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hotheadz88

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2022-09-18

Mmm.. .no!

Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know

2022-09-16

‌[捂脸] ‌

1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags

2022-08-10

Based on recent comments and these stock sales sounds like Elon obviously still wants to buy Twitter

Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing

2022-07-22

Abit late to the party no ? Market already priced in news....

Sorry, the original content has been removed

2022-06-26

🍿

Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts

2022-06-24

Haha, nooo

Is Now A Good Time To Buy Apple Stock As It Dips?

2022-06-22

Interesting

Cathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD

2022-06-21

nice

Palantir Shares Jumped 7.5% in Morning Trading

2022-06-16

GM is weighed down by heavy debt

Is the Road Ahead Bumpy for GM and Ford?

2022-06-14

Long term - Chinese tech is favourable. Short term - Still volatile.

Why Alibaba Will Outperform Amazon

2022-06-14

Trap. FOMC meeting don't forget

U.S. Stocks Rebound After S&P 500 Dips Into Bear Market Territory

2022-06-12

DCA, yay

Nvidia Stock: Secular Growth Provides Hope

2022-06-12

Buy, it dips. Buy again, it dips again. Wait, lah..

Sorry, the original content has been removed

2022-06-12

Agree

Should You Buy Tesla Stock After UBS Upgrade?

2022-06-12

Unfortunately, true

AMC Stock Hasn’t Changed and One Blockbuster Doesn’t Fix It

2022-06-11

Be careful, don't throw money in. FOMC meeting (raising interest rates) coming week

AAPL, AMZN, GOOG, INTC, MSFT: Why Are Tech Stocks Down Today?

2022-06-11

Be careful. Short term, Sellers will start appearing at 120 mark Long term, upward trend. However if Russia loses the war, easily down 20%

Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again

2022-06-11

Battery swapping. Haha

NIO Stock Alert: Nio Looks to Rival Tesla With Battery Pack Production in 2024

2022-06-10

Amazing

Tesla Master Plan Part 3: Elon Musk Finally Reveals Long-Awaited Details

2022-06-10

Red days are for shopping, carefully

The Stock Market and Inflation: How the S&P 500 Performs on CPI Report Days

Go to Tiger App to see more news

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.no!","listText":"Mmm.. .no!","text":"Mmm.. .no!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937441595","repostId":"2268672370","repostType":4,"repost":{"id":"2268672370","pubTimestamp":1663460267,"share":"https://ttm.financial/m/news/2268672370?lang=&edition=fundamental","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&amp;P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&amp;P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&amp;P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937054298,"gmtCreate":1663331373314,"gmtModify":1676537253582,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"‌<a href=\"\">[捂脸]&nbsp;</a>‌","listText":"‌<a href=\"\">[捂脸]&nbsp;</a>‌","text":"‌[捂脸] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937054298","repostId":"2267769807","repostType":2,"repost":{"id":"2267769807","pubTimestamp":1663331189,"share":"https://ttm.financial/m/news/2267769807?lang=&edition=fundamental","pubTime":"2022-09-16 20:26","market":"us","language":"en","title":"1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags","url":"https://stock-news.laohu8.com/highlight/detail?id=2267769807","media":"Motley Fool","summary":"Not all EV stocks will be winners, but one has a lot of tailwinds at its back.","content":"<html><head></head><body><p>Electric vehicle (EV) stocks have gotten a lot of attention over the last few years as production has increased and multiple companies have come public, but that doesn&#39;t mean all EV stocks are good investments. Companies still have to make money building and selling vehicles, which has historically been the hardest part of the auto business.</p><p>Given the current trends, I think <b>General Motors</b> is the one EV stock to buy hand over fist, while <b>ChargePoint</b> and <b>Canoo</b> have some serious red flags.</p><h2>General Motors</h2><p>GM isn&#39;t known as an electric vehicle company today, but its future is electric. Production is low but ramping up on the Chevy Bolt, GMC Hummer EV, and Cadillac Lyriq -- and that&#39;s just the start of a plan to be all-electric by 2035. On top of those vehicles, GM owns a majority stake in Cruise, which is launching a fully autonomous ride sharing vehicle that will be manufactured by GM.</p><p>While the future is electric, GM is a highly profitable business today and trades at a reasonable value for investors. You can see that the trailing price-to-earnings (P/E) ratio is under eight, which is less than half of the market&#39;s P/E ratio of 20.6.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9b6418da1b67b0f6767c3b567a6a434a\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>GM Revenue (TTM) data by YCharts</span></p><p>What really gets me excited about GM&#39;s electric future is Cruise. The GM-made Origin (shown below) is launching next year, and Cruise announced recently that it will launch autonomous ride-sharing vehicles for public use in Phoenix and Austin, Texas later this year. The future is autonomous and electric, and GM is leading the way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b03d2a359d6359af6b6db7d2f7a4cb93\" tg-width=\"700\" tg-height=\"349\" width=\"100%\" height=\"auto\"/><span>Image source: Cruise.</span></p><h2>Red flags for ChargePoint</h2><p>With all of these electric vehicles hitting the road, it would make sense that an EV charging company would be a great place to invest. But even a leader like ChargePoint has some major red flags.</p><p>Let&#39;s start with the financials, where revenue growth is strong, but margins are falling and losses are expanding.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a497c1fbd043363265c134c16489a13\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>CHPT Revenue (TTM) data by YCharts</span></p><p>ChargePoint may not be the business investors want it to be, either. $84.1 million of ChargePoint&#39;s revenue in the second quarter of fiscal 2023 was from selling &#34;networked charging systems,&#34; which &#34;consists of the deliveries of EV charging system infrastructure, which include a range of Level 2 AC products for use in residential, commercial and fleet applications, and Level 3 DC, or fast-charge products for use in commercial and fleet applications.&#34; In other words, ChargePoint is selling EV chargers, which are a commodity piece of hardware.</p><p>$24.1 million in revenue last quarter was from subscriptions and &#34;other&#34; sources of revenue, which are higher-margin, but that&#39;s a tiny business for a company worth $6 billion.</p><p>I don&#39;t think there&#39;s any moat in EV charging, and with ChargePoint&#39;s losses and high market cap, this is a stock with far too many red flags.</p><h2>Canoo</h2><p>The concept behind Canoo is reasonable enough: A platform electric vehicle design that could be turned into a uniquely designed lifestyle vehicle, pickup truck, and delivery vehicle. But creating an interesting concept and delivering vehicles profitably to customers are very different things.</p><p>You can see below that Canoo is burning cash rapidly and only has $33.8 million in cash on the balance sheet, likely meaning the company will need to raise cash to produce vehicles, since it doesn&#39;t currently have revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/097761c9331ab156375c2d004d65aa1b\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>GOEV Revenue (TTM) data by YCharts</span></p><p>Canoo is partnering with VDL Groep to build its vehicles, so there isn&#39;t a big capital outlay to build a factory, but that doesn&#39;t mean this business isn&#39;t full of risks. The balance sheet is terrible, the company is losing money at an unsustainable rate, and it&#39;s not yet clear if there&#39;s enough demand for vehicles to be profitable in a saturating EV market.</p><p>If you like Canoo&#39;s concept, I think a better potential investment would be <b>Rivian</b>. The company has its own manufacturing facility, a similar platform design, and a bigger backlog for both individual customers and commercial customers.</p><h2>EVs are here, but not every stock will win</h2><p>Despite the fact that electric vehicles are quickly gaining market share and continue to improve in cost and performance, that&#39;s not a guarantee that every EV stock will be profitable for investors. Given their businesses and financial results, I think GM is the one to bet on right now, and I would avoid ChargePoint and Canoo.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Electric Vehicle Stock to Buy Hand Over Fist and 2 With Serious Red Flags\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 20:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/16/1-electric-vehicle-stock-to-buy-hand-over-fist-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle (EV) stocks have gotten a lot of attention over the last few years as production has increased and multiple companies have come public, but that doesn't mean all EV stocks are good ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/16/1-electric-vehicle-stock-to-buy-hand-over-fist-and/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","CHPT":"ChargePoint Holdings Inc.","BK4523":"印度概念","BK4559":"巴菲特持仓","BK4561":"索罗斯持仓","BK4555":"新能源车","GOEV":"Canoo Inc.","BK4566":"资本集团","BK4099":"汽车制造商","GM":"通用汽车"},"source_url":"https://www.fool.com/investing/2022/09/16/1-electric-vehicle-stock-to-buy-hand-over-fist-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267769807","content_text":"Electric vehicle (EV) stocks have gotten a lot of attention over the last few years as production has increased and multiple companies have come public, but that doesn't mean all EV stocks are good investments. Companies still have to make money building and selling vehicles, which has historically been the hardest part of the auto business.Given the current trends, I think General Motors is the one EV stock to buy hand over fist, while ChargePoint and Canoo have some serious red flags.General MotorsGM isn't known as an electric vehicle company today, but its future is electric. Production is low but ramping up on the Chevy Bolt, GMC Hummer EV, and Cadillac Lyriq -- and that's just the start of a plan to be all-electric by 2035. On top of those vehicles, GM owns a majority stake in Cruise, which is launching a fully autonomous ride sharing vehicle that will be manufactured by GM.While the future is electric, GM is a highly profitable business today and trades at a reasonable value for investors. You can see that the trailing price-to-earnings (P/E) ratio is under eight, which is less than half of the market's P/E ratio of 20.6.GM Revenue (TTM) data by YChartsWhat really gets me excited about GM's electric future is Cruise. The GM-made Origin (shown below) is launching next year, and Cruise announced recently that it will launch autonomous ride-sharing vehicles for public use in Phoenix and Austin, Texas later this year. The future is autonomous and electric, and GM is leading the way.Image source: Cruise.Red flags for ChargePointWith all of these electric vehicles hitting the road, it would make sense that an EV charging company would be a great place to invest. But even a leader like ChargePoint has some major red flags.Let's start with the financials, where revenue growth is strong, but margins are falling and losses are expanding.CHPT Revenue (TTM) data by YChartsChargePoint may not be the business investors want it to be, either. $84.1 million of ChargePoint's revenue in the second quarter of fiscal 2023 was from selling \"networked charging systems,\" which \"consists of the deliveries of EV charging system infrastructure, which include a range of Level 2 AC products for use in residential, commercial and fleet applications, and Level 3 DC, or fast-charge products for use in commercial and fleet applications.\" In other words, ChargePoint is selling EV chargers, which are a commodity piece of hardware.$24.1 million in revenue last quarter was from subscriptions and \"other\" sources of revenue, which are higher-margin, but that's a tiny business for a company worth $6 billion.I don't think there's any moat in EV charging, and with ChargePoint's losses and high market cap, this is a stock with far too many red flags.CanooThe concept behind Canoo is reasonable enough: A platform electric vehicle design that could be turned into a uniquely designed lifestyle vehicle, pickup truck, and delivery vehicle. But creating an interesting concept and delivering vehicles profitably to customers are very different things.You can see below that Canoo is burning cash rapidly and only has $33.8 million in cash on the balance sheet, likely meaning the company will need to raise cash to produce vehicles, since it doesn't currently have revenue.GOEV Revenue (TTM) data by YChartsCanoo is partnering with VDL Groep to build its vehicles, so there isn't a big capital outlay to build a factory, but that doesn't mean this business isn't full of risks. The balance sheet is terrible, the company is losing money at an unsustainable rate, and it's not yet clear if there's enough demand for vehicles to be profitable in a saturating EV market.If you like Canoo's concept, I think a better potential investment would be Rivian. The company has its own manufacturing facility, a similar platform design, and a bigger backlog for both individual customers and commercial customers.EVs are here, but not every stock will winDespite the fact that electric vehicles are quickly gaining market share and continue to improve in cost and performance, that's not a guarantee that every EV stock will be profitable for investors. Given their businesses and financial results, I think GM is the one to bet on right now, and I would avoid ChargePoint and Canoo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904769750,"gmtCreate":1660096628272,"gmtModify":1703477871316,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Based on recent comments and these stock sales sounds like Elon obviously still wants to buy Twitter&nbsp;","listText":"Based on recent comments and these stock sales sounds like Elon obviously still wants to buy Twitter&nbsp;","text":"Based on recent comments and these stock sales sounds like Elon obviously still wants to buy Twitter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904769750","repostId":"2258257550","repostType":2,"repost":{"id":"2258257550","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1660095786,"share":"https://ttm.financial/m/news/2258257550?lang=&edition=fundamental","pubTime":"2022-08-10 09:43","market":"us","language":"en","title":"Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing","url":"https://stock-news.laohu8.com/highlight/detail?id=2258257550","media":"Reuters","summary":"Aug 9  - Tesla IncChief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.Musk said in April \"no further TSLA sales planned,\" after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.Tesla did not immediately respond to a Reuters request for comment.Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the ","content":"<html><head></head><body><p>Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.</p><p>Musk said in April &#34;no further TSLA sales planned,&#34; after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.</p><p>Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration&#39;s climate bill that aims to lift the cap on tax credits for electric vehicles.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Sells 7.92 Million Tesla Shares Worth $6.9 Billion - SEC Filing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-10 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.</p><p>Musk said in April &#34;no further TSLA sales planned,&#34; after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.</p><p>Tesla did not immediately respond to a Reuters request for comment.</p><p>Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.</p><p>Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration&#39;s climate bill that aims to lift the cap on tax credits for electric vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258257550","content_text":"Aug 9 (Reuters) - Tesla Inc Chief Executive Officer Elon Musk has sold 7.92 million shares in the electric vehicle maker worth $6.9 billion, securities filings showed on Tuesday.Musk said in April \"no further TSLA sales planned,\" after he sold $8.5 billion worth of Tesla shares - sales likely aimed at helping finance his planned purchase of Twitter Inc.Tesla did not immediately respond to a Reuters request for comment.Musk offloaded the shares between Aug. 5 and Aug.9, according to the filings. After the latest stock sale, he now owns 155.04 million shares in Tesla.Tesla shares have risen nearly 15% since the automaker reported better-than-expected earnings on July 20, also helped by the Biden administration's climate bill that aims to lift the cap on tax credits for electric vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077125262,"gmtCreate":1658473262756,"gmtModify":1676536164982,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Abit late to the party no ? Market already priced in news....","listText":"Abit late to the party no ? Market already priced in news....","text":"Abit late to the party no ? Market already priced in news....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077125262","repostId":"2253749498","repostType":4,"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048653363,"gmtCreate":1656206359152,"gmtModify":1676535784104,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"🍿","listText":"🍿","text":"🍿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048653363","repostId":"1199426737","repostType":4,"repost":{"id":"1199426737","pubTimestamp":1656112335,"share":"https://ttm.financial/m/news/1199426737?lang=&edition=fundamental","pubTime":"2022-06-25 07:12","market":"us","language":"en","title":"Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts","url":"https://stock-news.laohu8.com/highlight/detail?id=1199426737","media":"StreetInsider","summary":"Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after","content":"<html><head></head><body><p>Market bull Marko Kolanovic from JP Morgan helped set the stage for today&#39;s stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower inflation.</p><p>In addition, he followed it up with a report that suggested an end-of-month and quarter rebalancing could push the stock market up 7% next week.</p><p>On the global outlook, Kolanovic highlights that their economics department does not see a recession materializing this year. A recession is not their base case over the next 12 months, in fact, they see global growth accelerating from 1.3% in the first half of this year to 3.1% in the second half.</p><p>On inflation, they see it declining from a 9.4% annualized rate in the first half to 4.2% in the second half. This will allow central banks to pivot and avoid producing an economic downturn. Given their view of no recession, risky asset prices are &#34;too cheap,&#34; he said.</p><p>In this morning&#39;s note on end-of-month and quarter rebalancing, Kolanovic said while rebalances are usually not the main driver of the market, next week&#39;s rebalancing will be different. This is due to the fact that equity markets were down significantly over the past month, quarter, and six-month time periods and it is happening in a period of low liquidity. In addition, the market is in an &#34;oversold condition, cash balances are at record level, and recent market shorting activity reached levels not seen since 2008.&#34;</p><p>&#34;This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end,&#34; Kolanovic explains. &#34;On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.</p><p>Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds). Rebalances across all 3 lookback windows would reinforce and, based on historical regression, would imply a ~7% move up in equities next week.&#34;</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Next Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNext Week's Rebalancing Could Drive Stocks Up 7%, JP Morgan's Kolanovic Predicts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-25 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20253390><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20253390\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","IWM":"罗素2000指数ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20253390","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199426737","content_text":"Market bull Marko Kolanovic from JP Morgan helped set the stage for today's stock market rally after publishing a bullish 2nd-half global markets outlook, which predicts no recession and lower inflation.In addition, he followed it up with a report that suggested an end-of-month and quarter rebalancing could push the stock market up 7% next week.On the global outlook, Kolanovic highlights that their economics department does not see a recession materializing this year. A recession is not their base case over the next 12 months, in fact, they see global growth accelerating from 1.3% in the first half of this year to 3.1% in the second half.On inflation, they see it declining from a 9.4% annualized rate in the first half to 4.2% in the second half. This will allow central banks to pivot and avoid producing an economic downturn. Given their view of no recession, risky asset prices are \"too cheap,\" he said.In this morning's note on end-of-month and quarter rebalancing, Kolanovic said while rebalances are usually not the main driver of the market, next week's rebalancing will be different. This is due to the fact that equity markets were down significantly over the past month, quarter, and six-month time periods and it is happening in a period of low liquidity. In addition, the market is in an \"oversold condition, cash balances are at record level, and recent market shorting activity reached levels not seen since 2008.\"\"This year the impact of rebalances have been significant due to large market moves and low liquidity. For instance, near the end of the first quarter, the market was down ~10%, and experienced a significant ~7% rally in the last week going into quarter-end,\" Kolanovic explains. \"On the most recent monthly rebalance, near the end of May, the market was down 10%, and experienced a significant rally of ~7% going into month end.Let’s look at the current rebalance setup. Broad equities are down 21% for the year (9% vs bonds), 16% for the quarter (11% vs bonds), and 9% for the month (7% vs bonds). Rebalances across all 3 lookback windows would reinforce and, based on historical regression, would imply a ~7% move up in equities next week.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041229868,"gmtCreate":1656059117354,"gmtModify":1676535760711,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Haha, nooo","listText":"Haha, nooo","text":"Haha, nooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041229868","repostId":"2245311224","repostType":4,"repost":{"id":"2245311224","pubTimestamp":1656058978,"share":"https://ttm.financial/m/news/2245311224?lang=&edition=fundamental","pubTime":"2022-06-24 16:22","market":"us","language":"en","title":"Is Now A Good Time To Buy Apple Stock As It Dips?","url":"https://stock-news.laohu8.com/highlight/detail?id=2245311224","media":"Seekingalpha","summary":"SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.</li><li>A key share price driver for AAPL in the near term will be supply-side headwinds turning out to be less severe than feared, as seen with reduced product lead times.</li><li>Apple is a Buy now, as the stock should command higher valuation multiples with an improvement in profitability over time driven by higher services revenue contribution.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Ivan-balvan/iStock Editorial via Getty Images</span></p><p><b>Elevator Pitch</b></p><p>My investment rating for Apple Inc.&#39;s (NASDAQ:AAPL) shares is a Buy. I did a comparison of Apple and Advanced Micro Devices, Inc. (NASDAQ:AMD) in my previous April 6, 2022, article, and determined that AAPL was the better buy. In this latest update for AAPL, I analyze whether a buying opportunity for Apple has emerged as a result of the pullback in the company&#39;s share price year-to-date in 2022.</p><p>This is a good time to buy Apple&#39;s stock, as the dip in its share price year-to-date has made its valuations more attractive with its forward P/E multiple reverting close to its five-year historical mean. There is room for AAPL&#39;s valuation multiples to expand in tandem with higher profit margins resulting from a superior sales mix tilted towards services.</p><p>AAPL Stock Basics</p><p>Prior to touching on AAPL&#39;s stock price correction, valuations, and outlook, it is relevant to revisit the basics for Apple. In other words, I will be discussing the company&#39;s business model and the investment thesis for the stock in the current section of this article.</p><p>Apple&#39;s business model is to continue expanding the installed base for its flagship hardware device, the iPhone, and cross-sell other hardware products and services to its iPhone users.</p><p>At the company&#39;s earnings call for the first quarter of fiscal 2022 (YE September 30) on January 27, 2022, Apple disclosed that its &#34;installed base of active devices&#34; has set &#34;a new all-time record of 1.8 billion devices.&#34; AAPL updated investors at its Q2 FY 2022 results briefing on April 28, 2022, that the company&#39;s &#34;installed base (of active devices) has continued to grow&#34;, while noting that &#34;the iPhone active installed base reached &#34;a new all-time high.&#34; According to the Business of Apps website&#39;s compilation of data on AAPL, the number of active iPhones (excluding other hardware devices such as iPads) on a worldwide basis had already crossed the 1.2 billion mark by the end of last year.</p><p>The investment thesis for AAPL is closely linked to its business model. Revenue for Apple&#39;s services like the App Store is expected to grow over time in tandem with the increase in the installed base for AAPL&#39;s iPhones and other hardware devices. This should translate into higher profit margins and faster earnings growth for Apple in the medium to long term, as AAPL benefits from a more favorable revenue mix with a rising proportion of sales contribution from higher-margin services.</p><p>The gross profit margin for Apple&#39;s services segment was 72.6% in Q2 FY 2022, which was twice that of the products segment&#39;s gross margin of 36.4% in the same quarter as highlighted at its most recent quarterly investor call. Also, AAPL only derived approximately 20% of its total Q2 FY 2022 revenue from services as per its quarterly earnings press release, so there is room for the company to further optimize its sales mix with a bias towards growing revenue contribution from services at a faster pace.</p><p>In the next section, I focus on Apple&#39;s stock price decline thus far this year.</p><p><b>Why Did Apple Stock Drop?</b></p><p>Apple&#39;s stock price dropped by -25.6% in 2022 thus far, and it underperformed the S&amp;P 500 which was down by -21.0% during the same period.</p><p><b>AAPL&#39;s 2022 Year-to-date Share Price Chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39057828144a7f0bc9c470f048173d9e\" tg-width=\"640\" tg-height=\"221\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>AAPL&#39;s share price weakness is partly attributed to the correction in the broader stock market and technology stocks as a result of investors&#39; worries over higher-than-expected inflation and a potential recession. But there are also company-specific factors that have driven a decline in Apple&#39;s stock price.</p><p>In the past three months, the Q3 FY 2022 consensus earnings per share estimate for Apple has been reduced by -7.5%. Specifically, 25 of the 44 Wall Street analysts covering AAPL&#39;s shares lowered their third-quarter EPS forecasts for the company in the last three months. This is consistent with Apple&#39;s forward-looking management guidance.</p><p>At its Q2 FY 2022 earnings briefing, AAPL had guided for a $4-$8 billion hit to its third-quarter revenue resulting from &#34;COVID-related disruptions (more specifically lockdowns in China) and industry-wide silicon shortages.&#34; The company also highlighted that it expects unfavorable exchange rate fluctuations and the suspension of sales in Russia to impact the YoY growth for its Q3 FY 2022 top line by -3.0 percentage points and -1.5 percentage points, respectively.</p><p>In the next section I touch on whether Apple&#39;s valuations have become more attractive after the year-to-date pull-back in its share price.</p><p><b>Is Apple Stock A Good Value Now?</b></p><p>Following the -25% decline in its stock price thus far this year, Apple&#39;s consensus forward next twelve months&#39; normalized P/E multiple has compressed from its 2022 year-to-date peak of 31.9 times as of January 3, 2022, to 22.0 times as of June 22, as per<i>S&amp;P Capital IQ</i>.</p><p>AAPL is currently trading at 22.0 times forward P/E, which is roughly on par with its five-year mean forward P/E multiple of 21.4 times. When the short-term headwinds (as discussed in the preceding section) eventually ease and the company manages to achieve a more optimal sales mix biased towards higher-margin services in the future, Apple should be able to trade at the high end of its five-year forward P/E valuation range (AAPL&#39;s peak forward P/E multiple in the last five years was 36.6 times) again.</p><p>In conclusion, I think Apple&#39;s stock is good value now, considering its historical valuations and future profitability outlook.</p><p><b>Is Apple Expected To Rise Again?</b></p><p>I am of the opinion that Apple&#39;s stock price is expected to rise again in the short term.</p><p>According to JPMorgan&#39;s (JPM) &#34;Global Product Availability Lead Time Tracker&#34; research report (not publicly available) published on June 19, 2022, the worldwide &#34;lead times in general moderated for Mac and iPads&#34; for the week ended June 17, 2022, which the JPM analysts highlight is &#34;in line with the reopening in China.&#34; Also, JPM&#39;s recent research work found that the current lead times for AAPL&#39;s other products such as the iPhone stayed low at below a week.</p><p>This is consistent with the findings from another bank&#39;s research team. Morgan Stanley (MS) published its North American IT hardware &#34;Monthly Data Tracker&#34; report (not publicly available) on June 22, 2022, which noted that the lead time for the iPad decreased from 15 days as of June 9, 2022, to 14 days as of June 16, 2022. Similarly, the MS analysts&#39; research work suggests that the lead time for the MacBook Pro M1 declined from 62 days to 56 days over the same period.</p><p>In my view, an easing of supply chain constraints as evidenced by the improvement in lead times mentioned above should be a positive re-rating catalyst for Apple in the short term.</p><p><b>What Is The Long-Term Prediction For Apple Stock?</b></p><p>The key aspect of any long-term financial predictions for Apple is the potential improvement in the company&#39;s profitability. As I discussed earlier in this article, a growing percentage of sales derived from higher-margin services should result in an expansion of Apple&#39;s profit margins in the long run. Based on financial projections sourced from<i>S&amp;P Capital IQ</i>, AAPL&#39;s gross profit margin is forecasted to increase from 41.8% in fiscal 2021 to 43.5% by FY 2026.</p><p>The market&#39;s expectations of increased services revenue contribution and improved profitability are reasonable. Apple has been putting in a huge amount of effort to make it easier for the company to cross-sell additional hardware devices and services to its iPhone users as seen with its recent press release.</p><p>On June 6, 2022, Apple revealed the features of its new operating system for the iPhone (iOS16), and also disclosed the introduction of two new laptops.</p><p>In this announcement, AAPL explained that certain &#34;new features for Apple&#39;s Macs and iPads are designed to make it easier to sync with the iPhone.&#34; As an example, the iPhone can be utilized as &#34;a webcam&#34; for &#34;video calls&#34; on Macs going forward, as highlighted in an article published by The Verge on the same day of Apple&#39;s announcement.</p><p>Separately, Apple&#39;s new MacBook Air and MacBook Pro devices will come with Apple&#39;s M2 chip. The company noted in the June 6, 2022, announcement that this is aligned with its goal of &#34;helping people toggle from one Apple device to another.&#34;</p><p>In summary, AAPL is moving in the right direction with new initiatives to enhance integration across the company&#39;s various hardware products, which will increase user switching costs and boost cross-selling efforts (for other hardware devices and services). I predict that this should eventually lead to higher profit margins (consensus FY 2026 gross margin of 43.5%) and an expansion of valuation multiples (current forward P/E multiple of 22.0 times versus five-year P/E of 36.6 times) for Apple.</p><p><b>Is AAPL Stock A Buy, Sell, or Hold?</b></p><p>AAPL stock is a Buy. Apple&#39;s current P/E valuations are undemanding, and there are both short-term catalysts (easing of supply chain constraints) and long-term drivers (profitability improvement) for the company&#39;s shares.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now A Good Time To Buy Apple Stock As It Dips?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now A Good Time To Buy Apple Stock As It Dips?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 16:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.A key share price ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2245311224","content_text":"SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.A key share price driver for AAPL in the near term will be supply-side headwinds turning out to be less severe than feared, as seen with reduced product lead times.Apple is a Buy now, as the stock should command higher valuation multiples with an improvement in profitability over time driven by higher services revenue contribution.Ivan-balvan/iStock Editorial via Getty ImagesElevator PitchMy investment rating for Apple Inc.'s (NASDAQ:AAPL) shares is a Buy. I did a comparison of Apple and Advanced Micro Devices, Inc. (NASDAQ:AMD) in my previous April 6, 2022, article, and determined that AAPL was the better buy. In this latest update for AAPL, I analyze whether a buying opportunity for Apple has emerged as a result of the pullback in the company's share price year-to-date in 2022.This is a good time to buy Apple's stock, as the dip in its share price year-to-date has made its valuations more attractive with its forward P/E multiple reverting close to its five-year historical mean. There is room for AAPL's valuation multiples to expand in tandem with higher profit margins resulting from a superior sales mix tilted towards services.AAPL Stock BasicsPrior to touching on AAPL's stock price correction, valuations, and outlook, it is relevant to revisit the basics for Apple. In other words, I will be discussing the company's business model and the investment thesis for the stock in the current section of this article.Apple's business model is to continue expanding the installed base for its flagship hardware device, the iPhone, and cross-sell other hardware products and services to its iPhone users.At the company's earnings call for the first quarter of fiscal 2022 (YE September 30) on January 27, 2022, Apple disclosed that its \"installed base of active devices\" has set \"a new all-time record of 1.8 billion devices.\" AAPL updated investors at its Q2 FY 2022 results briefing on April 28, 2022, that the company's \"installed base (of active devices) has continued to grow\", while noting that \"the iPhone active installed base reached \"a new all-time high.\" According to the Business of Apps website's compilation of data on AAPL, the number of active iPhones (excluding other hardware devices such as iPads) on a worldwide basis had already crossed the 1.2 billion mark by the end of last year.The investment thesis for AAPL is closely linked to its business model. Revenue for Apple's services like the App Store is expected to grow over time in tandem with the increase in the installed base for AAPL's iPhones and other hardware devices. This should translate into higher profit margins and faster earnings growth for Apple in the medium to long term, as AAPL benefits from a more favorable revenue mix with a rising proportion of sales contribution from higher-margin services.The gross profit margin for Apple's services segment was 72.6% in Q2 FY 2022, which was twice that of the products segment's gross margin of 36.4% in the same quarter as highlighted at its most recent quarterly investor call. Also, AAPL only derived approximately 20% of its total Q2 FY 2022 revenue from services as per its quarterly earnings press release, so there is room for the company to further optimize its sales mix with a bias towards growing revenue contribution from services at a faster pace.In the next section, I focus on Apple's stock price decline thus far this year.Why Did Apple Stock Drop?Apple's stock price dropped by -25.6% in 2022 thus far, and it underperformed the S&P 500 which was down by -21.0% during the same period.AAPL's 2022 Year-to-date Share Price ChartSeeking AlphaAAPL's share price weakness is partly attributed to the correction in the broader stock market and technology stocks as a result of investors' worries over higher-than-expected inflation and a potential recession. But there are also company-specific factors that have driven a decline in Apple's stock price.In the past three months, the Q3 FY 2022 consensus earnings per share estimate for Apple has been reduced by -7.5%. Specifically, 25 of the 44 Wall Street analysts covering AAPL's shares lowered their third-quarter EPS forecasts for the company in the last three months. This is consistent with Apple's forward-looking management guidance.At its Q2 FY 2022 earnings briefing, AAPL had guided for a $4-$8 billion hit to its third-quarter revenue resulting from \"COVID-related disruptions (more specifically lockdowns in China) and industry-wide silicon shortages.\" The company also highlighted that it expects unfavorable exchange rate fluctuations and the suspension of sales in Russia to impact the YoY growth for its Q3 FY 2022 top line by -3.0 percentage points and -1.5 percentage points, respectively.In the next section I touch on whether Apple's valuations have become more attractive after the year-to-date pull-back in its share price.Is Apple Stock A Good Value Now?Following the -25% decline in its stock price thus far this year, Apple's consensus forward next twelve months' normalized P/E multiple has compressed from its 2022 year-to-date peak of 31.9 times as of January 3, 2022, to 22.0 times as of June 22, as perS&P Capital IQ.AAPL is currently trading at 22.0 times forward P/E, which is roughly on par with its five-year mean forward P/E multiple of 21.4 times. When the short-term headwinds (as discussed in the preceding section) eventually ease and the company manages to achieve a more optimal sales mix biased towards higher-margin services in the future, Apple should be able to trade at the high end of its five-year forward P/E valuation range (AAPL's peak forward P/E multiple in the last five years was 36.6 times) again.In conclusion, I think Apple's stock is good value now, considering its historical valuations and future profitability outlook.Is Apple Expected To Rise Again?I am of the opinion that Apple's stock price is expected to rise again in the short term.According to JPMorgan's (JPM) \"Global Product Availability Lead Time Tracker\" research report (not publicly available) published on June 19, 2022, the worldwide \"lead times in general moderated for Mac and iPads\" for the week ended June 17, 2022, which the JPM analysts highlight is \"in line with the reopening in China.\" Also, JPM's recent research work found that the current lead times for AAPL's other products such as the iPhone stayed low at below a week.This is consistent with the findings from another bank's research team. Morgan Stanley (MS) published its North American IT hardware \"Monthly Data Tracker\" report (not publicly available) on June 22, 2022, which noted that the lead time for the iPad decreased from 15 days as of June 9, 2022, to 14 days as of June 16, 2022. Similarly, the MS analysts' research work suggests that the lead time for the MacBook Pro M1 declined from 62 days to 56 days over the same period.In my view, an easing of supply chain constraints as evidenced by the improvement in lead times mentioned above should be a positive re-rating catalyst for Apple in the short term.What Is The Long-Term Prediction For Apple Stock?The key aspect of any long-term financial predictions for Apple is the potential improvement in the company's profitability. As I discussed earlier in this article, a growing percentage of sales derived from higher-margin services should result in an expansion of Apple's profit margins in the long run. Based on financial projections sourced fromS&P Capital IQ, AAPL's gross profit margin is forecasted to increase from 41.8% in fiscal 2021 to 43.5% by FY 2026.The market's expectations of increased services revenue contribution and improved profitability are reasonable. Apple has been putting in a huge amount of effort to make it easier for the company to cross-sell additional hardware devices and services to its iPhone users as seen with its recent press release.On June 6, 2022, Apple revealed the features of its new operating system for the iPhone (iOS16), and also disclosed the introduction of two new laptops.In this announcement, AAPL explained that certain \"new features for Apple's Macs and iPads are designed to make it easier to sync with the iPhone.\" As an example, the iPhone can be utilized as \"a webcam\" for \"video calls\" on Macs going forward, as highlighted in an article published by The Verge on the same day of Apple's announcement.Separately, Apple's new MacBook Air and MacBook Pro devices will come with Apple's M2 chip. The company noted in the June 6, 2022, announcement that this is aligned with its goal of \"helping people toggle from one Apple device to another.\"In summary, AAPL is moving in the right direction with new initiatives to enhance integration across the company's various hardware products, which will increase user switching costs and boost cross-selling efforts (for other hardware devices and services). I predict that this should eventually lead to higher profit margins (consensus FY 2026 gross margin of 43.5%) and an expansion of valuation multiples (current forward P/E multiple of 22.0 times versus five-year P/E of 36.6 times) for Apple.Is AAPL Stock A Buy, Sell, or Hold?AAPL stock is a Buy. Apple's current P/E valuations are undemanding, and there are both short-term catalysts (easing of supply chain constraints) and long-term drivers (profitability improvement) for the company's shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043308154,"gmtCreate":1655867178778,"gmtModify":1676535722191,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043308154","repostId":"1115038434","repostType":2,"repost":{"id":"1115038434","pubTimestamp":1655864609,"share":"https://ttm.financial/m/news/1115038434?lang=&edition=fundamental","pubTime":"2022-06-22 10:23","market":"us","language":"en","title":"Cathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD","url":"https://stock-news.laohu8.com/highlight/detail?id=1115038434","media":"Benzinga","summary":"ZINGER KEY POINTSCathie Wood loads up about $1.1M shares in TuSimpleStock is trading way below its I","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Cathie Wood loads up about $1.1M shares in TuSimple</li><li>Stock is trading way below its IPO price last April</li><li>Ark Invest raises exposure after the company announced yet another key exit in two months</li></ul><p><b>Cathie Wood</b>-led <b>Ark</b> <b>Investment</b> <b>Management</b> on Tuesday further raised its exposure to self-driving trucking company <b>TuSimple Holdings Inc</b>, its first buy in the San Diego, California-based startup in over two months.</p><p>The popular stock-picking firm loaded up 146,700 shares, estimated to be worth $1.07 million, based on Tuesday’s closing price in TuSimple.</p><p>The self-driving truck startup’s stock closed 5.5% higher at $7.3 a share on Tuesday. TuSimple went public in April last year and began trading at an IPO price of $40. The stock is down 80% so far this year.</p><p>Ark Invest owns shares in TuSimple via two of its six exchange-traded funds — the <b>Ark Innovation ETF</b> and the <b>Ark Autonomous Technology &amp; Robotics ETF</b>.</p><p>The St. Petersburg, Florida-based money managing firm held 12 million shares — worth $83.3 million— in TuSimple, before Tuesday’s trade.</p><p>The latest purchase lifts Ark&#39;s stake in the company, which is developing commercial-ready, Level 4, fully autonomous trucks for customers by 8.9%.</p><p>TuSimple shares rose on Tuesday after the company announced the departure of chief financial officer <b>Pat</b> <b>Dillon</b>, whose exit follows a key management reshuffle in March when <b>Cheng</b> <b>Lu</b> stepped down as CEO.</p><p>Wood, a <b>Tesla Inc</b>, has invested heavily in the <b>Elon Musk</b>-led electric vehicle company that aims to attain full-self driving capability sometime next year. Ark Invest has also recently started buying shares in <b>General Motors Co</b> because of its self-driving capabilities with Cruise.</p><p></p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Loads Up $1M More Of This Self-Driving Trucking Firm As Shares Drop 80% YTD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/06/27805674/cathie-wood-loads-up-1m-worth-shares-in-this-self-driving-trucking-company-on-tuesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSCathie Wood loads up about $1.1M shares in TuSimpleStock is trading way below its IPO price last AprilArk Invest raises exposure after the company announced yet another key exit in ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/06/27805674/cathie-wood-loads-up-1m-worth-shares-in-this-self-driving-trucking-company-on-tuesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/22/06/27805674/cathie-wood-loads-up-1m-worth-shares-in-this-self-driving-trucking-company-on-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115038434","content_text":"ZINGER KEY POINTSCathie Wood loads up about $1.1M shares in TuSimpleStock is trading way below its IPO price last AprilArk Invest raises exposure after the company announced yet another key exit in two monthsCathie Wood-led Ark Investment Management on Tuesday further raised its exposure to self-driving trucking company TuSimple Holdings Inc, its first buy in the San Diego, California-based startup in over two months.The popular stock-picking firm loaded up 146,700 shares, estimated to be worth $1.07 million, based on Tuesday’s closing price in TuSimple.The self-driving truck startup’s stock closed 5.5% higher at $7.3 a share on Tuesday. TuSimple went public in April last year and began trading at an IPO price of $40. The stock is down 80% so far this year.Ark Invest owns shares in TuSimple via two of its six exchange-traded funds — the Ark Innovation ETF and the Ark Autonomous Technology & Robotics ETF.The St. Petersburg, Florida-based money managing firm held 12 million shares — worth $83.3 million— in TuSimple, before Tuesday’s trade.The latest purchase lifts Ark's stake in the company, which is developing commercial-ready, Level 4, fully autonomous trucks for customers by 8.9%.TuSimple shares rose on Tuesday after the company announced the departure of chief financial officer Pat Dillon, whose exit follows a key management reshuffle in March when Cheng Lu stepped down as CEO.Wood, a Tesla Inc, has invested heavily in the Elon Musk-led electric vehicle company that aims to attain full-self driving capability sometime next year. Ark Invest has also recently started buying shares in General Motors Co because of its self-driving capabilities with Cruise.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049551888,"gmtCreate":1655819754544,"gmtModify":1676535711131,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049551888","repostId":"1146013913","repostType":2,"repost":{"id":"1146013913","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655819622,"share":"https://ttm.financial/m/news/1146013913?lang=&edition=fundamental","pubTime":"2022-06-21 21:53","market":"us","language":"en","title":"Palantir Shares Jumped 7.5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1146013913","media":"Tiger Newspress","summary":"Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.BofA anal","content":"<html><head></head><body><p>Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.</p><p><img src=\"https://static.tigerbbs.com/ae4273543430d9a9f601fa2349f39218\" tg-width=\"874\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of &#34;rapidly growing demand&#34; for acritical intelligence platforms in both commercial and government end markets. Palantir&#39;s &#34;dominant&#34; position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Shares Jumped 7.5% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Shares Jumped 7.5% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-21 21:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.</p><p><img src=\"https://static.tigerbbs.com/ae4273543430d9a9f601fa2349f39218\" tg-width=\"874\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of &#34;rapidly growing demand&#34; for acritical intelligence platforms in both commercial and government end markets. Palantir&#39;s &#34;dominant&#34; position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146013913","content_text":"Palantir shares jumped 7.5% in morning trading after Palantir initiated with a Buy at BofA.BofA analyst Mariana Perez Mora initiated coverage of Palantir Technologies with a Buy rating and $13 price target. The analyst sees the company as a beneficiary of \"rapidly growing demand\" for acritical intelligence platforms in both commercial and government end markets. Palantir's \"dominant\" position in the AI-powered software market should support more than 30% annual revenue growth and improving profits, Perez Mora tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9054685097,"gmtCreate":1655382864319,"gmtModify":1676535626802,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"GM&nbsp; is weighed down by heavy debt&nbsp;","listText":"GM&nbsp; is weighed down by heavy debt&nbsp;","text":"GM is weighed down by heavy debt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9054685097","repostId":"1127502169","repostType":4,"repost":{"id":"1127502169","pubTimestamp":1655381225,"share":"https://ttm.financial/m/news/1127502169?lang=&edition=fundamental","pubTime":"2022-06-16 20:07","market":"us","language":"en","title":"Is the Road Ahead Bumpy for GM and Ford?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127502169","media":"TipRanks","summary":"Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keep","content":"<div>\n<p>Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keeping a close eye on every development in the markets.Top management at General Motors (GM) and Ford ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-the-road-ahead-bumpy-for-gm-and-ford/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the Road Ahead Bumpy for GM and Ford?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the Road Ahead Bumpy for GM and Ford?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 20:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/is-the-road-ahead-bumpy-for-gm-and-ford/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keeping a close eye on every development in the markets.Top management at General Motors (GM) and Ford ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-the-road-ahead-bumpy-for-gm-and-ford/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GM":"通用汽车"},"source_url":"https://www.tipranks.com/news/article/is-the-road-ahead-bumpy-for-gm-and-ford/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127502169","content_text":"Story HighlightsGeneral Motors and Ford seem confident enough to navigate the recession but are keeping a close eye on every development in the markets.Top management at General Motors (GM) and Ford Motor (F) have reaffirmed that demand for their cars and trucks remains strong. Both U.S.-based auto giants expressed their confidence despite the Federal Reserve’s biggest-ever rate hike since 1994 and skyrocketing oil and gas prices.However, at a Deutsche Bank conference held yesterday, both automakers cautioned investors that they are keeping a close watch on any possible signs of a recession in the U.S. in the wake of rising interest rates and inflation, coupled with record-high gas prices.GM shares gained over 3% following positive management commentary at the Deutsche Bank Global Auto Industry Conference, while Ford shares remained almost flat.General Motors’ TakeGM’s management is holding an extremely cautious stance overall and evaluating its capital expenditure decisions.While the company will execute its long-term, revenue-driving investments in electric vehicles, software, and other new technology, it will remain conservative in adding headcount.Positively, GM reaffirmed its previously guided outlook of increasing vehicle production by 25% to 30% year-over-year for 2022.The company stated that they have been able to negate the effects of higher supply chain costs by $5 billion through price increases and cost-cutting measures, and by maintaining a low level of unsold cars and trucks.GM’s CFO commented, “We obviously have long-term investments that we have to make. We have short-term targets that we have to hit. And in order to respond to this rapidly changing environment, we’ve got to be ready to act, and part of that is what are those signs that we’re going to be looking for.”The Wall Street community is cautiously optimistic about the stock, with a Moderate Buy consensus rating based on 12 Buys, two Holds, and one Sell. The average General Motors price target of $56.93 implies 66.56% upside potential to current levels.GM scores a 9 out of 10 on TipRanks’ Smart Score rating system, indicating that the stock has strong potential to outperform market expectations.Ford is Keeping a Close WatchFord CFO, John Lawler, also reiterated that demand remains consistent despite the looming macro uncertainty.However, higher commodity prices, especially for electric-vehicle batteries for its EV Mustang Mach-E, have negatively impacted profitability despite increased pricing.Moreover, Ford’s credit segment is witnessing a rise in loan delinquencies for auto loans, which remained low during the pandemic years. Though not a red flag yet, the company is keeping a close watch.The Street is cautiously optimistic about Ford with a Moderate Buy consensus rating, based on six Buys, 10 Holds, and one Sell. The average Ford price target of $18.63 implies 51.83% upside potential to current levels.ConclusionIt was reassuring to hear positive comments from both GM and Ford regarding the robust demand and overall momentum. However, both automakers are closely monitoring the current situation.They are better equipped to handle any possible downturn to safeguard their interests, including priority on spending on longer-term initiatives and keeping low inventories, thereby avoiding deep discounts to sell old models in case of a severe recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055081947,"gmtCreate":1655218112189,"gmtModify":1676535586909,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Long term - Chinese tech is favourable. Short term - Still volatile.&nbsp;","listText":"Long term - Chinese tech is favourable. Short term - Still volatile.&nbsp;","text":"Long term - Chinese tech is favourable. Short term - Still volatile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055081947","repostId":"1121400553","repostType":2,"repost":{"id":"1121400553","pubTimestamp":1655217932,"share":"https://ttm.financial/m/news/1121400553?lang=&edition=fundamental","pubTime":"2022-06-14 22:45","market":"us","language":"en","title":"Why Alibaba Will Outperform Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1121400553","media":"Seeking Alpha","summary":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fisca","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Inflation pressures are rising in the US and are squeezing consumer demand.</li><li>Monetary and fiscal policy in the West will tighten, while China will likely ease.</li><li>Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.</li><li>Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.</li><li>I expect Alibaba to outperform relative to Amazon.</li></ul><p><b>Summary</b></p><p>In this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies&#39; business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.</p><p>I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).</p><p><b>The Market has turned</b></p><p>The Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.</p><p>The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn&#39;t address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.</p><p>Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.</p><p><img src=\"https://static.tigerbbs.com/41a942d3225895324a1293c6e8fe5852\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.</p><p><b>The Fed wants a reverse Wealth Effect</b></p><p>The Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn&#39;t break the credit market or crush the labor market in the medium term.</p><p>Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn&#39;t work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.</p><p>Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.</p><p><b>Amazon and Alibaba as Proxy</b></p><p>Both Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.</p><p>More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.</p><p><b>Why short Amazon?</b></p><p>The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon&#39;s business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.</p><p>Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.</p><p>Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don&#39;t believe that is likely to happen.</p><p><b>Why long Alibaba?</b></p><p>The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.</p><p>Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People&#39;s Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.</p><p>In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be &#34;uninvestable&#34;. However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China&#39;s interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.</p><p>Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.</p><p>The Charts speak for themselves <img src=\"https://static.tigerbbs.com/0d5cf7f1ea0742a9c2111a779c35014b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.</p><p><b>The Takeaways</b></p><p><img src=\"https://static.tigerbbs.com/2a293d91b08078d7eaba98b982685125\" tg-width=\"618\" tg-height=\"319\" width=\"100%\" height=\"auto\"/><b>Risks to the Pair Trade</b></p><p>The Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.</p><p>The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don&#39;t expect it in 2022 &amp; early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.</p><p>The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.</p><p><b>Closing Thoughts</b></p><p>Even with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Alibaba Will Outperform Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alibaba Will Outperform Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518217-alibaba-outperform-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121400553","content_text":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.I expect Alibaba to outperform relative to Amazon.SummaryIn this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies' business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).The Market has turnedThe Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn't address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.Data by YChartsThe disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.The Fed wants a reverse Wealth EffectThe Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn't break the credit market or crush the labor market in the medium term.Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn't work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.Amazon and Alibaba as ProxyBoth Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.Why short Amazon?The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon's business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don't believe that is likely to happen.Why long Alibaba?The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People's Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be \"uninvestable\". However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China's interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.The Charts speak for themselves Data by YChartsThe stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.The TakeawaysRisks to the Pair TradeThe Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don't expect it in 2022 & early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.Closing ThoughtsEven with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055004125,"gmtCreate":1655216304867,"gmtModify":1676535586070,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Trap. FOMC meeting don't forget&nbsp;","listText":"Trap. FOMC meeting don't forget&nbsp;","text":"Trap. FOMC meeting don't forget","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055004125","repostId":"1148258202","repostType":4,"repost":{"id":"1148258202","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655213590,"share":"https://ttm.financial/m/news/1148258202?lang=&edition=fundamental","pubTime":"2022-06-14 21:33","market":"us","language":"en","title":"U.S. Stocks Rebound After S&P 500 Dips Into Bear Market Territory","url":"https://stock-news.laohu8.com/highlight/detail?id=1148258202","media":"Tiger Newspress","summary":"U.S. stock futures rose Tuesday, as the market tried to claw back some of Monday’s steep declines th","content":"<html><head></head><body><p>U.S. stock futures rose Tuesday, as the market tried to claw back some of Monday’s steep declines that pushed the S&amp;P 500 back into bear market territory. Traders also looked ahead to a key monetary policy announcement from the Federal Reserve later in the week.</p><p>Dow Jones Industrial Average futures rose 130 points, or 0.45%. S&amp;P 500 and Nasdaq 100 futures climbed 0.6% and 1%, respectively.</p><p>Shares of Oracle jumped 12% in premarket trading after the software company reported an earnings beat boosted by a “major increase in demand” in its infrastructure cloud business.</p><p>The moves came after an intense sell-off Monday. The S&amp;P 500 slumped 3.9% to its lowest level since March 2021, closing more than 21% below its January record. Monday’s close marked bear market for the S&amp;P 500 since March 2020. During that last bear market, the S&amp;P 500 lost 33.9% before recovering, according to data compiled by S&amp;P Dow Jones Indices. The data also showed that bear markets on average last more than 18 months.</p><p>Meanwhile, the Dow tumbled 2.8%, putting it roughly 17% off its record high. The Nasdaq Composite dropped nearly 4.7% and is now more than 33% off its November record.</p><p>Those losses came as expectations grow for the Fed to hike rates more than initially anticipated. CNBC’s Steve Liesman reported Monday that theFed will “likely” consider a 75-basis-point increase, which is greater than the 50-basis-point hike many traders had come to expect. TheWall Street Journal reported the story first.</p><p>Traders now see a more than 90% chance of a 75-basis-point rate hike at this week’s Fed meeting, which concludes Wednesday, according to the CME Group’s FedWatchtool that measures pricing in the fed funds futures markets.</p><p>That change in Fed policy expectations sent rates surging, with the 10-year rate briefly topping 3.4%on Monday. The benchmark rate eased back to about 3.32% on Tuesday.</p><p>“The move in the 10-year Treasury yield toward 3.5% shows the market’s fear that the Fed may fall further behind the curve is increasing,” wrote UBS strategists led by Mark Haefele. “In turn, this will give the Fed less room to ‘declare victory’ and ease off on rate hikes. As a result, the risks of a Fed-induced recession have increased, in our view, and the chances of a recession in the next six months have risen.”</p><p>Investors digested another important inflation reading of May’s producer price index on Tuesday. It showed wholesale prices rise 10.8% and hover near a record pace.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Rebound After S&P 500 Dips Into Bear Market Territory</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Rebound After S&P 500 Dips Into Bear Market Territory\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-14 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures rose Tuesday, as the market tried to claw back some of Monday’s steep declines that pushed the S&amp;P 500 back into bear market territory. Traders also looked ahead to a key monetary policy announcement from the Federal Reserve later in the week.</p><p>Dow Jones Industrial Average futures rose 130 points, or 0.45%. S&amp;P 500 and Nasdaq 100 futures climbed 0.6% and 1%, respectively.</p><p>Shares of Oracle jumped 12% in premarket trading after the software company reported an earnings beat boosted by a “major increase in demand” in its infrastructure cloud business.</p><p>The moves came after an intense sell-off Monday. The S&amp;P 500 slumped 3.9% to its lowest level since March 2021, closing more than 21% below its January record. Monday’s close marked bear market for the S&amp;P 500 since March 2020. During that last bear market, the S&amp;P 500 lost 33.9% before recovering, according to data compiled by S&amp;P Dow Jones Indices. The data also showed that bear markets on average last more than 18 months.</p><p>Meanwhile, the Dow tumbled 2.8%, putting it roughly 17% off its record high. The Nasdaq Composite dropped nearly 4.7% and is now more than 33% off its November record.</p><p>Those losses came as expectations grow for the Fed to hike rates more than initially anticipated. CNBC’s Steve Liesman reported Monday that theFed will “likely” consider a 75-basis-point increase, which is greater than the 50-basis-point hike many traders had come to expect. TheWall Street Journal reported the story first.</p><p>Traders now see a more than 90% chance of a 75-basis-point rate hike at this week’s Fed meeting, which concludes Wednesday, according to the CME Group’s FedWatchtool that measures pricing in the fed funds futures markets.</p><p>That change in Fed policy expectations sent rates surging, with the 10-year rate briefly topping 3.4%on Monday. The benchmark rate eased back to about 3.32% on Tuesday.</p><p>“The move in the 10-year Treasury yield toward 3.5% shows the market’s fear that the Fed may fall further behind the curve is increasing,” wrote UBS strategists led by Mark Haefele. “In turn, this will give the Fed less room to ‘declare victory’ and ease off on rate hikes. As a result, the risks of a Fed-induced recession have increased, in our view, and the chances of a recession in the next six months have risen.”</p><p>Investors digested another important inflation reading of May’s producer price index on Tuesday. It showed wholesale prices rise 10.8% and hover near a record pace.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148258202","content_text":"U.S. stock futures rose Tuesday, as the market tried to claw back some of Monday’s steep declines that pushed the S&P 500 back into bear market territory. Traders also looked ahead to a key monetary policy announcement from the Federal Reserve later in the week.Dow Jones Industrial Average futures rose 130 points, or 0.45%. S&P 500 and Nasdaq 100 futures climbed 0.6% and 1%, respectively.Shares of Oracle jumped 12% in premarket trading after the software company reported an earnings beat boosted by a “major increase in demand” in its infrastructure cloud business.The moves came after an intense sell-off Monday. The S&P 500 slumped 3.9% to its lowest level since March 2021, closing more than 21% below its January record. Monday’s close marked bear market for the S&P 500 since March 2020. During that last bear market, the S&P 500 lost 33.9% before recovering, according to data compiled by S&P Dow Jones Indices. The data also showed that bear markets on average last more than 18 months.Meanwhile, the Dow tumbled 2.8%, putting it roughly 17% off its record high. The Nasdaq Composite dropped nearly 4.7% and is now more than 33% off its November record.Those losses came as expectations grow for the Fed to hike rates more than initially anticipated. CNBC’s Steve Liesman reported Monday that theFed will “likely” consider a 75-basis-point increase, which is greater than the 50-basis-point hike many traders had come to expect. TheWall Street Journal reported the story first.Traders now see a more than 90% chance of a 75-basis-point rate hike at this week’s Fed meeting, which concludes Wednesday, according to the CME Group’s FedWatchtool that measures pricing in the fed funds futures markets.That change in Fed policy expectations sent rates surging, with the 10-year rate briefly topping 3.4%on Monday. The benchmark rate eased back to about 3.32% on Tuesday.“The move in the 10-year Treasury yield toward 3.5% shows the market’s fear that the Fed may fall further behind the curve is increasing,” wrote UBS strategists led by Mark Haefele. “In turn, this will give the Fed less room to ‘declare victory’ and ease off on rate hikes. As a result, the risks of a Fed-induced recession have increased, in our view, and the chances of a recession in the next six months have risen.”Investors digested another important inflation reading of May’s producer price index on Tuesday. It showed wholesale prices rise 10.8% and hover near a record pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056621263,"gmtCreate":1655005350152,"gmtModify":1676535547402,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"DCA, yay","listText":"DCA, yay","text":"DCA, yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056621263","repostId":"1105643239","repostType":4,"repost":{"id":"1105643239","pubTimestamp":1654997027,"share":"https://ttm.financial/m/news/1105643239?lang=&edition=fundamental","pubTime":"2022-06-12 09:23","market":"us","language":"en","title":"Nvidia Stock: Secular Growth Provides Hope","url":"https://stock-news.laohu8.com/highlight/detail?id=1105643239","media":"Seeking Alpha","summary":"SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration cou","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Nvidia&#39;s GPU stronghold provides it with secular growth attributes.</li><li>CPU market penetration could tap into the data center space, with time-series AI providing a value-add.</li><li>Supply Chains are still a mess, but a few critical aspects are shifting. In addition, Nvidia has market dominance, providing it with bargaining power.</li><li>The stock&#39;s recent downturn has led to it being undervalued on a relative basis.</li><li>A quantitative risk analysis implies that it&#39;s an extremely risky bet. However, the recent sell-off is likely overdone.</li></ul><p>I&#39;m sure the majority of semiconductor investors are relatively discouraged after most related stocks have experienced significant drawdowns since the turn of the year. However, after analyzing the industry and Nvidia&#39;s (NASDAQ:NVDA) role, we&#39;ve concluded that there&#39;s been an overreaction by market participants and that Nvidia, the most prominent GPU producer, is part of a secular growth pattern that&#39;s currently underpriced by the market.</p><p><img src=\"https://static.tigerbbs.com/b28f1f4a49946a511a88e8e623ca19bb\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><p><b>Market &amp; Product Analysis</b></p><p>Nvidia&#39;s exposure is still concentrated on gaming and professional visualization, with the two markets combined making up nearly 90% of the firm&#39;s revenue mix. Nvidia&#39;s gaming unit is currently being driven by robust growth in desktop GPUs, with high-end demand for its GeForce RTX 30-Series products continuing.</p><p>Due to the growing demand for enterprise AI, I see much scope emerging for Nvidia&#39;s data centre operations. Existing GPUs provide image recognition abilities. However, the company&#39;s newly launched Grace CPU chip provides time-series attributes that could end up being a big breadwinner for the firm.</p><p><img src=\"https://static.tigerbbs.com/d3d3466d7c19047f6def94742f88a44b\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"/></p><p><b>BusinessQuant</b></p><p>As mentioned, Nvidia&#39;s primary focus is on GPUs, where it owns approximately 78% of the market, which provides it with significant pricing power. The firm&#39;s pricing power is conveyed by its ROIC (Return on Invested Capital) ratio of57.48%(explanation here) and its gross margin of65.26%. Gross margins are a valuable indicator of economies of scale. Nvidia&#39;s economies of scale status allows it to take advantage of matters such as bargaining power over its suppliers and pricing power over its customers.</p><p>As Nvidia expands into the CPU market and as competitors enter the hotly contested semiconductor industry, we&#39;ll likely see a slight dilution of its GPU market share. Nonetheless, the firm&#39;s massive exposure to a market (GPUs) with a projected 2020-2025 CAGR (Constant Annual Growth Rate) of32.7%means that Nvidia is a secular growth stock, and transitory economic downturns don&#39;t provide much of a headwind.</p><p><img src=\"https://static.tigerbbs.com/446f2b9c26609e31583fa6f60d678b1b\" tg-width=\"640\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/></p><p>WCCF TECH</p><p><b>AI Could Really Spark Nvidia&#39;s Growth Trajectory</b></p><p>I mentioned before that Nvidia could tap into the AI market. I&#39;d like to expand on this, as many aren&#39;t quite familiar with the growth areas in the market.</p><p>Nvidia recently launched a library called cuDNN. The library is a database for artificial neural network (ANN) related concepts. ANNs are state-of-the-art AI networks that mimic the human brain to replicate time-series and image recognition patterns.</p><p>Time-series patterns can be applied to various enterprise solutions and automotive applications. In contrast, image recognition can be applied to artificial art, fashion, and advertising.</p><p>In essence, Nvidia has the scope to pivot with its existing technology into a neural network market that&#39;s growing at21.5%per year.</p><p><b>Supply-Chain Aspects</b></p><p>Let&#39;s start by looking at the main congestion points in the supply chain. First of all, we need to look at Polysilicon production, which has increased by7.24%since April in China. This is a tremendous positive for the semiconductor domain and related industries. A broader look at production conveys that China&#39;s PMI is gathering steam again, providing optimism to supply chain prospects.</p><p><img src=\"https://static.tigerbbs.com/330777c9878f9c29ae8d3949b09abf8f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Furthermore, Nvidia itself is stocked with inventory, as it&#39;s experienced a year-over-year increase in finished goods and raw materials. Processed goods are an issue. However, with the PMI in China picking up, processed goods will likely come good soon.</p><p><img src=\"https://static.tigerbbs.com/359bb9dfe4f57983afe011cf2fc9ebbb\" tg-width=\"635\" tg-height=\"509\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Although I&#39;m generally bullish about Nvidia&#39;s supply-chain issues, I&#39;m concerned about the Russia-Ukraine war. Russia, Belarus, and Ukraine are massive exporters of ferrous metals. If we&#39;re in an ex-Black Sea trade globe, we&#39;ll likely see input costs continue to rise in the semiconductor space, as primary sector procurement restructuring will take considerable time. Lastly, China&#39;s Covid-19 lockdown policies are uncertain and inconsistent. Thus, supply-chain consolidation could be at risk.</p><p><b>Relative Valuation</b></p><p>It&#39;s clear that Nvidia&#39;s potential to expand is there. Yet, from a stock investing vantage point, we must discover whether the possibilities have been priced in or not. Before its more than 40% year-to-date downturn, I&#39;d say we&#39;d be having a different conversation right now. However, relative valuation metrics imply that Nvidia stock is undervalued at its current price.</p><p><img src=\"https://static.tigerbbs.com/a2d187f038705a13f7c3b4e676e8c07f\" tg-width=\"628\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/>Source: Seeking Alpha</p><p>Nvidia&#39;s price-earnings is at a 21.77% normalized discount, which means that it&#39;s trading lower than its 5-year cyclical average. In addition, the stock&#39;s PE is accommodated by a PEG, which is below its 1.00x valuation threshold. A PEG ratio of below1.00xconveys that the firm&#39;s earnings-per-share growth is outpacing its P/E growth. Thus, considering both metrics cohesively, we can conclude that Nvidia stock is undervalued on an earnings-per-share basis.</p><p>Furthermore, the stock&#39;s EV/EBITDA suggests that the market undervalues Nvidia&#39;s operating earnings before depreciation and amortization, as the metric is at a22.50%discount to its 5-year average.</p><p><b>Quantitative Risk Analysis</b></p><p>Quantitative risk measures contextualize the risk/reward we&#39;re getting whenever we invest in a stock. Additionally, it helps us stay away from the panic button as we&#39;re aware of what kind of stock price deviations to expect.</p><p>Nvidia&#39;s stock doesn&#39;t provide an ideal Sharpe Ratio (below 1.00x), which can be explained by its Value at Risk. The VaR indicates that Nvidia&#39;s stock could lose 23.07% of its value in a month, 5% of the times.</p><p>These deviations are quite substantial. However, consider that Nvidia&#39;s already lost nearly half of its value since the turn of the year and that these statistical downward deviations usually occur whenever the stock&#39;s topped out.</p><p><img src=\"https://static.tigerbbs.com/553c22a2c1b3c6c9c3a7fbaafb8183ba\" tg-width=\"640\" tg-height=\"454\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts on Seeking Alpha</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock: Secular Growth Provides Hope</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock: Secular Growth Provides Hope\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 09:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration could tap into the data center space, with time-series AI providing a value-add.Supply Chains are still...</p>\n\n<a href=\"https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4517873-nvidia-stock-secular-growth-provides-hope","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105643239","content_text":"SummaryNvidia's GPU stronghold provides it with secular growth attributes.CPU market penetration could tap into the data center space, with time-series AI providing a value-add.Supply Chains are still a mess, but a few critical aspects are shifting. In addition, Nvidia has market dominance, providing it with bargaining power.The stock's recent downturn has led to it being undervalued on a relative basis.A quantitative risk analysis implies that it's an extremely risky bet. However, the recent sell-off is likely overdone.I'm sure the majority of semiconductor investors are relatively discouraged after most related stocks have experienced significant drawdowns since the turn of the year. However, after analyzing the industry and Nvidia's (NASDAQ:NVDA) role, we've concluded that there's been an overreaction by market participants and that Nvidia, the most prominent GPU producer, is part of a secular growth pattern that's currently underpriced by the market.Data byYChartsMarket & Product AnalysisNvidia's exposure is still concentrated on gaming and professional visualization, with the two markets combined making up nearly 90% of the firm's revenue mix. Nvidia's gaming unit is currently being driven by robust growth in desktop GPUs, with high-end demand for its GeForce RTX 30-Series products continuing.Due to the growing demand for enterprise AI, I see much scope emerging for Nvidia's data centre operations. Existing GPUs provide image recognition abilities. However, the company's newly launched Grace CPU chip provides time-series attributes that could end up being a big breadwinner for the firm.BusinessQuantAs mentioned, Nvidia's primary focus is on GPUs, where it owns approximately 78% of the market, which provides it with significant pricing power. The firm's pricing power is conveyed by its ROIC (Return on Invested Capital) ratio of57.48%(explanation here) and its gross margin of65.26%. Gross margins are a valuable indicator of economies of scale. Nvidia's economies of scale status allows it to take advantage of matters such as bargaining power over its suppliers and pricing power over its customers.As Nvidia expands into the CPU market and as competitors enter the hotly contested semiconductor industry, we'll likely see a slight dilution of its GPU market share. Nonetheless, the firm's massive exposure to a market (GPUs) with a projected 2020-2025 CAGR (Constant Annual Growth Rate) of32.7%means that Nvidia is a secular growth stock, and transitory economic downturns don't provide much of a headwind.WCCF TECHAI Could Really Spark Nvidia's Growth TrajectoryI mentioned before that Nvidia could tap into the AI market. I'd like to expand on this, as many aren't quite familiar with the growth areas in the market.Nvidia recently launched a library called cuDNN. The library is a database for artificial neural network (ANN) related concepts. ANNs are state-of-the-art AI networks that mimic the human brain to replicate time-series and image recognition patterns.Time-series patterns can be applied to various enterprise solutions and automotive applications. In contrast, image recognition can be applied to artificial art, fashion, and advertising.In essence, Nvidia has the scope to pivot with its existing technology into a neural network market that's growing at21.5%per year.Supply-Chain AspectsLet's start by looking at the main congestion points in the supply chain. First of all, we need to look at Polysilicon production, which has increased by7.24%since April in China. This is a tremendous positive for the semiconductor domain and related industries. A broader look at production conveys that China's PMI is gathering steam again, providing optimism to supply chain prospects.Data by YChartsFurthermore, Nvidia itself is stocked with inventory, as it's experienced a year-over-year increase in finished goods and raw materials. Processed goods are an issue. However, with the PMI in China picking up, processed goods will likely come good soon.Data by YChartsAlthough I'm generally bullish about Nvidia's supply-chain issues, I'm concerned about the Russia-Ukraine war. Russia, Belarus, and Ukraine are massive exporters of ferrous metals. If we're in an ex-Black Sea trade globe, we'll likely see input costs continue to rise in the semiconductor space, as primary sector procurement restructuring will take considerable time. Lastly, China's Covid-19 lockdown policies are uncertain and inconsistent. Thus, supply-chain consolidation could be at risk.Relative ValuationIt's clear that Nvidia's potential to expand is there. Yet, from a stock investing vantage point, we must discover whether the possibilities have been priced in or not. Before its more than 40% year-to-date downturn, I'd say we'd be having a different conversation right now. However, relative valuation metrics imply that Nvidia stock is undervalued at its current price.Source: Seeking AlphaNvidia's price-earnings is at a 21.77% normalized discount, which means that it's trading lower than its 5-year cyclical average. In addition, the stock's PE is accommodated by a PEG, which is below its 1.00x valuation threshold. A PEG ratio of below1.00xconveys that the firm's earnings-per-share growth is outpacing its P/E growth. Thus, considering both metrics cohesively, we can conclude that Nvidia stock is undervalued on an earnings-per-share basis.Furthermore, the stock's EV/EBITDA suggests that the market undervalues Nvidia's operating earnings before depreciation and amortization, as the metric is at a22.50%discount to its 5-year average.Quantitative Risk AnalysisQuantitative risk measures contextualize the risk/reward we're getting whenever we invest in a stock. Additionally, it helps us stay away from the panic button as we're aware of what kind of stock price deviations to expect.Nvidia's stock doesn't provide an ideal Sharpe Ratio (below 1.00x), which can be explained by its Value at Risk. The VaR indicates that Nvidia's stock could lose 23.07% of its value in a month, 5% of the times.These deviations are quite substantial. However, consider that Nvidia's already lost nearly half of its value since the turn of the year and that these statistical downward deviations usually occur whenever the stock's topped out.YCharts on Seeking Alpha","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056623701,"gmtCreate":1655005319103,"gmtModify":1676535547385,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Buy, it dips. Buy again, it dips again. Wait, lah..&nbsp;","listText":"Buy, it dips. Buy again, it dips again. Wait, lah..&nbsp;","text":"Buy, it dips. Buy again, it dips again. Wait, lah..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056623701","repostId":"2242581596","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056623531,"gmtCreate":1655005282923,"gmtModify":1676535547376,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056623531","repostId":"1116076928","repostType":2,"repost":{"id":"1116076928","pubTimestamp":1654999695,"share":"https://ttm.financial/m/news/1116076928?lang=&edition=fundamental","pubTime":"2022-06-12 10:08","market":"us","language":"en","title":"Should You Buy Tesla Stock After UBS Upgrade?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116076928","media":"InvestorPlace","summary":"Assuming the Twitter situation has stabilized for the moment, the biggest potential downside to TSLA stock is the ripple effects of the company’s Shanghai plant shutdown. With a 22-day closure in April followed by reduced production and the Covid-19 lockdown’s impact on EV sales in China, the news on that front is not going to be good.However, it’s important to recognize that this was a limited time event. Production is ramping back up.Chinese EV demand is ramping back up. Any hit to TSLA stock ","content":"<html><head></head><body><ul><li>UBS upgraded <b>Tesla Inc</b>(<b><u>TSLA</u></b>) stock to a “buy” with a price target of $1,100</li><li>The UBS target suggests 50% upside for TSLA stock</li><li>TSLA stock is rising as a result of the upgrade, but remains down by around 37% in 2022, making a strong argument for growth investors to buy Tesla shares</li></ul><p><b>Tesla Inc</b>(NASDAQ:<b><u>TSLA</u></b>) shares have been feeling the full effects of 2022’s impact on the stock market. This includes concerns about macro economic factors like inflation, interest rates, and war. It also includes supply chain issues caused by shut-downs in China.</p><p>Between being closed because of Covid-19 lockdowns and then feeling the impact of those lockdowns on the supply chain, Tesla’sShanghai plant has seen production slump.</p><p>However, TSLA stock has also been hit by unique challenges. Like CEO Elon Musk deciding he’d like to battle for ownership of social media platform <b>Twitter</b>(NYSE:<b><u>TWTR</u></b>). Or Elon Musk mandating employees return to the office or quit while ruminating about layoffs and musing that he feels “super bad” about the economy.</p><p>The Twitter drama in particular has been costly for Tesla shareholders, with TSLA stock losing a third of its value since it began in early April.</p><p>However, things may be in the process of turning around for TSLA. On Thursday, it was reported thatUBS analyst Patrick Hummelhad upgraded Tesla stock from “neutral” to “buy.” In addition, Hummel set a $1,100 price target.</p><p>Tesla stock popped Thursday in response, but remains down by roughly 37% in 2022. This upgrade may just be the latest sign the time is right to buy TSLA stock for your own portfolio.</p><p>Why UBS Is So Bullish on Tesla</p><p>Why did UBS choose now to upgrade its Tesla rating?As reported by Teslarati, Patrick Hummel cited three main reasons:</p><ul><li>Record-high order backlog with two new gigafactories ramping up production</li><li>Improving margins driven by increased prices and process innovation</li><li>A competitive edge for Tesla in key supply chains</li></ul><p>In addition, Hummel feels that Tesla’s vertical integration in chips, battery systems, and software will pay off with superior growth and profitability.</p><p><b>What About the Shanghai Shutdown?</b></p><p>Assuming the Twitter situation has stabilized for the moment, the biggest potential downside to TSLA stock is the ripple effects of the company’s Shanghai plant shutdown. With a 22-day closure in April followed by reduced production and the Covid-19 lockdown’s impact on EV sales in China, the news on that front is not going to be good.</p><p>However, it’s important to recognize that this was a limited time event. Production is ramping back up. Chinese EV demand is ramping back up. Any hit to TSLA stock when the production and delivery stats for this quarter are released is going to be temporary.</p><p><b>Bottom Line</b></p><p>UBS is making a strong case for Tesla stock to recover from its 2022 weakness. What about other investment analysts, though?</p><p>Well, TSLA stock continues to earn an “A” rating in <i>Portfolio Grader</i>. It’s a great pick for someone looking to add a proven, long-term growth stock to their portfolio. At current prices, the nearly 40% discount compared to November 2021 highs makes TSLA stock very tempting. Especially given the surge in popularity of EVs.</p><p>Checking in with investment analysts tracked by <i>CNN Money,</i> they have TSLArated as a consensus “buy.”Their median price target of $1,000 isn’t quite as aggressive as UBS’s, but it still offers a very respectable 31% upside.</p><p>Tesla stock may still have a bumpy road ahead in the short-term. Especially when the full impact of the Shanghai factory shutdown becomes apparent when the company reports earnings near the end of July. However, as a long-term growth investment, TSLA stock is definitely a buy.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Buy Tesla Stock After UBS Upgrade?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Tesla Stock After UBS Upgrade?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/should-you-buy-tsla-stock-after-ubs-upgrade/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS upgraded Tesla Inc(TSLA) stock to a “buy” with a price target of $1,100The UBS target suggests 50% upside for TSLA stockTSLA stock is rising as a result of the upgrade, but remains down by around ...</p>\n\n<a href=\"https://investorplace.com/2022/06/should-you-buy-tsla-stock-after-ubs-upgrade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/06/should-you-buy-tsla-stock-after-ubs-upgrade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116076928","content_text":"UBS upgraded Tesla Inc(TSLA) stock to a “buy” with a price target of $1,100The UBS target suggests 50% upside for TSLA stockTSLA stock is rising as a result of the upgrade, but remains down by around 37% in 2022, making a strong argument for growth investors to buy Tesla sharesTesla Inc(NASDAQ:TSLA) shares have been feeling the full effects of 2022’s impact on the stock market. This includes concerns about macro economic factors like inflation, interest rates, and war. It also includes supply chain issues caused by shut-downs in China.Between being closed because of Covid-19 lockdowns and then feeling the impact of those lockdowns on the supply chain, Tesla’sShanghai plant has seen production slump.However, TSLA stock has also been hit by unique challenges. Like CEO Elon Musk deciding he’d like to battle for ownership of social media platform Twitter(NYSE:TWTR). Or Elon Musk mandating employees return to the office or quit while ruminating about layoffs and musing that he feels “super bad” about the economy.The Twitter drama in particular has been costly for Tesla shareholders, with TSLA stock losing a third of its value since it began in early April.However, things may be in the process of turning around for TSLA. On Thursday, it was reported thatUBS analyst Patrick Hummelhad upgraded Tesla stock from “neutral” to “buy.” In addition, Hummel set a $1,100 price target.Tesla stock popped Thursday in response, but remains down by roughly 37% in 2022. This upgrade may just be the latest sign the time is right to buy TSLA stock for your own portfolio.Why UBS Is So Bullish on TeslaWhy did UBS choose now to upgrade its Tesla rating?As reported by Teslarati, Patrick Hummel cited three main reasons:Record-high order backlog with two new gigafactories ramping up productionImproving margins driven by increased prices and process innovationA competitive edge for Tesla in key supply chainsIn addition, Hummel feels that Tesla’s vertical integration in chips, battery systems, and software will pay off with superior growth and profitability.What About the Shanghai Shutdown?Assuming the Twitter situation has stabilized for the moment, the biggest potential downside to TSLA stock is the ripple effects of the company’s Shanghai plant shutdown. With a 22-day closure in April followed by reduced production and the Covid-19 lockdown’s impact on EV sales in China, the news on that front is not going to be good.However, it’s important to recognize that this was a limited time event. Production is ramping back up. Chinese EV demand is ramping back up. Any hit to TSLA stock when the production and delivery stats for this quarter are released is going to be temporary.Bottom LineUBS is making a strong case for Tesla stock to recover from its 2022 weakness. What about other investment analysts, though?Well, TSLA stock continues to earn an “A” rating in Portfolio Grader. It’s a great pick for someone looking to add a proven, long-term growth stock to their portfolio. At current prices, the nearly 40% discount compared to November 2021 highs makes TSLA stock very tempting. Especially given the surge in popularity of EVs.Checking in with investment analysts tracked by CNN Money, they have TSLArated as a consensus “buy.”Their median price target of $1,000 isn’t quite as aggressive as UBS’s, but it still offers a very respectable 31% upside.Tesla stock may still have a bumpy road ahead in the short-term. Especially when the full impact of the Shanghai factory shutdown becomes apparent when the company reports earnings near the end of July. However, as a long-term growth investment, TSLA stock is definitely a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056889433,"gmtCreate":1654995828423,"gmtModify":1676535543560,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Unfortunately, true&nbsp;","listText":"Unfortunately, true&nbsp;","text":"Unfortunately, true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056889433","repostId":"1193591642","repostType":4,"repost":{"id":"1193591642","pubTimestamp":1654995722,"share":"https://ttm.financial/m/news/1193591642?lang=&edition=fundamental","pubTime":"2022-06-12 09:02","market":"us","language":"en","title":"AMC Stock Hasn’t Changed and One Blockbuster Doesn’t Fix It","url":"https://stock-news.laohu8.com/highlight/detail?id=1193591642","media":"InvestorPlace","summary":"AMC(AMC) scored another temporary \"win\" on the strong performance ofTop Gun: Maverick.The company's CEO is taking liberty with what this means for AMC.While short interest remains high, AMC remains li","content":"<html><head></head><body><ul><li><b>AMC</b>(<b><u>AMC</u></b>) scored another temporary &#34;win&#34; on the strong performance of <i>Top Gun: Maverick</i>.</li><li>The company&#39;s CEO is taking liberty with what this means for AMC.</li><li>While short interest remains high, AMC remains little more than a gamble.</li></ul><p>Potential investors in <b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) stock looking for opinions that support buying aren’t going to get that from me. That’s because the stock is simply a bet that a short-term catalyst can ignite a short squeeze, triggering quick gains. Predicting that is exceptionally difficult.</p><p>Therefore, investing in AMC is more likely to result in losses, despite the success of <i>Top Gun: Maverick.</i></p><p><b>Top Gun</b></p><p>AMC Chief Executive Officer (CEO) Adam Aron was quick to jump on the success of Tom Cruise’s newest movie, <i>Top Gun: Maverick.</i></p><p>But let’s look at the numbers behind its strong release and understand what they mean to AMC in the grander scheme of things. Top Gun garnered$151 million in sales over the Memorial Day weekend, beating expectations that it would bring in $142 million.</p><p>From the perspective of money in the door and gross margin, it’s undeniably positive. One estimate suggests that AMC likely pulled in $50 million of that total $151 million in sales, roughly a third of everything. That makes sense given its market share and likely resulted in $29 million in gross proceeds.</p><p>Its box office stands at $274 million as of Jun. 3. That means it might have brought roughly $54 million in proceeds to AMC by now.</p><p>But investors have to remember, AMC lost $337 million in its latest quarter. So, while <i>Top Gun</i> proceeds help it move toward positive, it’s highly unlikely to move the needle materially.</p><p><b>Wishful Thinking</b></p><p>CEO Adam Aron is taking liberty in extrapolating <i>Top Gun’s</i> success to mean more than it does.</p><p>He wants investors to believe a turnaround is underway, stating, “the domestic box office posted a 122% year over year increase compared to Memorial Day 2021, which then featured A QUIET PLACE PART II and the live-action CRUELLA. It’s also been reported that 55% of the total domestic audience this year was 35 years or older, an indication that older Americans are also returning to movie theatres in significant numbers.”</p><p><i>Top Gun</i> is a better movie than those other two from last year’s Memorial Day weekend. And I don’t believe older Americans are returning to theatres. Rather, they are going to see <i>Top Gun</i> because it’s very nostalgic for those who saw the original <i>Top Gun</i>.</p><p><b>Short Interest Play</b></p><p>AMC remains a short squeeze play. It maintains short interest above 20%, indicating retail investors want to prove the shorts wrong. Over time, AMC will continue to decline, however, as losses continue to mount.</p><p>That’s why investors should ignore the temporary bump the new <i>Top Gun</i> movie is producing. It isn’t nearly enough to right AMC’s ship.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock Hasn’t Changed and One Blockbuster Doesn’t Fix It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Stock Hasn’t Changed and One Blockbuster Doesn’t Fix It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/amc-stock-hasnt-changed-and-one-blockbuster-doesnt-fix-it/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC(AMC) scored another temporary \"win\" on the strong performance of Top Gun: Maverick.The company's CEO is taking liberty with what this means for AMC.While short interest remains high, AMC remains ...</p>\n\n<a href=\"https://investorplace.com/2022/06/amc-stock-hasnt-changed-and-one-blockbuster-doesnt-fix-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/06/amc-stock-hasnt-changed-and-one-blockbuster-doesnt-fix-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193591642","content_text":"AMC(AMC) scored another temporary \"win\" on the strong performance of Top Gun: Maverick.The company's CEO is taking liberty with what this means for AMC.While short interest remains high, AMC remains little more than a gamble.Potential investors in AMC Entertainment(NYSE:AMC) stock looking for opinions that support buying aren’t going to get that from me. That’s because the stock is simply a bet that a short-term catalyst can ignite a short squeeze, triggering quick gains. Predicting that is exceptionally difficult.Therefore, investing in AMC is more likely to result in losses, despite the success of Top Gun: Maverick.Top GunAMC Chief Executive Officer (CEO) Adam Aron was quick to jump on the success of Tom Cruise’s newest movie, Top Gun: Maverick.But let’s look at the numbers behind its strong release and understand what they mean to AMC in the grander scheme of things. Top Gun garnered$151 million in sales over the Memorial Day weekend, beating expectations that it would bring in $142 million.From the perspective of money in the door and gross margin, it’s undeniably positive. One estimate suggests that AMC likely pulled in $50 million of that total $151 million in sales, roughly a third of everything. That makes sense given its market share and likely resulted in $29 million in gross proceeds.Its box office stands at $274 million as of Jun. 3. That means it might have brought roughly $54 million in proceeds to AMC by now.But investors have to remember, AMC lost $337 million in its latest quarter. So, while Top Gun proceeds help it move toward positive, it’s highly unlikely to move the needle materially.Wishful ThinkingCEO Adam Aron is taking liberty in extrapolating Top Gun’s success to mean more than it does.He wants investors to believe a turnaround is underway, stating, “the domestic box office posted a 122% year over year increase compared to Memorial Day 2021, which then featured A QUIET PLACE PART II and the live-action CRUELLA. It’s also been reported that 55% of the total domestic audience this year was 35 years or older, an indication that older Americans are also returning to movie theatres in significant numbers.”Top Gun is a better movie than those other two from last year’s Memorial Day weekend. And I don’t believe older Americans are returning to theatres. Rather, they are going to see Top Gun because it’s very nostalgic for those who saw the original Top Gun.Short Interest PlayAMC remains a short squeeze play. It maintains short interest above 20%, indicating retail investors want to prove the shorts wrong. Over time, AMC will continue to decline, however, as losses continue to mount.That’s why investors should ignore the temporary bump the new Top Gun movie is producing. It isn’t nearly enough to right AMC’s ship.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056348888,"gmtCreate":1654955867444,"gmtModify":1676535539108,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Be careful, don't throw money in.&nbsp;FOMC meeting (raising interest rates)&nbsp;coming week","listText":"Be careful, don't throw money in.&nbsp;FOMC meeting (raising interest rates)&nbsp;coming week","text":"Be careful, don't throw money in. FOMC meeting (raising interest rates) coming week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056348888","repostId":"1137297379","repostType":4,"repost":{"id":"1137297379","pubTimestamp":1654912141,"share":"https://ttm.financial/m/news/1137297379?lang=&edition=fundamental","pubTime":"2022-06-11 09:49","market":"us","language":"en","title":"AAPL, AMZN, GOOG, INTC, MSFT: Why Are Tech Stocks Down Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1137297379","media":"InvestorPlace","summary":"Tech stocks such as Apple(NASDAQ:AAPL), Amazon(NASDAQ:AMZN), Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), In","content":"<html><head></head><body><ul><li>Tech stocks such as <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>), <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>), <b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) and <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) are all down big today.</li><li>The downside moves in these companies appear to be directly tied to today&#39;s CPI print.</li><li>Additionally, slower rates of hiring could indicate demand destruction on the horizon, impacting all tech stocks.</li></ul><p>Today, tech stocks are in focus for most investors. A basket of mega-cap companies, including <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>), <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>), <b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) and <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>), are all down considerably. These one-day moves are the continuation of an overall downtrend we’ve seen throughout this year. On a year-to-date basis, most of the names on this list are down more than 25% at the time of writing.</p><p>Now, for more than a month, the <b>Nasdaq</b> has been in a bear market. The rapid decline in valuations we’ve seen across the board has typically hit more unprofitable and speculative names the hardest. However, the fact that investors are now seeing similar sorts of results from mega-cap tech stocks is worrisome. Indeed, many may be wondering when the carnage will end.</p><p>Let’s dive into some of the factors that are contributing to this bear market in tech right now.</p><p><b>Why Are Tech Stocks Down Today?</b></p><p>The most notable factor driving tech stocks lower today was a rather dismal inflation print. The most recent consumer price index (CPI) data for May is in, and we have a fresh new multi-decade high. May’s reading of 8.6% is the highest since 1981. More importantly, this is much higher than predictions of  8.3%. Additionally, this number is more than the previous 8.5% reading we got in March.</p><p>What does this have to do with tech stocks?</p><p>Well, these picks tend to trade at higher valuations than the rest of the market due to these companies’ growth profiles. Investors will pay more for growth in good times. However, if they think a downturn is on the horizon, multiples contract to “historical” levels. That’s what we’re seeing now — a broad-based reevaluation of the market.</p><p>Additionally, recent reports indicating several tech companies are slowing hiring isn’t helping the view that growth will proliferate from here. Reduced hiring could indicate less demand on the horizon. Indeed, corporate America tends to know a thing or two about how to size its businesses.</p><p>Overall, these macro factors are likely to be hard to overcome. Given how fast inflation is rising, perhaps the worst of the selling pressure isn’t over. At least, that’s what the market is pricing in today.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AAPL, AMZN, GOOG, INTC, MSFT: Why Are Tech Stocks Down Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAAPL, AMZN, GOOG, INTC, MSFT: Why Are Tech Stocks Down Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/aapl-amzn-goog-intc-msft-why-are-tech-stocks-down-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks such as Apple(NASDAQ:AAPL), Amazon(NASDAQ:AMZN), Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), Intel(NASDAQ:INTC) and Microsoft(NASDAQ:MSFT) are all down big today.The downside moves in these ...</p>\n\n<a href=\"https://investorplace.com/2022/06/aapl-amzn-goog-intc-msft-why-are-tech-stocks-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOG":"谷歌","AAPL":"苹果","AMZN":"亚马逊","GOOGL":"谷歌A","INTC":"英特尔"},"source_url":"https://investorplace.com/2022/06/aapl-amzn-goog-intc-msft-why-are-tech-stocks-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137297379","content_text":"Tech stocks such as Apple(NASDAQ:AAPL), Amazon(NASDAQ:AMZN), Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), Intel(NASDAQ:INTC) and Microsoft(NASDAQ:MSFT) are all down big today.The downside moves in these companies appear to be directly tied to today's CPI print.Additionally, slower rates of hiring could indicate demand destruction on the horizon, impacting all tech stocks.Today, tech stocks are in focus for most investors. A basket of mega-cap companies, including Apple(NASDAQ:AAPL), Amazon(NASDAQ:AMZN), Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), Intel(NASDAQ:INTC) and Microsoft(NASDAQ:MSFT), are all down considerably. These one-day moves are the continuation of an overall downtrend we’ve seen throughout this year. On a year-to-date basis, most of the names on this list are down more than 25% at the time of writing.Now, for more than a month, the Nasdaq has been in a bear market. The rapid decline in valuations we’ve seen across the board has typically hit more unprofitable and speculative names the hardest. However, the fact that investors are now seeing similar sorts of results from mega-cap tech stocks is worrisome. Indeed, many may be wondering when the carnage will end.Let’s dive into some of the factors that are contributing to this bear market in tech right now.Why Are Tech Stocks Down Today?The most notable factor driving tech stocks lower today was a rather dismal inflation print. The most recent consumer price index (CPI) data for May is in, and we have a fresh new multi-decade high. May’s reading of 8.6% is the highest since 1981. More importantly, this is much higher than predictions of  8.3%. Additionally, this number is more than the previous 8.5% reading we got in March.What does this have to do with tech stocks?Well, these picks tend to trade at higher valuations than the rest of the market due to these companies’ growth profiles. Investors will pay more for growth in good times. However, if they think a downturn is on the horizon, multiples contract to “historical” levels. That’s what we’re seeing now — a broad-based reevaluation of the market.Additionally, recent reports indicating several tech companies are slowing hiring isn’t helping the view that growth will proliferate from here. Reduced hiring could indicate less demand on the horizon. Indeed, corporate America tends to know a thing or two about how to size its businesses.Overall, these macro factors are likely to be hard to overcome. Given how fast inflation is rising, perhaps the worst of the selling pressure isn’t over. At least, that’s what the market is pricing in today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056341585,"gmtCreate":1654955739947,"gmtModify":1676535539085,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Be careful. Short term,&nbsp;Sellers will start appearing&nbsp;at 120 mark&nbsp;Long term, upward trend.&nbsp;However if Russia loses the war, easily down 20%&nbsp;","listText":"Be careful. Short term,&nbsp;Sellers will start appearing&nbsp;at 120 mark&nbsp;Long term, upward trend.&nbsp;However if Russia loses the war, easily down 20%&nbsp;","text":"Be careful. Short term, Sellers will start appearing at 120 mark Long term, upward trend. However if Russia loses the war, easily down 20%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056341585","repostId":"2242306965","repostType":4,"repost":{"id":"2242306965","pubTimestamp":1655005845,"share":"https://ttm.financial/m/news/2242306965?lang=&edition=fundamental","pubTime":"2022-06-12 11:50","market":"us","language":"en","title":"Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306965","media":"Seekingalpha","summary":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>Since our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.</p><p>However, if we were to split up China&#39;s unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA&#39;s recovery is almost certain, given its good execution in FQ4&#39;22. That would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&amp;P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.</p><p>Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.</p><h2>BABA Closed Off FY2022 Beautifully Despite Macro Issues</h2><p><b>BABA Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0bddd3fb20de09e66cd1e37175083889\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In FQ4&#39;22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company&#39;s declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China&#39;s Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.</p><p><b>BABA Revenue By Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5beecf897ef22504ee5d40ec234fb7c9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>It is evident that BABA&#39;s e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.</p><p><b>BABA Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5dc8d3c27a586f36ff581a18d27e41c7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA&#39;s net income also grew from -$0.82B in FQ4&#39;21 to $0.45B in FQ4&#39;22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.</p><p><b>BABA Cash/ Equivalents, FCF, and FCF Margins</b></p><p></p><p><img src=\"https://static.tigerbbs.com/4595749199296e7f0bad57afe634ddd0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Nonetheless, it is also apparent that the generation of BABA&#39;s previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1&#39;23 onwards.</p><p><b>BABA Operating Expense</b></p><p></p><p><img src=\"https://static.tigerbbs.com/e09cc638b935d072afe2e931e33e1995\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Given BABA&#39;s continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4&#39;22, where the company spent $7.19B in its operating expenses in FQ4&#39;22, representing a 25% decrease QoQ in R&amp;D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA&#39;s capabilities in improving its profitability moving forward.</p><p><b>BABA Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/eab3c1f73050159ba48c5b0ef34aaaef\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Since our previous analysis in May 2022, BABA&#39;s revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government&#39;s intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA&#39;s projected revenue and net income growth moving forward. We shall see.</p><h2><b>So, Is BABA Stock A Buy, Sell, Or Hold?</b></h2><p><b>BABA 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/30d659fd1b639f4a0b0ba027100df036\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.</p><p><b>BABA 5Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b57cbc8c4a7a3a3577e51256f83f2e97\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Nonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.</p><p>Therefore, it is not too late to back up the truck and load up on BABA now.</p><p>Therefore, we <i>rate BABA stock as a Buy.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Fear Of Missing Out? Do Not Miss The Boat Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306965","content_text":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be one highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.BABA Closed Off FY2022 Beautifully Despite Macro IssuesBABA Revenue and Gross IncomeS&P Capital IQIn FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.BABA Revenue By SegmentS&P Capital IQIt is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.BABA Net Income and Net Income MarginS&P Capital IQBABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.BABA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.BABA Operating ExpenseS&P Capital IQGiven BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.BABA Projected Revenue and Net IncomeS&P Capital IQSince our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.BABA 5Y Stock PriceSeeking AlphaNonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.Therefore, it is not too late to back up the truck and load up on BABA now.Therefore, we rate BABA stock as a Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056343569,"gmtCreate":1654955561651,"gmtModify":1676535539070,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Battery swapping. Haha&nbsp;","listText":"Battery swapping. Haha&nbsp;","text":"Battery swapping. Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056343569","repostId":"1141069674","repostType":4,"repost":{"id":"1141069674","pubTimestamp":1654915574,"share":"https://ttm.financial/m/news/1141069674?lang=&edition=fundamental","pubTime":"2022-06-11 10:46","market":"us","language":"en","title":"NIO Stock Alert: Nio Looks to Rival Tesla With Battery Pack Production in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=1141069674","media":"InvestorPlace","summary":"Nio(NIO) plans on producing battery packs during the second half of 2024.The batteries will carry a ","content":"<html><head></head><body><ul><li><b>Nio</b>(<b><u>NIO</u></b>) plans on producing battery packs during the second half of 2024.</li><li>The batteries will carry a voltage of 800-volts.</li><li>Shares of NIO stock are down over 45% year-to-date.</li></ul><p><b>Nio</b>(NYSE:<b><u>NIO</u></b>) stock is trading down 4% today despite an interesting announcement from Chairman William Li. Li stated that Nio has plans to produce an 800-volt battery packin-house during the second half of 2024. Battery costs have risen for Nio during the second quarter after its agreement with battery supplier <b>CATL</b> was renewed.</p><p>During May, Nio announced that it had delivered 7,024 vehicles. Year-to-date, the Chinese electric vehicle (EV) company has delivered 37,866 vehicles, up 11.8% year-over-year. Nio is slowly recovering from mass lockdowns in China due to the coronavirus. It has plans to “further ramp up the production capacity” by working with supply chain partners. This month, the company plans on accelerating “delivery recovery,” so delivery numbers for June will be highly anticipated.</p><p>With that in mind, let’s get into the details of the new battery packs.</p><p><b>NIO Stock: Nio Plans on Producing Battery Pack In 2024</b></p><p>Today, most electric vehicles carry 400-volt batteries. With Nio’s plans to produce 800-volt batteries, charging will be improved for its customers. This is because higher-voltage batteries allows a lower current to be used during the charging process. In addition, a higher-voltage battery “reduces overheating and allows better power retention in the system.”</p><p>Li also mentioned that Nio will plan to use a combination of in-house batteries and externally source batteries in the long run. This is similar to what <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) does with its batteries.</p><p>The new in-house batteries will be used for Nio’s new mass-market models, which are expected to be ready for sale during the second half of 2024. Li mentioned that these models are expected to be priced between $30,000 and $45,000.</p><p>Nio already operates battery-as-a-service(BaaS) swap stations in China. At these stations, customers can drive up and swap their batteries for a fully charged battery. Now, the company has plans to license out its BaaS technology to other automakers. The company seeks to take advantage of Tesla’s shortcomings, as Tesla released its own battery swapping technology in 2014 but ended the program. By 2025, Nio has a goal of operating over 1,000 battery swapping stations outside of China. By the end of 2030, it plans on operating 5,000 battery swapping stations globally.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Alert: Nio Looks to Rival Tesla With Battery Pack Production in 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Alert: Nio Looks to Rival Tesla With Battery Pack Production in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/nio-stock-alert-nio-looks-to-rival-tesla-with-battery-pack-production-in-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio(NIO) plans on producing battery packs during the second half of 2024.The batteries will carry a voltage of 800-volts.Shares of NIO stock are down over 45% year-to-date.Nio(NYSE:NIO) stock is ...</p>\n\n<a href=\"https://investorplace.com/2022/06/nio-stock-alert-nio-looks-to-rival-tesla-with-battery-pack-production-in-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/06/nio-stock-alert-nio-looks-to-rival-tesla-with-battery-pack-production-in-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141069674","content_text":"Nio(NIO) plans on producing battery packs during the second half of 2024.The batteries will carry a voltage of 800-volts.Shares of NIO stock are down over 45% year-to-date.Nio(NYSE:NIO) stock is trading down 4% today despite an interesting announcement from Chairman William Li. Li stated that Nio has plans to produce an 800-volt battery packin-house during the second half of 2024. Battery costs have risen for Nio during the second quarter after its agreement with battery supplier CATL was renewed.During May, Nio announced that it had delivered 7,024 vehicles. Year-to-date, the Chinese electric vehicle (EV) company has delivered 37,866 vehicles, up 11.8% year-over-year. Nio is slowly recovering from mass lockdowns in China due to the coronavirus. It has plans to “further ramp up the production capacity” by working with supply chain partners. This month, the company plans on accelerating “delivery recovery,” so delivery numbers for June will be highly anticipated.With that in mind, let’s get into the details of the new battery packs.NIO Stock: Nio Plans on Producing Battery Pack In 2024Today, most electric vehicles carry 400-volt batteries. With Nio’s plans to produce 800-volt batteries, charging will be improved for its customers. This is because higher-voltage batteries allows a lower current to be used during the charging process. In addition, a higher-voltage battery “reduces overheating and allows better power retention in the system.”Li also mentioned that Nio will plan to use a combination of in-house batteries and externally source batteries in the long run. This is similar to what Tesla(NASDAQ:TSLA) does with its batteries.The new in-house batteries will be used for Nio’s new mass-market models, which are expected to be ready for sale during the second half of 2024. Li mentioned that these models are expected to be priced between $30,000 and $45,000.Nio already operates battery-as-a-service(BaaS) swap stations in China. At these stations, customers can drive up and swap their batteries for a fully charged battery. Now, the company has plans to license out its BaaS technology to other automakers. The company seeks to take advantage of Tesla’s shortcomings, as Tesla released its own battery swapping technology in 2014 but ended the program. By 2025, Nio has a goal of operating over 1,000 battery swapping stations outside of China. By the end of 2030, it plans on operating 5,000 battery swapping stations globally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058670124,"gmtCreate":1654835507468,"gmtModify":1676535520262,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Amazing","listText":"Amazing","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058670124","repostId":"1162814344","repostType":2,"repost":{"id":"1162814344","pubTimestamp":1654831337,"share":"https://ttm.financial/m/news/1162814344?lang=&edition=fundamental","pubTime":"2022-06-10 11:22","market":"us","language":"en","title":"Tesla Master Plan Part 3: Elon Musk Finally Reveals Long-Awaited Details","url":"https://stock-news.laohu8.com/highlight/detail?id=1162814344","media":"InvestorPlace","summary":"What It Means for TSLA StockThe first two Tesla Master Plan phases have been instrumental to the company’s growth. And while it hasn’t been a quick or easy road to get here, Tesla has done a good job meeting the goals outlined by Musk in the plan’s first two parts.He wanted to create an affordable EV, and years later, Teslas have become gradually more affordable. But even as competition has flooded into the EV space, Tesla sales have remained steady. Eveninflationary price hikesdidn’t stop Tesla","content":"<html><head></head><body><ul><li>Elon Musk has revealed the next stage of the <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) Master Plan.</li><li>The first two parts of the plan have been instrumental in Tesla&#39;s success.</li><li>The third phase will center on growth through scaling operations.</li></ul><p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) could use a growth catalyst after last month’s turbulence. While TSLA stock is back in the green today, it has not shaken its May volatility as a new month takes shape. The Tesla stock split is coming, but now investors have something else to be watching. Elon Musk has provided new details on what the third part of the Tesla Master Plan will include.</p><p>After the success of its first two stages, both fans and investors are expecting big things.</p><p><b>What Is the Tesla Master Plan?</b></p><p>“My day job is running a space transportation company called SpaceX, but on the side I am the chairman of Tesla Motors,” Musk stated in a Tesla blog post on Aug. 2, 2006. The post, titled “The Secret Tesla Motors Master Plan (just between you and me)” outlined his vision for the company. It focused on turning Tesla into an industry powerhouse, providing drivers with a wide range of electric vehicle(EV) models.</p><p>Ten years later in July 2016, Musk released the second phase of the Tesla Master Plan. With auto production moving along, his focus now included areas such as solar roofs, integrated battery storage and full self-driving (FSD) technology.</p><p>It hasn’t been another ten years, but Musk discussed the Tesla Master Plan Part 3at a company meeting. <i>Electrek</i> reports that when a staff member asked about the master plan’s next phase, Musk laid out the following:</p><blockquote>“Master Plan Part 3 is all about achieving very large scale. In order to shift the entire energy infrastructure and transport infrastructure of earth, there has to be a very high scale. We have to ask what is the actual tonnage? If we work backward from let’s say about 300 TWh of installed capacity in vehicles and stationary [battery packs] then how do you achieve that tonnage from a mining and refining standpoint, but also do so in a sustainable way.”</blockquote><p>He later added that the plan’s next phase came down to an important question: “How do you get to enough scale to actually shift the entire energy infrastructure of earth?”</p><p><b>What It Means for TSLA Stock</b></p><p>The first two Tesla Master Plan phases have been instrumental to the company’s growth. And while it hasn’t been a quick or easy road to get here, Tesla has done a good job meeting the goals outlined by Musk in the plan’s first two parts.</p><p>He wanted to create an affordable EV, and years later, Teslas have become gradually more affordable. But even as competition has flooded into the EV space, Tesla sales have remained steady. Eveninflationary price hikes didn’t stop Tesla from reporting record sales for the first quarter of 2022. The company’s solar energy and battery storage segments have also grown, as has demand for them.</p><p>That said, Tesla has seen significant turbulence during the current quarter. Market selloffs have generated bearish energy and Musk’s“super bad”feelings about the economy haven’t been reassuring to investors. But this preview of the Tesla Master Plan Part 3 shows the company is focused on growth, and that is will keep moving forward. We don’t know for sure when the full plan will be released, but it will likely happen before 2026.</p><p></p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Master Plan Part 3: Elon Musk Finally Reveals Long-Awaited Details</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Master Plan Part 3: Elon Musk Finally Reveals Long-Awaited Details\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/tesla-master-plan-part-3-elon-musk-finally-reveals-long-awaited-details/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk has revealed the next stage of the Tesla(NASDAQ:TSLA) Master Plan.The first two parts of the plan have been instrumental in Tesla's success.The third phase will center on growth through ...</p>\n\n<a href=\"https://investorplace.com/2022/06/tesla-master-plan-part-3-elon-musk-finally-reveals-long-awaited-details/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/06/tesla-master-plan-part-3-elon-musk-finally-reveals-long-awaited-details/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162814344","content_text":"Elon Musk has revealed the next stage of the Tesla(NASDAQ:TSLA) Master Plan.The first two parts of the plan have been instrumental in Tesla's success.The third phase will center on growth through scaling operations.Tesla(NASDAQ:TSLA) could use a growth catalyst after last month’s turbulence. While TSLA stock is back in the green today, it has not shaken its May volatility as a new month takes shape. The Tesla stock split is coming, but now investors have something else to be watching. Elon Musk has provided new details on what the third part of the Tesla Master Plan will include.After the success of its first two stages, both fans and investors are expecting big things.What Is the Tesla Master Plan?“My day job is running a space transportation company called SpaceX, but on the side I am the chairman of Tesla Motors,” Musk stated in a Tesla blog post on Aug. 2, 2006. The post, titled “The Secret Tesla Motors Master Plan (just between you and me)” outlined his vision for the company. It focused on turning Tesla into an industry powerhouse, providing drivers with a wide range of electric vehicle(EV) models.Ten years later in July 2016, Musk released the second phase of the Tesla Master Plan. With auto production moving along, his focus now included areas such as solar roofs, integrated battery storage and full self-driving (FSD) technology.It hasn’t been another ten years, but Musk discussed the Tesla Master Plan Part 3at a company meeting. Electrek reports that when a staff member asked about the master plan’s next phase, Musk laid out the following:“Master Plan Part 3 is all about achieving very large scale. In order to shift the entire energy infrastructure and transport infrastructure of earth, there has to be a very high scale. We have to ask what is the actual tonnage? If we work backward from let’s say about 300 TWh of installed capacity in vehicles and stationary [battery packs] then how do you achieve that tonnage from a mining and refining standpoint, but also do so in a sustainable way.”He later added that the plan’s next phase came down to an important question: “How do you get to enough scale to actually shift the entire energy infrastructure of earth?”What It Means for TSLA StockThe first two Tesla Master Plan phases have been instrumental to the company’s growth. And while it hasn’t been a quick or easy road to get here, Tesla has done a good job meeting the goals outlined by Musk in the plan’s first two parts.He wanted to create an affordable EV, and years later, Teslas have become gradually more affordable. But even as competition has flooded into the EV space, Tesla sales have remained steady. Eveninflationary price hikes didn’t stop Tesla from reporting record sales for the first quarter of 2022. The company’s solar energy and battery storage segments have also grown, as has demand for them.That said, Tesla has seen significant turbulence during the current quarter. Market selloffs have generated bearish energy and Musk’s“super bad”feelings about the economy haven’t been reassuring to investors. But this preview of the Tesla Master Plan Part 3 shows the company is focused on growth, and that is will keep moving forward. We don’t know for sure when the full plan will be released, but it will likely happen before 2026.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058681805,"gmtCreate":1654829566907,"gmtModify":1676535519009,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Red days are for shopping, carefully&nbsp;","listText":"Red days are for shopping, carefully&nbsp;","text":"Red days are for shopping, carefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058681805","repostId":"2242514365","repostType":4,"repost":{"id":"2242514365","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654818218,"share":"https://ttm.financial/m/news/2242514365?lang=&edition=fundamental","pubTime":"2022-06-10 07:43","market":"us","language":"en","title":"The Stock Market and Inflation: How the S&P 500 Performs on CPI Report Days","url":"https://stock-news.laohu8.com/highlight/detail?id=2242514365","media":"Dow Jones","summary":"Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a da","content":"<html><head></head><body><p>Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a day ahead of another eagerly anticipated consumer-price index reading. Recent history may offer a clue.</p><p>&#34;While median returns for the S&amp;P 500 have been right around the flatline over the last two years on CPI days, more recent returns have been much weaker,&#34; wrote analysts at Bespoke Investment Group, in a Thursday note. Since Federal Reserve Chair Jerome Powell stopped using the term &#34;transitory&#34; in late November to describe inflation, the S&amp;P 500 has declined on the day of the CPI report four out of six times, including the past four reports.</p><p>Over the past six months, the S&amp;P 500&#39;s median performance on CPI days has been a decline of 0.18%, the analysts said.</p><p>The S&amp;P 500  dropped 2.4% on Thursday, while the Dow Jones Industrial Average  slumped nearly 640 points, or 1.9%, and the Nasdaq Composite  shed 2.7%.</p><p>The consumer-price index is expected to show a large, 0.7% increase when the report is released Friday morning -- more than double the gain in the prior month. The increase in inflation over the past year, meanwhile, is forecast to stay near a 40-year high of 8.4%.</p><p>The Bespoke analysts looked at sector performance over the past six reports and found that energy, unsurprisingly, has been the best performer on CPI days, with a median gain of 1.1%, while technology was the worst. Of course, 2022&#39;s stock-market fall has been led by tech-related stocks, while energy has soared in response to surging oil prices.</p><p><img src=\"https://static.tigerbbs.com/4a249d567c99dd8c9477bdce90f9089a\" tg-width=\"699\" tg-height=\"382\" width=\"100%\" height=\"auto\"/></p><p>Bespoke noted that for a market concerned about inflation, recent reports haven&#39;t offered investors much comfort. Over the past 24 months, there were just three months where headline CPI came in weaker than expected (6/10/20, 11/12/20, and 9/14/21), they said.</p><p>&#34;Ironically enough, on each of those three days, the S&amp;P 500 actually traded lower, although to be fair, all three of these reports were before Powell ditched the term &#39;transitory,&#39;&#34; the analysts wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Stock Market and Inflation: How the S&P 500 Performs on CPI Report Days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Stock Market and Inflation: How the S&P 500 Performs on CPI Report Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-10 07:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a day ahead of another eagerly anticipated consumer-price index reading. Recent history may offer a clue.</p><p>&#34;While median returns for the S&amp;P 500 have been right around the flatline over the last two years on CPI days, more recent returns have been much weaker,&#34; wrote analysts at Bespoke Investment Group, in a Thursday note. Since Federal Reserve Chair Jerome Powell stopped using the term &#34;transitory&#34; in late November to describe inflation, the S&amp;P 500 has declined on the day of the CPI report four out of six times, including the past four reports.</p><p>Over the past six months, the S&amp;P 500&#39;s median performance on CPI days has been a decline of 0.18%, the analysts said.</p><p>The S&amp;P 500  dropped 2.4% on Thursday, while the Dow Jones Industrial Average  slumped nearly 640 points, or 1.9%, and the Nasdaq Composite  shed 2.7%.</p><p>The consumer-price index is expected to show a large, 0.7% increase when the report is released Friday morning -- more than double the gain in the prior month. The increase in inflation over the past year, meanwhile, is forecast to stay near a 40-year high of 8.4%.</p><p>The Bespoke analysts looked at sector performance over the past six reports and found that energy, unsurprisingly, has been the best performer on CPI days, with a median gain of 1.1%, while technology was the worst. Of course, 2022&#39;s stock-market fall has been led by tech-related stocks, while energy has soared in response to surging oil prices.</p><p><img src=\"https://static.tigerbbs.com/4a249d567c99dd8c9477bdce90f9089a\" tg-width=\"699\" tg-height=\"382\" width=\"100%\" height=\"auto\"/></p><p>Bespoke noted that for a market concerned about inflation, recent reports haven&#39;t offered investors much comfort. Over the past 24 months, there were just three months where headline CPI came in weaker than expected (6/10/20, 11/12/20, and 9/14/21), they said.</p><p>&#34;Ironically enough, on each of those three days, the S&amp;P 500 actually traded lower, although to be fair, all three of these reports were before Powell ditched the term &#39;transitory,&#39;&#34; the analysts wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","BK4559":"巴菲特持仓","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4581":"高盛持仓","OEX":"标普100"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242514365","content_text":"Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a day ahead of another eagerly anticipated consumer-price index reading. Recent history may offer a clue.\"While median returns for the S&P 500 have been right around the flatline over the last two years on CPI days, more recent returns have been much weaker,\" wrote analysts at Bespoke Investment Group, in a Thursday note. Since Federal Reserve Chair Jerome Powell stopped using the term \"transitory\" in late November to describe inflation, the S&P 500 has declined on the day of the CPI report four out of six times, including the past four reports.Over the past six months, the S&P 500's median performance on CPI days has been a decline of 0.18%, the analysts said.The S&P 500  dropped 2.4% on Thursday, while the Dow Jones Industrial Average  slumped nearly 640 points, or 1.9%, and the Nasdaq Composite  shed 2.7%.The consumer-price index is expected to show a large, 0.7% increase when the report is released Friday morning -- more than double the gain in the prior month. The increase in inflation over the past year, meanwhile, is forecast to stay near a 40-year high of 8.4%.The Bespoke analysts looked at sector performance over the past six reports and found that energy, unsurprisingly, has been the best performer on CPI days, with a median gain of 1.1%, while technology was the worst. Of course, 2022's stock-market fall has been led by tech-related stocks, while energy has soared in response to surging oil prices.Bespoke noted that for a market concerned about inflation, recent reports haven't offered investors much comfort. Over the past 24 months, there were just three months where headline CPI came in weaker than expected (6/10/20, 11/12/20, and 9/14/21), they said.\"Ironically enough, on each of those three days, the S&P 500 actually traded lower, although to be fair, all three of these reports were before Powell ditched the term 'transitory,'\" the analysts wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9056348888,"gmtCreate":1654955867444,"gmtModify":1676535539108,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Be careful, don't throw money in.&nbsp;FOMC meeting (raising interest rates)&nbsp;coming week","listText":"Be careful, don't throw money in.&nbsp;FOMC meeting (raising interest rates)&nbsp;coming week","text":"Be careful, don't throw money in. FOMC meeting (raising interest rates) coming week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056348888","repostId":"1137297379","repostType":4,"repost":{"id":"1137297379","pubTimestamp":1654912141,"share":"https://ttm.financial/m/news/1137297379?lang=&edition=fundamental","pubTime":"2022-06-11 09:49","market":"us","language":"en","title":"AAPL, AMZN, GOOG, INTC, MSFT: Why Are Tech Stocks Down Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1137297379","media":"InvestorPlace","summary":"Tech stocks such as Apple(NASDAQ:AAPL), Amazon(NASDAQ:AMZN), Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), In","content":"<html><head></head><body><ul><li>Tech stocks such as <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>), <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>), <b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) and <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) are all down big today.</li><li>The downside moves in these companies appear to be directly tied to today&#39;s CPI print.</li><li>Additionally, slower rates of hiring could indicate demand destruction on the horizon, impacting all tech stocks.</li></ul><p>Today, tech stocks are in focus for most investors. A basket of mega-cap companies, including <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>), <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>), <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>), <b>Intel</b>(NASDAQ:<b><u>INTC</u></b>) and <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>), are all down considerably. These one-day moves are the continuation of an overall downtrend we’ve seen throughout this year. On a year-to-date basis, most of the names on this list are down more than 25% at the time of writing.</p><p>Now, for more than a month, the <b>Nasdaq</b> has been in a bear market. The rapid decline in valuations we’ve seen across the board has typically hit more unprofitable and speculative names the hardest. However, the fact that investors are now seeing similar sorts of results from mega-cap tech stocks is worrisome. Indeed, many may be wondering when the carnage will end.</p><p>Let’s dive into some of the factors that are contributing to this bear market in tech right now.</p><p><b>Why Are Tech Stocks Down Today?</b></p><p>The most notable factor driving tech stocks lower today was a rather dismal inflation print. The most recent consumer price index (CPI) data for May is in, and we have a fresh new multi-decade high. May’s reading of 8.6% is the highest since 1981. More importantly, this is much higher than predictions of  8.3%. Additionally, this number is more than the previous 8.5% reading we got in March.</p><p>What does this have to do with tech stocks?</p><p>Well, these picks tend to trade at higher valuations than the rest of the market due to these companies’ growth profiles. Investors will pay more for growth in good times. However, if they think a downturn is on the horizon, multiples contract to “historical” levels. That’s what we’re seeing now — a broad-based reevaluation of the market.</p><p>Additionally, recent reports indicating several tech companies are slowing hiring isn’t helping the view that growth will proliferate from here. Reduced hiring could indicate less demand on the horizon. Indeed, corporate America tends to know a thing or two about how to size its businesses.</p><p>Overall, these macro factors are likely to be hard to overcome. Given how fast inflation is rising, perhaps the worst of the selling pressure isn’t over. At least, that’s what the market is pricing in today.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AAPL, AMZN, GOOG, INTC, MSFT: Why Are Tech Stocks Down Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAAPL, AMZN, GOOG, INTC, MSFT: Why Are Tech Stocks Down Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/aapl-amzn-goog-intc-msft-why-are-tech-stocks-down-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks such as Apple(NASDAQ:AAPL), Amazon(NASDAQ:AMZN), Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), Intel(NASDAQ:INTC) and Microsoft(NASDAQ:MSFT) are all down big today.The downside moves in these ...</p>\n\n<a href=\"https://investorplace.com/2022/06/aapl-amzn-goog-intc-msft-why-are-tech-stocks-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOG":"谷歌","AAPL":"苹果","AMZN":"亚马逊","GOOGL":"谷歌A","INTC":"英特尔"},"source_url":"https://investorplace.com/2022/06/aapl-amzn-goog-intc-msft-why-are-tech-stocks-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137297379","content_text":"Tech stocks such as Apple(NASDAQ:AAPL), Amazon(NASDAQ:AMZN), Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), Intel(NASDAQ:INTC) and Microsoft(NASDAQ:MSFT) are all down big today.The downside moves in these companies appear to be directly tied to today's CPI print.Additionally, slower rates of hiring could indicate demand destruction on the horizon, impacting all tech stocks.Today, tech stocks are in focus for most investors. A basket of mega-cap companies, including Apple(NASDAQ:AAPL), Amazon(NASDAQ:AMZN), Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), Intel(NASDAQ:INTC) and Microsoft(NASDAQ:MSFT), are all down considerably. These one-day moves are the continuation of an overall downtrend we’ve seen throughout this year. On a year-to-date basis, most of the names on this list are down more than 25% at the time of writing.Now, for more than a month, the Nasdaq has been in a bear market. The rapid decline in valuations we’ve seen across the board has typically hit more unprofitable and speculative names the hardest. However, the fact that investors are now seeing similar sorts of results from mega-cap tech stocks is worrisome. Indeed, many may be wondering when the carnage will end.Let’s dive into some of the factors that are contributing to this bear market in tech right now.Why Are Tech Stocks Down Today?The most notable factor driving tech stocks lower today was a rather dismal inflation print. The most recent consumer price index (CPI) data for May is in, and we have a fresh new multi-decade high. May’s reading of 8.6% is the highest since 1981. More importantly, this is much higher than predictions of  8.3%. Additionally, this number is more than the previous 8.5% reading we got in March.What does this have to do with tech stocks?Well, these picks tend to trade at higher valuations than the rest of the market due to these companies’ growth profiles. Investors will pay more for growth in good times. However, if they think a downturn is on the horizon, multiples contract to “historical” levels. That’s what we’re seeing now — a broad-based reevaluation of the market.Additionally, recent reports indicating several tech companies are slowing hiring isn’t helping the view that growth will proliferate from here. Reduced hiring could indicate less demand on the horizon. Indeed, corporate America tends to know a thing or two about how to size its businesses.Overall, these macro factors are likely to be hard to overcome. Given how fast inflation is rising, perhaps the worst of the selling pressure isn’t over. At least, that’s what the market is pricing in today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026665060,"gmtCreate":1653367209150,"gmtModify":1676535269466,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"No wonder didn't drop further&nbsp;","listText":"No wonder didn't drop further&nbsp;","text":"No wonder didn't drop further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026665060","repostId":"1166912507","repostType":4,"repost":{"id":"1166912507","pubTimestamp":1653363087,"share":"https://ttm.financial/m/news/1166912507?lang=&edition=fundamental","pubTime":"2022-05-24 11:31","market":"us","language":"en","title":"Cathie Wood Scoops Up $10M In Tesla As Stock Crashes 32% In A Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1166912507","media":"Benzinga","summary":"Cathie Wood-led Ark Invest scooped up 15,858 shares, estimated to be worth $10.7 million, in Tesla I","content":"<html><head></head><body><p>Cathie Wood-led Ark Invest scooped up 15,858 shares, estimated to be worth $10.7 million, in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> amid the stock&#39;s recent fall in the backdrop of production issues in China and CEO Elon Musk&#39;s impending takeover of <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc</a>.</p><p>Tesla shares closed 1.6% lower at $674.9 on Monday and have declined over 32% over a month and over 40% since April 4, when Musk revealed a significant stake in Twitter.</p><p>This is Ark Invest’s first purchase of Tesla stock since late February.</p><p>Growing competition in the sector and Musk’s Twitter soap opera have also contributed to the stock weakness.</p><p>St. Petersburg, Florida-based Ark Invest owns shares in Tesla through three of its six actively traded exchange funds: <b>Ark Innovation ETF</b>, <b>Ark Autonomous Technology &amp; Robotics</b> <b>ETF</b>, and <b>Ark Next Generation Internet ETF</b>.</p><p>The three ETFs held 1.27 million shares worth $846.6 billion in Tesla before Thursday’s trade.</p><p>The value of Tesla holdings that Ark Invest owns has shrunk by more than half since the beginning of the year.</p><p>Long-time Tesla bull <b>Daniel Ives</b>, an analyst at Wedbush Securities<b>,</b> last week lowered his price target for Tesla to $1,000 from $1,400.</p><p>Other key Ark Invest trades on Monday:</p><ul><li>Bought 91,868 shares — estimated to be worth $6 million— in <b>Coinbase Global Inc(</b>COIN)$. Shares of the crypto-trading platform closed marginally down to $66.1 on Monday.</li><li>Bought 99,388 shares — estimated to be worth $8.87 million — in<b> $Zoom Video Communications Inc(</b>ZM)$.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Scoops Up $10M In Tesla As Stock Crashes 32% In A Month</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Scoops Up $10M In Tesla As Stock Crashes 32% In A Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 11:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/05/27361570/cathie-wood-scoops-up-10m-worth-shares-in-tesla-on-monday-amid-stocks-steep-fall-in-recent-weeks><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Invest scooped up 15,858 shares, estimated to be worth $10.7 million, in Tesla Inc amid the stock's recent fall in the backdrop of production issues in China and CEO Elon Musk's ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/05/27361570/cathie-wood-scoops-up-10m-worth-shares-in-tesla-on-monday-amid-stocks-steep-fall-in-recent-weeks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/22/05/27361570/cathie-wood-scoops-up-10m-worth-shares-in-tesla-on-monday-amid-stocks-steep-fall-in-recent-weeks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166912507","content_text":"Cathie Wood-led Ark Invest scooped up 15,858 shares, estimated to be worth $10.7 million, in Tesla Inc amid the stock's recent fall in the backdrop of production issues in China and CEO Elon Musk's impending takeover of Twitter Inc.Tesla shares closed 1.6% lower at $674.9 on Monday and have declined over 32% over a month and over 40% since April 4, when Musk revealed a significant stake in Twitter.This is Ark Invest’s first purchase of Tesla stock since late February.Growing competition in the sector and Musk’s Twitter soap opera have also contributed to the stock weakness.St. Petersburg, Florida-based Ark Invest owns shares in Tesla through three of its six actively traded exchange funds: Ark Innovation ETF, Ark Autonomous Technology & Robotics ETF, and Ark Next Generation Internet ETF.The three ETFs held 1.27 million shares worth $846.6 billion in Tesla before Thursday’s trade.The value of Tesla holdings that Ark Invest owns has shrunk by more than half since the beginning of the year.Long-time Tesla bull Daniel Ives, an analyst at Wedbush Securities, last week lowered his price target for Tesla to $1,000 from $1,400.Other key Ark Invest trades on Monday:Bought 91,868 shares — estimated to be worth $6 million— in Coinbase Global Inc(COIN)$. Shares of the crypto-trading platform closed marginally down to $66.1 on Monday.Bought 99,388 shares — estimated to be worth $8.87 million — in $Zoom Video Communications Inc(ZM)$.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055081947,"gmtCreate":1655218112189,"gmtModify":1676535586909,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Long term - Chinese tech is favourable. Short term - Still volatile.&nbsp;","listText":"Long term - Chinese tech is favourable. Short term - Still volatile.&nbsp;","text":"Long term - Chinese tech is favourable. Short term - Still volatile.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055081947","repostId":"1121400553","repostType":2,"repost":{"id":"1121400553","pubTimestamp":1655217932,"share":"https://ttm.financial/m/news/1121400553?lang=&edition=fundamental","pubTime":"2022-06-14 22:45","market":"us","language":"en","title":"Why Alibaba Will Outperform Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1121400553","media":"Seeking Alpha","summary":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fisca","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Inflation pressures are rising in the US and are squeezing consumer demand.</li><li>Monetary and fiscal policy in the West will tighten, while China will likely ease.</li><li>Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.</li><li>Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.</li><li>I expect Alibaba to outperform relative to Amazon.</li></ul><p><b>Summary</b></p><p>In this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies&#39; business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.</p><p>I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).</p><p><b>The Market has turned</b></p><p>The Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.</p><p>The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn&#39;t address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.</p><p>Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.</p><p><img src=\"https://static.tigerbbs.com/41a942d3225895324a1293c6e8fe5852\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.</p><p><b>The Fed wants a reverse Wealth Effect</b></p><p>The Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn&#39;t break the credit market or crush the labor market in the medium term.</p><p>Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn&#39;t work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.</p><p>Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.</p><p><b>Amazon and Alibaba as Proxy</b></p><p>Both Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.</p><p>More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.</p><p><b>Why short Amazon?</b></p><p>The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon&#39;s business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.</p><p>Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.</p><p>Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don&#39;t believe that is likely to happen.</p><p><b>Why long Alibaba?</b></p><p>The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.</p><p>Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People&#39;s Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.</p><p>In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be &#34;uninvestable&#34;. However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China&#39;s interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.</p><p>Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.</p><p>The Charts speak for themselves <img src=\"https://static.tigerbbs.com/0d5cf7f1ea0742a9c2111a779c35014b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.</p><p><b>The Takeaways</b></p><p><img src=\"https://static.tigerbbs.com/2a293d91b08078d7eaba98b982685125\" tg-width=\"618\" tg-height=\"319\" width=\"100%\" height=\"auto\"/><b>Risks to the Pair Trade</b></p><p>The Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.</p><p>The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don&#39;t expect it in 2022 &amp; early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.</p><p>The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.</p><p><b>Closing Thoughts</b></p><p>Even with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Alibaba Will Outperform Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alibaba Will Outperform Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518217-alibaba-outperform-amazon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4518217-alibaba-outperform-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121400553","content_text":"SummaryInflation pressures are rising in the US and are squeezing consumer demand.Monetary and fiscal policy in the West will tighten, while China will likely ease.Alibaba went through the worst of the tech-crackdown, and Amazon has more pain to come.Growth expectations for Amazon are unreasonable, but expectations for Alibaba are realistic.I expect Alibaba to outperform relative to Amazon.SummaryIn this article, I suggest a pair trade of going long Alibaba (NYSE:BABA) and short Amazon (NASDAQ:AMZN). Much of my reasoning stems not from the respective companies' business models but from macroeconomic head- and tailwinds and fiscal and monetary policy differences between China and the USA. The business models of Alibaba and Amazon are relatively comparable and therefore, a good proxy for my macro pair trade idea.I suggest this trade for the coming 6-12 months. If readers believe that the similarities between both companies are not sufficient for a pair trade, I suggest expressing the same idea via going long Chinese Internet Equities via the KraneShares CSI China Internet ETF (KWEB) and short American Internet Equities via the Nasdaq (NDX).The Market has turnedThe Fed tightening is the single most important factor in equity markets today. After the Great Financial Crisis in 2008, the continuous provision of easy money from the Fed via Quantitative Easing resulted in US equities surging. Actively managed ETFs and funds underperformed because everybody could be sure that at some point, the Fed will step in to save the day.The fundamental reasoning of the Fed policies was that lower interest rates would spur credit demand of businesses and consumers because of cheaper debt costs. However, after the financial crisis, there were fewer investment opportunities for companies worthwhile pursuing. Additionally, many consumers and businesses saw their collateral collapse and thus were unwilling to borrow until their balance sheets were repaired. This process takes time to unwind. Thus, the economy had a shortage of borrowers for 14 years, and the Fed couldn't address the problem by lowering the debt costs. QE did almost nothing to the real economy. But it propped up the collateral.Fundamentally, the last 40 years have been disinflationary. Central Banks around the world expanded the money supply because there was no downside to printing money, as inflation was low and stable. The resulting wealth effects of these policies were massive, and the gap between poor and rich widened.Data by YChartsThe disinflationary environment vanished during the last 1.5 years because of two reasons. Firstly, the interconnection of the expansive fiscal and monetary policy provided a possibility to print money and inject it into the real economy. Secondly, ongoing supply shortages of commodities due to lack of investment during the last decade increased the cost pressures of businesses and consumers, resulting in cost-push inflation. The cost-push inflation now threatens to translate into a price/wage spiral. The Fed was too expansive during the last 14 years without major effects on the real economy. In March 2020, liquidity provision got to absurd levels. No, as the previously printed money arrives in the real economy, the Fed is caught with its pants down. Inflation was always the downside to money printing. But its effects were delayed due to the fundamental shortage of borrowers and absent transmission systems to the real economy.The Fed wants a reverse Wealth EffectThe Fed cannot control the supply shortages which emerged due to missing investments - especially in the energy sector. So, the Fed will try to crack down on the demand side to retake control of the inflation rate. It can achieve the goal of reducing demand most effectively by Quantitative Tightening, which will have the reverse effect of Quantitative Easing: It will devalue the collateral. The Fed hopes for a reverse wealth effect. It wants stock prices to depreciate and hopes it doesn't break the credit market or crush the labor market in the medium term.Due to significant government debt, I believe the Fed will pivot in the future as the credit market gets distressed and inflation eases due to lower demand. But the turning point is still far away at this point. Long-only doesn't work anymore. I believe further downside is coming for global equities, especially the ones at the top of the food chain of all globally diversified ETFs - i.e., the companies with the biggest market capitalizations in the world: American Internet Companies. These are the companies that profited most from Quantitative Easing, and they will be the ones hurt most by Quantitative Tightening.Going long and short in this environment is key if investors want to retain their purchasing power. Gaining purchasing power will be difficult due to inflation, but pair trades offer lower risk because of reduced directional market exposure.Amazon and Alibaba as ProxyBoth Amazon and Alibaba operate mainly in the consumer discretionary segment. Admittedly, the net earnings of Amazon consist of huge contributions from the AWS segment, which is a completely different business with much stronger margins. In that regard, there is a substantial difference in the business models. The Cloud computing segment of Alibaba has just turned towards profitability, and Amazon is much further ahead. However, the revenues of both companies largely stem from E-commerce.More importantly, 60% of all net sales of Amazon are in North America, and 26% constitute international sales. The remaining 14% consists of the cloud segment. Conversely, 74% of the net sales of Alibaba are in China, while 7% constitute international sales. The remaining 19% are cloud and other sales.Why short Amazon?The ongoing Fed tightening cycle is designed to hurt consumer demand in America via the reverse wealth effect. The average consumer in America will spend their income first on consumer staples and then on consumer discretionary items. Because prices of consumer staples items have increased due to cost-push inflation and wages are not responding in a similar manner (yet), the portion left for consumer discretionary spending is reduced. Furthermore, the cost side of Amazon's business increases due to higher energy and shipping costs. Because consumers are unable to spend the same portion of their income on consumer discretionary items, Amazon does not have much pricing power. Therefore the margins of its main business will most likely compress.Currently, Amazon is still one of the biggest companies by market capitalization. The stock profited massively from Quantitative Easing and will be hurt by Quantitative Tightening to a similar degree, as explained above.Because of growth forecasts and ETF inflows, the stock is trading at a high valuation. The P/E (FWD) is currently at 114x. EV/EBITDA (FWD) stands at 16x, and the P/FCF (FWD) is at 17x. If the revenue growth of Amazon decreases further, the stocks could be revalued at a much lower multiple. Currently, Amazon is still expected to grow revenues in 2022 by ~$55 billion (or ~12%). Current EPS estimates point towards a rapid recovery in 2022. I don't believe that is likely to happen.Why long Alibaba?The Chinese macroeconomic environment is currently ahead of the American macroeconomic environment. The Chinese economy suffered a big drawdown due to the mandated lockdowns and COVID restrictions. The China Caixin Manufacturing PMIdroppedto a low of 46 in April and started to reverse in May. Both output and new orders in China fell at a softer rate amid further declines in both export orders and employment. It is likely that the Chinese economy is already through the worst of this economic downturn. From now onwards, consumer spending growth is poised to return to positive territory.Chinese policymakers still have room for accommodative fiscal and monetary policy as the inflation rates remain low. In May 2022, China cut the borrowing rate of the five-year loan prime rate (LPR) by 15 basis points to 4.45% to stimulate the housing market. The People's Bank of China kept the rate on its one-year medium-term lending facility (MLF) at 2.85%. The Chinese policymakers seem hesitant to stimulate the economy in an aggressive way because the Fed is tightening financial conditions at the same time. However, the monetary policy remains neutral in China.In 2021, Alibaba got hit by the Chinese regulatory tech crackdown. Alibaba had to pay a $2.8 billion fine for anti-monopoly violations. The company lost ~50% of its market cap during that time. Financial media and investment banks deemed Chinese Equities to be \"uninvestable\". However, recentlyJPMorganupgraded some Chinese stocks from neutral to overweight in 2022, and many others from underweight to neutral. Other investment banks followed. The Chinese regulators have signaled an easing of the tech crackdown. They have been aware of the VIE loophole for years and have not acted. It is not in China's interest to destroy offshore Chinese companies by challenging the existing VIEs. The VIE risk is now sufficiently priced in, as analysts had talked about it extensively and continue to do so. The worst for Alibaba seems to be over.Because of the selloff, Alibaba trades at significantly lower multiples. The P/E (FWD) is currently at 15x. EV/EBITDA (FWD) stands at 11x, and the P/FCF (FWD) is at 10x. Alibaba is expected to grow revenues in 2022 by only ~$4 billion (or 3%). Current EPS estimates expect stagnant earnings growth for the next four quarters. I believe Alibaba can surprise to the upside.The Charts speak for themselves Data by YChartsThe stock prices of Alibaba and Amazon have correlated strongly during the last few years. However, in late 2020 the stock of Alibaba erased all of its gains since its IPO and fell ~70%. I believe the gap will not widen but begin to close during the next 6-12 months.The TakeawaysRisks to the Pair TradeThe Chinese Crackdown on Internet companies could restart, and complications with Jack Ma and the Chinese Regulators could provide downside to the stock of Alibaba. I believe this risk has a low probability to materialize. If the crackdown continues, why would the Chinese regulators have an interest in signaling easing.The Fed could restart Quantitative Easing and therefore positively affect the market prices. I believe this is very unlikely to happen due to the inflationary pressures that the US is facing. I think at some point in the future a pivot is guaranteed. But I don't expect it in 2022 & early 2023. If the Fed starts to ease the monetary conditions, this pair trade will probably underperform massively.The Chinese recovery could take longer than expected, and Alibaba could have worse quarters ahead. I believe this is the greatest risk in this pair trade since Chinese regulators have taken the Zero-COVID strategy very seriously as opposed to most countries in the west. Recently, there have been partial lockdowns in Shanghai again due to fresh breakouts of the virus. However, sometime in the future, China will have to reopen, Amazon is affected by Chinese lockdowns too, and I believe much of the restrictive COVID policies are priced in.Closing ThoughtsEven with these risks in mind, I believe the downside of Amazon is much larger than the downside of Alibaba. The market expectations for revenue and earnings growth of Amazon in 2022 are not plausible with the current headwinds in mind. I believe Alibaba has a good chance of beating the forecasts, although this pair trade focuses more on the downside potential of both companies than the upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062412503,"gmtCreate":1652098115002,"gmtModify":1676535028248,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Investors are being more selective with their stockpick. They want rapid growth. Palantir needs to crush it. Currently, this looks like a retirement stock @ at a 10-20 year hold.&nbsp;","listText":"Investors are being more selective with their stockpick. They want rapid growth. Palantir needs to crush it. Currently, this looks like a retirement stock @ at a 10-20 year hold.&nbsp;","text":"Investors are being more selective with their stockpick. They want rapid growth. Palantir needs to crush it. Currently, this looks like a retirement stock @ at a 10-20 year hold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062412503","repostId":"1187917201","repostType":4,"repost":{"id":"1187917201","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652094524,"share":"https://ttm.financial/m/news/1187917201?lang=&edition=fundamental","pubTime":"2022-05-09 19:08","market":"us","language":"en","title":"Palantir Stock Sinks 11.6% Premarket After Q1 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1187917201","media":"Tiger Newspress","summary":"Palantir Stock Sinks 11.6% Premarket After Q1 Results. Palantir Technologies posted soft first-quart","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Stock Sinks 11.6% Premarket After Q1 Results. Palantir Technologies posted soft first-quarter results, along with June quarter guidance that fell shy of previous Wall Street forecasts.</p><p><img src=\"https://static.tigerbbs.com/4c0856edc469b61d83a364331926e31d\" tg-width=\"862\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/>Global economic and geopolitical forces appeared to be weighing on the company’s near-term outlook, although Palantir’s long-established ties to U.S. government defense and intelligence agencies could be an advantage in a world rife with geopolitical conflict.</p><p>For the March quarter, <a href=\"https://laohu8.com/S/PLTR\">Palantir </a> posted revenue of $446.4 million, up 31% from a year ago,a smidge shy of the company’s guidance of $447 million, but above the Wall Street consensus at $443 million.</p><p>On an adjusted basis, the data analytics company earned 2 cents a share in the quarter, 2 cents short of the Wall Street consensus. Under generally accepted accounting principles, the company lost 5 cents a share. Adjusted Ebitda, or earnings before interest, taxes, depreciation and amortization, was $121.7 million, up 27%. Adjusted operating margin was 26%, three points better than the company had forecast.</p><p>The company said commercial revenue was $205 million, up 54% in the quarter, including 136% growth from U.S. customers, ahead of the Wall Street consensus forecast of $193 million. Government revenue grew 16% to $242 million, missing analysts’ forecasts of $251 million. Customer count rose 86% from a year ago, the company said.</p><p>For the second quarter ending in June, Palantir guided to a “base case” of $470 million in revenue, while noting that there was “a wide range of potential upside to our guidance, including those driven by our role in responding to developing geopolitical events.” Previous consensus called for $484 million in second-quarter revenue.</p><p>Palantir repeated a previous forecast for 27% adjusted operating margins for the full year, and likewise reiterated its long-term forecast for annual revenue growth of 30% or better through 2025.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Sinks 11.6% Premarket After Q1 Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Sinks 11.6% Premarket After Q1 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-09 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Stock Sinks 11.6% Premarket After Q1 Results. Palantir Technologies posted soft first-quarter results, along with June quarter guidance that fell shy of previous Wall Street forecasts.</p><p><img src=\"https://static.tigerbbs.com/4c0856edc469b61d83a364331926e31d\" tg-width=\"862\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/>Global economic and geopolitical forces appeared to be weighing on the company’s near-term outlook, although Palantir’s long-established ties to U.S. government defense and intelligence agencies could be an advantage in a world rife with geopolitical conflict.</p><p>For the March quarter, <a href=\"https://laohu8.com/S/PLTR\">Palantir </a> posted revenue of $446.4 million, up 31% from a year ago,a smidge shy of the company’s guidance of $447 million, but above the Wall Street consensus at $443 million.</p><p>On an adjusted basis, the data analytics company earned 2 cents a share in the quarter, 2 cents short of the Wall Street consensus. Under generally accepted accounting principles, the company lost 5 cents a share. Adjusted Ebitda, or earnings before interest, taxes, depreciation and amortization, was $121.7 million, up 27%. Adjusted operating margin was 26%, three points better than the company had forecast.</p><p>The company said commercial revenue was $205 million, up 54% in the quarter, including 136% growth from U.S. customers, ahead of the Wall Street consensus forecast of $193 million. Government revenue grew 16% to $242 million, missing analysts’ forecasts of $251 million. Customer count rose 86% from a year ago, the company said.</p><p>For the second quarter ending in June, Palantir guided to a “base case” of $470 million in revenue, while noting that there was “a wide range of potential upside to our guidance, including those driven by our role in responding to developing geopolitical events.” Previous consensus called for $484 million in second-quarter revenue.</p><p>Palantir repeated a previous forecast for 27% adjusted operating margins for the full year, and likewise reiterated its long-term forecast for annual revenue growth of 30% or better through 2025.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187917201","content_text":"Palantir Stock Sinks 11.6% Premarket After Q1 Results. Palantir Technologies posted soft first-quarter results, along with June quarter guidance that fell shy of previous Wall Street forecasts.Global economic and geopolitical forces appeared to be weighing on the company’s near-term outlook, although Palantir’s long-established ties to U.S. government defense and intelligence agencies could be an advantage in a world rife with geopolitical conflict.For the March quarter, Palantir  posted revenue of $446.4 million, up 31% from a year ago,a smidge shy of the company’s guidance of $447 million, but above the Wall Street consensus at $443 million.On an adjusted basis, the data analytics company earned 2 cents a share in the quarter, 2 cents short of the Wall Street consensus. Under generally accepted accounting principles, the company lost 5 cents a share. Adjusted Ebitda, or earnings before interest, taxes, depreciation and amortization, was $121.7 million, up 27%. Adjusted operating margin was 26%, three points better than the company had forecast.The company said commercial revenue was $205 million, up 54% in the quarter, including 136% growth from U.S. customers, ahead of the Wall Street consensus forecast of $193 million. Government revenue grew 16% to $242 million, missing analysts’ forecasts of $251 million. Customer count rose 86% from a year ago, the company said.For the second quarter ending in June, Palantir guided to a “base case” of $470 million in revenue, while noting that there was “a wide range of potential upside to our guidance, including those driven by our role in responding to developing geopolitical events.” Previous consensus called for $484 million in second-quarter revenue.Palantir repeated a previous forecast for 27% adjusted operating margins for the full year, and likewise reiterated its long-term forecast for annual revenue growth of 30% or better through 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099263395755910","authorId":"4099263395755910","name":"AhBart","avatar":"https://static.itradeup.com/news/5c8a0140b30f2d6c3be37b2ad1a1efe8","crmLevel":6,"crmLevelSwitch":0,"idStr":"4099263395755910","authorIdStr":"4099263395755910"},"content":"Perhaps there can be a danger company may not exist before 10 yrs later 😮😮","text":"Perhaps there can be a danger company may not exist before 10 yrs later 😮😮","html":"Perhaps there can be a danger company may not exist before 10 yrs later 😮😮"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062495168,"gmtCreate":1652095245454,"gmtModify":1676535027809,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Ooh la la&nbsp;","listText":"Ooh la la&nbsp;","text":"Ooh la la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062495168","repostId":"1187917201","repostType":2,"repost":{"id":"1187917201","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652094524,"share":"https://ttm.financial/m/news/1187917201?lang=&edition=fundamental","pubTime":"2022-05-09 19:08","market":"us","language":"en","title":"Palantir Stock Sinks 11.6% Premarket After Q1 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1187917201","media":"Tiger Newspress","summary":"Palantir Stock Sinks 11.6% Premarket After Q1 Results. Palantir Technologies posted soft first-quart","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Stock Sinks 11.6% Premarket After Q1 Results. Palantir Technologies posted soft first-quarter results, along with June quarter guidance that fell shy of previous Wall Street forecasts.</p><p><img src=\"https://static.tigerbbs.com/4c0856edc469b61d83a364331926e31d\" tg-width=\"862\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/>Global economic and geopolitical forces appeared to be weighing on the company’s near-term outlook, although Palantir’s long-established ties to U.S. government defense and intelligence agencies could be an advantage in a world rife with geopolitical conflict.</p><p>For the March quarter, <a href=\"https://laohu8.com/S/PLTR\">Palantir </a> posted revenue of $446.4 million, up 31% from a year ago,a smidge shy of the company’s guidance of $447 million, but above the Wall Street consensus at $443 million.</p><p>On an adjusted basis, the data analytics company earned 2 cents a share in the quarter, 2 cents short of the Wall Street consensus. Under generally accepted accounting principles, the company lost 5 cents a share. Adjusted Ebitda, or earnings before interest, taxes, depreciation and amortization, was $121.7 million, up 27%. Adjusted operating margin was 26%, three points better than the company had forecast.</p><p>The company said commercial revenue was $205 million, up 54% in the quarter, including 136% growth from U.S. customers, ahead of the Wall Street consensus forecast of $193 million. Government revenue grew 16% to $242 million, missing analysts’ forecasts of $251 million. Customer count rose 86% from a year ago, the company said.</p><p>For the second quarter ending in June, Palantir guided to a “base case” of $470 million in revenue, while noting that there was “a wide range of potential upside to our guidance, including those driven by our role in responding to developing geopolitical events.” Previous consensus called for $484 million in second-quarter revenue.</p><p>Palantir repeated a previous forecast for 27% adjusted operating margins for the full year, and likewise reiterated its long-term forecast for annual revenue growth of 30% or better through 2025.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Sinks 11.6% Premarket After Q1 Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Sinks 11.6% Premarket After Q1 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-09 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Stock Sinks 11.6% Premarket After Q1 Results. Palantir Technologies posted soft first-quarter results, along with June quarter guidance that fell shy of previous Wall Street forecasts.</p><p><img src=\"https://static.tigerbbs.com/4c0856edc469b61d83a364331926e31d\" tg-width=\"862\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/>Global economic and geopolitical forces appeared to be weighing on the company’s near-term outlook, although Palantir’s long-established ties to U.S. government defense and intelligence agencies could be an advantage in a world rife with geopolitical conflict.</p><p>For the March quarter, <a href=\"https://laohu8.com/S/PLTR\">Palantir </a> posted revenue of $446.4 million, up 31% from a year ago,a smidge shy of the company’s guidance of $447 million, but above the Wall Street consensus at $443 million.</p><p>On an adjusted basis, the data analytics company earned 2 cents a share in the quarter, 2 cents short of the Wall Street consensus. Under generally accepted accounting principles, the company lost 5 cents a share. Adjusted Ebitda, or earnings before interest, taxes, depreciation and amortization, was $121.7 million, up 27%. Adjusted operating margin was 26%, three points better than the company had forecast.</p><p>The company said commercial revenue was $205 million, up 54% in the quarter, including 136% growth from U.S. customers, ahead of the Wall Street consensus forecast of $193 million. Government revenue grew 16% to $242 million, missing analysts’ forecasts of $251 million. Customer count rose 86% from a year ago, the company said.</p><p>For the second quarter ending in June, Palantir guided to a “base case” of $470 million in revenue, while noting that there was “a wide range of potential upside to our guidance, including those driven by our role in responding to developing geopolitical events.” Previous consensus called for $484 million in second-quarter revenue.</p><p>Palantir repeated a previous forecast for 27% adjusted operating margins for the full year, and likewise reiterated its long-term forecast for annual revenue growth of 30% or better through 2025.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187917201","content_text":"Palantir Stock Sinks 11.6% Premarket After Q1 Results. Palantir Technologies posted soft first-quarter results, along with June quarter guidance that fell shy of previous Wall Street forecasts.Global economic and geopolitical forces appeared to be weighing on the company’s near-term outlook, although Palantir’s long-established ties to U.S. government defense and intelligence agencies could be an advantage in a world rife with geopolitical conflict.For the March quarter, Palantir  posted revenue of $446.4 million, up 31% from a year ago,a smidge shy of the company’s guidance of $447 million, but above the Wall Street consensus at $443 million.On an adjusted basis, the data analytics company earned 2 cents a share in the quarter, 2 cents short of the Wall Street consensus. Under generally accepted accounting principles, the company lost 5 cents a share. Adjusted Ebitda, or earnings before interest, taxes, depreciation and amortization, was $121.7 million, up 27%. Adjusted operating margin was 26%, three points better than the company had forecast.The company said commercial revenue was $205 million, up 54% in the quarter, including 136% growth from U.S. customers, ahead of the Wall Street consensus forecast of $193 million. Government revenue grew 16% to $242 million, missing analysts’ forecasts of $251 million. Customer count rose 86% from a year ago, the company said.For the second quarter ending in June, Palantir guided to a “base case” of $470 million in revenue, while noting that there was “a wide range of potential upside to our guidance, including those driven by our role in responding to developing geopolitical events.” Previous consensus called for $484 million in second-quarter revenue.Palantir repeated a previous forecast for 27% adjusted operating margins for the full year, and likewise reiterated its long-term forecast for annual revenue growth of 30% or better through 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056889433,"gmtCreate":1654995828423,"gmtModify":1676535543560,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Unfortunately, true&nbsp;","listText":"Unfortunately, true&nbsp;","text":"Unfortunately, true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056889433","repostId":"1193591642","repostType":4,"repost":{"id":"1193591642","pubTimestamp":1654995722,"share":"https://ttm.financial/m/news/1193591642?lang=&edition=fundamental","pubTime":"2022-06-12 09:02","market":"us","language":"en","title":"AMC Stock Hasn’t Changed and One Blockbuster Doesn’t Fix It","url":"https://stock-news.laohu8.com/highlight/detail?id=1193591642","media":"InvestorPlace","summary":"AMC(AMC) scored another temporary \"win\" on the strong performance ofTop Gun: Maverick.The company's CEO is taking liberty with what this means for AMC.While short interest remains high, AMC remains li","content":"<html><head></head><body><ul><li><b>AMC</b>(<b><u>AMC</u></b>) scored another temporary &#34;win&#34; on the strong performance of <i>Top Gun: Maverick</i>.</li><li>The company&#39;s CEO is taking liberty with what this means for AMC.</li><li>While short interest remains high, AMC remains little more than a gamble.</li></ul><p>Potential investors in <b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) stock looking for opinions that support buying aren’t going to get that from me. That’s because the stock is simply a bet that a short-term catalyst can ignite a short squeeze, triggering quick gains. Predicting that is exceptionally difficult.</p><p>Therefore, investing in AMC is more likely to result in losses, despite the success of <i>Top Gun: Maverick.</i></p><p><b>Top Gun</b></p><p>AMC Chief Executive Officer (CEO) Adam Aron was quick to jump on the success of Tom Cruise’s newest movie, <i>Top Gun: Maverick.</i></p><p>But let’s look at the numbers behind its strong release and understand what they mean to AMC in the grander scheme of things. Top Gun garnered$151 million in sales over the Memorial Day weekend, beating expectations that it would bring in $142 million.</p><p>From the perspective of money in the door and gross margin, it’s undeniably positive. One estimate suggests that AMC likely pulled in $50 million of that total $151 million in sales, roughly a third of everything. That makes sense given its market share and likely resulted in $29 million in gross proceeds.</p><p>Its box office stands at $274 million as of Jun. 3. That means it might have brought roughly $54 million in proceeds to AMC by now.</p><p>But investors have to remember, AMC lost $337 million in its latest quarter. So, while <i>Top Gun</i> proceeds help it move toward positive, it’s highly unlikely to move the needle materially.</p><p><b>Wishful Thinking</b></p><p>CEO Adam Aron is taking liberty in extrapolating <i>Top Gun’s</i> success to mean more than it does.</p><p>He wants investors to believe a turnaround is underway, stating, “the domestic box office posted a 122% year over year increase compared to Memorial Day 2021, which then featured A QUIET PLACE PART II and the live-action CRUELLA. It’s also been reported that 55% of the total domestic audience this year was 35 years or older, an indication that older Americans are also returning to movie theatres in significant numbers.”</p><p><i>Top Gun</i> is a better movie than those other two from last year’s Memorial Day weekend. And I don’t believe older Americans are returning to theatres. Rather, they are going to see <i>Top Gun</i> because it’s very nostalgic for those who saw the original <i>Top Gun</i>.</p><p><b>Short Interest Play</b></p><p>AMC remains a short squeeze play. It maintains short interest above 20%, indicating retail investors want to prove the shorts wrong. Over time, AMC will continue to decline, however, as losses continue to mount.</p><p>That’s why investors should ignore the temporary bump the new <i>Top Gun</i> movie is producing. It isn’t nearly enough to right AMC’s ship.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Stock Hasn’t Changed and One Blockbuster Doesn’t Fix It</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Stock Hasn’t Changed and One Blockbuster Doesn’t Fix It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/amc-stock-hasnt-changed-and-one-blockbuster-doesnt-fix-it/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC(AMC) scored another temporary \"win\" on the strong performance of Top Gun: Maverick.The company's CEO is taking liberty with what this means for AMC.While short interest remains high, AMC remains ...</p>\n\n<a href=\"https://investorplace.com/2022/06/amc-stock-hasnt-changed-and-one-blockbuster-doesnt-fix-it/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/06/amc-stock-hasnt-changed-and-one-blockbuster-doesnt-fix-it/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193591642","content_text":"AMC(AMC) scored another temporary \"win\" on the strong performance of Top Gun: Maverick.The company's CEO is taking liberty with what this means for AMC.While short interest remains high, AMC remains little more than a gamble.Potential investors in AMC Entertainment(NYSE:AMC) stock looking for opinions that support buying aren’t going to get that from me. That’s because the stock is simply a bet that a short-term catalyst can ignite a short squeeze, triggering quick gains. Predicting that is exceptionally difficult.Therefore, investing in AMC is more likely to result in losses, despite the success of Top Gun: Maverick.Top GunAMC Chief Executive Officer (CEO) Adam Aron was quick to jump on the success of Tom Cruise’s newest movie, Top Gun: Maverick.But let’s look at the numbers behind its strong release and understand what they mean to AMC in the grander scheme of things. Top Gun garnered$151 million in sales over the Memorial Day weekend, beating expectations that it would bring in $142 million.From the perspective of money in the door and gross margin, it’s undeniably positive. One estimate suggests that AMC likely pulled in $50 million of that total $151 million in sales, roughly a third of everything. That makes sense given its market share and likely resulted in $29 million in gross proceeds.Its box office stands at $274 million as of Jun. 3. That means it might have brought roughly $54 million in proceeds to AMC by now.But investors have to remember, AMC lost $337 million in its latest quarter. So, while Top Gun proceeds help it move toward positive, it’s highly unlikely to move the needle materially.Wishful ThinkingCEO Adam Aron is taking liberty in extrapolating Top Gun’s success to mean more than it does.He wants investors to believe a turnaround is underway, stating, “the domestic box office posted a 122% year over year increase compared to Memorial Day 2021, which then featured A QUIET PLACE PART II and the live-action CRUELLA. It’s also been reported that 55% of the total domestic audience this year was 35 years or older, an indication that older Americans are also returning to movie theatres in significant numbers.”Top Gun is a better movie than those other two from last year’s Memorial Day weekend. And I don’t believe older Americans are returning to theatres. Rather, they are going to see Top Gun because it’s very nostalgic for those who saw the original Top Gun.Short Interest PlayAMC remains a short squeeze play. It maintains short interest above 20%, indicating retail investors want to prove the shorts wrong. Over time, AMC will continue to decline, however, as losses continue to mount.That’s why investors should ignore the temporary bump the new Top Gun movie is producing. It isn’t nearly enough to right AMC’s ship.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058681805,"gmtCreate":1654829566907,"gmtModify":1676535519009,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Red days are for shopping, carefully&nbsp;","listText":"Red days are for shopping, carefully&nbsp;","text":"Red days are for shopping, carefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058681805","repostId":"2242514365","repostType":4,"repost":{"id":"2242514365","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654818218,"share":"https://ttm.financial/m/news/2242514365?lang=&edition=fundamental","pubTime":"2022-06-10 07:43","market":"us","language":"en","title":"The Stock Market and Inflation: How the S&P 500 Performs on CPI Report Days","url":"https://stock-news.laohu8.com/highlight/detail?id=2242514365","media":"Dow Jones","summary":"Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a da","content":"<html><head></head><body><p>Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a day ahead of another eagerly anticipated consumer-price index reading. Recent history may offer a clue.</p><p>&#34;While median returns for the S&amp;P 500 have been right around the flatline over the last two years on CPI days, more recent returns have been much weaker,&#34; wrote analysts at Bespoke Investment Group, in a Thursday note. Since Federal Reserve Chair Jerome Powell stopped using the term &#34;transitory&#34; in late November to describe inflation, the S&amp;P 500 has declined on the day of the CPI report four out of six times, including the past four reports.</p><p>Over the past six months, the S&amp;P 500&#39;s median performance on CPI days has been a decline of 0.18%, the analysts said.</p><p>The S&amp;P 500  dropped 2.4% on Thursday, while the Dow Jones Industrial Average  slumped nearly 640 points, or 1.9%, and the Nasdaq Composite  shed 2.7%.</p><p>The consumer-price index is expected to show a large, 0.7% increase when the report is released Friday morning -- more than double the gain in the prior month. The increase in inflation over the past year, meanwhile, is forecast to stay near a 40-year high of 8.4%.</p><p>The Bespoke analysts looked at sector performance over the past six reports and found that energy, unsurprisingly, has been the best performer on CPI days, with a median gain of 1.1%, while technology was the worst. Of course, 2022&#39;s stock-market fall has been led by tech-related stocks, while energy has soared in response to surging oil prices.</p><p><img src=\"https://static.tigerbbs.com/4a249d567c99dd8c9477bdce90f9089a\" tg-width=\"699\" tg-height=\"382\" width=\"100%\" height=\"auto\"/></p><p>Bespoke noted that for a market concerned about inflation, recent reports haven&#39;t offered investors much comfort. Over the past 24 months, there were just three months where headline CPI came in weaker than expected (6/10/20, 11/12/20, and 9/14/21), they said.</p><p>&#34;Ironically enough, on each of those three days, the S&amp;P 500 actually traded lower, although to be fair, all three of these reports were before Powell ditched the term &#39;transitory,&#39;&#34; the analysts wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Stock Market and Inflation: How the S&P 500 Performs on CPI Report Days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Stock Market and Inflation: How the S&P 500 Performs on CPI Report Days\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-10 07:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a day ahead of another eagerly anticipated consumer-price index reading. Recent history may offer a clue.</p><p>&#34;While median returns for the S&amp;P 500 have been right around the flatline over the last two years on CPI days, more recent returns have been much weaker,&#34; wrote analysts at Bespoke Investment Group, in a Thursday note. Since Federal Reserve Chair Jerome Powell stopped using the term &#34;transitory&#34; in late November to describe inflation, the S&amp;P 500 has declined on the day of the CPI report four out of six times, including the past four reports.</p><p>Over the past six months, the S&amp;P 500&#39;s median performance on CPI days has been a decline of 0.18%, the analysts said.</p><p>The S&amp;P 500  dropped 2.4% on Thursday, while the Dow Jones Industrial Average  slumped nearly 640 points, or 1.9%, and the Nasdaq Composite  shed 2.7%.</p><p>The consumer-price index is expected to show a large, 0.7% increase when the report is released Friday morning -- more than double the gain in the prior month. The increase in inflation over the past year, meanwhile, is forecast to stay near a 40-year high of 8.4%.</p><p>The Bespoke analysts looked at sector performance over the past six reports and found that energy, unsurprisingly, has been the best performer on CPI days, with a median gain of 1.1%, while technology was the worst. Of course, 2022&#39;s stock-market fall has been led by tech-related stocks, while energy has soared in response to surging oil prices.</p><p><img src=\"https://static.tigerbbs.com/4a249d567c99dd8c9477bdce90f9089a\" tg-width=\"699\" tg-height=\"382\" width=\"100%\" height=\"auto\"/></p><p>Bespoke noted that for a market concerned about inflation, recent reports haven&#39;t offered investors much comfort. Over the past 24 months, there were just three months where headline CPI came in weaker than expected (6/10/20, 11/12/20, and 9/14/21), they said.</p><p>&#34;Ironically enough, on each of those three days, the S&amp;P 500 actually traded lower, although to be fair, all three of these reports were before Powell ditched the term &#39;transitory,&#39;&#34; the analysts wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","BK4559":"巴菲特持仓","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4581":"高盛持仓","OEX":"标普100"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242514365","content_text":"Stock-market investors crowded the exits on Thursday, sending major stock indexes sharply lower a day ahead of another eagerly anticipated consumer-price index reading. Recent history may offer a clue.\"While median returns for the S&P 500 have been right around the flatline over the last two years on CPI days, more recent returns have been much weaker,\" wrote analysts at Bespoke Investment Group, in a Thursday note. Since Federal Reserve Chair Jerome Powell stopped using the term \"transitory\" in late November to describe inflation, the S&P 500 has declined on the day of the CPI report four out of six times, including the past four reports.Over the past six months, the S&P 500's median performance on CPI days has been a decline of 0.18%, the analysts said.The S&P 500  dropped 2.4% on Thursday, while the Dow Jones Industrial Average  slumped nearly 640 points, or 1.9%, and the Nasdaq Composite  shed 2.7%.The consumer-price index is expected to show a large, 0.7% increase when the report is released Friday morning -- more than double the gain in the prior month. The increase in inflation over the past year, meanwhile, is forecast to stay near a 40-year high of 8.4%.The Bespoke analysts looked at sector performance over the past six reports and found that energy, unsurprisingly, has been the best performer on CPI days, with a median gain of 1.1%, while technology was the worst. Of course, 2022's stock-market fall has been led by tech-related stocks, while energy has soared in response to surging oil prices.Bespoke noted that for a market concerned about inflation, recent reports haven't offered investors much comfort. Over the past 24 months, there were just three months where headline CPI came in weaker than expected (6/10/20, 11/12/20, and 9/14/21), they said.\"Ironically enough, on each of those three days, the S&P 500 actually traded lower, although to be fair, all three of these reports were before Powell ditched the term 'transitory,'\" the analysts wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028687961,"gmtCreate":1653215910553,"gmtModify":1676535241436,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Risky, indeed&nbsp;","listText":"Risky, indeed&nbsp;","text":"Risky, indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028687961","repostId":"2237804740","repostType":4,"repost":{"id":"2237804740","pubTimestamp":1653186784,"share":"https://ttm.financial/m/news/2237804740?lang=&edition=fundamental","pubTime":"2022-05-22 10:33","market":"us","language":"en","title":"Upgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky","url":"https://stock-news.laohu8.com/highlight/detail?id=2237804740","media":"seekingalpha","summary":"SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.</li><li>There are signs that high growth is returning and that some steps toward becoming profitable are being taken.</li><li>The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction.</li><li>The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company.</li><li>That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf4369272cc8b01316e1557985846203\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>whitebalance.oatt/E+ via Getty Images</span></p><p><i>This article was written by WideAlpha.</i></p><p>Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to &#34;Hold&#34; based on the attractive valuation, but we&#39;re now upgrading the shares again given that profitability now looks more attainable in the medium term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cfaef7da7b5f4bd43db70fd365c2e6e\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p>These results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the <a href=\"https://laohu8.com/S/AONE.U\">one</a> that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.</p><p>All these point to recovering growth, which is all fine and good, but we&#39;re still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a51e5f7af20f7049c56fce95c7641130\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p>What makes us more optimistic about the company is the growth it&#39;s seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.</p><p>Even better, when its customers make use of Grab&#39;s financial services, they spend more and their retention on the platform improves.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/556608a22e6efd02a8162f618c3a70b3\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Grab Investor Presentation</span></p><p><b>Liquidity</b></p><p>The company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.</p><p>As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.</p><p><b>Valuation</b></p><p>It&#39;s difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it&#39;s difficult to do a credible discounted cash flow model when it&#39;s difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia&#39;s &#34;Super Apps.&#34; Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there&#39;s room for the valuation to expand if the company proves it can become profitable.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce4e62cfe0f52a079d8e30bdbb594793\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There&#39;s also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bef0947c2c077a4dc099088530669bd1\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Outlook for 2022</b></p><p>For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we&#39;re seeing some green shoots there the company still has a lot to do to become sustainably profitable.</p><p><b>ESG</b></p><p>We would like to add a quick note saying that we&#39;re positively surprised by Grab&#39;s sustainability efforts. It&#39;s pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it&#39;s seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.</p><p><b>Risks</b></p><p>While the risk/reward has improved to the point that we now rate the company a &#34;Buy,&#34; we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.</p><p>The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9a705f6d4f513634c0b5128d6154cf2\" tg-width=\"381\" tg-height=\"191\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><b>Conclusion</b></p><p>The most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a &#34;buy&#34; given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Upgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUpgrading Grab To Buy After Solid Quarter, But Shares Remain Very Risky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-22 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.There are signs that high growth is returning and that some steps toward becoming ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4513446-grab-a-buy-after-solid-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237804740","content_text":"SummaryFor Grab, the most recent financial quarter was a mostly positive one, and shares reacted by going up in price.There are signs that high growth is returning and that some steps toward becoming profitable are being taken.The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction.The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company.That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern.whitebalance.oatt/E+ via Getty ImagesThis article was written by WideAlpha.Grab (NASDAQ:GRAB) reported a very solid first quarter of 2022, with GMV up 32%. Particularly impressive was the deliveries segment, which saw growth of 50%, significantly above expectations. We had recently upgraded the shares to \"Hold\" based on the attractive valuation, but we're now upgrading the shares again given that profitability now looks more attainable in the medium term.Grab Investor PresentationThese results surpassed the previously given outlook by a good margin. For example, deliveries GMV has been guided to be between $2.4B and $2.5B and it was actually $2.56B. Mobility GMV has been guided to between $0.75B and $0.80B, and the actual result was $0.83B. But the one that gave the biggest surprise was financial services total payment volume, which has been guided to be between $3.1B and $3.2B, and the actual result was significantly higher at $3.6B.All these point to recovering growth, which is all fine and good, but we're still concerned with profitability. Here the company managed to make some improvements as well by reducing incentives as a proportion of GMV. Adjusted EBITDA margins as a proportion of GMV improved sequentially from -6.8% to -6%. Much of this improvement came from reduced losses in the deliveries segment. This is very encouraging, but it remains to be seen if the company can actually turn profitable before it runs out of funds.Grab Investor PresentationWhat makes us more optimistic about the company is the growth it's seeing in its financial services segment. We believe this is the part of the company that has the better chance of reaching solid profitability first, and maybe subsidize the rest of the company until they too become profitable. Year over year the company saw 5x growth in buy now pay later, and 3x growth in loans disbursed.Even better, when its customers make use of Grab's financial services, they spend more and their retention on the platform improves.Grab Investor PresentationLiquidityThe company reported that as of March 31, 2022, it had net cash liquidity of $5.97B, which should be enough to finance losses for a few more quarters. The investment case for Grab is that it will reach enough scale, and improve margins enough, to reach at least positive operating cash flow before its liquidity runs dry.As of Dec. 31, 2021, the company had net cash liquidity of $6.79B. This means that in just one quarter its liquidity went down ~$800 million. At this pace it would mean the company has a runway of approximately eight quarters, but if Grab makes incremental improvements to its margins this could last a little longer. In any case, time of the essence for Grab to show that it has a sustainable business model, especially now with investors more focused on profits and less enthusiastic about unprofitable growth.ValuationIt's difficult to value Grab, since it does not yet have positive earnings or even EBITDA, and it's difficult to do a credible discounted cash flow model when it's difficult to tell what its profit margins can be in the future. What is clear is that this is a company growing at a very fast pace, and that it is one of Asia's \"Super Apps.\" Based on this we believe that if the company finds a way to become profitable, that it can become a very valuable company. With a market cap of ~$12 B, there's room for the valuation to expand if the company proves it can become profitable.Data by YChartsAt least the company is no longer trading at an unrealistic multiple of revenues. Its EV/revenues multiple reached a high of more than 40x, but has since gone down to ~9x, and the forward EV/revenues stands at only ~5x. This tells us that investors are being a lot more realistic, and balancing the growth of the company with the profitability challenges, to come up with a valuation that leaves more room for error. Still, we would like to remind everyone that even if the risk/reward is a lot more attractive now that the company is seeing profitability improvements and that the valuation is a lot more reasonable, that this is still a company that could go bankrupt if it does not turn profitable in the next few quarters. We estimate the runway it has to become profitable at around eight quarters, but it could be more or less depending on how operating cash flow trends from here. There's also the possibility that the company will try to do another capital raise to extend its runway if it gets too close to running out of cash.Data by YChartsOutlook for 2022For fiscal year 2022, Grab is guiding for revenue between $1.2B and $1.3B, and GMV growth of between 30% and 35%. This guidance is reassuring that growth is returning to the business, so the remaining concern is profitability. While we're seeing some green shoots there the company still has a lot to do to become sustainably profitable.ESGWe would like to add a quick note saying that we're positively surprised by Grab's sustainability efforts. It's pledging to become carbon neutral as a platform by 2040, it is looking to expand the proportion of women in leadership roles to 40% by 2030, and it's seeking to double the number of economically marginalized individuals earning an income on Grab by 2025. These are very laudable goals and we hope the company manages to reach them.RisksWhile the risk/reward has improved to the point that we now rate the company a \"Buy,\" we would like to remind our readers that this is a speculative investment that could easily end up in bankruptcy. It seems bears have come to the same conclusion that the risk/reward has improve, given that the short interest is not that significant at ~5.4%.The Altman Z-score is negative, which is a red flag, and is reflective of the profitability challenges the company has. It will have to optimize its business model to reach margins that let it operate profitability if it wants to eventually go out of business.Seeking AlphaConclusionThe most recent quarter was mostly a positive one, and shares reacted by going up in price. There are signs that high growth is returning, and that some steps toward becoming profitable are being taken. The company is being more prudent with the use of incentives, and EBITDA margins are moving in the right direction. The delivery segment showed impressive growth, and the finance segment is proving to be one of the most promising businesses for the company. That said, the company is still burning significant amounts of cash, and it will have to further improve margins and profitability if it wants to remain a going concern. Overall, we rate shares a \"buy\" given the positive risk/reward, but pointing out that risk is significant and that an investment in the company can easily result in total loss.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055004125,"gmtCreate":1655216304867,"gmtModify":1676535586070,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Trap. FOMC meeting don't forget&nbsp;","listText":"Trap. FOMC meeting don't forget&nbsp;","text":"Trap. FOMC meeting don't forget","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055004125","repostId":"1148258202","repostType":4,"repost":{"id":"1148258202","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655213590,"share":"https://ttm.financial/m/news/1148258202?lang=&edition=fundamental","pubTime":"2022-06-14 21:33","market":"us","language":"en","title":"U.S. Stocks Rebound After S&P 500 Dips Into Bear Market Territory","url":"https://stock-news.laohu8.com/highlight/detail?id=1148258202","media":"Tiger Newspress","summary":"U.S. stock futures rose Tuesday, as the market tried to claw back some of Monday’s steep declines th","content":"<html><head></head><body><p>U.S. stock futures rose Tuesday, as the market tried to claw back some of Monday’s steep declines that pushed the S&amp;P 500 back into bear market territory. Traders also looked ahead to a key monetary policy announcement from the Federal Reserve later in the week.</p><p>Dow Jones Industrial Average futures rose 130 points, or 0.45%. S&amp;P 500 and Nasdaq 100 futures climbed 0.6% and 1%, respectively.</p><p>Shares of Oracle jumped 12% in premarket trading after the software company reported an earnings beat boosted by a “major increase in demand” in its infrastructure cloud business.</p><p>The moves came after an intense sell-off Monday. The S&amp;P 500 slumped 3.9% to its lowest level since March 2021, closing more than 21% below its January record. Monday’s close marked bear market for the S&amp;P 500 since March 2020. During that last bear market, the S&amp;P 500 lost 33.9% before recovering, according to data compiled by S&amp;P Dow Jones Indices. The data also showed that bear markets on average last more than 18 months.</p><p>Meanwhile, the Dow tumbled 2.8%, putting it roughly 17% off its record high. The Nasdaq Composite dropped nearly 4.7% and is now more than 33% off its November record.</p><p>Those losses came as expectations grow for the Fed to hike rates more than initially anticipated. CNBC’s Steve Liesman reported Monday that theFed will “likely” consider a 75-basis-point increase, which is greater than the 50-basis-point hike many traders had come to expect. TheWall Street Journal reported the story first.</p><p>Traders now see a more than 90% chance of a 75-basis-point rate hike at this week’s Fed meeting, which concludes Wednesday, according to the CME Group’s FedWatchtool that measures pricing in the fed funds futures markets.</p><p>That change in Fed policy expectations sent rates surging, with the 10-year rate briefly topping 3.4%on Monday. The benchmark rate eased back to about 3.32% on Tuesday.</p><p>“The move in the 10-year Treasury yield toward 3.5% shows the market’s fear that the Fed may fall further behind the curve is increasing,” wrote UBS strategists led by Mark Haefele. “In turn, this will give the Fed less room to ‘declare victory’ and ease off on rate hikes. As a result, the risks of a Fed-induced recession have increased, in our view, and the chances of a recession in the next six months have risen.”</p><p>Investors digested another important inflation reading of May’s producer price index on Tuesday. It showed wholesale prices rise 10.8% and hover near a record pace.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Rebound After S&P 500 Dips Into Bear Market Territory</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Rebound After S&P 500 Dips Into Bear Market Territory\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-06-14 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures rose Tuesday, as the market tried to claw back some of Monday’s steep declines that pushed the S&amp;P 500 back into bear market territory. Traders also looked ahead to a key monetary policy announcement from the Federal Reserve later in the week.</p><p>Dow Jones Industrial Average futures rose 130 points, or 0.45%. S&amp;P 500 and Nasdaq 100 futures climbed 0.6% and 1%, respectively.</p><p>Shares of Oracle jumped 12% in premarket trading after the software company reported an earnings beat boosted by a “major increase in demand” in its infrastructure cloud business.</p><p>The moves came after an intense sell-off Monday. The S&amp;P 500 slumped 3.9% to its lowest level since March 2021, closing more than 21% below its January record. Monday’s close marked bear market for the S&amp;P 500 since March 2020. During that last bear market, the S&amp;P 500 lost 33.9% before recovering, according to data compiled by S&amp;P Dow Jones Indices. The data also showed that bear markets on average last more than 18 months.</p><p>Meanwhile, the Dow tumbled 2.8%, putting it roughly 17% off its record high. The Nasdaq Composite dropped nearly 4.7% and is now more than 33% off its November record.</p><p>Those losses came as expectations grow for the Fed to hike rates more than initially anticipated. CNBC’s Steve Liesman reported Monday that theFed will “likely” consider a 75-basis-point increase, which is greater than the 50-basis-point hike many traders had come to expect. TheWall Street Journal reported the story first.</p><p>Traders now see a more than 90% chance of a 75-basis-point rate hike at this week’s Fed meeting, which concludes Wednesday, according to the CME Group’s FedWatchtool that measures pricing in the fed funds futures markets.</p><p>That change in Fed policy expectations sent rates surging, with the 10-year rate briefly topping 3.4%on Monday. The benchmark rate eased back to about 3.32% on Tuesday.</p><p>“The move in the 10-year Treasury yield toward 3.5% shows the market’s fear that the Fed may fall further behind the curve is increasing,” wrote UBS strategists led by Mark Haefele. “In turn, this will give the Fed less room to ‘declare victory’ and ease off on rate hikes. As a result, the risks of a Fed-induced recession have increased, in our view, and the chances of a recession in the next six months have risen.”</p><p>Investors digested another important inflation reading of May’s producer price index on Tuesday. It showed wholesale prices rise 10.8% and hover near a record pace.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148258202","content_text":"U.S. stock futures rose Tuesday, as the market tried to claw back some of Monday’s steep declines that pushed the S&P 500 back into bear market territory. Traders also looked ahead to a key monetary policy announcement from the Federal Reserve later in the week.Dow Jones Industrial Average futures rose 130 points, or 0.45%. S&P 500 and Nasdaq 100 futures climbed 0.6% and 1%, respectively.Shares of Oracle jumped 12% in premarket trading after the software company reported an earnings beat boosted by a “major increase in demand” in its infrastructure cloud business.The moves came after an intense sell-off Monday. The S&P 500 slumped 3.9% to its lowest level since March 2021, closing more than 21% below its January record. Monday’s close marked bear market for the S&P 500 since March 2020. During that last bear market, the S&P 500 lost 33.9% before recovering, according to data compiled by S&P Dow Jones Indices. The data also showed that bear markets on average last more than 18 months.Meanwhile, the Dow tumbled 2.8%, putting it roughly 17% off its record high. The Nasdaq Composite dropped nearly 4.7% and is now more than 33% off its November record.Those losses came as expectations grow for the Fed to hike rates more than initially anticipated. CNBC’s Steve Liesman reported Monday that theFed will “likely” consider a 75-basis-point increase, which is greater than the 50-basis-point hike many traders had come to expect. TheWall Street Journal reported the story first.Traders now see a more than 90% chance of a 75-basis-point rate hike at this week’s Fed meeting, which concludes Wednesday, according to the CME Group’s FedWatchtool that measures pricing in the fed funds futures markets.That change in Fed policy expectations sent rates surging, with the 10-year rate briefly topping 3.4%on Monday. The benchmark rate eased back to about 3.32% on Tuesday.“The move in the 10-year Treasury yield toward 3.5% shows the market’s fear that the Fed may fall further behind the curve is increasing,” wrote UBS strategists led by Mark Haefele. “In turn, this will give the Fed less room to ‘declare victory’ and ease off on rate hikes. As a result, the risks of a Fed-induced recession have increased, in our view, and the chances of a recession in the next six months have risen.”Investors digested another important inflation reading of May’s producer price index on Tuesday. It showed wholesale prices rise 10.8% and hover near a record pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056623701,"gmtCreate":1655005319103,"gmtModify":1676535547385,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Buy, it dips. Buy again, it dips again. Wait, lah..&nbsp;","listText":"Buy, it dips. Buy again, it dips again. Wait, lah..&nbsp;","text":"Buy, it dips. Buy again, it dips again. Wait, lah..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056623701","repostId":"2242581596","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058681390,"gmtCreate":1654829511410,"gmtModify":1676535519001,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Be careful","listText":"Be careful","text":"Be careful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058681390","repostId":"2242872207","repostType":4,"repost":{"id":"2242872207","pubTimestamp":1654826194,"share":"https://ttm.financial/m/news/2242872207?lang=&edition=fundamental","pubTime":"2022-06-10 09:56","market":"us","language":"en","title":"Alibaba Looks Like Amazon In 2002","url":"https://stock-news.laohu8.com/highlight/detail?id=2242872207","media":"Seekingalpha","summary":"Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech ","content":"<html><head></head><body><p><b>Alibaba Group Holding</b> (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls thrown BABA’s way. However, the company is doing better than many people think it is. Although earnings are declining, revenue is still growing – albeit at a slower pace than in the past – and the company is working on many new projects like chips and cloud computing. Chips and cloud services were big winners for companies like <b>Apple</b> (AAPL) and <b>Amazon</b> (AMZN), so there is reason for optimism toward Alibaba’s future trajectory.</p><p>Speaking of Amazon, that stock is a useful case study when it comes to understanding Alibaba. The two businesses have a lot in common, including:</p><ul><li>Core eCommerce operations.</li><li>Cloud computing operations.</li><li>High market share in the countries that are their “home bases.”</li></ul><p>These qualities make Amazon comparable to Alibaba. The two companies aren’t identical – Alibaba relies on third party vendors much more than Amazon does, and China is a very different market than America. But there are enough similarities that we could describe the two companies as being in the same sector.</p><p>There’s another trait that Amazon and Alibaba have in common:</p><p>Their stock market performance. BABA’s price trend in 2021/2022 is very similar to Amazon’s trend in 2000-2002. In both cases, the shares fell by high double digit percentages while revenue grew. When you’ve got a company whose stock price is declining while sales grow, you’re looking at an investment with the potential for future appreciation. Indeed, that happened with Amazon starting in 2002. That year, the company’s stock fell while its losses got smaller, paving the way for future growth. In BABA’s case, the higher revenue growth is not translating to earnings growth – a declining stock portfolio, investments in subsidiaries, and higher taxes are taking a bite out of fundamentals. On the flipside, BABA (unlike 2002 Amazon) has positive earnings already, so it can support its stock price through future buybacks. Taken as a whole, these factors suggest that BABA is set for a rally much like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> Amazon experienced after its 2002 crash.</p><h2>Competitive Landscape</h2><p>One thing that Alibaba has in common with Amazon, especially 2002-era Amazon, is its competitive position. Alibaba has one very large competitor, <b>JD.com </b>(JD), and a host of smaller ones. This is similar to the situation Amazon faced in 2002, when <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b> (EBAY) was king of the eCommerce castle. In the long run, Amazon prevailed over eBay, and there are reasons to think that Alibaba will prevail over JD, too.</p><p>One of those reasons relates to profitability. JD is a retailer that holds and sells inventory directly, Alibaba is mainly a platform for third party retailers. Amazon is a mix of both.</p><p>Alibaba’s “third party seller” model results in high margins because it does not require holding inventory. BABA has fulfillment centers, which cost significant sums of money, but not on the level of holding inventory. Alibaba’s model incurs minimal host, mainly marketing and maintaining web infrastructure. JD’s, by contrast, incurs high costs. So BABA will likely earn more profit than JD if the two companies’ revenue levels are comparable. Indeed, their revenue is pretty comparable: JD actually had about $20 billion more of it than BABA did in the trailing 12 month period. However, BABA had far more profit. That’s largely because of Alibaba’s low cost business model.</p><p>Of course, JD’s growing sales are a threat to Alibaba. Just because JD earns less profit doesn’t mean it won’t cut in on Alibaba’s action. However, Alibaba’s higher margins give it more opportunities to invest in its business. Over the last decade, Alibaba has built a cloud business, bought several companies, and launched a partially-owned payments platform. These kinds of things would be hard to pull off with JD’s margins. So, between JD and BABA, the latter is better positioned to grow into an Amazon-style conglomerate.</p><h2>Alibaba’s Financials: the Amazon Comparison is Clear</h2><p>Alibaba’s recent stock performance has been similar to Amazon’s in 2000-2002. Its financials are also similar to Amazon’s at that time period, only far better. In the most recent 12 month period, BABA delivered:</p><ul><li><p>$134.5 billion in revenue.</p></li><li><p>$49 billion in gross profit.</p></li><li><p>$14.9 billion in operating income (“EBIT”).</p></li><li><p>$9.8 billion in net income.</p></li><li><p>$9 billion in levered free cash flow.</p></li></ul><p>These figures give us a 7.2% net margin and a 36.5% gross margin. The net margin might not look that impressive but this is going off of GAAP earnings, which are affected by the performance of BABA’s stock portfolio. Substituting cash from operations for net income and we get a 16.3% CFO margin. Alibaba’s margins have fallen somewhat since the company’s record breaking 2020/2021 fiscal year, but they should start to climb again. A lot of the decline in BABA’s margins has been due to its stock portfolio declining in value. Chinese stocks are in a bullish trend this quarter; if they end the quarter in the green, then we could see BABA’s margins improve.</p><p>This is similar to where Amazon was in 2002. Its stock price was declining, its revenue was rising, and its equity investments were going down. It was not profitable in 2002, so Alibaba compares favourably on that front. However, AMZN’s net loss was shrinking that year whereas BABA’s earnings are declining, so “2002 Amazon” wins on growth.</p><h2>Valuation</h2><p>Having explored Alibaba’s financial performance, we can turn to its valuation. I’ll leave the Amazon comparison alone for this section because Amazon is nothing like Alibaba when it comes to valuation.</p><p>One of the most appealing things about Alibaba stock today is its price. The company is very cheap relative to its underlying assets, earnings and cash flows, and will look even cheaper if earnings growth resumes later this year.</p><p>According to Seeking Alpha Quant, BABA trades at the following multiples:</p><ul><li><p>Adjusted P/E: 12.</p></li><li><p>GAAP P/E: 28.</p></li><li><p>EV/EBITDA: 11.3.</p></li><li><p>Price/sales: 1.98.</p></li><li><p>Price/operating cash flow: 11.7.</p></li></ul><p>These multiples suggest that BABA is cheap. Certainly, they’re much lower than the multiples you’ll find on U.S. tech stocks of similar size. Doing a discounted cash flow analysis on BABA yields a similar result: even with conservative growth assumptions, the stock ends up being worth more than its current stock price implies.</p><p>In the trailing 12 month period, Alibaba grew revenue at 18%. In the two recent quarters, it grew closer to 10%. For the sake of conservatism, we’ll use the lower end of BABA’s recent quarterly growth as our revenue assumption.</p><p>Now let’s look at costs. In 2021, BABA’s COGS was $64 billion and operating expenses were $28 billion, for a total of $93 billion in cash costs. These combined costs grew by 28% to $119 billion in 2022. That would suggest that Alibaba’s costs are growing much faster than revenue. However, if we zero in on the most recent quarter, we see the cost growth slowing down compared to earlier in the year. COGS for Q4 came in at $21.9 billion and operating cost at $7.6 billion–down from $7.8 billion in the prior year quarter. Overall, COGS + operating costs combined grew at 10% for the quarter. We know that Alibaba is actively working at reducing costs right now, so I will again forecast based on the quarter rather than the year. The result of these assumptions is 10% growth in both revenue and costs. I will ignore interest expense in my model because BABA’s “interest income” includes stock market fluctuations, which are impossible to predict. I will use 25% as the tax rate because BABA recently lost its tax credits and, as a result, now pays China’s standard 25% tax. These assumptions yield the following model:</p><table><colgroup></colgroup><tbody><tr><td></td><td><p>2022 (BASE YEAR)</p></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td><td><p>2027</p></td></tr><tr><td><p>Revenue per share</p></td><td><p>$50</p></td><td><p>$55</p></td><td><p>$60.5</p></td><td><p>$66.55</p></td><td><p>$73.2</p></td><td><p>$80.52</p></td></tr><tr><td><p>Costs per share</p></td><td><p>$44.35</p></td><td><p>$48.78</p></td><td><p>$53.66</p></td><td><p>$59</p></td><td><p>$64.93</p></td><td><p>$71.42</p></td></tr><tr><td><p>EBIT per share</p></td><td><p>$5.65</p></td><td><p>$6.22</p></td><td><p>$6.84</p></td><td><p>$7.55</p></td><td><p>$8.27</p></td><td><p>$9.1</p></td></tr><tr><td><p>Tax</p></td><td><p>$0.62</p></td><td><p>$1.55</p></td><td><p>$1.71</p></td><td><p>$1.89</p></td><td><p>$2.07</p></td><td><p>$2.28</p></td></tr><tr><td><p>EPS</p></td><td><p>$5.03</p></td><td><p>$4.665</p></td><td><p>$5.13</p></td><td><p>$5.66</p></td><td><p>$6.2</p></td><td><p>$6.82</p></td></tr></tbody></table><p>As you can see, earnings dip briefly in 2023, mainly due to the fact that 2022 hadn’t yet seen four full quarters with higher tax rates. In 2024, earnings resume a modest upward trajectory.</p><p>The end result is a pretty underwhelming 6.2% CAGR growth rate in earnings, which stems from our conservative assumptions. Actual growth could be stronger, but we’ll use what we’ve got. If we discount the cash flows above at the 3% 10 year treasury yield, we get:</p><table><colgroup></colgroup><tbody><tr><td></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td><td><p>2027</p></td><td><p>TOTAL</p></td></tr><tr><td><p>EPS</p></td><td><p>$4.665</p></td><td><p>$5.13</p></td><td><p>$5.66</p></td><td><p>$6.2</p></td><td><p>$6.82</p></td><td><p>N/A</p></td></tr><tr><td><p>(1 + r)^N</p></td><td><p>1.03</p></td><td><p>1.0609</p></td><td><p>1.093</p></td><td><p>1.125</p></td><td><p>1.159</p></td><td><p>N/A</p></td></tr><tr><td><p>Discounted EPS</p></td><td><p>$4.52</p></td><td><p>$4.83</p></td><td><p>$5.17</p></td><td><p>$5.51</p></td><td><p>$5.88</p></td><td><p>$25.91</p></td></tr></tbody></table><p>So we’ve got $25.91 worth of discounted cash flows in five years. If we assume that BABA produces no growth after that, then the terminal value is $227. So, we have a total present value of $253 – even when we assume extremely slow growth!</p><h2>Risks and Challenges</h2><p>As we’ve seen, Alibaba stock is undervalued based on both multiples and discounted cash flows. If the company just grows modestly in the next five years, its stock will come to be worth more than it is today. However, there are many risks and challenges for investors to watch out for, including:</p><ul><li><p><b>Political risk.</b> Alibaba is subject to two forms of political risk: domestic political risk (e.g. a renewed tech crackdown), and international political risk (e.g. tensions between China and the U.S.). Right now, China is easing up on the tech crackdown, which is part of why Chinese stocks are rallying, but you can never discount the possibility that the government will go back into crackdown mode later. Likewise, there is always the possibility that tensions between the U.S. and China.</p></li><li><p><b>Revenue deceleration.</b> Alibaba’s revenue growth decelerated significantly in the past year. Its five year CAGR revenue growth rate is 40%, the TTM growth rate is only 18%. So BABA’s growth is definitely slowing. If it slows down more, then perhaps BABA won’t hit the 10% revenue growth my model assumed, and it will be worth less than what my model estimated.</p></li><li><p><b>COVID outbreaks.</b> China is still committed to a “COVID zero” model, meaning that it is willing to bring in pretty strict lockdowns for only modest numbers of COVID cases. This fact contributed to China’s recent 11% decline in retail spending. If we see more lockdowns, then BABA’s sales growth could slow down considerably, contributing to revenue deceleration.</p></li></ul><p>The risks above are very real. Nevertheless, Alibaba stock is cheap enough to make the risk worth assuming. Even assuming very little growth, the stock’s future earnings have a present value of about $250. That’s considerable upside to today’s prices. If growth accelerates, then we could see a true Amazon-style multi-decade rally taking us to dizzying highs.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Looks Like Amazon In 2002</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Looks Like Amazon In 2002\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242872207","content_text":"Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls thrown BABA’s way. However, the company is doing better than many people think it is. Although earnings are declining, revenue is still growing – albeit at a slower pace than in the past – and the company is working on many new projects like chips and cloud computing. Chips and cloud services were big winners for companies like Apple (AAPL) and Amazon (AMZN), so there is reason for optimism toward Alibaba’s future trajectory.Speaking of Amazon, that stock is a useful case study when it comes to understanding Alibaba. The two businesses have a lot in common, including:Core eCommerce operations.Cloud computing operations.High market share in the countries that are their “home bases.”These qualities make Amazon comparable to Alibaba. The two companies aren’t identical – Alibaba relies on third party vendors much more than Amazon does, and China is a very different market than America. But there are enough similarities that we could describe the two companies as being in the same sector.There’s another trait that Amazon and Alibaba have in common:Their stock market performance. BABA’s price trend in 2021/2022 is very similar to Amazon’s trend in 2000-2002. In both cases, the shares fell by high double digit percentages while revenue grew. When you’ve got a company whose stock price is declining while sales grow, you’re looking at an investment with the potential for future appreciation. Indeed, that happened with Amazon starting in 2002. That year, the company’s stock fell while its losses got smaller, paving the way for future growth. In BABA’s case, the higher revenue growth is not translating to earnings growth – a declining stock portfolio, investments in subsidiaries, and higher taxes are taking a bite out of fundamentals. On the flipside, BABA (unlike 2002 Amazon) has positive earnings already, so it can support its stock price through future buybacks. Taken as a whole, these factors suggest that BABA is set for a rally much like the one Amazon experienced after its 2002 crash.Competitive LandscapeOne thing that Alibaba has in common with Amazon, especially 2002-era Amazon, is its competitive position. Alibaba has one very large competitor, JD.com (JD), and a host of smaller ones. This is similar to the situation Amazon faced in 2002, when eBay (EBAY) was king of the eCommerce castle. In the long run, Amazon prevailed over eBay, and there are reasons to think that Alibaba will prevail over JD, too.One of those reasons relates to profitability. JD is a retailer that holds and sells inventory directly, Alibaba is mainly a platform for third party retailers. Amazon is a mix of both.Alibaba’s “third party seller” model results in high margins because it does not require holding inventory. BABA has fulfillment centers, which cost significant sums of money, but not on the level of holding inventory. Alibaba’s model incurs minimal host, mainly marketing and maintaining web infrastructure. JD’s, by contrast, incurs high costs. So BABA will likely earn more profit than JD if the two companies’ revenue levels are comparable. Indeed, their revenue is pretty comparable: JD actually had about $20 billion more of it than BABA did in the trailing 12 month period. However, BABA had far more profit. That’s largely because of Alibaba’s low cost business model.Of course, JD’s growing sales are a threat to Alibaba. Just because JD earns less profit doesn’t mean it won’t cut in on Alibaba’s action. However, Alibaba’s higher margins give it more opportunities to invest in its business. Over the last decade, Alibaba has built a cloud business, bought several companies, and launched a partially-owned payments platform. These kinds of things would be hard to pull off with JD’s margins. So, between JD and BABA, the latter is better positioned to grow into an Amazon-style conglomerate.Alibaba’s Financials: the Amazon Comparison is ClearAlibaba’s recent stock performance has been similar to Amazon’s in 2000-2002. Its financials are also similar to Amazon’s at that time period, only far better. In the most recent 12 month period, BABA delivered:$134.5 billion in revenue.$49 billion in gross profit.$14.9 billion in operating income (“EBIT”).$9.8 billion in net income.$9 billion in levered free cash flow.These figures give us a 7.2% net margin and a 36.5% gross margin. The net margin might not look that impressive but this is going off of GAAP earnings, which are affected by the performance of BABA’s stock portfolio. Substituting cash from operations for net income and we get a 16.3% CFO margin. Alibaba’s margins have fallen somewhat since the company’s record breaking 2020/2021 fiscal year, but they should start to climb again. A lot of the decline in BABA’s margins has been due to its stock portfolio declining in value. Chinese stocks are in a bullish trend this quarter; if they end the quarter in the green, then we could see BABA’s margins improve.This is similar to where Amazon was in 2002. Its stock price was declining, its revenue was rising, and its equity investments were going down. It was not profitable in 2002, so Alibaba compares favourably on that front. However, AMZN’s net loss was shrinking that year whereas BABA’s earnings are declining, so “2002 Amazon” wins on growth.ValuationHaving explored Alibaba’s financial performance, we can turn to its valuation. I’ll leave the Amazon comparison alone for this section because Amazon is nothing like Alibaba when it comes to valuation.One of the most appealing things about Alibaba stock today is its price. The company is very cheap relative to its underlying assets, earnings and cash flows, and will look even cheaper if earnings growth resumes later this year.According to Seeking Alpha Quant, BABA trades at the following multiples:Adjusted P/E: 12.GAAP P/E: 28.EV/EBITDA: 11.3.Price/sales: 1.98.Price/operating cash flow: 11.7.These multiples suggest that BABA is cheap. Certainly, they’re much lower than the multiples you’ll find on U.S. tech stocks of similar size. Doing a discounted cash flow analysis on BABA yields a similar result: even with conservative growth assumptions, the stock ends up being worth more than its current stock price implies.In the trailing 12 month period, Alibaba grew revenue at 18%. In the two recent quarters, it grew closer to 10%. For the sake of conservatism, we’ll use the lower end of BABA’s recent quarterly growth as our revenue assumption.Now let’s look at costs. In 2021, BABA’s COGS was $64 billion and operating expenses were $28 billion, for a total of $93 billion in cash costs. These combined costs grew by 28% to $119 billion in 2022. That would suggest that Alibaba’s costs are growing much faster than revenue. However, if we zero in on the most recent quarter, we see the cost growth slowing down compared to earlier in the year. COGS for Q4 came in at $21.9 billion and operating cost at $7.6 billion–down from $7.8 billion in the prior year quarter. Overall, COGS + operating costs combined grew at 10% for the quarter. We know that Alibaba is actively working at reducing costs right now, so I will again forecast based on the quarter rather than the year. The result of these assumptions is 10% growth in both revenue and costs. I will ignore interest expense in my model because BABA’s “interest income” includes stock market fluctuations, which are impossible to predict. I will use 25% as the tax rate because BABA recently lost its tax credits and, as a result, now pays China’s standard 25% tax. These assumptions yield the following model:2022 (BASE YEAR)20232024202520262027Revenue per share$50$55$60.5$66.55$73.2$80.52Costs per share$44.35$48.78$53.66$59$64.93$71.42EBIT per share$5.65$6.22$6.84$7.55$8.27$9.1Tax$0.62$1.55$1.71$1.89$2.07$2.28EPS$5.03$4.665$5.13$5.66$6.2$6.82As you can see, earnings dip briefly in 2023, mainly due to the fact that 2022 hadn’t yet seen four full quarters with higher tax rates. In 2024, earnings resume a modest upward trajectory.The end result is a pretty underwhelming 6.2% CAGR growth rate in earnings, which stems from our conservative assumptions. Actual growth could be stronger, but we’ll use what we’ve got. If we discount the cash flows above at the 3% 10 year treasury yield, we get:20232024202520262027TOTALEPS$4.665$5.13$5.66$6.2$6.82N/A(1 + r)^N1.031.06091.0931.1251.159N/ADiscounted EPS$4.52$4.83$5.17$5.51$5.88$25.91So we’ve got $25.91 worth of discounted cash flows in five years. If we assume that BABA produces no growth after that, then the terminal value is $227. So, we have a total present value of $253 – even when we assume extremely slow growth!Risks and ChallengesAs we’ve seen, Alibaba stock is undervalued based on both multiples and discounted cash flows. If the company just grows modestly in the next five years, its stock will come to be worth more than it is today. However, there are many risks and challenges for investors to watch out for, including:Political risk. Alibaba is subject to two forms of political risk: domestic political risk (e.g. a renewed tech crackdown), and international political risk (e.g. tensions between China and the U.S.). Right now, China is easing up on the tech crackdown, which is part of why Chinese stocks are rallying, but you can never discount the possibility that the government will go back into crackdown mode later. Likewise, there is always the possibility that tensions between the U.S. and China.Revenue deceleration. Alibaba’s revenue growth decelerated significantly in the past year. Its five year CAGR revenue growth rate is 40%, the TTM growth rate is only 18%. So BABA’s growth is definitely slowing. If it slows down more, then perhaps BABA won’t hit the 10% revenue growth my model assumed, and it will be worth less than what my model estimated.COVID outbreaks. China is still committed to a “COVID zero” model, meaning that it is willing to bring in pretty strict lockdowns for only modest numbers of COVID cases. This fact contributed to China’s recent 11% decline in retail spending. If we see more lockdowns, then BABA’s sales growth could slow down considerably, contributing to revenue deceleration.The risks above are very real. Nevertheless, Alibaba stock is cheap enough to make the risk worth assuming. Even assuming very little growth, the stock’s future earnings have a present value of about $250. That’s considerable upside to today’s prices. If growth accelerates, then we could see a true Amazon-style multi-decade rally taking us to dizzying highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053565357,"gmtCreate":1654562709879,"gmtModify":1676535469209,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Tesla is not just a car company. Just like Apple is not just a phone company.&nbsp;","listText":"Tesla is not just a car company. Just like Apple is not just a phone company.&nbsp;","text":"Tesla is not just a car company. Just like Apple is not just a phone company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053565357","repostId":"2241998880","repostType":2,"repost":{"id":"2241998880","pubTimestamp":1654584681,"share":"https://ttm.financial/m/news/2241998880?lang=&edition=fundamental","pubTime":"2022-06-07 14:51","market":"us","language":"en","title":"Here's Why Tesla Is Poised To Become The First $10T Company","url":"https://stock-news.laohu8.com/highlight/detail?id=2241998880","media":"Seekingalpha","summary":"With a trailing 12-month price-to-earnings ratio of over 95, a lot of analysts are reluctant to give Tesla, Inc. (NASDAQ:NASDAQ:TSLA) a buy rating. However, we wonder if investors are taking a thoroug","content":"<html><head></head><body><p>With a trailing 12-month price-to-earnings ratio of over 95, a lot of analysts are reluctant to give Tesla, Inc. (NASDAQ:NASDAQ:TSLA) a buy rating. However, we wonder if investors are taking a thorough look at Tesla and considering the company&#39;s full scope of potential, rather than just its auto manufacturing aspect. We suspect that people may have a hard time assessing Tesla&#39;s full operations with traditional valuation models, as the company has so much activity in a multitude of sectors and either does not consider it or only evaluates the auto aspect.</p><p>Therefore, we will look at what these other business activities are, which are worth trillions, and why they may be fully discounted at today&#39;s $700 share price. We will also go over the reasons why Tesla should be considered a strong buy, even at today&#39;s high fundamental valuations, and why we believe it could become the first company ever to be valued at US$10T.</p><h2>Tesla Is &#34;Just a Car Company&#34; Myth</h2><p>The company has historically been valued by investors and analysts purely as an automotive company, and has not taken into account the other areas in which they operate. Tesla should rather be viewed more as a conglomerate than a car company. The high fundamentals may also be fueled by the fact that Tesla is working on solving arguably the most meaningful challenges that society is set to face in the future.</p><p>The company is gearing up for the bulk of the future challenges it sees. Whether it&#39;s switching all cars to electric, or making the grid completely green by introducing solar power and battery packs to making self-driving cars and automating factories by using vertical integration to its advantage and much more.</p><p>About 2 weeks ago, it even came to light that Tesla has submitted proposals for a 24-hour drive-in restaurant and theater that customers can use while charging their electric vehicles (&#34;EVs&#34;). It is unlikely that automakers such as Ford (F) and GM (GM) are developing AI divisions, a solar team, expandable gigafactories with vertical integration, a humanoid robotics team, a team developing batteries, Powerwalls and Powerpacks, and a host of different solutions. Accordingly, comparing car manufacturers to Tesla would not constitute an ideal method for valuation.</p><h2>The EV Opportunity</h2><p>One of Tesla&#39;s largest opportunities, of course, is its EV business, which is currently its main driver. The total EV market saw 4,6M units sold in 2021, representing a 6,6% penetration of EV&#39;s in the total car market, which totaled nearly 70M units sold in 2021.</p><p>As the total car market grows at a reasonable 3,5% CAGR between 2020 and 2030, the total car market is expected to reach 90M units per year. The EU has targeted a 50% EV penetration rate by 2030, which is in line with most public forecasts.</p><p>However, we believe this could be in the neighborhood of 60%, given the immense drop in battery costs resulting from Wright&#39;s Law. Batteries are currently the largest cost component of a vehicle. Wright&#39;s Law states that for every cumulative doubling of the number of units produced, the cost will fall by a constant percentage. In the case of lithium-ion batteries, it appears that costs will decrease by 28% for every cumulative doubling of the number of units produced.</p><h3>Market Outlook and Scalability</h3><p>Therefore, we expect EVs to have the same sticker price as regular ICE vehicles by 2023, meaning that the initial purchase cost of an EV will be the same as that of a regular gasoline car. This means that it should be a no-brainer to buy an EV, given the long-term benefit of low cost of ownership, i.e., low maintenance, tax benefits, low charging costs, and currently avoiding sky-high gasoline prices as well. At a 60% EV adoption rate, we could expect that of those 90 million cars, 54 million will be EVs.</p><p>Tesla delivered 936.222 vehicles in fiscal year 2021, according to their fourth quarter report, which compared to the total 4,6 million EVs sold in 2021, gives them a 20,35% market share in the overall EV market. Given Tesla&#39;s order backlog and the fact that it cannot yet meet customer demand, their market share could still increase in the future. In this analysis, we assume that Tesla maintains its 20% market share, and does not gain additional market share due to slow but growing competition.</p><p>If both criteria are met, i.e., Tesla retains its market share and the EV market is 60% taken, Tesla is expected to sell 10,8 million vehicles by 2030, or an increase of 1.053,58% over FY2021. That would also mean a 12% market share for Tesla in the total car market of 90 million vehicles. Perhaps we are still early to invest in Tesla, given the global transition to EVs.</p><h3>Gross Margins</h3><p>In terms of margins, Tesla was able to achieve an automotive gross margin of 32,9% in the first quarter of 2022, and a total GAAP gross margin of 29,1%. We expect this automotive gross margin to increase over the next 8 years, given cost reductions, while scaling production by 10x between now and 2030 and achieving economies of scale. Tesla increased production by more than 9x between 2017 and 2021.</p><p>In the period between 2017 and the first quarter of 2022, Tesla managed to grow car gross margins by about 10%. Given Wright&#39;s Law and the fact that Tesla is expected to produce 10,8 million vehicles per year by 2030, which is a unit increase of about 10-11x, car gross margins are expected to be closer to or above 42,9%. This is, of course, if Tesla could maintain its EV market share, while maintaining its current pricing, which is overly optimistic. In this example, we assume a gross margin of 38%.</p><h4>Automotive ASP</h4><p>The last parameter of great importance is Tesla&#39;s average selling price. Currently, Tesla has an average unit selling price of about $52.000 for the fourth quarter of 2021, and about $50.450 for fiscal year 2021. While some analysts believe Tesla&#39;s ASP will rise over time, we think it will fall due to Tesla&#39;s introduction of a super-cheap, likely smaller sedan with a target price of closer to US$25.000-US$35.000 compared to Tesla&#39;s cheapest Model 3 of about US$46.990.</p><p>In addition, we also believe that Tesla will lower its ASP to keep up with the competition and maintain its 20% EV market share. In this analysis, we assume Tesla lowers its ASP to US$42.000 to remain competitive in this booming EV market. 10,8 million sales, at an ASP of $42.000, would generate $453,6 billion in automotive revenue. At a 38% gross margin for automobiles, that would equate to $172,37 billion in gross automotive revenue.</p><p></p><p><img src=\"https://static.tigerbbs.com/76b714d0355f3d3f9d1d218f163eedf4\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s Projections</p><h4>OpEx and Scaling Margins</h4><p>However, we expect the biggest moves to be made in the OpEx portion of the business, as Tesla can scale this up dramatically in the coming years. For example, Tesla&#39;s fully self-driving option currently costs the customer $12.000. This will likely increase dramatically as it moves closer to a level 5, fully self-driving autonomous car. Tesla currently has a fairly high OpEx, which Elon Musk has also admitted, and it should drop dramatically as Tesla scales and variable costs drop closer towards Tesla&#39;s fixed costs.</p><p>Currently, Tesla is still doubling production almost every year, and expanding into different verticals, hence the high OpEx costs. Tesla had an operating margin of 12,1% in 2021, with operating income of $6,52 billion, while adjusted EBITDA is $11,62 billion, bringing the adjusted EBITDA margin to 21,6%. We believe Tesla can increase this adjusted EBITDA margin to 32% over the next 8 years, driven in part by improvements in gross margins, low fixed costs, Wright&#39;s Law, historical improvement in margins, and expansion of software-based revenues.</p><h3>Tesla&#39;s Automotive Outlook</h3><p>If true, Tesla would rake in US$145,15BN in adjusted EBITDA from its automotive business alone. However, we also correct this for share dilution. Between 2017 and 2021, the number of outstanding shares grew at a CAGR of 4,59%. We took a more conservative estimate and applied a CAGR of 5% to the number of shares between now and 2030.</p><p>This means that Tesla is currently trading at $700 at an expected 7,43x 2030 Adj EBITDA, according to our estimates. At a more reasonable multiple, given continued growth and looking at multiples of other companies such as $AAPL, we think an optimistic 21x Adj EBITDA is assigned. That would put Tesla&#39;s 2030 share price at roughly US$1.979,35 per share.</p><p>Currently, at that multiple, Tesla has a downside of -66,48%. However, by 2030, we think Tesla&#39;s automotive group will have an upside of 182,76% on its own. In contrast, the S&amp;P 500 will have an upside of nearly 100% at a historical CAGR of 9%, meaning that Tesla&#39;s auto segment may outperform the S&amp;P 500 on its own.</p><p><img src=\"https://static.tigerbbs.com/0ab9e3027af581db51d1f0a53255789c\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s Projections</p><h2>The Solar and Battery Opportunity</h2><p>As mentioned earlier, according to Wright&#39;s Law, each cumulative doubling of the number of units produced represents a constant percentage decrease in price. For Lithium-ion Batteries, this constant percentage is about 28%. Given Tesla&#39;s expertise and scalability in batteries, it is no surprise that they could use this technology to disrupt the energy industry.</p><p>Not much light is being shed on Tesla Energy, which launched back in 2015 with the unveiling of its range of Power walls and Power packs. To this day, most analysts do not even know of the existence of Tesla Energy. Analysts are focusing on Tesla&#39;s car segment, while the renewable energy market was worth US$952,16BN last year alone and is growing rapidly. The renewable energy market is expected to grow to approx. US$2T by 2030, at a CAGR of over 8,6%.</p><p>According to BloombergNEF, the global energy storage market is expected to grow at an astonishing 30% CAGR. That means 58GW/178GWh of energy storage will be deployed annually by 2030. Tesla, on the other hand, has 3,99GWh installed by 2021. Tesla still has a huge potential market share to capture and is poised to do so while lowering costs according to Wright&#39;s Law while ramping up production. The energy storage market is an opportunity of over $435 billion by 2030, and Tesla is in a good position to benefit from a lot of tailwinds from market expansion.</p><p>The solar power market is paving the way for the future. The solar electric panel (PV) market is expected to experience a CAGR of 11,9% to US$641,1BN worldwide by 2030. In 2021, Tesla installed 345 MW of solar panels, compared to the projected annual installation of 125 GW of solar panels that would be needed to cover 30% of U.S. energy production by 2030, meaning Tesla still has a ton of market share to capture in that sector.</p><p>Tesla could also branch out into other industries that converge with energy generation, such as cryptocurrency and cryptocurrency mining, which Elon Musk has shown great interest in over the past few years if it can be done sustainably. Currently, Tesla owns 43.200 BTC, worth about US$1,29BN at the time of writing this article.</p><p>Or, as mentioned earlier, accommodations such as restaurants while charging customers&#39; EVs. Technically, in the distant future, Tesla could even fully automate these restaurants, as Amazon (AMZN) has done with its Amazon Go stores, requiring little to no staff. Tesla could easily use their &#34;Optimus&#34; robot, which they are now developing to do this work, which I will talk more about soon.</p><h2>Autonomous Vehicles and RoboTaxis</h2><p>Since the automotive valuation was based primarily on the fact that Tesla would continue to sell only their regular &#34;fully self-driving&#34; package, and would not receive regulatory approval for a truly autonomous vehicle, the outlook would change radically if it did receive such approval.</p><p>In that case, Tesla could drastically lower its ASP to sell/ deploy many autonomous vehicles, and lower the cost of ownership because owners would be able to generate income from their car when they are not using it, provided they are willing to run it on Tesla&#39;s autonomous taxi network.</p><p>This cab network would be ultra-cheap because it does not require the most capital-intensive part, the driver, and refueling that is done cheaply via electric charging. Low maintenance costs for EVs are also a huge plus. Another advantage is that the owner of the vehicle would gain several hours per week because he can spend his time productively, rather than driving the car himself.</p><p>In this scenario, Tesla would generate a ton of passive income from taking a revenue cut from the platform alone, while also generating income for the vehicle owners, who were already able to buy the car at a very low ASP. No other automaker is as close as Tesla to developing such a level 5 autonomous driving capability, aside from companies like Waymo and <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>, although Tesla is arguably ahead in real-world / visual AI.</p><p>Almost every other car manufacturer uses LIDAR, which is mostly a very expensive piece of technology that might actually not be needed when solved with visual AI. Companies like Cruise Automation and Apple (AAPL), for example, are also picking up on the opportunity. Because the car also gets so much data from the cameras and the autonomy system already in place, Tesla can also offer more competitive / appropriate insurance prices because it has a data advantage. Tesla is able to generate a safety score based on your driving habits and offer a customized data-driven insurance quote.</p><p>The combination of EVs and autonomy could reduce the cost per mile of cars to 25 cents, or half the cost of a passenger car. If robotic cabs are launched, people might also decide not to own a car themselves, but just use the autonomous cab network, given the low cost. Ark Invest (ARKK) estimates that this could add an additional US$26T (yes, trillion) in value to global GDP, and is expected to be a US$11T market that could be tapped. Elon Musk confirmed on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that this is about right for autonomous vehicles, but said that &#34;Optimus&#34; will greatly exceed this, which I&#39;ll get into in a moment.</p><p></p><p><img src=\"https://static.tigerbbs.com/c693786714226098af9a836265d4a314\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ark Invest BIS2022 (Ark Invest)</p><h2>AI, Humanoid Robots and Automation</h2><p>Anyone who has ever used facial recognition to unlock their phone, swiped through YouTube (GOOG) (GOOGL) or TikTok, or perhaps even used GPT3-based writing tools, can attest firsthand to how far artificial intelligence has come. And sometimes it can even be quite frightening.</p><p>What not many analysts realize is the fact that Tesla is arguably <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best, if not the best AI company on earth today. The amount of data that Tesla has been able to collect over the past 7+ years, over billions of miles driven and ridden in tens of thousands of cars, gives them a light-years head start on the competition, which is only now beginning to collect data and explore fully self-driving cars.</p><p>A study last year also found that the acceptance rate for fully self-driving cars worldwide was only 11%, which means there is a lot of upside potential as Tesla gets closer to level 5 autonomy and continues to raise its prices. Once fully autonomous driving is achieved and regulated, this software alone could generate hundreds of billions of dollars in revenue just for the car portion of the business.</p><h3>Tesla&#39;s AI/ Data Advantage In Robotics</h3><p>Not to mention what they could do with this data, and apply it to various products they are in the process of developing. One of those products is Optimus. We&#39;ve all seen the videos of dancing humanoid robots, from Boston Dynamics, that are starting to resemble human movements more and more. Now imagine Tesla being able to couple their immense amount of data, AI, and Machine Learning with robotics, which they have mastered over the past 15 years.</p><p>That robot is called &#34;Optimus&#34;, and that is the humanoid robot that Elon Musk referred to when he said that this concept could far exceed the US$26T value that autonomous driving can add to the economy. This is why this company is such an intriguing buy for investors with very long time horizons, like us.</p><p>Any repetitive and boring job, such as warehouse picking/ fulfillment and a host of other jobs could simply be replaced by robots working 24/7, at the initial cost of production plus electricity and maintenance. Imagine how low the cost of goods would be if things like warehouse fulfillment at Amazon were done entirely by humanoid robots. It is also worth noting that these robots will not take away jobs, but will lower the cost of goods in a competitive capitalist society and allow people to focus on more meaningful tasks.</p><p>For anyone who has yet to experience what AI is capable of, we highly recommend trying out a text autocomplete or other tools that run on GPT3 powered by OpenAI. In fact, few analysts may know that OpenAI was founded in 2015 by Elon Musk and the former chairman of Y Combinator, among others, and together pledged a total of US$1BN. Elon Musk stepped down from the board in 2018, but remained a sponsor.</p><p>All of these reasons add up to why Tesla&#39;s auto part may seem negligible 8-10 years from now, looking back at it compared to its robotics and AI, and may be its most important aspect right now. Tesla builds the factory that in turn manufactures the machines.</p><h2>Taking a Step Back</h2><p>So, with Tesla&#39;s Adj. EBITDA/share valued at $94,25 in 2030, even at a more conservative 15 times EBITDA Tesla&#39;s automotive manufacturing should be able to match/slightly exceed the S&amp;P 500&#39;s growth, at nearly US$1.400 per share. On average, the S&amp;P 500 also doubles every 7-8 years. Although, that&#39;s only if growth slows significantly after 2030 and Tesla is unable to scale up any of its other businesses worth tens of trillions of dollars.</p><p>If Tesla is still experiencing reasonable growth by 2030, and it is trading at a more lofty but acceptable multiple of 21x Adj. EBITDA, then by our calculations on the car side they would be worth an estimated $1.979,35. Again, that&#39;s without regulatory approval for its robot cab / fully self-driving network, without scalability in its power generation and energy storage business, and without expansion in robotics and AI, among other ventures.</p><p></p><p><img src=\"https://static.tigerbbs.com/0ab9e3027af581db51d1f0a53255789c\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s Projections</p><p>At this point, we believe that Tesla would be worth buying for the car portion of the business alone, with the other verticals giving Tesla free exposure to tens of trillions of dollars of upside. If Tesla were able to successfully expand into those niches, the stock price could be a lot higher and Tesla could become the first company with a market capitalization of more than US$10T in the far future.</p><h2>A More Pessimistic Outlook</h2><p>The doomsday scenario for Tesla would be that it is either unable to scale up production as quickly as expected, that competitors immediately overtake Tesla&#39;s more than 15 years of experience in EV production, or that margins become more pressured due to lack of demand. So far, analysts have speculated on these factors, despite the fact that Tesla continues to draw very strong demand. That could change in the future, bringing a more speculative downside to buying Tesla stock.</p><p>Macroeconomic challenges could also play a role in Tesla&#39;s ability to expand, given the inversion of the yield curve, a possible recession in the coming years, and skyrocketing commodity prices. But Tesla seems well positioned to absorb most of those commodity/ supply chain shocks to date, and demand might not be a problem given the introduction of a cheaper EV and a declining ASP, plus the fact that EVs could reach sticker price parity very soon.</p><h2>What To Look Out For?</h2><p>One of the key factors that we are currently looking at is positive earnings revisions. Since the Street currently expects Tesla to grow earnings much more slowly than we do, we expect a continuation of blowout earnings revisions, as we have seen in the past, and especially now in the first quarter of 2022.</p><p></p><p><img src=\"https://static.tigerbbs.com/17f58b776665fedff951a1d04484e72a\" tg-width=\"640\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>Since September 2019, Tesla has always outperformed revenue with a positive revenue surprise. In the last 3 months, Tesla has seen 25 positive EPS revisions, and only 6 negative EPS revisions, despite a decline of about 50% peak to trough.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/5/52756760-1654484073032969.png\" tg-width=\"640\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><h2>Concluding Statement</h2><p>Typically, analysts using classic valuation methods to try to value Tesla and compare it to other car companies, while car manufacturers do not actually cater to the kind of business Tesla is in.</p><p>Companies like Ford and GM are unlikely to develop humanoid robots, an advanced AI division to solve autonomous driving (not LIDAR), develop/ scale robotics like Tesla&#39;s gigafactories, develop renewable energy generation/storage, so on and so forth. That doesn&#39;t mean those companies are better or worse than Tesla, they&#39;re just not in the same target sectors.</p><p>The downside of Tesla is that it is still currently trading at high fundamental ratios, which some believe is justified because of Tesla&#39;s potential, while others have a more reasoned view of the company&#39;s future. A significant number of analysts have erred in the past about Tesla&#39;s ability to scale and expand, and may continue to do so in the future, as the majority are not sector experts in various domains to conduct a very time-consuming and heavy analysis.</p><p>It also appears to us that analysts tend to value Tesla in a linear, purely quantitative way without looking at the actual underlying activities and developments, or taking into account theories such as Wright&#39;s Law that allow for huge cost savings. We suspect that the majority of investors and analysts are giving up on Tesla quickly, given the many uncertain parameters and the challenge of valuing a company that is expanding into sectors that did not exist before or that is disrupting existing sectors at a breakneck pace.</p><p>It is our belief that Tesla&#39;s automotive sector will outperform the S&amp;P 500 by a handful over the next 8 years, even if we don&#39;t factor in the trillions of dollars that could be generated by self-driving cars, autonomous cabs, humanoid robots, energy generation and storage, insurance, robotics, automation in general, and more.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's Why Tesla Is Poised To Become The First $10T Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Tesla Is Poised To Become The First $10T Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 14:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516743-heres-why-tesla-is-poised-to-become-the-first-10t-company><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With a trailing 12-month price-to-earnings ratio of over 95, a lot of analysts are reluctant to give Tesla, Inc. (NASDAQ:NASDAQ:TSLA) a buy rating. However, we wonder if investors are taking a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516743-heres-why-tesla-is-poised-to-become-the-first-10t-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4516743-heres-why-tesla-is-poised-to-become-the-first-10t-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241998880","content_text":"With a trailing 12-month price-to-earnings ratio of over 95, a lot of analysts are reluctant to give Tesla, Inc. (NASDAQ:NASDAQ:TSLA) a buy rating. However, we wonder if investors are taking a thorough look at Tesla and considering the company's full scope of potential, rather than just its auto manufacturing aspect. We suspect that people may have a hard time assessing Tesla's full operations with traditional valuation models, as the company has so much activity in a multitude of sectors and either does not consider it or only evaluates the auto aspect.Therefore, we will look at what these other business activities are, which are worth trillions, and why they may be fully discounted at today's $700 share price. We will also go over the reasons why Tesla should be considered a strong buy, even at today's high fundamental valuations, and why we believe it could become the first company ever to be valued at US$10T.Tesla Is \"Just a Car Company\" MythThe company has historically been valued by investors and analysts purely as an automotive company, and has not taken into account the other areas in which they operate. Tesla should rather be viewed more as a conglomerate than a car company. The high fundamentals may also be fueled by the fact that Tesla is working on solving arguably the most meaningful challenges that society is set to face in the future.The company is gearing up for the bulk of the future challenges it sees. Whether it's switching all cars to electric, or making the grid completely green by introducing solar power and battery packs to making self-driving cars and automating factories by using vertical integration to its advantage and much more.About 2 weeks ago, it even came to light that Tesla has submitted proposals for a 24-hour drive-in restaurant and theater that customers can use while charging their electric vehicles (\"EVs\"). It is unlikely that automakers such as Ford (F) and GM (GM) are developing AI divisions, a solar team, expandable gigafactories with vertical integration, a humanoid robotics team, a team developing batteries, Powerwalls and Powerpacks, and a host of different solutions. Accordingly, comparing car manufacturers to Tesla would not constitute an ideal method for valuation.The EV OpportunityOne of Tesla's largest opportunities, of course, is its EV business, which is currently its main driver. The total EV market saw 4,6M units sold in 2021, representing a 6,6% penetration of EV's in the total car market, which totaled nearly 70M units sold in 2021.As the total car market grows at a reasonable 3,5% CAGR between 2020 and 2030, the total car market is expected to reach 90M units per year. The EU has targeted a 50% EV penetration rate by 2030, which is in line with most public forecasts.However, we believe this could be in the neighborhood of 60%, given the immense drop in battery costs resulting from Wright's Law. Batteries are currently the largest cost component of a vehicle. Wright's Law states that for every cumulative doubling of the number of units produced, the cost will fall by a constant percentage. In the case of lithium-ion batteries, it appears that costs will decrease by 28% for every cumulative doubling of the number of units produced.Market Outlook and ScalabilityTherefore, we expect EVs to have the same sticker price as regular ICE vehicles by 2023, meaning that the initial purchase cost of an EV will be the same as that of a regular gasoline car. This means that it should be a no-brainer to buy an EV, given the long-term benefit of low cost of ownership, i.e., low maintenance, tax benefits, low charging costs, and currently avoiding sky-high gasoline prices as well. At a 60% EV adoption rate, we could expect that of those 90 million cars, 54 million will be EVs.Tesla delivered 936.222 vehicles in fiscal year 2021, according to their fourth quarter report, which compared to the total 4,6 million EVs sold in 2021, gives them a 20,35% market share in the overall EV market. Given Tesla's order backlog and the fact that it cannot yet meet customer demand, their market share could still increase in the future. In this analysis, we assume that Tesla maintains its 20% market share, and does not gain additional market share due to slow but growing competition.If both criteria are met, i.e., Tesla retains its market share and the EV market is 60% taken, Tesla is expected to sell 10,8 million vehicles by 2030, or an increase of 1.053,58% over FY2021. That would also mean a 12% market share for Tesla in the total car market of 90 million vehicles. Perhaps we are still early to invest in Tesla, given the global transition to EVs.Gross MarginsIn terms of margins, Tesla was able to achieve an automotive gross margin of 32,9% in the first quarter of 2022, and a total GAAP gross margin of 29,1%. We expect this automotive gross margin to increase over the next 8 years, given cost reductions, while scaling production by 10x between now and 2030 and achieving economies of scale. Tesla increased production by more than 9x between 2017 and 2021.In the period between 2017 and the first quarter of 2022, Tesla managed to grow car gross margins by about 10%. Given Wright's Law and the fact that Tesla is expected to produce 10,8 million vehicles per year by 2030, which is a unit increase of about 10-11x, car gross margins are expected to be closer to or above 42,9%. This is, of course, if Tesla could maintain its EV market share, while maintaining its current pricing, which is overly optimistic. In this example, we assume a gross margin of 38%.Automotive ASPThe last parameter of great importance is Tesla's average selling price. Currently, Tesla has an average unit selling price of about $52.000 for the fourth quarter of 2021, and about $50.450 for fiscal year 2021. While some analysts believe Tesla's ASP will rise over time, we think it will fall due to Tesla's introduction of a super-cheap, likely smaller sedan with a target price of closer to US$25.000-US$35.000 compared to Tesla's cheapest Model 3 of about US$46.990.In addition, we also believe that Tesla will lower its ASP to keep up with the competition and maintain its 20% EV market share. In this analysis, we assume Tesla lowers its ASP to US$42.000 to remain competitive in this booming EV market. 10,8 million sales, at an ASP of $42.000, would generate $453,6 billion in automotive revenue. At a 38% gross margin for automobiles, that would equate to $172,37 billion in gross automotive revenue.Author's ProjectionsOpEx and Scaling MarginsHowever, we expect the biggest moves to be made in the OpEx portion of the business, as Tesla can scale this up dramatically in the coming years. For example, Tesla's fully self-driving option currently costs the customer $12.000. This will likely increase dramatically as it moves closer to a level 5, fully self-driving autonomous car. Tesla currently has a fairly high OpEx, which Elon Musk has also admitted, and it should drop dramatically as Tesla scales and variable costs drop closer towards Tesla's fixed costs.Currently, Tesla is still doubling production almost every year, and expanding into different verticals, hence the high OpEx costs. Tesla had an operating margin of 12,1% in 2021, with operating income of $6,52 billion, while adjusted EBITDA is $11,62 billion, bringing the adjusted EBITDA margin to 21,6%. We believe Tesla can increase this adjusted EBITDA margin to 32% over the next 8 years, driven in part by improvements in gross margins, low fixed costs, Wright's Law, historical improvement in margins, and expansion of software-based revenues.Tesla's Automotive OutlookIf true, Tesla would rake in US$145,15BN in adjusted EBITDA from its automotive business alone. However, we also correct this for share dilution. Between 2017 and 2021, the number of outstanding shares grew at a CAGR of 4,59%. We took a more conservative estimate and applied a CAGR of 5% to the number of shares between now and 2030.This means that Tesla is currently trading at $700 at an expected 7,43x 2030 Adj EBITDA, according to our estimates. At a more reasonable multiple, given continued growth and looking at multiples of other companies such as $AAPL, we think an optimistic 21x Adj EBITDA is assigned. That would put Tesla's 2030 share price at roughly US$1.979,35 per share.Currently, at that multiple, Tesla has a downside of -66,48%. However, by 2030, we think Tesla's automotive group will have an upside of 182,76% on its own. In contrast, the S&P 500 will have an upside of nearly 100% at a historical CAGR of 9%, meaning that Tesla's auto segment may outperform the S&P 500 on its own.Author's ProjectionsThe Solar and Battery OpportunityAs mentioned earlier, according to Wright's Law, each cumulative doubling of the number of units produced represents a constant percentage decrease in price. For Lithium-ion Batteries, this constant percentage is about 28%. Given Tesla's expertise and scalability in batteries, it is no surprise that they could use this technology to disrupt the energy industry.Not much light is being shed on Tesla Energy, which launched back in 2015 with the unveiling of its range of Power walls and Power packs. To this day, most analysts do not even know of the existence of Tesla Energy. Analysts are focusing on Tesla's car segment, while the renewable energy market was worth US$952,16BN last year alone and is growing rapidly. The renewable energy market is expected to grow to approx. US$2T by 2030, at a CAGR of over 8,6%.According to BloombergNEF, the global energy storage market is expected to grow at an astonishing 30% CAGR. That means 58GW/178GWh of energy storage will be deployed annually by 2030. Tesla, on the other hand, has 3,99GWh installed by 2021. Tesla still has a huge potential market share to capture and is poised to do so while lowering costs according to Wright's Law while ramping up production. The energy storage market is an opportunity of over $435 billion by 2030, and Tesla is in a good position to benefit from a lot of tailwinds from market expansion.The solar power market is paving the way for the future. The solar electric panel (PV) market is expected to experience a CAGR of 11,9% to US$641,1BN worldwide by 2030. In 2021, Tesla installed 345 MW of solar panels, compared to the projected annual installation of 125 GW of solar panels that would be needed to cover 30% of U.S. energy production by 2030, meaning Tesla still has a ton of market share to capture in that sector.Tesla could also branch out into other industries that converge with energy generation, such as cryptocurrency and cryptocurrency mining, which Elon Musk has shown great interest in over the past few years if it can be done sustainably. Currently, Tesla owns 43.200 BTC, worth about US$1,29BN at the time of writing this article.Or, as mentioned earlier, accommodations such as restaurants while charging customers' EVs. Technically, in the distant future, Tesla could even fully automate these restaurants, as Amazon (AMZN) has done with its Amazon Go stores, requiring little to no staff. Tesla could easily use their \"Optimus\" robot, which they are now developing to do this work, which I will talk more about soon.Autonomous Vehicles and RoboTaxisSince the automotive valuation was based primarily on the fact that Tesla would continue to sell only their regular \"fully self-driving\" package, and would not receive regulatory approval for a truly autonomous vehicle, the outlook would change radically if it did receive such approval.In that case, Tesla could drastically lower its ASP to sell/ deploy many autonomous vehicles, and lower the cost of ownership because owners would be able to generate income from their car when they are not using it, provided they are willing to run it on Tesla's autonomous taxi network.This cab network would be ultra-cheap because it does not require the most capital-intensive part, the driver, and refueling that is done cheaply via electric charging. Low maintenance costs for EVs are also a huge plus. Another advantage is that the owner of the vehicle would gain several hours per week because he can spend his time productively, rather than driving the car himself.In this scenario, Tesla would generate a ton of passive income from taking a revenue cut from the platform alone, while also generating income for the vehicle owners, who were already able to buy the car at a very low ASP. No other automaker is as close as Tesla to developing such a level 5 autonomous driving capability, aside from companies like Waymo and Mobileye, although Tesla is arguably ahead in real-world / visual AI.Almost every other car manufacturer uses LIDAR, which is mostly a very expensive piece of technology that might actually not be needed when solved with visual AI. Companies like Cruise Automation and Apple (AAPL), for example, are also picking up on the opportunity. Because the car also gets so much data from the cameras and the autonomy system already in place, Tesla can also offer more competitive / appropriate insurance prices because it has a data advantage. Tesla is able to generate a safety score based on your driving habits and offer a customized data-driven insurance quote.The combination of EVs and autonomy could reduce the cost per mile of cars to 25 cents, or half the cost of a passenger car. If robotic cabs are launched, people might also decide not to own a car themselves, but just use the autonomous cab network, given the low cost. Ark Invest (ARKK) estimates that this could add an additional US$26T (yes, trillion) in value to global GDP, and is expected to be a US$11T market that could be tapped. Elon Musk confirmed on Twitter that this is about right for autonomous vehicles, but said that \"Optimus\" will greatly exceed this, which I'll get into in a moment.Ark Invest BIS2022 (Ark Invest)AI, Humanoid Robots and AutomationAnyone who has ever used facial recognition to unlock their phone, swiped through YouTube (GOOG) (GOOGL) or TikTok, or perhaps even used GPT3-based writing tools, can attest firsthand to how far artificial intelligence has come. And sometimes it can even be quite frightening.What not many analysts realize is the fact that Tesla is arguably one of the best, if not the best AI company on earth today. The amount of data that Tesla has been able to collect over the past 7+ years, over billions of miles driven and ridden in tens of thousands of cars, gives them a light-years head start on the competition, which is only now beginning to collect data and explore fully self-driving cars.A study last year also found that the acceptance rate for fully self-driving cars worldwide was only 11%, which means there is a lot of upside potential as Tesla gets closer to level 5 autonomy and continues to raise its prices. Once fully autonomous driving is achieved and regulated, this software alone could generate hundreds of billions of dollars in revenue just for the car portion of the business.Tesla's AI/ Data Advantage In RoboticsNot to mention what they could do with this data, and apply it to various products they are in the process of developing. One of those products is Optimus. We've all seen the videos of dancing humanoid robots, from Boston Dynamics, that are starting to resemble human movements more and more. Now imagine Tesla being able to couple their immense amount of data, AI, and Machine Learning with robotics, which they have mastered over the past 15 years.That robot is called \"Optimus\", and that is the humanoid robot that Elon Musk referred to when he said that this concept could far exceed the US$26T value that autonomous driving can add to the economy. This is why this company is such an intriguing buy for investors with very long time horizons, like us.Any repetitive and boring job, such as warehouse picking/ fulfillment and a host of other jobs could simply be replaced by robots working 24/7, at the initial cost of production plus electricity and maintenance. Imagine how low the cost of goods would be if things like warehouse fulfillment at Amazon were done entirely by humanoid robots. It is also worth noting that these robots will not take away jobs, but will lower the cost of goods in a competitive capitalist society and allow people to focus on more meaningful tasks.For anyone who has yet to experience what AI is capable of, we highly recommend trying out a text autocomplete or other tools that run on GPT3 powered by OpenAI. In fact, few analysts may know that OpenAI was founded in 2015 by Elon Musk and the former chairman of Y Combinator, among others, and together pledged a total of US$1BN. Elon Musk stepped down from the board in 2018, but remained a sponsor.All of these reasons add up to why Tesla's auto part may seem negligible 8-10 years from now, looking back at it compared to its robotics and AI, and may be its most important aspect right now. Tesla builds the factory that in turn manufactures the machines.Taking a Step BackSo, with Tesla's Adj. EBITDA/share valued at $94,25 in 2030, even at a more conservative 15 times EBITDA Tesla's automotive manufacturing should be able to match/slightly exceed the S&P 500's growth, at nearly US$1.400 per share. On average, the S&P 500 also doubles every 7-8 years. Although, that's only if growth slows significantly after 2030 and Tesla is unable to scale up any of its other businesses worth tens of trillions of dollars.If Tesla is still experiencing reasonable growth by 2030, and it is trading at a more lofty but acceptable multiple of 21x Adj. EBITDA, then by our calculations on the car side they would be worth an estimated $1.979,35. Again, that's without regulatory approval for its robot cab / fully self-driving network, without scalability in its power generation and energy storage business, and without expansion in robotics and AI, among other ventures.Author's ProjectionsAt this point, we believe that Tesla would be worth buying for the car portion of the business alone, with the other verticals giving Tesla free exposure to tens of trillions of dollars of upside. If Tesla were able to successfully expand into those niches, the stock price could be a lot higher and Tesla could become the first company with a market capitalization of more than US$10T in the far future.A More Pessimistic OutlookThe doomsday scenario for Tesla would be that it is either unable to scale up production as quickly as expected, that competitors immediately overtake Tesla's more than 15 years of experience in EV production, or that margins become more pressured due to lack of demand. So far, analysts have speculated on these factors, despite the fact that Tesla continues to draw very strong demand. That could change in the future, bringing a more speculative downside to buying Tesla stock.Macroeconomic challenges could also play a role in Tesla's ability to expand, given the inversion of the yield curve, a possible recession in the coming years, and skyrocketing commodity prices. But Tesla seems well positioned to absorb most of those commodity/ supply chain shocks to date, and demand might not be a problem given the introduction of a cheaper EV and a declining ASP, plus the fact that EVs could reach sticker price parity very soon.What To Look Out For?One of the key factors that we are currently looking at is positive earnings revisions. Since the Street currently expects Tesla to grow earnings much more slowly than we do, we expect a continuation of blowout earnings revisions, as we have seen in the past, and especially now in the first quarter of 2022.Seeking AlphaSince September 2019, Tesla has always outperformed revenue with a positive revenue surprise. In the last 3 months, Tesla has seen 25 positive EPS revisions, and only 6 negative EPS revisions, despite a decline of about 50% peak to trough.Seeking AlphaConcluding StatementTypically, analysts using classic valuation methods to try to value Tesla and compare it to other car companies, while car manufacturers do not actually cater to the kind of business Tesla is in.Companies like Ford and GM are unlikely to develop humanoid robots, an advanced AI division to solve autonomous driving (not LIDAR), develop/ scale robotics like Tesla's gigafactories, develop renewable energy generation/storage, so on and so forth. That doesn't mean those companies are better or worse than Tesla, they're just not in the same target sectors.The downside of Tesla is that it is still currently trading at high fundamental ratios, which some believe is justified because of Tesla's potential, while others have a more reasoned view of the company's future. A significant number of analysts have erred in the past about Tesla's ability to scale and expand, and may continue to do so in the future, as the majority are not sector experts in various domains to conduct a very time-consuming and heavy analysis.It also appears to us that analysts tend to value Tesla in a linear, purely quantitative way without looking at the actual underlying activities and developments, or taking into account theories such as Wright's Law that allow for huge cost savings. We suspect that the majority of investors and analysts are giving up on Tesla quickly, given the many uncertain parameters and the challenge of valuing a company that is expanding into sectors that did not exist before or that is disrupting existing sectors at a breakneck pace.It is our belief that Tesla's automotive sector will outperform the S&P 500 by a handful over the next 8 years, even if we don't factor in the trillions of dollars that could be generated by self-driving cars, autonomous cabs, humanoid robots, energy generation and storage, insurance, robotics, automation in general, and more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025737783,"gmtCreate":1653742957742,"gmtModify":1676535335460,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Twitter has become a monster that is eating itself up.&nbsp;","listText":"Twitter has become a monster that is eating itself up.&nbsp;","text":"Twitter has become a monster that is eating itself up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025737783","repostId":"1165399678","repostType":2,"repost":{"id":"1165399678","pubTimestamp":1653713203,"share":"https://ttm.financial/m/news/1165399678?lang=&edition=fundamental","pubTime":"2022-05-28 12:46","market":"us","language":"en","title":"Twitter Gives Investors the Snub They Deserve","url":"https://stock-news.laohu8.com/highlight/detail?id=1165399678","media":"Reuters","summary":"(Reuters Breakingviews) - Twitter’s shareholders and its board are made for each other. The social m","content":"<html><head></head><body><p>(Reuters Breakingviews) - <a href=\"https://laohu8.com/S/TWTR\">Twitter’s</a> shareholders and its board are made for each other. The social media platform has refused to accept the resignation of director Egon Durban, who failed to get a majority of votes cast at Twitter’s annual meeting on Wednesday. The company says Durban, the co-CEO of private equity firm Silver Lake, was being punished by some institutional shareholders for serving on six other company’s boards. So now he has agreed to serve on just five.</p><p>Will shareholders be angry at this snub? They don’t have much right to be. While he was opposed by a majority at the meeting, only holders of a third of Twitter’s outstanding shares actively voted against him. Exclude the “broker non-vote” segment that reflects shares held by financial firms where ultimate holders hadn’t expressed a view, and the numbers cast against Durban rises to 42%-- hardly a majority.</p><p>Maybe the rest thought he’s worth keeping. Durban is, after all, close to <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> boss Elon Musk, who has offered to buy Twitter for $44 billion. Or maybe they don’t care about good governance anyway. Twitter has a so-called staggered board, where only a couple of directors come up for re-election each year. Shareholders had the chance to change that this year, but not enough supported the plan. By ignoring the popular vote, Twitter is just following the spirit of the age.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Gives Investors the Snub They Deserve</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwitter Gives Investors the Snub They Deserve\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-28 12:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/breakingviews/twitter-gives-investors-snub-they-deserve-2022-05-27/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters Breakingviews) - Twitter’s shareholders and its board are made for each other. The social media platform has refused to accept the resignation of director Egon Durban, who failed to get a ...</p>\n\n<a href=\"https://www.reuters.com/breakingviews/twitter-gives-investors-snub-they-deserve-2022-05-27/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.reuters.com/breakingviews/twitter-gives-investors-snub-they-deserve-2022-05-27/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165399678","content_text":"(Reuters Breakingviews) - Twitter’s shareholders and its board are made for each other. The social media platform has refused to accept the resignation of director Egon Durban, who failed to get a majority of votes cast at Twitter’s annual meeting on Wednesday. The company says Durban, the co-CEO of private equity firm Silver Lake, was being punished by some institutional shareholders for serving on six other company’s boards. So now he has agreed to serve on just five.Will shareholders be angry at this snub? They don’t have much right to be. While he was opposed by a majority at the meeting, only holders of a third of Twitter’s outstanding shares actively voted against him. Exclude the “broker non-vote” segment that reflects shares held by financial firms where ultimate holders hadn’t expressed a view, and the numbers cast against Durban rises to 42%-- hardly a majority.Maybe the rest thought he’s worth keeping. Durban is, after all, close to Tesla  boss Elon Musk, who has offered to buy Twitter for $44 billion. Or maybe they don’t care about good governance anyway. Twitter has a so-called staggered board, where only a couple of directors come up for re-election each year. Shareholders had the chance to change that this year, but not enough supported the plan. By ignoring the popular vote, Twitter is just following the spirit of the age.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056343569,"gmtCreate":1654955561651,"gmtModify":1676535539070,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Battery swapping. Haha&nbsp;","listText":"Battery swapping. Haha&nbsp;","text":"Battery swapping. Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056343569","repostId":"1141069674","repostType":4,"repost":{"id":"1141069674","pubTimestamp":1654915574,"share":"https://ttm.financial/m/news/1141069674?lang=&edition=fundamental","pubTime":"2022-06-11 10:46","market":"us","language":"en","title":"NIO Stock Alert: Nio Looks to Rival Tesla With Battery Pack Production in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=1141069674","media":"InvestorPlace","summary":"Nio(NIO) plans on producing battery packs during the second half of 2024.The batteries will carry a ","content":"<html><head></head><body><ul><li><b>Nio</b>(<b><u>NIO</u></b>) plans on producing battery packs during the second half of 2024.</li><li>The batteries will carry a voltage of 800-volts.</li><li>Shares of NIO stock are down over 45% year-to-date.</li></ul><p><b>Nio</b>(NYSE:<b><u>NIO</u></b>) stock is trading down 4% today despite an interesting announcement from Chairman William Li. Li stated that Nio has plans to produce an 800-volt battery packin-house during the second half of 2024. Battery costs have risen for Nio during the second quarter after its agreement with battery supplier <b>CATL</b> was renewed.</p><p>During May, Nio announced that it had delivered 7,024 vehicles. Year-to-date, the Chinese electric vehicle (EV) company has delivered 37,866 vehicles, up 11.8% year-over-year. Nio is slowly recovering from mass lockdowns in China due to the coronavirus. It has plans to “further ramp up the production capacity” by working with supply chain partners. This month, the company plans on accelerating “delivery recovery,” so delivery numbers for June will be highly anticipated.</p><p>With that in mind, let’s get into the details of the new battery packs.</p><p><b>NIO Stock: Nio Plans on Producing Battery Pack In 2024</b></p><p>Today, most electric vehicles carry 400-volt batteries. With Nio’s plans to produce 800-volt batteries, charging will be improved for its customers. This is because higher-voltage batteries allows a lower current to be used during the charging process. In addition, a higher-voltage battery “reduces overheating and allows better power retention in the system.”</p><p>Li also mentioned that Nio will plan to use a combination of in-house batteries and externally source batteries in the long run. This is similar to what <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) does with its batteries.</p><p>The new in-house batteries will be used for Nio’s new mass-market models, which are expected to be ready for sale during the second half of 2024. Li mentioned that these models are expected to be priced between $30,000 and $45,000.</p><p>Nio already operates battery-as-a-service(BaaS) swap stations in China. At these stations, customers can drive up and swap their batteries for a fully charged battery. Now, the company has plans to license out its BaaS technology to other automakers. The company seeks to take advantage of Tesla’s shortcomings, as Tesla released its own battery swapping technology in 2014 but ended the program. By 2025, Nio has a goal of operating over 1,000 battery swapping stations outside of China. By the end of 2030, it plans on operating 5,000 battery swapping stations globally.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Alert: Nio Looks to Rival Tesla With Battery Pack Production in 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Alert: Nio Looks to Rival Tesla With Battery Pack Production in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/nio-stock-alert-nio-looks-to-rival-tesla-with-battery-pack-production-in-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio(NIO) plans on producing battery packs during the second half of 2024.The batteries will carry a voltage of 800-volts.Shares of NIO stock are down over 45% year-to-date.Nio(NYSE:NIO) stock is ...</p>\n\n<a href=\"https://investorplace.com/2022/06/nio-stock-alert-nio-looks-to-rival-tesla-with-battery-pack-production-in-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2022/06/nio-stock-alert-nio-looks-to-rival-tesla-with-battery-pack-production-in-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141069674","content_text":"Nio(NIO) plans on producing battery packs during the second half of 2024.The batteries will carry a voltage of 800-volts.Shares of NIO stock are down over 45% year-to-date.Nio(NYSE:NIO) stock is trading down 4% today despite an interesting announcement from Chairman William Li. Li stated that Nio has plans to produce an 800-volt battery packin-house during the second half of 2024. Battery costs have risen for Nio during the second quarter after its agreement with battery supplier CATL was renewed.During May, Nio announced that it had delivered 7,024 vehicles. Year-to-date, the Chinese electric vehicle (EV) company has delivered 37,866 vehicles, up 11.8% year-over-year. Nio is slowly recovering from mass lockdowns in China due to the coronavirus. It has plans to “further ramp up the production capacity” by working with supply chain partners. This month, the company plans on accelerating “delivery recovery,” so delivery numbers for June will be highly anticipated.With that in mind, let’s get into the details of the new battery packs.NIO Stock: Nio Plans on Producing Battery Pack In 2024Today, most electric vehicles carry 400-volt batteries. With Nio’s plans to produce 800-volt batteries, charging will be improved for its customers. This is because higher-voltage batteries allows a lower current to be used during the charging process. In addition, a higher-voltage battery “reduces overheating and allows better power retention in the system.”Li also mentioned that Nio will plan to use a combination of in-house batteries and externally source batteries in the long run. This is similar to what Tesla(NASDAQ:TSLA) does with its batteries.The new in-house batteries will be used for Nio’s new mass-market models, which are expected to be ready for sale during the second half of 2024. Li mentioned that these models are expected to be priced between $30,000 and $45,000.Nio already operates battery-as-a-service(BaaS) swap stations in China. At these stations, customers can drive up and swap their batteries for a fully charged battery. Now, the company has plans to license out its BaaS technology to other automakers. The company seeks to take advantage of Tesla’s shortcomings, as Tesla released its own battery swapping technology in 2014 but ended the program. By 2025, Nio has a goal of operating over 1,000 battery swapping stations outside of China. By the end of 2030, it plans on operating 5,000 battery swapping stations globally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058044229,"gmtCreate":1654761937761,"gmtModify":1676535506620,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058044229","repostId":"1106879063","repostType":4,"repost":{"id":"1106879063","pubTimestamp":1654760160,"share":"https://ttm.financial/m/news/1106879063?lang=&edition=fundamental","pubTime":"2022-06-09 15:36","market":"us","language":"en","title":"Cathie Wood's Ark Invest Scoops Up $2.3M Worth Of Tesla And Loads Up $25M In Moderna","url":"https://stock-news.laohu8.com/highlight/detail?id=1106879063","media":"Benzinga","summary":"Cathie Wood-led Ark Invest Investment Management added more Tesla Inc stock to its portfolio on Wedn","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Invest Investment Management</b> added more <b>Tesla</b> <b>Inc</b> stock to its portfolio on Wednesday, raising its exposure to the electric vehicle maker for the third time this month.</p><p>Ark Invest bought 3,162 shares, estimated to be worth $2.29 million, in Tesla on Wednesday.</p><p>Shares of the <b>Elon Musk</b>-led company closed 1.25% higher at $725.6 on Wednesday, but are down 39.5% so far this year.</p><p>St. Petersburg, Florida-based Ark began buying shares in Tesla late last month when they plunged due to production issues in China and uncertainty over Musk’s $44 billion <b>Twitter Inc</b> take-private bid.</p><p>The popular investment firm last month scooped up 45,003 shares in Tesla and has bought 13,862 shares in June so far.</p><p>Tesla shares have been under intense pressure ever since China introduced extensive three-week lockdowns late in March, forcing production halts at Giga Shanghai.</p><p>While Shanghai is now gradually reopening, Musk’s Twitter ‘circus show’ and ‘soap opera&#39; continue to weigh on the stock’s weakness.</p><p>The billionaire entrepreneur also warned of 10% job cuts at Tesla last week, but added that “hourly headcount will increase.”</p><p>Ark Invest owns shares in Tesla through three of its six actively traded exchange funds: <b>Ark Innovation ETF</b>, <b>Ark Autonomous Technology &amp; Robotics ETF</b> and <b>Ark Next Generation Internet ETF</b>.</p><p>The three ETFs held 1.32 million shares worth $947.8 million in Tesla before Wednesday’s trade.</p><p>A Tesla super bull, Wood in April said the stock would hit $4,600 by 2026, revising her prior estimate of $3,000 by 2025.</p><p>Moreover, <b>Cathie Wood</b> led <b>Ark</b> <b>Invest</b> on Wednesday initiated a position in <b>Moderna</b> <b>Inc</b> after the biotech company said an updated version of its COVID-19 booster vaccine appeared to provide stronger protection against the Omicron variant than its current shot.</p><p>St. Petersburg, Florida-based Ark Invest bought 172,939 shares, estimated to be worth $25.68 million, in Moderna.</p><p>Moderna closed 2.2% higher at $148.5 on Wednesday. The stock, which is down 36.8% so far this year, has risen 9% in the past month.</p><p>Ark Invest bought the Moderna shares via its flagship pharma-linked exchange fund <b>Ark Genomic Revolution ETF</b> on Wednesday.</p><p>The money managing firm, however, sold 152,823 shares — estimated to be worth $8.17 million — in rival <b>Pfizer Inc</b> on Wednesday.</p><p>Shares of the biotech firm, which is boosting production of its oral COVID-19 pill, closed 0.9% lower at $53.4. The stock is down 5.6% year-to-date. Pfizer has been seeking FDA approval for three COVID-19 vaccine doses for children under five.</p><p>Ark Invest held 732, 993 shares, worth $39.5 million, in Pfizer before Wednesday’s trade. The investment firm has been selling shares in Pfizer for months now.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Invest Scoops Up $2.3M Worth Of Tesla And Loads Up $25M In Moderna</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark Invest Scoops Up $2.3M Worth Of Tesla And Loads Up $25M In Moderna\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 15:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/06/27620321/tesla-bull-cathie-woods-ark-invest-scooped-up-2-3m-worth-more-shares-in-elon-musk-company-on-wednesd><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Invest Investment Management added more Tesla Inc stock to its portfolio on Wednesday, raising its exposure to the electric vehicle maker for the third time this month.Ark Invest ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/06/27620321/tesla-bull-cathie-woods-ark-invest-scooped-up-2-3m-worth-more-shares-in-elon-musk-company-on-wednesd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","PFE":"辉瑞","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/22/06/27620321/tesla-bull-cathie-woods-ark-invest-scooped-up-2-3m-worth-more-shares-in-elon-musk-company-on-wednesd","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106879063","content_text":"Cathie Wood-led Ark Invest Investment Management added more Tesla Inc stock to its portfolio on Wednesday, raising its exposure to the electric vehicle maker for the third time this month.Ark Invest bought 3,162 shares, estimated to be worth $2.29 million, in Tesla on Wednesday.Shares of the Elon Musk-led company closed 1.25% higher at $725.6 on Wednesday, but are down 39.5% so far this year.St. Petersburg, Florida-based Ark began buying shares in Tesla late last month when they plunged due to production issues in China and uncertainty over Musk’s $44 billion Twitter Inc take-private bid.The popular investment firm last month scooped up 45,003 shares in Tesla and has bought 13,862 shares in June so far.Tesla shares have been under intense pressure ever since China introduced extensive three-week lockdowns late in March, forcing production halts at Giga Shanghai.While Shanghai is now gradually reopening, Musk’s Twitter ‘circus show’ and ‘soap opera' continue to weigh on the stock’s weakness.The billionaire entrepreneur also warned of 10% job cuts at Tesla last week, but added that “hourly headcount will increase.”Ark Invest owns shares in Tesla through three of its six actively traded exchange funds: Ark Innovation ETF, Ark Autonomous Technology & Robotics ETF and Ark Next Generation Internet ETF.The three ETFs held 1.32 million shares worth $947.8 million in Tesla before Wednesday’s trade.A Tesla super bull, Wood in April said the stock would hit $4,600 by 2026, revising her prior estimate of $3,000 by 2025.Moreover, Cathie Wood led Ark Invest on Wednesday initiated a position in Moderna Inc after the biotech company said an updated version of its COVID-19 booster vaccine appeared to provide stronger protection against the Omicron variant than its current shot.St. Petersburg, Florida-based Ark Invest bought 172,939 shares, estimated to be worth $25.68 million, in Moderna.Moderna closed 2.2% higher at $148.5 on Wednesday. The stock, which is down 36.8% so far this year, has risen 9% in the past month.Ark Invest bought the Moderna shares via its flagship pharma-linked exchange fund Ark Genomic Revolution ETF on Wednesday.The money managing firm, however, sold 152,823 shares — estimated to be worth $8.17 million — in rival Pfizer Inc on Wednesday.Shares of the biotech firm, which is boosting production of its oral COVID-19 pill, closed 0.9% lower at $53.4. The stock is down 5.6% year-to-date. Pfizer has been seeking FDA approval for three COVID-19 vaccine doses for children under five.Ark Invest held 732, 993 shares, worth $39.5 million, in Pfizer before Wednesday’s trade. The investment firm has been selling shares in Pfizer for months now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053734630,"gmtCreate":1654585606320,"gmtModify":1676535473673,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Nvidia looks like it's ready for a mini bull run&nbsp;","listText":"Nvidia looks like it's ready for a mini bull run&nbsp;","text":"Nvidia looks like it's ready for a mini bull run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053734630","repostId":"1176198932","repostType":2,"repost":{"id":"1176198932","pubTimestamp":1654582427,"share":"https://ttm.financial/m/news/1176198932?lang=&edition=fundamental","pubTime":"2022-06-07 14:13","market":"us","language":"en","title":"Cathie Wood Scoops Up Nvidia For 3rd Time And Laps Up Another $5M In Tesla on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1176198932","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Monday sold shares in Chinese electric vehicle maker BY","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Monday sold shares in Chinese electric vehicle maker <b>BYD Co</b> for the first time in nine months and scooped up more shares in <b>Elon Musk</b>-led <b>Tesla Inc</b>.</p><p>St. Petersburg, Florida-based Ark Invest sold 80,725 shares, estimated to be worth $6.17 million on their last closing price, in Shenzhen-headquartered BYD.</p><p>Shares of the company closed 4.6% higher at $76.48 on Monday. The stock is up 9.7% so far this year.</p><p>BYD, backed by <b>Berkshire Hathaway Inc</b> (NYSE:BRK-A) (NYSE:BRK-B) Chairman <b>Warren Buffett</b>, in April stopped producing internal combustion engine vehicles and said it will focus on making new energy vehicles.</p><p>BYD is reportedly exploring buying six lithium mines in Africa.</p><p>In May, BYD sold nearly twice as many EVs as the combined delivery volumes of rivals <b>Nio Inc</b>, <b>Xpeng Inc</b>, and <b>Li Auto</b> despite a two-month COVID-19 lockdown that disrupted supply chains and hit production in Shanghai.</p><p>Tesla is yet to report monthly numbers in China.</p><p>Ark Invest held 443,831 shares, worth $32.4 million, in BYD solely via its <b>Ark Autonomous Technology &amp; Robotics ETF</b> before Monday&#39;s trade. It also bought 7,700 shares, estimated to be worth $5.5 million, in Tesla on Monday.</p><p>Tesla shares closed 1.6% higher at $714.8 on Monday but are down 40% year-to-date.</p><p>The investment firm held 1.3 million shares, worth $919.4 million in Tesla, before Monday’s trade.</p><p>Moreover, popular stock picker <b>Cathie Wood</b>’s <b>Ark Invest</b> bought more shares in <b>Nvidia</b> <b>Inc</b> on Monday, the third time since its re-entry into the graphics chipmaker&#39;s stock late in May.</p><p>St. Petersburg, California-based Ark Invest scooped up 20,593 shares, estimated to be worth $3.86 million, in Nvidia on Monday.</p><p>Nvidia closed 0.35% higher at $187.86 on Monday and brought its year&#39;s losses to 37.6%.</p><p>Semiconductor stocks had a bullish run during the COVID-19 pandemic as the health crisis led to a surge in demand for gaming and entertainment in locked-down homes.</p><p>Ark Invest in November completely exited its position in the company, booking a profit.</p><p>The popular stock-picking firm owns shares in Nvidia via three of its six actively traded exchange funds: <b>Ark Innovation ETF</b>, <b>Ark Next Generation Internet ETF</b> and <b>Ark Fintech Innovation ETF</b>.</p><p>The three ETFs held 598,496 shares, estimated to be worth $112 million, in Nvidia before Monday’s trade.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Scoops Up Nvidia For 3rd Time And Laps Up Another $5M In Tesla on Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Scoops Up Nvidia For 3rd Time And Laps Up Another $5M In Tesla on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 14:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/06/27579468/cathie-wood-sells-6m-worth-shares-byd-a-first-in-nine-months-scoops-up-more-tesla-instead><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Monday sold shares in Chinese electric vehicle maker BYD Co for the first time in nine months and scooped up more shares in Elon Musk-led Tesla Inc.St. ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/06/27579468/cathie-wood-sells-6m-worth-shares-byd-a-first-in-nine-months-scoops-up-more-tesla-instead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","BYDDY":"比亚迪ADR","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/22/06/27579468/cathie-wood-sells-6m-worth-shares-byd-a-first-in-nine-months-scoops-up-more-tesla-instead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176198932","content_text":"Cathie Wood-led Ark Investment Management on Monday sold shares in Chinese electric vehicle maker BYD Co for the first time in nine months and scooped up more shares in Elon Musk-led Tesla Inc.St. Petersburg, Florida-based Ark Invest sold 80,725 shares, estimated to be worth $6.17 million on their last closing price, in Shenzhen-headquartered BYD.Shares of the company closed 4.6% higher at $76.48 on Monday. The stock is up 9.7% so far this year.BYD, backed by Berkshire Hathaway Inc (NYSE:BRK-A) (NYSE:BRK-B) Chairman Warren Buffett, in April stopped producing internal combustion engine vehicles and said it will focus on making new energy vehicles.BYD is reportedly exploring buying six lithium mines in Africa.In May, BYD sold nearly twice as many EVs as the combined delivery volumes of rivals Nio Inc, Xpeng Inc, and Li Auto despite a two-month COVID-19 lockdown that disrupted supply chains and hit production in Shanghai.Tesla is yet to report monthly numbers in China.Ark Invest held 443,831 shares, worth $32.4 million, in BYD solely via its Ark Autonomous Technology & Robotics ETF before Monday's trade. It also bought 7,700 shares, estimated to be worth $5.5 million, in Tesla on Monday.Tesla shares closed 1.6% higher at $714.8 on Monday but are down 40% year-to-date.The investment firm held 1.3 million shares, worth $919.4 million in Tesla, before Monday’s trade.Moreover, popular stock picker Cathie Wood’s Ark Invest bought more shares in Nvidia Inc on Monday, the third time since its re-entry into the graphics chipmaker's stock late in May.St. Petersburg, California-based Ark Invest scooped up 20,593 shares, estimated to be worth $3.86 million, in Nvidia on Monday.Nvidia closed 0.35% higher at $187.86 on Monday and brought its year's losses to 37.6%.Semiconductor stocks had a bullish run during the COVID-19 pandemic as the health crisis led to a surge in demand for gaming and entertainment in locked-down homes.Ark Invest in November completely exited its position in the company, booking a profit.The popular stock-picking firm owns shares in Nvidia via three of its six actively traded exchange funds: Ark Innovation ETF, Ark Next Generation Internet ETF and Ark Fintech Innovation ETF.The three ETFs held 598,496 shares, estimated to be worth $112 million, in Nvidia before Monday’s trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024583431,"gmtCreate":1653885332923,"gmtModify":1676535357815,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024583431","repostId":"2239733199","repostType":4,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024869046,"gmtCreate":1653843460685,"gmtModify":1676535349849,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Bear rally. Nothing&nbsp;has changed fundamentally&nbsp;[sigh]&nbsp;","listText":"Bear rally. Nothing&nbsp;has changed fundamentally&nbsp;[sigh]&nbsp;","text":"Bear rally. Nothing has changed fundamentally [sigh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024869046","repostId":"2238988779","repostType":4,"repost":{"id":"2238988779","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653740753,"share":"https://ttm.financial/m/news/2238988779?lang=&edition=fundamental","pubTime":"2022-05-28 20:25","market":"us","language":"en","title":"Why the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real","url":"https://stock-news.laohu8.com/highlight/detail?id=2238988779","media":"Dow Jones","summary":"A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Da","content":"<html><head></head><body><p>A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average&#39;s first winning week since late March to convince rattled investors that the pain is in the past.</p><p>What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).</p><p><img src=\"https://static.tigerbbs.com/7521bdd8c826278369d3b7ba280e9bac\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p>That gave some breathing room for a bounce. Quant Insight&#39;s model showed the S&amp;P 500 had sunk below fair value but is now right in line with the metric.</p><p>The S&amp;P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.</p><p>The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow&#39;s  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.</p><p>Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a>, managed to reverse to the upside despite bad news.</p><p>Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book &#34;The Big Short,&#34; in a since-deleted tweet implied parallels with the 2008 market collapse.</p><p>In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:</p><p>That echoes the fears that were raised earlier in May as retailers Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a> and Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.</p><p>A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it&#39;s unlikely yields have peaked.</p><p>After all, while data, including Friday&#39;s reading of the core personal consumption expenditure index, the Fed&#39;s preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.</p><p>That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.</p><p>The single most important driver for yields &#34;is going to be Fed policy,&#34; he said, observing that central bankers &#34;have been spooked by inflation at these historically high numbers.&#34; Even if it&#39;s painful for the real economy, &#34;they have to hit the brakes pretty hard and get those numbers lower.&#34;</p><p>While the S&amp;P 500 hasn&#39;t technically confirmed that it&#39;s in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.</p><p>Dempter, in a Friday note, played down the consumer discretionary sector&#39;s sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic &#34;if growth were weaker, and inflation had peaked.&#34;</p><p>&#34;History suggests that both growth and inflation need to weaken further before a bottom occurs,&#34; he said, noting that the energy sector&#39;s continued outperformance of healthcare suggests that inflation has yet to peak.</p><p>&#34;We&#39;ll be watching next week&#39;s ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy the Dow Finally Bounced, and What It Will Take to Convince Investors It's for Real\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-28 20:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average&#39;s first winning week since late March to convince rattled investors that the pain is in the past.</p><p>What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).</p><p><img src=\"https://static.tigerbbs.com/7521bdd8c826278369d3b7ba280e9bac\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"/></p><p>That gave some breathing room for a bounce. Quant Insight&#39;s model showed the S&amp;P 500 had sunk below fair value but is now right in line with the metric.</p><p>The S&amp;P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.</p><p>The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow&#39;s  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.</p><p>Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a>, managed to reverse to the upside despite bad news.</p><p>Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book &#34;The Big Short,&#34; in a since-deleted tweet implied parallels with the 2008 market collapse.</p><p>In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:</p><p>That echoes the fears that were raised earlier in May as retailers Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a> and Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.</p><p>A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it&#39;s unlikely yields have peaked.</p><p>After all, while data, including Friday&#39;s reading of the core personal consumption expenditure index, the Fed&#39;s preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.</p><p>That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.</p><p>The single most important driver for yields &#34;is going to be Fed policy,&#34; he said, observing that central bankers &#34;have been spooked by inflation at these historically high numbers.&#34; Even if it&#39;s painful for the real economy, &#34;they have to hit the brakes pretty hard and get those numbers lower.&#34;</p><p>While the S&amp;P 500 hasn&#39;t technically confirmed that it&#39;s in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.</p><p>Dempter, in a Friday note, played down the consumer discretionary sector&#39;s sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic &#34;if growth were weaker, and inflation had peaked.&#34;</p><p>&#34;History suggests that both growth and inflation need to weaken further before a bottom occurs,&#34; he said, noting that the energy sector&#39;s continued outperformance of healthcare suggests that inflation has yet to peak.</p><p>&#34;We&#39;ll be watching next week&#39;s ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238988779","content_text":"A little pre-summer cheer finally filtered its way into the stock market the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average's first winning week since late March to convince rattled investors that the pain is in the past.What happened? Real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).That gave some breathing room for a bounce. Quant Insight's model showed the S&P 500 had sunk below fair value but is now right in line with the metric.The S&P 500  had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week, ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow's  matching 6.8% rise marked the end of an eight-week run of losing weeks, its longest since 1932.Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of Nvidia Corp., managed to reverse to the upside despite bad news.Neither Noorani nor Dempter were prepared to call a market bottom, however. And there was no shortage of outright bearish expectations. Michael Burry, the founder of Scion Asset Management, rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book \"The Big Short,\" in a since-deleted tweet implied parallels with the 2008 market collapse.In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:That echoes the fears that were raised earlier in May as retailers Target $(TGT)$ and Walmart $(WMT)$ reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it's unlikely yields have peaked.After all, while data, including Friday's reading of the core personal consumption expenditure index, the Fed's preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.The single most important driver for yields \"is going to be Fed policy,\" he said, observing that central bankers \"have been spooked by inflation at these historically high numbers.\" Even if it's painful for the real economy, \"they have to hit the brakes pretty hard and get those numbers lower.\"While the S&P 500 hasn't technically confirmed that it's in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.Dempter, in a Friday note, played down the consumer discretionary sector's sharp outperformance of the rest of the market in the previous session, acknowledging that, historically, discretionary sees sharp improvement in relative performance about a month before growth troughs. The move was likely an oversold bounce rather than a bottom, he argued, explaining that RenMac would be more optimistic \"if growth were weaker, and inflation had peaked.\"\"History suggests that both growth and inflation need to weaken further before a bottom occurs,\" he said, noting that the energy sector's continued outperformance of healthcare suggests that inflation has yet to peak.\"We'll be watching next week's ISM (manufacturing index) number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022964803,"gmtCreate":1653458558202,"gmtModify":1676535286373,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"More headwinds to come&nbsp;","listText":"More headwinds to come&nbsp;","text":"More headwinds to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022964803","repostId":"1129162543","repostType":4,"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028011138,"gmtCreate":1653114501324,"gmtModify":1676535227339,"author":{"id":"4113822145562802","authorId":"4113822145562802","name":"hotheadz88","avatar":"https://community-static.tradeup.com/news/accdd6bf5a9ba8c6c1d7a0737af4bc16","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113822145562802","authorIdStr":"4113822145562802"},"themes":[],"htmlText":"Long term .. still the market leader&nbsp;","listText":"Long term .. still the market leader&nbsp;","text":"Long term .. still the market leader","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028011138","repostId":"2236015692","repostType":4,"repost":{"id":"2236015692","pubTimestamp":1653093317,"share":"https://ttm.financial/m/news/2236015692?lang=&edition=fundamental","pubTime":"2022-05-21 08:35","market":"us","language":"en","title":"Is Netflix's Growth Really Over?","url":"https://stock-news.laohu8.com/highlight/detail?id=2236015692","media":"Motley Fool","summary":"Based on the streaming stock's recent performance, the market seems to think so.","content":"<html><head></head><body><p>Investors have pressed pause on <b>Netflix</b> shares, which are down a whopping 69% in 2022. Negative sentiment surrounding the business, especially in light of a loss of 200,000 subscribers in the first quarter and the expectation of losing 2 million more in the current quarter, has hardly been higher in recent memory. </p><p>For a business that has thrived for most of the past decade, shareholders are now starting to worry that the days of fast growth might be coming to an end for this popular streaming stock. For what it&#39;s worth, I do believe that Netflix still has a massive opportunity in front of it. It just won&#39;t be as easy as it has been, adding to the uncertainty. </p><p>Let&#39;s take a closer look to see if Netflix&#39;s growth is really over. </p><h2>The U.S. and Canada appear saturated </h2><p>During the first three months of 2022, Netflix lost 640,000 members in the UCAN (U.S. and Canada) region. With each passing quarter, it&#39;s starting to look more and more like this market has reached a plateau in terms of net customer additions. </p><p>As of March 31, Netflix counted 74.6 million memberships in UCAN, with another 30 million households that management believes are sharing passwords. Combined, these 105 million households are close to the 116 million cable-TV households in the two countries at that industry&#39;s peak in 2010. </p><p>Even more alarming is the higher-than-expected churn that Netflix saw in Q1 in the UCAN region. This trend supports the argument that the company&#39;s pricing power, a key part of its investment thesis, might actually be weakening. </p><p>On the plus side, however, the company&#39;s announced plan to offer a cheaper, ad-supported subscription tier should help to attract price-sensitive customers. And at the same time, it could convert password-sharing accounts to paying households. </p><h2>International markets will drive growth </h2><p>While growth might stall in Netflix&#39;s two most mature countries, the U.S. and Canada, expansion in foreign markets will be a big business driver as we look ahead. In the Asia-Pacific (APAC) region, Netflix currently has 33.7 million subscriptions and generated 11.7% of its $7.9 billion in overall revenue during Q1. Not only is APAC Netflix&#39;s least penetrated market, but it was the only region that registered membership growth last quarter. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d69b5dc8e6a71050a4544bc004cf7ed\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>In India, a country that is expected to have 653 million internet users this year, Netflix is aggressively trying to add customers. The company recently lowered pricing there in order to better compete with <b>Amazon</b> Prime Video and <b>Walt Disney</b>&#39;s Hotstar. Growth can certainly come from lower-income countries, where Netflix offers mobile-only plans, but the revenue opportunity will definitely be limited compared to the more affluent UCAN, for example. </p><p>There are about 750 million broadband subscriptions (and growing) in the world right now (excluding China, where Netflix isn&#39;t available). Assuming the business can reach the level of penetration it has in UCAN in other markets across the world, it&#39;s easy to see Netflix&#39;s current membership base of 221.6 million rising substantially. </p><h2>It won&#39;t be easy </h2><p>To be clear, none of this will be easy. For most of the past decade, Netflix was the best and only streaming option available. This lack of competition meant that the business was attracting customers by simply being a better user experience than traditional cable TV. However, now that viewers have an endless number of choices at their fingertips, Netflix needs to find other ways to differentiate itself. </p><p>This means continuing to spend heavily on content in order to produce the best movies, documentaries, and shows. In an era of loose monetary policy, low interest rates, and low inflation, that wasn&#39;t a difficult task. But in today&#39;s economic environment, it can get expensive for Netflix to bid on and work with the top producers and writers, especially with other deep-pocketed rivals aiming for the same talent and content deals. </p><p>Consequently, Netflix&#39;s operating margin, which has increased by three percentage points annually in recent years, will remain flat at roughly 19% to 20% in 2022 and 2023. And although the company&#39;s long-awaited ambition to generate positive free cash flow is still on the table starting this year, it won&#39;t really please shareholders if membership numbers aren&#39;t rising. </p><p>Reed Hastings and his team have historically proven their tremendous ability to change course and pivot when times get difficult to drive higher growth levels. Therefore, it&#39;s hard to bet against this management team. Even so, I think there&#39;s a better way for investors to play the ongoing secular trend of streaming entertainment.  </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Netflix's Growth Really Over?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Netflix's Growth Really Over?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/is-netflix-growth-really-over/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have pressed pause on Netflix shares, which are down a whopping 69% in 2022. Negative sentiment surrounding the business, especially in light of a loss of 200,000 subscribers in the first ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/is-netflix-growth-really-over/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/05/20/is-netflix-growth-really-over/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236015692","content_text":"Investors have pressed pause on Netflix shares, which are down a whopping 69% in 2022. Negative sentiment surrounding the business, especially in light of a loss of 200,000 subscribers in the first quarter and the expectation of losing 2 million more in the current quarter, has hardly been higher in recent memory. For a business that has thrived for most of the past decade, shareholders are now starting to worry that the days of fast growth might be coming to an end for this popular streaming stock. For what it's worth, I do believe that Netflix still has a massive opportunity in front of it. It just won't be as easy as it has been, adding to the uncertainty. Let's take a closer look to see if Netflix's growth is really over. The U.S. and Canada appear saturated During the first three months of 2022, Netflix lost 640,000 members in the UCAN (U.S. and Canada) region. With each passing quarter, it's starting to look more and more like this market has reached a plateau in terms of net customer additions. As of March 31, Netflix counted 74.6 million memberships in UCAN, with another 30 million households that management believes are sharing passwords. Combined, these 105 million households are close to the 116 million cable-TV households in the two countries at that industry's peak in 2010. Even more alarming is the higher-than-expected churn that Netflix saw in Q1 in the UCAN region. This trend supports the argument that the company's pricing power, a key part of its investment thesis, might actually be weakening. On the plus side, however, the company's announced plan to offer a cheaper, ad-supported subscription tier should help to attract price-sensitive customers. And at the same time, it could convert password-sharing accounts to paying households. International markets will drive growth While growth might stall in Netflix's two most mature countries, the U.S. and Canada, expansion in foreign markets will be a big business driver as we look ahead. In the Asia-Pacific (APAC) region, Netflix currently has 33.7 million subscriptions and generated 11.7% of its $7.9 billion in overall revenue during Q1. Not only is APAC Netflix's least penetrated market, but it was the only region that registered membership growth last quarter. Image source: Getty Images.In India, a country that is expected to have 653 million internet users this year, Netflix is aggressively trying to add customers. The company recently lowered pricing there in order to better compete with Amazon Prime Video and Walt Disney's Hotstar. Growth can certainly come from lower-income countries, where Netflix offers mobile-only plans, but the revenue opportunity will definitely be limited compared to the more affluent UCAN, for example. There are about 750 million broadband subscriptions (and growing) in the world right now (excluding China, where Netflix isn't available). Assuming the business can reach the level of penetration it has in UCAN in other markets across the world, it's easy to see Netflix's current membership base of 221.6 million rising substantially. It won't be easy To be clear, none of this will be easy. For most of the past decade, Netflix was the best and only streaming option available. This lack of competition meant that the business was attracting customers by simply being a better user experience than traditional cable TV. However, now that viewers have an endless number of choices at their fingertips, Netflix needs to find other ways to differentiate itself. This means continuing to spend heavily on content in order to produce the best movies, documentaries, and shows. In an era of loose monetary policy, low interest rates, and low inflation, that wasn't a difficult task. But in today's economic environment, it can get expensive for Netflix to bid on and work with the top producers and writers, especially with other deep-pocketed rivals aiming for the same talent and content deals. Consequently, Netflix's operating margin, which has increased by three percentage points annually in recent years, will remain flat at roughly 19% to 20% in 2022 and 2023. And although the company's long-awaited ambition to generate positive free cash flow is still on the table starting this year, it won't really please shareholders if membership numbers aren't rising. Reed Hastings and his team have historically proven their tremendous ability to change course and pivot when times get difficult to drive higher growth levels. Therefore, it's hard to bet against this management team. Even so, I think there's a better way for investors to play the ongoing secular trend of streaming entertainment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}