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2023-04-06

Very informative

4 Best Stocks to Set You Up for Early Retirement

2023-07-25

Very informative

3 AI Stocks to Sell Before the Competition Crushes Them

2023-04-10

Very Informative

3 Top Tech Stocks to Buy in April

2023-06-21

good read

Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.

2023-06-21

good read

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2023-06-21

good read

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2023-06-21

good read

More Big Wins for Tesla: Charging Standards and EV Subsidies

2023-04-24

Very Informative

Sea Limited: Ample Room For Growth, But Competition Is Here To Stay

2023-04-06

Very informative

2 Warren Buffett Stocks That Look Like Bargains Now

2023-04-28

Very informative

2 Top Artificial Intelligence Stocks to Buy and Hold Forever

2023-04-18

very informative

Sorry, the original content has been removed

2023-04-14

very informatiove

Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More

2023-04-06

Very informative

Top Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More

2022-10-21

Interesting. Should keep an eye on this.

3 Bargain Stocks Cathie Wood Loves

2022-10-10

Interesting article. Keep an eye on this.

Sea Limited: A Defining Moment In Time

2022-09-15

Very informative.

Pre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days

2023-04-06

This means the AI stock is going up again.

Google's Search Engine to Feature Chat AI - CEO Sundar Pichai

2023-04-06

?

U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%

Go to Tiger App to see more news

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More","url":"https://stock-news.laohu8.com/highlight/detail?id=1170209806","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcem","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</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>Top Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More</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\">\nTop Calls on Wall Street: Nvidia, Rivian, Sunrun, DoorDash and More\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\">2024-02-22 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h3 id=\"id_209438572\" style=\"text-align: start;\">Morgan Stanley raises Nvidia price target</h3><p style=\"text-align: start;\">Morgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.</p><p>“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”</p><h3 id=\"id_2292697297\" style=\"text-align: start;\">UBS reiterates Nvidia as buy, but trims price target</h3><p style=\"text-align: start;\">UBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.</p><p>“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”</p><h3 id=\"id_4043275495\" style=\"text-align: start;\">Goldman Sachs reiterates buy rating on Nvidia</h3><p style=\"text-align: start;\">Goldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”</p><p>“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”</p><h3 id=\"id_2957285775\" style=\"text-align: start;\">Morgan Stanley upgrades DoorDash to overweight from equal weight</h3><p style=\"text-align: start;\">Morgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.</p><p>“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”</p><h3 id=\"id_1016182008\" style=\"text-align: start;\">RBC reiterates Rivian Automotive as sector perform</h3><p style=\"text-align: start;\">RBC said Rivian could be in trouble as the EV market stays under pressure.</p><p>“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”</p><h3 id=\"id_3728277156\" style=\"text-align: start;\">Morgan Stanley reiterates overweight rating on Rivian Automative</h3><p style=\"text-align: start;\">Morgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.</p><p>“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”</p><h3 id=\"id_1757941524\" style=\"text-align: start;\">UBS upgrades YPF to buy from neutral</h3><p style=\"text-align: start;\">UBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.</p><p>“We see indications that oil &amp; gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”</p><h3 id=\"id_2163916395\" style=\"text-align: start;\">Jefferies reiterates Sunrun as buy</h3><p style=\"text-align: start;\">Jefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.</p><p>“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”</p><h3 id=\"id_3588579962\" style=\"text-align: start;\">Bernstein downgrades Wendy’s to market perform from outperform</h3><p style=\"text-align: start;\">The firm said growth expectations should be tempered in the near term.</p><p>“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”</p><h3 id=\"id_1102250537\" style=\"text-align: start;\">TD Cowen upgrades Coty to outperform from market perform</h3><p style=\"text-align: start;\">TD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.</p><p>“COTY is a premiumizing diversified global beauty powerhouse now driving best practices &amp; prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty &amp; global growth including China/Brazil.”</p><h3 id=\"id_1825342448\" style=\"text-align: start;\">Cantor Fitzgerald upgrades Root to overweight from neutral</h3><p style=\"text-align: start;\">Cantor said profitability for the fintech company will be tough to achieve in the near term.</p><p>“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”</p><h3 id=\"id_2966357306\" style=\"text-align: start;\">Morgan Stanley says big-tech ‘under-owned’ compared to the S&amp;P 500</h3><p>“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”</p><h3 id=\"id_3785558650\" style=\"text-align: start;\">BMO Capital Markets upgrades Remitly Global to outperform from market perform</h3><p style=\"text-align: start;\">BMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.</p><p>“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","NVDA":"英伟达","COTY":"科蒂","DASH":"DoorDash, Inc.","RUN":"Sunrun Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170209806","content_text":"Here are Thursday’s biggest calls on Wall Street:Morgan Stanley raises Nvidia price targetMorgan Stanley increased its price target on shares to $795 from $750 after the chipmaker’s earnings announcement.“NVIDIA beat and raise vs. our increased estimates; perhaps more importantly, resizing the inference market and characterizing supply chain issues points to ongoing durability.”UBS reiterates Nvidia as buy, but trims price targetUBS reiterated its buy rating on Nvidia but reduced its price target to $800 from $850.“The bottom line is that we are still in such early stages of what is possible with AI (especially health care/drug discovery) and NVDA is the de-facto global AI platform, it seems too soon to take a more cautious view. We are trimming estimates a bit to reflect some potential slowing in revenue growth and price target goes from $850 to $800 but we maintain our Buy.”Goldman Sachs reiterates buy rating on NvidiaGoldman raised its price target to $875 from $800, noting new products could augment “what is already a robust demand backdrop.”“Nvidia delivered against what was seemingly a very high bar with Data Center once again serving as the key growth driver. ... Looking ahead... We expect not only sustained growth in Gen AI infrastructure spending by the large CSPs and consumer internet companies, but also increased development and adoption of AI across enterprise customers representing various industry verticals and, increasingly, sovereign states.”Morgan Stanley upgrades DoorDash to overweight from equal weightMorgan Stanley’s upgrade comes after the stock fell around 10% since its earnings report on Feb. 15.“While the pullback was driven by investor concerns surrounding investment levels, competitive dynamics and forward guidance achievability, we have confidence in DASH’s forward GOV and EBITDA growth as detailed below, supported by a durable US Restaurant business which we estimate on a standalone basis currently trades at a ~6% ’25 FCF yield.”RBC reiterates Rivian Automotive as sector performRBC said Rivian could be in trouble as the EV market stays under pressure.“Rivian reported a messy Q4 with worse FCF vs expectations but more importantly issued 2024 production guidance well below consensus. ... We would expect shares to come under pressure.”Morgan Stanley reiterates overweight rating on Rivian AutomativeMorgan Stanley kept its overweight rating on Rivian, but cited concerns on the company’s outlook.“While consumers love the R1 and investors would love a ‘non-Tesla’ way to play the long-term EV theme, Rivian’s results continue to largely disappoint, whether on volume or margin progression. ... The EV landscape has changed decidedly for the worse since Rivian’s November 2021 IPO, yet – tweaks aside – the company’s strategy appears to have been largely unchanged.”UBS upgrades YPF to buy from neutralUBS upgraded the stock to buy from neutral, citing Petrobras’ improvement as a benchmark for the Argentine oil company.“We see indications that oil & gas operators may be able to operate freely, possibly supporting: 1) YPF’s pricing policy in oil and, mainly, fuel; 2) reduced capex and overall expenses; and 3) a potential re-rating, due to the two aforementioned points and eventual macro improvement in the country.”Jefferies reiterates Sunrun as buyJefferies also raised its price target on Sunrun to $31 from $25, implying shares nearly doubling from Wednesday’s close.“Sunrun is well poised to take advantage of the growth in resi solar after a disappointing 2023. We see upside to Sunrun’s NSV driven by cost deflation, ITC adders and product mix shift to solar + storage vs solar only.”Bernstein downgrades Wendy’s to market perform from outperformThe firm said growth expectations should be tempered in the near term.“We believe Wendy’s expected growth in breakfast is too optimistic and the SSS growth algorithm is too dependent on the breakfast acceleration. ... While we appreciate the $55M investment to support the growth, we believe the target of 50% increase in avg weekly breakfast sales per unit in the next 2 years might be too ambitious, in the context of moderating daypart growth; the increasing competition in that daypart might expose Wendy’s to the risk of missing guidance, in absence of more growth drivers.”TD Cowen upgrades Coty to outperform from market performTD Cowen says it is incrementally positive on the global beauty company’s top- and bottom-line growth outlook.“COTY is a premiumizing diversified global beauty powerhouse now driving best practices & prudent investments in attractive categories/geographies. We expect continued momentum in fragrance (~55% mix), innovation in Consumer Beauty & global growth including China/Brazil.”Cantor Fitzgerald upgrades Root to overweight from neutralCantor said profitability for the fintech company will be tough to achieve in the near term.“With positive year-to-date trends, we believe Root is well-positioned to gain profitable market share in 2024E by continuing to execute on the strategy it has implemented over the last two quarters.”Morgan Stanley says big-tech ‘under-owned’ compared to the S&P 500“Under-ownership of mega-cap tech stocks was largely unchanged at -79bps exiting 4Q23 vs. +29bps for the rest of large-cap tech. MSFT remains the most under-owned mega cap tech stock we track, and META is most over-owned.”BMO Capital Markets upgrades Remitly Global to outperform from market performBMO cited strong quarterly results and “stable underlying marketing efficiency QoQ” for the upgrade.“We believe investors underestimate Remitly’s long-term growth potential and EBITDA margin trajectory; we see upside to the FY24 guide (which surprised positively) and longer-term consensus expectations.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201773363028096,"gmtCreate":1690297522018,"gmtModify":1690297525828,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201773363028096","repostId":"2354338651","repostType":2,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189778522685560,"gmtCreate":1687358168090,"gmtModify":1687358172060,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189778522685560","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189773947125888,"gmtCreate":1687357052832,"gmtModify":1687357056465,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189773947125888","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189764692639888,"gmtCreate":1687354794060,"gmtModify":1687354795655,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189764692639888","repostId":"1167082525","repostType":2,"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189762751910152,"gmtCreate":1687354529770,"gmtModify":1687354533274,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189762751910152","repostId":"1151610726","repostType":2,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182852570075240,"gmtCreate":1685650818879,"gmtModify":1685650822641,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative.","listText":"Very informative.","text":"Very informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182852570075240","repostId":"182269390356600","repostType":1,"repost":{"id":182269390356600,"gmtCreate":1685526747296,"gmtModify":1685527639983,"author":{"id":"3527667700230874","authorId":"3527667700230874","name":"TigerTradingNotes","avatar":"https://community-static.tradeup.com/news/db3863887ac73edf5244d41303c9bcc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667700230874","idStr":"3527667700230874"},"themes":[],"title":"A \"High-Profitability\" Trading Strategy - Stop-Loss and Take-Profit","htmlText":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&amp;P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","listText":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&amp;P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","text":"On October 19, 1987, the Dow Jones Industrial Average plummeted from a high of 2,246.74 points to 1,738.74 points, experiencing a 508-point drop. The Chicago Mercantile Exchange witnessed a staggering 28.6% decline in the S&P 500 index futures for December contracts throughout the day.In the face of this situation, many investors not only failed to implement stop-loss measures but also increased their buying. However, professional trader Martin Schwartz demonstrated his risk awareness by promptly implementing a stop-loss strategy.This case highlights the importance of considering stop-loss criteria and plans before entering the market. When market conditions deviate, decisive actions should be taken.How to Set Stop-Loss and Take-Profit OrdersTiger currently provides the functionality t","images":[{"img":"https://community-static.tradeup.com/news/1c1a1af89551802b33fe4000f5bf87a7","width":"1077","height":"2161"},{"img":"https://community-static.tradeup.com/news/878b8e793b615ce121220a5a65009bc6","width":"1070","height":"1225"},{"img":"https://community-static.tradeup.com/news/30e0409d888d7492246dc3be3e08a414","width":"1159","height":"2141"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182269390356600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182852170756128,"gmtCreate":1685650713346,"gmtModify":1685650716829,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great Article.","listText":"Great Article.","text":"Great Article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182852170756128","repostId":"182646759243776","repostType":1,"repost":{"id":182646759243776,"gmtCreate":1685619008691,"gmtModify":1685619019049,"author":{"id":"4144906086863692","authorId":"4144906086863692","name":"NAI500","avatar":"https://community-static.tradeup.com/news/01a5cfb1c65c21d31f28a3934107c034","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144906086863692","idStr":"4144906086863692"},"themes":[],"title":"3 Dividend Kings: Investing in Passive Income Gems Amidst a Hot Growth Stock Market","htmlText":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>, <a href=\"https://ttm.financial/S/SWK\">$Stanley Black &amp; Decker(SWK)$</a>, and <a href=\"https://ttm.financial/S/CDUAF\">$Canadian Utilities Ltd.(CDUAF)$</a>, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a> Target's stock price surged earlier this year but has declined nearly","listText":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a>, <a href=\"https://ttm.financial/S/SWK\">$Stanley Black &amp; Decker(SWK)$</a>, and <a href=\"https://ttm.financial/S/CDUAF\">$Canadian Utilities Ltd.(CDUAF)$</a>, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on <a href=\"https://ttm.financial/S/TGT\">$Target(TGT)$</a> Target's stock price surged earlier this year but has declined nearly","text":"Since 2023, many U.S. growth stocks that had plummeted last year are now reaching new 52-week highs, fueling optimism among investors. However, risk-averse investors are better off avoiding chasing these hotspots and focusing on passive income investment goals, such as the following three Dividend Kings.By evenly distributing investments in $Target(TGT)$, $Stanley Black & Decker(SWK)$, and $Canadian Utilities Ltd.(CDUAF)$, three dividend kings from different industries, the dividend yield of this portfolio can reach 4%.Buying the Dip on $Target(TGT)$ Target's stock price surged earlier this year but has declined nearly","images":[{"img":"https://community-static.tradeup.com/news/6b904e2c66590c521e92df49a58f8dca","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/1decc64455ea8f5ee9e1ab5e5703955c","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/c7f5600746c64e98847e43fe8f0cf816","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182646759243776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182851004764176,"gmtCreate":1685650659777,"gmtModify":1685650663142,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great Article.","listText":"Great Article.","text":"Great Article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182851004764176","repostId":"182361246707864","repostType":1,"repost":{"id":182361246707864,"gmtCreate":1685531095652,"gmtModify":1685531675763,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Stocks to Watch for 31 May 23 From A.I. model","htmlText":"Today (31 May 2023) the premarket futures is mixed, so we might not see the same surge in A.I. and Tech stocks as yesterday. I would expect the market to open lower as investors are worried about the approval outcome that will be decided tonight. Today, I think today my trading strategy would be into Chinese ADRs Result from 30 May 2023. <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> have performed well due to the A.I. boom. ATTO has also have a good gain. Here is the predicted result for today (30 May 23) We have <a href=\"https://ttm.financial/S/LL\">$LL Flooring(LL)$</a> as LL Flooring Gains on Founder Takeover Offer I would look at target Entry Price to be around $4.70-$4.80, if it goes below $4.70 I will check Bear strength , if go above $5.20 and maintain, LL could be heade","listText":"Today (31 May 2023) the premarket futures is mixed, so we might not see the same surge in A.I. and Tech stocks as yesterday. I would expect the market to open lower as investors are worried about the approval outcome that will be decided tonight. Today, I think today my trading strategy would be into Chinese ADRs Result from 30 May 2023. <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> have performed well due to the A.I. boom. ATTO has also have a good gain. Here is the predicted result for today (30 May 23) We have <a href=\"https://ttm.financial/S/LL\">$LL Flooring(LL)$</a> as LL Flooring Gains on Founder Takeover Offer I would look at target Entry Price to be around $4.70-$4.80, if it goes below $4.70 I will check Bear strength , if go above $5.20 and maintain, LL could be heade","text":"Today (31 May 2023) the premarket futures is mixed, so we might not see the same surge in A.I. and Tech stocks as yesterday. I would expect the market to open lower as investors are worried about the approval outcome that will be decided tonight. Today, I think today my trading strategy would be into Chinese ADRs Result from 30 May 2023. $C3.ai, Inc.(AI)$ have performed well due to the A.I. boom. ATTO has also have a good gain. Here is the predicted result for today (30 May 23) We have $LL Flooring(LL)$ as LL Flooring Gains on Founder Takeover Offer I would look at target Entry Price to be around $4.70-$4.80, if it goes below $4.70 I will check Bear strength , if go above $5.20 and maintain, LL could be heade","images":[{"img":"https://community-static.tradeup.com/news/ccb3c54929d6fd4cde409d718faccfe4","width":"479","height":"456"},{"img":"https://community-static.tradeup.com/news/88d79ab42253c3648f302d0c5698e221","width":"1368","height":"754"},{"img":"https://community-static.tradeup.com/news/45e94726deb2205655c5230bbd2bba10","width":"1364","height":"751"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182361246707864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182851770605616,"gmtCreate":1685650617746,"gmtModify":1685650622986,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Great Article.","listText":"Great Article.","text":"Great Article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182851770605616","repostId":"182317744746616","repostType":1,"repost":{"id":182317744746616,"gmtCreate":1685538552567,"gmtModify":1685885361415,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"All-Time-High Consumer Discretionary Stocks in Q1: PEP, CMG, CELH, ELF","htmlText":"As the earnings season is coming to an end, we’d like to review this earnings season. Many stocks rose to an all-time-high or a new high in Q1.According to Factset, consumer discretionary sector posted the highest earnings growth. Therefore, this article will list the cosumer discretionary stocks that reach a new high in Q1.Consumer Discretionary Stocks That Reached A New High1.<a href=\"https://ttm.financial/S/PEP\">$Pepsi(PEP)$</a> rose to an all-time-high of $196.88 on 15th&nbsp;May.&nbsp;It posted earnings on 26th April, which boosted its outlook for the year and beat revenue expectations.&nbsp;Adjusted EPS: $1.50 vs. $1.39Revenue: $17.85 bln vs. $17.22 bln&nbsp;2. Burrito chain&nbsp; <a href=\"https://ttm.financial/S/CMG\">$Chipotle Mexican Grill(CMG)$</a> rose to an all-time-high of $213","listText":"As the earnings season is coming to an end, we’d like to review this earnings season. Many stocks rose to an all-time-high or a new high in Q1.According to Factset, consumer discretionary sector posted the highest earnings growth. Therefore, this article will list the cosumer discretionary stocks that reach a new high in Q1.Consumer Discretionary Stocks That Reached A New High1.<a href=\"https://ttm.financial/S/PEP\">$Pepsi(PEP)$</a> rose to an all-time-high of $196.88 on 15th&nbsp;May.&nbsp;It posted earnings on 26th April, which boosted its outlook for the year and beat revenue expectations.&nbsp;Adjusted EPS: $1.50 vs. $1.39Revenue: $17.85 bln vs. $17.22 bln&nbsp;2. Burrito chain&nbsp; <a href=\"https://ttm.financial/S/CMG\">$Chipotle Mexican Grill(CMG)$</a> rose to an all-time-high of $213","text":"As the earnings season is coming to an end, we’d like to review this earnings season. Many stocks rose to an all-time-high or a new high in Q1.According to Factset, consumer discretionary sector posted the highest earnings growth. Therefore, this article will list the cosumer discretionary stocks that reach a new high in Q1.Consumer Discretionary Stocks That Reached A New High1.$Pepsi(PEP)$ rose to an all-time-high of $196.88 on 15th May. It posted earnings on 26th April, which boosted its outlook for the year and beat revenue expectations. Adjusted EPS: $1.50 vs. $1.39Revenue: $17.85 bln vs. $17.22 bln 2. Burrito chain $Chipotle Mexican Grill(CMG)$ rose to an all-time-high of $213","images":[{"img":"https://community-static.tradeup.com/news/f4d1074a7700118da06e1e6be3ec41c1","width":"923","height":"500"},{"img":"https://community-static.tradeup.com/news/3dc9a40c8f1a2758520df48d345259c0","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/85efe698fbf8ba542e12acaeb65cccc9","width":"560","height":"240"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182317744746616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182795560464416,"gmtCreate":1685636892475,"gmtModify":1685636896104,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Good read and informative.","listText":"Good read and informative.","text":"Good read and informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182795560464416","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979939994,"gmtCreate":1685636729419,"gmtModify":1685636734303,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"very informative","listText":"very informative","text":"very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979939994","repostId":"182649050013696","repostType":1,"repost":{"id":182649050013696,"gmtCreate":1685619567962,"gmtModify":1685620923582,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000419","idStr":"9000000000000419"},"themes":[],"title":"ARK Invests Turn to SaaS? One Article to Know Every Major Players","htmlText":"“We are looking to the software providers who are actually right now where <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> was when we first bought it,” Wood, CEO and founder of Ark Investment Management LLC, told Bloomberg TV on Wednesday. While <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> is expected to do well over time, Ark is “onto the next thing,” she added.Wood further pointed out that the bigger market for artificial intelligence is actually in software. She said that for every dollar of hardware sold by <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , software suppliers and SaaS suppliers will generate $8 in revenue.Wood is betting on software stocks that she expects to eventually grow in to the size of","listText":"“We are looking to the software providers who are actually right now where <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> was when we first bought it,” Wood, CEO and founder of Ark Investment Management LLC, told Bloomberg TV on Wednesday. While <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> is expected to do well over time, Ark is “onto the next thing,” she added.Wood further pointed out that the bigger market for artificial intelligence is actually in software. She said that for every dollar of hardware sold by <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , software suppliers and SaaS suppliers will generate $8 in revenue.Wood is betting on software stocks that she expects to eventually grow in to the size of","text":"“We are looking to the software providers who are actually right now where $NVIDIA Corp(NVDA)$ was when we first bought it,” Wood, CEO and founder of Ark Investment Management LLC, told Bloomberg TV on Wednesday. While $NVIDIA Corp(NVDA)$ is expected to do well over time, Ark is “onto the next thing,” she added.Wood further pointed out that the bigger market for artificial intelligence is actually in software. She said that for every dollar of hardware sold by $NVIDIA Corp(NVDA)$ , software suppliers and SaaS suppliers will generate $8 in revenue.Wood is betting on software stocks that she expects to eventually grow in to the size of","images":[{"img":"https://community-static.tradeup.com/news/9f3af83c92b50c23cd7d4c88b87bc551","width":"638","height":"266"},{"img":"https://community-static.tradeup.com/news/4f80a79329543605d20c1b4c72c8f89e","width":"948","height":"480"},{"img":"https://community-static.tradeup.com/news/a4802fcaead66c3f7556d9623e9ad154","width":"1400","height":"950"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182649050013696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182794191237128,"gmtCreate":1685636711025,"gmtModify":1685636714780,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Keep an eye on these. Good read&nbsp;","listText":"Keep an eye on these. Good read&nbsp;","text":"Keep an eye on these. Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182794191237128","repostId":"182649050013696","repostType":1,"repost":{"id":182649050013696,"gmtCreate":1685619567962,"gmtModify":1685620923582,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000419","idStr":"9000000000000419"},"themes":[],"title":"ARK Invests Turn to SaaS? One Article to Know Every Major Players","htmlText":"“We are looking to the software providers who are actually right now where <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> was when we first bought it,” Wood, CEO and founder of Ark Investment Management LLC, told Bloomberg TV on Wednesday. While <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> is expected to do well over time, Ark is “onto the next thing,” she added.Wood further pointed out that the bigger market for artificial intelligence is actually in software. She said that for every dollar of hardware sold by <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , software suppliers and SaaS suppliers will generate $8 in revenue.Wood is betting on software stocks that she expects to eventually grow in to the size of","listText":"“We are looking to the software providers who are actually right now where <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> was when we first bought it,” Wood, CEO and founder of Ark Investment Management LLC, told Bloomberg TV on Wednesday. While <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> is expected to do well over time, Ark is “onto the next thing,” she added.Wood further pointed out that the bigger market for artificial intelligence is actually in software. She said that for every dollar of hardware sold by <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> , software suppliers and SaaS suppliers will generate $8 in revenue.Wood is betting on software stocks that she expects to eventually grow in to the size of","text":"“We are looking to the software providers who are actually right now where $NVIDIA Corp(NVDA)$ was when we first bought it,” Wood, CEO and founder of Ark Investment Management LLC, told Bloomberg TV on Wednesday. While $NVIDIA Corp(NVDA)$ is expected to do well over time, Ark is “onto the next thing,” she added.Wood further pointed out that the bigger market for artificial intelligence is actually in software. She said that for every dollar of hardware sold by $NVIDIA Corp(NVDA)$ , software suppliers and SaaS suppliers will generate $8 in revenue.Wood is betting on software stocks that she expects to eventually grow in to the size of","images":[{"img":"https://community-static.tradeup.com/news/9f3af83c92b50c23cd7d4c88b87bc551","width":"638","height":"266"},{"img":"https://community-static.tradeup.com/news/4f80a79329543605d20c1b4c72c8f89e","width":"948","height":"480"},{"img":"https://community-static.tradeup.com/news/a4802fcaead66c3f7556d9623e9ad154","width":"1400","height":"950"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182649050013696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970469901,"gmtCreate":1684829710403,"gmtModify":1684829714074,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Intersting&nbsp;","listText":"Intersting&nbsp;","text":"Intersting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970469901","repostId":"2337782416","repostType":2,"repost":{"id":"2337782416","pubTimestamp":1684829397,"share":"https://ttm.financial/m/news/2337782416?lang=&edition=fundamental","pubTime":"2023-05-23 16:09","market":"us","language":"en","title":"Prediction: This Cathie Wood AI Stock Will Be a Top Ark Invest Holding by 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=2337782416","media":"Motley Fool","summary":"The coming release of Palantir AIP, its new AI platform, could lead Ark Invest to add more Palantir shares.","content":"<html><head></head><body><p>Ark Investment CEO Cathie Wood has described artificial intelligence (AI) as one of the major areas of innovation and describes the potential gains as &#34;astounding and shocking.&#34; Through various ETFs, her firm holds shares in numerous AI stocks and the technology is likely at least one major factor in why her investment firm has purchased stock in <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/ZM\">Zoom Video Communications</a>, <a href=\"https://laohu8.com/S/PATH\">UiPath</a>, and others.</p><p>The potential of AI likely also inspired Ark Invest to resume its investment in <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies </a>. Following the announcement of its AI platform, Palantir AIP, earlier this month, Ark bought more than 4 million shares. And given the potential of Palantir&#39;s AI technology, it could gain a position as one of Ark&#39;s top holdings in five years. Here&#39;s why.</p><h2>Ark&#39;s evolving views on Palantir</h2><p>Admittedly, the Palantir move might have come as a surprise given Ark&#39;s history with the stock. Ark held more than 30 million shares of Palantir in February 2022 before selling the entire position, according to data compiled by the website Cathie&#39;s Ark.</p><p>Brett Winton, who served as Ark&#39;s director of research at that time, cited &#34;competitive positioning within the government space&#34; and felt other stocks would serve Ark&#39;s funds better from a risk management perspective. Indeed, the price range of $9.50 per share to $12.18 per share where it sold almost all of the stock is significantly above the current price.</p><p>However, considering when Ark Invest bought those shares, those sales brought about massive losses. The company first added Palantir shares beginning in October 2020, soon after the initial public offering. It then accelerated its purchases between February 2021 and August 2021, a period when the stock usually sold for more than $23 per share and reached its record price of $45 per share.</p><p>Those purchases took its share count to more than 37 million at its peak in August 2021. Additionally, it held more than 30 million shares right before it closed its positions the following February.</p><h2>Ark&#39;s return to Palantir</h2><p>Ark stayed on the sidelines for over a year, going back into Palantir when it bought almost 6 million shares in the trading sessions following the first-quarter earnings report. That announcement and the launch of AIP appeared to inspire buying in the stock.</p><p>Other factors may have reinforced the decision to buy. Palantir reported its second consecutive quarter of positive net income and said it would probably remain profitable throughout the rest of the year. And although Wood is not a value investor, the price-to-sales (P/S) ratio of 12 is near historic lows, which could have also influenced the purchase.</p><p>Due to those purchases, Palantir is Ark&#39;s 32nd largest holding as of the time of this writing. Still, the company&#39;s large role in AI could eventually make Palantir a top holding for Ark. The AIP, which Palantir announced on April 27, reinforces a unique position in the AI market. AIP can monitor and control large language models (LLMs), handing off procedures for audits and human operations and helping enterprises comply with legal and regulatory audits.</p><p>Additionally, Palantir&#39;s existing AI models can reduce its tasks to numerous micro models, chaining them together through AI in an end-to-end solution. That approach delivers AI-driven insights immediately.</p><p>Furthermore, despite its classification as a &#34;big data&#34; company along the lines of <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> or Alteryx, no other company can replicate the types of analyses offered by Palantir. Considering its customer counts grew 41% yearly in Q1, more enterprises continue to turn to Palantir, especially in its commercial business. And since it is the only provider of this type of software, the lack of competition should increase potential returns, inspiring more investors to buy Palantir stock over time.</p><h2>Palantir as a top AI stock</h2><p>Ark Invest&#39;s return to Palantir confirms a level of AI strength that could make it a top holding by 2028. Although it holds a relatively small position today, Ark Invest has previously owned much larger amounts of Palantir shares, a possible indication it may do so again.</p><p>Moreover, no other company has built a product that competes with Palantir. With the company bolstering its AI with an additional module, it could inspire Ark Invest to make Palantir stock a leading Ark Invest position as more enterprises turn to its platforms.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: This Cathie Wood AI Stock Will Be a Top Ark Invest Holding by 2028</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\">\nPrediction: This Cathie Wood AI Stock Will Be a Top Ark Invest Holding by 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-23 16:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/22/prediction-cathie-wood-ai-stock-top-holding-2028/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark Investment CEO Cathie Wood has described artificial intelligence (AI) as one of the major areas of innovation and describes the potential gains as \"astounding and shocking.\" Through various ETFs, ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/22/prediction-cathie-wood-ai-stock-top-holding-2028/\">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.","ARKK":"ARK Innovation ETF"},"source_url":"https://www.fool.com/investing/2023/05/22/prediction-cathie-wood-ai-stock-top-holding-2028/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337782416","content_text":"Ark Investment CEO Cathie Wood has described artificial intelligence (AI) as one of the major areas of innovation and describes the potential gains as \"astounding and shocking.\" Through various ETFs, her firm holds shares in numerous AI stocks and the technology is likely at least one major factor in why her investment firm has purchased stock in Tesla, Zoom Video Communications, UiPath, and others.The potential of AI likely also inspired Ark Invest to resume its investment in Palantir Technologies . Following the announcement of its AI platform, Palantir AIP, earlier this month, Ark bought more than 4 million shares. And given the potential of Palantir's AI technology, it could gain a position as one of Ark's top holdings in five years. Here's why.Ark's evolving views on PalantirAdmittedly, the Palantir move might have come as a surprise given Ark's history with the stock. Ark held more than 30 million shares of Palantir in February 2022 before selling the entire position, according to data compiled by the website Cathie's Ark.Brett Winton, who served as Ark's director of research at that time, cited \"competitive positioning within the government space\" and felt other stocks would serve Ark's funds better from a risk management perspective. Indeed, the price range of $9.50 per share to $12.18 per share where it sold almost all of the stock is significantly above the current price.However, considering when Ark Invest bought those shares, those sales brought about massive losses. The company first added Palantir shares beginning in October 2020, soon after the initial public offering. It then accelerated its purchases between February 2021 and August 2021, a period when the stock usually sold for more than $23 per share and reached its record price of $45 per share.Those purchases took its share count to more than 37 million at its peak in August 2021. Additionally, it held more than 30 million shares right before it closed its positions the following February.Ark's return to PalantirArk stayed on the sidelines for over a year, going back into Palantir when it bought almost 6 million shares in the trading sessions following the first-quarter earnings report. That announcement and the launch of AIP appeared to inspire buying in the stock.Other factors may have reinforced the decision to buy. Palantir reported its second consecutive quarter of positive net income and said it would probably remain profitable throughout the rest of the year. And although Wood is not a value investor, the price-to-sales (P/S) ratio of 12 is near historic lows, which could have also influenced the purchase.Due to those purchases, Palantir is Ark's 32nd largest holding as of the time of this writing. Still, the company's large role in AI could eventually make Palantir a top holding for Ark. The AIP, which Palantir announced on April 27, reinforces a unique position in the AI market. AIP can monitor and control large language models (LLMs), handing off procedures for audits and human operations and helping enterprises comply with legal and regulatory audits.Additionally, Palantir's existing AI models can reduce its tasks to numerous micro models, chaining them together through AI in an end-to-end solution. That approach delivers AI-driven insights immediately.Furthermore, despite its classification as a \"big data\" company along the lines of Snowflake or Alteryx, no other company can replicate the types of analyses offered by Palantir. Considering its customer counts grew 41% yearly in Q1, more enterprises continue to turn to Palantir, especially in its commercial business. And since it is the only provider of this type of software, the lack of competition should increase potential returns, inspiring more investors to buy Palantir stock over time.Palantir as a top AI stockArk Invest's return to Palantir confirms a level of AI strength that could make it a top holding by 2028. Although it holds a relatively small position today, Ark Invest has previously owned much larger amounts of Palantir shares, a possible indication it may do so again.Moreover, no other company has built a product that competes with Palantir. With the company bolstering its AI with an additional module, it could inspire Ark Invest to make Palantir stock a leading Ark Invest position as more enterprises turn to its platforms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947850991,"gmtCreate":1682953159114,"gmtModify":1682953165160,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947850991","repostId":"1123398174","repostType":4,"repost":{"id":"1123398174","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":1682933657,"share":"https://ttm.financial/m/news/1123398174?lang=&edition=fundamental","pubTime":"2023-05-01 17:34","market":"us","language":"en","title":"NIO Delivered 6,658 Vehicles in April 2023, up 31.2% Year-Over-Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1123398174","media":"Tiger Newspress","summary":"NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company","content":"<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced its April 2023 delivery results.</p><p>NIO delivered 6,658 vehicles in April 2023, representing an increase of 31.2% year-over-year. The deliveries consisted of 1,713 premium smart electric SUVs, and 4,945 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 327,255 as of April 30, 2023.</p><p>In April 2023, the majority of deliveries were attributable to ET5 and ES7, while NIO has been upgrading its product offerings from NIO Technology 1.0 (NT1.0) to NIO Technology 2.0 (NT2.0).</p><p>In late April 2023, NIO started to steadily ramp up the production and delivery of the EC7, a five-seater smart electric flagship coupe SUV from NT2.0.</p><p>On April 18, 2023, NIO debuted the All-New ES6, a smart electric all-round SUV, at the Shanghai Auto Show. Derived from NT2.0, the All-New ES6 will bring user experiences beyond expectations in terms of design, performance, comfort, intelligence, safety, and sustainability. NIO expects to officially launch the All-New ES6 and commence deliveries in May 2023.</p><p>The All-New ES8, a smart electric flagship SUV based on NT2.0 that was launched at NIO Day 2022, is expected to commence deliveries in June 2023.</p><p>At the Shanghai Auto Show, NIO also launched the 2023 ET7, a smart electric flagship sedan based on NT2.0. The 2023 ET7 boasts more than 15 product upgrades, providing users with a more comfortable driving and riding experience, a more refined interior and a more intuitive digital experience. Deliveries of the 2023 ET7 will start in May 2023.</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>NIO Delivered 6,658 Vehicles in April 2023, up 31.2% Year-Over-Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Delivered 6,658 Vehicles in April 2023, up 31.2% Year-Over-Year\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\">2023-05-01 17:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced its April 2023 delivery results.</p><p>NIO delivered 6,658 vehicles in April 2023, representing an increase of 31.2% year-over-year. The deliveries consisted of 1,713 premium smart electric SUVs, and 4,945 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 327,255 as of April 30, 2023.</p><p>In April 2023, the majority of deliveries were attributable to ET5 and ES7, while NIO has been upgrading its product offerings from NIO Technology 1.0 (NT1.0) to NIO Technology 2.0 (NT2.0).</p><p>In late April 2023, NIO started to steadily ramp up the production and delivery of the EC7, a five-seater smart electric flagship coupe SUV from NT2.0.</p><p>On April 18, 2023, NIO debuted the All-New ES6, a smart electric all-round SUV, at the Shanghai Auto Show. Derived from NT2.0, the All-New ES6 will bring user experiences beyond expectations in terms of design, performance, comfort, intelligence, safety, and sustainability. NIO expects to officially launch the All-New ES6 and commence deliveries in May 2023.</p><p>The All-New ES8, a smart electric flagship SUV based on NT2.0 that was launched at NIO Day 2022, is expected to commence deliveries in June 2023.</p><p>At the Shanghai Auto Show, NIO also launched the 2023 ET7, a smart electric flagship sedan based on NT2.0. The 2023 ET7 boasts more than 15 product upgrades, providing users with a more comfortable driving and riding experience, a more refined interior and a more intuitive digital experience. Deliveries of the 2023 ET7 will start in May 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123398174","content_text":"NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced its April 2023 delivery results.NIO delivered 6,658 vehicles in April 2023, representing an increase of 31.2% year-over-year. The deliveries consisted of 1,713 premium smart electric SUVs, and 4,945 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 327,255 as of April 30, 2023.In April 2023, the majority of deliveries were attributable to ET5 and ES7, while NIO has been upgrading its product offerings from NIO Technology 1.0 (NT1.0) to NIO Technology 2.0 (NT2.0).In late April 2023, NIO started to steadily ramp up the production and delivery of the EC7, a five-seater smart electric flagship coupe SUV from NT2.0.On April 18, 2023, NIO debuted the All-New ES6, a smart electric all-round SUV, at the Shanghai Auto Show. Derived from NT2.0, the All-New ES6 will bring user experiences beyond expectations in terms of design, performance, comfort, intelligence, safety, and sustainability. NIO expects to officially launch the All-New ES6 and commence deliveries in May 2023.The All-New ES8, a smart electric flagship SUV based on NT2.0 that was launched at NIO Day 2022, is expected to commence deliveries in June 2023.At the Shanghai Auto Show, NIO also launched the 2023 ET7, a smart electric flagship sedan based on NT2.0. The 2023 ET7 boasts more than 15 product upgrades, providing users with a more comfortable driving and riding experience, a more refined interior and a more intuitive digital experience. Deliveries of the 2023 ET7 will start in May 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947827785,"gmtCreate":1682953032848,"gmtModify":1682953036935,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947827785","repostId":"1144737533","repostType":4,"repost":{"id":"1144737533","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1682940450,"share":"https://ttm.financial/m/news/1144737533?lang=&edition=fundamental","pubTime":"2023-05-01 19:27","market":"us","language":"en","title":"Biden Administration Could Delay Electric Vehicles Biofuel Program Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=1144737533","media":"Reuters","summary":"(Reuters) - The Biden administration could delay deciding whether to give electric vehicle (EV) manu","content":"<html><head></head><body><p>(Reuters) - The Biden administration could delay deciding whether to give electric vehicle (EV) manufacturers tradable credits for using electricity generated from renewable fuels, potentially putting the effort to boost EV automakers like <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> in political limbo, two sources familiar with the matter said.</p><p style=\"text-align: start;\">The Environmental Protection Agency (EPA) last year recommended adding EVs to the U.S. Renewable Fuel Standard (RFS), which incentivizes oil refiners to blend biofuels. The EPA under the Biden administration is now testing the legal limits of the liquid fuel program by extending it to EVs.</p><p>Under the RFS, oil refiners must blend billions of gallons of biofuels into the nation&#39;s fuel mix, or buy tradable credits called RINs from those that do.</p><p style=\"text-align: start;\">Adding EVs to the program would recognize the possibility that electric vehicles could be charged using power from the grid generated by renewable natural gas from agricultural methane and U.S. landfills. The EPA has proposed granting EV manufacturers tradable credits based on the amount of renewable electricity that makes it on the grid.</p><p style=\"text-align: start;\">It would also bring new stakeholders from the EV industry into a program that has long been a battleground for the powerful oil and corn lobbies. Renewable gas producers and EV manufacturers like Tesla have been jockeying to gain the most benefits from the new credits.</p><p>The EPA last year recommended adding EVs to the renewable fuel program when it proposed annual biofuel blending mandates from 2023 through 2025, but the administration has grown concerned that expected legal challenges to the EV measure will also block the routine quotas and are considering separating the two, the two sources said.</p><p style=\"text-align: start;\">The annual quotas are required under a court order to be finalized in June and decoupling the two measures robs the EV effort of a definitive timeline and infuses the effort with uncertainty.</p><p style=\"text-align: start;\">The EPA said it was considering comments on the proposed rulemaking from last year, but could not comment further.</p><p style=\"text-align: start;\">&#34;EPA staff are currently working to finalize the rule by the June 14 consent decree deadline,&#34; EPA spokesperson Timothy Carroll said.</p><p style=\"text-align: start;\">Using billions of dollars of taxpayer subsidies, transforming the nation&#39;s car fleet to EVs is a central part of U.S. President Joe Biden&#39;s climate change plan and any delays could hamper his goal of cutting greenhouse gas emissions and targeting 50% of new vehicle sales being electric by 2030.</p><p>The House of Representatives&#39; Energy and Commerce Committee this week wrote to the EPA to challenge the EV program, arguing that the RFS was intended to center on liquid transportation fuels and not to electrify transportation.</p><p style=\"text-align: start;\">The November proposal foresaw EV manufacturers could generate as many as 600 million credits in 2024 and 1.2 billion of them by 2025.</p><p style=\"text-align: start;\">The delay for finalizing the EV program, however, opens up the possibility that volume mandates made available for it could be shepherded toward other renewable fuel pools, including blending mandates for renewable diesel and sustainable aviation fuel (SAF).</p><p style=\"text-align: start;\">Producers of those fuels have been lobbying the administration for months, arguing that proposed volume mandates for renewable diesel and SAF were far too low for the amount of capacity coming online to make those fuels.</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>Biden Administration Could Delay Electric Vehicles Biofuel Program Decision</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\">\nBiden Administration Could Delay Electric Vehicles Biofuel Program Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-01 19:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The Biden administration could delay deciding whether to give electric vehicle (EV) manufacturers tradable credits for using electricity generated from renewable fuels, potentially putting the effort to boost EV automakers like <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> in political limbo, two sources familiar with the matter said.</p><p style=\"text-align: start;\">The Environmental Protection Agency (EPA) last year recommended adding EVs to the U.S. Renewable Fuel Standard (RFS), which incentivizes oil refiners to blend biofuels. The EPA under the Biden administration is now testing the legal limits of the liquid fuel program by extending it to EVs.</p><p>Under the RFS, oil refiners must blend billions of gallons of biofuels into the nation&#39;s fuel mix, or buy tradable credits called RINs from those that do.</p><p style=\"text-align: start;\">Adding EVs to the program would recognize the possibility that electric vehicles could be charged using power from the grid generated by renewable natural gas from agricultural methane and U.S. landfills. The EPA has proposed granting EV manufacturers tradable credits based on the amount of renewable electricity that makes it on the grid.</p><p style=\"text-align: start;\">It would also bring new stakeholders from the EV industry into a program that has long been a battleground for the powerful oil and corn lobbies. Renewable gas producers and EV manufacturers like Tesla have been jockeying to gain the most benefits from the new credits.</p><p>The EPA last year recommended adding EVs to the renewable fuel program when it proposed annual biofuel blending mandates from 2023 through 2025, but the administration has grown concerned that expected legal challenges to the EV measure will also block the routine quotas and are considering separating the two, the two sources said.</p><p style=\"text-align: start;\">The annual quotas are required under a court order to be finalized in June and decoupling the two measures robs the EV effort of a definitive timeline and infuses the effort with uncertainty.</p><p style=\"text-align: start;\">The EPA said it was considering comments on the proposed rulemaking from last year, but could not comment further.</p><p style=\"text-align: start;\">&#34;EPA staff are currently working to finalize the rule by the June 14 consent decree deadline,&#34; EPA spokesperson Timothy Carroll said.</p><p style=\"text-align: start;\">Using billions of dollars of taxpayer subsidies, transforming the nation&#39;s car fleet to EVs is a central part of U.S. President Joe Biden&#39;s climate change plan and any delays could hamper his goal of cutting greenhouse gas emissions and targeting 50% of new vehicle sales being electric by 2030.</p><p>The House of Representatives&#39; Energy and Commerce Committee this week wrote to the EPA to challenge the EV program, arguing that the RFS was intended to center on liquid transportation fuels and not to electrify transportation.</p><p style=\"text-align: start;\">The November proposal foresaw EV manufacturers could generate as many as 600 million credits in 2024 and 1.2 billion of them by 2025.</p><p style=\"text-align: start;\">The delay for finalizing the EV program, however, opens up the possibility that volume mandates made available for it could be shepherded toward other renewable fuel pools, including blending mandates for renewable diesel and sustainable aviation fuel (SAF).</p><p style=\"text-align: start;\">Producers of those fuels have been lobbying the administration for months, arguing that proposed volume mandates for renewable diesel and SAF were far too low for the amount of capacity coming online to make those fuels.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车","GM":"通用汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144737533","content_text":"(Reuters) - The Biden administration could delay deciding whether to give electric vehicle (EV) manufacturers tradable credits for using electricity generated from renewable fuels, potentially putting the effort to boost EV automakers like Tesla  in political limbo, two sources familiar with the matter said.The Environmental Protection Agency (EPA) last year recommended adding EVs to the U.S. Renewable Fuel Standard (RFS), which incentivizes oil refiners to blend biofuels. The EPA under the Biden administration is now testing the legal limits of the liquid fuel program by extending it to EVs.Under the RFS, oil refiners must blend billions of gallons of biofuels into the nation's fuel mix, or buy tradable credits called RINs from those that do.Adding EVs to the program would recognize the possibility that electric vehicles could be charged using power from the grid generated by renewable natural gas from agricultural methane and U.S. landfills. The EPA has proposed granting EV manufacturers tradable credits based on the amount of renewable electricity that makes it on the grid.It would also bring new stakeholders from the EV industry into a program that has long been a battleground for the powerful oil and corn lobbies. Renewable gas producers and EV manufacturers like Tesla have been jockeying to gain the most benefits from the new credits.The EPA last year recommended adding EVs to the renewable fuel program when it proposed annual biofuel blending mandates from 2023 through 2025, but the administration has grown concerned that expected legal challenges to the EV measure will also block the routine quotas and are considering separating the two, the two sources said.The annual quotas are required under a court order to be finalized in June and decoupling the two measures robs the EV effort of a definitive timeline and infuses the effort with uncertainty.The EPA said it was considering comments on the proposed rulemaking from last year, but could not comment further.\"EPA staff are currently working to finalize the rule by the June 14 consent decree deadline,\" EPA spokesperson Timothy Carroll said.Using billions of dollars of taxpayer subsidies, transforming the nation's car fleet to EVs is a central part of U.S. President Joe Biden's climate change plan and any delays could hamper his goal of cutting greenhouse gas emissions and targeting 50% of new vehicle sales being electric by 2030.The House of Representatives' Energy and Commerce Committee this week wrote to the EPA to challenge the EV program, arguing that the RFS was intended to center on liquid transportation fuels and not to electrify transportation.The November proposal foresaw EV manufacturers could generate as many as 600 million credits in 2024 and 1.2 billion of them by 2025.The delay for finalizing the EV program, however, opens up the possibility that volume mandates made available for it could be shepherded toward other renewable fuel pools, including blending mandates for renewable diesel and sustainable aviation fuel (SAF).Producers of those fuels have been lobbying the administration for months, arguing that proposed volume mandates for renewable diesel and SAF were far too low for the amount of capacity coming online to make those fuels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947162230,"gmtCreate":1682685269320,"gmtModify":1682685273492,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative.","listText":"Very informative.","text":"Very informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947162230","repostId":"1192622861","repostType":2,"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9948237602,"gmtCreate":1680710942607,"gmtModify":1680710944445,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948237602","repostId":"2324987269","repostType":4,"repost":{"id":"2324987269","pubTimestamp":1680708485,"share":"https://ttm.financial/m/news/2324987269?lang=&edition=fundamental","pubTime":"2023-04-05 23:28","market":"us","language":"en","title":"4 Best Stocks to Set You Up for Early Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=2324987269","media":"Motley Fool","summary":"Cloudflare, ServiceNow, The Trade Desk, and Airbnb are all long-term winners.","content":"<html><head></head><body><p>When most investors think of retirement-oriented stocks, they probably think of dusty dividend stalwarts like <strong>Johnson &amp; Johnson</strong> and <strong>Coca-Cola</strong>, which generate stable returns and pay reliable dividends. Those types of blue chips are solid long-term investments, but they probably won&#39;t help you retire ahead of schedule.</p><p>If you&#39;re willing to take on a little more risk to generate bigger gains, then you should probably look beyond the slower-growth dividend stocks and diversify your retirement portfolio with a few growth stock entries as well. Here are four higher-growth stocks to consider: <strong>Cloudflare</strong>, <strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a></strong>, <strong>The Trade Desk</strong>, and <strong>Airbnb</strong>.</p><h2>1. Cloudflare</h2><p>Cloudflare&#39;s cloud-based content delivery network (CDN) accelerates the delivery of digital content for websites. Its integrated cybersecurity tools also shield websites from bot-based attacks. It already serves up data from more 285 cities across more than 100 countries, and it processes about 45 million HTTP requests every second.</p><p>Cloudflare considers itself to be a &#34;water filtration&#34; system for the internet, and predicts that the market&#39;s demand for its services will continue to rise as internet speeds increase, websites host more bandwidth-heavy content, and bot-based attacks evolve.</p><p>The market&#39;s demand for Cloudflare&#39;s services is soaring, and analysts expect its revenue to rise at a compound annual growth rate (CAGR) of 35% from 2022 to 2025. Its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is also expected to grow at a CAGR of 40%. Cloudflare&#39;s stock might not seem cheap at 15 times this year&#39;s projected sales, but I believe its growth potential justifies that premium valuation.</p><h2>2. ServiceNow</h2><p>ServiceNow&#39;s cloud-based digital workflow platform helps companies optimize their workflows and streamline their operations. It served over 7,700 customers at the end of 2022, including approximately 85% of the Fortune 500.</p><p>ServiceNow believes it will benefit from the digital transformations of workplaces and the rise of hybrid and remote work. Its business model is well-insulated from the macro headwinds, since economic downturns often drive companies to use its tools more frequently to cut costs and improve their operating efficiency.</p><p>ServiceNow believes it can generate more than $16 billion in revenue in 2026, which implies its top line will still grow at a CAGR of at least 21% from 2022 to 2026. Unlike many other high-growth cloud software companies, ServiceNow is also consistently profitable on a generally accepted accounting principles (GAAP) basis. It might seem a bit expensive at 10 times this year&#39;s sales, but it still has plenty of room to run.</p><h2>3. The Trade Desk</h2><p>The Trade Desk is the world&#39;s largest independent demand-side platform (DSP) for digital ads. DSPs enable advertisers to place automated bids on ad space across a wide range of desktop, mobile, and connected TV (CTV) platforms.</p><p>The Trade Desk benefits from the market&#39;s growing demand for digital ads that aren&#39;t locked into the &#34;walled gardens&#34; of <strong>Alphabet</strong>&#39;s Google or<strong> Meta</strong>&#39;s Facebook and Instagram. The growth of ad-supported streaming video services across that &#34;open internet&#34; has also boosted its CTV revenue.</p><p>Like many advertising-oriented companies, The Trade Desk&#39;s growth cooled off over the past year as the industry was rattled by macro headwinds. But from 2022 to 2025, analysts still expect its revenue to grow at a CAGR of 22% as its adjusted EBITDA increases at a CAGR of 20%. Its stock isn&#39;t cheap at 15 times this year&#39;s sales, but it will likely remain one of the most reliable ad tech plays for the foreseeable future.</p><h2>4. Airbnb</h2><p>Airbnb established an early mover&#39;s advantage in the short-term rentals space, and it remains the market leader with 393.7 million nights and experiences booked in 2022.</p><p>Airbnb&#39;s business model is often considered resistant to inflation and other macro headwinds for two simple reasons: Travelers will often pick cheaper Airbnb rentals instead of hotels when their budgets are tighter, while property owners will be more inclined to rent out their properties to generate passive income during economic downturns.</p><p>Airbnb suffered a severe slowdown during the pandemic, but it&#39;s generated impressive growth since those lockdowns ended. Between 2022 and 2025, its annual revenue is expected to grow at a CAGR of 15% as its adjusted EBITDA rises at a CAGR of 18%.</p><p>We should take those estimates with a grain of salt, since Airbnb still faces regulatory challenges and competition from other short-term rental platforms, but its stock seems reasonably valued right now at 7 times this year&#39;s sales. If you believe Airbnb will remain synonymous with short-term rentals, it could be a great long-term buy for your retirement portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Best Stocks to Set You Up for Early Retirement</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\">\n4 Best Stocks to Set You Up for Early Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/4-best-stocks-to-set-you-up-for-early-retirement/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When most investors think of retirement-oriented stocks, they probably think of dusty dividend stalwarts like Johnson & Johnson and Coca-Cola, which generate stable returns and pay reliable dividends....</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/4-best-stocks-to-set-you-up-for-early-retirement/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","NOW":"ServiceNow","NET":"Cloudflare, Inc.","TTD":"Trade Desk Inc."},"source_url":"https://www.fool.com/investing/2023/04/04/4-best-stocks-to-set-you-up-for-early-retirement/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324987269","content_text":"When most investors think of retirement-oriented stocks, they probably think of dusty dividend stalwarts like Johnson & Johnson and Coca-Cola, which generate stable returns and pay reliable dividends. Those types of blue chips are solid long-term investments, but they probably won't help you retire ahead of schedule.If you're willing to take on a little more risk to generate bigger gains, then you should probably look beyond the slower-growth dividend stocks and diversify your retirement portfolio with a few growth stock entries as well. Here are four higher-growth stocks to consider: Cloudflare, ServiceNow, The Trade Desk, and Airbnb.1. CloudflareCloudflare's cloud-based content delivery network (CDN) accelerates the delivery of digital content for websites. Its integrated cybersecurity tools also shield websites from bot-based attacks. It already serves up data from more 285 cities across more than 100 countries, and it processes about 45 million HTTP requests every second.Cloudflare considers itself to be a \"water filtration\" system for the internet, and predicts that the market's demand for its services will continue to rise as internet speeds increase, websites host more bandwidth-heavy content, and bot-based attacks evolve.The market's demand for Cloudflare's services is soaring, and analysts expect its revenue to rise at a compound annual growth rate (CAGR) of 35% from 2022 to 2025. Its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is also expected to grow at a CAGR of 40%. Cloudflare's stock might not seem cheap at 15 times this year's projected sales, but I believe its growth potential justifies that premium valuation.2. ServiceNowServiceNow's cloud-based digital workflow platform helps companies optimize their workflows and streamline their operations. It served over 7,700 customers at the end of 2022, including approximately 85% of the Fortune 500.ServiceNow believes it will benefit from the digital transformations of workplaces and the rise of hybrid and remote work. Its business model is well-insulated from the macro headwinds, since economic downturns often drive companies to use its tools more frequently to cut costs and improve their operating efficiency.ServiceNow believes it can generate more than $16 billion in revenue in 2026, which implies its top line will still grow at a CAGR of at least 21% from 2022 to 2026. Unlike many other high-growth cloud software companies, ServiceNow is also consistently profitable on a generally accepted accounting principles (GAAP) basis. It might seem a bit expensive at 10 times this year's sales, but it still has plenty of room to run.3. The Trade DeskThe Trade Desk is the world's largest independent demand-side platform (DSP) for digital ads. DSPs enable advertisers to place automated bids on ad space across a wide range of desktop, mobile, and connected TV (CTV) platforms.The Trade Desk benefits from the market's growing demand for digital ads that aren't locked into the \"walled gardens\" of Alphabet's Google or Meta's Facebook and Instagram. The growth of ad-supported streaming video services across that \"open internet\" has also boosted its CTV revenue.Like many advertising-oriented companies, The Trade Desk's growth cooled off over the past year as the industry was rattled by macro headwinds. But from 2022 to 2025, analysts still expect its revenue to grow at a CAGR of 22% as its adjusted EBITDA increases at a CAGR of 20%. Its stock isn't cheap at 15 times this year's sales, but it will likely remain one of the most reliable ad tech plays for the foreseeable future.4. AirbnbAirbnb established an early mover's advantage in the short-term rentals space, and it remains the market leader with 393.7 million nights and experiences booked in 2022.Airbnb's business model is often considered resistant to inflation and other macro headwinds for two simple reasons: Travelers will often pick cheaper Airbnb rentals instead of hotels when their budgets are tighter, while property owners will be more inclined to rent out their properties to generate passive income during economic downturns.Airbnb suffered a severe slowdown during the pandemic, but it's generated impressive growth since those lockdowns ended. Between 2022 and 2025, its annual revenue is expected to grow at a CAGR of 15% as its adjusted EBITDA rises at a CAGR of 18%.We should take those estimates with a grain of salt, since Airbnb still faces regulatory challenges and competition from other short-term rental platforms, but its stock seems reasonably valued right now at 7 times this year's sales. If you believe Airbnb will remain synonymous with short-term rentals, it could be a great long-term buy for your retirement portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201773363028096,"gmtCreate":1690297522018,"gmtModify":1690297525828,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201773363028096","repostId":"2354338651","repostType":2,"repost":{"id":"2354338651","pubTimestamp":1690299084,"share":"https://ttm.financial/m/news/2354338651?lang=&edition=fundamental","pubTime":"2023-07-25 23:31","market":"us","language":"en","title":"3 AI Stocks to Sell Before the Competition Crushes Them","url":"https://stock-news.laohu8.com/highlight/detail?id=2354338651","media":"InvestorPlace","summary":"AI stocks are on fire. But these three are unlikely to be the long-term winners from this technology, making them the top AI stocks to sell.","content":"<html><head></head><body><ul><li><p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.</p></li><li><p><strong>C3.ai</strong> (<strong><u>AI</u></strong>): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating interest.</p></li><li><p><strong>Upstart</strong> (<strong><u>UPST</u></strong>): This FinTech company is using AI gloss to improve the appearance of its otherwise underwhelming lending platform.</p></li><li><p><strong>SoundHound AI</strong> (<strong><u>SOUN</u></strong>): The voice AI company’s market cap has run far ahead of its revenues or business prospects.</p></li></ul><p>Traders have made artificial intelligence (<strong>AI</strong>) 2023’s hottest investing theme and with good reason. It’s truly remarkable how quickly generative AI solutions have developed in chatbot and image generation fields. However, this technology has created a lot of overvalued AI stocks.</p><p>Reportedly, there were approximately 2,000 companies involved in the U.S. car industry in its early years; within a short period, this dropped to less than 100. In later decades, it would fall to just a handful of surviving U.S. automakers. In a similar way, we’re seeing an endless number of firms entering the AI field, hoping to cash in on this emerging technology.</p><p>Just as we saw with cars, however, there will be a winnowing of the AI arena, especially as the existing tech titans are now deploying serious capital in the field. That will lead many second or third-tier AI stocks to decline. In particular, it’s time to consider dumping these three AI stocks to sell before the competition crushes them.</p><h2 id=\"id_4295613\">C3.ai (AI)</h2><p><strong>C3.ai </strong>(NYSE: <strong>AI</strong>) is an enterprise software company that offers solutions for data analysis, customer relationship management tools, predictive analytics, and more.</p><p>The company was launched with a focus on the energy industry and was previously named C3 Energy Management and then C3 IoT before its current moniker. That speaks to C3’s challenges in finding a working business model. When oil prices were high, C3 wanted to benefit from that enthusiasm. Then it leaned into the Internet of Things phenomenon for a few years. Now C3 wants investors to view it as a sleek AI play.</p><p>The truth is rather less exciting. C3 has a meaningful enterprise software business, but one that has little relation to the generative consumer AI applications we’ve seen take off in 2023.</p><p>And C3’s actual business has barely shown a pulse this year, despite the AI enthusiasm. For the quarter ending April 30, 2023, C3.ai’s revenues were up a measly 0.1% — from $72.3 million to $72.4 million — vs. the same quarter of 2022. The AI revolution may be here, but there’s little evidence that C3.ai will be leading the way forward.</p><h2 id=\"id_3936393480\">Upstart (UPST)</h2><p><strong>Upstart </strong>(NASDAQ: <strong>UPST</strong>) is a FinTech company focused on lending. The company rose to prominence in 2021, with shares surging nearly tenfold in 2021 amid the vigorous tech stock rally of that year.</p><p>However, Upstart’s business never came close to justifying the peak $400 share price. Soon, UPST stock lost more than 90% of its value as the company’s operations ran massive losses.</p><p>Upstart stock has staged an unlikely comeback this year, however. Thanks to the company’s marketing of itself as an AI-powered lending platform, traders have started rushing back into UPST stock again. Like in 2021, this is bound to end badly.</p><p>That’s because, while the stock price may be up, Upstart’s actual business is imploding. Last quarter, the company’s revenues plunged 67% to just $103 million. Total loans originated sunk 78% year-over-year. The company lost $132 million from operations in a single quarter. Upstart may have AI-powered loans, but there has not proven to be much demand for or profitability generated by said loans.</p><h2 id=\"id_446611424\">SoundHound AI (SOUN)</h2><p><strong>SoundHound AI </strong>(NASDAQ: <strong>SOUN</strong>) is developing AI-powered voice tools and solutions. Its Houndify platform aims to help brands generate voice assistants, speech recognition, text-to-speech tools and other related offerings.</p><p>Given the excitement around generative AI, it’s not surprising that traders have gotten excited about SOUN stock, with average trading volume hitting nearly 15 million shares per day.</p><p>Unfortunately, the hype may be well ahead of the actual product’s utility to customers at this point. SoundHound AI generated just $31 million in revenues last year, and analysts see that growing to $45 million this year. That’s a respectable growth rate but still adds up to a rather diminutive overall operation.</p><p>SoundHound AI is running sizable losses, and analysts expect the company to continue losing money through at least 2025. And, despite the low share price, SoundHound AI is not cheap. With its large outstanding share count, the company actually has a market capitalization of almost $700 million. That’s simply a massive price tag for a small money-losing operation such as SoundHound AI.</p></body></html>","source":"investorplace_stock_picks","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>3 AI Stocks to Sell Before the Competition Crushes Them</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\">\n3 AI Stocks to Sell Before the Competition Crushes Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOUN":"SoundHound AI Inc","AI":"C3.ai, Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://investorplace.com/2023/07/3-ai-stocks-to-sell-before-the-competition-crushes-them/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354338651","content_text":"AI stocks are soaring, but these three overhyped picks are set to plunge once the hype wears off.C3.ai (AI): C3.ai isn’t focused on the sorts of consumer AI solutions that are currently generating interest.Upstart (UPST): This FinTech company is using AI gloss to improve the appearance of its otherwise underwhelming lending platform.SoundHound AI (SOUN): The voice AI company’s market cap has run far ahead of its revenues or business prospects.Traders have made artificial intelligence (AI) 2023’s hottest investing theme and with good reason. It’s truly remarkable how quickly generative AI solutions have developed in chatbot and image generation fields. However, this technology has created a lot of overvalued AI stocks.Reportedly, there were approximately 2,000 companies involved in the U.S. car industry in its early years; within a short period, this dropped to less than 100. In later decades, it would fall to just a handful of surviving U.S. automakers. In a similar way, we’re seeing an endless number of firms entering the AI field, hoping to cash in on this emerging technology.Just as we saw with cars, however, there will be a winnowing of the AI arena, especially as the existing tech titans are now deploying serious capital in the field. That will lead many second or third-tier AI stocks to decline. In particular, it’s time to consider dumping these three AI stocks to sell before the competition crushes them.C3.ai (AI)C3.ai (NYSE: AI) is an enterprise software company that offers solutions for data analysis, customer relationship management tools, predictive analytics, and more.The company was launched with a focus on the energy industry and was previously named C3 Energy Management and then C3 IoT before its current moniker. That speaks to C3’s challenges in finding a working business model. When oil prices were high, C3 wanted to benefit from that enthusiasm. Then it leaned into the Internet of Things phenomenon for a few years. Now C3 wants investors to view it as a sleek AI play.The truth is rather less exciting. C3 has a meaningful enterprise software business, but one that has little relation to the generative consumer AI applications we’ve seen take off in 2023.And C3’s actual business has barely shown a pulse this year, despite the AI enthusiasm. For the quarter ending April 30, 2023, C3.ai’s revenues were up a measly 0.1% — from $72.3 million to $72.4 million — vs. the same quarter of 2022. The AI revolution may be here, but there’s little evidence that C3.ai will be leading the way forward.Upstart (UPST)Upstart (NASDAQ: UPST) is a FinTech company focused on lending. The company rose to prominence in 2021, with shares surging nearly tenfold in 2021 amid the vigorous tech stock rally of that year.However, Upstart’s business never came close to justifying the peak $400 share price. Soon, UPST stock lost more than 90% of its value as the company’s operations ran massive losses.Upstart stock has staged an unlikely comeback this year, however. Thanks to the company’s marketing of itself as an AI-powered lending platform, traders have started rushing back into UPST stock again. Like in 2021, this is bound to end badly.That’s because, while the stock price may be up, Upstart’s actual business is imploding. Last quarter, the company’s revenues plunged 67% to just $103 million. Total loans originated sunk 78% year-over-year. The company lost $132 million from operations in a single quarter. Upstart may have AI-powered loans, but there has not proven to be much demand for or profitability generated by said loans.SoundHound AI (SOUN)SoundHound AI (NASDAQ: SOUN) is developing AI-powered voice tools and solutions. Its Houndify platform aims to help brands generate voice assistants, speech recognition, text-to-speech tools and other related offerings.Given the excitement around generative AI, it’s not surprising that traders have gotten excited about SOUN stock, with average trading volume hitting nearly 15 million shares per day.Unfortunately, the hype may be well ahead of the actual product’s utility to customers at this point. SoundHound AI generated just $31 million in revenues last year, and analysts see that growing to $45 million this year. That’s a respectable growth rate but still adds up to a rather diminutive overall operation.SoundHound AI is running sizable losses, and analysts expect the company to continue losing money through at least 2025. And, despite the low share price, SoundHound AI is not cheap. With its large outstanding share count, the company actually has a market capitalization of almost $700 million. That’s simply a massive price tag for a small money-losing operation such as SoundHound AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942337636,"gmtCreate":1681132961425,"gmtModify":1681132964894,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942337636","repostId":"2326169605","repostType":2,"repost":{"id":"2326169605","pubTimestamp":1681125337,"share":"https://ttm.financial/m/news/2326169605?lang=&edition=fundamental","pubTime":"2023-04-10 19:15","market":"us","language":"en","title":"3 Top Tech Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2326169605","media":"Motley Fool","summary":"These beaten-down tech names could make a comeback in 2023.","content":"<html><head></head><body><p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too much during the pandemic are also in the process of streamlining their operations, with a focus on efficiency and profitability.</p><p>That bodes well for these three innovators as we come out of this interest rate-raising cycle. But while the economic slowdown may persist for a while, these tech stocks could take off well before business picks back up, making these three stocks prime buys for the month of April.</p><h2>Amazon</h2><p>Perhaps the poster child for pandemic-era excesses, <strong>Amazon</strong> is now pivoting to efficiency in a big way, which should pay dividends for shareholders. With the stock still 46% below all-time highs, investors would be wise to pick up shares of this undisputed leader in both e-commerce and cloud computing this month.</p><p>When the pandemic was in full swing, Amazon decided to hire workers and expand its distribution and logistics platform as much as needed. Because a lot of these decisions on construction are made with a multiyear lag, that spending continued into early 2022, even as growth decelerated following the COVID boom in e-commerce sales.</p><p>But Amazon now seems deadly serious about pivoting to efficiency. After announcing 10,000 layoffs late last year, the company upped that figure to 18,000 layoffs in January, before adding another 9,000 layoffs on March 20. That&#39;s obviously not great for workers, but it&#39;s probably needed, as Amazon had added more than 800,000 workers between 2019 and 2021, more doubling its workforce.</p><p>There are also some hints that Amazon&#39;s efficiency drive, which began about a year ago, is already bearing fruit. One particular metric I look at is Amazon&#39;s growth in shipping costs versus the growth in paid units delivered, which Amazon discloses in its filings. During the pandemic, Amazon&#39;s units shipped skyrocketed, but shipping costs actually increased by an even greater amount every quarter through the first two quarters of 2022. However, beginning in the third quarter of 2022, shipping cost growth fell beneath paid units growth.</p><p>That bodes well for improving profitability in the core e-commerce segment in 2023. In addition, Amazon&#39;s percentage of sales from third-party sellers is steadily increasing, making up 59% of sales last quarter, and should also help profits as those sales tend to be higher-profit than sales Amazon makes from its own inventory. And Amazon&#39;s advertising services continue to roll along, achieving a very respectable 23% growth rate in constant currency last quarter, even as the larger advertising world is in a downturn.</p><p>There are also some concerns about a slowdown in Amazon Web Services (AWS), which is understandable given the current deceleration in that unit. However, AWS is helping a broad cross-section of its customers look to cut costs all at once, as interest rate increases affect a broader proportion of customers than the pandemic did. However, Amazon&#39;s long-term customer commitments grew 37.3% last year, well exceeding revenue growth of 20%, as revenue is recorded based on current usage. So with solid growth in long-term contracts, AWS appears to still have a lot of growth ahead.</p><p>Moreover, the advent of generative artificial intelligence will only increase demand for computing power, which should benefit not just Amazon&#39;s rivals but also AWS, which provides access to supercomputing tools developers and start-ups need to make AI work. It&#39;s early stages in the AI wars, and one can be sure that AWS, with its cloud computing market share lead, won&#39;t be left on the sidelines.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96dcb3b854d087a69aac955d51a270d0\" tg-width=\"700\" tg-height=\"466\"/></p><p>E-commerce names have been beaten-down, but some look cheap today. Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></h2><p>The fintech sector broadly, and <strong>PayPal</strong> specifically, had a very bad year in 2022, and the stock still sits more than 76% below its all-time highs of late 2021. Moreover, PayPal&#39;s forward P/E ratio has fallen to just over 15 times this year&#39;s expected earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/652cc0421a26a04a706d54b3bc592180\" tg-width=\"720\" tg-height=\"449\"/></p><p>PYPL Percent Off All-Time High data by YCharts</p><p>Yet the growth and profitability headwinds that PayPal faced last year has recently shown signs of bottoming out. Last quarter, revenue grew 7% and 9% on a constant-currency basis. Adjusted for the loss of the <strong><a href=\"https://laohu8.com/S/EBAY\">eBay</a></strong> contract that has been rolling off over the past four years, growth was 8% and 10% on a constant currency basis. The last of the eBay roll-off occurred in the third quarter of 2022; therefore, PayPal&#39;s headline revenue growth could get a boost starting in the fourth quarter, as it will no longer be comping against that headwind.</p><p>The Q4 growth rate is no doubt a deceleration from PayPal&#39;s heady growth of 2020 and 2021, but at this current valuation, it&#39;s not that bad, especially if PayPal can remain highly profitable. </p><p>The good news on that front is that PayPal seems to be turning its declining margins around. After margins declined significantly from late 2021 through the second quarter of 2022, PayPal has shown two consecutive quarters of sequential improvements in non-GAAP operating margins, increasing from 19.1% in the second quarter 2022 to 22.9% in the fourth quarter. Yes, that&#39;s still below peak operating margins of 25.1% back in 2020, but it&#39;s still headed in the right direction. Earnings per share also accelerated to 11% growth in Q4, reversing three straight quarters of EPS declines.</p><p>Unlike some other high-growth tech peers, PayPal also generates significant free cash flow, and it has a solid balance sheet, with $15.9 billion in cash against just $10.8 billion in debt. Despite 2022 being an off year in which growth decelerated and earnings came down, PayPal still generated $5.1 billion in free cash flow, returning $4.2 billion of that to shareholders in the form of share repurchases.</p><p>That&#39;s a positive use of cash when the stock is this cheap, and it&#39;s likely to benefit shareholders when PayPal emerges from the downturn. PayPal has a relatively diverse business across branded checkout, merchant payment processing, the Venmo P2P platform, working capital loans, and buy-now-pay-later services. That diversity should generate consistent cash flow through a cycle, allowing PayPal to both repurchase stock and invest in new growth drivers, either organically or through acquisitions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb9d61e5386cc16d51bb865951761b7d\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2>Dell Technologies</h2><p>PC and server leader <strong>Dell Technologies</strong> is currently feeling the fallout of the worst PC downturn in modern history -- a bitter hangover from the booming PC sales during the pandemic. But the good news is, Dell is handling this downturn rather well. Its client solutions group plunged 23% last quarter, but the unit, which sells PCs to both consumers and businesses, was still profitable, with segment operating income of $671 million.</p><p>While Dell might be clouded with the reputation of the difficult PC business, Dell now currently makes the majority of operating profits from its server segment. While that unit is also slowing, it did post 7% growth last quarter, but an even more encouraging 40% growth in operating income, as Dell is able to grow revenue without a meaningful increase in costs.</p><p>Dell actually has the leading market share in the server industry today. And while businesses may slow down their data center purchases in the near term, the emerging artificial intelligence wars should propel demand for high-performance servers over the long run and be a longer-term tailwind.</p><p>In addition, there could be a brewing turnaround in PCs. A recent note from Trendforce research projects an 11% quarter-over-quarter improvement in notebook shipments. While that is off an extremely low base in the first quarter and would still leave shipments far below last year&#39;s levels, it could at least indicate that the PC market may be bottoming out here.</p><p>Anticipating a downturn, investors have sold off Dell to just 5.3 times its 2022 adjusted earnings per share. That&#39;s absurdly cheap. But even if Dell does see some additional profit declines in the near term, the company should remain profitable overall and continue paying out its growing 3.6% dividend regardless. Once the economy and rate environment normalizes, this bargain-priced stock should take off again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Tech Stocks to Buy in April</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\">\n3 Top Tech Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","DELL":"戴尔","BK4527":"明星科技股","BK4535":"淡马锡持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4122":"互联网与直销零售","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","PYPL":"PayPal","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4534":"瑞士信贷持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","AMZN":"亚马逊","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4551":"寇图资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4503":"景林资产持仓","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://www.fool.com/investing/2023/04/10/3-top-tech-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326169605","content_text":"While the tech sector has bounced back somewhat to start 2023, many of the best technology stocks are still far below their highs. Not only that, but many tech companies that overhired or spent too much during the pandemic are also in the process of streamlining their operations, with a focus on efficiency and profitability.That bodes well for these three innovators as we come out of this interest rate-raising cycle. But while the economic slowdown may persist for a while, these tech stocks could take off well before business picks back up, making these three stocks prime buys for the month of April.AmazonPerhaps the poster child for pandemic-era excesses, Amazon is now pivoting to efficiency in a big way, which should pay dividends for shareholders. With the stock still 46% below all-time highs, investors would be wise to pick up shares of this undisputed leader in both e-commerce and cloud computing this month.When the pandemic was in full swing, Amazon decided to hire workers and expand its distribution and logistics platform as much as needed. Because a lot of these decisions on construction are made with a multiyear lag, that spending continued into early 2022, even as growth decelerated following the COVID boom in e-commerce sales.But Amazon now seems deadly serious about pivoting to efficiency. After announcing 10,000 layoffs late last year, the company upped that figure to 18,000 layoffs in January, before adding another 9,000 layoffs on March 20. That's obviously not great for workers, but it's probably needed, as Amazon had added more than 800,000 workers between 2019 and 2021, more doubling its workforce.There are also some hints that Amazon's efficiency drive, which began about a year ago, is already bearing fruit. One particular metric I look at is Amazon's growth in shipping costs versus the growth in paid units delivered, which Amazon discloses in its filings. During the pandemic, Amazon's units shipped skyrocketed, but shipping costs actually increased by an even greater amount every quarter through the first two quarters of 2022. However, beginning in the third quarter of 2022, shipping cost growth fell beneath paid units growth.That bodes well for improving profitability in the core e-commerce segment in 2023. In addition, Amazon's percentage of sales from third-party sellers is steadily increasing, making up 59% of sales last quarter, and should also help profits as those sales tend to be higher-profit than sales Amazon makes from its own inventory. And Amazon's advertising services continue to roll along, achieving a very respectable 23% growth rate in constant currency last quarter, even as the larger advertising world is in a downturn.There are also some concerns about a slowdown in Amazon Web Services (AWS), which is understandable given the current deceleration in that unit. However, AWS is helping a broad cross-section of its customers look to cut costs all at once, as interest rate increases affect a broader proportion of customers than the pandemic did. However, Amazon's long-term customer commitments grew 37.3% last year, well exceeding revenue growth of 20%, as revenue is recorded based on current usage. So with solid growth in long-term contracts, AWS appears to still have a lot of growth ahead.Moreover, the advent of generative artificial intelligence will only increase demand for computing power, which should benefit not just Amazon's rivals but also AWS, which provides access to supercomputing tools developers and start-ups need to make AI work. It's early stages in the AI wars, and one can be sure that AWS, with its cloud computing market share lead, won't be left on the sidelines.E-commerce names have been beaten-down, but some look cheap today. Image source: Getty Images.PayPalThe fintech sector broadly, and PayPal specifically, had a very bad year in 2022, and the stock still sits more than 76% below its all-time highs of late 2021. Moreover, PayPal's forward P/E ratio has fallen to just over 15 times this year's expected earnings.PYPL Percent Off All-Time High data by YChartsYet the growth and profitability headwinds that PayPal faced last year has recently shown signs of bottoming out. Last quarter, revenue grew 7% and 9% on a constant-currency basis. Adjusted for the loss of the eBay contract that has been rolling off over the past four years, growth was 8% and 10% on a constant currency basis. The last of the eBay roll-off occurred in the third quarter of 2022; therefore, PayPal's headline revenue growth could get a boost starting in the fourth quarter, as it will no longer be comping against that headwind.The Q4 growth rate is no doubt a deceleration from PayPal's heady growth of 2020 and 2021, but at this current valuation, it's not that bad, especially if PayPal can remain highly profitable. The good news on that front is that PayPal seems to be turning its declining margins around. After margins declined significantly from late 2021 through the second quarter of 2022, PayPal has shown two consecutive quarters of sequential improvements in non-GAAP operating margins, increasing from 19.1% in the second quarter 2022 to 22.9% in the fourth quarter. Yes, that's still below peak operating margins of 25.1% back in 2020, but it's still headed in the right direction. Earnings per share also accelerated to 11% growth in Q4, reversing three straight quarters of EPS declines.Unlike some other high-growth tech peers, PayPal also generates significant free cash flow, and it has a solid balance sheet, with $15.9 billion in cash against just $10.8 billion in debt. Despite 2022 being an off year in which growth decelerated and earnings came down, PayPal still generated $5.1 billion in free cash flow, returning $4.2 billion of that to shareholders in the form of share repurchases.That's a positive use of cash when the stock is this cheap, and it's likely to benefit shareholders when PayPal emerges from the downturn. PayPal has a relatively diverse business across branded checkout, merchant payment processing, the Venmo P2P platform, working capital loans, and buy-now-pay-later services. That diversity should generate consistent cash flow through a cycle, allowing PayPal to both repurchase stock and invest in new growth drivers, either organically or through acquisitions.Image source: Getty Images.Dell TechnologiesPC and server leader Dell Technologies is currently feeling the fallout of the worst PC downturn in modern history -- a bitter hangover from the booming PC sales during the pandemic. But the good news is, Dell is handling this downturn rather well. Its client solutions group plunged 23% last quarter, but the unit, which sells PCs to both consumers and businesses, was still profitable, with segment operating income of $671 million.While Dell might be clouded with the reputation of the difficult PC business, Dell now currently makes the majority of operating profits from its server segment. While that unit is also slowing, it did post 7% growth last quarter, but an even more encouraging 40% growth in operating income, as Dell is able to grow revenue without a meaningful increase in costs.Dell actually has the leading market share in the server industry today. And while businesses may slow down their data center purchases in the near term, the emerging artificial intelligence wars should propel demand for high-performance servers over the long run and be a longer-term tailwind.In addition, there could be a brewing turnaround in PCs. A recent note from Trendforce research projects an 11% quarter-over-quarter improvement in notebook shipments. While that is off an extremely low base in the first quarter and would still leave shipments far below last year's levels, it could at least indicate that the PC market may be bottoming out here.Anticipating a downturn, investors have sold off Dell to just 5.3 times its 2022 adjusted earnings per share. That's absurdly cheap. But even if Dell does see some additional profit declines in the near term, the company should remain profitable overall and continue paying out its growing 3.6% dividend regardless. Once the economy and rate environment normalizes, this bargain-priced stock should take off again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189764692639888,"gmtCreate":1687354794060,"gmtModify":1687354795655,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189764692639888","repostId":"1167082525","repostType":2,"repost":{"id":"1167082525","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":1687354548,"share":"https://ttm.financial/m/news/1167082525?lang=&edition=fundamental","pubTime":"2023-06-21 21:35","market":"us","language":"en","title":"Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1167082525","media":"Tiger Newspress","summary":"China Extends Tax Breaks for New Energy Vehicles Until 2027","content":"<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</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>Chinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.</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\">\nChinese EV ADRs Jump in Morning Trading, With Li Auto Stock Rising Over 5%.\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\">2023-06-21 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.</p><p>China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.</p><p style=\"text-align: start;\">The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e22cc92345b6b3a2857a532e6c69bfc3\" tg-width=\"470\" tg-height=\"242\"/></p><p>“Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” </p><p style=\"text-align: start;\">While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. </p><p>Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.</p><p style=\"text-align: start;\">China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167082525","content_text":"Chinese EV ADRs jumped in morning trading, with Li Auto stock rising over 5%.China extended tax breaks for consumers buying clean cars through 2027, estimated to be worth 520 billion yuan ($72.3 billion) in the coming four years, in an effort to bolster its flagging electric-vehicle industry.The move, announced at a briefing in Beijing on Wednesday, is the latest in a series of steps to lift sales and production in the world’s biggest EV market. “Even though China has accomplished certain achievements in the new energy vehicle industry, the sector still has problems, including insufficient supply of critical technology and uneven development in the wider market,” said Xin Guobin, an official from the Ministry of Industry and Information Technology. “These need to be responded to.” While new cars are generally subject to a 10% sales tax, it hasn’t applied to clean-energy vehicles since 2014 and the policy was recently extended through 2023. Wednesday’s announcement pushes that date to the end of 2025 for clean cars priced under 300,000 yuan ($41,700) that don’t seat more than nine people. Cars priced under 150,000 yuan will get further support through the end of 2027. Officials also reiterated their commitment to building more charging infrastructure and promoting EV sales. They are particularly focused on rural areas, where EVs and plug-in hybrids account for as little as 4% of new car sales, compared to the national average of 25.6% last year.China sold nearly 5.67 million clean cars last year, a 90% increase from a year earlier. The government has been doling out generous incentives to buyers and subsidies to carmakers for more than a decade to support the sector, leading hundreds of companies to enter the market. Purchasing an EV gave consumers 60,000 yuan back in incentives at one point, though that program ended last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189778522685560,"gmtCreate":1687358168090,"gmtModify":1687358172060,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189778522685560","repostId":"1173851308","repostType":2,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189762751910152,"gmtCreate":1687354529770,"gmtModify":1687354533274,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189762751910152","repostId":"1151610726","repostType":2,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189773947125888,"gmtCreate":1687357052832,"gmtModify":1687357056465,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189773947125888","repostId":"1173851308","repostType":2,"repost":{"id":"1173851308","pubTimestamp":1687355516,"share":"https://ttm.financial/m/news/1173851308?lang=&edition=fundamental","pubTime":"2023-06-21 21:51","market":"us","language":"en","title":"More Big Wins for Tesla: Charging Standards and EV Subsidies","url":"https://stock-news.laohu8.com/highlight/detail?id=1173851308","media":"seekingalpha","summary":"Texas will be the first U.S. state to mandate Tesla's electric vehicle charging standard, Reuters re","content":"<html><head></head><body><p>Texas will be the first U.S. state to mandate Tesla&#39;s electric vehicle charging standard, Reuters reported, in a huge win for CEO Elon Musk who is working towards making the system the industry standard.</p><p style=\"text-align: left;\">The state will require EV charging companies to include both Tesla&#39;s North American Charging Standard (NACS) and the nationally recognized Combined Charging System (CCS) to qualify for a state program to electrify highways with federal funds.</p><p style=\"text-align: left;\">Texas, home to Tesla&#39;s headquarters, said the growing adoption of NACS led to the change in requirements for the state program. Direct current fast chargers will be required to have one CCS and one NACS connector.</p><p style=\"text-align: left;\">The development follows moves by Rivian (RIVN), General Motors (GM) and Ford (F) to include Tesla&#39;s charging standard to their EVs.</p><p style=\"text-align: left;\">Texas&#39; decision could push other states to adopt NACS, the report quoted Lew Cox, director of business development at MD7. &#34;It&#39;ll effectively make NACS the new charging standard.&#34;</p><p style=\"text-align: left;\">The new mandate marks another win for Tesla, which is poised to benefit from China&#39;s ~$72.3B tax break for EVs over the next four years. China is Tesla&#39;s largest market outside the U.S.</p><p style=\"text-align: left;\">Add that to Musk hinting at making Tesla available in India &#34;as soon as humanly possible&#34;. The statement was made during a meeting with Indian Prime Minister Narendra Modi, who is on a two-day U.S. trip. Note that U.S. companies are increasingly looking to shift supply chains away from China.</p><p style=\"text-align: left;\">Shares of Tesla climbed 1.6% before the bell.</p><p style=\"text-align: left;\">Investing Group Leader JR Research said Tesla&#39;s NACS is &#34;well-primed&#34; to assume leadership as the national charging standard. &#34;With nascent pure-play charging players also adopting the NACS plugs, Tesla&#39;s lead will widen further.&#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>More Big Wins for Tesla: Charging Standards and EV Subsidies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMore Big Wins for Tesla: Charging Standards and EV Subsidies\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-21 21:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3981244-more-big-wins-for-tesla-charging-standards-ev-subsidies><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Texas will be the first U.S. state to mandate Tesla's electric vehicle charging standard, Reuters reported, in a huge win for CEO Elon Musk who is working towards making the system the industry ...</p>\n\n<a href=\"https://seekingalpha.com/news/3981244-more-big-wins-for-tesla-charging-standards-ev-subsidies\">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/news/3981244-more-big-wins-for-tesla-charging-standards-ev-subsidies","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1173851308","content_text":"Texas will be the first U.S. state to mandate Tesla's electric vehicle charging standard, Reuters reported, in a huge win for CEO Elon Musk who is working towards making the system the industry standard.The state will require EV charging companies to include both Tesla's North American Charging Standard (NACS) and the nationally recognized Combined Charging System (CCS) to qualify for a state program to electrify highways with federal funds.Texas, home to Tesla's headquarters, said the growing adoption of NACS led to the change in requirements for the state program. Direct current fast chargers will be required to have one CCS and one NACS connector.The development follows moves by Rivian (RIVN), General Motors (GM) and Ford (F) to include Tesla's charging standard to their EVs.Texas' decision could push other states to adopt NACS, the report quoted Lew Cox, director of business development at MD7. \"It'll effectively make NACS the new charging standard.\"The new mandate marks another win for Tesla, which is poised to benefit from China's ~$72.3B tax break for EVs over the next four years. China is Tesla's largest market outside the U.S.Add that to Musk hinting at making Tesla available in India \"as soon as humanly possible\". The statement was made during a meeting with Indian Prime Minister Narendra Modi, who is on a two-day U.S. trip. Note that U.S. companies are increasingly looking to shift supply chains away from China.Shares of Tesla climbed 1.6% before the bell.Investing Group Leader JR Research said Tesla's NACS is \"well-primed\" to assume leadership as the national charging standard. \"With nascent pure-play charging players also adopting the NACS plugs, Tesla's lead will widen further.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947014940,"gmtCreate":1682345910380,"gmtModify":1682345914280,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very Informative","listText":"Very Informative","text":"Very Informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947014940","repostId":"1116198962","repostType":2,"repost":{"id":"1116198962","pubTimestamp":1682349715,"share":"https://ttm.financial/m/news/1116198962?lang=&edition=fundamental","pubTime":"2023-04-24 23:21","market":"us","language":"en","title":"Sea Limited: Ample Room For Growth, But Competition Is Here To Stay","url":"https://stock-news.laohu8.com/highlight/detail?id=1116198962","media":"Seekingalpha","summary":"SummarySea successfully cut its costs, improving its unit economics, and turning its EBIT positive. ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Sea successfully cut its costs, improving its unit economics, and turning its EBIT positive. However, this comes at the expense of GMV growth, which has been a concern for investors.</p></li><li><p>However, we believe that low e-commerce penetration, take rate expansion, large unbanked population offering large potential for digital financial services, and a more rational industry will help drive top-line growth.</p></li><li><p>Still, the competition is here to stay, as social commerce is gaining traction. New players could be aggressive, thus forcing existing players to do more promotions and discounts.</p></li><li><p>We estimate Sea&#39;s fair value at $88 per share derived from 10-year DCF (9% WACC, 4% long-term growth). An aggressive 30% margin of safety suggests that an attractive entry price is $62 per share.</p></li></ul><h2 style=\"text-align: left;\">Investment Thesis</h2><p style=\"text-align: left;\">We believe that the Southeast Asia and Latin America e-commerce markets remain under-penetrated, and the unbanked population provides opportunities for digital financial services. Cost-cutting efforts slowed GMV growth, but as the industry is heading toward profitability, thus fewer discounts, customers will be looking for a better customer experience, in our view. However, competition is here to stay as social commerce is gaining traction. The stock is attractive at $62 per share (30% margin of safety). $66 per share (25% margin of safety) is also a good entry point.</p><h2 style=\"text-align: left;\">A New Kid On The Block, But Soon Become A Tech Giant</h2><p style=\"text-align: left;\">Originally started as a digital entertainment company in 2009, Sea Limited (NYSE:SE) is a Singapore-based tech company with a $45 billion market capitalization. The company’s operations span across countries, including Southeast Asia, Taiwan, and Brazil. The market in Southeast Asia, which more specifically includes Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam, contributes more than 60% of Sea’s revenue.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b468d98f9cff8351e96ccb675990ae06\" alt=\"Sea&#39;s revenue contributors by geographical area (Vektor Research)\" title=\"Sea&#39;s revenue contributors by geographical area (Vektor Research)\" tg-width=\"569\" tg-height=\"420\"/><span>Sea&#39;s revenue contributors by geographical area (Vektor Research)</span></p><p style=\"text-align: left;\">In general, Sea has three business segments: Garena, a digital entertainment business; Shopee, an e-commerce platform; and a digital financial services provider under SeaMoney. As of 2022, Shopee contributed almost 60% of Sea’s revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bff722fc1c13e0cbaf23d1e39f2e51d6\" alt=\"Segments contribution to revenue (%) (Vektor Research)\" title=\"Segments contribution to revenue (%) (Vektor Research)\" tg-width=\"569\" tg-height=\"420\"/><span>Segments contribution to revenue (%) (Vektor Research)</span></p><h2 style=\"text-align: left;\">How Does Sea Make Money?</h2><p style=\"text-align: left;\">First, Sea launches and operates third-party games and helps its partners with marketing, distribution, and monetization. Free Fire is the company’s first in-house developed game, and together with four third-party games, contributed 98% of Sea’s digital entertainment revenue. Those games are free to play, but players can purchase in-game items, from which Sea monetizes its gaming platform under the so-called “freemium” model.</p><p style=\"text-align: left;\">Second, Shopee is an e-commerce platform where individuals, small-medium enterprises, and large retailers under Shopee Mall sell their products by paying transaction fees. Sellers can upgrade their status to Star or Star+ after completing a few milestones but will be charged a higher transaction fee, hoping that buyers will consider them more “trusted” sellers than non-Star ones. Alternatively, sellers will gain more clicks by topping up the “coin” balance and using those coins for Shopee’s advertising services. Additionally, Shopee also engages in the food delivery business under Shopee Food.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31e8e836b706ce207fbad6d6e8cc1ec0\" alt=\"Shopee&#39;s transaction fees (Shopee)\" title=\"Shopee&#39;s transaction fees (Shopee)\" tg-width=\"640\" tg-height=\"253\"/><span>Shopee&#39;s transaction fees (Shopee)</span></p><p style=\"text-align: left;\">Lastly, Sea provides digital financial services, including mobile wallet (ShopeePay), buy now pay later service (SPayLater), and digital banking services. Further, Sea acquired a local Indonesian bank in 2020 and launched SeaBank Indonesia a year later, and SeaBank Philippines was opened in 2022. Sea charges fees and interests and receives premiums (insurance business) for its services.</p><h2 style=\"text-align: left;\">What&#39;s Up With The Stock?</h2><p style=\"text-align: left;\">Sea’s stock bottomed up from $40 per share and now trades at $79 per share. The company pivoted from being growth-driven to a profit-minded one, with its operating income turning positive to $343 million. Why the pivot? The Motley Fool noted Sea’s CEO’s memo to employees suggesting the inability to “raise funds in the market” due to “investors fleeing for ‘safe haven’ investments.” Additionally, Tencent had shed its stake from 21.3% to 18.7% early last year before its COO left Sea’s board of directors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/016819409b67a9550445878277934a61\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">As a result, the company cut costs left and right by “reviewing” its headcount, being selective in “high potential projects,” and better targeting its marketing spend. For example, Sea reportedly laid off around 10% of its workforce at some point last year and effectively reduced its sales and marketing expenses as a percentage of revenue to 14% in 4Q22 from ~25%-40%.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a931f85a5c4aa3509a23be65e28c317\" alt=\"Sea&#39;s sales and marketing expenses as a % of revenue (Vektor Research)\" title=\"Sea&#39;s sales and marketing expenses as a % of revenue (Vektor Research)\" tg-width=\"569\" tg-height=\"415\"/><span>Sea&#39;s sales and marketing expenses as a % of revenue (Vektor Research)</span></p><p style=\"text-align: left;\">This helps improve Shopee’s unit economics, as seen in Figure 6. Sales incentive that exceeds the revenue expected by the company will be recorded in sales and marketing expenses. According to the annual report, excess incentive was about 12% of revenue in 2022 and less than 5% in 4Q22, suggesting that Sea has aggressively reduced discounts and promotions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7eef2b8a809c5a22515d4c431a01b3fe\" alt=\"Shopee&#39;s unit economics (Vektor Research)\" title=\"Shopee&#39;s unit economics (Vektor Research)\" tg-width=\"640\" tg-height=\"350\"/><span>Shopee&#39;s unit economics (Vektor Research)</span></p><p style=\"text-align: left;\">Nevertheless, gross orders declined 15% (Y/Y), and GMV growth slowed to 8% (Y/Y) in 4Q22 from 21% (Y/Y) in 3Q22 on a constant currency basis. Reported GMV declined 1.1% (Y/Y). Moreover, Sea reported $7.3 billion in e-commerce revenue last year–lower than its then-full-year guidance of $8.8 billion (mid-point), later scrapped due to a shift to “focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business.&#34; In turn, take rate increases supported Sea&#39;s e-commerce top-line growth. Operating cash flow was a negative $1.1 billion last year (-$1.8 billion minus share-based compensation).</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61b99842606897676083b252be90ace4\" alt=\"GMV and e-commerce revenue growth (Vektor Research)\" title=\"GMV and e-commerce revenue growth (Vektor Research)\" tg-width=\"564\" tg-height=\"406\"/><span>GMV and e-commerce revenue growth (Vektor Research)</span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/649409dc1f9d2077c49d3e996a229db7\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">But this did not stop the stock price from rising, as investors and analysts have been eyeing Sea&#39;s cost-cutting efforts, which turned its EBIT positive. Still, concerns remain about whether such efforts will come at the expense of top-line growth. Lastly, is Sea providing an attractive buying opportunity?</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7924a5ab9c99a0e186899709186d8f39\" alt=\"Sea&#39;s consensus revenue revision trend (Seeking Alpha)\" title=\"Sea&#39;s consensus revenue revision trend (Seeking Alpha)\" tg-width=\"640\" tg-height=\"223\"/><span>Sea&#39;s consensus revenue revision trend (Seeking Alpha)</span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f415315da88912e696ab00caf08a197\" alt=\"Sea&#39;s consensus EPS revision trend (Seeking Alpha)\" title=\"Sea&#39;s consensus EPS revision trend (Seeking Alpha)\" tg-width=\"640\" tg-height=\"224\"/><span>Sea&#39;s consensus EPS revision trend (Seeking Alpha)</span></p><h2 style=\"text-align: left;\">1. The Industry&#39;s Potential Remains Largely Untapped</h2><h4 style=\"text-align: left;\">Southeast Asia and Latin America e-commerce markets remain under-penetrated...</h4><p style=\"text-align: left;\">We believe that Sea’s growth story is still in play. While the e-commerce market in Southeast Asia has grown five times larger, it remains under-penetrated. According to McKinsey, Indonesia and Singapore had a ~30% penetration rate, while the Philippines, Thailand, and Vietnam trailed at ~15%. Looking forward, the consultancy expects the market to grow 22% annually until 2026.</p><p style=\"text-align: left;\">For example, Alpha JWC Ventures and Kearney published a study on the untapped potential of Indonesia&#39;s tier 2 and tier 3 cities. The study noted that those cities lagged three to five years in the digital adoption of tier-1 cities and that “familiarization” is likely the key driver to adoption. How big is the market? The e-commerce market size for tier 2 and 3 cities is expected to grow to ~$45 billion GMV in 2025 from ~$9 billion GMV in 2020. Additionally, the buy now, pay later service also helps spur e-commerce growth, given that the credit card penetration is only 6% in the country, as noted by BCG.</p><p style=\"text-align: left;\">Further, Shopee has gained traction in Brazil since its inception in 2019. Revenue grew over 225% (Y/Y) in 3Q22, and unit economics gradually improved. It had recorded &#34;below $2&#34; adjusted EBITDA loss per order before HQ expenses (contribution margin) in 4Q21 before improving to a $0.47 loss in a year later.</p><p style=\"text-align: left;\">Latitud noted that Latin America’s e-commerce market remained fast-growing, and its penetration rate was estimated to be less than 12% in 2022. Statista noted that retail online sales in Latin America were around $168 billion in 2022, which only accounted for 11% of total retail sales. The figure is estimated to increase to ~20% by 2026. Additionally, the International Trade Administration said that Shopee was number two in market share in Brazil, preceded by Argentina-based MercadoLibre (MELI).</p><p style=\"text-align: left;\">Sea&#39;s growth story comes from not only a low penetration rate but also a take rate expansion. While Sea is improving monetization in its core marketplace business, its take rate is also supported by Shopee Brazil. In general, the take rate in Brazil was &#34;materially higher than many other market,&#34; the management said. For example, MELI&#39;s commerce take rate stood at ~17%, which expanded thanks to &#34;advertising revenues and the incremental monetization on shipping and logistics.&#34;</p><p style=\"text-align: left;\">We acknowledge that it is tough to quantify how much Shopee Brazil will impact the overall take rate since Sea does not (or rarely) disclose the e-commerce revenue per region. In 4Q21, Shopee Brazil recorded more than $70 million in revenue, which accounts for over 4% of total e-commerce revenue. If we are making an educated guess, assuming that the revenue growth was about 200% (Y/Y) in the 4Q22 (actual growth was 270% in 2Q22 and 225% in 3Q22), it would make up about 10% of Sea&#39;s e-commerce revenue. Our assumption for Sea&#39;s e-commerce take rate stands at 12-13% by 2025.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf9113184a4cba66038966bb3baf12ca\" alt=\"MELI&#39;s take rate (Company)\" title=\"MELI&#39;s take rate (Company)\" tg-width=\"576\" tg-height=\"408\"/><span>MELI&#39;s take rate (Company)</span></p><h3 style=\"text-align: left;\">...giving chances for digital payment services providers</h3><p style=\"text-align: left;\">Opportunities are also wide open for Sea’s digital financial services. Visa (NYSE: V) found that mobile wallets and contactless cards drove digital payment in Southeast Asia and that respondents prefer mobile wallets over cards. Why? 56% of respondents in the region cited “the ability to earn rewards and receive promotional discounts and cash back” as one of the key reasons to use e-wallets, BCG noted. Yet, customers appear to have stickiness as some people said they would still use e-wallets without promotions and discounts.</p><p style=\"text-align: left;\">As more people use e-wallets, this is where SeaBank comes into play. For example, in Indonesia, ShopeePay users typically top up their wallet through bank transfers or cash payment in local convenience stores. However, they are required to pay Rp1,000 (~$0.07) or Rp1,500 (~$0.1) per top up depending on the payment method they use. While such figures appear minuscule, what if users top up their e-wallets per transaction? Having a SeaBank account allows depositors to top up ShopeePay and transfer their money to another bank up to 100 transactions for free.</p><p style=\"text-align: left;\">Digital banks are gaining traction. SeaBank Indonesia reported satisfying earnings results, as net income stood at ~$18 million in 2022 from a loss of ~$21 million in 2021, per Tech in Asia. Moreover, loan disbursements almost tripled to $1.1 billion from $409 million. Still, there is plenty of leeway for growth as Indonesia has the third-largest unbanked population in the world, according to the World Economic Forum.</p><h2 style=\"text-align: left;\">2. Players Are Heading Toward Profitability</h2><p style=\"text-align: left;\">While Sea successfully cut costs, GMV growth slowed, posing a question of whether the company could balance growth and profitability. When asked about the topic, the management said during the last earnings call:</p><blockquote>Now in terms of outlook and balancing growth and profitability. So as we shared also, our outlook for markets in the long run remains very strong. Because of its demographic features, the young rolling population, deepened digital penetration vis-à-vis offline retail and also the economic growth potential of our region.</blockquote><p style=\"text-align: left;\">We agree that the long-term outlook remains strong, as we pointed out previously. However, while e-commerce companies ramp up their sales incentive to gain market share, they have been unable to create stickiness. Otherwise, why would e-commerce companies still resort to aggressive promotions for years? SurveySensum’s findings also confirm our belief as “value for money” is the second biggest reason why e-commerce users switch to online stores.</p><p style=\"text-align: left;\">Fortunately, e-commerce companies “mutually agree” that sacrificing the bottom line for aggressive promotions and discounts is not sustainable. For example, GoTo, Shopee’s biggest competitor in Indonesia’s e-commerce landscape with 35% GMV market share in 2020 vs. Shopee’s 37% (Momentum Works data), expects its adjusted EBITDA to turn positive in 4Q23. Yet, the company said it would “try to react” when facing competition, albeit in a “sustainable manner.” Interestingly, GoTo is suspending its GTV and gross revenue guidance to “focus on efficiency and profitability.” Other Indonesia-based players, such as Blibli and Bukalapak, are also making their way to profitability.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cd283006bcc37ae062ba8347dc3b912\" alt=\"GoTo Adjusted EBITDA as a % of GTV (Company)\" title=\"GoTo Adjusted EBITDA as a % of GTV (Company)\" tg-width=\"569\" tg-height=\"408\"/><span>GoTo Adjusted EBITDA as a % of GTV (Company)</span></p><p style=\"text-align: left;\">We believe the industry is becoming more rational, with profitability becoming the number one priority. This also triggers customers to increasingly look beyond price and prefer a better customer experience, in our view. For example, GoTo is increasing intra-city selection availability outside Greater Jakarta, so that customers can order same-day delivery using its first-party logistic services, thus improving economies of scale. Investment in logistics remains a priority for Sea, as said by Sea’s management:</p><blockquote>And another thing is, as we shared before, the reason we are very focused on cost structure, in particular, logistics, is because we are trying to expand the profitable TAM for the market as a whole by addressing sellers and buyers who are underserved or unaddressed by existing players and having a better structure, having more target focus on the mass market allow us to be a differentiated player in the market, capturing a significant share of the pie in our view.</blockquote><h2 style=\"text-align: left;\">Counterpoint: The Industry Has Low Barriers To Entry</h2><p style=\"text-align: left;\">But it is not all fun and games, as competition is here to stay. We think the industry’s low barriers to entry make it easier for new players to enter the competitive landscape. For example, social commerce, such as TikTok Shop and Instagram Shop, proliferates. According to a survey by Populix, 86% of respondents in Indonesia have tried shopping on social media, with 46% of them having shopped for goods in TikTok Shop. Further, The Information reported that TikTok’s GMV in Southeast Asia quadrupled to $4.4 billion in 2022 according to sources familiar with internal data, as cited in Tech in Asia.</p><p style=\"text-align: left;\">While we can argue that TikTok has already had sizable users in the first place, it demonstrates how quickly companies can enter the competitive landscape and gain traction. As we are writing, TikTok is giving discount coupons to new customers. Our view is that while the industry is more rational, things could change quickly as new players enter the market with aggressive promotions and discounts. Existing players are likely to walk the same path to protect market share at the expense of possibly margin erosions, in our view.</p><h2 style=\"text-align: left;\">Valuation</h2><p style=\"text-align: left;\">Our fair value estimate for Sea Limited is $88 per share (12% upside), derived from a 10-year DCF valuation (9% WACC, 4% long-term growth), implying a forward P/E of 51x. We made three scenarios suggesting that Sea’s fair value is between $61 per share and $124 per share. An aggressive 30% margin of safety to our base case scenario suggests an acceptable buying price of $62 per share (35x forward P/E). If you think 30% is too aggressive, $66 per share (25% margin of safety) is also a good entry point, in our view.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28df3879868874a2116131ae828749fc\" alt=\"Sea&#39;s 10-year DCF valuation (Vektor Research)\" title=\"Sea&#39;s 10-year DCF valuation (Vektor Research)\" tg-width=\"640\" tg-height=\"383\"/><span>Sea&#39;s 10-year DCF valuation (Vektor Research)</span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a249cd72a618a5b6e6233659fe0ddd79\" alt=\"Sea&#39;s valuation summary per cases (Vektor Research)\" title=\"Sea&#39;s valuation summary per cases (Vektor Research)\" tg-width=\"640\" tg-height=\"234\"/><span>Sea&#39;s valuation summary per cases (Vektor Research)</span></p><h2 style=\"text-align: left;\">Where We Are Different From The Market</h2><p style=\"text-align: left;\">Consensus expects revenue to grow 12% annually until 2025, while our base case estimate suggests a 16% top-line annual growth. We believe that low e-commerce penetration, take rate expansion, and large untapped markets for e-commerce and digital financial services will help drive Sea’s revenue growth despite further cost-efficiency efforts that will impact GMV growth. Further, the industry is heading toward profitability.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/672994444b45c3c387d001de604e786f\" alt=\"Consensus revenue estimates (Seeking Alpha)\" title=\"Consensus revenue estimates (Seeking Alpha)\" tg-width=\"640\" tg-height=\"201\"/><span>Consensus revenue estimates (Seeking Alpha)</span></p><p style=\"text-align: left;\">On the other hand, while Sea believes that the take rate still has room for growth, competition is here to stay, as social commerce could force e-commerce companies to do more promotions and discounts, thus possibly hurting margins. Hence, investors should take Sea’s margin expansion story with a grain of salt.</p><p style=\"text-align: left;\">Indeed, there is a discrepancy between the market value and our fair value estimate. However, even a good business should be bought at the right price, thus applying an aggressive margin of safety makes a lot of sense.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2881c171bbdd7a2d23881f09bb12be8\" alt=\"Consensus EPS estimates (Seeking Alpha)\" title=\"Consensus EPS estimates (Seeking Alpha)\" tg-width=\"640\" tg-height=\"201\"/><span>Consensus EPS estimates (Seeking Alpha)</span></p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f08611e34cc55159e0e5937bc0ceab4c\" alt=\"Analysts&#39; target price (Seeking Alpha)\" title=\"Analysts&#39; target price (Seeking Alpha)\" tg-width=\"640\" tg-height=\"209\"/><span>Analysts&#39; target price (Seeking Alpha)</span></p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Sea Limited is a great option to get exposure to emerging markets. While cost-efficiency efforts slowed GMV growth, Sea still has a long runway for growth, driven by a low e-commerce penetration rate, large unbanked population, and take rate expansion. The industry is also heading toward profitability, but it has low barriers to entry, with social commerce joining the bandwagon. Aggressive promotions and discounts by new players as a means of gaining market share are likely to force established players to provide discounts once again to defend their market share. Hence, investors should take the margin expansion story with a grain of salt.</p><p style=\"text-align: left;\">Our base case estimates suggest Sea’s fair value to be $88 per share, implying 51x forward P/E. A 30% margin of safety suggests that an attractive buying opportunity is $62 per share (35x forward P/E). At least $66 per share (25% margin of safety) is also a good entry point. Investment risk stems from social commerce that could intensify the competitive landscape, which could force existing players to do promotions and discounting.</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: Ample Room For Growth, But Competition Is Here To Stay</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\">\nSea Limited: Ample Room For Growth, But Competition Is Here To Stay\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4595779-sea-limited-se-ample-room-for-growth-but-competition-to-stay><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea successfully cut its costs, improving its unit economics, and turning its EBIT positive. However, this comes at the expense of GMV growth, which has been a concern for investors.However, we...</p>\n\n<a href=\"https://seekingalpha.com/article/4595779-sea-limited-se-ample-room-for-growth-but-competition-to-stay\">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"},"source_url":"https://seekingalpha.com/article/4595779-sea-limited-se-ample-room-for-growth-but-competition-to-stay","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1116198962","content_text":"SummarySea successfully cut its costs, improving its unit economics, and turning its EBIT positive. However, this comes at the expense of GMV growth, which has been a concern for investors.However, we believe that low e-commerce penetration, take rate expansion, large unbanked population offering large potential for digital financial services, and a more rational industry will help drive top-line growth.Still, the competition is here to stay, as social commerce is gaining traction. New players could be aggressive, thus forcing existing players to do more promotions and discounts.We estimate Sea's fair value at $88 per share derived from 10-year DCF (9% WACC, 4% long-term growth). An aggressive 30% margin of safety suggests that an attractive entry price is $62 per share.Investment ThesisWe believe that the Southeast Asia and Latin America e-commerce markets remain under-penetrated, and the unbanked population provides opportunities for digital financial services. Cost-cutting efforts slowed GMV growth, but as the industry is heading toward profitability, thus fewer discounts, customers will be looking for a better customer experience, in our view. However, competition is here to stay as social commerce is gaining traction. The stock is attractive at $62 per share (30% margin of safety). $66 per share (25% margin of safety) is also a good entry point.A New Kid On The Block, But Soon Become A Tech GiantOriginally started as a digital entertainment company in 2009, Sea Limited (NYSE:SE) is a Singapore-based tech company with a $45 billion market capitalization. The company’s operations span across countries, including Southeast Asia, Taiwan, and Brazil. The market in Southeast Asia, which more specifically includes Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam, contributes more than 60% of Sea’s revenue.Sea's revenue contributors by geographical area (Vektor Research)In general, Sea has three business segments: Garena, a digital entertainment business; Shopee, an e-commerce platform; and a digital financial services provider under SeaMoney. As of 2022, Shopee contributed almost 60% of Sea’s revenue.Segments contribution to revenue (%) (Vektor Research)How Does Sea Make Money?First, Sea launches and operates third-party games and helps its partners with marketing, distribution, and monetization. Free Fire is the company’s first in-house developed game, and together with four third-party games, contributed 98% of Sea’s digital entertainment revenue. Those games are free to play, but players can purchase in-game items, from which Sea monetizes its gaming platform under the so-called “freemium” model.Second, Shopee is an e-commerce platform where individuals, small-medium enterprises, and large retailers under Shopee Mall sell their products by paying transaction fees. Sellers can upgrade their status to Star or Star+ after completing a few milestones but will be charged a higher transaction fee, hoping that buyers will consider them more “trusted” sellers than non-Star ones. Alternatively, sellers will gain more clicks by topping up the “coin” balance and using those coins for Shopee’s advertising services. Additionally, Shopee also engages in the food delivery business under Shopee Food.Shopee's transaction fees (Shopee)Lastly, Sea provides digital financial services, including mobile wallet (ShopeePay), buy now pay later service (SPayLater), and digital banking services. Further, Sea acquired a local Indonesian bank in 2020 and launched SeaBank Indonesia a year later, and SeaBank Philippines was opened in 2022. Sea charges fees and interests and receives premiums (insurance business) for its services.What's Up With The Stock?Sea’s stock bottomed up from $40 per share and now trades at $79 per share. The company pivoted from being growth-driven to a profit-minded one, with its operating income turning positive to $343 million. Why the pivot? The Motley Fool noted Sea’s CEO’s memo to employees suggesting the inability to “raise funds in the market” due to “investors fleeing for ‘safe haven’ investments.” Additionally, Tencent had shed its stake from 21.3% to 18.7% early last year before its COO left Sea’s board of directors.Data by YChartsAs a result, the company cut costs left and right by “reviewing” its headcount, being selective in “high potential projects,” and better targeting its marketing spend. For example, Sea reportedly laid off around 10% of its workforce at some point last year and effectively reduced its sales and marketing expenses as a percentage of revenue to 14% in 4Q22 from ~25%-40%.Sea's sales and marketing expenses as a % of revenue (Vektor Research)This helps improve Shopee’s unit economics, as seen in Figure 6. Sales incentive that exceeds the revenue expected by the company will be recorded in sales and marketing expenses. According to the annual report, excess incentive was about 12% of revenue in 2022 and less than 5% in 4Q22, suggesting that Sea has aggressively reduced discounts and promotions.Shopee's unit economics (Vektor Research)Nevertheless, gross orders declined 15% (Y/Y), and GMV growth slowed to 8% (Y/Y) in 4Q22 from 21% (Y/Y) in 3Q22 on a constant currency basis. Reported GMV declined 1.1% (Y/Y). Moreover, Sea reported $7.3 billion in e-commerce revenue last year–lower than its then-full-year guidance of $8.8 billion (mid-point), later scrapped due to a shift to “focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business.\" In turn, take rate increases supported Sea's e-commerce top-line growth. Operating cash flow was a negative $1.1 billion last year (-$1.8 billion minus share-based compensation).GMV and e-commerce revenue growth (Vektor Research)Data by YChartsBut this did not stop the stock price from rising, as investors and analysts have been eyeing Sea's cost-cutting efforts, which turned its EBIT positive. Still, concerns remain about whether such efforts will come at the expense of top-line growth. Lastly, is Sea providing an attractive buying opportunity?Sea's consensus revenue revision trend (Seeking Alpha)Sea's consensus EPS revision trend (Seeking Alpha)1. The Industry's Potential Remains Largely UntappedSoutheast Asia and Latin America e-commerce markets remain under-penetrated...We believe that Sea’s growth story is still in play. While the e-commerce market in Southeast Asia has grown five times larger, it remains under-penetrated. According to McKinsey, Indonesia and Singapore had a ~30% penetration rate, while the Philippines, Thailand, and Vietnam trailed at ~15%. Looking forward, the consultancy expects the market to grow 22% annually until 2026.For example, Alpha JWC Ventures and Kearney published a study on the untapped potential of Indonesia's tier 2 and tier 3 cities. The study noted that those cities lagged three to five years in the digital adoption of tier-1 cities and that “familiarization” is likely the key driver to adoption. How big is the market? The e-commerce market size for tier 2 and 3 cities is expected to grow to ~$45 billion GMV in 2025 from ~$9 billion GMV in 2020. Additionally, the buy now, pay later service also helps spur e-commerce growth, given that the credit card penetration is only 6% in the country, as noted by BCG.Further, Shopee has gained traction in Brazil since its inception in 2019. Revenue grew over 225% (Y/Y) in 3Q22, and unit economics gradually improved. It had recorded \"below $2\" adjusted EBITDA loss per order before HQ expenses (contribution margin) in 4Q21 before improving to a $0.47 loss in a year later.Latitud noted that Latin America’s e-commerce market remained fast-growing, and its penetration rate was estimated to be less than 12% in 2022. Statista noted that retail online sales in Latin America were around $168 billion in 2022, which only accounted for 11% of total retail sales. The figure is estimated to increase to ~20% by 2026. Additionally, the International Trade Administration said that Shopee was number two in market share in Brazil, preceded by Argentina-based MercadoLibre (MELI).Sea's growth story comes from not only a low penetration rate but also a take rate expansion. While Sea is improving monetization in its core marketplace business, its take rate is also supported by Shopee Brazil. In general, the take rate in Brazil was \"materially higher than many other market,\" the management said. For example, MELI's commerce take rate stood at ~17%, which expanded thanks to \"advertising revenues and the incremental monetization on shipping and logistics.\"We acknowledge that it is tough to quantify how much Shopee Brazil will impact the overall take rate since Sea does not (or rarely) disclose the e-commerce revenue per region. In 4Q21, Shopee Brazil recorded more than $70 million in revenue, which accounts for over 4% of total e-commerce revenue. If we are making an educated guess, assuming that the revenue growth was about 200% (Y/Y) in the 4Q22 (actual growth was 270% in 2Q22 and 225% in 3Q22), it would make up about 10% of Sea's e-commerce revenue. Our assumption for Sea's e-commerce take rate stands at 12-13% by 2025.MELI's take rate (Company)...giving chances for digital payment services providersOpportunities are also wide open for Sea’s digital financial services. Visa (NYSE: V) found that mobile wallets and contactless cards drove digital payment in Southeast Asia and that respondents prefer mobile wallets over cards. Why? 56% of respondents in the region cited “the ability to earn rewards and receive promotional discounts and cash back” as one of the key reasons to use e-wallets, BCG noted. Yet, customers appear to have stickiness as some people said they would still use e-wallets without promotions and discounts.As more people use e-wallets, this is where SeaBank comes into play. For example, in Indonesia, ShopeePay users typically top up their wallet through bank transfers or cash payment in local convenience stores. However, they are required to pay Rp1,000 (~$0.07) or Rp1,500 (~$0.1) per top up depending on the payment method they use. While such figures appear minuscule, what if users top up their e-wallets per transaction? Having a SeaBank account allows depositors to top up ShopeePay and transfer their money to another bank up to 100 transactions for free.Digital banks are gaining traction. SeaBank Indonesia reported satisfying earnings results, as net income stood at ~$18 million in 2022 from a loss of ~$21 million in 2021, per Tech in Asia. Moreover, loan disbursements almost tripled to $1.1 billion from $409 million. Still, there is plenty of leeway for growth as Indonesia has the third-largest unbanked population in the world, according to the World Economic Forum.2. Players Are Heading Toward ProfitabilityWhile Sea successfully cut costs, GMV growth slowed, posing a question of whether the company could balance growth and profitability. When asked about the topic, the management said during the last earnings call:Now in terms of outlook and balancing growth and profitability. So as we shared also, our outlook for markets in the long run remains very strong. Because of its demographic features, the young rolling population, deepened digital penetration vis-à-vis offline retail and also the economic growth potential of our region.We agree that the long-term outlook remains strong, as we pointed out previously. However, while e-commerce companies ramp up their sales incentive to gain market share, they have been unable to create stickiness. Otherwise, why would e-commerce companies still resort to aggressive promotions for years? SurveySensum’s findings also confirm our belief as “value for money” is the second biggest reason why e-commerce users switch to online stores.Fortunately, e-commerce companies “mutually agree” that sacrificing the bottom line for aggressive promotions and discounts is not sustainable. For example, GoTo, Shopee’s biggest competitor in Indonesia’s e-commerce landscape with 35% GMV market share in 2020 vs. Shopee’s 37% (Momentum Works data), expects its adjusted EBITDA to turn positive in 4Q23. Yet, the company said it would “try to react” when facing competition, albeit in a “sustainable manner.” Interestingly, GoTo is suspending its GTV and gross revenue guidance to “focus on efficiency and profitability.” Other Indonesia-based players, such as Blibli and Bukalapak, are also making their way to profitability.GoTo Adjusted EBITDA as a % of GTV (Company)We believe the industry is becoming more rational, with profitability becoming the number one priority. This also triggers customers to increasingly look beyond price and prefer a better customer experience, in our view. For example, GoTo is increasing intra-city selection availability outside Greater Jakarta, so that customers can order same-day delivery using its first-party logistic services, thus improving economies of scale. Investment in logistics remains a priority for Sea, as said by Sea’s management:And another thing is, as we shared before, the reason we are very focused on cost structure, in particular, logistics, is because we are trying to expand the profitable TAM for the market as a whole by addressing sellers and buyers who are underserved or unaddressed by existing players and having a better structure, having more target focus on the mass market allow us to be a differentiated player in the market, capturing a significant share of the pie in our view.Counterpoint: The Industry Has Low Barriers To EntryBut it is not all fun and games, as competition is here to stay. We think the industry’s low barriers to entry make it easier for new players to enter the competitive landscape. For example, social commerce, such as TikTok Shop and Instagram Shop, proliferates. According to a survey by Populix, 86% of respondents in Indonesia have tried shopping on social media, with 46% of them having shopped for goods in TikTok Shop. Further, The Information reported that TikTok’s GMV in Southeast Asia quadrupled to $4.4 billion in 2022 according to sources familiar with internal data, as cited in Tech in Asia.While we can argue that TikTok has already had sizable users in the first place, it demonstrates how quickly companies can enter the competitive landscape and gain traction. As we are writing, TikTok is giving discount coupons to new customers. Our view is that while the industry is more rational, things could change quickly as new players enter the market with aggressive promotions and discounts. Existing players are likely to walk the same path to protect market share at the expense of possibly margin erosions, in our view.ValuationOur fair value estimate for Sea Limited is $88 per share (12% upside), derived from a 10-year DCF valuation (9% WACC, 4% long-term growth), implying a forward P/E of 51x. We made three scenarios suggesting that Sea’s fair value is between $61 per share and $124 per share. An aggressive 30% margin of safety to our base case scenario suggests an acceptable buying price of $62 per share (35x forward P/E). If you think 30% is too aggressive, $66 per share (25% margin of safety) is also a good entry point, in our view.Sea's 10-year DCF valuation (Vektor Research)Sea's valuation summary per cases (Vektor Research)Where We Are Different From The MarketConsensus expects revenue to grow 12% annually until 2025, while our base case estimate suggests a 16% top-line annual growth. We believe that low e-commerce penetration, take rate expansion, and large untapped markets for e-commerce and digital financial services will help drive Sea’s revenue growth despite further cost-efficiency efforts that will impact GMV growth. Further, the industry is heading toward profitability.Consensus revenue estimates (Seeking Alpha)On the other hand, while Sea believes that the take rate still has room for growth, competition is here to stay, as social commerce could force e-commerce companies to do more promotions and discounts, thus possibly hurting margins. Hence, investors should take Sea’s margin expansion story with a grain of salt.Indeed, there is a discrepancy between the market value and our fair value estimate. However, even a good business should be bought at the right price, thus applying an aggressive margin of safety makes a lot of sense.Consensus EPS estimates (Seeking Alpha)Analysts' target price (Seeking Alpha)ConclusionSea Limited is a great option to get exposure to emerging markets. While cost-efficiency efforts slowed GMV growth, Sea still has a long runway for growth, driven by a low e-commerce penetration rate, large unbanked population, and take rate expansion. The industry is also heading toward profitability, but it has low barriers to entry, with social commerce joining the bandwagon. Aggressive promotions and discounts by new players as a means of gaining market share are likely to force established players to provide discounts once again to defend their market share. Hence, investors should take the margin expansion story with a grain of salt.Our base case estimates suggest Sea’s fair value to be $88 per share, implying 51x forward P/E. A 30% margin of safety suggests that an attractive buying opportunity is $62 per share (35x forward P/E). At least $66 per share (25% margin of safety) is also a good entry point. Investment risk stems from social commerce that could intensify the competitive landscape, which could force existing players to do promotions and discounting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948210687,"gmtCreate":1680710990349,"gmtModify":1680710994055,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948210687","repostId":"2324872612","repostType":4,"repost":{"id":"2324872612","pubTimestamp":1680708426,"share":"https://ttm.financial/m/news/2324872612?lang=&edition=fundamental","pubTime":"2023-04-05 23:27","market":"us","language":"en","title":"2 Warren Buffett Stocks That Look Like Bargains Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2324872612","media":"Motley Fool","summary":"A long bear market pushed these stocks down to what looks like bargain pricing.","content":"<html><head></head><body><p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn&#39;t any surefire way to tell apart those destined to climb higher from those that will underperform.</p><p>For more than five decades, paying attention to the stocks Warren Buffett and his lieutenants buy for <strong>Berkshire Hathaway</strong>&#39;s (NYSE: BRK.A) (NYSE: BRK.B) equity portfolio has been a winning strategy for generating long-term gains. Shares of the holding company have risen at a rate of 19.6% annually since Buffett took the helm in 1965.</p><p>The recent implosion of Silicon Valley Bank (a subsidiary of <strong>SVB Financial</strong>) and <strong>Signature Bank</strong> caused banking stocks to fall across the board in March. Now, shares of <strong>Ally Financial</strong> and <strong>Citigroup</strong> are trading at bargain prices that are too good to ignore.</p><h2>Ally Financial</h2><p>Buffett famously loves banks because he knows people will always need a safe place to put their money. One bank that caught his eye last year was Ally Financial. This is an all-digital bank charging into the future, but it isn&#39;t an uncertain start-up. Ally began as the financial arm of <strong>General Motors</strong> more than a century ago.</p><p>At recent prices, the stock offers a 4.7% yield, and it could climb much higher. A lean, all-digital operating model allowed Ally Financial to raise its dividend payout by a whopping 131% over the past five years.</p><p>Despite rapidly cranking up its quarterly payout, Ally needed less than 15% of the free cash flow it generated last year to meet its commitment. That means there&#39;s plenty of room for new dividend raises even if earnings dip in response to an economic slowdown.</p><p>So far, Ally is weathering the storm. Fourth-quarter consumer auto originations fell about 16% year over year to $9.2 billion. Before reading too much into this decline, though, it&#39;s important to remember that stimulus checks caused auto sales to spike in 2021.</p><p>A recession could limit new loan originations, but each loan Ally originates now is earning significantly more. The estimated yield on new auto loans rose 2.6% year over year to 9.57% in the fourth quarter of 2022.</p><p>Last year, Ally Financial reported a healthy 14.4% return on equity. Despite impressive earnings power, it&#39;s trading for the low price of just 0.8 times its tangible book value. Buying the stock at this bargain valuation gives you a great chance to realize market-beating gains over the long run.</p><h2>Citigroup</h2><p>If you think Ally&#39;s trading at a low valuation for a bank stock, just wait until you hear about Citigroup. The stock sold off last month even though it&#39;s a &#34;too big to fail&#34; bank that&#39;s subject to strict capital requirements. Those capital requirements are designed to prevent the sort of bank runs that felled SVB Financial and Signature Bank.</p><p>Now you can buy shares of this systemically important bank for less than 0.6 times its tangible book value. Citigroup&#39;s trading at a low valuation because it&#39;s in the middle of a long transition following years of underperformance. In a nutshell, it&#39;s selling off its international consumer banking operations to streamline operations and focus on profits.</p><p>In the fourth quarter of 2022, Citigroup raised its tier 1 capital ratio to 13%, which is more than enough to satisfy regulators. Most systemically important banks distribute capital that exceeds regulatory requirements, but this bank is behaving extra-cautiously.</p><p>Citigroup is holding off on buybacks and dividend raises while it&#39;s in the middle of uncertain asset sales. Investors want to keep a close eye on the potential sale of its consumer bank in Mexico, Banco Nacional de México (Citibanamex), in a deal valued between $6 billion and $8 billion.</p><p>Completing the complicated Citibanamex sale could unleash a torrent of share buybacks. Adding some shares to your portfolio now looks like a reasonably safe way to generate market-beating returns over the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett Stocks That Look Like Bargains Now</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\">\n2 Warren Buffett Stocks That Look Like Bargains Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLY":"Ally Financial Inc.","C":"花旗"},"source_url":"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324872612","content_text":"After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell apart those destined to climb higher from those that will underperform.For more than five decades, paying attention to the stocks Warren Buffett and his lieutenants buy for Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) equity portfolio has been a winning strategy for generating long-term gains. Shares of the holding company have risen at a rate of 19.6% annually since Buffett took the helm in 1965.The recent implosion of Silicon Valley Bank (a subsidiary of SVB Financial) and Signature Bank caused banking stocks to fall across the board in March. Now, shares of Ally Financial and Citigroup are trading at bargain prices that are too good to ignore.Ally FinancialBuffett famously loves banks because he knows people will always need a safe place to put their money. One bank that caught his eye last year was Ally Financial. This is an all-digital bank charging into the future, but it isn't an uncertain start-up. Ally began as the financial arm of General Motors more than a century ago.At recent prices, the stock offers a 4.7% yield, and it could climb much higher. A lean, all-digital operating model allowed Ally Financial to raise its dividend payout by a whopping 131% over the past five years.Despite rapidly cranking up its quarterly payout, Ally needed less than 15% of the free cash flow it generated last year to meet its commitment. That means there's plenty of room for new dividend raises even if earnings dip in response to an economic slowdown.So far, Ally is weathering the storm. Fourth-quarter consumer auto originations fell about 16% year over year to $9.2 billion. Before reading too much into this decline, though, it's important to remember that stimulus checks caused auto sales to spike in 2021.A recession could limit new loan originations, but each loan Ally originates now is earning significantly more. The estimated yield on new auto loans rose 2.6% year over year to 9.57% in the fourth quarter of 2022.Last year, Ally Financial reported a healthy 14.4% return on equity. Despite impressive earnings power, it's trading for the low price of just 0.8 times its tangible book value. Buying the stock at this bargain valuation gives you a great chance to realize market-beating gains over the long run.CitigroupIf you think Ally's trading at a low valuation for a bank stock, just wait until you hear about Citigroup. The stock sold off last month even though it's a \"too big to fail\" bank that's subject to strict capital requirements. Those capital requirements are designed to prevent the sort of bank runs that felled SVB Financial and Signature Bank.Now you can buy shares of this systemically important bank for less than 0.6 times its tangible book value. Citigroup's trading at a low valuation because it's in the middle of a long transition following years of underperformance. In a nutshell, it's selling off its international consumer banking operations to streamline operations and focus on profits.In the fourth quarter of 2022, Citigroup raised its tier 1 capital ratio to 13%, which is more than enough to satisfy regulators. Most systemically important banks distribute capital that exceeds regulatory requirements, but this bank is behaving extra-cautiously.Citigroup is holding off on buybacks and dividend raises while it's in the middle of uncertain asset sales. Investors want to keep a close eye on the potential sale of its consumer bank in Mexico, Banco Nacional de México (Citibanamex), in a deal valued between $6 billion and $8 billion.Completing the complicated Citibanamex sale could unleash a torrent of share buybacks. Adding some shares to your portfolio now looks like a reasonably safe way to generate market-beating returns over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947162001,"gmtCreate":1682684869506,"gmtModify":1682684876864,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947162001","repostId":"2330193528","repostType":2,"repost":{"id":"2330193528","pubTimestamp":1682695174,"share":"https://ttm.financial/m/news/2330193528?lang=&edition=fundamental","pubTime":"2023-04-28 23:19","market":"us","language":"en","title":"2 Top Artificial Intelligence Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2330193528","media":"Motley Fool","summary":"Nvidia and Google are positioned to dominate this burgeoning new industry.","content":"<html><head></head><body><p>With the launch of the artificial intelligence (AI) chatbot ChatGPT in late 2022, generative AI has taken the tech world by storm. And major companies like <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> and Alphabet are scrambling to get a piece of the action. Let&#39;s discuss why they have what it takes to succeed. </p><h2>1. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></h2><p>Up 89% year to date, Nvidia is one of 2023&#39;s biggest success stories. Investors are becoming increasingly optimistic about the company&#39;s revenue potential in AI. And while the chipmaker already has a rich valuation, its hardware focus gives it a key advantage over the software-focused alternatives from an investment perspective. </p><p>OpenAI trained its ChatGPT chatbot with thousands of Nvidia&#39;s $10,000 A100 chips. And instead of letting rivals catch up to its technological lead, the company has already developed a successor called the H100, which can train AI models nine times faster and infer data 30 times faster, according to tech magazine <em>Venture Beat</em>. </p><p>The soaring interest in building AI platforms led to a surge in demand for these products, which can sustainably boost Nvidia&#39;s revenue and profits. </p><p>Nvidia&#39;s picks-and-shovels strategy shields it from some of the competition and uncertainty involved in building a consumer-facing AI platform to rival ChatGPT. And this likely contributes to its high valuation multiple of 60 times earnings. But you get what you pay for, and Nvidia is already a clear winner in the upcoming AI arms race. </p><h2>2. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> </h2><p>With Alphabet up by just 16% year to date, the market might be overlooking its AI potential. Its Google chatbot Bard underwhelmed some early observers, but investors seem to be underestimating the company&#39;s long-term potential to dominate the software side of the industry. </p><p>Generative AI will disrupt Alphabet&#39;s search business because it can fulfill a similar role of answering customer queries. That said, there is no reason to believe these platforms will replace traditional search because search engines allow people to interact with the internet directly instead of having their experience filtered through a chatbot. </p><p>Furthermore, as the owner of the world&#39;s two largest websites, Google and YouTube, Alphabet has access to a vast amount of data to train AI models. This will give it a rock-solid economic moat, as well as cost advantages as companies like Reddit and Twitter move to start charging fees to any AI platform that uses their data to train language models. </p><p>With a price-to-earnings (P/E) multiple of just 20, Alphabet trades at an attractive discount to the Nasdaq 100&#39;s average of 27. </p><h2>Understanding the valuations </h2><p>Nvidia and Alphabet are great ways for investors to bet on AI technology -- backed by the stability and diversification of blue chip companies. But they serve slightly different investment strategies. As a hardware-focused company, Nvidia will directly benefit from industry growth through its chip sales, and the meteoric rise of its stock price in 2023 reflects that. </p><p>On the other hand, Alphabet will have to struggle with rivals to capture the consumer market with its AI software. But its stock hasn&#39;t risen nearly as much this year, and the lower valuation suggests its potential success isn&#39;t already priced in, making it an arguably better buy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Artificial Intelligence Stocks to Buy and Hold Forever</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\">\n2 Top Artificial Intelligence Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-28 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/28/2-top-artificial-intelligence-stocks-to-buy-and-ho/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the launch of the artificial intelligence (AI) chatbot ChatGPT in late 2022, generative AI has taken the tech world by storm. And major companies like Nvidia  and Alphabet are scrambling to get a...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/28/2-top-artificial-intelligence-stocks-to-buy-and-ho/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2023/04/28/2-top-artificial-intelligence-stocks-to-buy-and-ho/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2330193528","content_text":"With the launch of the artificial intelligence (AI) chatbot ChatGPT in late 2022, generative AI has taken the tech world by storm. And major companies like Nvidia  and Alphabet are scrambling to get a piece of the action. Let's discuss why they have what it takes to succeed. 1. NvidiaUp 89% year to date, Nvidia is one of 2023's biggest success stories. Investors are becoming increasingly optimistic about the company's revenue potential in AI. And while the chipmaker already has a rich valuation, its hardware focus gives it a key advantage over the software-focused alternatives from an investment perspective. OpenAI trained its ChatGPT chatbot with thousands of Nvidia's $10,000 A100 chips. And instead of letting rivals catch up to its technological lead, the company has already developed a successor called the H100, which can train AI models nine times faster and infer data 30 times faster, according to tech magazine Venture Beat. The soaring interest in building AI platforms led to a surge in demand for these products, which can sustainably boost Nvidia's revenue and profits. Nvidia's picks-and-shovels strategy shields it from some of the competition and uncertainty involved in building a consumer-facing AI platform to rival ChatGPT. And this likely contributes to its high valuation multiple of 60 times earnings. But you get what you pay for, and Nvidia is already a clear winner in the upcoming AI arms race. 2. Alphabet With Alphabet up by just 16% year to date, the market might be overlooking its AI potential. Its Google chatbot Bard underwhelmed some early observers, but investors seem to be underestimating the company's long-term potential to dominate the software side of the industry. Generative AI will disrupt Alphabet's search business because it can fulfill a similar role of answering customer queries. That said, there is no reason to believe these platforms will replace traditional search because search engines allow people to interact with the internet directly instead of having their experience filtered through a chatbot. Furthermore, as the owner of the world's two largest websites, Google and YouTube, Alphabet has access to a vast amount of data to train AI models. This will give it a rock-solid economic moat, as well as cost advantages as companies like Reddit and Twitter move to start charging fees to any AI platform that uses their data to train language models. With a price-to-earnings (P/E) multiple of just 20, Alphabet trades at an attractive discount to the Nasdaq 100's average of 27. Understanding the valuations Nvidia and Alphabet are great ways for investors to bet on AI technology -- backed by the stability and diversification of blue chip companies. But they serve slightly different investment strategies. As a hardware-focused company, Nvidia will directly benefit from industry growth through its chip sales, and the meteoric rise of its stock price in 2023 reflects that. On the other hand, Alphabet will have to struggle with rivals to capture the consumer market with its AI software. But its stock hasn't risen nearly as much this year, and the lower valuation suggests its potential success isn't already priced in, making it an arguably better buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944666678,"gmtCreate":1681830341295,"gmtModify":1681830345337,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"very informative","listText":"very informative","text":"very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944666678","repostId":"2327869497","repostType":2,"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945236309,"gmtCreate":1681481525001,"gmtModify":1681481529116,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"very informatiove","listText":"very informatiove","text":"very informatiove","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945236309","repostId":"1138147799","repostType":2,"repost":{"id":"1138147799","pubTimestamp":1681481102,"share":"https://ttm.financial/m/news/1138147799?lang=&edition=fundamental","pubTime":"2023-04-14 22:05","market":"us","language":"en","title":"Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1138147799","media":"TheFly","summary":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of ","content":"<html><head></head><body><p><strong>Top 5 Upgrades:</strong></p><ul><li><p>Goldman Sachs double upgraded <strong>VF Corp.</strong> (VFC) to Buy from Sell with a price target of $27, up from $26. VF&#39;s revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts &#34;now weighted to the upside,&#34; the analyst tells investors in a research note.</p></li><li><p>Barclays upgraded <strong>Mosaic</strong> (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets &#34;remain tight,&#34; and while record earnings from 2022 won&#39;t be repeated in 2023, there is &#34;enough buckets of opportunities&#34; in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.</p></li><li><p>Compass Point upgraded <strong>Argo Blockchain</strong> (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.</p></li><li><p>JPMorgan upgraded<strong> Huya</strong> (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.</p></li><li><p>Northcoast upgraded <strong>Casey&#39;s General Stores</strong> (CASY) to Buy from Neutral with a price target of $270, up from $247.</p></li></ul><p><strong>Top 5 Downgrades:</strong></p><ul><li><p>Piper Sandler downgraded <strong>Rivian Automotive</strong> (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian&#39;s strategy, but says the problem is that the strategy is costly.</p></li><li><p>Raymond James downgraded <strong>Check Point Software</strong> (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.</p></li><li><p>BTIG downgraded <strong>ViewRay</strong> (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.</p></li><li><p>Piper Sandler downgraded <strong>Steris</strong> (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.</p></li><li><p>Maxim downgraded <strong>Biocept</strong> (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.</p></li></ul><p><strong>Top 5 Initiations:</strong></p><ul><li><p>Stifel resumed coverage of <strong>Philip Morris</strong> (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm&#39;s top ideas in the space, believes it offers &#34;superior growth potential&#34; compared to both its tobacco and consumer staples peers.</p></li><li><p>Roth MKM initiated coverage of <strong>LiveOne</strong> (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen &#34;rapid advances&#34; in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.</p></li><li><p>BMO Capital reinstated coverage of <strong>Tyson Foods</strong> (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.</p></li><li><p>Stifel resumed coverage of <strong>Lamb Weston</strong> (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the &#34;sales recovery is compelling,&#34; while adding that it believes the multiple can continue to expand as investors &#34;appreciate the growth and ultimate margin opportunity.&#34;</p></li><li><p>Philip MorrisStephens initiated coverage of <strong>Shift4 Payments</strong> (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4&#39;s premium valuation fairly reflects the above peer growth and margin profile as well as the firm&#39;s confidence in the company&#39;s FY23 outlook, the analyst tells investors in a research note.</p></li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More</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\">\nTop Calls on Wall Street: Rivian, Philip Morris, Tyson Foods and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 22:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","PM":"菲利普莫里斯","TSN":"泰森食品"},"source_url":"https://thefly.com/landingPageNews.php?id=3694593&headline=VFC;CHKP;MOS;VRAY;STE;PM;LVO;TSN;ARBK;BIOC;LW;HUYA;CASY;FOUR-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138147799","content_text":"Top 5 Upgrades:Goldman Sachs double upgraded VF Corp. (VFC) to Buy from Sell with a price target of $27, up from $26. VF's revenue and earnings trajectory has underperformed the market, but the stock is nearing an inflection point with the balance of catalysts \"now weighted to the upside,\" the analyst tells investors in a research note.Barclays upgraded Mosaic (MOS) to Equal Weight from Underweight with a price target of $54, up from $52. Global agriculture markets \"remain tight,\" and while record earnings from 2022 won't be repeated in 2023, there is \"enough buckets of opportunities\" in the broader seed, fertilizer and ag processing space, the analyst tells investors in a research note.Compass Point upgraded Argo Blockchain (ARBK) to Buy from Neutral with a price target of $3, up from $2. The firm is revising estimates to reflect the most recent bitcoin price and global hash rate forecasts now that most crypto miners in its coverage have reported earnings and Q1 bitcoin production.JPMorgan upgraded Huya (HUYA) to Neutral from Underweight with a price target of $3, up from $2.30. The analyst sees a better outlook for the China live streaming industry in 2023.Northcoast upgraded Casey's General Stores (CASY) to Buy from Neutral with a price target of $270, up from $247.Top 5 Downgrades:Piper Sandler downgraded Rivian Automotive (RIVN) to Neutral from Overweight with a price target of $15, down from $63. The analyst still likes Rivian's strategy, but says the problem is that the strategy is costly.Raymond James downgraded Check Point Software (CHKP) to Market Perform from Outperform without a price target. Broader software spending intentions have decelerated and could ultimately lead to a period of deflation, the analyst tells investors in a research note.BTIG downgraded ViewRay (VRAY) to Neutral from Buy without a price target. The company announced preliminary Q1 results below expectations, cut its full-year guidance, discussed a high Q1 burn that means cash will only last into Q1 of 2024, and announced it is evaluating strategic alternatives, the analyst tells investors in a research note. ViewRay was also downgraded to Perform from Outperform at Oppenheimer and to Hold from Buy at Stifel.Piper Sandler downgraded Steris (STE) to Neutral from Overweight with a price target of $197, down from $215. The analyst sees risk that management guides fiscal 2024 earnings growth below the Street and to levels that warrant a lower valuation than what Steris has established in recent years.Maxim downgraded Biocept (BIOC) to Hold from Buy. The company announced that it has commenced a process to explore and evaluate strategic alternatives to enhance shareholder value in January, with potential strategic alternatives that may be explored or evaluated as part of this process including an acquisition, merger, reverse merger, or other business combinationy, the analyst tells investors in a research note.Top 5 Initiations:Stifel resumed coverage of Philip Morris (PM) with a Buy rating and $114 price target. The analyst, who identifies Philip Morris as among the firm's top ideas in the space, believes it offers \"superior growth potential\" compared to both its tobacco and consumer staples peers.Roth MKM initiated coverage of LiveOne (LVO) with a Buy rating and $2.80 price target. LiveOne has created an ecosystem centered around live music and streaming audio, and has seen \"rapid advances\" in its ability to monetize the networks across a growing range of revenue sources, the analyst tells investors in a research note.BMO Capital reinstated coverage of Tyson Foods (TSN) with a Market Perform rating and $66 price target. The company is implementing internal actions to improve performance, deploying capital to expand capacity and building its earnings potential over time, the analyst says.Stifel resumed coverage of Lamb Weston (LW) with a Hold rating and $115 price target. The firm is seeing pricing push up significantly and contends the \"sales recovery is compelling,\" while adding that it believes the multiple can continue to expand as investors \"appreciate the growth and ultimate margin opportunity.\"Philip MorrisStephens initiated coverage of Shift4 Payments (FOUR) with an Equal Weight rating and $80 price target. After the 27% year-to-date run-up in the stock, Shift4's premium valuation fairly reflects the above peer growth and margin profile as well as the firm's confidence in the company's FY23 outlook, the analyst tells investors in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948235138,"gmtCreate":1680710850625,"gmtModify":1680710853552,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative&nbsp;","listText":"Very informative&nbsp;","text":"Very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948235138","repostId":"1152406086","repostType":4,"repost":{"id":"1152406086","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":1680708318,"share":"https://ttm.financial/m/news/1152406086?lang=&edition=fundamental","pubTime":"2023-04-05 23:25","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1152406086","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:Bank of America reiterates Disney as buyBank of Am","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Bank of America reiterates Disney as buy</h2><p>Bank of America said Disney remains “best-in-class.”</p><p>“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”</p><h2 style=\"text-align: start;\">Wells Fargo reiterates BlackRock as overweight</h2><p>Wells said its standing by its overweight rating on the asset manager.</p><p>“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”</p><h2 style=\"text-align: start;\">Cowen initiates Arhaus as outperform</h2><p>Cowen said the luxury furniture company has a fast trajectory to growth.</p><p>“ARHS is attractively positioned in the $94bn luxury furniture industry &amp; remains early in its growth journey.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Douglas Emmett to overweight from neutral</h2><p>Piper said it sees more upside in shares of the real estate investment trust.</p><p>“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”</p><h2 style=\"text-align: start;\">UBS upgrades First Citizens BancShares to buy from sell</h2><p>UBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.</p><p>“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”</p><h2 style=\"text-align: start;\">Baird upgrades Zions Bancorporation to outperform from neutral</h2><p>Baird said in its upgrade of the bank that it likes its diversified footprint.</p><p>“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”</p><h2 style=\"text-align: start;\">UBS upgrades Sealed Air to buy from neutral</h2><p>UBS said the selloff in shares of the air packaging products company is overdone.</p><p>“2H inflection to lift sentiment &amp; stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Clean Energy to outperform from market perform</h2><p>Raymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.</p><p>“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said its survey checks show Apple is still a top pick for teens.</p><p>“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”</p><h2 style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies said the social media giant is well positioned for the long term.</p><p>“We believe META can accelerate rev growth in 2H23.”</p><h2 style=\"text-align: start;\">Deutsche Bank initiates Wyndham Hotels and Resorts as buy</h2><p>Deutsche said in its initiation of the hotel company that the selloff in shares is overdone.</p><p>“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”</p><h2 style=\"text-align: start;\">Baird downgrades ON Holding to neutral from outperform</h2><p>Baird said it’s reducing exposure on the stock as consumers rein in spending.</p><p>“Using strength to further reduce exposure; downgrading ONON<u>,</u> XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”</p><h2 style=\"text-align: start;\">Bank of America upgrades Livent to buy from neutral</h2><p>Bank of America said the lithium company’s “value proposition” has increased.</p><p>“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Cigna and United Health to strong buy from outperform</h2><p>Raymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”</p><p>“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.</p><h2 style=\"text-align: start;\">Needham reiterates Amazon as buy.</h2><p>Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.</p><p>“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades SLM to overweight from underweight</h2><p>Morgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.</p><p>“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”</p><h2 style=\"text-align: start;\">Wedbush upgrades Dutch Bros to outperform from neutral</h2><p>Wedbush upgraded the coffee chain and said it sees more upside.</p><p>“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.</p><p>“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”</p><h2 style=\"text-align: start;\">Argus upgrades Meta to buy from hold</h2><p>Argus said it likes Meta’s cost cutting initiatives.</p><p>“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”</p><h2 style=\"text-align: start;\">Citi adds a positive catalyst watch on United Airlines</h2><p>Citi said the selloff in the airline’s shares is overdone.</p><p>“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”</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>Top Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More</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\">\nTop Calls on Wall Street: Apple, Amazon, Meta, Disney, United Health and More\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\">2023-04-05 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Bank of America reiterates Disney as buy</h2><p>Bank of America said Disney remains “best-in-class.”</p><p>“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”</p><h2 style=\"text-align: start;\">Wells Fargo reiterates BlackRock as overweight</h2><p>Wells said its standing by its overweight rating on the asset manager.</p><p>“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”</p><h2 style=\"text-align: start;\">Cowen initiates Arhaus as outperform</h2><p>Cowen said the luxury furniture company has a fast trajectory to growth.</p><p>“ARHS is attractively positioned in the $94bn luxury furniture industry &amp; remains early in its growth journey.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Douglas Emmett to overweight from neutral</h2><p>Piper said it sees more upside in shares of the real estate investment trust.</p><p>“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”</p><h2 style=\"text-align: start;\">UBS upgrades First Citizens BancShares to buy from sell</h2><p>UBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.</p><p>“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”</p><h2 style=\"text-align: start;\">Baird upgrades Zions Bancorporation to outperform from neutral</h2><p>Baird said in its upgrade of the bank that it likes its diversified footprint.</p><p>“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”</p><h2 style=\"text-align: start;\">UBS upgrades Sealed Air to buy from neutral</h2><p>UBS said the selloff in shares of the air packaging products company is overdone.</p><p>“2H inflection to lift sentiment &amp; stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Clean Energy to outperform from market perform</h2><p>Raymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.</p><p>“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said its survey checks show Apple is still a top pick for teens.</p><p>“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”</p><h2 style=\"text-align: start;\">Jefferies reiterates Meta as buy</h2><p>Jefferies said the social media giant is well positioned for the long term.</p><p>“We believe META can accelerate rev growth in 2H23.”</p><h2 style=\"text-align: start;\">Deutsche Bank initiates Wyndham Hotels and Resorts as buy</h2><p>Deutsche said in its initiation of the hotel company that the selloff in shares is overdone.</p><p>“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”</p><h2 style=\"text-align: start;\">Baird downgrades ON Holding to neutral from outperform</h2><p>Baird said it’s reducing exposure on the stock as consumers rein in spending.</p><p>“Using strength to further reduce exposure; downgrading ONON<u>,</u> XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”</p><h2 style=\"text-align: start;\">Bank of America upgrades Livent to buy from neutral</h2><p>Bank of America said the lithium company’s “value proposition” has increased.</p><p>“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”</p><h2 style=\"text-align: start;\">Raymond James upgrades Cigna and United Health to strong buy from outperform</h2><p>Raymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”</p><p>“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.</p><h2 style=\"text-align: start;\">Needham reiterates Amazon as buy.</h2><p>Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.</p><p>“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades SLM to overweight from underweight</h2><p>Morgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.</p><p>“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”</p><h2 style=\"text-align: start;\">Wedbush upgrades Dutch Bros to outperform from neutral</h2><p>Wedbush upgraded the coffee chain and said it sees more upside.</p><p>“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.</p><p>“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”</p><h2 style=\"text-align: start;\">Argus upgrades Meta to buy from hold</h2><p>Argus said it likes Meta’s cost cutting initiatives.</p><p>“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”</p><h2 style=\"text-align: start;\">Citi adds a positive catalyst watch on United Airlines</h2><p>Citi said the selloff in the airline’s shares is overdone.</p><p>“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SEE":"希悦尔","LTHM":"Livent Corp.","UAL":"联合大陆航空","FCNCA":"第一公民银行股份","META":"Meta Platforms, Inc.","ARHS":"Arhaus, Inc.","WH":"Wyndham Hotels & Resorts Inc","UNH":"联合健康","AAPL":"苹果","BLK":"贝莱德","DIS":"迪士尼","ZION":"齐昂银行","CLNE":"Clean Energy Fuels Corp","DEI":"道格拉斯艾美特","SLM":"学贷美","ONON":"On Holding AG","CI":"信诺保险","BROS":"Dutch Bros Inc.","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152406086","content_text":"Here are Wednesday’s biggest calls on Wall Street:Bank of America reiterates Disney as buyBank of America said Disney remains “best-in-class.”“DIS has a collection of best-in-class premiere assets. The presence of Bob Iger as CEO should support investor sentiment. Near term catalysts include: (1) additional updates on the strategic outlook for DIS, (2) continued robust theme park demand and (3) sports betting optionality at ESPN.”Wells Fargo reiterates BlackRock as overweightWells said its standing by its overweight rating on the asset manager.“We remain at Overweight, mainly on the relative prospects for BLK’s fund flows and the firm’s financial strength.”Cowen initiates Arhaus as outperformCowen said the luxury furniture company has a fast trajectory to growth.“ARHS is attractively positioned in the $94bn luxury furniture industry & remains early in its growth journey.”Piper Sandler upgrades Douglas Emmett to overweight from neutralPiper said it sees more upside in shares of the real estate investment trust.“As DEI laid out at last week’s Hawaii event, its core small tenants remain active, while its multifamily deliveries are exceeding pro forma.”UBS upgrades First Citizens BancShares to buy from sellUBS said it’s bullish on the company’s acquisition of Silicon Valley Bank’s assets.“We are double upgrading FCNCA to Buy from Sell and increasing our PT to $1,206 from $538 following the announcement of the company’s acquisition of SIVB.”Baird upgrades Zions Bancorporation to outperform from neutralBaird said in its upgrade of the bank that it likes its diversified footprint.“Upgrading ZION to Outperform with the stock trading at levels not seen since the GFC.”UBS upgrades Sealed Air to buy from neutralUBS said the selloff in shares of the air packaging products company is overdone.“2H inflection to lift sentiment & stock. We believe the market is pricing in ~10% lower EBITDA vs 2023 cons, reflecting ~12% organic Y/Y EBITDA declines and minimal growth into 2024.”Raymond James upgrades Clean Energy to outperform from market performRaymond James said in its upgrade of Clean Energy Fuels that it sees a “tactical” buying opportunity right now.“This stock’s always-volatile attributes — it is emphatically not a buy-and-hold name — makes it essential to be tactical, and that means short-term trading calls.”Piper Sandler reiterates Apple as overweightPiper said its survey checks show Apple is still a top pick for teens.“Overall, we view the survey results as a sign that Apple’s place as the dominant device brand among teens remains well intact.”Jefferies reiterates Meta as buyJefferies said the social media giant is well positioned for the long term.“We believe META can accelerate rev growth in 2H23.”Deutsche Bank initiates Wyndham Hotels and Resorts as buyDeutsche said in its initiation of the hotel company that the selloff in shares is overdone.“We believe the recent underperformance in WH shares, which have underperformed the lodging C-Corp peer group average by ~1,500 bps in the YTD is overdone and primarily related to regional banking concerns on funding availability for development/unit growth.”Baird downgrades ON Holding to neutral from outperformBaird said it’s reducing exposure on the stock as consumers rein in spending.“Using strength to further reduce exposure; downgrading ONON, XPOF, EWCZ. We are further reducing group exposure by downgrading several high-quality stocks following sharp year-to-date gains.”Bank of America upgrades Livent to buy from neutralBank of America said the lithium company’s “value proposition” has increased.“LTHM’s conservative pricing strategy has resulted in a more modest earnings growth profile vs. its aggressive peers.”Raymond James upgrades Cigna and United Health to strong buy from outperformRaymond James upgraded several health care company’s on Wednesday and said “the set-up has improved markedly with the valuation reset amid the improving regulatory backdrop.”“We are upgrading shares of UNH and CI to Strong Buy while also raising our price target on UNH to $630 and maintaining our CI price target of $350.Needham reiterates Amazon as buy.Needham said it’s bullish on Amazon’s ad infrastructure known as the retail media network.“AMZN’s retail media network (RMN) dollars are coming from the shopper marketing TAM of $100B globally and $60B in the US.”Morgan Stanley upgrades SLM to overweight from underweightMorgan Stanley double upgraded the student loan company and said it sees “better-than-feared credit quality” for SLM.“Double Upgrade to OW; Relative Call in a World of Deteriorating Consumer Credit.”Wedbush upgrades Dutch Bros to outperform from neutralWedbush upgraded the coffee chain and said it sees more upside.“We also view BROS’ current valuation as an overly pessimistic assessment of its medium- and long-term annual growth algorithm. Therefore, we upgrade to OUTPERFORM from NEUTRAL.”Bank of America reiterates Apple as buyBank of America raised its price target on Apple to $168 per share from $158 and said it sees iPhone trends stabilizing.“Our checks suggest that iPhones and Services are stable to better additionally aided by incremental FX tailwinds.”Argus upgrades Meta to buy from holdArgus said it likes Meta’s cost cutting initiatives.“Meta is making deep cost cuts that should boost profitability even in an uncertain macroeconomic environment.”Citi adds a positive catalyst watch on United AirlinesCiti said the selloff in the airline’s shares is overdone.“Although United Airlines’ shares have outperformed this year, they have lost ca. 22% of their value over the past month. With a view at upcoming 1Q results, a modestly good 2Q guide and the carrier maintaining a strong 2023 guide, we think United could recoup lost ground, over the next month.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981092373,"gmtCreate":1666335844292,"gmtModify":1676537743352,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Interesting. Should keep an eye on this.","listText":"Interesting. Should keep an eye on this.","text":"Interesting. Should keep an eye on this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981092373","repostId":"2276491835","repostType":2,"repost":{"id":"2276491835","pubTimestamp":1666336568,"share":"https://ttm.financial/m/news/2276491835?lang=&edition=fundamental","pubTime":"2022-10-21 15:16","market":"us","language":"en","title":"3 Bargain Stocks Cathie Wood Loves","url":"https://stock-news.laohu8.com/highlight/detail?id=2276491835","media":"Motley Fool","summary":"The iconic growth stock investor isn't afraid to go for value if there are promising catalysts in the future.","content":"<html><head></head><body><p>When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It&#39;s a fair assessment. The CEO, co-founder, and chief stock picker for the ARK Invest family of exchange-traded funds (ETFs) had a spectacular run in 2020 when the market rallied around disruptive growth stocks.</p><p>Her returns have lagged the market badly over most of these last two years, but it doesn&#39;t mean that you want to dismiss her shot at pulling another 2020 out of her pocket. She continues to buy some of the most dynamic publicly traded companies, but she also has some investments that could be considered bargains right now. <a href=\"https://laohu8.com/S/ROKU\"><b>Roku</b></a>, <a href=\"https://laohu8.com/S/DE\"><b>Deere &amp; Company</b></a>, and <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</b> (ZM) are three of her holdings that I think are bargains right now.</p><h2>1. <a href=\"https://laohu8.com/S/ROKU\">Roku</a></h2><p>If you define bargains solely on profit multiples, you might be tempted to change the channel when it comes to Roku. The once-profitable leader of streaming video is in the red, and Wall Street pros see the losses continuing until 2026.</p><p>But the stock has never been cheaper based on its revenue multiple. Toss in a strong cash-rich balance sheet, and Roku is trading at an enterprise value that is less than two times trailing revenue for the first time in its history.</p><p>Roku is still growing. Active users, hours streamed on the platform, and average revenue per user all increased by healthy double-digit percentages in its latest quarter. Its latest guidance suggests that there will be some near-term challenges to its ad-dependent business model, but the loudest bear argument -- that we won&#39;t stream as much with the pandemic fading in the rearview mirror -- has proved to be toothless. Roku stock is down nearly 90% from last year&#39;s peak, but its business is holding up a lot better than its stock chart.</p><h2>2. <a href=\"https://laohu8.com/S/DE\">Deere</a></h2><p>Wood doesn&#39;t mind buying an old company if it&#39;s teaching the world new tricks. Deere has been a titan in agricultural, commercial, and construction equipment for generations.</p><p>Unlike many of her investments, this one packs a dividend and a reasonable earnings multiple into its value proposition. The 1.2% yield isn&#39;t going to turn heads these days, but Deere is trading for less than 17 times the midpoint of its earnings guidance for the current fiscal year. Wall Street analysts have it trading at just 14 times next year&#39;s profit target.</p><p>Deere&#39;s business initially took a hit at the first whiff of the pandemic, but it&#39;s been rolling ever since. At the end of this month, it will conclude its second fiscal year of double-digit revenue growth. Margins are holding up despite all of the world&#39;s distractions. The outlook is positive for the next few years despite all of the current global calamity. Farms still need to be tended to, since we all have to eat.</p><p>There may be a cyclical bent to its smaller forestry and heavy construction equipment segments, but money will eventually be spent on those fronts.</p><h2>3. <a href=\"https://laohu8.com/S/ZM\">Zoom Video</a></h2><p>Let&#39;s close out with the videoconferencing leader that has a bit of the bargain traits of the two stocks I mentioned earlier.</p><p>Like Roku, Zoom Video is a bargain because it&#39;s trading well below its high-water mark. The shares have fallen 87% since peaking two years ago. Like Deere, this stock fetches a reasonable earnings multiple. Zoom Video can be had for just 15 times last fiscal year&#39;s earnings, but -- and this is important -- unlike Deere, the bottom line is going the wrong way. Zoom Video is trading for less than 20 times forward earnings expectations.</p><p>Deceleration has been brutal at Zoom Video since the initial popularity burst when shelter-in-place mandates kicked in. It helped us learn, work, and socialize when getting together in person wasn&#39;t safe or feasible. Zoom Video will want to get its brake pads checked after how quickly the former speedster slammed on the brakes. The past six quarters of year-over-year revenue deceleration have been brutal.</p><ul><li>Q4 2021: 369%</li><li>Q1 2022: 191%</li><li>Q2 2022: 54%</li><li>Q3 2022: 35%</li><li>Q4 2022: 21%</li><li>Q1 2023: 12%</li><li>Q2 2023: 8%</li></ul><p>Guidance it issued last time out calls for the slowdown to continue, as it eyes a mere 5% increase in revenue for the current fiscal quarter. Profitability has been contracting, but companies keep investing in a healthy Zoom presence given a net dollar-based expansion rate above 120%.</p><p>Casual users might have forgotten their Zoom log-ins, but the high-tech telecom stock is still investing on platform enhancements. The company also has a cash-rich balance sheet, so it&#39;s already-low P/E ratio is even lower if we go by enterprise value instead of market capitalization.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Bargain Stocks Cathie Wood Loves</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\">\n3 Bargain Stocks Cathie Wood Loves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It's a fair assessment. The CEO, co-founder, and chief stock...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","DE":"迪尔股份有限公司","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/10/20/3-bargain-stocks-cathie-wood-loves/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276491835","content_text":"When you hear the name Cathie Wood, you immediately gravitate to next-gen growth stocks with sky-high multiples and boom-or-bust prospects. It's a fair assessment. The CEO, co-founder, and chief stock picker for the ARK Invest family of exchange-traded funds (ETFs) had a spectacular run in 2020 when the market rallied around disruptive growth stocks.Her returns have lagged the market badly over most of these last two years, but it doesn't mean that you want to dismiss her shot at pulling another 2020 out of her pocket. She continues to buy some of the most dynamic publicly traded companies, but she also has some investments that could be considered bargains right now. Roku, Deere & Company, and Zoom Video Communications (ZM) are three of her holdings that I think are bargains right now.1. RokuIf you define bargains solely on profit multiples, you might be tempted to change the channel when it comes to Roku. The once-profitable leader of streaming video is in the red, and Wall Street pros see the losses continuing until 2026.But the stock has never been cheaper based on its revenue multiple. Toss in a strong cash-rich balance sheet, and Roku is trading at an enterprise value that is less than two times trailing revenue for the first time in its history.Roku is still growing. Active users, hours streamed on the platform, and average revenue per user all increased by healthy double-digit percentages in its latest quarter. Its latest guidance suggests that there will be some near-term challenges to its ad-dependent business model, but the loudest bear argument -- that we won't stream as much with the pandemic fading in the rearview mirror -- has proved to be toothless. Roku stock is down nearly 90% from last year's peak, but its business is holding up a lot better than its stock chart.2. DeereWood doesn't mind buying an old company if it's teaching the world new tricks. Deere has been a titan in agricultural, commercial, and construction equipment for generations.Unlike many of her investments, this one packs a dividend and a reasonable earnings multiple into its value proposition. The 1.2% yield isn't going to turn heads these days, but Deere is trading for less than 17 times the midpoint of its earnings guidance for the current fiscal year. Wall Street analysts have it trading at just 14 times next year's profit target.Deere's business initially took a hit at the first whiff of the pandemic, but it's been rolling ever since. At the end of this month, it will conclude its second fiscal year of double-digit revenue growth. Margins are holding up despite all of the world's distractions. The outlook is positive for the next few years despite all of the current global calamity. Farms still need to be tended to, since we all have to eat.There may be a cyclical bent to its smaller forestry and heavy construction equipment segments, but money will eventually be spent on those fronts.3. Zoom VideoLet's close out with the videoconferencing leader that has a bit of the bargain traits of the two stocks I mentioned earlier.Like Roku, Zoom Video is a bargain because it's trading well below its high-water mark. The shares have fallen 87% since peaking two years ago. Like Deere, this stock fetches a reasonable earnings multiple. Zoom Video can be had for just 15 times last fiscal year's earnings, but -- and this is important -- unlike Deere, the bottom line is going the wrong way. Zoom Video is trading for less than 20 times forward earnings expectations.Deceleration has been brutal at Zoom Video since the initial popularity burst when shelter-in-place mandates kicked in. It helped us learn, work, and socialize when getting together in person wasn't safe or feasible. Zoom Video will want to get its brake pads checked after how quickly the former speedster slammed on the brakes. The past six quarters of year-over-year revenue deceleration have been brutal.Q4 2021: 369%Q1 2022: 191%Q2 2022: 54%Q3 2022: 35%Q4 2022: 21%Q1 2023: 12%Q2 2023: 8%Guidance it issued last time out calls for the slowdown to continue, as it eyes a mere 5% increase in revenue for the current fiscal quarter. Profitability has been contracting, but companies keep investing in a healthy Zoom presence given a net dollar-based expansion rate above 120%.Casual users might have forgotten their Zoom log-ins, but the high-tech telecom stock is still investing on platform enhancements. The company also has a cash-rich balance sheet, so it's already-low P/E ratio is even lower if we go by enterprise value instead of market capitalization.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917038067,"gmtCreate":1665380112959,"gmtModify":1676537596301,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Interesting article. Keep an eye on this.","listText":"Interesting article. Keep an eye on this.","text":"Interesting article. Keep an eye on this.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917038067","repostId":"1157714171","repostType":4,"repost":{"id":"1157714171","pubTimestamp":1665360433,"share":"https://ttm.financial/m/news/1157714171?lang=&edition=fundamental","pubTime":"2022-10-10 08:07","market":"sg","language":"en","title":"Sea Limited: A Defining Moment In Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1157714171","media":"Seeking Alpha","summary":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their o","content":"<html><head></head><body><h2>Summary</h2><ul><li>In the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.</li><li>Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.</li><li>CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.</li><li>Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.</li><li>This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0094e919484ca41ffbb53a0abe8ab32a\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\"/><span>Wachiwit</span></p><h2>What’s The Goal Of This Article?</h2><p>If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.</p><p>Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acb0bd5d2ab39c459620e2fe048d03fa\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>My goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder &amp; CEO Forrest Li.</p><h2>Let’s Layout The Risks And Challenges Of Investing Now</h2><p>Sea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena&#39;s success to ensure the other parts of the business can continue to grow.</p><p>Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire&#39;s growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.</p><p>Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.</p><p>Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.</p><p>My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6206a58507aa48753e603c3e59f59059\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/><span>History of Employee Growth (Simply Wall St. App)</span></p><p>That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.</p><p>Let’s sum up these challenges which have created possible risk in the business, these past few quarters.</p><ul><li>Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.</li><li>Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021</li><li>Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.</li><li>The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics &amp; geopolitical perspective.</li><li>Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3886a4f8968ff39bdf53960fc0787e40\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)</span></p><h2>The Defining Moment</h2><p>Okay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.</p><p>However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.</p><p>I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.</p><p>My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.</p><p>Here are all the things Forrest and his leadership team have done to cut costs in the recent months:</p><ul><li>CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)</li><li>Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation units</li><li>The e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.</li><li>Shopee will be completely exiting Argentina which is where MercadoLibre is Headquartered</li><li>The Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new games</li><li>Shopee has withdrawn job offers and shutdown operations in India and France</li><li>As of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 daily</li><li>Hotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also applied</li></ul><p>So some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.</p><p>The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa72d9ee4941411d6f564c631da6fcf3\" tg-width=\"640\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><span>1yr Analyst Price Targets (Simply Wall St. App)</span></p><h2>Where To Find The Positive Future?</h2><p>In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.</p><ul><li>Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.</li><li>Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.</li><li>SeaMoney is expected to be Cash flow positive by FY23.</li><li>Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.</li><li>I expect to see less stock-based compensation and more control on all expenses.</li><li>Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.</li><li>Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.</li></ul><h2>Summary</h2><p>There have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6383d2ba72b71e9f23420bd62e9fe9b0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/><span>Forward Price to Sales Ratio (Simply Wall St.)</span></p><p>I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d286e5f6047200423e6ecbd1bad440b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Dauntless by Phoenix Labs (Phoenix Labs Website)</span></p><p>I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.</p><p>This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.</p><p><i>This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: A Defining Moment In Time</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\">\nSea Limited: A Defining Moment In Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time\">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"},"source_url":"https://seekingalpha.com/article/4545445-sea-limited-defining-moment-in-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157714171","content_text":"SummaryIn the immediate term, Sea Limited is focused on finding every way they can to reduce their operating costs.Sea Limited is taking on aggressive measures to become free-cash-flow positive as soon as possible.CEO Forrest Li is committed to changing the focus of the company on profits versus growth at all costs.Sea Limited has experienced decline in their gaming business Garena and other parts of the business are not yet profitable.This stock is 7x cheaper from a year ago, with a price-to-sales ratio under 3!WachiwitWhat’s The Goal Of This Article?If you invested in Sea Limited (NYSE:SE) throughout 2020 and 2021 like I did, you are surely not happy with your loss of returns. This company was dubbed by many as “the Amazon (AMZN) of South Asia and soon to be all of Latin America” and take over MercadoLibre’s (MELI) territory, and maybe even Europe. It was a three-headed monster of revenue growth in e-commerce, gaming, and digital banking.Now if you invested in Sea Limited earlier like three years ago, you probably are not too upset considering you are still up 93% on your return. Just one supporting example of getting in a stock at a reasonable price and holding in the long-term pays off. Sea Limited was the FinTwit darling of the investment community, everyone was talking about the massive revenue growth it was delivering. The stock reached a 52-week all-time high of $372 a share this year and since then has lost over 83% of its value! So, was Sea Limited just one of the biggest one hit wonders in the stock market, or is there more to the story?Data by YChartsMy goals of this article are to share both the risks that are in place in buying more shares of Sea Limited or starting a position in the stock, but also why I believe there is a much higher chance of reward if you do so. I believe the next 12-18 months are going to be a defining moment for Sea Limited as a company, stock, as well as for their Founder & CEO Forrest Li.Let’s Layout The Risks And Challenges Of Investing NowSea Limited is a holding company with three businesses under it, Garena their digital gaming arm, Shopee their e-commerce business, and SeaMoney the finance arm. Sea Limited has always relied on the profitable part of their business, Garena, to fuel financing the growth in their other two businesses. In a business model like this, it puts concentration risk on the necessity of Garena's success to ensure the other parts of the business can continue to grow.Sea Limited’s Garena started out distributing well known game titles on their social online gaming platform Garena+, in various countries across Southeast Asia and Taiwan, including the online football (soccer) game FIFA Online, the first-person shooter game Point Blank, and multiplayer online battle arena (MOBA) games like League of Legends and Arena of Valor. However, Garena also started publishing games and released its own game Free Fire, which was an instant success. Free Fire has been the number one mobile game on the App Store and Google Play Store for several years now. It was the Free Fire franchise that has caused Garena to be a profitable business for Sea Limited. Free Fire's growth peaked with over 243 million players monthly in 2021, but has now declined by 23% to a little over 189 million players.Now if you are like me, and are concerned that there is concentration risk to Sea Limited producing cash, because of its heavy reliance on Free Fire, you would be right. However, at the time of my first investments in Sea Limited I was able to look over this because I was still bullish on all the fast expansion Sea Limited was delivering with its other business units.Sea Limited was using its mobile game to intrigue gamers in multiple regions to use its other online products like Shopee and SeaMoney. Sea Limited expanded from their Southeast Asia Market into Latin America and even European countries like France and Poland. Sea limited then started building new businesses like their food delivery services and an artificial intelligence business segment called SeaAI.My point to all of this was Forrest Li and his company were scaling their business rapidly fast to capture as much market share as they could and turn profits later, when they felt it was the right time. Money was cheap in 2020, we had mobile gaming and e-commerce at all-time highs, due to the pandemic constraints. Sea Limited was so committed to achieving fast paced growth that it grew its employee count from under 34,000 to nearly 68,000 in the year of 2021.History of Employee Growth (Simply Wall St. App)That was a very aggressive and large gamble that essentially backfired on the company, one could argue. After 2021 the world changed again, with the pandemic ending and the macroeconomics and geo-political landscape becoming what it is today. Since then gaming has decreased significantly, hence the huge decline in Garena Entertainment revenues, which also contributed to the over $1 billion in net losses this recent Q2.Let’s sum up these challenges which have created possible risk in the business, these past few quarters.Free Fire has had its daily average player decrease by over 50% in one year to 18.3 million and monthly average players 23%.Sea Limited is on average losing over $1 billion in cash per quarter since Q3 of 2021Sea Limited over-hired by doubling its employee count in one year and over extended itself in trying to capture multiple global regions of marketshare.The company was committed to growth at all cost and was not prepared for if conditions were not ideal or relatively difficult from a macroeconomics & geopolitical perspective.Sea Limited is not projected to be profitable next year in 2023, and right now the stock market is not in favor of money losing growth businesses.Sea Limited Cash on Hand (Sea Limited Q2 Earnings Presentation)The Defining MomentOkay, so if you are like me and are down significantly from your cost basis on your investment of Sea Limited, you may ask yourself “Is it time to sell? And most importantly do I believe Forrest Li and leadership can turn this ship around?” because if you don’t believe in the capabilities of the leadership team, then you may want to sell your shares now, because in the short-term things still might be painful for a bit.However, let me share why I believe this is the defining moment that we see Sea Limited transform into a stronger business with a more mature focus on steady and reliable growth. Since the Q2 earnings presentation, Sea Limited has cut giving guidance on its e-commerce business Shopee as the macroeconomic headwinds are too hard to predict and this allows them to focus all efforts not on rapid revenue growth but optimizing costs and efficiencies.I was extremely impressed with CEO Forrest Li’s letter to employees this past September, around creating a self-sufficient and sustainable business that doesn’t require any more third party funding to operate. I believe Forrest is evolving as a CEO and leader and recognizes the growth at all cost approach was not necessarily a mistake, but an approach that can backfire if the world of macroeconomics has a 180-degree shift. This shift is exactly what happened for global economics considering all of the following events happening, the war of Ukraine and Russia, supply chain issues, inflation and the cost for energy, and the economic aftermath of the pandemic.My point is Forrest appears to be humble and strategic enough to know when the company must change course and do it fast to adapt in the new world, we are living in. In my opinion, this is a sign of a great leader and indications of someone that you can trust with your investment. The decisions the leadership team at Sea Limited had to make were not easy ones but necessary to position themselves to where they would not need to get more external financial funding and had a path to free cash flow positive and eventually profitability.Here are all the things Forrest and his leadership team have done to cut costs in the recent months:CEO Forrest Li and his leadership team decided they will not take any cash compensation until the company achieves self-sufficiency (assuming this means until Sea Limited is free-cash-flow positive.)Sea Limited cut staff by 3% in Shopee Indonesia and its marketing and operation unitsThe e-commerce arm Shopee will also shut down local operations in Chile, Colombia, Mexico, but will maintain cross-border operations.Shopee will be completely exiting Argentina which is where MercadoLibre is HeadquarteredThe Garena gaming unit will be laying off hundreds of staff, totaling 15% of their workforce in their Shanghai office and canceled several new gamesShopee has withdrawn job offers and shutdown operations in India and FranceAs of October 1st, Sea will cap business travel to economy class flight fares, with travel meal expenses of $30 dailyHotel Stays for business trips capped at $150 a night, and travel for local taxi and ride sharing also appliedSo some would read this as a lot of negative news for Sea Limited, but I would argue that this is what is needed and this focused approach on profitability over growth and gaining self-sufficiency will be the inflection point for this company. So many companies try to run the Amazon business model with trying to grow at all cost, capture marketshare, and then choose when to pull the profitability levers in their business.The reality is Amazon had a business model that was one in a million! To be able to continue and fund their aggressive pursuit for market share dominance and growth at all costs, they bet on creating cloud computing with AWS, which became the ultimate cash cow. This is why in some facets their business model should not be adopted or at least tried to be completely replicated.1yr Analyst Price Targets (Simply Wall St. App)Where To Find The Positive Future?In my opinion, this could be the defining moment for Forrest Li’s turnaround of Sea Limited and making it a long-term profitable company a lot faster than what was originally projected. Here are some of the positive catalysts we could see.Sea Limited will now focus on its primary markets of business such as Southeast Asia and Brazil now, and could see increased revenues.Traditionally the 2H of e-commerce businesses are much higher, so we could possibly see that here.SeaMoney is expected to be Cash flow positive by FY23.Parts of Shopee in Taiwan and Southeast Asia are projected to be EBITA positive by FY23.I expect to see less stock-based compensation and more control on all expenses.Garena has new games that are in the pipeline of their game studio Phoenix Labs, who created the hit RPG franchise Dauntless.Garena could see growth from their investment in VIC Game Studios, who have a hit franchise called Black Clover that is releasing its RPG mobile version later this year.SummaryThere have been numerous changes within the business that in the long run, I believe will make them more resilient and control their own fate, opposed to needing to rely on external financing for growth. I also believe with less regions to focus on expansion and more focus on concentrated execution, Shopee will be a more efficient and optimized e-commerce business. This company is trading significantly much cheaper than it was a year ago and is cheaper than its peers.Forward Price to Sales Ratio (Simply Wall St.)I believe Garena has shown us they know how to create a winning franchise mobile video game and monetize it effectively and will do so with other titles in the future. Remember, as long as Sea Limited gets a handle on their spending and business operations, they still have $7.8 billion in cash to put towards their operations. I expect to see goodness from the new games coming from VIC Game Studios and Phoenix Labs, especially if Phoenix Labs could release a mobile version of Dauntless, as it is only on consoles yet it still has 30 million players worldwide!Dauntless by Phoenix Labs (Phoenix Labs Website)I will agree this past year has been a crushing blow in the markets, especially for Sea Limited, but I feel these next one to two years are going to show the adaptability and resilience of Forest Li and the company. I know an 83% drop from all time highs hurt like a punch in the gut, but Amazon also had a drop or two like this over its history. I am not saying Sea Limited is the next Amazon, but saying that Sea Limited is not a dead company by any means. I believe they can bounce back and get to those all-time highs for patient investors.This company still has nearly 30% revenue growth year over year, $7.8 billion in cash, new revenue catalysts ahead of it, a new company focus on free-cash-flow positive operations, and secular tailwinds to ride with e-commerce, mobile gaming, and esports, and providing fintech solutions for the unbanked.This article was written by Dominic Rinaldi for reference. Please pay attention to the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934649103,"gmtCreate":1663247682302,"gmtModify":1676537235743,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"Very informative.","listText":"Very informative.","text":"Very informative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934649103","repostId":"1171304325","repostType":4,"repost":{"id":"1171304325","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":1663242842,"share":"https://ttm.financial/m/news/1171304325?lang=&edition=fundamental","pubTime":"2022-09-15 19:54","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1171304325","media":"Tiger Newspress","summary":"U.S. equity futures were little changed on Thursday as investors looked ahead to several economic re","content":"<html><head></head><body><p>U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&amp;P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.</p><p><img src=\"https://static.tigerbbs.com/12337db0ab1d48fb41bb60feaa2fe965\" tg-width=\"260\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, <a href=\"https://laohu8.com/S/CSX\">CSX Corp</a>, <a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a></b> – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.</p><p><b><a href=\"https://laohu8.com/S/ARNC\">Arconic Corporation</a></b> – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.</p><p><b><a href=\"https://laohu8.com/S/NEE\">NextEra</a></b> – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/DHR\">Danaher</a></b> – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.</p><p><b><a href=\"https://laohu8.com/S/AIG\">American International Group Inc</a></b> – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.</p><p><b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn</a></b> – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.</p><p><b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a></b> – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.</p><p><b>Market News</b></p><p>A total of more than $18 billion is bet against <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.</p><p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b> lost its appeal against an around €4.34B fine issued by the EU&#39;s executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator&#39;s decision.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.</p><p>The UK is taking on a tough target in challenging <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, as they look to lock down ad deals.</p><p><b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a></b>’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.</p><p><b><a href=\"https://laohu8.com/S/TME\">Tencent Music</a></b> has confirmed it&#39;s expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares &#34;by way of introduction&#34; in the Hong Kong Exchanges.</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>Pre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Were Little Changed; This Chinese Meme Stock Surged Nearly 400% in 2 Days\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\">2022-09-15 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&amp;P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.</p><p><img src=\"https://static.tigerbbs.com/12337db0ab1d48fb41bb60feaa2fe965\" tg-width=\"260\" tg-height=\"123\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, <a href=\"https://laohu8.com/S/CSX\">CSX Corp</a>, <a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a></b> – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.</p><p><b><a href=\"https://laohu8.com/S/ARNC\">Arconic Corporation</a></b> – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.</p><p><b><a href=\"https://laohu8.com/S/NEE\">NextEra</a></b> – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/DHR\">Danaher</a></b> – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.</p><p><b><a href=\"https://laohu8.com/S/AIG\">American International Group Inc</a></b> – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.</p><p><b><a href=\"https://laohu8.com/S/JWN\">Nordstrom</a></b> – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.</p><p><b><a href=\"https://laohu8.com/S/WYNN\">Wynn</a></b> – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.</p><p><b><a href=\"https://laohu8.com/S/HKD\">AMTD Digital Inc.</a></b> – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.</p><p><b>Market News</b></p><p>A total of more than $18 billion is bet against <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.</p><p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b> lost its appeal against an around €4.34B fine issued by the EU&#39;s executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator&#39;s decision.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.</p><p>The UK is taking on a tough target in challenging <b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.</p><p><b><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a></b> Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.</p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, as they look to lock down ad deals.</p><p><b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a></b>’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.</p><p><b><a href=\"https://laohu8.com/S/TME\">Tencent Music</a></b> has confirmed it&#39;s expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares &#34;by way of introduction&#34; in the Hong Kong Exchanges.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171304325","content_text":"U.S. equity futures were little changed on Thursday as investors looked ahead to several economic reports scheduled to come out in the morning. Retail sales, import prices and jobless claims, as well as the Philadelphia Fed manufacturing survey and the Empire State manufacturing survey are all slated for release at 8:30 a.m. ET.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were up 24 points, or 0.08%, S&P 500 e-minis were down 1 point, or 0.03%, and Nasdaq 100 e-minis were down 19.5 points, or 0.16%.Pre-Market MoversUnion Pacific, CSX Corp, Norfolk Southern – Rail stocks are all higher in the premarket following news of a tentative agreement that prevents a rail workers’ strike. CSX – which also named formerFord Motor(F) President Joe Hinrichs as its new CEO – rose 4.1% in the premarket, with Union Pacific up 3.95% and Norfolk Southern adding 1.5%.Arconic Corporation – Arconic tumbled 9.8% in premarket trading after the aluminum products maker cut its annual forecast due to a variety of production costs and higher energy costs in Europe.NextEra – NextEra Energy plans to sell $2 billion in equity units, with the alternative energy company planning to add the proceeds to the general funds of its NextEra Energy Capital Holdings subsidiary. The stock slipped 3.5% in the premarket.Danaher – Danaher gained 4.2% in the premarket after the medical technology company announced plans to spin off its environmental and applied sciences unit into a separate company. The transaction is expected to close in the fourth quarter of 2023.American International Group Inc – The insurer’s life insurance unit CoreBridge raised $1.68 billion in the biggest initial public offering of 2022. In the IPO, 80 million CoreBridge shares were sold at $21 per share, at the low end of the projected $21-to 24 range. AIG gained 1.75 in the premarket.Nordstrom – The department store operator’s shares jumped 2.6% in premarket action after Jeffries upgraded the stock to “buy” from “hold”. The firm said younger and wealthier consumers will be spending on major wardrobe upgrades, and Nordstrom is best poised to benefit from that trend.Wynn – The casino and resort operator was upgraded to “outperform” from “neutral” at Credit Suisse, which called Wynn one of the most compelling stories in the gaming industry. Wynn rose 2.5% in premarket trading.Netflix – The streaming service’s shares were up 2.5% in premarket trading following an Evercore ISI upgrade to “outperform” from “in line”. Evercore based its opinion on Netflix’s revenue opportunities from its planned ad-supported tier and limits on password sharing.AMTD Digital Inc. – It soared a record 311.78% on Wednesday and continued to rise nearly 20% in premarket trading, triggering multiple volatility-related trading halts along the way. The move came alongside a flurry of buying activity, with roughly 1.5 million shares trading hands, more than 5,500% higher than its daily average over the last 10 days. On paper, the surge added nearly $27 billion in market value to the stock.Market NewsA total of more than $18 billion is bet against Apple, a research firm reports, overtaking longtime leader Tesla for the first time since April 2020.Alphabet lost its appeal against an around €4.34B fine issued by the EU's executive commission in 2018 after it was found to have abused its market dominance. However, the court did cut down the fine by 5% due to a disagreement on one point of the regulator's decision.Tesla Motors is reevaluating the way it sells electric cars in China, its second-largest market, and considering closing some showrooms in flashy malls in cities like Beijing where traffic plunged during COVID restrictions, two people with knowledge of the plans said.The UK is taking on a tough target in challenging Microsoft’s $69 billion acquisition of video-game publisher Activision Blizzard Inc.While US and European regulators have yet to opine on the transaction, competition watchdogs are generally becoming more interventionist — especially in the case of tech giants. This deal offers a possible high-profile scalp.Walt Disney Chief Executive Officer Bob Chapek said he’s considering merging the Hulu streaming service with Disney+, creating a single online option for viewing the company’s movies and TV shows in the US.Netflix has estimated that the advertising-supported tier of its service will reach about 40M viewers by the third quarter of 2023,it cites a document shared with ad buyers by Netflix, supported by its advertising partner Microsoft , as they look to lock down ad deals.Sea Ltd’s top management will forgo their salaries and tighten company expense policies, as the Singapore gaming and e-commerce giant tries to shield itself from the economic slowdown threatening tech companies.Tencent Music has confirmed it's expecting to begin trading in Hong Kong on Sept. 21, joining the list of Chinese firms looking for second listings. The stock applied to list Class A ordinary shares \"by way of introduction\" in the Hong Kong Exchanges.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948477544,"gmtCreate":1680783961489,"gmtModify":1680783965815,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"This means the AI stock is going up again.&nbsp;","listText":"This means the AI stock is going up again.&nbsp;","text":"This means the AI stock is going up again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948477544","repostId":"2325372938","repostType":2,"repost":{"id":"2325372938","pubTimestamp":1680781711,"share":"https://ttm.financial/m/news/2325372938?lang=&edition=fundamental","pubTime":"2023-04-06 19:48","market":"us","language":"en","title":"Google's Search Engine to Feature Chat AI - CEO Sundar Pichai","url":"https://stock-news.laohu8.com/highlight/detail?id=2325372938","media":"Seekingalpha","summary":"Sundar Pichai, CEO of Google announced plans to integrate conversational artificial-intelligence fea","content":"<html><head></head><body><p>Sundar Pichai, CEO of Google announced plans to integrate conversational artificial-intelligence features to the company&#39;s flagship search engine following the breakthrough success of Microsoft&#39;s (MSFT) ChatGPT.</p><p>Pichai told The Wall Street Journal that advances in artificial intelligence could help Google answer queries faster.</p><p>He denied that chatbots posed a threat to Google&#39;s search business, which accounts for more than half of parent Alphabet Inc&#39;s revenue.</p><p>According to Pichai, smaller AI models will become more useful over time, which will enable companies to create their own or users to run the algorithms on their own personal devices.</p><p>“You’ll have a whole diverse range of options,” Pichai said. “The technology will be more accessible than people expect.”</p><p>Even though Pichai declined to comment on the product&#39;s availability without a wait list, he made it apparent that Google would keep improving Bard with new AI models and is also focused on adding AI features that will enhance work-related products such as Gmail.</p><p>In addition to investor pressure to cut costs, Pichai is coping with one of the largest threats to Google&#39;s main business in years as Microsoft (MSFT) has already introduced the technology underlying the ChatGPT system in its Bing search engine in February.</p><p>Microsoft stated that it anticipated making $2B in revenue for each percentage point it increased in the search industry, which is dominated by Google with a share of more than 90%.</p><p>Google Chief Financial Officer Ruth Porat warned employees last week to expect more budget cuts in areas ranging from dining facilities to the company&#39;s computing infrastructure, which is critical for developing and running powerful AI algorithms.</p><p>The tech giant announced in January that it would eliminate 12,000 employees, or 6% of its staff, in one of its largest-ever layoffs.</p><p>Inflation and the recession fears have prompted many tech companies to make cuts.</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>Google's Search Engine to Feature Chat AI - CEO Sundar Pichai</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\">\nGoogle's Search Engine to Feature Chat AI - CEO Sundar Pichai\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-06 19:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3954929-googles-search-engine-to-feature-chat-ai-ceo-sundar-pichai><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sundar Pichai, CEO of Google announced plans to integrate conversational artificial-intelligence features to the company's flagship search engine following the breakthrough success of Microsoft's (...</p>\n\n<a href=\"https://seekingalpha.com/news/3954929-googles-search-engine-to-feature-chat-ai-ceo-sundar-pichai\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/news/3954929-googles-search-engine-to-feature-chat-ai-ceo-sundar-pichai","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2325372938","content_text":"Sundar Pichai, CEO of Google announced plans to integrate conversational artificial-intelligence features to the company's flagship search engine following the breakthrough success of Microsoft's (MSFT) ChatGPT.Pichai told The Wall Street Journal that advances in artificial intelligence could help Google answer queries faster.He denied that chatbots posed a threat to Google's search business, which accounts for more than half of parent Alphabet Inc's revenue.According to Pichai, smaller AI models will become more useful over time, which will enable companies to create their own or users to run the algorithms on their own personal devices.“You’ll have a whole diverse range of options,” Pichai said. “The technology will be more accessible than people expect.”Even though Pichai declined to comment on the product's availability without a wait list, he made it apparent that Google would keep improving Bard with new AI models and is also focused on adding AI features that will enhance work-related products such as Gmail.In addition to investor pressure to cut costs, Pichai is coping with one of the largest threats to Google's main business in years as Microsoft (MSFT) has already introduced the technology underlying the ChatGPT system in its Bing search engine in February.Microsoft stated that it anticipated making $2B in revenue for each percentage point it increased in the search industry, which is dominated by Google with a share of more than 90%.Google Chief Financial Officer Ruth Porat warned employees last week to expect more budget cuts in areas ranging from dining facilities to the company's computing infrastructure, which is critical for developing and running powerful AI algorithms.The tech giant announced in January that it would eliminate 12,000 employees, or 6% of its staff, in one of its largest-ever layoffs.Inflation and the recession fears have prompted many tech companies to make cuts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948234242,"gmtCreate":1680710903987,"gmtModify":1680710907358,"author":{"id":"4121264452856212","authorId":"4121264452856212","name":"QQ Traders","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4121264452856212","idStr":"4121264452856212"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948234242","repostId":"1182049873","repostType":4,"repost":{"id":"1182049873","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":1680708208,"share":"https://ttm.financial/m/news/1182049873?lang=&edition=fundamental","pubTime":"2023-04-05 23:23","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182049873","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&P 500 slid 0.49% while Nasdaq fell 1.3","content":"<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83c530d54ef87f98381e733bce96eb75\" tg-width=\"481\" tg-height=\"107\"/></p><p>U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&amp;P 500 slid 0.49% while Nasdaq fell 1.38%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading; Dow Jones Rose Slightly, S&P 500 Slid Around 0.5% While Nasdaq Fell Over 1%\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\">2023-04-05 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83c530d54ef87f98381e733bce96eb75\" tg-width=\"481\" tg-height=\"107\"/></p><p>U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&amp;P 500 slid 0.49% while Nasdaq fell 1.38%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182049873","content_text":"U.S. stocks mixed in morning trading; Dow Jones rose 0.08%, S&P 500 slid 0.49% while Nasdaq fell 1.38%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}