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2022-07-20

$Udemy, Inc.(UDMY)$Let's go Udemy, hope the upcoming earnings will be positive with more revenue growth [Miser]

2022-08-19

Lucky bugger [USD] [USD] [USD]

$100M College Whiz: He Scored As Bed Bath And Beyond Squeezed

2022-08-12

Whatever happens, Peter Thiel is a happy man....damn happy i would say [Miser]

Palantir: Utter Disaster

2022-08-10

Just hold i guess? Time is essence [Onlooker]

Monkeypox Stocks Slashed in Premarket Trading, With GOVX Sliding Over 8% and APDN Falling Over 6%

2022-08-09

$SIGA Technologies Inc.(SIGA)$I'm partially confident the company has expertise to deliver what is needed to cure monkeypoxCurrent known concern is at production side as Siga doesn't manfacture their own...Let's hold and wait until Sept until more test data appears and FDA re-rating...[Cool]

2022-08-05

Could be mini-rally in Bear market...we shall see [lovely]

2022-07-28

Crazy bet again from her lol

Cathie Wood Bought the Dip on Shopify, Adding 1.76M Shares to Her ETFs

2022-07-28

Good job on the podcast niche [Miser]

Spotify Shares Surged 12.3% as Quarterly Revenue, User Growth Beats Expectations

2022-07-24

Twitter may drown further as long as the takeover saga prolongedHiring freeze....engineers in skeptical mood ... multiple firings....the list goes onCan the freshly minted CEO does something about it? Times will tell [Helpless]

As Snap Spooks Market, Here Are The Hits & Misses Of Q2 Reporting Season

2022-07-23

Amazon aiming to be a conglomerate?I hope the new @ upcoming CEO is not too greedy and know what he's doing...Pharma/Medical field is different animal, perhaps they could hire 2-3 guys from Pfizer or Bayer [Tongue]

Sorry, the original content has been removed

2022-07-23

One may read but still needs to do DD [lovely]

8 Reasons This Is the Start of a New Tech Bull Market

2022-07-22

Elon always win huh

Sorry, the original content has been removed

2022-07-21

Looking at $SentinelOne, Inc(S)$nextPersonally hoping they have another blockbuster revenue growth in next quarter [Miser] Two former IT Security behemoth in Symantec and McAfee has left the field, other can only come and outperform them I guess?Remember, SentinelaOne is cloud-native first

Go to Tiger App to see more news

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Although the experts downgrade the ratings of Udemy to Neutral, I believe the earning reports can beat the market expections!! 🚀🚀🚀","text":"Yeah! Although the experts downgrade the ratings of Udemy to Neutral, I believe the earning reports can beat the market expections!! 🚀🚀🚀","html":"Yeah! Although the experts downgrade the ratings of Udemy to Neutral, I believe the earning reports can beat the market expections!! 🚀🚀🚀"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998038869,"gmtCreate":1660892698553,"gmtModify":1676536420011,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Lucky bugger&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;","listText":"Lucky bugger&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;","text":"Lucky bugger [USD] [USD] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998038869","repostId":"2260369315","repostType":2,"repost":{"id":"2260369315","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1660880223,"share":"https://ttm.financial/m/news/2260369315?lang=&edition=fundamental","pubTime":"2022-08-19 11:37","market":"us","language":"en","title":"$100M College Whiz: He Scored As Bed Bath And Beyond Squeezed","url":"https://stock-news.laohu8.com/highlight/detail?id=2260369315","media":"Benzinga","summary":"ZINGER KEY POINTS“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.Investor focu","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.</li><li>Investor focus now, however, is on MindMed, which was co-Founded by Jake&#39;s uncle.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96afed3b0158f4158fce885c3affb6b7\" tg-width=\"864\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>Photo via Shutterstock.</span></p><p><b>Jake Freeman</b>, the 20-year-old college student who reportedly banked $100 million trading Bed Bath and Beyond stock, purchased 4.69 million shares of the retailer <b>Bed Bath &amp; Beyond Inc</b> in July at roughly $5.20 per share along with his uncle, Dr. <b>Scott Freeman.</b></p><p>That netted their Freeman Capital Management family fund a 6.21% passive stake in the meme stock.</p><p>“I wasn’t that aware it was a meme stock,” the University of Southern California student told Benzinga on Thursday.</p><p>“I approached it more from a mathematical side — looking at the balance sheet and the intersection of the debt side, the equity. I did not expect in any way the stock going up so fast.”</p><p><b>The Bed Bath &amp; Beyond Investor&#39;s Plan:</b> In a July 21 letter to Bed Bath &amp; Beyond, the younger Freeman outlined Freeman Capital’s plan for the realignment of the retailer, which consisted of two crucial legs: cutting debt and raising capital.</p><p>Fast forward just four weeks later, coupled with a carefully orchestrated short squeeze by Reddit&#39;s WallStreetBets community known as the &#34;Apes,&#34; shares of Bed Bath rocketed to $28.60 at the highs on Tuesday — the same day Freeman Capital exited its entire stake in the company.</p><p>Curiously, on the same day, <b>GameStop Corp.</b> Chairman <b>Ryan Cohen</b>, who sparked the Bed Bath &amp; Beyond fanfare with the Apes, filed with the SEC saying he intended to sell as many as 9.45 million shares of the company beginning that day.</p><p>The Freeman Family Fund&#39;s sale was well-timed. It closed at more than $130 million after spending $25 million in the initial investment, netting around $105-$110 million, or between 420%-460%.</p><p><b>MindMed Shares Skyrocket:</b> Jake, who previously interned at Volaris Capital Management invests with his uncle Scott, who is the co-founder and former chief medical officer of <b>Mind Medicine (MindMed) Inc</b>. MindMed shares rocketed 77.4% from the previous day&#39;s highs on Thursday after the Bed Bath &amp; Beyond sale was disclosed.</p><p>The investor focus is now on MindMed, which was originally a privately owned company, Savant, co-founded Scott.</p><p>The Freemans have built a 5.6% stake in the company and sent a strategic value enhancement plan to MindMed, outlining the fund&#39;s interest in working &#34;hand-in-hand&#34; to cut the development time of MindMed&#39;s two original drugs and slash its annual cash-burn rate.</p><p>Analyzing the letter, which the younger Freeman confirmed to Benzinga, FCM is focusing on MindMed&#39;s core drugs, cutting cash burn and terminating MindMed&#39;s at-the-money equity offering.</p><p>“I’ve been in drug development since I was in high school,” Scott said in an Aug. 16 interview on the YouTube channel Psychedelic Invest.</p><p>“About 13 years ago I partnered with <b>Stephen Hurst</b> and we founded a company called Savant.It was a private company working on drugs to treat addiction.”</p><p>After MindMed bought Savant, where he was previously CMO, Scott became the company&#39;s first CMO. He left the organization around a year after he arrived, making him the first senior member of the team to do so.</p><p>Benzinga asked the younger Freeman why Scott left the company; he said he could not divulge the reason for Freeman’s departure due to a non-disclosure agreement.</p><p>“As a co-founder,” Scott said in the aforementioned interview. “I’ve been sitting on the sidelines watching, and one of the reasons why I want to go back is that I think there are things that I think need to be done differently.”</p><p>In the letter to MindMed, the pair call for an overhaul of the company, including cutting 11 of its 22 employees; the elimination of more than $21.8 million in non-core expenditures; and half of its cash burn rate over time.</p><p>It also calls for the immediate development of a proposal to approach the FDA to upgrade its MM-120 drug from a Phase 2 trial to a Phase 3 trial, which the Freemans said could bring the drug to market in four years rather than the expected seven to eight years.</p><p>The enhancement plan calls for a 50% reduction in executive compensation as well.</p><p><b>BBBY, MNMD Price Action:</b> Bed Bath &amp; Beyond shares closed lower 19.63% at $18.55 on Thursday. MindMed shares closed 36.18% higher at $1.02.</p><p><b>Also Read: A College Student Cashed Out a $110 Million Profit on Bed Bath &amp; Beyond - After Piling $25 Million Into the Meme Stock </b>  <i>Source: Insider</i></p><ul><li>A college student made a $110 million profit on Bed Bath &amp; Beyond stock this week.</li><li>Jake Freeman&#39;s fund revealed a 6.2% stake in the retailer in late July, then sold it on Tuesday.</li><li>Bed Bath &amp; Beyond, the latest meme stock to skyrocket, has more than tripled in value this month.</li></ul><p>A 20-year-old college student raked in an estimated $110 million profit by selling Bed Bath &amp; Beyond shares this week, capitalizing on the homewares retailer becoming the latest meme stock to multiply in value in a matter of days.</p><p>Jake Freeman, the head of Freeman Capital Management, revealed he owned nearly 5 million Bed Bath &amp; Beyond shares, or 6.2% of the company, in a Securities and Exchange Commission filing on July 21. He sold the entire position on Tuesday, he disclosed in another filing this week.</p><p>Bed Bath &amp; Beyond stock more than tripled in price from under $6 to over $20 during that period, as retail traders piled in hoping it would skyrocket in value like GameStop, AMC, and other meme stocks. Freeman spent about $25 million on his stake, or less than $5.50 a share, and sold it for north of $130 million on Tuesday, the Financial Times reported.</p><p>&#34;I certainly did not expect such a vicious rally upwards,&#34; Freeman told the newspaper. &#34;I thought this was going to be a six-months-plus play,&#34; he continued, adding that he was &#34;really shocked that it went up so fast.&#34;</p><p>Freeman is an applied math and economics major at the University of Southern California, and co-published a paper titled &#34;Irreducible Risks of Hedging a Bond with a Default Swap&#34; at the age of 16. He told the FT that he has invested alongside his uncle for years, previously interned at a hedge fund named Volaris Capital, and mostly raised the money for his Bed Bath &amp; Beyond bet from friends and family.</p><p>He appears to have lucked out with the timing of his sale. Bed Bath &amp; Beyond stock fell as much as 19% on Wednesday after the retailer&#39;s largest shareholder and GameStop&#39;s chairman, Ryan Cohen, disclosed he intended to dump his entire 12% position in the company.</p><p>Bed Bath &amp; Beyond shares had spiked on Tuesday after Cohen confirmed he still held bullish call options on the stock. Cohen helped spark GameStop&#39;s surge in January 2021, and kickstarted the wider meme-stock boom, by investing in the video-game retailer and pushing for changes at the company.</p><p>Freeman didn&#39;t immediately respond to a request for comment from Insider.</p><p>Also Read: <a href=\"https://ttm.financial/NW/1130809536\" target=\"_blank\">Cohen Makes Millions on Bed Bath &amp; Beyond as Meme Traders Recoil</a></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>$100M College Whiz: He Scored As Bed Bath And Beyond Squeezed</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\">\n$100M College Whiz: He Scored As Bed Bath And Beyond Squeezed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-19 11:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.</li><li>Investor focus now, however, is on MindMed, which was co-Founded by Jake&#39;s uncle.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96afed3b0158f4158fce885c3affb6b7\" tg-width=\"864\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>Photo via Shutterstock.</span></p><p><b>Jake Freeman</b>, the 20-year-old college student who reportedly banked $100 million trading Bed Bath and Beyond stock, purchased 4.69 million shares of the retailer <b>Bed Bath &amp; Beyond Inc</b> in July at roughly $5.20 per share along with his uncle, Dr. <b>Scott Freeman.</b></p><p>That netted their Freeman Capital Management family fund a 6.21% passive stake in the meme stock.</p><p>“I wasn’t that aware it was a meme stock,” the University of Southern California student told Benzinga on Thursday.</p><p>“I approached it more from a mathematical side — looking at the balance sheet and the intersection of the debt side, the equity. I did not expect in any way the stock going up so fast.”</p><p><b>The Bed Bath &amp; Beyond Investor&#39;s Plan:</b> In a July 21 letter to Bed Bath &amp; Beyond, the younger Freeman outlined Freeman Capital’s plan for the realignment of the retailer, which consisted of two crucial legs: cutting debt and raising capital.</p><p>Fast forward just four weeks later, coupled with a carefully orchestrated short squeeze by Reddit&#39;s WallStreetBets community known as the &#34;Apes,&#34; shares of Bed Bath rocketed to $28.60 at the highs on Tuesday — the same day Freeman Capital exited its entire stake in the company.</p><p>Curiously, on the same day, <b>GameStop Corp.</b> Chairman <b>Ryan Cohen</b>, who sparked the Bed Bath &amp; Beyond fanfare with the Apes, filed with the SEC saying he intended to sell as many as 9.45 million shares of the company beginning that day.</p><p>The Freeman Family Fund&#39;s sale was well-timed. It closed at more than $130 million after spending $25 million in the initial investment, netting around $105-$110 million, or between 420%-460%.</p><p><b>MindMed Shares Skyrocket:</b> Jake, who previously interned at Volaris Capital Management invests with his uncle Scott, who is the co-founder and former chief medical officer of <b>Mind Medicine (MindMed) Inc</b>. MindMed shares rocketed 77.4% from the previous day&#39;s highs on Thursday after the Bed Bath &amp; Beyond sale was disclosed.</p><p>The investor focus is now on MindMed, which was originally a privately owned company, Savant, co-founded Scott.</p><p>The Freemans have built a 5.6% stake in the company and sent a strategic value enhancement plan to MindMed, outlining the fund&#39;s interest in working &#34;hand-in-hand&#34; to cut the development time of MindMed&#39;s two original drugs and slash its annual cash-burn rate.</p><p>Analyzing the letter, which the younger Freeman confirmed to Benzinga, FCM is focusing on MindMed&#39;s core drugs, cutting cash burn and terminating MindMed&#39;s at-the-money equity offering.</p><p>“I’ve been in drug development since I was in high school,” Scott said in an Aug. 16 interview on the YouTube channel Psychedelic Invest.</p><p>“About 13 years ago I partnered with <b>Stephen Hurst</b> and we founded a company called Savant.It was a private company working on drugs to treat addiction.”</p><p>After MindMed bought Savant, where he was previously CMO, Scott became the company&#39;s first CMO. He left the organization around a year after he arrived, making him the first senior member of the team to do so.</p><p>Benzinga asked the younger Freeman why Scott left the company; he said he could not divulge the reason for Freeman’s departure due to a non-disclosure agreement.</p><p>“As a co-founder,” Scott said in the aforementioned interview. “I’ve been sitting on the sidelines watching, and one of the reasons why I want to go back is that I think there are things that I think need to be done differently.”</p><p>In the letter to MindMed, the pair call for an overhaul of the company, including cutting 11 of its 22 employees; the elimination of more than $21.8 million in non-core expenditures; and half of its cash burn rate over time.</p><p>It also calls for the immediate development of a proposal to approach the FDA to upgrade its MM-120 drug from a Phase 2 trial to a Phase 3 trial, which the Freemans said could bring the drug to market in four years rather than the expected seven to eight years.</p><p>The enhancement plan calls for a 50% reduction in executive compensation as well.</p><p><b>BBBY, MNMD Price Action:</b> Bed Bath &amp; Beyond shares closed lower 19.63% at $18.55 on Thursday. MindMed shares closed 36.18% higher at $1.02.</p><p><b>Also Read: A College Student Cashed Out a $110 Million Profit on Bed Bath &amp; Beyond - After Piling $25 Million Into the Meme Stock </b>  <i>Source: Insider</i></p><ul><li>A college student made a $110 million profit on Bed Bath &amp; Beyond stock this week.</li><li>Jake Freeman&#39;s fund revealed a 6.2% stake in the retailer in late July, then sold it on Tuesday.</li><li>Bed Bath &amp; Beyond, the latest meme stock to skyrocket, has more than tripled in value this month.</li></ul><p>A 20-year-old college student raked in an estimated $110 million profit by selling Bed Bath &amp; Beyond shares this week, capitalizing on the homewares retailer becoming the latest meme stock to multiply in value in a matter of days.</p><p>Jake Freeman, the head of Freeman Capital Management, revealed he owned nearly 5 million Bed Bath &amp; Beyond shares, or 6.2% of the company, in a Securities and Exchange Commission filing on July 21. He sold the entire position on Tuesday, he disclosed in another filing this week.</p><p>Bed Bath &amp; Beyond stock more than tripled in price from under $6 to over $20 during that period, as retail traders piled in hoping it would skyrocket in value like GameStop, AMC, and other meme stocks. Freeman spent about $25 million on his stake, or less than $5.50 a share, and sold it for north of $130 million on Tuesday, the Financial Times reported.</p><p>&#34;I certainly did not expect such a vicious rally upwards,&#34; Freeman told the newspaper. &#34;I thought this was going to be a six-months-plus play,&#34; he continued, adding that he was &#34;really shocked that it went up so fast.&#34;</p><p>Freeman is an applied math and economics major at the University of Southern California, and co-published a paper titled &#34;Irreducible Risks of Hedging a Bond with a Default Swap&#34; at the age of 16. He told the FT that he has invested alongside his uncle for years, previously interned at a hedge fund named Volaris Capital, and mostly raised the money for his Bed Bath &amp; Beyond bet from friends and family.</p><p>He appears to have lucked out with the timing of his sale. Bed Bath &amp; Beyond stock fell as much as 19% on Wednesday after the retailer&#39;s largest shareholder and GameStop&#39;s chairman, Ryan Cohen, disclosed he intended to dump his entire 12% position in the company.</p><p>Bed Bath &amp; Beyond shares had spiked on Tuesday after Cohen confirmed he still held bullish call options on the stock. Cohen helped spark GameStop&#39;s surge in January 2021, and kickstarted the wider meme-stock boom, by investing in the video-game retailer and pushing for changes at the company.</p><p>Freeman didn&#39;t immediately respond to a request for comment from Insider.</p><p>Also Read: <a href=\"https://ttm.financial/NW/1130809536\" target=\"_blank\">Cohen Makes Millions on Bed Bath &amp; Beyond as Meme Traders Recoil</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MNMD":"Mind Medicine (MindMed) Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260369315","content_text":"ZINGER KEY POINTS“I wasn’t that aware it was a meme stock,” Jake Freeman told Benzinga.Investor focus now, however, is on MindMed, which was co-Founded by Jake's uncle.Photo via Shutterstock.Jake Freeman, the 20-year-old college student who reportedly banked $100 million trading Bed Bath and Beyond stock, purchased 4.69 million shares of the retailer Bed Bath & Beyond Inc in July at roughly $5.20 per share along with his uncle, Dr. Scott Freeman.That netted their Freeman Capital Management family fund a 6.21% passive stake in the meme stock.“I wasn’t that aware it was a meme stock,” the University of Southern California student told Benzinga on Thursday.“I approached it more from a mathematical side — looking at the balance sheet and the intersection of the debt side, the equity. I did not expect in any way the stock going up so fast.”The Bed Bath & Beyond Investor's Plan: In a July 21 letter to Bed Bath & Beyond, the younger Freeman outlined Freeman Capital’s plan for the realignment of the retailer, which consisted of two crucial legs: cutting debt and raising capital.Fast forward just four weeks later, coupled with a carefully orchestrated short squeeze by Reddit's WallStreetBets community known as the \"Apes,\" shares of Bed Bath rocketed to $28.60 at the highs on Tuesday — the same day Freeman Capital exited its entire stake in the company.Curiously, on the same day, GameStop Corp. Chairman Ryan Cohen, who sparked the Bed Bath & Beyond fanfare with the Apes, filed with the SEC saying he intended to sell as many as 9.45 million shares of the company beginning that day.The Freeman Family Fund's sale was well-timed. It closed at more than $130 million after spending $25 million in the initial investment, netting around $105-$110 million, or between 420%-460%.MindMed Shares Skyrocket: Jake, who previously interned at Volaris Capital Management invests with his uncle Scott, who is the co-founder and former chief medical officer of Mind Medicine (MindMed) Inc. MindMed shares rocketed 77.4% from the previous day's highs on Thursday after the Bed Bath & Beyond sale was disclosed.The investor focus is now on MindMed, which was originally a privately owned company, Savant, co-founded Scott.The Freemans have built a 5.6% stake in the company and sent a strategic value enhancement plan to MindMed, outlining the fund's interest in working \"hand-in-hand\" to cut the development time of MindMed's two original drugs and slash its annual cash-burn rate.Analyzing the letter, which the younger Freeman confirmed to Benzinga, FCM is focusing on MindMed's core drugs, cutting cash burn and terminating MindMed's at-the-money equity offering.“I’ve been in drug development since I was in high school,” Scott said in an Aug. 16 interview on the YouTube channel Psychedelic Invest.“About 13 years ago I partnered with Stephen Hurst and we founded a company called Savant.It was a private company working on drugs to treat addiction.”After MindMed bought Savant, where he was previously CMO, Scott became the company's first CMO. He left the organization around a year after he arrived, making him the first senior member of the team to do so.Benzinga asked the younger Freeman why Scott left the company; he said he could not divulge the reason for Freeman’s departure due to a non-disclosure agreement.“As a co-founder,” Scott said in the aforementioned interview. “I’ve been sitting on the sidelines watching, and one of the reasons why I want to go back is that I think there are things that I think need to be done differently.”In the letter to MindMed, the pair call for an overhaul of the company, including cutting 11 of its 22 employees; the elimination of more than $21.8 million in non-core expenditures; and half of its cash burn rate over time.It also calls for the immediate development of a proposal to approach the FDA to upgrade its MM-120 drug from a Phase 2 trial to a Phase 3 trial, which the Freemans said could bring the drug to market in four years rather than the expected seven to eight years.The enhancement plan calls for a 50% reduction in executive compensation as well.BBBY, MNMD Price Action: Bed Bath & Beyond shares closed lower 19.63% at $18.55 on Thursday. MindMed shares closed 36.18% higher at $1.02.Also Read: A College Student Cashed Out a $110 Million Profit on Bed Bath & Beyond - After Piling $25 Million Into the Meme Stock   Source: InsiderA college student made a $110 million profit on Bed Bath & Beyond stock this week.Jake Freeman's fund revealed a 6.2% stake in the retailer in late July, then sold it on Tuesday.Bed Bath & Beyond, the latest meme stock to skyrocket, has more than tripled in value this month.A 20-year-old college student raked in an estimated $110 million profit by selling Bed Bath & Beyond shares this week, capitalizing on the homewares retailer becoming the latest meme stock to multiply in value in a matter of days.Jake Freeman, the head of Freeman Capital Management, revealed he owned nearly 5 million Bed Bath & Beyond shares, or 6.2% of the company, in a Securities and Exchange Commission filing on July 21. He sold the entire position on Tuesday, he disclosed in another filing this week.Bed Bath & Beyond stock more than tripled in price from under $6 to over $20 during that period, as retail traders piled in hoping it would skyrocket in value like GameStop, AMC, and other meme stocks. Freeman spent about $25 million on his stake, or less than $5.50 a share, and sold it for north of $130 million on Tuesday, the Financial Times reported.\"I certainly did not expect such a vicious rally upwards,\" Freeman told the newspaper. \"I thought this was going to be a six-months-plus play,\" he continued, adding that he was \"really shocked that it went up so fast.\"Freeman is an applied math and economics major at the University of Southern California, and co-published a paper titled \"Irreducible Risks of Hedging a Bond with a Default Swap\" at the age of 16. He told the FT that he has invested alongside his uncle for years, previously interned at a hedge fund named Volaris Capital, and mostly raised the money for his Bed Bath & Beyond bet from friends and family.He appears to have lucked out with the timing of his sale. Bed Bath & Beyond stock fell as much as 19% on Wednesday after the retailer's largest shareholder and GameStop's chairman, Ryan Cohen, disclosed he intended to dump his entire 12% position in the company.Bed Bath & Beyond shares had spiked on Tuesday after Cohen confirmed he still held bullish call options on the stock. Cohen helped spark GameStop's surge in January 2021, and kickstarted the wider meme-stock boom, by investing in the video-game retailer and pushing for changes at the company.Freeman didn't immediately respond to a request for comment from Insider.Also Read: Cohen Makes Millions on Bed Bath & Beyond as Meme Traders Recoil","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990166839,"gmtCreate":1660311542624,"gmtModify":1676533448762,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Whatever happens, Peter Thiel is a happy man....damn happy i would say&nbsp;[Miser]&nbsp;","listText":"Whatever happens, Peter Thiel is a happy man....damn happy i would say&nbsp;[Miser]&nbsp;","text":"Whatever happens, Peter Thiel is a happy man....damn happy i would say [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990166839","repostId":"1190571853","repostType":4,"repost":{"id":"1190571853","pubTimestamp":1660308827,"share":"https://ttm.financial/m/news/1190571853?lang=&edition=fundamental","pubTime":"2022-08-12 20:53","market":"us","language":"en","title":"Palantir: Utter Disaster","url":"https://stock-news.laohu8.com/highlight/detail?id=1190571853","media":"Seeking Alpha","summary":"SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on t","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>There is no faith in Palantir right now.</li><li>Headline results were mixed at best.</li><li>Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.</li><li>The pace of growth is clearly slowing, and that is a major issue for an earnings-light company.</li></ul><p>So, Palantir Technologies Inc. (NYSE:PLTR) stock has been one of the best trading stocks you can ask for. It moves with extreme swings higher and lower, our traders have made a bundle, especially by selling premium (i.e., puts and calls). We have stood behind the technology as a gamechanger. This is truly an innovative and disruptive company that has massive reach to both the commercial and government sectors.</p><p>The company is operating in the most important currency of our lifetimes: big data. And while the company innovates, and helps its clients understand data and make decisions, as an investment this has been complete trash, really an utter disaster. That may not be a technical finance term in the literature, but it is a term you hear often at hedge funds and trading floors. Frankly, while we believe in the ability of the company to deliver long-term, and we own some of it, it has been an utter disaster for longs that are not trading in and out. While we are up off the bottom, there are still so many retail &#34;bag-holders&#34; out there.</p><p><b>Trading not investing</b></p><p>The only ones making money in this stock are trading in and out. You can make good money holding a core investment and selling calls, or even selling puts, due to the volatility. Those who scalp nickels and dimes are doing well. Those who are caught near the bottom are hit hard. But investing here requires extreme patience, and frankly, while we get the win on the trades over and over, we recognize that investors are getting slammed here.</p><p><b>Pressure mounts</b></p><p>Unfortunately, despite a market rally, this remains a trader&#39;s market right now, and we think that is the best way to handle Palantir for now. That said, we think you can hold a small core position for the long-term, but with all of the issues facing the company from dilution to a questionable management team, the economic picture has been poor for the company, making matters worse. Governments are spending less. Businesses are tightening up. While we think you can see business recognize the money saving potential of decision making algorithms, company capex on things like this tends to get cut first when businesses tighten their belt. This is a near-term issue, while things like dilution are longer-term. The thing is, we think you should trade this name. We hate to see investors lose money, and we know it can be painful, but it&#39;s been complete trash, in our humble opinion. Is all hope lost here?</p><p><b>Companies like Palantir tend to be expensive before they finally sustain earnings</b></p><p>Companies like Palantir are indeed often extremely expensive in the early stages. Granted, this company has been around for a long time, but is newly public, barely two years old here public. You really cannot value them on an earnings basis because there are no or very little earnings often as they ramp up. Palantir, as we mentioned has that massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. The last few weeks have seen a huge tech rally, and Palantir stock began to see a big bid up, until this week.</p><p><b>Little faith in Palantir</b></p><p>Investors are now starting to see that Palantir may lose money or breakeven for years. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously, but even that pace of growth is slowing, and that is a huge risk. If you believe in the tech (we do) you can add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion, but it may take years to get a return. It is just easier to make 5,6,7, even 10% on this name by trading over and over. Investing requires patience and belief that things will improve. Right now, this is a tall order for this company and management. There is no, or very little faith.</p><p>While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits. However, the most recent quarter was also &#34;trash,&#34; as we say.</p><p><b>Headline earnings figures mixed</b></p><p>In the just-reported quarter, performance was pretty mixed on the top and bottom lines with revenue just a touch ahead of consensus estimates, and earnings missing horribly. Total revenue grew 25.9% year-over-year to $473.0 million, beating estimates by just over $1 million. However, its profitability was lower than expected by $0.04, and worse, guidance was far less than consensus. That crushed the stock&#39;s momentum that it had going for it. Now revenues are only growing in the 20% range, versus 30+. Ouch. Further, most expected the company to make a tiny profit this quarter, and instead it lost money. Ouch.</p><p><b>Palantir&#39;s Government and Commercial sectors both showing growth</b></p><p>As you likely are aware, Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results seem to be slowing. There is a ton of disagreement out there on whether the somewhat shaky economy will help or hurt, but we think it definitely slows both sectors, especially government.</p><p>Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. The revenues did rise 26% from last year, and the company&#39;s customer count increased to 304, up from 169 a year ago, but sequentially customer growth seems to be slowing. Palantir added 27 net new customers in the second quarter, with 19 net new commercial customers. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q2, it rose 46% year-over-year. That said, each earnings report it seems the year-over-year growth is a little less. Not great.</p><p>The government business growth has just stalled. Here government revenue expanded to $263 million in revenue in Q2, rising 9% quarter-over-quarter. One positive is that health care (both in government and also commercial) has become a substantial and rapidly growing business, generating approximately $153 million in revenue in the first half of 2022, up from $42 million in the first half of 2020. Decent growth.</p><p><b>Margins show good news</b></p><p>For as much as the company seemed to have whiffed, there has been pockets of good news. Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering here. Adjusted gross margin, (these are the margins which excludes the horrible dilutive stock-based compensation expenses) was 81%. The adjusted income from operations, excluding stock-based compensation and related employer payroll taxes, was $108 million, representing adjusted operating margin of 23% ahead of management&#39;s prior guidance of 20%.</p><p>Palantir expenses are on the rise but cash flow is positive.</p><p>While margins were solid, adjusted expenses are on the rise. Expenses were $365 million, up 11% sequentially. With the revenue number and higher expenses however, despite margins, led to a loss in the quarter. As mentioned adjusted earnings per share was a loss of $0.01. Some of this was that there was a $0.05 impact driven primarily by losses on securities held.</p><p>The company also generated $62 million in cash from operations, and the adjusted free cash flow was $61 million. That was the seventh consecutive quarter of positive free cash flow. Over the last year Palantir generated $314 million in adjusted free cash flow. The balance sheet is anything but trash. The company still has a solid $2.4 billion in cash and cash equivalents and absolutely no debt. Now that said, the company did decide a few weeks ago to expand its revolving credit facility by adding a $450 million new incremental delayed draw term loan facility. Long story short, the company has liquidity if needed. Overall, they have an additional liquidity source up to $950 million and it remains entirely undrawn.</p><p>The reason we explain that is this company is in no danger of any sort of bankruptcies. The investment might be horrible as sustained positive EPS remains elusive, but the balance sheet is nice.</p><p><b>Palantir stock valuation</b></p><p>When we look at the valuation of Palantir stock, the bottom line is the stock is expensive to own. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 170X FWD EPS. Very pricey. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples here in 2022. Keep that in mind. At 10.4X sales, the stock is relatively cheaper than it has ever been, but it is still not &#34;cheap&#34; by any stretch at all. We like the cash flow metrics, though the price to cash flow is still about 70X.</p><p><b>Guidance was more than disappointing</b></p><p>The biggest concern right now is not valuation, or the Q2 earnings results. Nor is it the fact that the stock has been a trash investment. The biggest issue right now is also not the never ending dilution (which stinks). It is not the broader market risk either. The largest issue is a slowdown in performance, the slowing growth of revenues, and continued reduced guidance including here in Q3. The Q3 guidance was pretty weak. For Q3 2022, the company &#34;expects revenue of between $474 million to $475 million&#34; which was way below consensus of $505 million. For the year, we are looking at nearly 5% lower revenues than expected. Ouch. For the year management guided &#34;revenue of $1.9 billion&#34; vs. consensus of $1.98 billion. Adjusted income from operations should be $341 million to $343 million.</p><p>So, what is our take?</p><p>We would be selling calls here on the next pop. The volatility is high here and premiums are hefty. On the next big downturn, sell puts a month or two out and out of the money. If assigned, turn right around and sell calls. Trade around the position. Palantir&#39;s growth is slowly fading, though still strong. We also think profitability is elusive. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. Stick to trading the name, or buy a few shares and come back in 10 years.</p><p><b>Take home</b></p><p>We love that the company operates with no debt and has nice positive free cash flow. The company offers amazing solutions for government and businesses by using big data and using analytics to improve operations. But, investments in the stock have been trashed. Traders have won over and over again. While growth will continue, and the balance sheet is solid, we have to keep an eye on the pace of customer growth and contract values. On the next drawdown to the $8 range, we would be buyers.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Utter Disaster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Utter Disaster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533226-palantir-utter-disaster><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.The pace of growth is clearly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4533226-palantir-utter-disaster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4533226-palantir-utter-disaster","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190571853","content_text":"SummaryThere is no faith in Palantir right now.Headline results were mixed at best.Expenses are on the rise, but cash flow is positive and the balance sheet is pristine.The pace of growth is clearly slowing, and that is a major issue for an earnings-light company.So, Palantir Technologies Inc. (NYSE:PLTR) stock has been one of the best trading stocks you can ask for. It moves with extreme swings higher and lower, our traders have made a bundle, especially by selling premium (i.e., puts and calls). We have stood behind the technology as a gamechanger. This is truly an innovative and disruptive company that has massive reach to both the commercial and government sectors.The company is operating in the most important currency of our lifetimes: big data. And while the company innovates, and helps its clients understand data and make decisions, as an investment this has been complete trash, really an utter disaster. That may not be a technical finance term in the literature, but it is a term you hear often at hedge funds and trading floors. Frankly, while we believe in the ability of the company to deliver long-term, and we own some of it, it has been an utter disaster for longs that are not trading in and out. While we are up off the bottom, there are still so many retail \"bag-holders\" out there.Trading not investingThe only ones making money in this stock are trading in and out. You can make good money holding a core investment and selling calls, or even selling puts, due to the volatility. Those who scalp nickels and dimes are doing well. Those who are caught near the bottom are hit hard. But investing here requires extreme patience, and frankly, while we get the win on the trades over and over, we recognize that investors are getting slammed here.Pressure mountsUnfortunately, despite a market rally, this remains a trader's market right now, and we think that is the best way to handle Palantir for now. That said, we think you can hold a small core position for the long-term, but with all of the issues facing the company from dilution to a questionable management team, the economic picture has been poor for the company, making matters worse. Governments are spending less. Businesses are tightening up. While we think you can see business recognize the money saving potential of decision making algorithms, company capex on things like this tends to get cut first when businesses tighten their belt. This is a near-term issue, while things like dilution are longer-term. The thing is, we think you should trade this name. We hate to see investors lose money, and we know it can be painful, but it's been complete trash, in our humble opinion. Is all hope lost here?Companies like Palantir tend to be expensive before they finally sustain earningsCompanies like Palantir are indeed often extremely expensive in the early stages. Granted, this company has been around for a long time, but is newly public, barely two years old here public. You really cannot value them on an earnings basis because there are no or very little earnings often as they ramp up. Palantir, as we mentioned has that massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. The last few weeks have seen a huge tech rally, and Palantir stock began to see a big bid up, until this week.Little faith in PalantirInvestors are now starting to see that Palantir may lose money or breakeven for years. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously, but even that pace of growth is slowing, and that is a huge risk. If you believe in the tech (we do) you can add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion, but it may take years to get a return. It is just easier to make 5,6,7, even 10% on this name by trading over and over. Investing requires patience and belief that things will improve. Right now, this is a tall order for this company and management. There is no, or very little faith.While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits. However, the most recent quarter was also \"trash,\" as we say.Headline earnings figures mixedIn the just-reported quarter, performance was pretty mixed on the top and bottom lines with revenue just a touch ahead of consensus estimates, and earnings missing horribly. Total revenue grew 25.9% year-over-year to $473.0 million, beating estimates by just over $1 million. However, its profitability was lower than expected by $0.04, and worse, guidance was far less than consensus. That crushed the stock's momentum that it had going for it. Now revenues are only growing in the 20% range, versus 30+. Ouch. Further, most expected the company to make a tiny profit this quarter, and instead it lost money. Ouch.Palantir's Government and Commercial sectors both showing growthAs you likely are aware, Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results seem to be slowing. There is a ton of disagreement out there on whether the somewhat shaky economy will help or hurt, but we think it definitely slows both sectors, especially government.Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. The revenues did rise 26% from last year, and the company's customer count increased to 304, up from 169 a year ago, but sequentially customer growth seems to be slowing. Palantir added 27 net new customers in the second quarter, with 19 net new commercial customers. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q2, it rose 46% year-over-year. That said, each earnings report it seems the year-over-year growth is a little less. Not great.The government business growth has just stalled. Here government revenue expanded to $263 million in revenue in Q2, rising 9% quarter-over-quarter. One positive is that health care (both in government and also commercial) has become a substantial and rapidly growing business, generating approximately $153 million in revenue in the first half of 2022, up from $42 million in the first half of 2020. Decent growth.Margins show good newsFor as much as the company seemed to have whiffed, there has been pockets of good news. Palantir is seeing very positive momentum in its margins. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering here. Adjusted gross margin, (these are the margins which excludes the horrible dilutive stock-based compensation expenses) was 81%. The adjusted income from operations, excluding stock-based compensation and related employer payroll taxes, was $108 million, representing adjusted operating margin of 23% ahead of management's prior guidance of 20%.Palantir expenses are on the rise but cash flow is positive.While margins were solid, adjusted expenses are on the rise. Expenses were $365 million, up 11% sequentially. With the revenue number and higher expenses however, despite margins, led to a loss in the quarter. As mentioned adjusted earnings per share was a loss of $0.01. Some of this was that there was a $0.05 impact driven primarily by losses on securities held.The company also generated $62 million in cash from operations, and the adjusted free cash flow was $61 million. That was the seventh consecutive quarter of positive free cash flow. Over the last year Palantir generated $314 million in adjusted free cash flow. The balance sheet is anything but trash. The company still has a solid $2.4 billion in cash and cash equivalents and absolutely no debt. Now that said, the company did decide a few weeks ago to expand its revolving credit facility by adding a $450 million new incremental delayed draw term loan facility. Long story short, the company has liquidity if needed. Overall, they have an additional liquidity source up to $950 million and it remains entirely undrawn.The reason we explain that is this company is in no danger of any sort of bankruptcies. The investment might be horrible as sustained positive EPS remains elusive, but the balance sheet is nice.Palantir stock valuationWhen we look at the valuation of Palantir stock, the bottom line is the stock is expensive to own. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 170X FWD EPS. Very pricey. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples here in 2022. Keep that in mind. At 10.4X sales, the stock is relatively cheaper than it has ever been, but it is still not \"cheap\" by any stretch at all. We like the cash flow metrics, though the price to cash flow is still about 70X.Guidance was more than disappointingThe biggest concern right now is not valuation, or the Q2 earnings results. Nor is it the fact that the stock has been a trash investment. The biggest issue right now is also not the never ending dilution (which stinks). It is not the broader market risk either. The largest issue is a slowdown in performance, the slowing growth of revenues, and continued reduced guidance including here in Q3. The Q3 guidance was pretty weak. For Q3 2022, the company \"expects revenue of between $474 million to $475 million\" which was way below consensus of $505 million. For the year, we are looking at nearly 5% lower revenues than expected. Ouch. For the year management guided \"revenue of $1.9 billion\" vs. consensus of $1.98 billion. Adjusted income from operations should be $341 million to $343 million.So, what is our take?We would be selling calls here on the next pop. The volatility is high here and premiums are hefty. On the next big downturn, sell puts a month or two out and out of the money. If assigned, turn right around and sell calls. Trade around the position. Palantir's growth is slowly fading, though still strong. We also think profitability is elusive. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. Stick to trading the name, or buy a few shares and come back in 10 years.Take homeWe love that the company operates with no debt and has nice positive free cash flow. The company offers amazing solutions for government and businesses by using big data and using analytics to improve operations. But, investments in the stock have been trashed. Traders have won over and over again. While growth will continue, and the balance sheet is solid, we have to keep an eye on the pace of customer growth and contract values. On the next drawdown to the $8 range, we would be buyers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907914061,"gmtCreate":1660126161458,"gmtModify":1703478174321,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Just hold i guess? Time is essence&nbsp;[Onlooker]&nbsp;","listText":"Just hold i guess? Time is essence&nbsp;[Onlooker]&nbsp;","text":"Just hold i guess? Time is essence [Onlooker]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907914061","repostId":"1101211258","repostType":4,"repost":{"id":"1101211258","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":1660120326,"share":"https://ttm.financial/m/news/1101211258?lang=&edition=fundamental","pubTime":"2022-08-10 16:32","market":"us","language":"en","title":"Monkeypox Stocks Slashed in Premarket Trading, With GOVX Sliding Over 8% and APDN Falling Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101211258","media":"Tiger Newspress","summary":"Monkeypox stocks slashed in premarket trading, with GOVX sliding over 8% and APDN falling over 6%.","content":"<html><head></head><body><p>Monkeypox stocks slashed in premarket trading, with GOVX sliding over 8% and APDN falling over 6%.<img src=\"https://static.tigerbbs.com/3ed326df33bb09d26945dde6e3aa36f4\" tg-width=\"264\" tg-height=\"170\" width=\"100%\" height=\"auto\"/></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>Monkeypox Stocks Slashed in Premarket Trading, With GOVX Sliding Over 8% and APDN Falling Over 6%</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\">\nMonkeypox Stocks Slashed in Premarket Trading, With GOVX Sliding Over 8% and APDN Falling Over 6%\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\">2022-08-10 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Monkeypox stocks slashed in premarket trading, with GOVX sliding over 8% and APDN falling over 6%.<img src=\"https://static.tigerbbs.com/3ed326df33bb09d26945dde6e3aa36f4\" tg-width=\"264\" tg-height=\"170\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOVX":"GeoVax Labs Inc","APDN":"Applied DNA Sciences Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101211258","content_text":"Monkeypox stocks slashed in premarket trading, with GOVX sliding over 8% and APDN falling over 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904268205,"gmtCreate":1660055272108,"gmtModify":1703477386155,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SIGA\">$SIGA Technologies Inc.(SIGA)$</a>I'm partially confident the company has expertise to deliver what is needed to cure monkeypoxCurrent known concern is at production side as Siga doesn't manfacture their own...Let's hold and wait until Sept until more test data appears and FDA re-rating...[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SIGA\">$SIGA Technologies Inc.(SIGA)$</a>I'm partially confident the company has expertise to deliver what is needed to cure monkeypoxCurrent known concern is at production side as Siga doesn't manfacture their own...Let's hold and wait until Sept until more test data appears and FDA re-rating...[Cool]&nbsp;","text":"$SIGA Technologies Inc.(SIGA)$I'm partially confident the company has expertise to deliver what is needed to cure monkeypoxCurrent known concern is at production side as Siga doesn't manfacture their own...Let's hold and wait until Sept until more test data appears and FDA re-rating...[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904268205","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902958976,"gmtCreate":1659640320699,"gmtModify":1705462918827,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Could be mini-rally in Bear market...we shall see&nbsp;[lovely]&nbsp;","listText":"Could be mini-rally in Bear market...we shall see&nbsp;[lovely]&nbsp;","text":"Could be mini-rally in Bear market...we shall see [lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902958976","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903034520,"gmtCreate":1658940493460,"gmtModify":1676536231759,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Crazy bet again from her lol","listText":"Crazy bet again from her lol","text":"Crazy bet again from her lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903034520","repostId":"2254395803","repostType":4,"repost":{"id":"2254395803","pubTimestamp":1658925386,"share":"https://ttm.financial/m/news/2254395803?lang=&edition=fundamental","pubTime":"2022-07-27 20:36","market":"us","language":"en","title":"Cathie Wood Bought the Dip on Shopify, Adding 1.76M Shares to Her ETFs","url":"https://stock-news.laohu8.com/highlight/detail?id=2254395803","media":"seekingalpha","summary":"Cathie Wood purchased the dip with regards to Shopify on Tuesday after the online retailer announced","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/fec433de5b5ddac39354f1c7edcd3549\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Cathie Wood purchased the dip with regards to Shopify on Tuesday after the online retailer announced it would lay off 10% of its workforce and subsequentially plunged 14%.</p><p>According to ARK’s trade records, Wood and her team scooped up a total of 1.76M shares of SHOP across three of her actively managed exchange traded funds. All in Tuesday’s purchase equated to approximately $55.71M in market share value.</p><p>The lions share went to Wood’s flagship fund <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:ARKK) as it purchased 1,326,295 shares of Shopify. The sizable purchase of SHOP shares bumped the stock up to ARKK’s 12th largest holding at 3.19%. Prior to Tuesday SHOP was the funds 14th most significant position.</p><p><a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:ARKF) the worlds largest ETF holder of SHOP grabbed another 238,088 shares and the <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:ARKW) picked up 201,546 shares of Shopify.</p><p>Time will tell to see if Wood grabs more shares of SHOP after the stock posted weaker than projected earnings earlier today. On Wednesday morning SHOP announced Q2 Non-GAAP EPS of -$0.03 which missed estimates by $0.06. The stock also came up shallow on revenue by $30M.</p><p>Premarket price action: SHOP -7.3%, ARKK +1.6%, ARKF +3%, and ARKW +0.6%.</p><p>Year-to-date price action: SHOP -76.8%, ARKK -55.2%, ARKF -59.9%, and ARKW -57.6%.</p><p>Bigger picture, see how SHOP, ARKK, ARKF, and ARKW fared against each other over a one-year trading period:</p><p><img src=\"https://static.tigerbbs.com/3f0000692e5ea02613d48630994b79fe\" tg-width=\"1197\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Cathie Wood Bought the Dip on Shopify, Adding 1.76M Shares to Her ETFs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Bought the Dip on Shopify, Adding 1.76M Shares to Her ETFs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3861224-cathie-wood-buys-the-dip-on-shopify-adding-176m-shares-to-her-etfs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood purchased the dip with regards to Shopify on Tuesday after the online retailer announced it would lay off 10% of its workforce and subsequentially plunged 14%.According to ARK’s trade ...</p>\n\n<a href=\"https://seekingalpha.com/news/3861224-cathie-wood-buys-the-dip-on-shopify-adding-176m-shares-to-her-etfs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","BK4551":"寇图资本持仓","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念"},"source_url":"https://seekingalpha.com/news/3861224-cathie-wood-buys-the-dip-on-shopify-adding-176m-shares-to-her-etfs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2254395803","content_text":"Cathie Wood purchased the dip with regards to Shopify on Tuesday after the online retailer announced it would lay off 10% of its workforce and subsequentially plunged 14%.According to ARK’s trade records, Wood and her team scooped up a total of 1.76M shares of SHOP across three of her actively managed exchange traded funds. All in Tuesday’s purchase equated to approximately $55.71M in market share value.The lions share went to Wood’s flagship fund ARK Innovation ETF (NYSEARCA:ARKK) as it purchased 1,326,295 shares of Shopify. The sizable purchase of SHOP shares bumped the stock up to ARKK’s 12th largest holding at 3.19%. Prior to Tuesday SHOP was the funds 14th most significant position.ARK Fintech Innovation ETF (NYSEARCA:ARKF) the worlds largest ETF holder of SHOP grabbed another 238,088 shares and the ARK Next Generation Internet ETF (NYSEARCA:ARKW) picked up 201,546 shares of Shopify.Time will tell to see if Wood grabs more shares of SHOP after the stock posted weaker than projected earnings earlier today. On Wednesday morning SHOP announced Q2 Non-GAAP EPS of -$0.03 which missed estimates by $0.06. The stock also came up shallow on revenue by $30M.Premarket price action: SHOP -7.3%, ARKK +1.6%, ARKF +3%, and ARKW +0.6%.Year-to-date price action: SHOP -76.8%, ARKK -55.2%, ARKF -59.9%, and ARKW -57.6%.Bigger picture, see how SHOP, ARKK, ARKF, and ARKW fared against each other over a one-year trading period:","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903034655,"gmtCreate":1658940410278,"gmtModify":1676536231758,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Good job on the podcast niche&nbsp;[Miser]&nbsp;","listText":"Good job on the podcast niche&nbsp;[Miser]&nbsp;","text":"Good job on the podcast niche [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903034655","repostId":"1142878271","repostType":4,"repost":{"id":"1142878271","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":1658928880,"share":"https://ttm.financial/m/news/1142878271?lang=&edition=fundamental","pubTime":"2022-07-27 21:34","market":"us","language":"en","title":"Spotify Shares Surged 12.3% as Quarterly Revenue, User Growth Beats Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1142878271","media":"Tiger Newspress","summary":"Spotify shares surged 12.3% as quarterly revenue, user growth beats expectations.Spotify reported se","content":"<html><head></head><body><p>Spotify shares surged 12.3% as quarterly revenue, user growth beats expectations.<img src=\"https://static.tigerbbs.com/dc98f7490fa566730b90dbd7358b121c\" tg-width=\"822\" tg-height=\"823\" width=\"100%\" height=\"auto\"/>Spotify reported second-quarter revenue above analysts&#39; estimates on Wednesday, helped by a 14% jump in paying subscribers as more users listened to its podcasts, and the company forecast an upbeat current quarter.</p><p>The Swedish music streaming company posted a 23% increase in revenue to 2.9 billion euros ($2.94 billion), beating analysts&#39; expectations of 2.8 billion euros, according to IBES data from Refinitiv.</p><p>Premium subscribers, which account for most of the company&#39;s revenue, rose to 188 million, beating analysts&#39; expectations of 187 million.</p><p>Total monthly active users rose 19% to 433 million. Analysts had expected 428 million.</p><p>Spotify, which had been aggressively hiring in the first two quarters, has slowed headcount growth by 25% beginning in the third quarter, while also taking a closer look at marketing activity.</p><p>The company forecast current-quarter paid subscribers of 194 million, in line with expectations. It expects revenue of 3 billion euros, above estimates of 2.95 billion euros.</p><p>Spotify has bet big on podcasts, investing over a billion dollars in acquiring shows such as the &#34;The Joe Rogan Experience&#34; and other businesses in a bid to draw users to a growing non-music audio segment.</p><p>The company said podcast listeners reached a record in the quarter, as members choose from among 4.4 million podcasts.</p><p>The company expects total monthly active users of 450 million in the third quarter.</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>Spotify Shares Surged 12.3% as Quarterly Revenue, User Growth Beats Expectations</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\">\nSpotify Shares Surged 12.3% as Quarterly Revenue, User Growth Beats Expectations\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\">2022-07-27 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Spotify shares surged 12.3% as quarterly revenue, user growth beats expectations.<img src=\"https://static.tigerbbs.com/dc98f7490fa566730b90dbd7358b121c\" tg-width=\"822\" tg-height=\"823\" width=\"100%\" height=\"auto\"/>Spotify reported second-quarter revenue above analysts&#39; estimates on Wednesday, helped by a 14% jump in paying subscribers as more users listened to its podcasts, and the company forecast an upbeat current quarter.</p><p>The Swedish music streaming company posted a 23% increase in revenue to 2.9 billion euros ($2.94 billion), beating analysts&#39; expectations of 2.8 billion euros, according to IBES data from Refinitiv.</p><p>Premium subscribers, which account for most of the company&#39;s revenue, rose to 188 million, beating analysts&#39; expectations of 187 million.</p><p>Total monthly active users rose 19% to 433 million. Analysts had expected 428 million.</p><p>Spotify, which had been aggressively hiring in the first two quarters, has slowed headcount growth by 25% beginning in the third quarter, while also taking a closer look at marketing activity.</p><p>The company forecast current-quarter paid subscribers of 194 million, in line with expectations. It expects revenue of 3 billion euros, above estimates of 2.95 billion euros.</p><p>Spotify has bet big on podcasts, investing over a billion dollars in acquiring shows such as the &#34;The Joe Rogan Experience&#34; and other businesses in a bid to draw users to a growing non-music audio segment.</p><p>The company said podcast listeners reached a record in the quarter, as members choose from among 4.4 million podcasts.</p><p>The company expects total monthly active users of 450 million in the third quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142878271","content_text":"Spotify shares surged 12.3% as quarterly revenue, user growth beats expectations.Spotify reported second-quarter revenue above analysts' estimates on Wednesday, helped by a 14% jump in paying subscribers as more users listened to its podcasts, and the company forecast an upbeat current quarter.The Swedish music streaming company posted a 23% increase in revenue to 2.9 billion euros ($2.94 billion), beating analysts' expectations of 2.8 billion euros, according to IBES data from Refinitiv.Premium subscribers, which account for most of the company's revenue, rose to 188 million, beating analysts' expectations of 187 million.Total monthly active users rose 19% to 433 million. Analysts had expected 428 million.Spotify, which had been aggressively hiring in the first two quarters, has slowed headcount growth by 25% beginning in the third quarter, while also taking a closer look at marketing activity.The company forecast current-quarter paid subscribers of 194 million, in line with expectations. It expects revenue of 3 billion euros, above estimates of 2.95 billion euros.Spotify has bet big on podcasts, investing over a billion dollars in acquiring shows such as the \"The Joe Rogan Experience\" and other businesses in a bid to draw users to a growing non-music audio segment.The company said podcast listeners reached a record in the quarter, as members choose from among 4.4 million podcasts.The company expects total monthly active users of 450 million in the third quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077774895,"gmtCreate":1658596786517,"gmtModify":1676536180329,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Twitter may drown further as long as the takeover saga prolongedHiring freeze....engineers in skeptical mood ... multiple firings....the list goes onCan the freshly minted CEO does something about it? Times will tell&nbsp;[Helpless]&nbsp;","listText":"Twitter may drown further as long as the takeover saga prolongedHiring freeze....engineers in skeptical mood ... multiple firings....the list goes onCan the freshly minted CEO does something about it? Times will tell&nbsp;[Helpless]&nbsp;","text":"Twitter may drown further as long as the takeover saga prolongedHiring freeze....engineers in skeptical mood ... multiple firings....the list goes onCan the freshly minted CEO does something about it? Times will tell [Helpless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077774895","repostId":"2253016904","repostType":2,"repost":{"id":"2253016904","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1658586128,"share":"https://ttm.financial/m/news/2253016904?lang=&edition=fundamental","pubTime":"2022-07-23 22:22","market":"us","language":"en","title":"As Snap Spooks Market, Here Are The Hits & Misses Of Q2 Reporting Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2253016904","media":"Benzinga","summary":"Snap, Inc. (NYSE: SNAP) was among the high-profile disappointment thus far in the second-quarter reporting season.","content":"<html><body><p><strong>Snap, Inc. </strong>(NYSE:SNAP) was among the high-profile disappointment thus far in the second-quarter reporting season. The stock shed close to 40% Friday and is down about 80% for the year-to-date period.</p>\n<p>Is Snap’s dismal earnings a one-off event, or is it foreshadowing things to come?</p>\n<p><strong>Earnings Season Thus Far: </strong> Of the 21% S&amp;P 500 companies that have reported up to the week ending July 22, 68% have reported positive earnings per share, or EPS, surprise, FactSet said in its weekly “Earnings Insight” report. This is below the five-year average of 77%.\r\nUtilities and healthcare were the sectors with the highest percentage of earnings beats, and real estate and energy have the lowest percentage of earnings upside.</p>\n<p>Companies reporting earnings beats have exceeded consensus by 3.6% on average, below the five-year average of 8.8%.</p>\n<p>Sector-wise, healthcare reported the biggest degree of upside relative to the consensus, led by <strong>Biogen, Inc. </strong>(NASDAQ:BIIB), <strong>Abbott Labs. </strong>(NYSE:ABT), <strong>Danaher Corporation </strong>(NYSE:DHR).</p>\n<p>A more modest 65% of the companies have beaten revenue estimates, four percentage points below the five-year average.</p>\n<p><em>Read Benzinga’s story on the end-2022 S&amp;P 500 forecast</em></p>\n<p><strong>How Heavyweights Fared In Q2: </strong></p>\n<p>The following companies <strong>beat both earnings and revenue expectations: </strong></p>\n<ul>\n<li><strong>Johnson &amp; Johnson </strong>(NYSE:JNJ)</li>\n<li>Biogen</li>\n<li><strong>Goldman Sachs, Inc. </strong>(NYSE:GS)</li>\n<li><strong>Bank of America, Inc. </strong>(NYSE:BAC)</li>\n<li><strong>American Express Company </strong>(NYSE:AXP)</li>\n<li><strong>AT&amp;T, Inc. </strong>(NYSE:T)</li>\n<li><strong>International Business Machines, Inc. </strong>(NYSE:<a href=\"https://laohu8.com/S/IBM\">IBM</a>)</li>\n<li><strong>Netflix, Inc. </strong>(NASDAQ:NFLX)</li>\n</ul>\n<p>The following companies reported <strong>mixed results:</strong></p>\n<ul>\n<li><strong>Novartis AG </strong>(NYSE:NVS) (earnings beat but a revenue miss)</li>\n<li><strong>Verizon Communications, Inc. </strong>(NYSE:VZ) (earnings miss but revenue beat)</li>\n<li><strong>Tesla, Inc. </strong>(NASDAQ:TSLA) (earnings beat but a revenue miss)</li>\n<li>Snap: (earnings beat but a revenue miss)</li>\n<li><strong>The following companies reported <strong>disappointing results:</strong></strong></li>\n<li><strong>Twitter, Inc. </strong>(NYSE:TWTR)</li>\n</ul>\n<p><strong>FactSet made some interesting observations:</strong></p>\n<p>Companies with more international exposure have thus far reported higher earnings growth than those having relatively less international exposure.</p>\n<p>To date, the market has been more rewarding to positive earnings surprises and has less punishing to negative earnings surprises as compared to previous averages.</p>\n<p>The SPDR S&amp;P 500 <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> Trust (NYSE:SPY) closed the week 2.6% higher at $395.09, according to Benzinga Pro data.</p>\n</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>As Snap Spooks Market, Here Are The Hits & Misses Of Q2 Reporting Season</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\">\nAs Snap Spooks Market, Here Are The Hits & Misses Of Q2 Reporting Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-07-23 22:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>Snap, Inc. </strong>(NYSE:SNAP) was among the high-profile disappointment thus far in the second-quarter reporting season. The stock shed close to 40% Friday and is down about 80% for the year-to-date period.</p>\n<p>Is Snap’s dismal earnings a one-off event, or is it foreshadowing things to come?</p>\n<p><strong>Earnings Season Thus Far: </strong> Of the 21% S&amp;P 500 companies that have reported up to the week ending July 22, 68% have reported positive earnings per share, or EPS, surprise, FactSet said in its weekly “Earnings Insight” report. This is below the five-year average of 77%.\r\nUtilities and healthcare were the sectors with the highest percentage of earnings beats, and real estate and energy have the lowest percentage of earnings upside.</p>\n<p>Companies reporting earnings beats have exceeded consensus by 3.6% on average, below the five-year average of 8.8%.</p>\n<p>Sector-wise, healthcare reported the biggest degree of upside relative to the consensus, led by <strong>Biogen, Inc. </strong>(NASDAQ:BIIB), <strong>Abbott Labs. </strong>(NYSE:ABT), <strong>Danaher Corporation </strong>(NYSE:DHR).</p>\n<p>A more modest 65% of the companies have beaten revenue estimates, four percentage points below the five-year average.</p>\n<p><em>Read Benzinga’s story on the end-2022 S&amp;P 500 forecast</em></p>\n<p><strong>How Heavyweights Fared In Q2: </strong></p>\n<p>The following companies <strong>beat both earnings and revenue expectations: </strong></p>\n<ul>\n<li><strong>Johnson &amp; Johnson </strong>(NYSE:JNJ)</li>\n<li>Biogen</li>\n<li><strong>Goldman Sachs, Inc. </strong>(NYSE:GS)</li>\n<li><strong>Bank of America, Inc. </strong>(NYSE:BAC)</li>\n<li><strong>American Express Company </strong>(NYSE:AXP)</li>\n<li><strong>AT&amp;T, Inc. </strong>(NYSE:T)</li>\n<li><strong>International Business Machines, Inc. </strong>(NYSE:<a href=\"https://laohu8.com/S/IBM\">IBM</a>)</li>\n<li><strong>Netflix, Inc. </strong>(NASDAQ:NFLX)</li>\n</ul>\n<p>The following companies reported <strong>mixed results:</strong></p>\n<ul>\n<li><strong>Novartis AG </strong>(NYSE:NVS) (earnings beat but a revenue miss)</li>\n<li><strong>Verizon Communications, Inc. </strong>(NYSE:VZ) (earnings miss but revenue beat)</li>\n<li><strong>Tesla, Inc. </strong>(NASDAQ:TSLA) (earnings beat but a revenue miss)</li>\n<li>Snap: (earnings beat but a revenue miss)</li>\n<li><strong>The following companies reported <strong>disappointing results:</strong></strong></li>\n<li><strong>Twitter, Inc. </strong>(NYSE:TWTR)</li>\n</ul>\n<p><strong>FactSet made some interesting observations:</strong></p>\n<p>Companies with more international exposure have thus far reported higher earnings growth than those having relatively less international exposure.</p>\n<p>To date, the market has been more rewarding to positive earnings surprises and has less punishing to negative earnings surprises as compared to previous averages.</p>\n<p>The SPDR S&amp;P 500 <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> Trust (NYSE:SPY) closed the week 2.6% higher at $395.09, according to Benzinga Pro data.</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","DHR":"丹纳赫","NVS":"诺华","NFLX":"奈飞","AXP":"美国运通","JNJ":"强生","SPY":"标普500ETF","BIIB":"渤健公司","TWTR":"Twitter","IBM":"IBM","GS":"高盛","VZ":"威瑞森","SNAP":"Snap Inc","QTWO":"Q2 Holdings Inc","BAC":"美国银行","ABT":"雅培","BK4023":"应用软件","T":"美国电话电报"},"source_url":"https://www.benzinga.com/news/earnings/22/07/28177780/as-snap-spooks-market-herere-the-hits-misses-of-q2-reporting-season","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253016904","content_text":"Snap, Inc. (NYSE:SNAP) was among the high-profile disappointment thus far in the second-quarter reporting season. The stock shed close to 40% Friday and is down about 80% for the year-to-date period.\nIs Snap’s dismal earnings a one-off event, or is it foreshadowing things to come?\nEarnings Season Thus Far:  Of the 21% S&P 500 companies that have reported up to the week ending July 22, 68% have reported positive earnings per share, or EPS, surprise, FactSet said in its weekly “Earnings Insight” report. This is below the five-year average of 77%.\r\nUtilities and healthcare were the sectors with the highest percentage of earnings beats, and real estate and energy have the lowest percentage of earnings upside.\nCompanies reporting earnings beats have exceeded consensus by 3.6% on average, below the five-year average of 8.8%.\nSector-wise, healthcare reported the biggest degree of upside relative to the consensus, led by Biogen, Inc. (NASDAQ:BIIB), Abbott Labs. (NYSE:ABT), Danaher Corporation (NYSE:DHR).\nA more modest 65% of the companies have beaten revenue estimates, four percentage points below the five-year average.\nRead Benzinga’s story on the end-2022 S&P 500 forecast\nHow Heavyweights Fared In Q2: \nThe following companies beat both earnings and revenue expectations: \n\nJohnson & Johnson (NYSE:JNJ)\nBiogen\nGoldman Sachs, Inc. (NYSE:GS)\nBank of America, Inc. (NYSE:BAC)\nAmerican Express Company (NYSE:AXP)\nAT&T, Inc. (NYSE:T)\nInternational Business Machines, Inc. (NYSE:IBM)\nNetflix, Inc. (NASDAQ:NFLX)\n\nThe following companies reported mixed results:\n\nNovartis AG (NYSE:NVS) (earnings beat but a revenue miss)\nVerizon Communications, Inc. (NYSE:VZ) (earnings miss but revenue beat)\nTesla, Inc. (NASDAQ:TSLA) (earnings beat but a revenue miss)\nSnap: (earnings beat but a revenue miss)\nThe following companies reported disappointing results:\nTwitter, Inc. (NYSE:TWTR)\n\nFactSet made some interesting observations:\nCompanies with more international exposure have thus far reported higher earnings growth than those having relatively less international exposure.\nTo date, the market has been more rewarding to positive earnings surprises and has less punishing to negative earnings surprises as compared to previous averages.\nThe SPDR S&P 500 Pacer Swan SOS Fund of Funds ETF|ETF Trust (NYSE:SPY) closed the week 2.6% higher at $395.09, according to Benzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077285479,"gmtCreate":1658534340691,"gmtModify":1676536171867,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Amazon aiming to be a conglomerate?I hope the new @ upcoming&nbsp;CEO is not too greedy and know what he's doing...Pharma/Medical field is different animal, perhaps they could hire 2-3 guys from Pfizer or Bayer&nbsp;[Tongue]&nbsp;","listText":"Amazon aiming to be a conglomerate?I hope the new @ upcoming&nbsp;CEO is not too greedy and know what he's doing...Pharma/Medical field is different animal, perhaps they could hire 2-3 guys from Pfizer or Bayer&nbsp;[Tongue]&nbsp;","text":"Amazon aiming to be a conglomerate?I hope the new @ upcoming CEO is not too greedy and know what he's doing...Pharma/Medical field is different animal, perhaps they could hire 2-3 guys from Pfizer or Bayer [Tongue]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9077285479","repostId":"2253034305","repostType":4,"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077214768,"gmtCreate":1658533722254,"gmtModify":1676536171672,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"One may read but still needs to do DD&nbsp;[lovely]&nbsp;","listText":"One may read but still needs to do DD&nbsp;[lovely]&nbsp;","text":"One may read but still needs to do DD [lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077214768","repostId":"2253066897","repostType":4,"repost":{"id":"2253066897","pubTimestamp":1658531378,"share":"https://ttm.financial/m/news/2253066897?lang=&edition=fundamental","pubTime":"2022-07-23 07:09","market":"us","language":"en","title":"8 Reasons This Is the Start of a New Tech Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2253066897","media":"InvestorPlace","summary":"The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly ","content":"<html><head></head><body><ul><li>The next tech bull market is emerging, confirmed by a plethora of indicators.</li><li>The economy is rapidly slowing, inflation has peaked, the Fed&#39;s pivoting dovish, yields are topping out and valuations are low.</li><li>Internals are strong, bullish sentiment is on the rise, insiders are going on buying sprees, earnings are fabulous, and JPMorgan&#39;s “half-man, half-god” Marko Kolanovic thinks stocks will rally.</li></ul><p>Folks, welcome to the <b>new bull market in tech stocks.</b></p><p>I know that may sound crazy to you. After all, tech stocks have been crushed throughout the first five months of 2022. But they’ve soared as of late. And there’s a mountain of evidence suggesting why it’s not crazy to believe a new bull market is emerging. In fact, it’s our reality.</p><p>That’s especially important news because the dawn of this new tech bull market offers the <b>investment opportunity of a lifetime</b>.</p><p>Bear markets are my calling card. I tend to thrive in moments like these. The biggest calls of my career — calls that allowed investors to consistently snag 1,000%-plus returns — were made during the market selloffs of 2015-2016, 2018 and 2020.</p><p>I successfully buy dips in bear markets. It’s what I do.</p><p>This time around is no different.</p><p>Over the past month, the <b>Dow Jones</b> is up 7%. The <b>S&amp;P 500</b> is up 9%, and the <b>Nasdaq</b>’s up 12%. Meanwhile, over that same stretch, growth stocks have soared about 20%!</p><p>If this really is the dawn of a new tech bull market — which I’ll prove over the next few minutes — then it’s also the dawn of growth stocks soaring thousands of percent over the next few years.</p><p>So, let’s dig in.</p><h2>Bull Market Indicators: A Slowing Economy and Cooling Inflation</h2><p>Tech stocks have been soaring recently.</p><p>Some folks think this could be a head fake — a dead-cat bounce, as they say.</p><p>But it’s not. And to prove why, we’ve compiled 10 of the most compelling datapoints underscoring the start of a new bull market.</p><p>Those datapoints are as follows:</p><ul><li><b>The economy is rapidly slowing.</b> The economy got too hot in 2021. That’s partly why tech stocks have been crushed in 2022. When the economy gets too hot, the Federal Reserve steps in to put the brakes on expansion through rising rates. Higher rates lead to lower valuations and lower tech stock prices. But amid geopolitical chaos and higher interest rates over the past few months, the U.S. economy has rapidly slowed. Job growth has braked to its slowest pace since the pandemic emerged. It’s the same with consumer sentiment, existing home sales and pretty much every economic datapoint out there. The U.S. economy is slowing rapidly.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/cb4d81535876782478f68644eb33c0a7\" tg-width=\"1430\" tg-height=\"984\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><ul><li><b>Inflation has peaked.</b> For the first time since late 2020 — or since the economy has been going through its COVID normalization phase — U.S. inflation rates are dropping. In April, the two preferred measures of inflation, CPI and PCE, both decelerated on a year-over-year basis. With the economy quickly slowing and supply chains swiftly improving, inflation will keep falling over the next few months.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/4c9fd9741641d53850e54040bf401645\" tg-width=\"2000\" tg-height=\"1291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>A Dovish Federal Reserve and Topped-Out Yields</h2><ul><li><b>The Fed will turn dovish.</b> Thanks to a slowing economy and cooling inflation, the once super-hawkish institution will start to turn dovish. Over the past two weeks, three Fed voting members said it may be appropriate to reconsider the pace of rate hikes after July. That opens the door for a potential dovish pivot in Fed policy later in the year, which we think will happen. If it does, then that will set stocks up for huge gains through the end of the year and into 2023. Just look at the last time the central bank made a dovish pivot after a series of rate hikes.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/ab90d0e426e1d6dc218fc410367e817f\" tg-width=\"974\" tg-height=\"473\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><ul><li><b>Treasury yields are topping out</b>. The math strongly supports the idea that if the Fed remains within the guardrails of seven to 11 rate hikes in 2022, Treasury yields have peaked and will move lower in the second half of 2022. Recent commentary strongly implies that the Fed will remain within those guardrails. As such, we continue to believe yields will move lower going forward, providing support for multiple expansion in tech stocks.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/f724bb6e3933e4dca45cf2f1cc3f1f22\" tg-width=\"1340\" tg-height=\"810\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Tech Stock Rallies and Insider Buying Sprees</h2><ul><li><b>We’re seeing breadth indicators flashing super bullish signals across the tech sector right now. </b>This week, the number of <b>Nasdaq 100</b> stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies. Since 2008, this signal has led to positive tech stock returns over the following 60 days 100% of the time. The average return in that stretch? 15%.</li></ul><p><img src=\"https://static.tigerbbs.com/ff5c259b07a732641f8fd9bb042b4297\" tg-width=\"936\" tg-height=\"462\" width=\"100%\" height=\"auto\"/></p><p>Source: Bloomberg</p><ul><li><b>Insiders are buying the dip at a volume historically consistent with market bottoms.</b> They’re the folks who know the most about the companies in the market. Over the past two weeks, corporate insiders have gone on a huge buying spree. In fact, insider buying has spiked to two-year highs over the past two weeks. That’s bullish because these insiders have a history of calling market bottoms. Every time insider buying has spiked like it is right now, the stock market bottomed after a major selloff.</li></ul><p><img src=\"https://static.tigerbbs.com/9aa3998a4aa51a8d88ed184673e45ddb\" tg-width=\"468\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Better-Than-Expected Earnings and Bullish Indicators</h2><ul><li><b>Tech earnings have topped expectations.</b> Over the past week, <b>Tesla</b> (<b><u>TSLA</u></b>) and <b>Netflix</b> (<b><u>NFLX</u></b>) have both delivered earnings that beat what analysts anticipated, and the stocks rallied on the news. Technology is the world’s solution to inflation because exponential technologies are the most powerful deflationary tool ever created. As such, we believe increasingly more companies and consumers will turn toward tech in the coming years to beat inflation. Technology’s global societal, political and economic influence will grow exponentially. And tech stocks will soar.</li><li><b>The advancing volume indicator flashed a “buy” signal for the first time since the COVID-19 crash’s final stages in 2020. </b>When over 85% of the S&amp;P’s daily trading buying volume on two of three consecutive trading days happens within 30 days of the index’s 52-week low, you always get a rally in stocks over the next year. And indeed, over the past three trading days, two had buying volume account for more than 85% of total trading volume.</li><li><b>The bond market is also flashing its own bear-market bottom buying signal with a perfect record of predicting positive gains</b>. In bonds, high-yield spreads have collapsed over the past three weeks. They’re down about 85 basis points. Such rapid collapses in high-yield bond spreads are rare. They’re also bullish. Since 2010, high-yield bond spreads have compressed nearly this quickly on nine separate occasions. Each time, the market rose over the next six and 12 months. And the average gain over the subsequent 12 months was more than 20%.</li></ul><h2>The Final Word on Tech’s New Bull Market</h2><p>Tech stocks have been on a tear this past month.</p><p>Some are calling the resurgence a head fake.</p><p><b>It’s not. </b></p><p>Depressed valuations suggest that’s just not the case. And so do strong earnings, heavy insider buying, cooling inflation and heavy volume on the rallies.</p><p>Indeed, there’s a mountain of evidence to suggest that <b>this resurgence is not a head fake</b>.</p><p>It’s the real deal.</p><p>And if it is, that means <b>it’s time to prepare your portfolio for a massive turnaround.</b></p><p>We believe tech stocks will lead a massive market rebound in the second half of 2022 into 2023. And starting today and lasting for a decade-plus, they’ll lead a <b>new bull market</b>.</p><p>One such stock is a <b>tiny $3 biotech company</b> with tons of promise.</p><p>This is a stock that’s rewriting the rules of biology. It has so much upside potential that its recent rallies will just be a blip in five years, when this stock is up around $100.</p><p><b>Clearly, this is a stock that you need hear about today.</b></p></body></html>","source":"investorplace","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>8 Reasons This Is the Start of a New Tech Bull Market</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\">\n8 Reasons This Is the Start of a New Tech Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly slowing, inflation has peaked, the Fed's pivoting dovish, yields are topping out and valuations are ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4570":"地缘局势概念股","BK4017":"黄金","NGD":"New Gold"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253066897","content_text":"The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly slowing, inflation has peaked, the Fed's pivoting dovish, yields are topping out and valuations are low.Internals are strong, bullish sentiment is on the rise, insiders are going on buying sprees, earnings are fabulous, and JPMorgan's “half-man, half-god” Marko Kolanovic thinks stocks will rally.Folks, welcome to the new bull market in tech stocks.I know that may sound crazy to you. After all, tech stocks have been crushed throughout the first five months of 2022. But they’ve soared as of late. And there’s a mountain of evidence suggesting why it’s not crazy to believe a new bull market is emerging. In fact, it’s our reality.That’s especially important news because the dawn of this new tech bull market offers the investment opportunity of a lifetime.Bear markets are my calling card. I tend to thrive in moments like these. The biggest calls of my career — calls that allowed investors to consistently snag 1,000%-plus returns — were made during the market selloffs of 2015-2016, 2018 and 2020.I successfully buy dips in bear markets. It’s what I do.This time around is no different.Over the past month, the Dow Jones is up 7%. The S&P 500 is up 9%, and the Nasdaq’s up 12%. Meanwhile, over that same stretch, growth stocks have soared about 20%!If this really is the dawn of a new tech bull market — which I’ll prove over the next few minutes — then it’s also the dawn of growth stocks soaring thousands of percent over the next few years.So, let’s dig in.Bull Market Indicators: A Slowing Economy and Cooling InflationTech stocks have been soaring recently.Some folks think this could be a head fake — a dead-cat bounce, as they say.But it’s not. And to prove why, we’ve compiled 10 of the most compelling datapoints underscoring the start of a new bull market.Those datapoints are as follows:The economy is rapidly slowing. The economy got too hot in 2021. That’s partly why tech stocks have been crushed in 2022. When the economy gets too hot, the Federal Reserve steps in to put the brakes on expansion through rising rates. Higher rates lead to lower valuations and lower tech stock prices. But amid geopolitical chaos and higher interest rates over the past few months, the U.S. economy has rapidly slowed. Job growth has braked to its slowest pace since the pandemic emerged. It’s the same with consumer sentiment, existing home sales and pretty much every economic datapoint out there. The U.S. economy is slowing rapidly.Inflation has peaked. For the first time since late 2020 — or since the economy has been going through its COVID normalization phase — U.S. inflation rates are dropping. In April, the two preferred measures of inflation, CPI and PCE, both decelerated on a year-over-year basis. With the economy quickly slowing and supply chains swiftly improving, inflation will keep falling over the next few months.A Dovish Federal Reserve and Topped-Out YieldsThe Fed will turn dovish. Thanks to a slowing economy and cooling inflation, the once super-hawkish institution will start to turn dovish. Over the past two weeks, three Fed voting members said it may be appropriate to reconsider the pace of rate hikes after July. That opens the door for a potential dovish pivot in Fed policy later in the year, which we think will happen. If it does, then that will set stocks up for huge gains through the end of the year and into 2023. Just look at the last time the central bank made a dovish pivot after a series of rate hikes.Treasury yields are topping out. The math strongly supports the idea that if the Fed remains within the guardrails of seven to 11 rate hikes in 2022, Treasury yields have peaked and will move lower in the second half of 2022. Recent commentary strongly implies that the Fed will remain within those guardrails. As such, we continue to believe yields will move lower going forward, providing support for multiple expansion in tech stocks.Tech Stock Rallies and Insider Buying SpreesWe’re seeing breadth indicators flashing super bullish signals across the tech sector right now. This week, the number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies. Since 2008, this signal has led to positive tech stock returns over the following 60 days 100% of the time. The average return in that stretch? 15%.Source: BloombergInsiders are buying the dip at a volume historically consistent with market bottoms. They’re the folks who know the most about the companies in the market. Over the past two weeks, corporate insiders have gone on a huge buying spree. In fact, insider buying has spiked to two-year highs over the past two weeks. That’s bullish because these insiders have a history of calling market bottoms. Every time insider buying has spiked like it is right now, the stock market bottomed after a major selloff.Better-Than-Expected Earnings and Bullish IndicatorsTech earnings have topped expectations. Over the past week, Tesla (TSLA) and Netflix (NFLX) have both delivered earnings that beat what analysts anticipated, and the stocks rallied on the news. Technology is the world’s solution to inflation because exponential technologies are the most powerful deflationary tool ever created. As such, we believe increasingly more companies and consumers will turn toward tech in the coming years to beat inflation. Technology’s global societal, political and economic influence will grow exponentially. And tech stocks will soar.The advancing volume indicator flashed a “buy” signal for the first time since the COVID-19 crash’s final stages in 2020. When over 85% of the S&P’s daily trading buying volume on two of three consecutive trading days happens within 30 days of the index’s 52-week low, you always get a rally in stocks over the next year. And indeed, over the past three trading days, two had buying volume account for more than 85% of total trading volume.The bond market is also flashing its own bear-market bottom buying signal with a perfect record of predicting positive gains. In bonds, high-yield spreads have collapsed over the past three weeks. They’re down about 85 basis points. Such rapid collapses in high-yield bond spreads are rare. They’re also bullish. Since 2010, high-yield bond spreads have compressed nearly this quickly on nine separate occasions. Each time, the market rose over the next six and 12 months. And the average gain over the subsequent 12 months was more than 20%.The Final Word on Tech’s New Bull MarketTech stocks have been on a tear this past month.Some are calling the resurgence a head fake.It’s not. Depressed valuations suggest that’s just not the case. And so do strong earnings, heavy insider buying, cooling inflation and heavy volume on the rallies.Indeed, there’s a mountain of evidence to suggest that this resurgence is not a head fake.It’s the real deal.And if it is, that means it’s time to prepare your portfolio for a massive turnaround.We believe tech stocks will lead a massive market rebound in the second half of 2022 into 2023. And starting today and lasting for a decade-plus, they’ll lead a new bull market.One such stock is a tiny $3 biotech company with tons of promise.This is a stock that’s rewriting the rules of biology. It has so much upside potential that its recent rallies will just be a blip in five years, when this stock is up around $100.Clearly, this is a stock that you need hear about today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077699597,"gmtCreate":1658501173420,"gmtModify":1676536168672,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Elon always win huh","listText":"Elon always win huh","text":"Elon always win huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9077699597","repostId":"1180086185","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074749122,"gmtCreate":1658416240966,"gmtModify":1676536155556,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Looking at&nbsp;<a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$</a>nextPersonally hoping they have another blockbuster revenue growth in next quarter&nbsp;[Miser]&nbsp;Two former IT Security behemoth in Symantec and McAfee&nbsp;has left the field, other can only come and outperform them I guess?Remember, SentinelaOne is cloud-native first","listText":"Looking at&nbsp;<a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$</a>nextPersonally hoping they have another blockbuster revenue growth in next quarter&nbsp;[Miser]&nbsp;Two former IT Security behemoth in Symantec and McAfee&nbsp;has left the field, other can only come and outperform them I guess?Remember, SentinelaOne is cloud-native first","text":"Looking at $SentinelOne, Inc(S)$nextPersonally hoping they have another blockbuster revenue growth in next quarter [Miser] Two former IT Security behemoth in Symantec and McAfee has left the field, other can only come and outperform them I guess?Remember, SentinelaOne is cloud-native first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074749122","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9075444964,"gmtCreate":1658247849158,"gmtModify":1676536128157,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UDMY\">$Udemy, Inc.(UDMY)$</a>Let's go Udemy, hope the upcoming earnings will be positive with more revenue growth&nbsp;[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/UDMY\">$Udemy, Inc.(UDMY)$</a>Let's go Udemy, hope the upcoming earnings will be positive with more revenue growth&nbsp;[Miser]&nbsp;","text":"$Udemy, Inc.(UDMY)$Let's go Udemy, hope the upcoming earnings will be positive with more revenue growth [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9075444964","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274799416327","authorId":"3479274799416327","name":"marketpre","avatar":"https://static.tigerbbs.com/3bdd403049856caa030d5acaf3e72506","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274799416327","authorIdStr":"3479274799416327"},"content":"Yeah! Although the experts downgrade the ratings of Udemy to Neutral, I believe the earning reports can beat the market expections!! 🚀🚀🚀","text":"Yeah! Although the experts downgrade the ratings of Udemy to Neutral, I believe the earning reports can beat the market expections!! 🚀🚀🚀","html":"Yeah! Although the experts downgrade the ratings of Udemy to Neutral, I believe the earning reports can beat the market expections!! 🚀🚀🚀"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077285479,"gmtCreate":1658534340691,"gmtModify":1676536171867,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Amazon aiming to be a conglomerate?I hope the new @ upcoming&nbsp;CEO is not too greedy and know what he's doing...Pharma/Medical field is different animal, perhaps they could hire 2-3 guys from Pfizer or Bayer&nbsp;[Tongue]&nbsp;","listText":"Amazon aiming to be a conglomerate?I hope the new @ upcoming&nbsp;CEO is not too greedy and know what he's doing...Pharma/Medical field is different animal, perhaps they could hire 2-3 guys from Pfizer or Bayer&nbsp;[Tongue]&nbsp;","text":"Amazon aiming to be a conglomerate?I hope the new @ upcoming CEO is not too greedy and know what he's doing...Pharma/Medical field is different animal, perhaps they could hire 2-3 guys from Pfizer or Bayer [Tongue]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9077285479","repostId":"2253034305","repostType":4,"repost":{"id":"2253034305","pubTimestamp":1658501355,"share":"https://ttm.financial/m/news/2253034305?lang=&edition=fundamental","pubTime":"2022-07-22 22:49","market":"us","language":"en","title":"Is Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253034305","media":"Motley Fool","summary":"It's Amazon's biggest healthcare deal yet.","content":"<html><head></head><body><p><b>Amazon&#39;s</b> mission has always been to be Earth&#39;s most customer-centric company.</p><p>What&#39;s unique about that approach is that it doesn&#39;t confine the company to any single industry. Though Amazon is best known for its e-commerce operation, the company also owns Amazon Web Services (AWS), a leading cloud infrastructure service; it produces gadgets like e-readers, tablets and voice-activated devices; it runs a video streaming service; it&#39;s become a heavyweight in logistics, and it even owns Whole Foods.</p><p>Amazon seeks to disrupt any industry where it can add value by prioritizing customers and for years, it has eyed the $800 billion healthcare industry. In 2018, it paid nearly $1 billion to acquire online pharmacy PillPack, and since then, it has opened virtual Amazon Care clinics. In 2018, it also formed a joint venture called Haven, with <b>Berkshire Hathaway </b>and <b>JPMorgan Chase </b>to tackle the exorbitant healthcare costs, but the initiative failed and has been closed.</p><p>Now, Amazon is taking its biggest step yet into the healthcare industry with its $3.9 billion (including debt) all-cash takeover of <b>1Life Healthcare</b>, known by consumers as One Medical. On Thursday, Amazon announced its plans to pay $18 a share for the health tech company, a premium of 77% over its closing price yesterday, showing serious interest in getting the deal done. Amazon&#39;s stock did not react much to the development. 1Life shares surged nearly 70%  on the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2e5fd899c74825b7393ecd4e393bdc\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Amazon.</span></p><h2>Amazon gets serious about healthcare</h2><p>One Medical calls itself a &#34;human-centered, technology-powered U.S. primary care organization.&#34; It offers both in-person and virtual care, seeking to make healthcare more affordable, accessible, and enjoyable.</p><p>The company was founded in 2002  and finished its most recent quarter with 767,000 members, a 28% increase from the prior year.  For 2022, it expects revenue of $831 million to $853 million, and an adjusted EBITDA loss of $130 million to $150 million.</p><p>It&#39;s not clear what Amazon intends to do with One Medical -- if it will fold it into the Amazon Care brand, or have it continue to operate separately -- but the press release explained why Amazon finds One Medical attractive.</p><p>Neil Lindsay, SVP of Amazon Health Services said the company believes healthcare is in need of reinvention, saying, &#34;We see lots of opportunity to both improve the quality of the experience <i>and </i>give people back valuable time in their days.&#34; He added, &#34;Together with One Medical&#39;s human-centered and technology-powered approach to healthcare, we believe we can and will help more people get better care, when and how they need it. We look forward to delivering on that long-term mission.&#34; Human-centered and tech-powered sounds a lot like how Amazon would describe its approach to business.</p><p>Amazon did say that Amir Dan Rubin will stay on as CEO of One Medical.</p><h2>Should you buy Amazon stock now?</h2><p>There&#39;s no doubt that the healthcare market presents a mouthwatering opportunity for Amazon. It&#39;s a giant industry, one of the few big enough to move the needle for Amazon, and it&#39;s been highly profitable for established incumbents. The industry is also notorious for opaque pricing and providing terrible patient experiences. In other words, many Americans would be happy to see Amazon step in with its reputation for customer service and willingness to take risks.</p><p>However, the acquisition of One Medical isn&#39;t a guarantee of Amazon&#39;s success in healthcare. Its track record with acquisitions has been mixed. When Amazon bought Whole Foods, supermarket stocks plunged on the news, but in the five years since the acquisition, Amazon has struggled to increase Whole Foods&#39; market share. In healthcare, Amazon still seems far from being a true disruptor. The PillPack acquisition hasn&#39;t made Amazon a force in the pharmacy business, and its telehealth venture has yet to catch fire. Haven, the joint venture, was a notable flop.</p><p>Amazon tends to acquire companies in order to enter a market after it tries and struggles to go it alone. That doesn&#39;t mean the One Medical deal is a bad move. In fact, it shows Amazon is more serious than ever about making a play for the healthcare market, which is good news for Amazon investors hoping for new growth avenues. But it&#39;s too soon to judge whether the acquisition will ultimately pay off, especially as Amazon hasn&#39;t commented on any specific strategic initiatives related to the deal.</p><p>Looking at the big picture, the move is a reminder of why Amazon stock has dominated over the decades. The company is unafraid to tackle new industries and has consistently leveraged its reputation for customer service and its Prime membership program to successfully enter new categories. Amazon Prime gives the company a direct relationship with more than 200 million households globally and it&#39;s easy to see how that advantage can drive its growth in healthcare.</p><p>Today, the best reason to buy Amazon may be its cheap stock price as shares have pulled back sharply this year. Its history of growth and ramping profit margins thanks to AWS doesn&#39;t hurt either. In other words, Amazon doesn&#39;t need to succeed in healthcare for the stock to outperform, but disrupting the massive industry would certainly sweeten the deal.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock a Buy After Acquiring One Medical for $3.9 Billion?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 22:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon's mission has always been to be Earth's most customer-centric company.What's unique about that approach is that it doesn't confine the company to any single industry. Though Amazon is best ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/07/22/is-amazon-stock-a-buy-after-acquiring-one-medical/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253034305","content_text":"Amazon's mission has always been to be Earth's most customer-centric company.What's unique about that approach is that it doesn't confine the company to any single industry. Though Amazon is best known for its e-commerce operation, the company also owns Amazon Web Services (AWS), a leading cloud infrastructure service; it produces gadgets like e-readers, tablets and voice-activated devices; it runs a video streaming service; it's become a heavyweight in logistics, and it even owns Whole Foods.Amazon seeks to disrupt any industry where it can add value by prioritizing customers and for years, it has eyed the $800 billion healthcare industry. In 2018, it paid nearly $1 billion to acquire online pharmacy PillPack, and since then, it has opened virtual Amazon Care clinics. In 2018, it also formed a joint venture called Haven, with Berkshire Hathaway and JPMorgan Chase to tackle the exorbitant healthcare costs, but the initiative failed and has been closed.Now, Amazon is taking its biggest step yet into the healthcare industry with its $3.9 billion (including debt) all-cash takeover of 1Life Healthcare, known by consumers as One Medical. On Thursday, Amazon announced its plans to pay $18 a share for the health tech company, a premium of 77% over its closing price yesterday, showing serious interest in getting the deal done. Amazon's stock did not react much to the development. 1Life shares surged nearly 70%  on the news.Image source: Amazon.Amazon gets serious about healthcareOne Medical calls itself a \"human-centered, technology-powered U.S. primary care organization.\" It offers both in-person and virtual care, seeking to make healthcare more affordable, accessible, and enjoyable.The company was founded in 2002  and finished its most recent quarter with 767,000 members, a 28% increase from the prior year.  For 2022, it expects revenue of $831 million to $853 million, and an adjusted EBITDA loss of $130 million to $150 million.It's not clear what Amazon intends to do with One Medical -- if it will fold it into the Amazon Care brand, or have it continue to operate separately -- but the press release explained why Amazon finds One Medical attractive.Neil Lindsay, SVP of Amazon Health Services said the company believes healthcare is in need of reinvention, saying, \"We see lots of opportunity to both improve the quality of the experience and give people back valuable time in their days.\" He added, \"Together with One Medical's human-centered and technology-powered approach to healthcare, we believe we can and will help more people get better care, when and how they need it. We look forward to delivering on that long-term mission.\" Human-centered and tech-powered sounds a lot like how Amazon would describe its approach to business.Amazon did say that Amir Dan Rubin will stay on as CEO of One Medical.Should you buy Amazon stock now?There's no doubt that the healthcare market presents a mouthwatering opportunity for Amazon. It's a giant industry, one of the few big enough to move the needle for Amazon, and it's been highly profitable for established incumbents. The industry is also notorious for opaque pricing and providing terrible patient experiences. In other words, many Americans would be happy to see Amazon step in with its reputation for customer service and willingness to take risks.However, the acquisition of One Medical isn't a guarantee of Amazon's success in healthcare. Its track record with acquisitions has been mixed. When Amazon bought Whole Foods, supermarket stocks plunged on the news, but in the five years since the acquisition, Amazon has struggled to increase Whole Foods' market share. In healthcare, Amazon still seems far from being a true disruptor. The PillPack acquisition hasn't made Amazon a force in the pharmacy business, and its telehealth venture has yet to catch fire. Haven, the joint venture, was a notable flop.Amazon tends to acquire companies in order to enter a market after it tries and struggles to go it alone. That doesn't mean the One Medical deal is a bad move. In fact, it shows Amazon is more serious than ever about making a play for the healthcare market, which is good news for Amazon investors hoping for new growth avenues. But it's too soon to judge whether the acquisition will ultimately pay off, especially as Amazon hasn't commented on any specific strategic initiatives related to the deal.Looking at the big picture, the move is a reminder of why Amazon stock has dominated over the decades. The company is unafraid to tackle new industries and has consistently leveraged its reputation for customer service and its Prime membership program to successfully enter new categories. Amazon Prime gives the company a direct relationship with more than 200 million households globally and it's easy to see how that advantage can drive its growth in healthcare.Today, the best reason to buy Amazon may be its cheap stock price as shares have pulled back sharply this year. Its history of growth and ramping profit margins thanks to AWS doesn't hurt either. In other words, Amazon doesn't need to succeed in healthcare for the stock to outperform, but disrupting the massive industry would certainly sweeten the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077699597,"gmtCreate":1658501173420,"gmtModify":1676536168672,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Elon always win huh","listText":"Elon always win huh","text":"Elon always win huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9077699597","repostId":"1180086185","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998038869,"gmtCreate":1660892698553,"gmtModify":1676536420011,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Lucky bugger&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;","listText":"Lucky bugger&nbsp;[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;","text":"Lucky bugger [USD] [USD] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998038869","repostId":"2260369315","repostType":2,"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904268205,"gmtCreate":1660055272108,"gmtModify":1703477386155,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SIGA\">$SIGA Technologies Inc.(SIGA)$</a>I'm partially confident the company has expertise to deliver what is needed to cure monkeypoxCurrent known concern is at production side as Siga doesn't manfacture their own...Let's hold and wait until Sept until more test data appears and FDA re-rating...[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SIGA\">$SIGA Technologies Inc.(SIGA)$</a>I'm partially confident the company has expertise to deliver what is needed to cure monkeypoxCurrent known concern is at production side as Siga doesn't manfacture their own...Let's hold and wait until Sept until more test data appears and FDA re-rating...[Cool]&nbsp;","text":"$SIGA Technologies Inc.(SIGA)$I'm partially confident the company has expertise to deliver what is needed to cure monkeypoxCurrent known concern is at production side as Siga doesn't manfacture their own...Let's hold and wait until Sept until more test data appears and FDA re-rating...[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904268205","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907914061,"gmtCreate":1660126161458,"gmtModify":1703478174321,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Just hold i guess? Time is essence&nbsp;[Onlooker]&nbsp;","listText":"Just hold i guess? Time is essence&nbsp;[Onlooker]&nbsp;","text":"Just hold i guess? Time is essence [Onlooker]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907914061","repostId":"1101211258","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074749122,"gmtCreate":1658416240966,"gmtModify":1676536155556,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Looking at&nbsp;<a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$</a>nextPersonally hoping they have another blockbuster revenue growth in next quarter&nbsp;[Miser]&nbsp;Two former IT Security behemoth in Symantec and McAfee&nbsp;has left the field, other can only come and outperform them I guess?Remember, SentinelaOne is cloud-native first","listText":"Looking at&nbsp;<a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$</a>nextPersonally hoping they have another blockbuster revenue growth in next quarter&nbsp;[Miser]&nbsp;Two former IT Security behemoth in Symantec and McAfee&nbsp;has left the field, other can only come and outperform them I guess?Remember, SentinelaOne is cloud-native first","text":"Looking at $SentinelOne, Inc(S)$nextPersonally hoping they have another blockbuster revenue growth in next quarter [Miser] Two former IT Security behemoth in Symantec and McAfee has left the field, other can only come and outperform them I guess?Remember, SentinelaOne is cloud-native first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074749122","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990166839,"gmtCreate":1660311542624,"gmtModify":1676533448762,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Whatever happens, Peter Thiel is a happy man....damn happy i would say&nbsp;[Miser]&nbsp;","listText":"Whatever happens, Peter Thiel is a happy man....damn happy i would say&nbsp;[Miser]&nbsp;","text":"Whatever happens, Peter Thiel is a happy man....damn happy i would say [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990166839","repostId":"1190571853","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902958976,"gmtCreate":1659640320699,"gmtModify":1705462918827,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Could be mini-rally in Bear market...we shall see&nbsp;[lovely]&nbsp;","listText":"Could be mini-rally in Bear market...we shall see&nbsp;[lovely]&nbsp;","text":"Could be mini-rally in Bear market...we shall see [lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902958976","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903034520,"gmtCreate":1658940493460,"gmtModify":1676536231759,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Crazy bet again from her lol","listText":"Crazy bet again from her lol","text":"Crazy bet again from her lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903034520","repostId":"2254395803","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903034655,"gmtCreate":1658940410278,"gmtModify":1676536231758,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Good job on the podcast niche&nbsp;[Miser]&nbsp;","listText":"Good job on the podcast niche&nbsp;[Miser]&nbsp;","text":"Good job on the podcast niche [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903034655","repostId":"1142878271","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077774895,"gmtCreate":1658596786517,"gmtModify":1676536180329,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"Twitter may drown further as long as the takeover saga prolongedHiring freeze....engineers in skeptical mood ... multiple firings....the list goes onCan the freshly minted CEO does something about it? Times will tell&nbsp;[Helpless]&nbsp;","listText":"Twitter may drown further as long as the takeover saga prolongedHiring freeze....engineers in skeptical mood ... multiple firings....the list goes onCan the freshly minted CEO does something about it? Times will tell&nbsp;[Helpless]&nbsp;","text":"Twitter may drown further as long as the takeover saga prolongedHiring freeze....engineers in skeptical mood ... multiple firings....the list goes onCan the freshly minted CEO does something about it? Times will tell [Helpless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077774895","repostId":"2253016904","repostType":2,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077214768,"gmtCreate":1658533722254,"gmtModify":1676536171672,"author":{"id":"4121302898886242","authorId":"4121302898886242","name":"rontol","avatar":"https://community-static.tradeup.com/news/470424ccea2343eb85c6ada08f877e9f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4121302898886242","authorIdStr":"4121302898886242"},"themes":[],"htmlText":"One may read but still needs to do DD&nbsp;[lovely]&nbsp;","listText":"One may read but still needs to do DD&nbsp;[lovely]&nbsp;","text":"One may read but still needs to do DD [lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077214768","repostId":"2253066897","repostType":4,"repost":{"id":"2253066897","pubTimestamp":1658531378,"share":"https://ttm.financial/m/news/2253066897?lang=&edition=fundamental","pubTime":"2022-07-23 07:09","market":"us","language":"en","title":"8 Reasons This Is the Start of a New Tech Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2253066897","media":"InvestorPlace","summary":"The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly ","content":"<html><head></head><body><ul><li>The next tech bull market is emerging, confirmed by a plethora of indicators.</li><li>The economy is rapidly slowing, inflation has peaked, the Fed&#39;s pivoting dovish, yields are topping out and valuations are low.</li><li>Internals are strong, bullish sentiment is on the rise, insiders are going on buying sprees, earnings are fabulous, and JPMorgan&#39;s “half-man, half-god” Marko Kolanovic thinks stocks will rally.</li></ul><p>Folks, welcome to the <b>new bull market in tech stocks.</b></p><p>I know that may sound crazy to you. After all, tech stocks have been crushed throughout the first five months of 2022. But they’ve soared as of late. And there’s a mountain of evidence suggesting why it’s not crazy to believe a new bull market is emerging. In fact, it’s our reality.</p><p>That’s especially important news because the dawn of this new tech bull market offers the <b>investment opportunity of a lifetime</b>.</p><p>Bear markets are my calling card. I tend to thrive in moments like these. The biggest calls of my career — calls that allowed investors to consistently snag 1,000%-plus returns — were made during the market selloffs of 2015-2016, 2018 and 2020.</p><p>I successfully buy dips in bear markets. It’s what I do.</p><p>This time around is no different.</p><p>Over the past month, the <b>Dow Jones</b> is up 7%. The <b>S&amp;P 500</b> is up 9%, and the <b>Nasdaq</b>’s up 12%. Meanwhile, over that same stretch, growth stocks have soared about 20%!</p><p>If this really is the dawn of a new tech bull market — which I’ll prove over the next few minutes — then it’s also the dawn of growth stocks soaring thousands of percent over the next few years.</p><p>So, let’s dig in.</p><h2>Bull Market Indicators: A Slowing Economy and Cooling Inflation</h2><p>Tech stocks have been soaring recently.</p><p>Some folks think this could be a head fake — a dead-cat bounce, as they say.</p><p>But it’s not. And to prove why, we’ve compiled 10 of the most compelling datapoints underscoring the start of a new bull market.</p><p>Those datapoints are as follows:</p><ul><li><b>The economy is rapidly slowing.</b> The economy got too hot in 2021. That’s partly why tech stocks have been crushed in 2022. When the economy gets too hot, the Federal Reserve steps in to put the brakes on expansion through rising rates. Higher rates lead to lower valuations and lower tech stock prices. But amid geopolitical chaos and higher interest rates over the past few months, the U.S. economy has rapidly slowed. Job growth has braked to its slowest pace since the pandemic emerged. It’s the same with consumer sentiment, existing home sales and pretty much every economic datapoint out there. The U.S. economy is slowing rapidly.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/cb4d81535876782478f68644eb33c0a7\" tg-width=\"1430\" tg-height=\"984\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><ul><li><b>Inflation has peaked.</b> For the first time since late 2020 — or since the economy has been going through its COVID normalization phase — U.S. inflation rates are dropping. In April, the two preferred measures of inflation, CPI and PCE, both decelerated on a year-over-year basis. With the economy quickly slowing and supply chains swiftly improving, inflation will keep falling over the next few months.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/4c9fd9741641d53850e54040bf401645\" tg-width=\"2000\" tg-height=\"1291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>A Dovish Federal Reserve and Topped-Out Yields</h2><ul><li><b>The Fed will turn dovish.</b> Thanks to a slowing economy and cooling inflation, the once super-hawkish institution will start to turn dovish. Over the past two weeks, three Fed voting members said it may be appropriate to reconsider the pace of rate hikes after July. That opens the door for a potential dovish pivot in Fed policy later in the year, which we think will happen. If it does, then that will set stocks up for huge gains through the end of the year and into 2023. Just look at the last time the central bank made a dovish pivot after a series of rate hikes.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><img src=\"https://static.tigerbbs.com/ab90d0e426e1d6dc218fc410367e817f\" tg-width=\"974\" tg-height=\"473\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><ul><li><b>Treasury yields are topping out</b>. The math strongly supports the idea that if the Fed remains within the guardrails of seven to 11 rate hikes in 2022, Treasury yields have peaked and will move lower in the second half of 2022. Recent commentary strongly implies that the Fed will remain within those guardrails. As such, we continue to believe yields will move lower going forward, providing support for multiple expansion in tech stocks.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/f724bb6e3933e4dca45cf2f1cc3f1f22\" tg-width=\"1340\" tg-height=\"810\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Tech Stock Rallies and Insider Buying Sprees</h2><ul><li><b>We’re seeing breadth indicators flashing super bullish signals across the tech sector right now. </b>This week, the number of <b>Nasdaq 100</b> stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies. Since 2008, this signal has led to positive tech stock returns over the following 60 days 100% of the time. The average return in that stretch? 15%.</li></ul><p><img src=\"https://static.tigerbbs.com/ff5c259b07a732641f8fd9bb042b4297\" tg-width=\"936\" tg-height=\"462\" width=\"100%\" height=\"auto\"/></p><p>Source: Bloomberg</p><ul><li><b>Insiders are buying the dip at a volume historically consistent with market bottoms.</b> They’re the folks who know the most about the companies in the market. Over the past two weeks, corporate insiders have gone on a huge buying spree. In fact, insider buying has spiked to two-year highs over the past two weeks. That’s bullish because these insiders have a history of calling market bottoms. Every time insider buying has spiked like it is right now, the stock market bottomed after a major selloff.</li></ul><p><img src=\"https://static.tigerbbs.com/9aa3998a4aa51a8d88ed184673e45ddb\" tg-width=\"468\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Better-Than-Expected Earnings and Bullish Indicators</h2><ul><li><b>Tech earnings have topped expectations.</b> Over the past week, <b>Tesla</b> (<b><u>TSLA</u></b>) and <b>Netflix</b> (<b><u>NFLX</u></b>) have both delivered earnings that beat what analysts anticipated, and the stocks rallied on the news. Technology is the world’s solution to inflation because exponential technologies are the most powerful deflationary tool ever created. As such, we believe increasingly more companies and consumers will turn toward tech in the coming years to beat inflation. Technology’s global societal, political and economic influence will grow exponentially. And tech stocks will soar.</li><li><b>The advancing volume indicator flashed a “buy” signal for the first time since the COVID-19 crash’s final stages in 2020. </b>When over 85% of the S&amp;P’s daily trading buying volume on two of three consecutive trading days happens within 30 days of the index’s 52-week low, you always get a rally in stocks over the next year. And indeed, over the past three trading days, two had buying volume account for more than 85% of total trading volume.</li><li><b>The bond market is also flashing its own bear-market bottom buying signal with a perfect record of predicting positive gains</b>. In bonds, high-yield spreads have collapsed over the past three weeks. They’re down about 85 basis points. Such rapid collapses in high-yield bond spreads are rare. They’re also bullish. Since 2010, high-yield bond spreads have compressed nearly this quickly on nine separate occasions. Each time, the market rose over the next six and 12 months. And the average gain over the subsequent 12 months was more than 20%.</li></ul><h2>The Final Word on Tech’s New Bull Market</h2><p>Tech stocks have been on a tear this past month.</p><p>Some are calling the resurgence a head fake.</p><p><b>It’s not. </b></p><p>Depressed valuations suggest that’s just not the case. And so do strong earnings, heavy insider buying, cooling inflation and heavy volume on the rallies.</p><p>Indeed, there’s a mountain of evidence to suggest that <b>this resurgence is not a head fake</b>.</p><p>It’s the real deal.</p><p>And if it is, that means <b>it’s time to prepare your portfolio for a massive turnaround.</b></p><p>We believe tech stocks will lead a massive market rebound in the second half of 2022 into 2023. And starting today and lasting for a decade-plus, they’ll lead a <b>new bull market</b>.</p><p>One such stock is a <b>tiny $3 biotech company</b> with tons of promise.</p><p>This is a stock that’s rewriting the rules of biology. It has so much upside potential that its recent rallies will just be a blip in five years, when this stock is up around $100.</p><p><b>Clearly, this is a stock that you need hear about today.</b></p></body></html>","source":"investorplace","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>8 Reasons This Is the Start of a New Tech Bull Market</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\">\n8 Reasons This Is the Start of a New Tech Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly slowing, inflation has peaked, the Fed's pivoting dovish, yields are topping out and valuations are ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4570":"地缘局势概念股","BK4017":"黄金","NGD":"New Gold"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/07/10-reasons-this-is-the-start-of-a-new-tech-bull-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253066897","content_text":"The next tech bull market is emerging, confirmed by a plethora of indicators.The economy is rapidly slowing, inflation has peaked, the Fed's pivoting dovish, yields are topping out and valuations are low.Internals are strong, bullish sentiment is on the rise, insiders are going on buying sprees, earnings are fabulous, and JPMorgan's “half-man, half-god” Marko Kolanovic thinks stocks will rally.Folks, welcome to the new bull market in tech stocks.I know that may sound crazy to you. After all, tech stocks have been crushed throughout the first five months of 2022. But they’ve soared as of late. And there’s a mountain of evidence suggesting why it’s not crazy to believe a new bull market is emerging. In fact, it’s our reality.That’s especially important news because the dawn of this new tech bull market offers the investment opportunity of a lifetime.Bear markets are my calling card. I tend to thrive in moments like these. The biggest calls of my career — calls that allowed investors to consistently snag 1,000%-plus returns — were made during the market selloffs of 2015-2016, 2018 and 2020.I successfully buy dips in bear markets. It’s what I do.This time around is no different.Over the past month, the Dow Jones is up 7%. The S&P 500 is up 9%, and the Nasdaq’s up 12%. Meanwhile, over that same stretch, growth stocks have soared about 20%!If this really is the dawn of a new tech bull market — which I’ll prove over the next few minutes — then it’s also the dawn of growth stocks soaring thousands of percent over the next few years.So, let’s dig in.Bull Market Indicators: A Slowing Economy and Cooling InflationTech stocks have been soaring recently.Some folks think this could be a head fake — a dead-cat bounce, as they say.But it’s not. And to prove why, we’ve compiled 10 of the most compelling datapoints underscoring the start of a new bull market.Those datapoints are as follows:The economy is rapidly slowing. The economy got too hot in 2021. That’s partly why tech stocks have been crushed in 2022. When the economy gets too hot, the Federal Reserve steps in to put the brakes on expansion through rising rates. Higher rates lead to lower valuations and lower tech stock prices. But amid geopolitical chaos and higher interest rates over the past few months, the U.S. economy has rapidly slowed. Job growth has braked to its slowest pace since the pandemic emerged. It’s the same with consumer sentiment, existing home sales and pretty much every economic datapoint out there. The U.S. economy is slowing rapidly.Inflation has peaked. For the first time since late 2020 — or since the economy has been going through its COVID normalization phase — U.S. inflation rates are dropping. In April, the two preferred measures of inflation, CPI and PCE, both decelerated on a year-over-year basis. With the economy quickly slowing and supply chains swiftly improving, inflation will keep falling over the next few months.A Dovish Federal Reserve and Topped-Out YieldsThe Fed will turn dovish. Thanks to a slowing economy and cooling inflation, the once super-hawkish institution will start to turn dovish. Over the past two weeks, three Fed voting members said it may be appropriate to reconsider the pace of rate hikes after July. That opens the door for a potential dovish pivot in Fed policy later in the year, which we think will happen. If it does, then that will set stocks up for huge gains through the end of the year and into 2023. Just look at the last time the central bank made a dovish pivot after a series of rate hikes.Treasury yields are topping out. The math strongly supports the idea that if the Fed remains within the guardrails of seven to 11 rate hikes in 2022, Treasury yields have peaked and will move lower in the second half of 2022. Recent commentary strongly implies that the Fed will remain within those guardrails. As such, we continue to believe yields will move lower going forward, providing support for multiple expansion in tech stocks.Tech Stock Rallies and Insider Buying SpreesWe’re seeing breadth indicators flashing super bullish signals across the tech sector right now. This week, the number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies. Since 2008, this signal has led to positive tech stock returns over the following 60 days 100% of the time. The average return in that stretch? 15%.Source: BloombergInsiders are buying the dip at a volume historically consistent with market bottoms. They’re the folks who know the most about the companies in the market. Over the past two weeks, corporate insiders have gone on a huge buying spree. In fact, insider buying has spiked to two-year highs over the past two weeks. That’s bullish because these insiders have a history of calling market bottoms. Every time insider buying has spiked like it is right now, the stock market bottomed after a major selloff.Better-Than-Expected Earnings and Bullish IndicatorsTech earnings have topped expectations. Over the past week, Tesla (TSLA) and Netflix (NFLX) have both delivered earnings that beat what analysts anticipated, and the stocks rallied on the news. Technology is the world’s solution to inflation because exponential technologies are the most powerful deflationary tool ever created. As such, we believe increasingly more companies and consumers will turn toward tech in the coming years to beat inflation. Technology’s global societal, political and economic influence will grow exponentially. And tech stocks will soar.The advancing volume indicator flashed a “buy” signal for the first time since the COVID-19 crash’s final stages in 2020. When over 85% of the S&P’s daily trading buying volume on two of three consecutive trading days happens within 30 days of the index’s 52-week low, you always get a rally in stocks over the next year. And indeed, over the past three trading days, two had buying volume account for more than 85% of total trading volume.The bond market is also flashing its own bear-market bottom buying signal with a perfect record of predicting positive gains. In bonds, high-yield spreads have collapsed over the past three weeks. They’re down about 85 basis points. Such rapid collapses in high-yield bond spreads are rare. They’re also bullish. Since 2010, high-yield bond spreads have compressed nearly this quickly on nine separate occasions. Each time, the market rose over the next six and 12 months. And the average gain over the subsequent 12 months was more than 20%.The Final Word on Tech’s New Bull MarketTech stocks have been on a tear this past month.Some are calling the resurgence a head fake.It’s not. Depressed valuations suggest that’s just not the case. And so do strong earnings, heavy insider buying, cooling inflation and heavy volume on the rallies.Indeed, there’s a mountain of evidence to suggest that this resurgence is not a head fake.It’s the real deal.And if it is, that means it’s time to prepare your portfolio for a massive turnaround.We believe tech stocks will lead a massive market rebound in the second half of 2022 into 2023. And starting today and lasting for a decade-plus, they’ll lead a new bull market.One such stock is a tiny $3 biotech company with tons of promise.This is a stock that’s rewriting the rules of biology. It has so much upside potential that its recent rallies will just be a blip in five years, when this stock is up around $100.Clearly, this is a stock that you need hear about today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}