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10-15

Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the "National" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!

09-20

What's the COF? 🤔

06-03

Shein Plans to File for a London IPO as Soon as This Week

2023-09-30

Flogging a dead horse 😂

Sea Limited: No More TikTok - $8.4B Of GMV Up For Grabs

2023-09-15

When I listen to the CEO talk at the earnings call... [Facepalm]

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2022-12-28

Pls sell everything she's buying. Let us know when Auntie Cathie is selling Tesla... that's the right time to buy![LOL]

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2022-11-14

Time for everybody to move all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.

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2022-11-12

Am surprised that the fallout on FTX has not spilled into the broader market and other risk assets... yet! I'm sure the weeks ahead will be the day(s) of reckoning for everybody with ties to FTX and we can expect more volatility across the board as the contagion spreads.

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2022-06-29

a wise man once said "only when the tide goes out do you discover who's been swimming naked"... who do you think he is referring to.... [Facepalm]

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2022-06-21

Break even in 12m in their delivery business... in his dreams perhaps....

Grab Shares Surged 13% in Morning Trading

2022-06-07

When/IF Tesla starts generating $360b/Q in revenue... maybe... (I'm using AAPL as a yardstick here). This must be coming from a bag holder at >$1000...

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2022-06-01

At the current run rate / burn rate, they will have ZERO cash in 2.5 years... either that or they will have to raise additional equity and thus significantly dilute existing shareholders

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Go to Tiger App to see more news

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Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the \"National\" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!","listText":"Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the \"National\" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!","text":"Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. 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Every time there's a dip, I'll just add more of the same!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360273586307272","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351343161475224,"gmtCreate":1726799524898,"gmtModify":1726799528785,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"What's the COF? 🤔","listText":"What's the COF? 🤔","text":"What's the COF? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351343161475224","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312873551454296,"gmtCreate":1717407338473,"gmtModify":1717407339449,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312873551454296","repostId":"1154553565","repostType":2,"repost":{"id":"1154553565","pubTimestamp":1717406160,"share":"https://ttm.financial/m/news/1154553565?lang=&edition=fundamental","pubTime":"2024-06-03 17:16","market":"uk","language":"en","title":"Shein Plans to File for a London IPO as Soon as This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1154553565","media":"Bloomberg","summary":"Offering could value online retailer at about 50 billionIPO would help revive equity capital markets in the UKOnline fashion retailer Shein is set to file for an initial public offering in London as s","content":"<html><head></head><body><ul style=\"\"><li><p>Offering could value online retailer at about £50 billion</p></li><li><p>IPO would help revive equity capital markets in the UK</p></li></ul><p>Online fashion retailer Shein is set to file for an initial public offering in London as soon as this week that could value the company at about £50 billion ($64 billion), according to a person familiar with the matter.</p><p style=\"text-align: start;\">The timing of the filing could change and there’s no certainty a deal will result, said the person, who asked not to be identified because the plan is confidential. 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US Senator Marco Rubio was among those asking the SEC to block it, saying the company needs to disclose more about its operations in China.</p><p style=\"text-align: start;\">Shein, which was founded in China and is now headquartered in Singapore, declined to comment to Bloomberg News on the IPO.</p><p>The company still needs approval from the China Securities Regulatory Commission to proceed with the listing under new rules that spell out the vetting required of companies ahead of an IPO outside China.</p><p style=\"text-align: start;\">Talk of the IPO has resurfaced after the UK announced elections for July 4, with opinion polls showing the opposition Labour Party far ahead of the Conservatives. Donald Tang, Shein’s executive chairman, has spoken to a number of Labour politicians, including shadow business secretary Jonathan Reynolds, Sky News reported.</p></body></html>","source":"lsy1584095487587","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>Shein Plans to File for a London IPO as Soon as This Week</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\">\nShein Plans to File for a London IPO as Soon as This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-03 17:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-06-03/shein-aiming-for-london-ipo-in-the-coming-days-sky-news-reports><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Offering could value online retailer at about £50 billionIPO would help revive equity capital markets in the UKOnline fashion retailer Shein is set to file for an initial public offering in London as ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-06-03/shein-aiming-for-london-ipo-in-the-coming-days-sky-news-reports\">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.bloomberg.com/news/articles/2024-06-03/shein-aiming-for-london-ipo-in-the-coming-days-sky-news-reports","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154553565","content_text":"Offering could value online retailer at about £50 billionIPO would help revive equity capital markets in the UKOnline fashion retailer Shein is set to file for an initial public offering in London as soon as this week that could value the company at about £50 billion ($64 billion), according to a person familiar with the matter.The timing of the filing could change and there’s no certainty a deal will result, said the person, who asked not to be identified because the plan is confidential. Sky News earlier reported Shein’s plan to file.Shein’s offering could become one of the UK’s biggest ever IPOs, clawing back a chunk of the market value London has lost from companies shifting their primary listings to New York. The London Stock Exchange also has largely missed out on this year’s revival of European IPOs.Bloomberg News reported in February that Shein was actively looking at London as it had judged it unlikely that the US Securities and Exchange Commission would approve a New York IPO. US Senator Marco Rubio was among those asking the SEC to block it, saying the company needs to disclose more about its operations in China.Shein, which was founded in China and is now headquartered in Singapore, declined to comment to Bloomberg News on the IPO.The company still needs approval from the China Securities Regulatory Commission to proceed with the listing under new rules that spell out the vetting required of companies ahead of an IPO outside China.Talk of the IPO has resurfaced after the UK announced elections for July 4, with opinion polls showing the opposition Labour Party far ahead of the Conservatives. Donald Tang, Shein’s executive chairman, has spoken to a number of Labour politicians, including shadow business secretary Jonathan Reynolds, Sky News reported.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":225116895621152,"gmtCreate":1696038301546,"gmtModify":1696041258665,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Flogging a dead horse 😂","listText":"Flogging a dead horse 😂","text":"Flogging a dead horse 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/225116895621152","repostId":"2371675150","repostType":2,"repost":{"id":"2371675150","pubTimestamp":1696035858,"share":"https://ttm.financial/m/news/2371675150?lang=&edition=fundamental","pubTime":"2023-09-30 09:04","market":"us","language":"en","title":"Sea Limited: No More TikTok - $8.4B Of GMV Up For Grabs","url":"https://stock-news.laohu8.com/highlight/detail?id=2371675150","media":"Seekingalpha","summary":"SE's prospects in Indonesia are highly promising, due to the immediate ban on TikTok's presence, with the platform's estimated 2023 GMV of $8.4B up for grabs.The ban may benefit pure-play e-commerce c","content":"<html><head></head><body><ul style=\"\"><li><p>SE&#39;s prospects in Indonesia are highly promising, due to the immediate ban on TikTok&#39;s presence, with the platform&#39;s estimated 2023 GMV of $8.4B up for grabs.</p></li><li><p>The ban may benefit pure-play e-commerce companies like SE&#39;s Shopee, especially since it commands 36% or the equivalent of $18.6B of Indonesia&#39;s e-commerce GMV in 2022.</p></li><li><p>For now, SE&#39;s stock is still trading at depressed levels despite the regulatory update, but we believe these also provide opportunistic inventors with the chance to ride the upside rally.</p></li><li><p>If Mr. Market opts to rerate the stock nearer to its normalized valuations, we may see the stock&#39;s potential nearly double to $79.82 as well.</p></li></ul><h2 id=\"id_1322624561\">The SE Investment Thesis Is More Promising Here, Thanks To The TikTok Ban</h2><p>We previously covered Sea Limited (NYSE:SE) in August 2023, discussing its more than decent FQ2&#39;23 performance, with improved cash monetization and expanded EBITDA margins.</p><p>However, it also appeared that Mr. Market had expected a lot more, with the stock still plunging afterwards, charting a new bottom in August 2023. While we had ended the article with a Buy rating, we had also urged patience since its recovery prospects remained uncertain.</p><p>In this article, we will be discussing SE&#39;s excellent tailwinds in Indonesia, thanks to the government&#39;s new regulation on social media e-commerce, potentially putting an end to TikTok&#39;s (BDNCE) growing presence in the country.</p><p>For context, Indonesia comprises approximately 42% of TikTok&#39;s Global Merchandise Value [GMV] at $4.4B in 2022, according to a Singapore-based consultancy Momentum Works.</p><p>In addition, TikTok expects to achieve a drastic expansion in its global GMV to $20B in 2023 (+354.5% YoY), &#34;banking on rapid growth in Southeast Asia,&#34; implying an approximate regional GMV of $8.4B, assuming a similar ratio in 2022.</p><p>These numbers are not overly aggressive in our opinion, since TikTok boasts over 100M monthly users in Indonesia, with them spending an average of 100 minutes daily and $7 per transaction on the platform</p><p>However, following a well-publicized and well received trip by the TikTok CEO to Indonesia in June 2023, the government has opted for a drastic reversal in regulatory sentiments, with &#34;social media companies banned from doubling as e-commerce platforms to prevent misuse of public data.&#34;</p><p>With the ban including Meta&#39;s (META) Facebook and Instagram, it is unsurprising that pure-play e-commerce companies, including SE&#39;s Shopee and GoTo&#39;s (GOTO-INDONESIA) Tokopedia, may potentially benefit moving forward.</p><p>For example, SE commands 36% or the equivalent of $18.6B in Indonesia&#39;s e-commerce GMV in 2022, nearly neck to neck with GOTO at 35%/ $18.1B, respectively.</p><p>Statista also expects the country&#39;s e-commerce market size to grow from $45.28B in 2023 to $67.30B in 2027, expanding at an impressive CAGR of +10.41%. As a result, we believe that the ban is good for Shopee indeed, likely to super charge the platform&#39;s GMV growth moving forward.</p><p>While the SE management has opted to &#34;provide certain GMV spot disclosure from time to time,&#34; it is apparent that consumer demand has been recovering at &#34;double-digit increase in gross orders QoQ&#34; in FQ2&#39;23 as well, compared to +5.2% QoQ/ +42.8% YoY in FQ2&#39;22.</p><p>With the ban effective immediately as of September 29, 2023, and TikTok given only one week of grace period to comply (deadline approximately on October 04, 2023), it appears that there is no turning back to the social media e-commerce platform model for Indonesia indeed.</p><p>While TikTok Shop may still flourish as a stand-alone app in Indonesia, we believe its growth may have been temporarily stunted, with it remaining to be seen if the new platform may regain its previous virality and popularity.</p><p>In addition, depending on the regulatory stance in other South East Asian countries, there is also a chance that the ban may be potentially adopted regionally, triggering further tailwinds to SE&#39;s growth prospects.</p><p>As a result, we maintain our belief that the SE stock has a great potential for upward rerating from these bottom levels, providing opportunistic inventors with the chance to ride the upside rally.</p><h2 id=\"id_1958032038\">So, Is SE Stock A Buy, Sell, or Hold?</h2><p><strong>SE Valuations</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e130cc0a14a605d2adaec0d86b3a9753\" tg-width=\"640\" tg-height=\"215\"/></p><p>Seeking Alpha</p><p>For now, SE&#39;s valuations are still impacted compared to its 1Y means and its e-commerce peers such as <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI) at FWD EV/ EBIT of 35.41x/ FWD P/E of 65.13x, and Amazon (AMZN) at 49.26x/ 57.44x, respectively.</p><p>Then again, it is also apparent that the SE stock is still trading at notable baked-in premiums compared to the sector medians, suggesting Mr. Market&#39;s confidence on its profitable growth cadence.</p><p><strong>SE 1Y Stock Price</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf102c11f5450c05b0da83a6fdb96b6\" tg-width=\"640\" tg-height=\"376\"/></p><p>Trading View</p><p>Despite the supposedly optimistic regulatory update from Indonesia, the SE stock continues to trade at these depressed levels, implying that the bulls may have adopted a wait and see attitude for now.</p><p>Investors looking to add must also be aware of its elevated short interest of 6.39% at the time of writing, suggesting that any gains may be easily wiped out by short sellers moving forward.</p><p>However, due to the attractive risk/ reward ratio, we continue to rate the SE stock as a Buy, with a long-term price target of $56.85, based on the FWD P/E of 18.52 and the consensus FY2025 adj EPS estimates of $3.07.</p><p>If Mr. Market opts to rerate the stock nearer to its normalized valuations of 26x, we may see the stock&#39;s potential nearly double to $79.82 as well.</p><p>However, investors that add here must also be patient for its eventual reversal, since it may take longer than a few quarters, depending on when bullish support materializes.</p><p>Only time may tell.</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>Sea Limited: No More TikTok - $8.4B Of GMV Up For Grabs</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; 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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\">\nSea Limited: No More TikTok - $8.4B Of GMV Up For Grabs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-30 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4637898-sea-limited-stock-no-more-tiktok-8-4b-of-gmv-up-for-grabs><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SE's prospects in Indonesia are highly promising, due to the immediate ban on TikTok's presence, with the platform's estimated 2023 GMV of $8.4B up for grabs.The ban may benefit pure-play e-commerce ...</p>\n\n<a href=\"https://seekingalpha.com/article/4637898-sea-limited-stock-no-more-tiktok-8-4b-of-gmv-up-for-grabs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd","GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4637898-sea-limited-stock-no-more-tiktok-8-4b-of-gmv-up-for-grabs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2371675150","content_text":"SE's prospects in Indonesia are highly promising, due to the immediate ban on TikTok's presence, with the platform's estimated 2023 GMV of $8.4B up for grabs.The ban may benefit pure-play e-commerce companies like SE's Shopee, especially since it commands 36% or the equivalent of $18.6B of Indonesia's e-commerce GMV in 2022.For now, SE's stock is still trading at depressed levels despite the regulatory update, but we believe these also provide opportunistic inventors with the chance to ride the upside rally.If Mr. Market opts to rerate the stock nearer to its normalized valuations, we may see the stock's potential nearly double to $79.82 as well.The SE Investment Thesis Is More Promising Here, Thanks To The TikTok BanWe previously covered Sea Limited (NYSE:SE) in August 2023, discussing its more than decent FQ2'23 performance, with improved cash monetization and expanded EBITDA margins.However, it also appeared that Mr. Market had expected a lot more, with the stock still plunging afterwards, charting a new bottom in August 2023. While we had ended the article with a Buy rating, we had also urged patience since its recovery prospects remained uncertain.In this article, we will be discussing SE's excellent tailwinds in Indonesia, thanks to the government's new regulation on social media e-commerce, potentially putting an end to TikTok's (BDNCE) growing presence in the country.For context, Indonesia comprises approximately 42% of TikTok's Global Merchandise Value [GMV] at $4.4B in 2022, according to a Singapore-based consultancy Momentum Works.In addition, TikTok expects to achieve a drastic expansion in its global GMV to $20B in 2023 (+354.5% YoY), \"banking on rapid growth in Southeast Asia,\" implying an approximate regional GMV of $8.4B, assuming a similar ratio in 2022.These numbers are not overly aggressive in our opinion, since TikTok boasts over 100M monthly users in Indonesia, with them spending an average of 100 minutes daily and $7 per transaction on the platformHowever, following a well-publicized and well received trip by the TikTok CEO to Indonesia in June 2023, the government has opted for a drastic reversal in regulatory sentiments, with \"social media companies banned from doubling as e-commerce platforms to prevent misuse of public data.\"With the ban including Meta's (META) Facebook and Instagram, it is unsurprising that pure-play e-commerce companies, including SE's Shopee and GoTo's (GOTO-INDONESIA) Tokopedia, may potentially benefit moving forward.For example, SE commands 36% or the equivalent of $18.6B in Indonesia's e-commerce GMV in 2022, nearly neck to neck with GOTO at 35%/ $18.1B, respectively.Statista also expects the country's e-commerce market size to grow from $45.28B in 2023 to $67.30B in 2027, expanding at an impressive CAGR of +10.41%. As a result, we believe that the ban is good for Shopee indeed, likely to super charge the platform's GMV growth moving forward.While the SE management has opted to \"provide certain GMV spot disclosure from time to time,\" it is apparent that consumer demand has been recovering at \"double-digit increase in gross orders QoQ\" in FQ2'23 as well, compared to +5.2% QoQ/ +42.8% YoY in FQ2'22.With the ban effective immediately as of September 29, 2023, and TikTok given only one week of grace period to comply (deadline approximately on October 04, 2023), it appears that there is no turning back to the social media e-commerce platform model for Indonesia indeed.While TikTok Shop may still flourish as a stand-alone app in Indonesia, we believe its growth may have been temporarily stunted, with it remaining to be seen if the new platform may regain its previous virality and popularity.In addition, depending on the regulatory stance in other South East Asian countries, there is also a chance that the ban may be potentially adopted regionally, triggering further tailwinds to SE's growth prospects.As a result, we maintain our belief that the SE stock has a great potential for upward rerating from these bottom levels, providing opportunistic inventors with the chance to ride the upside rally.So, Is SE Stock A Buy, Sell, or Hold?SE ValuationsSeeking AlphaFor now, SE's valuations are still impacted compared to its 1Y means and its e-commerce peers such as MercadoLibre (MELI) at FWD EV/ EBIT of 35.41x/ FWD P/E of 65.13x, and Amazon (AMZN) at 49.26x/ 57.44x, respectively.Then again, it is also apparent that the SE stock is still trading at notable baked-in premiums compared to the sector medians, suggesting Mr. Market's confidence on its profitable growth cadence.SE 1Y Stock PriceTrading ViewDespite the supposedly optimistic regulatory update from Indonesia, the SE stock continues to trade at these depressed levels, implying that the bulls may have adopted a wait and see attitude for now.Investors looking to add must also be aware of its elevated short interest of 6.39% at the time of writing, suggesting that any gains may be easily wiped out by short sellers moving forward.However, due to the attractive risk/ reward ratio, we continue to rate the SE stock as a Buy, with a long-term price target of $56.85, based on the FWD P/E of 18.52 and the consensus FY2025 adj EPS estimates of $3.07.If Mr. Market opts to rerate the stock nearer to its normalized valuations of 26x, we may see the stock's potential nearly double to $79.82 as well.However, investors that add here must also be patient for its eventual reversal, since it may take longer than a few quarters, depending on when bullish support materializes.Only time may tell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220233482567776,"gmtCreate":1694789337076,"gmtModify":1694789341399,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"When I listen &nbsp;to the CEO talk at the earnings call...&nbsp;[Facepalm]&nbsp;","listText":"When I listen &nbsp;to the CEO talk at the earnings call...&nbsp;[Facepalm]&nbsp;","text":"When I listen to the CEO talk at the earnings call... [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220233482567776","repostId":"2367689470","repostType":2,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924189399,"gmtCreate":1672197231911,"gmtModify":1676538650815,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Pls sell everything she's buying.&nbsp;Let us know when&nbsp;Auntie Cathie is selling Tesla... that's the right&nbsp;time to buy![LOL]&nbsp;","listText":"Pls sell everything she's buying.&nbsp;Let us know when&nbsp;Auntie Cathie is selling Tesla... that's the right&nbsp;time to buy![LOL]&nbsp;","text":"Pls sell everything she's buying. Let us know when Auntie Cathie is selling Tesla... that's the right time to buy![LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924189399","repostId":"1158867395","repostType":4,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969805381,"gmtCreate":1668392774543,"gmtModify":1676538049394,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Time for everybody to move&nbsp;all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.","listText":"Time for everybody to move&nbsp;all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.","text":"Time for everybody to move all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969805381","repostId":"1137748454","repostType":2,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960796235,"gmtCreate":1668245330827,"gmtModify":1676538033847,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Am surprised that&nbsp;the fallout on&nbsp;FTX&nbsp;has not spilled into the broader market and other risk assets... yet!&nbsp;I'm sure the&nbsp;weeks ahead will be the day(s) of reckoning for&nbsp;everybody with ties to FTX and we can expect more volatility across the board&nbsp;as the contagion spreads.","listText":"Am surprised that&nbsp;the fallout on&nbsp;FTX&nbsp;has not spilled into the broader market and other risk assets... yet!&nbsp;I'm sure the&nbsp;weeks ahead will be the day(s) of reckoning for&nbsp;everybody with ties to FTX and we can expect more volatility across the board&nbsp;as the contagion spreads.","text":"Am surprised that the fallout on FTX has not spilled into the broader market and other risk assets... yet! I'm sure the weeks ahead will be the day(s) of reckoning for everybody with ties to FTX and we can expect more volatility across the board as the contagion spreads.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960796235","repostId":"1137748454","repostType":2,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042160689,"gmtCreate":1656456733741,"gmtModify":1676535830187,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"a wise man once said \"only when the tide goes out do you discover who's been swimming naked\"... who do you think he is referring to....&nbsp;[Facepalm]&nbsp;","listText":"a wise man once said \"only when the tide goes out do you discover who's been swimming naked\"... who do you think he is referring to....&nbsp;[Facepalm]&nbsp;","text":"a wise man once said \"only when the tide goes out do you discover who's been swimming naked\"... who do you think he is referring to.... [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042160689","repostId":"2246133086","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049490760,"gmtCreate":1655822802350,"gmtModify":1676535712078,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Break even in 12m in their delivery business... in his dreams perhaps....","listText":"Break even in 12m in their delivery business... in his dreams perhaps....","text":"Break even in 12m in their delivery business... in his dreams perhaps....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049490760","repostId":"1118513211","repostType":2,"repost":{"id":"1118513211","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":1655821361,"share":"https://ttm.financial/m/news/1118513211?lang=&edition=fundamental","pubTime":"2022-06-21 22:22","market":"us","language":"en","title":"Grab Shares Surged 13% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1118513211","media":"Tiger Newspress","summary":"Grab shares surged 13% in morning trading after Grab Holdings initiated with a Buy at Deutsche Bank.","content":"<html><head></head><body><p>Grab shares surged 13% in morning trading after Grab Holdings initiated with a Buy at Deutsche Bank.</p><p><img src=\"https://static.tigerbbs.com/55e5c98ca1d58945784a61c075aeafd2\" tg-width=\"872\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Deutsche Bank analyst ReenaVerma Bhasin initiated coverage of Grab Holdings with a Buy rating and $3.20 price target. Grab is Southeast Asia&#39;s leading &#34;superapp&#34; platform, with a dominant position in mobility and deliveries, and a developing business in digital financial services, Bhasin tells investors in a research note. The stock offers &#34;attractive upside potential&#34; after dropping 65% year-to-date, says the analyst. Bhasin expects strong growth in mobility and says the deliveries business is also targeted to break even over next 12 months.</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>Grab Shares Surged 13% 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\">\nGrab Shares Surged 13% 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 22:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab shares surged 13% in morning trading after Grab Holdings initiated with a Buy at Deutsche Bank.</p><p><img src=\"https://static.tigerbbs.com/55e5c98ca1d58945784a61c075aeafd2\" tg-width=\"872\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Deutsche Bank analyst ReenaVerma Bhasin initiated coverage of Grab Holdings with a Buy rating and $3.20 price target. Grab is Southeast Asia&#39;s leading &#34;superapp&#34; platform, with a dominant position in mobility and deliveries, and a developing business in digital financial services, Bhasin tells investors in a research note. The stock offers &#34;attractive upside potential&#34; after dropping 65% year-to-date, says the analyst. Bhasin expects strong growth in mobility and says the deliveries business is also targeted to break even over next 12 months.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118513211","content_text":"Grab shares surged 13% in morning trading after Grab Holdings initiated with a Buy at Deutsche Bank.Deutsche Bank analyst ReenaVerma Bhasin initiated coverage of Grab Holdings with a Buy rating and $3.20 price target. Grab is Southeast Asia's leading \"superapp\" platform, with a dominant position in mobility and deliveries, and a developing business in digital financial services, Bhasin tells investors in a research note. The stock offers \"attractive upside potential\" after dropping 65% year-to-date, says the analyst. Bhasin expects strong growth in mobility and says the deliveries business is also targeted to break even over next 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053760847,"gmtCreate":1654590181089,"gmtModify":1676535474627,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"When/IF Tesla starts&nbsp;generating $360b/Q in revenue... maybe... (I'm using AAPL as a yardstick here). This must be coming from a bag holder at &gt;$1000...","listText":"When/IF Tesla starts&nbsp;generating $360b/Q in revenue... maybe... (I'm using AAPL as a yardstick here). This must be coming from a bag holder at &gt;$1000...","text":"When/IF Tesla starts generating $360b/Q in revenue... maybe... (I'm using AAPL as a yardstick here). This must be coming from a bag holder at >$1000...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053760847","repostId":"2241998880","repostType":2,"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027256964,"gmtCreate":1654044212958,"gmtModify":1676535383861,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"At the current run rate / burn rate, they will have ZERO cash in 2.5&nbsp;years... either that or they will have to raise additional equity and thus significantly dilute existing shareholders","listText":"At the current run rate / burn rate, they will have ZERO cash in 2.5&nbsp;years... either that or they will have to raise additional equity and thus significantly dilute existing shareholders","text":"At the current run rate / burn rate, they will have ZERO cash in 2.5 years... either that or they will have to raise additional equity and thus significantly dilute existing shareholders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027256964","repostId":"2239728861","repostType":2,"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9027256964,"gmtCreate":1654044212958,"gmtModify":1676535383861,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"At the current run rate / burn rate, they will have ZERO cash in 2.5&nbsp;years... either that or they will have to raise additional equity and thus significantly dilute existing shareholders","listText":"At the current run rate / burn rate, they will have ZERO cash in 2.5&nbsp;years... either that or they will have to raise additional equity and thus significantly dilute existing shareholders","text":"At the current run rate / burn rate, they will have ZERO cash in 2.5 years... either that or they will have to raise additional equity and thus significantly dilute existing shareholders","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027256964","repostId":"2239728861","repostType":2,"repost":{"id":"2239728861","pubTimestamp":1654007908,"share":"https://ttm.financial/m/news/2239728861?lang=&edition=fundamental","pubTime":"2022-05-31 22:38","market":"us","language":"en","title":"Grab Surged 13.69% as Upgraded to Outperform","url":"https://stock-news.laohu8.com/highlight/detail?id=2239728861","media":"seekingalpha","summary":"Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/489b2d62b9e839d534d4b2126a8c2727\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ride-hailing segment.</p><p><img src=\"https://static.tigerbbs.com/6f6c4e64fdb17d86336fb0ca3030f51f\" tg-width=\"830\" tg-height=\"840\" width=\"100%\" height=\"auto\"/></p><p>The expected rebound in ride-hailing should help to offset a moderation in food delivery. The upgrade also reflects potential long-term value from fintech and grocery segments, he said.</p><p>&#34;Ride-hailing will benefit from the reopening, and the scale-up can be non-linear as demand for mobility normalizes and costs reduce with an increase in driver supply,&#34; Garre wrote in a note to clients. &#34;Near term, while driver supply and fuel challenges remain, we see this reflected in valuations. We expect a 35% CAGR in bookings (CY&#39;21-&#39;24), with margins bottoming in 1H22.&#34;</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>Grab Surged 13.69% as Upgraded to Outperform</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\">\nGrab Surged 13.69% as Upgraded to Outperform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ...</p>\n\n<a href=\"https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2239728861","content_text":"Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ride-hailing segment.The expected rebound in ride-hailing should help to offset a moderation in food delivery. The upgrade also reflects potential long-term value from fintech and grocery segments, he said.\"Ride-hailing will benefit from the reopening, and the scale-up can be non-linear as demand for mobility normalizes and costs reduce with an increase in driver supply,\" Garre wrote in a note to clients. \"Near term, while driver supply and fuel challenges remain, we see this reflected in valuations. We expect a 35% CAGR in bookings (CY'21-'24), with margins bottoming in 1H22.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960796235,"gmtCreate":1668245330827,"gmtModify":1676538033847,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Am surprised that&nbsp;the fallout on&nbsp;FTX&nbsp;has not spilled into the broader market and other risk assets... yet!&nbsp;I'm sure the&nbsp;weeks ahead will be the day(s) of reckoning for&nbsp;everybody with ties to FTX and we can expect more volatility across the board&nbsp;as the contagion spreads.","listText":"Am surprised that&nbsp;the fallout on&nbsp;FTX&nbsp;has not spilled into the broader market and other risk assets... yet!&nbsp;I'm sure the&nbsp;weeks ahead will be the day(s) of reckoning for&nbsp;everybody with ties to FTX and we can expect more volatility across the board&nbsp;as the contagion spreads.","text":"Am surprised that the fallout on FTX has not spilled into the broader market and other risk assets... yet! I'm sure the weeks ahead will be the day(s) of reckoning for everybody with ties to FTX and we can expect more volatility across the board as the contagion spreads.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960796235","repostId":"1137748454","repostType":2,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924189399,"gmtCreate":1672197231911,"gmtModify":1676538650815,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Pls sell everything she's buying.&nbsp;Let us know when&nbsp;Auntie Cathie is selling Tesla... that's the right&nbsp;time to buy![LOL]&nbsp;","listText":"Pls sell everything she's buying.&nbsp;Let us know when&nbsp;Auntie Cathie is selling Tesla... that's the right&nbsp;time to buy![LOL]&nbsp;","text":"Pls sell everything she's buying. Let us know when Auntie Cathie is selling Tesla... that's the right time to buy![LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924189399","repostId":"1158867395","repostType":4,"repost":{"id":"1158867395","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672193967,"share":"https://ttm.financial/m/news/1158867395?lang=&edition=fundamental","pubTime":"2022-12-28 10:19","market":"us","language":"en","title":"Cathie Wood Loads Up $2.7M In Tesla On Day Shares Crash 11.4% — Also Adds This Bitcoin Related Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1158867395","media":"Benzinga","summary":"On a dayTesla Incstock dropped to over two-year lows,Cathie Wood’sARK Investment Managementtook the opportunity to load up on the EV maker’s shares, displaying itsunflinching trust in the company.ARK’","content":"<html><head></head><body><p>On a day <b>Tesla Inc</b> stock dropped to over two-year lows, <b>Cathie Wood’s</b> <b>ARK Investment Management</b> took the opportunity to load up on the EV maker’s shares, displaying its unflinching trust in the company.</p><p><img src=\"https://static.tigerbbs.com/0363d9686f75475aca0f313535dd0da2\" tg-width=\"960\" tg-height=\"641\" referrerpolicy=\"no-referrer\"/></p><p>ARK’s flagship fund, the <b>ARK Innovation ETF</b> (ARKK), bought 25,147 shares of the company at an estimated valuation of about $2.7 million. Shares of Tesla closed 11.41% lower on Tuesday after a Reuters report indicated the company was intending to run a reduced production schedule in January at its Shanghai plant causing concerns over demand.</p><p>Tesla&#39;s latest production cuts in Shanghai coincided with the rising wave of infections after China eased down its strict COVID policy in December. The company’s Shanghai plant accounted for over half of its output in the first three quarters of 2022. Based on forecasts for the fourth quarter, analysts expect output to fall short of its goal by about 45%.</p><p>Since mid-December, Wood’s funds have loaded up over 214,000 shares of the EV maker.</p><p>Tesla is the third largest holding of ARKK with a weight of 6.46% while it is the second largest holding of the <b>ARK Autonomous Tech. &amp; Robotics ETF</b> (ARKQ) with a weight of 7.7%, according to the latest data available on the company’s website.</p><p><b>Other Buy:</b> ARK has also loaded up on <b>Coinbase Global Inc</b> shares which closed Tuesday’s session 8% lower. The <b>ARK Fintech Innovation ETF</b> (ARKF) bought over 6,000 shares of the company at an estimated valuation of over $200,000.</p><p>Coinbase enables users to trade and hold cryptocurrencies like <b>Bitcoin</b>, <b>Ethereum</b> and <b>Dogecoin</b>.</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>Cathie Wood Loads Up $2.7M In Tesla On Day Shares Crash 11.4% — Also Adds This Bitcoin Related Stock</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 $2.7M In Tesla On Day Shares Crash 11.4% — Also Adds This Bitcoin Related Stock\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-28 10:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On a day <b>Tesla Inc</b> stock dropped to over two-year lows, <b>Cathie Wood’s</b> <b>ARK Investment Management</b> took the opportunity to load up on the EV maker’s shares, displaying its unflinching trust in the company.</p><p><img src=\"https://static.tigerbbs.com/0363d9686f75475aca0f313535dd0da2\" tg-width=\"960\" tg-height=\"641\" referrerpolicy=\"no-referrer\"/></p><p>ARK’s flagship fund, the <b>ARK Innovation ETF</b> (ARKK), bought 25,147 shares of the company at an estimated valuation of about $2.7 million. Shares of Tesla closed 11.41% lower on Tuesday after a Reuters report indicated the company was intending to run a reduced production schedule in January at its Shanghai plant causing concerns over demand.</p><p>Tesla&#39;s latest production cuts in Shanghai coincided with the rising wave of infections after China eased down its strict COVID policy in December. The company’s Shanghai plant accounted for over half of its output in the first three quarters of 2022. Based on forecasts for the fourth quarter, analysts expect output to fall short of its goal by about 45%.</p><p>Since mid-December, Wood’s funds have loaded up over 214,000 shares of the EV maker.</p><p>Tesla is the third largest holding of ARKK with a weight of 6.46% while it is the second largest holding of the <b>ARK Autonomous Tech. &amp; Robotics ETF</b> (ARKQ) with a weight of 7.7%, according to the latest data available on the company’s website.</p><p><b>Other Buy:</b> ARK has also loaded up on <b>Coinbase Global Inc</b> shares which closed Tuesday’s session 8% lower. The <b>ARK Fintech Innovation ETF</b> (ARKF) bought over 6,000 shares of the company at an estimated valuation of over $200,000.</p><p>Coinbase enables users to trade and hold cryptocurrencies like <b>Bitcoin</b>, <b>Ethereum</b> and <b>Dogecoin</b>.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ARKQ":"ARK Autonomous Technology & Robotics ETF","COIN":"Coinbase Global, Inc.","ARKK":"ARK Innovation ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158867395","content_text":"On a day Tesla Inc stock dropped to over two-year lows, Cathie Wood’s ARK Investment Management took the opportunity to load up on the EV maker’s shares, displaying its unflinching trust in the company.ARK’s flagship fund, the ARK Innovation ETF (ARKK), bought 25,147 shares of the company at an estimated valuation of about $2.7 million. Shares of Tesla closed 11.41% lower on Tuesday after a Reuters report indicated the company was intending to run a reduced production schedule in January at its Shanghai plant causing concerns over demand.Tesla's latest production cuts in Shanghai coincided with the rising wave of infections after China eased down its strict COVID policy in December. The company’s Shanghai plant accounted for over half of its output in the first three quarters of 2022. Based on forecasts for the fourth quarter, analysts expect output to fall short of its goal by about 45%.Since mid-December, Wood’s funds have loaded up over 214,000 shares of the EV maker.Tesla is the third largest holding of ARKK with a weight of 6.46% while it is the second largest holding of the ARK Autonomous Tech. & Robotics ETF (ARKQ) with a weight of 7.7%, according to the latest data available on the company’s website.Other Buy: ARK has also loaded up on Coinbase Global Inc shares which closed Tuesday’s session 8% lower. The ARK Fintech Innovation ETF (ARKF) bought over 6,000 shares of the company at an estimated valuation of over $200,000.Coinbase enables users to trade and hold cryptocurrencies like Bitcoin, Ethereum and Dogecoin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312873551454296,"gmtCreate":1717407338473,"gmtModify":1717407339449,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"","listText":"","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312873551454296","repostId":"1154553565","repostType":2,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049490760,"gmtCreate":1655822802350,"gmtModify":1676535712078,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Break even in 12m in their delivery business... in his dreams perhaps....","listText":"Break even in 12m in their delivery business... in his dreams perhaps....","text":"Break even in 12m in their delivery business... in his dreams perhaps....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049490760","repostId":"1118513211","repostType":2,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053760847,"gmtCreate":1654590181089,"gmtModify":1676535474627,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"When/IF Tesla starts&nbsp;generating $360b/Q in revenue... maybe... (I'm using AAPL as a yardstick here). This must be coming from a bag holder at &gt;$1000...","listText":"When/IF Tesla starts&nbsp;generating $360b/Q in revenue... maybe... (I'm using AAPL as a yardstick here). This must be coming from a bag holder at &gt;$1000...","text":"When/IF Tesla starts generating $360b/Q in revenue... maybe... (I'm using AAPL as a yardstick here). This must be coming from a bag holder at >$1000...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053760847","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":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":225116895621152,"gmtCreate":1696038301546,"gmtModify":1696041258665,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Flogging a dead horse 😂","listText":"Flogging a dead horse 😂","text":"Flogging a dead horse 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/225116895621152","repostId":"2371675150","repostType":2,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360273586307272,"gmtCreate":1728961925264,"gmtModify":1728984312878,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the \"National\" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!","listText":"Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the \"National\" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!","text":"Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the \"National\" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360273586307272","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351343161475224,"gmtCreate":1726799524898,"gmtModify":1726799528785,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"What's the COF? 🤔","listText":"What's the COF? 🤔","text":"What's the COF? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351343161475224","isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220233482567776,"gmtCreate":1694789337076,"gmtModify":1694789341399,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"When I listen &nbsp;to the CEO talk at the earnings call...&nbsp;[Facepalm]&nbsp;","listText":"When I listen &nbsp;to the CEO talk at the earnings call...&nbsp;[Facepalm]&nbsp;","text":"When I listen to the CEO talk at the earnings call... [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220233482567776","repostId":"2367689470","repostType":2,"repost":{"id":"2367689470","pubTimestamp":1694706491,"share":"https://ttm.financial/m/news/2367689470?lang=&edition=fundamental","pubTime":"2023-09-14 23:48","market":"us","language":"en","title":"Palantir: The \"Nvidia Moment\" Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=2367689470","media":"Seekingalpha","summary":"Palantir's stock has been bid up due to sustained interest in generative AI, but it has yet to see the same impact on fundamentals as other AI companies like Nvidia.The company generated a GAAP profit","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir&#39;s stock has been bid up due to sustained interest in generative AI, but it has yet to see the same impact on fundamentals as other AI companies like Nvidia.</p></li><li><p>The company generated a GAAP profit for the third consecutive quarter and will soon be eligible for inclusion in the S&amp;P 500 market index.</p></li><li><p>Palantir has a net cash balance sheet and has authorized a share repurchase program.</p></li><li><p>A lot of optimism is priced in, but I expect upside ahead as revenue growth accelerates.</p></li></ul><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> has seen its stock bid up amidst sustained interest in generative AI. While other generative AI names like Nvidia (NVDA) have seen a dramatic impact to their fundamentals (which have led to equally dramatic impacts to the stock price), PLTR still has yet to see such an impact. Given that PLTR is a top tier implementer of artificial intelligence solutions, I view it as being just a matter of time before revenue growth accelerates to a level more indicative of the expectations placed upon the company. The company generated a GAAP profit for the third consecutive quarter and will soon be eligible for inclusion in the S&amp;P 500 market index. While the current valuation makes PLTR one of the more richly valued names in the tech sector, I see upside still ahead based on my thesis for accelerating top-line growth. I reiterate my buy rating for the stock as the net cash balance sheet, GAAP profitability, and announced share repurchase program round out an attractive growth thesis.</p><h2 id=\"id_941385379\">PLTR Stock Price</h2><p>PLTR has always been a hyped stock, in the past that hype was due in large part to the company&#39;s secretive profile. That hype worked against the company during the 2022 crash in tech stocks, but the company is in the spotlight yet again due to the rise of generative AI.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c839f9ba42bf3ea90d4d3955947fe63\" tg-width=\"635\" tg-height=\"417\"/></p><p>Data by YCharts</p><p>I last covered PLTR in July where I rated the stock a buy due to the potential for accelerating growth from generative AI. That prediction has not yet played out, and the stock has been roughly flat since then. Patient investors may be rewarded here.</p><h2 id=\"id_3417462756\">PLTR Stock Key Metrics</h2><p>In its most recent quarter, PLTR delivered 13% YoY revenue growth to $533 million, slightly ahead of guidance for $532 million.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33c257d67705229ab7f5b6e6b020b1df\" tg-width=\"1280\" tg-height=\"597\"/></p><p>2023 Q2 Presentation</p><p>Government revenue grew 15% YoY to $302 million, with US Government revenue growing slower at 10%. Commercial revenue (enterprise sales) grew 10% YoY to $232 million, with US commercial revenue growing faster at 20%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d727ae4116511b1e2e42f111d46d2d4a\" tg-width=\"1280\" tg-height=\"610\"/></p><p>2023 Q2 Presentation</p><p>These growth rates are respectable given the tough macro environment, but clearly PLTR isn&#39;t seeing the boon that NVDA has shown in its data center growth. There&#39;s reasons for optimism though, as PLTR continued to see rapid customer growth and billings growth came in at 52%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7a4df17c8da2bf18949ce5f62f661e1c\" tg-width=\"1280\" tg-height=\"605\"/></p><p>2023 Q2 Presentation</p><p>PLTR delivered another quarter of margin expansion with its non-GAAP operating margin hitting 25% in the quarter, surpassing estimates for $122 million in operating income.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12bb1edd0f58aaa657a4336c56fa6190\" tg-width=\"1280\" tg-height=\"674\"/></p><p>2023 Q2 Presentation</p><p>On a GAAP basis, PLTR was profitable for the third consecutive quarter (second consecutive quarter of GAAP operating profitability). Unlike many tech peers which embarked on aggressive layoffs, PLTR&#39;s own layoff was more modest and its margin expansion has been instead driven by cold-blooded operating leverage.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00c1c3583eafdfe73dc81c9f534f4f13\" tg-width=\"1280\" tg-height=\"668\"/></p><p>2023 Q2 Presentation</p><p>PLTR ended the quarter with a $3.1 billion net cash balance sheet position, which pairs well with the solid free cash flow generation. Net cash made up roughly 10% of the current market cap.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083859dab479f6d473ac36afc0b60cc4\" tg-width=\"1280\" tg-height=\"675\"/></p><p>2023 Q2 Presentation</p><p>Looking forward, PLTR expects up to $557 million in third quarter revenues, implying some sequential acceleration to 16.5% YoY growth. I expect PLTR to have its own &#34;Nvidia moment,&#34; but we may need to wait several quarters for that to occur. For the full-year, management is guiding for over $2.212 billion in revenue, a tighter target from the prior target of $2.185 billion to $2.235 billion. Management expects to generate a 26% non-GAAP operating margin for the full year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6a2afa592ed320c7273c7b71b41e306\" tg-width=\"1280\" tg-height=\"554\"/></p><p>2023 Q2 Presentation</p><p>Management also announced a $1 billion share repurchase program. The company certainly has the financial flexibility to execute upon such a program, and such purchases may make a lot of sense if and when revenue growth accelerates in the future.</p><p>On the conference call, management noted that the company may become eligible for inclusion in the S&amp;P 500 market index after the next quarter on account of having generated a GAAP profit for 4 quarters. That inclusion may spark some rally in the stock price but is not crucial to my investment thesis.</p><p>Analysts may have been concerned regarding both the lack of visibility in when generative AI may help to accelerate growth, as well as management&#39;s plans to do so. Even prior to the rise of generative AI, management has long emphasized that they have a deceivingly long growth runway ahead of them due to its customers often needing to be educated as to why they need their products. That stance applies equally, if not to an even greater extent, with generative AI. Management stated that they &#34;will figure out how to monetize it&#34; and that they are first &#34;teaching the market what it is&#34; (&#34;it&#34; referring to their Artificial Intelligence Platform).</p><h2 id=\"id_1202229095\">Is PLTR Stock A Buy, Sell, or Hold?</h2><p>That brings us to the investment thesis. PLTR plays a crucial role in enabling AI and generative AI for the masses.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49668a4c21f24f9bf5f65c12a693d7d9\" tg-width=\"1280\" tg-height=\"610\"/></p><p>2023 Q2 Presentation</p><p>Almost every company is likely to be impacted by generative AI by some shape or form. But not every company may have management that knows how that impact might look, or the technical expertise to integrate generative AI into their platforms. In their shareholder letter, CEO Karp states that &#34;the demand for AIP is unlike anything we have seen in the past twenty years,&#34; adding that they are &#34;in discussions with more than three hundred additional enterprises to deploy AIP within their organizations.&#34; Generative AI is arguably exactly what the company has been waiting for in terms of accelerated adoption of its products.</p><p>PLTR has been rewarded with rich valuations by the market, perhaps spurred by a glowing endorsement by analyst Dan Ives. The stock recently traded hands at around 15x this year&#39;s sales estimates.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a6460c6056755c5dbf99b723fe551c\" tg-width=\"907\" tg-height=\"197\"/></p><p>Seeking Alpha</p><p>I wouldn&#39;t be surprised if revenue growth eventually accelerates to the 30% - 35% level upon increased generative AI adoption as well as an improving macro environment. Assuming 25% revenue growth, 30% long term net margins, and a 1.5x price to earnings growth ratio (&#39;PEG ratio&#39;), I see the stock trading at around 11.3x sales. The stock is pricing in several years of growth but quickly grows into that valuation over time. Based on where NVDA is trading today, PLTR may see its PEG ratio bid more to the 2x to 2.5x range upon experiencing acceleration in top-line growth.</p><p>What are the key risks? This is an execution story, and it is possible that revenue growth does not accelerate or does not accelerate meaningfully even as generative AI plays out. In particular, one may wonder why NVDA is already seeing accelerated purchases from the cloud titans yet PLTR has yet to see increased adoption of its own. While the company&#39;s net cash balance sheet and GAAP profitability help to support a premium valuation, the current valuation is unsustainable (or at the very least quite ordinary) if revenue growth does not accelerate meaningfully. There is the possibility that generative AI proves to be a headwind, not a tailwind, to the business if it turns out that adoption of the technology is intuitive and easy and not necessitating professional implementation. The cloud titans are likely to be highly incentivized to help with implementation and thus may be the causes of such risk.</p><p>Between GAAP profitability, share repurchases, inevitable inclusion in the S&amp;P 500 index, and potential for generative AI-induced revenue growth acceleration, the stars are aligning for PLTR. I reiterate my buy rating, held back from a &#34;strong buy&#34; rating only due to the valuation which has already incorporated potential generative AI impact.</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>Palantir: The \"Nvidia Moment\" Is Coming</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: The \"Nvidia Moment\" Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-14 23:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4635143-palantir-nvidia-moment-coming><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's stock has been bid up due to sustained interest in generative AI, but it has yet to see the same impact on fundamentals as other AI companies like Nvidia.The company generated a GAAP profit...</p>\n\n<a href=\"https://seekingalpha.com/article/4635143-palantir-nvidia-moment-coming\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4635143-palantir-nvidia-moment-coming","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2367689470","content_text":"Palantir's stock has been bid up due to sustained interest in generative AI, but it has yet to see the same impact on fundamentals as other AI companies like Nvidia.The company generated a GAAP profit for the third consecutive quarter and will soon be eligible for inclusion in the S&P 500 market index.Palantir has a net cash balance sheet and has authorized a share repurchase program.A lot of optimism is priced in, but I expect upside ahead as revenue growth accelerates.Palantir has seen its stock bid up amidst sustained interest in generative AI. While other generative AI names like Nvidia (NVDA) have seen a dramatic impact to their fundamentals (which have led to equally dramatic impacts to the stock price), PLTR still has yet to see such an impact. Given that PLTR is a top tier implementer of artificial intelligence solutions, I view it as being just a matter of time before revenue growth accelerates to a level more indicative of the expectations placed upon the company. The company generated a GAAP profit for the third consecutive quarter and will soon be eligible for inclusion in the S&P 500 market index. While the current valuation makes PLTR one of the more richly valued names in the tech sector, I see upside still ahead based on my thesis for accelerating top-line growth. I reiterate my buy rating for the stock as the net cash balance sheet, GAAP profitability, and announced share repurchase program round out an attractive growth thesis.PLTR Stock PricePLTR has always been a hyped stock, in the past that hype was due in large part to the company's secretive profile. That hype worked against the company during the 2022 crash in tech stocks, but the company is in the spotlight yet again due to the rise of generative AI.Data by YChartsI last covered PLTR in July where I rated the stock a buy due to the potential for accelerating growth from generative AI. That prediction has not yet played out, and the stock has been roughly flat since then. Patient investors may be rewarded here.PLTR Stock Key MetricsIn its most recent quarter, PLTR delivered 13% YoY revenue growth to $533 million, slightly ahead of guidance for $532 million.2023 Q2 PresentationGovernment revenue grew 15% YoY to $302 million, with US Government revenue growing slower at 10%. Commercial revenue (enterprise sales) grew 10% YoY to $232 million, with US commercial revenue growing faster at 20%.2023 Q2 PresentationThese growth rates are respectable given the tough macro environment, but clearly PLTR isn't seeing the boon that NVDA has shown in its data center growth. There's reasons for optimism though, as PLTR continued to see rapid customer growth and billings growth came in at 52%.2023 Q2 PresentationPLTR delivered another quarter of margin expansion with its non-GAAP operating margin hitting 25% in the quarter, surpassing estimates for $122 million in operating income.2023 Q2 PresentationOn a GAAP basis, PLTR was profitable for the third consecutive quarter (second consecutive quarter of GAAP operating profitability). Unlike many tech peers which embarked on aggressive layoffs, PLTR's own layoff was more modest and its margin expansion has been instead driven by cold-blooded operating leverage.2023 Q2 PresentationPLTR ended the quarter with a $3.1 billion net cash balance sheet position, which pairs well with the solid free cash flow generation. Net cash made up roughly 10% of the current market cap.2023 Q2 PresentationLooking forward, PLTR expects up to $557 million in third quarter revenues, implying some sequential acceleration to 16.5% YoY growth. I expect PLTR to have its own \"Nvidia moment,\" but we may need to wait several quarters for that to occur. For the full-year, management is guiding for over $2.212 billion in revenue, a tighter target from the prior target of $2.185 billion to $2.235 billion. Management expects to generate a 26% non-GAAP operating margin for the full year.2023 Q2 PresentationManagement also announced a $1 billion share repurchase program. The company certainly has the financial flexibility to execute upon such a program, and such purchases may make a lot of sense if and when revenue growth accelerates in the future.On the conference call, management noted that the company may become eligible for inclusion in the S&P 500 market index after the next quarter on account of having generated a GAAP profit for 4 quarters. That inclusion may spark some rally in the stock price but is not crucial to my investment thesis.Analysts may have been concerned regarding both the lack of visibility in when generative AI may help to accelerate growth, as well as management's plans to do so. Even prior to the rise of generative AI, management has long emphasized that they have a deceivingly long growth runway ahead of them due to its customers often needing to be educated as to why they need their products. That stance applies equally, if not to an even greater extent, with generative AI. Management stated that they \"will figure out how to monetize it\" and that they are first \"teaching the market what it is\" (\"it\" referring to their Artificial Intelligence Platform).Is PLTR Stock A Buy, Sell, or Hold?That brings us to the investment thesis. PLTR plays a crucial role in enabling AI and generative AI for the masses.2023 Q2 PresentationAlmost every company is likely to be impacted by generative AI by some shape or form. But not every company may have management that knows how that impact might look, or the technical expertise to integrate generative AI into their platforms. In their shareholder letter, CEO Karp states that \"the demand for AIP is unlike anything we have seen in the past twenty years,\" adding that they are \"in discussions with more than three hundred additional enterprises to deploy AIP within their organizations.\" Generative AI is arguably exactly what the company has been waiting for in terms of accelerated adoption of its products.PLTR has been rewarded with rich valuations by the market, perhaps spurred by a glowing endorsement by analyst Dan Ives. The stock recently traded hands at around 15x this year's sales estimates.Seeking AlphaI wouldn't be surprised if revenue growth eventually accelerates to the 30% - 35% level upon increased generative AI adoption as well as an improving macro environment. Assuming 25% revenue growth, 30% long term net margins, and a 1.5x price to earnings growth ratio ('PEG ratio'), I see the stock trading at around 11.3x sales. The stock is pricing in several years of growth but quickly grows into that valuation over time. Based on where NVDA is trading today, PLTR may see its PEG ratio bid more to the 2x to 2.5x range upon experiencing acceleration in top-line growth.What are the key risks? This is an execution story, and it is possible that revenue growth does not accelerate or does not accelerate meaningfully even as generative AI plays out. In particular, one may wonder why NVDA is already seeing accelerated purchases from the cloud titans yet PLTR has yet to see increased adoption of its own. While the company's net cash balance sheet and GAAP profitability help to support a premium valuation, the current valuation is unsustainable (or at the very least quite ordinary) if revenue growth does not accelerate meaningfully. There is the possibility that generative AI proves to be a headwind, not a tailwind, to the business if it turns out that adoption of the technology is intuitive and easy and not necessitating professional implementation. The cloud titans are likely to be highly incentivized to help with implementation and thus may be the causes of such risk.Between GAAP profitability, share repurchases, inevitable inclusion in the S&P 500 index, and potential for generative AI-induced revenue growth acceleration, the stars are aligning for PLTR. I reiterate my buy rating, held back from a \"strong buy\" rating only due to the valuation which has already incorporated potential generative AI impact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969805381,"gmtCreate":1668392774543,"gmtModify":1676538049394,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"Time for everybody to move&nbsp;all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.","listText":"Time for everybody to move&nbsp;all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.","text":"Time for everybody to move all their crypto to coldwallets offline. This is the only way to know the solvency of the wild wild west crypto exchanges. After the dust has settled you can then slowly re-deposit back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969805381","repostId":"1137748454","repostType":2,"repost":{"id":"1137748454","pubTimestamp":1668216439,"share":"https://ttm.financial/m/news/1137748454?lang=&edition=fundamental","pubTime":"2022-11-12 09:27","market":"us","language":"en","title":"A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=1137748454","media":"Barron's","summary":"How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, a","content":"<html><head></head><body><p>How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?</p><p>In crypto, about a week.</p><p>The debacle unfolded in real time on Twitter as the crypto empire run by Sam Bankman-Fried collapsed. FTX Group, his conglomerate of 130 entities—including the FTX exchange and Alameda Research, a market maker and trading firm—filed for U.S. bankruptcy protection on Friday.</p><p>Bankman-Fried resigned as CEO from the group, issuing a mea culpa on Twitter. “I’m really sorry, again, that we ended up here,” he said in a stream of tweets. “I’m piecing together all of the details, but I was shocked to see things unravel the way they did earlier this week,” he added.</p><p>Bankman-Fried wasn’t the only one expressing shock. FTX, the world’s second largest crypto exchange, collapsed over a few chaotic days, brought down by a liquidity crisis as customers lost confidence in the exchange. Essentially, it was an old-fashioned run on the bank, with no federal regulator or private entity willing to prop up FTX, unwind the operations, or contain the fallout.</p><p>The collateral damage is likely to be vast. FTX and Alameda played central roles in crypto trading, market making, lending, and bailouts of other firms. FTX had attracted investment from prominent venture-capital firms, pension funds, and hedge funds. Some of them invested in FTX at a valuation of $32 billion just a few months ago. They are now marking down their investments to zero.</p><p>The unraveling has already knocked more than $125 billion in market cap off Bitcoin and other tokens. FTX has frozen customer accounts. Its U.S. entity, FTX US, had said it would probably halt trading within days, though its website was still operational on Friday, including a pitch to “join some of the world’s biggest names who trust FTX,” showing photos of Tom Brady and Stephen Curry.</p><p>Other entities that have paused withdrawals include BlockFi, a crypto lender that FTX bailed out last summer. More entities and counterparties with exposure to FTX are likely to be revealed as the bankruptcy proceedings get rolling.</p><p>Regulators are now under far more pressure to ramp up supervision of an industry that has so far thrived on opacity and a lack of clear rules. “I hope some of these firms take note and actually work with us and get registered, or we’ll certainly be doing what we need to do, being a cop on the beat,” said Securities and Exchange Commission Chair Gary Gensler at a conference on Wednesday.</p><p>It’s unclear how crypto will clean up its latest mess. Indeed, what little credibility crypto had is being tested anew, raising questions about whether the whole edifice will simply crumble under its own weight.</p><p>“Those who were skeptical about crypto will become even more skeptical. They’re not wrong to feel that way,” says Ric Edelman, head of the Digital Assets Council of Financial Professionals.</p><p>Before his empire fell apart, Bankman-Fried had been viewed as a kind of crypto philosopher king. A 30-year-old Californian, educated at Massachusetts Institute of Technology, he built FTX and Alameda into the very fabric of crypto infrastructure, playing a leading role in derivatives, trading, and market-making activity.</p><p><img src=\"https://static.tigerbbs.com/c380e6b530fb0a8f21ae5df380dcfabf\" tg-width=\"939\" tg-height=\"639\" width=\"100%\" height=\"auto\"/></p><p>As FTX and its related entities grew into a multibillion-dollar empire, Bankman-Fried parlayed his wealth and prominence widely. He spent millions on sports, including naming rights to the Miami Heat’s National Basketball Association arena and sponsorship of Formula 1 racing cars. He also promised to donate most of his fortune to charities. And he became a fixture on Capitol Hill, arguing for regulation and donating to political campaigns in a bid to bring crypto into the mainstream.</p><p>Bankman-Fried also built a reputation as a crypto white knight—a banker of last resort. BlockFi and Voyager Digitalboth got bailouts or lines of credit, though Voyager didn’t survive. Bankman-Fried also invested in other crypto platforms, including Robinhood Markets (ticker: HOOD), owning a 7.5% stake in the company worth $570 million at recent prices.</p><p>The collapse of FTX could prove costly, well beyond crypto. FTX’s venture-capital investors included big names like Sequoia Capital, Tiger Global Management, and the Ontario Teachers’ Pension Plan. Sequoia now says that its investment is worth zero.</p><p>Analysts expect more companies to reveal exposures and losses. “There could be other cascading failures that could emerge,” says Lucas Nuzzi, head of research and development at Coin Metrics, a research firm working on a report that may identify additional counterparties to FTX and Alameda.</p><p>One immediate impact, of course, is sheer fear of crypto. Potential investors in start-ups are now more likely to shy away, says Antonio Juliano, CEO of dYdX, one of the largest decentralized-finance, or DeFi, exchanges. “This will decrease interest in crypto for the short to medium term,” he says.</p><p>There may also be a chill on crypto demand as investors question whether their tokens, custodied through brokerages and exchanges, will be accessible in the event of a bankruptcy. FTX used customer assets for trading at Alameda without their knowledge, according to media reports. When Alameda couldn’t meet its obligations, it spilled over to FTX’s customer base.</p><p>Equity brokerages and exchanges regulated by the SEC would never be allowed to use customer assets in that way. Those lines are largely absent in crypto, however. U.S. exchange are licensed by states as money-transfer businesses. And there is no regulatory body supervising operations of global exchanges like Bahamas-based FTX.</p><p>Coinbase Global (COIN), the largest U.S.-based exchange, said this past week that “there can’t be a run on the bank” at the firm and that it lends customer assets only with approval.</p><p>Nonetheless, the collapse of FTX underscores the market’s concentration in a handful of companies. And it reveals how even two of the big players can shake the foundations.</p><p>FTX’s demise started when CoinDesk reported that Alameda’s balance sheet consisted partly of a token called FTT, which is used for trading and commissions on the FTX exchange. Days later, Changpeng Zhao, the leader of Binance—the world’s largest crypto exchange—said he planned to unload more than $500 million worth of FTT that his firm had acquired.</p><p>With that, the run on FTX began. On Sunday, FTX saw $5 billion in customer withdrawals. Bankman-Fried then sought emerging funding to cover shortfalls, estimated at $8 billion. On Tuesday, Binance appeared to be a savior, signing a letter of intent to buy FTX. The next day, Binance pulled out, saying that “the issues are beyond our control or ability to help.”</p><p>Bankman-Fried has said that he thought it likely that Zhao never intended to buy FTX. “Well played; you won,” he said on Twitter, in an apparent allusion to Zhao taking out a rival.</p><p>FTX did not respond to a request for comment. Binance declined to comment.</p><p>The regulatory fallout is just starting. Democrats in Congress are calling for hearings, and the White House has weighed in. “The most recent news...highlights why prudent regulation of cryptocurrencies is indeed needed,” press secretary Karine Jean-Pierre told reporters.</p><p>U.S. enforcement agencies are now expanding inquiries. If the SEC alleges that FTX broke securities laws, it could create liability for the entire industry. “That’s what can really shake the industry,” says Tyler Gellasch, a former SEC senior counsel.</p><p>Representatives for the SEC and the Commodity Futures Trading Commission declined to comment.</p><p>Even if FTX’s troubles seem remote, the damage is likely to keep affecting tokens, brokerages like Coinbase and Robinhood, and the many banks, lenders, and tech companies trying to build crypto businesses.</p><p>“FTX and SBF were these megawatt stars in crypto and had garnered a lot of trust, not just among institutional investors but also among regulators,” says Morningstar’s Madeline Hume, referring to Bankman-Fried. “The risk of contagion has never been higher.”</p></body></html>","source":"lsy1610680873436","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>A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto</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\">\nA $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 09:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?In crypto, about a week.The ...</p>\n\n<a href=\"https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","COIN":"Coinbase Global, Inc."},"source_url":"https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137748454","content_text":"How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?In crypto, about a week.The debacle unfolded in real time on Twitter as the crypto empire run by Sam Bankman-Fried collapsed. FTX Group, his conglomerate of 130 entities—including the FTX exchange and Alameda Research, a market maker and trading firm—filed for U.S. bankruptcy protection on Friday.Bankman-Fried resigned as CEO from the group, issuing a mea culpa on Twitter. “I’m really sorry, again, that we ended up here,” he said in a stream of tweets. “I’m piecing together all of the details, but I was shocked to see things unravel the way they did earlier this week,” he added.Bankman-Fried wasn’t the only one expressing shock. FTX, the world’s second largest crypto exchange, collapsed over a few chaotic days, brought down by a liquidity crisis as customers lost confidence in the exchange. Essentially, it was an old-fashioned run on the bank, with no federal regulator or private entity willing to prop up FTX, unwind the operations, or contain the fallout.The collateral damage is likely to be vast. FTX and Alameda played central roles in crypto trading, market making, lending, and bailouts of other firms. FTX had attracted investment from prominent venture-capital firms, pension funds, and hedge funds. Some of them invested in FTX at a valuation of $32 billion just a few months ago. They are now marking down their investments to zero.The unraveling has already knocked more than $125 billion in market cap off Bitcoin and other tokens. FTX has frozen customer accounts. Its U.S. entity, FTX US, had said it would probably halt trading within days, though its website was still operational on Friday, including a pitch to “join some of the world’s biggest names who trust FTX,” showing photos of Tom Brady and Stephen Curry.Other entities that have paused withdrawals include BlockFi, a crypto lender that FTX bailed out last summer. More entities and counterparties with exposure to FTX are likely to be revealed as the bankruptcy proceedings get rolling.Regulators are now under far more pressure to ramp up supervision of an industry that has so far thrived on opacity and a lack of clear rules. “I hope some of these firms take note and actually work with us and get registered, or we’ll certainly be doing what we need to do, being a cop on the beat,” said Securities and Exchange Commission Chair Gary Gensler at a conference on Wednesday.It’s unclear how crypto will clean up its latest mess. Indeed, what little credibility crypto had is being tested anew, raising questions about whether the whole edifice will simply crumble under its own weight.“Those who were skeptical about crypto will become even more skeptical. They’re not wrong to feel that way,” says Ric Edelman, head of the Digital Assets Council of Financial Professionals.Before his empire fell apart, Bankman-Fried had been viewed as a kind of crypto philosopher king. A 30-year-old Californian, educated at Massachusetts Institute of Technology, he built FTX and Alameda into the very fabric of crypto infrastructure, playing a leading role in derivatives, trading, and market-making activity.As FTX and its related entities grew into a multibillion-dollar empire, Bankman-Fried parlayed his wealth and prominence widely. He spent millions on sports, including naming rights to the Miami Heat’s National Basketball Association arena and sponsorship of Formula 1 racing cars. He also promised to donate most of his fortune to charities. And he became a fixture on Capitol Hill, arguing for regulation and donating to political campaigns in a bid to bring crypto into the mainstream.Bankman-Fried also built a reputation as a crypto white knight—a banker of last resort. BlockFi and Voyager Digitalboth got bailouts or lines of credit, though Voyager didn’t survive. Bankman-Fried also invested in other crypto platforms, including Robinhood Markets (ticker: HOOD), owning a 7.5% stake in the company worth $570 million at recent prices.The collapse of FTX could prove costly, well beyond crypto. FTX’s venture-capital investors included big names like Sequoia Capital, Tiger Global Management, and the Ontario Teachers’ Pension Plan. Sequoia now says that its investment is worth zero.Analysts expect more companies to reveal exposures and losses. “There could be other cascading failures that could emerge,” says Lucas Nuzzi, head of research and development at Coin Metrics, a research firm working on a report that may identify additional counterparties to FTX and Alameda.One immediate impact, of course, is sheer fear of crypto. Potential investors in start-ups are now more likely to shy away, says Antonio Juliano, CEO of dYdX, one of the largest decentralized-finance, or DeFi, exchanges. “This will decrease interest in crypto for the short to medium term,” he says.There may also be a chill on crypto demand as investors question whether their tokens, custodied through brokerages and exchanges, will be accessible in the event of a bankruptcy. FTX used customer assets for trading at Alameda without their knowledge, according to media reports. When Alameda couldn’t meet its obligations, it spilled over to FTX’s customer base.Equity brokerages and exchanges regulated by the SEC would never be allowed to use customer assets in that way. Those lines are largely absent in crypto, however. U.S. exchange are licensed by states as money-transfer businesses. And there is no regulatory body supervising operations of global exchanges like Bahamas-based FTX.Coinbase Global (COIN), the largest U.S.-based exchange, said this past week that “there can’t be a run on the bank” at the firm and that it lends customer assets only with approval.Nonetheless, the collapse of FTX underscores the market’s concentration in a handful of companies. And it reveals how even two of the big players can shake the foundations.FTX’s demise started when CoinDesk reported that Alameda’s balance sheet consisted partly of a token called FTT, which is used for trading and commissions on the FTX exchange. Days later, Changpeng Zhao, the leader of Binance—the world’s largest crypto exchange—said he planned to unload more than $500 million worth of FTT that his firm had acquired.With that, the run on FTX began. On Sunday, FTX saw $5 billion in customer withdrawals. Bankman-Fried then sought emerging funding to cover shortfalls, estimated at $8 billion. On Tuesday, Binance appeared to be a savior, signing a letter of intent to buy FTX. The next day, Binance pulled out, saying that “the issues are beyond our control or ability to help.”Bankman-Fried has said that he thought it likely that Zhao never intended to buy FTX. “Well played; you won,” he said on Twitter, in an apparent allusion to Zhao taking out a rival.FTX did not respond to a request for comment. Binance declined to comment.The regulatory fallout is just starting. Democrats in Congress are calling for hearings, and the White House has weighed in. “The most recent news...highlights why prudent regulation of cryptocurrencies is indeed needed,” press secretary Karine Jean-Pierre told reporters.U.S. enforcement agencies are now expanding inquiries. If the SEC alleges that FTX broke securities laws, it could create liability for the entire industry. “That’s what can really shake the industry,” says Tyler Gellasch, a former SEC senior counsel.Representatives for the SEC and the Commodity Futures Trading Commission declined to comment.Even if FTX’s troubles seem remote, the damage is likely to keep affecting tokens, brokerages like Coinbase and Robinhood, and the many banks, lenders, and tech companies trying to build crypto businesses.“FTX and SBF were these megawatt stars in crypto and had garnered a lot of trust, not just among institutional investors but also among regulators,” says Morningstar’s Madeline Hume, referring to Bankman-Fried. “The risk of contagion has never been higher.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042160689,"gmtCreate":1656456733741,"gmtModify":1676535830187,"author":{"id":"4114990446205212","authorId":"4114990446205212","name":"hippyboy","avatar":"https://community-static.tradeup.com/news/588f9c8cf3fe551e3d0f15fc9b883792","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114990446205212","authorIdStr":"4114990446205212"},"themes":[],"htmlText":"a wise man once said \"only when the tide goes out do you discover who's been swimming naked\"... who do you think he is referring to....&nbsp;[Facepalm]&nbsp;","listText":"a wise man once said \"only when the tide goes out do you discover who's been swimming naked\"... who do you think he is referring to....&nbsp;[Facepalm]&nbsp;","text":"a wise man once said \"only when the tide goes out do you discover who's been swimming naked\"... who do you think he is referring to.... [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042160689","repostId":"2246133086","repostType":4,"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}