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Weylin

Weylin

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2023-01-12

come on TSMC!

Sorry, the original content has been removed

2023-01-08

nice

@KYHBKO:Market Outlook (S&P500) for the week starting 09Jan2023

2023-01-06

thanks for the update

Sorry, the original content has been removed

2023-01-06

crypto winter

Sorry, the original content has been removed

2023-01-06

still hoping for good news for the market!

US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening

2022-12-30

interesting

5 Electric Vehicle Stocks with the Strongest Growth Potential

2022-12-30

thankfully...but only temporary respite i think

Nasdaq Back From Brink of Worst December Ever as Fed Angst Dims

2022-12-30

interesting

Berkshire Hathaway: The Apple Risk

2022-12-30

maybe time to buy in

Sorry, the original content has been removed

2022-12-30

need to be mindful...

Retail Investors Took a Beating in 2022. Will It Continue in 2023?

2022-12-29

good pts to consider

Tesla: A Generational Buying Opportunity

2022-12-28

some truth to this

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2022-12-26

might be time to buy in...

Tesla Shares Head for Worst Year Ever as Elon Musk Focuses on Twitter

2022-12-25

interesting

Undeterred By Tesla's Woes, Cathie Wood Loaded Up $10.6M In EV Stock This Week

2022-12-24

looks exciting!

Sorry, the original content has been removed

2022-12-23

good read

Why Palantir, Snowflake, and Datadog Plunged on Thursday

2022-12-12

wow

Tycoon Richard Li Said to Weigh $200 Million Investment in FWD

2022-12-12

interesting

Microsoft, Visa, Lam Research and 13 Oher Stocks That Can Survive a Triple Whammy

2022-12-12

amazon!

Better Buy: Microsoft vs. Amazon

2022-10-11

hhmm...not sure when i will be on another cruise.

Norwegian Drops Drink Package Edge it Held Over Royal Caribbean, Carnival

Go to Tiger App to see more news

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on TSMC!&nbsp;","listText":"come on TSMC!&nbsp;","text":"come on TSMC!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951278663","repostId":"1158159517","repostType":4,"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953110837,"gmtCreate":1673186874630,"gmtModify":1676538796423,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953110837","repostId":"9953135912","repostType":1,"repost":{"id":9953135912,"gmtCreate":1673186099737,"gmtModify":1676538796315,"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"themes":[],"title":"Market Outlook (S&P500) for the week starting 09Jan2023","htmlText":"Market Outlook (S&amp;P500) Legend: MA - Moving Average, EMA - Exponential Moving Average 1D Chart of S&amp;P500 as of 08Jan2023 (1 year) Technical Analysis (1D S&amp;P500): The stochastic indicator shows an uptrend. The MACD indicator looks to have a crossover soon, meaning that it looks to reverse from the current downtrend soon. Let us monitor this for the coming days. The candles are under MA50 &amp; MA200 lines. This implies that the current is still bearish for both the mid &amp; long-term. The MA50 line is on an uptrend (for the mid-term) and the MA200 line is on a downtrend (for the long-term). The EMA lines are turning sideways and remain spread out. They should be converging if the current trend continues. When the EMA lines converge, this will complete the cycle of reversal. Fro","listText":"Market Outlook (S&amp;P500) Legend: MA - Moving Average, EMA - Exponential Moving Average 1D Chart of S&amp;P500 as of 08Jan2023 (1 year) Technical Analysis (1D S&amp;P500): The stochastic indicator shows an uptrend. The MACD indicator looks to have a crossover soon, meaning that it looks to reverse from the current downtrend soon. Let us monitor this for the coming days. The candles are under MA50 &amp; MA200 lines. This implies that the current is still bearish for both the mid &amp; long-term. The MA50 line is on an uptrend (for the mid-term) and the MA200 line is on a downtrend (for the long-term). The EMA lines are turning sideways and remain spread out. They should be converging if the current trend continues. When the EMA lines converge, this will complete the cycle of reversal. Fro","text":"Market Outlook (S&P500) Legend: MA - Moving Average, EMA - Exponential Moving Average 1D Chart of S&P500 as of 08Jan2023 (1 year) Technical Analysis (1D S&P500): The stochastic indicator shows an uptrend. The MACD indicator looks to have a crossover soon, meaning that it looks to reverse from the current downtrend soon. Let us monitor this for the coming days. The candles are under MA50 & MA200 lines. This implies that the current is still bearish for both the mid & long-term. The MA50 line is on an uptrend (for the mid-term) and the MA200 line is on a downtrend (for the long-term). The EMA lines are turning sideways and remain spread out. They should be converging if the current trend continues. When the EMA lines converge, this will complete the cycle of reversal. Fro","images":[{"img":"https://community-static.tradeup.com/news/d2a0a9d162f8d43016b03826df733e0a","width":"631","height":"330"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953135912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959299212,"gmtCreate":1672986148736,"gmtModify":1676538766666,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"thanks for the update","listText":"thanks for the update","text":"thanks for the update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959299212","repostId":"9959674071","repostType":1,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959696428,"gmtCreate":1672966691465,"gmtModify":1676538764008,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"crypto winter","listText":"crypto winter","text":"crypto winter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959696428","repostId":"2301326688","repostType":4,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959696667,"gmtCreate":1672966655459,"gmtModify":1676538764000,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"still hoping for good news for the market!&nbsp;","listText":"still hoping for good news for the market!&nbsp;","text":"still hoping for good news for the market!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959696667","repostId":"2301916295","repostType":4,"repost":{"id":"2301916295","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1672957833,"share":"https://ttm.financial/m/news/2301916295?lang=&edition=fundamental","pubTime":"2023-01-06 06:30","market":"us","language":"en","title":"US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening","url":"https://stock-news.laohu8.com/highlight/detail?id=2301916295","media":"Reuters","summary":"(Reuters) - Wall Street's main indexes lost more than 1% on Thursday, with Nasdaq leading the declin","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.</p><p>Thursday&#39;s ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.</p><p>On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.</p><p>&#34;It&#39;s very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.</p><p>&#34;As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,&#34; said that strategist who expects investors to be keenly focused on wage inflation in Friday&#39;s jobs report.</p><p>The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&amp;P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.</p><p>The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.</p><p>While Saglimbene noted that Bullard&#39;s comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.</p><p>Among the S&amp;P&#39;s 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday&#39;s sector losses with a 2.9% drop, with utilities came next, falling 2.2%.</p><p>The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.</p><p>On Wednesday, Wall Street&#39;s main indexes had erased some of their gains after minutes from the Fed&#39;s December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.</p><p>Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank&#39;s priority was to curb inflation through policy tightening.</p><p>Traders see rates peaking at slightly above 5% in June.</p><p>The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.</p><p>Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.</p><p>Shares in Bed Bath &amp; Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.</p><p>On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.</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>US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening</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\">\nUS STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-06 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.</p><p>Thursday&#39;s ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.</p><p>On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.</p><p>&#34;It&#39;s very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.</p><p>&#34;As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,&#34; said that strategist who expects investors to be keenly focused on wage inflation in Friday&#39;s jobs report.</p><p>The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&amp;P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.</p><p>The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.</p><p>While Saglimbene noted that Bullard&#39;s comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.</p><p>Among the S&amp;P&#39;s 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday&#39;s sector losses with a 2.9% drop, with utilities came next, falling 2.2%.</p><p>The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.</p><p>On Wednesday, Wall Street&#39;s main indexes had erased some of their gains after minutes from the Fed&#39;s December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.</p><p>Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank&#39;s priority was to curb inflation through policy tightening.</p><p>Traders see rates peaking at slightly above 5% in June.</p><p>The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.</p><p>Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.</p><p>Shares in Bed Bath &amp; Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.</p><p>On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4082":"医疗保健设备","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD",".DJI":"道琼斯","BK4527":"明星科技股","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4559":"巴菲特持仓","BK4579":"人工智能",".IXIC":"NASDAQ Composite","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC",".SPX":"S&P 500 Index","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4122":"互联网与直销零售","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4561":"索罗斯持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4196":"保健护理服务","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4128":"药品零售","BK4007":"制药","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4535":"淡马锡持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301916295","content_text":"(Reuters) - Wall Street's main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.Thursday's ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.\"It's very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,\" said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.\"As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,\" said that strategist who expects investors to be keenly focused on wage inflation in Friday's jobs report.The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.While Saglimbene noted that Bullard's comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.Among the S&P's 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday's sector losses with a 2.9% drop, with utilities came next, falling 2.2%.The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.On Wednesday, Wall Street's main indexes had erased some of their gains after minutes from the Fed's December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank's priority was to curb inflation through policy tightening.Traders see rates peaking at slightly above 5% in June.The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.Walgreens Boots Alliance Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.Shares in Bed Bath & Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.The S&P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927946599,"gmtCreate":1672380416412,"gmtModify":1676538682250,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927946599","repostId":"2295993916","repostType":4,"repost":{"id":"2295993916","kind":"highlight","pubTimestamp":1672369325,"share":"https://ttm.financial/m/news/2295993916?lang=&edition=fundamental","pubTime":"2022-12-30 11:02","market":"us","language":"en","title":"5 Electric Vehicle Stocks with the Strongest Growth Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2295993916","media":"InvestorPlace","summary":"Here are five of the top electric vehicle stocks to own heading into 2023.Albemarle (ALB): It is ove","content":"<html><head></head><body><ul><li>Here are five of the top electric vehicle stocks to own heading into 2023.</li><li><b>Albemarle </b>(<b>ALB</b>): It is oversold with big potential in a tight lithium market.</li><li><b>Krane Shares EVs and Future Mobility </b>(<b>KARS</b>): This ETF offers a smart way to diversify at low cost.</li><li><b>Freeport McMoRan </b>(<b>FCX</b>): FCX provides a solid way to trade the recovery in copper prices.</li><li><b>ChargePoint </b>(<b>CHPT</b>): We can’t have millions of EVs on the roads with no place to charge them.</li><li><b>Fidelity EVs and Future Transportation ETF </b>(<b>FDRV</b>): It is another smart ETF to diversify at low cost.</li></ul><p><img src=\"https://static.tigerbbs.com/658f42dd0f052642a38c70837d1ff164\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: shutterstock.com/DigitalPen</p><p>Electric vehicle stocks had a rough ride in 2022, all thanks to shortages of essential supplies, sky-high inflation, rising interest rates and issues over the pandemic. However, don’t count them out just yet. Global leaders are demanding millions of EVs on the roads in an effort to reduce emissions. The U.S. wants to reduce emissions by 52%. Europe is targeting 55%. China even says it will stop releasing carbon dioxide in the next 40 years.</p><p>The International Energy Agency says we could see up to 135 million electric vehicles on the roads in the next decade. Analysts at Ernst &amp; Young say EVs could outpace combustion engines globally over the same period. Bloomberg NEF says that, by 2030, more than half of passenger cars sold in the United States will be electric, driven in part by incentives put in place by the Inflation Reduction Act.</p><p>That being said, I’d start buying beaten-down electric vehicle stocks, and related stocks, for longer-term growth.</p><table border=\"1\"><tbody><tr><td><b>ALB</b></td><td>Albemarle</td><td>$213.97</td></tr><tr><td><b>KARS</b></td><td>KraneShares Electric Vehicles and Future Mobility</td><td>$27.56</td></tr><tr><td><b>FCX</b></td><td>Freeport McMoRan</td><td>$37.74</td></tr><tr><td><b>CHPT</b></td><td>ChargePoint</td><td>$8.30</td></tr><tr><td><b>FDRV</b></td><td>Fidelity EVs and Future Transportation ETF</td><td>$14.77</td></tr></tbody></table><h2><b>Albemarle (ALB)</b></h2><p><img src=\"https://static.tigerbbs.com/ada32e144b0fdf133c4db0d07c15bc89\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: tunasalmon / Shutterstock</p><p><b>Albemarle</b> (NYSE:<b>ALB</b>) is one of the top electric vehicle stocks to own heading into 2023. Not only is it ridiculously oversold, but it’s also one of the top ways to trade the lithium story.</p><p>As the world continues to deal with a tight supply-demand issue with lithium, ALB is well-positioned to capitalize. For one, the company drew about 60% of its sales from lithium in the third quarter. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>, company revenues are surging along with lithium prices, which soared about 100% year-over-year.</p><p>We also have to remember the lithium story isn’t cooling off — at least not anytime soon. For an idea of just how tight the lithium situation is, Forbes.com contributor Tristan Bove says, “At current extraction rates, carmakers will need more mining to hit industry forecasts of as many as 300 million electric vehicles on the road worldwide by 2030, as will countries to meet their commitments to achieve net-zero carbon emissions.”</p><h2><b>Krane Shares Electric Vehicles and Future Mobility (KARS)</b></h2><p><img src=\"https://static.tigerbbs.com/d10b244f7c2c0ca7c6ce0d30517da444\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: shutterstock.com/Nixx Photography</p><p>It’s never a good idea to put all your eggs in one basket. Instead, you want to diversity for safety, with an exchange-traded fund such as the <b>Krane Shares Electric Vehicles and Future Mobility </b>(NYSEARCA:<b>KARS</b>). With this fund, all your eggs are in different baskets: electric vehicles, autonomous driving, lithium and copper production, hydrogen fuel and semiconductors. In fact, you’re safer diversifying with an ETF like KARS, than putting all your money in a single stock like <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>).</p><p>With an expense ratio of 0.70%, some of the KARS ETF top holdings include <b>Samsung </b>(OTCMKTS:<b><u>SSNLF</u></b>), <b>Panasonic Holdings </b>(OTCMKTS:<b>PCRFY</b>), <b>Aptiv</b> (NYSE:<b>APTV</b>), <b>Li Auto</b> (NASDAQ:<b>LI</b>), <b>BYD Co.</b> (OTCMKTS:<b>BYDDY</b>) and dozens more. Also, while the KARS ETF is down about 46% from its 2021 highs, give it time. As the EV story improves, I’d like to see the ETF again challenge its former high of $54.43.</p><h2><b>Freeport McMoRan (FCX)</b></h2><p><img src=\"https://static.tigerbbs.com/fc75323ce7175a8de04edfd34a95fe5a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Coldmoon Photoproject/Shutterstock.com</p><p>Another key component of the electric vehicle story is copper. That’s because EVs use about two and a half times more copper than your combustion engine cars, which could help pull <b>Freeport McMoRan </b>(NYSE:<b>FCX</b>) well off recent lows.</p><p>In fact, “Between today and 2035, achieving the net-zero emissions by 2050 goals will translate into a rapid ramp-up of copper demand, increasing by more than 82 percent between 2021 and 2035,” according to S&amp;P Global analysts, as quoted by InvestingNews.com. “This ramp-up is largely driven by the required transition to clean vehicles and electrification of the economy.”</p><p>Helping, <b>ConocoPhillips</b> (NYSE:<b>COP</b>) CEO and FCX Director, Ryan Lance, just bought $988,300 worth of FCX stock at an average price of $31.88 each. Better, FCX just declared a cash dividend of $0.15 per share on FCX’s common stock, payable on Feb. 1, 2023, to shareholders of record as of Jan. 13, 2023. From a current price of $37.74, I’d like to see the FCX stock rally back to $50, especially as copper prices recover.</p><h2><b>ChargePoint (CHPT)</b></h2><p><img src=\"https://static.tigerbbs.com/d5a0546d1b0c05feb443746b3efb8c5c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Blue Planet Studio / Shutterstock</p><p>With the electric vehicle boom set to accelerate, we’ll need a good deal of charging stations, which is great news for companies like <b>ChargePoint</b> (NYSE:<b>CHPT</b>). After all, we can’t have millions of EVs on the roads, and not have anywhere to charge them.</p><p>“With the total cumulative investment in EV charging infrastructure in the United States and Europe expected to be $60 billion by 2030 and $192 billion by 2040, ChargePoint’s established business model, comprehensive portfolio for nearly every charging scenario today, recurring revenue and growing customer base demonstrate it is well positioned to continue to lead as the electric mobility revolution accelerates,” says the company.</p><p>Helping, the Biden Administration is committed to building a national network of 500,000 EV charging stations by 2030.</p><p>Earnings have been solid, too. Third-quarter revenue, for example, was up 93% to $125.3 million YoY. Networked charging systems revenue for the third quarter was $97.6 million, up 105% from $47.5 million YoY. Also, subscription revenue was $21.7 million, up 62% from $13.4 million YoY. For Q4 2022, CHPT expects revenue to fall in the range of $160 million to $170 million, which would be 108% above year-ago numbers.</p><h2><b><a href=\"https://laohu8.com/S/FDRV\">Fidelity Electric Vehicles and Future Transportation ETF</a> (FDRV)</b></h2><p><img src=\"https://static.tigerbbs.com/343e8e63f6752c5ec3bc8c738d5e30c8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Virrage Images / Shutterstock.com</p><p>Another hot EV ETF to consider is the <b>Fidelity Electric Vehicles and Future Transportation ETF </b>(BATS:<b>FDRV</b>). At $14.77, with an expense ratio of 0.39%, the ETF offers exposure to companies involved in the production of electric and/or autonomous vehicles, components and technology, and other companies that are working to change the future of transportation. Some of its top holdings include <b>Nio</b> (NYSE:<b>NIO</b>), Tesla, <b>Qualcomm </b>(NASDAQ:<b>QCOM</b>), <b>Nvidia </b>(NASDAQ:<b>NVDA</b>), <b>Intel </b>(NASDAQ:<b>INTC</b>), Aptiv and <b>Garmin </b>(NYSE:<b>GRMN</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>5 Electric Vehicle Stocks with the Strongest Growth Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Electric Vehicle Stocks with the Strongest Growth Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/12/5-electric-vehicle-stocks-with-the-strongest-growth-potential/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are five of the top electric vehicle stocks to own heading into 2023.Albemarle (ALB): It is oversold with big potential in a tight lithium market.Krane Shares EVs and Future Mobility (KARS): This...</p>\n\n<a href=\"https://investorplace.com/2022/12/5-electric-vehicle-stocks-with-the-strongest-growth-potential/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","CHPT":"ChargePoint Holdings Inc.","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","KARS":"KraneShares Electric Vehicles and Future Mobility Index ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4096":"电气部件与设备","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4563":"昨日强势股","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4529":"IDC概念","BK4213":"石油与天然气的勘探与生产","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4534":"瑞士信贷持仓","BK4575":"芯片概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","FCX":"麦克莫兰铜金","BK4545":"锂电池","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","ALB":"美国雅保","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4542":"充电桩","BK4503":"景林资产持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD"},"source_url":"https://investorplace.com/2022/12/5-electric-vehicle-stocks-with-the-strongest-growth-potential/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295993916","content_text":"Here are five of the top electric vehicle stocks to own heading into 2023.Albemarle (ALB): It is oversold with big potential in a tight lithium market.Krane Shares EVs and Future Mobility (KARS): This ETF offers a smart way to diversify at low cost.Freeport McMoRan (FCX): FCX provides a solid way to trade the recovery in copper prices.ChargePoint (CHPT): We can’t have millions of EVs on the roads with no place to charge them.Fidelity EVs and Future Transportation ETF (FDRV): It is another smart ETF to diversify at low cost.Source: shutterstock.com/DigitalPenElectric vehicle stocks had a rough ride in 2022, all thanks to shortages of essential supplies, sky-high inflation, rising interest rates and issues over the pandemic. However, don’t count them out just yet. Global leaders are demanding millions of EVs on the roads in an effort to reduce emissions. The U.S. wants to reduce emissions by 52%. Europe is targeting 55%. China even says it will stop releasing carbon dioxide in the next 40 years.The International Energy Agency says we could see up to 135 million electric vehicles on the roads in the next decade. Analysts at Ernst & Young say EVs could outpace combustion engines globally over the same period. Bloomberg NEF says that, by 2030, more than half of passenger cars sold in the United States will be electric, driven in part by incentives put in place by the Inflation Reduction Act.That being said, I’d start buying beaten-down electric vehicle stocks, and related stocks, for longer-term growth.ALBAlbemarle$213.97KARSKraneShares Electric Vehicles and Future Mobility$27.56FCXFreeport McMoRan$37.74CHPTChargePoint$8.30FDRVFidelity EVs and Future Transportation ETF$14.77Albemarle (ALB)Source: tunasalmon / ShutterstockAlbemarle (NYSE:ALB) is one of the top electric vehicle stocks to own heading into 2023. Not only is it ridiculously oversold, but it’s also one of the top ways to trade the lithium story.As the world continues to deal with a tight supply-demand issue with lithium, ALB is well-positioned to capitalize. For one, the company drew about 60% of its sales from lithium in the third quarter. Two, company revenues are surging along with lithium prices, which soared about 100% year-over-year.We also have to remember the lithium story isn’t cooling off — at least not anytime soon. For an idea of just how tight the lithium situation is, Forbes.com contributor Tristan Bove says, “At current extraction rates, carmakers will need more mining to hit industry forecasts of as many as 300 million electric vehicles on the road worldwide by 2030, as will countries to meet their commitments to achieve net-zero carbon emissions.”Krane Shares Electric Vehicles and Future Mobility (KARS)Source: shutterstock.com/Nixx PhotographyIt’s never a good idea to put all your eggs in one basket. Instead, you want to diversity for safety, with an exchange-traded fund such as the Krane Shares Electric Vehicles and Future Mobility (NYSEARCA:KARS). With this fund, all your eggs are in different baskets: electric vehicles, autonomous driving, lithium and copper production, hydrogen fuel and semiconductors. In fact, you’re safer diversifying with an ETF like KARS, than putting all your money in a single stock like Tesla (NASDAQ:TSLA).With an expense ratio of 0.70%, some of the KARS ETF top holdings include Samsung (OTCMKTS:SSNLF), Panasonic Holdings (OTCMKTS:PCRFY), Aptiv (NYSE:APTV), Li Auto (NASDAQ:LI), BYD Co. (OTCMKTS:BYDDY) and dozens more. Also, while the KARS ETF is down about 46% from its 2021 highs, give it time. As the EV story improves, I’d like to see the ETF again challenge its former high of $54.43.Freeport McMoRan (FCX)Source: Coldmoon Photoproject/Shutterstock.comAnother key component of the electric vehicle story is copper. That’s because EVs use about two and a half times more copper than your combustion engine cars, which could help pull Freeport McMoRan (NYSE:FCX) well off recent lows.In fact, “Between today and 2035, achieving the net-zero emissions by 2050 goals will translate into a rapid ramp-up of copper demand, increasing by more than 82 percent between 2021 and 2035,” according to S&P Global analysts, as quoted by InvestingNews.com. “This ramp-up is largely driven by the required transition to clean vehicles and electrification of the economy.”Helping, ConocoPhillips (NYSE:COP) CEO and FCX Director, Ryan Lance, just bought $988,300 worth of FCX stock at an average price of $31.88 each. Better, FCX just declared a cash dividend of $0.15 per share on FCX’s common stock, payable on Feb. 1, 2023, to shareholders of record as of Jan. 13, 2023. From a current price of $37.74, I’d like to see the FCX stock rally back to $50, especially as copper prices recover.ChargePoint (CHPT)Source: Blue Planet Studio / ShutterstockWith the electric vehicle boom set to accelerate, we’ll need a good deal of charging stations, which is great news for companies like ChargePoint (NYSE:CHPT). After all, we can’t have millions of EVs on the roads, and not have anywhere to charge them.“With the total cumulative investment in EV charging infrastructure in the United States and Europe expected to be $60 billion by 2030 and $192 billion by 2040, ChargePoint’s established business model, comprehensive portfolio for nearly every charging scenario today, recurring revenue and growing customer base demonstrate it is well positioned to continue to lead as the electric mobility revolution accelerates,” says the company.Helping, the Biden Administration is committed to building a national network of 500,000 EV charging stations by 2030.Earnings have been solid, too. Third-quarter revenue, for example, was up 93% to $125.3 million YoY. Networked charging systems revenue for the third quarter was $97.6 million, up 105% from $47.5 million YoY. Also, subscription revenue was $21.7 million, up 62% from $13.4 million YoY. For Q4 2022, CHPT expects revenue to fall in the range of $160 million to $170 million, which would be 108% above year-ago numbers.Fidelity Electric Vehicles and Future Transportation ETF (FDRV)Source: Virrage Images / Shutterstock.comAnother hot EV ETF to consider is the Fidelity Electric Vehicles and Future Transportation ETF (BATS:FDRV). At $14.77, with an expense ratio of 0.39%, the ETF offers exposure to companies involved in the production of electric and/or autonomous vehicles, components and technology, and other companies that are working to change the future of transportation. Some of its top holdings include Nio (NYSE:NIO), Tesla, Qualcomm (NASDAQ:QCOM), Nvidia (NASDAQ:NVDA), Intel (NASDAQ:INTC), Aptiv and Garmin (NYSE:GRMN).","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927946875,"gmtCreate":1672380393897,"gmtModify":1676538682242,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"thankfully...but only temporary respite i think","listText":"thankfully...but only temporary respite i think","text":"thankfully...but only temporary respite i think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927946875","repostId":"2295945223","repostType":4,"repost":{"id":"2295945223","kind":"highlight","pubTimestamp":1672371600,"share":"https://ttm.financial/m/news/2295945223?lang=&edition=fundamental","pubTime":"2022-12-30 11:40","market":"us","language":"en","title":"Nasdaq Back From Brink of Worst December Ever as Fed Angst Dims","url":"https://stock-news.laohu8.com/highlight/detail?id=2295945223","media":"Bloomberg","summary":"Tech gauge now poised for its worst December since 2018Falling Treasury yields, unemployment claims ","content":"<html><head></head><body><ul><li>Tech gauge now poised for its worst December since 2018</li><li>Falling Treasury yields, unemployment claims data fuel rebound</li></ul><p>It’s been a brutal year for technology stocks, but there’s a glimmer of hope. The group is now on track to avoid its worst December ever.</p><p>The Nasdaq Composite Index rallied 2.6% on Thursday, recovering from a selloff that pushed the index down 11% for the month. As of Wednesday’s close, the index was heading for its worst December since its inception in 1971.</p><p>“It seems more of a short-term breather,” Matt Maley, chief market strategist at Miller Tabak + Co., said by phone. “Stocks from Tesla to Microsoft to Apple are quite oversold on a technical basis. My biggest concern is that yields are likely to stay elevated and the Fed isn’t done raising rates, and the group may decline even further.”</p><p><img src=\"https://static.tigerbbs.com/d9b4c0e9dd3d8d7ffdda0bc4ed6b2807\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Economic data released Thursday morning showed that applications for unemployment benefits rose slightly last week. The results allayed fears of a supercharged jobs market that would support the case for a more aggressive Federal Reserve. A decline in 10-year Treasury yields for the first time in five sessions also eased some pressure on the rate-sensitive group.</p><p>The rebound is a welcome development for tech bulls — the Nasdaq Composite has lost a third of its value this year as the Fed raised rates at the fastest pace in a generation. However, it provides little relief. The index, down 8.6% so far this month, is still headed for its worst December since the 2018 rout.</p><p>And the Nasdaq Composite remains among the biggest laggards of 2022, with 15% of the gauge’s constituents down at least 80% this year.</p><p>Of course, with one trading day left in 2022 the group may regress. If the Nasdaq Composite Index falls 1.2% on Friday, that would push the index to its worst December in history.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Back From Brink of Worst December Ever as Fed Angst Dims</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\">\nNasdaq Back From Brink of Worst December Ever as Fed Angst Dims\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-29/nasdaq-back-from-brink-of-worst-december-ever-as-fed-angst-dims><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech gauge now poised for its worst December since 2018Falling Treasury yields, unemployment claims data fuel reboundIt’s been a brutal year for technology stocks, but there’s a glimmer of hope. The ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-29/nasdaq-back-from-brink-of-worst-december-ever-as-fed-angst-dims\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","BK4079":"房地产服务","QQQ":"纳指100ETF","BK4539":"次新股","NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-29/nasdaq-back-from-brink-of-worst-december-ever-as-fed-angst-dims","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295945223","content_text":"Tech gauge now poised for its worst December since 2018Falling Treasury yields, unemployment claims data fuel reboundIt’s been a brutal year for technology stocks, but there’s a glimmer of hope. The group is now on track to avoid its worst December ever.The Nasdaq Composite Index rallied 2.6% on Thursday, recovering from a selloff that pushed the index down 11% for the month. As of Wednesday’s close, the index was heading for its worst December since its inception in 1971.“It seems more of a short-term breather,” Matt Maley, chief market strategist at Miller Tabak + Co., said by phone. “Stocks from Tesla to Microsoft to Apple are quite oversold on a technical basis. My biggest concern is that yields are likely to stay elevated and the Fed isn’t done raising rates, and the group may decline even further.”Economic data released Thursday morning showed that applications for unemployment benefits rose slightly last week. The results allayed fears of a supercharged jobs market that would support the case for a more aggressive Federal Reserve. A decline in 10-year Treasury yields for the first time in five sessions also eased some pressure on the rate-sensitive group.The rebound is a welcome development for tech bulls — the Nasdaq Composite has lost a third of its value this year as the Fed raised rates at the fastest pace in a generation. However, it provides little relief. The index, down 8.6% so far this month, is still headed for its worst December since the 2018 rout.And the Nasdaq Composite remains among the biggest laggards of 2022, with 15% of the gauge’s constituents down at least 80% this year.Of course, with one trading day left in 2022 the group may regress. If the Nasdaq Composite Index falls 1.2% on Friday, that would push the index to its worst December in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927948730,"gmtCreate":1672380371020,"gmtModify":1676538682226,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927948730","repostId":"1143531577","repostType":4,"repost":{"id":"1143531577","kind":"news","pubTimestamp":1672378998,"share":"https://ttm.financial/m/news/1143531577?lang=&edition=fundamental","pubTime":"2022-12-30 13:43","market":"us","language":"en","title":"Berkshire Hathaway: The Apple Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=1143531577","media":"Seeking Alpha","summary":"SummaryBerkshire Hathaway is a financial fortress, but BRK.B still comes with risk. One of those is ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Berkshire Hathaway is a financial fortress, but BRK.B still comes with risk. One of those is what I like to call, &#34;The Apple Risk.&#34;</li><li>I&#39;ll explain why I sold my BRK.B shares, taking a deep dive into Berkshire&#39;s stock portfolio.</li><li>Berkshire trades at 16x my estimate of normalized earnings. In the decade ahead, I&#39;m estimating returns of 7% per annum.</li></ul><p><img src=\"https://static.tigerbbs.com/721470e4eb41b5f55839fdebde304370\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Intro</h2><p>Buffett&#39;s often said Berkshire won&#39;t be one of the best performing stocks in the market, nor will it be one of the worst. I&#39;d generally agree with this statement, and maintain a &#34;hold&#34; rating on BRK.B. We&#39;ll dig into Berkshire&#39;s normalized earnings and expected returns, aswell as &#34;The Apple Risk.&#34; In the decade ahead, I estimate returns of 7% per annum for Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A).</p><h2>Berkshire&#39;s Normalized Earnings</h2><p>Berkshire has two main arms, its investments, and its operating businesses. As of last quarter, the company had a $296 billion stock portfolio. Here are its top holdings:</p><table><tbody><tr><td><b>Company:</b></td><td><b>% of Portfolio</b></td><td><b>% of Company Owned</b></td><td><b>Berkshire&#39;s Share of Earnings</b></td></tr><tr><td>Apple (AAPL)</td><td>42%</td><td>5.5%</td><td>$5.5 Billion</td></tr><tr><td>Bank of America (BAC)</td><td>10%</td><td>12.5%</td><td>$3.4 Billion</td></tr><tr><td><p>Chevron Corporation (CVX)</p></td><td>8%</td><td>8.5%</td><td>$2.9 Billion</td></tr><tr><td>Coca-Cola (KO)</td><td>8%</td><td>9.2%</td><td>$0.9 Billion</td></tr><tr><td>American Express Co. (AXP)</td><td>7%</td><td>20%</td><td>$1.5 Billion</td></tr><tr><td>Occidental Petroleum (OXY)</td><td>4%</td><td>20.7%</td><td>$2.5 Billion</td></tr><tr><td>Kraft Heinz (KHC)</td><td>4%</td><td>26.6%</td><td>$0.3 Billion</td></tr></tbody></table><p>These stocks make up 83% of Berkshire&#39;s equity portfolio, and account for $17 Billion of earnings attributable to Berkshire. I&#39;ve estimated Berkshire&#39;s share of earnings from the entire portfolio to be around <i><b>$20.5 billion</b></i>.</p><p>As for the operating businesses, they&#39;ve averaged about$26.5 billionof operating earnings over the past three years. This figure excludes gains and losses in Berkshire&#39;s stock portfolio, but includes dividends. If we subtract the roughly $5 billion of dividends Berkshire tends to receive from Apple, Bank of America, and the like, you can see that the wholly owned businesses, BNSF, BHE, and others earned an average of <i><b>$21.5 billion</b></i> over the past three years.</p><p>Now, add the two bolded numbers together, and you get <b>$42 billion</b> of normalized earnings power. This gives Berkshire at normalized PE of 16.</p><h2>Is Now A Good Time To Buy?</h2><p>Over the past five years, this is about as expensive as Berkshire&#39;s been on a price to book basis. But, zoom out a little further, and you&#39;ll see a different story:</p><p><img src=\"https://static.tigerbbs.com/03c8f74c026ba45cf79f1c591166e360\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Financial companies, like Berkshire&#39;s insurance arm, traded at much higher valuations from 1995 to 2005. Interest rates remained moderately higher throughout this period, especially when compared to the past 10 years. If the U.S. economy can maintain interest rates around 4-5% again, there could be a bull market in financials (Banks, insurance companies, etc. would benefit).</p><p>I believe now is neither a favorable time to buy, nor a favorable time to sell Berkshire stock. In my base-case scenario, I&#39;m seeing returns of 7% per annum for long-term shareholders.</p><h2><b>The Mechanics Of A 7% Annual Return</b></h2><p>My 2033 price target for BRK.B is $590 per share.</p><ul><li>If we divide Berkshire&#39;s $42 billion of normalized earnings by itsshares outstanding, we get EPS of $19.12.</li><li>Berkshire grows its earnings through buybacks, acquisitions, insurance float, and the growth of its many subsidiaries and investees. The company is a giant compounding machine. Berkshire is so large at this point, that it nearly embodies the U.S. economy. After buybacks, I expect Berkshire to grow its normalized EPS at 7.5% per annum, effectively doubling EPS by 2033 and earning $39.40 per share.</li><li>I&#39;ve applied a terminal multiple of 15 (Themedian PEof the S&amp;P 500 over the past 150 years).</li></ul><p>Note that if Berkshire grows its book value per share at 7% per annum and trades at a price to book of 1.5x in 10 years&#39; time, you&#39;d get a nearly identical result.</p><h2>Why I Sold My Shares - The Apple Risk</h2><p>I purchased Berkshire shares in 2020 and early 2021 for an average price of $234 per share. At the time, Berkshire was very out of favor. High-flying tech was the place to be, and Warren Buffett was &#34;washed up.&#34; He sold banks and airlines at a loss in 2020 after-all, and didn&#39;t own Tesla (TSLA). I still believe Buffett made the right moves divesting from the airlines, which now have terrible balance sheets. And, it&#39;s obvious he did the right thing in avoiding the tech bubble.</p><p>So why did I sell? First of all, Berkshire&#39;s share price and valuation ran up a great deal in a short period of time. I was seeinglower returns ahead. Also, I was not a fan of Berkshire&#39;s enormous Apple position. The position is now 42% of Berkshire&#39;s stock portfolio and accounts for 27% of Berkshire&#39;s book value. That&#39;s an enormous chunk of change. I wrote a bearisharticleon Apple a few months ago, its stock&#39;s been plummeting since. Apple has cyclical profits, and appeared to me to be at a peak in the cycle. This may continue to weigh on Berkshire&#39;s book value going forward. Apple is definitely not a Graham and Dodd type stock, it trades at a price to book of 39x:</p><p><img src=\"https://static.tigerbbs.com/d8784864d98fdcc4df090b234bc8a96b\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Apple isn&#39;t the only low return stock Buffett owns either, stocks like Chevron (CVX) and Coca-Cola (KO) have become very popular of late. It&#39;s difficult to pencil out a decent return from here for these equity positions.</p><p>The other issues are Berkshire&#39;s heavy exposure to the U.S. economy, which has been on fire over the past five years, as well as Berkshire&#39;s cumbersome ability to move capital around, due to its size.</p><h2>In Conclusion</h2><p>Berkshire Hathaway is a very respectable investment, and it has a decent chance to outperform the S&amp;P 500 in the decade ahead. But, the days of an automatic 10% per annum may be in the rearview mirror. Since selling down to book value in 2020, Berkshire has gained in popularity. The company&#39;s capital allocation is not as agile as it once was. Bill Ackman&#39;s team at Pershing Square (OTCPK:PSHZF) has discussed thisat length. This makes it difficult for Buffett to exit his Apple stake, which accounted for 27% of Berkshire&#39;s book value last quarter. Apple&#39;s been selling off of late, after a tremendous run-up in 2020 and 2021. This may continue to be a drag on Berkshire’s book value. With an expected return of 7% per annum, I maintain a &#34;hold&#34; rating on BRK.B.</p></body></html>","source":"seekingalpha_fund","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>Berkshire Hathaway: The Apple Risk</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\">\nBerkshire Hathaway: The Apple Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 13:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566841-berkshire-hathaway-the-apple-risk><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBerkshire Hathaway is a financial fortress, but BRK.B still comes with risk. One of those is what I like to call, \"The Apple Risk.\"I'll explain why I sold my BRK.B shares, taking a deep dive ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566841-berkshire-hathaway-the-apple-risk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4566841-berkshire-hathaway-the-apple-risk","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143531577","content_text":"SummaryBerkshire Hathaway is a financial fortress, but BRK.B still comes with risk. One of those is what I like to call, \"The Apple Risk.\"I'll explain why I sold my BRK.B shares, taking a deep dive into Berkshire's stock portfolio.Berkshire trades at 16x my estimate of normalized earnings. In the decade ahead, I'm estimating returns of 7% per annum.IntroBuffett's often said Berkshire won't be one of the best performing stocks in the market, nor will it be one of the worst. I'd generally agree with this statement, and maintain a \"hold\" rating on BRK.B. We'll dig into Berkshire's normalized earnings and expected returns, aswell as \"The Apple Risk.\" In the decade ahead, I estimate returns of 7% per annum for Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A).Berkshire's Normalized EarningsBerkshire has two main arms, its investments, and its operating businesses. As of last quarter, the company had a $296 billion stock portfolio. Here are its top holdings:Company:% of Portfolio% of Company OwnedBerkshire's Share of EarningsApple (AAPL)42%5.5%$5.5 BillionBank of America (BAC)10%12.5%$3.4 BillionChevron Corporation (CVX)8%8.5%$2.9 BillionCoca-Cola (KO)8%9.2%$0.9 BillionAmerican Express Co. (AXP)7%20%$1.5 BillionOccidental Petroleum (OXY)4%20.7%$2.5 BillionKraft Heinz (KHC)4%26.6%$0.3 BillionThese stocks make up 83% of Berkshire's equity portfolio, and account for $17 Billion of earnings attributable to Berkshire. I've estimated Berkshire's share of earnings from the entire portfolio to be around $20.5 billion.As for the operating businesses, they've averaged about$26.5 billionof operating earnings over the past three years. This figure excludes gains and losses in Berkshire's stock portfolio, but includes dividends. If we subtract the roughly $5 billion of dividends Berkshire tends to receive from Apple, Bank of America, and the like, you can see that the wholly owned businesses, BNSF, BHE, and others earned an average of $21.5 billion over the past three years.Now, add the two bolded numbers together, and you get $42 billion of normalized earnings power. This gives Berkshire at normalized PE of 16.Is Now A Good Time To Buy?Over the past five years, this is about as expensive as Berkshire's been on a price to book basis. But, zoom out a little further, and you'll see a different story:Data byYChartsFinancial companies, like Berkshire's insurance arm, traded at much higher valuations from 1995 to 2005. Interest rates remained moderately higher throughout this period, especially when compared to the past 10 years. If the U.S. economy can maintain interest rates around 4-5% again, there could be a bull market in financials (Banks, insurance companies, etc. would benefit).I believe now is neither a favorable time to buy, nor a favorable time to sell Berkshire stock. In my base-case scenario, I'm seeing returns of 7% per annum for long-term shareholders.The Mechanics Of A 7% Annual ReturnMy 2033 price target for BRK.B is $590 per share.If we divide Berkshire's $42 billion of normalized earnings by itsshares outstanding, we get EPS of $19.12.Berkshire grows its earnings through buybacks, acquisitions, insurance float, and the growth of its many subsidiaries and investees. The company is a giant compounding machine. Berkshire is so large at this point, that it nearly embodies the U.S. economy. After buybacks, I expect Berkshire to grow its normalized EPS at 7.5% per annum, effectively doubling EPS by 2033 and earning $39.40 per share.I've applied a terminal multiple of 15 (Themedian PEof the S&P 500 over the past 150 years).Note that if Berkshire grows its book value per share at 7% per annum and trades at a price to book of 1.5x in 10 years' time, you'd get a nearly identical result.Why I Sold My Shares - The Apple RiskI purchased Berkshire shares in 2020 and early 2021 for an average price of $234 per share. At the time, Berkshire was very out of favor. High-flying tech was the place to be, and Warren Buffett was \"washed up.\" He sold banks and airlines at a loss in 2020 after-all, and didn't own Tesla (TSLA). I still believe Buffett made the right moves divesting from the airlines, which now have terrible balance sheets. And, it's obvious he did the right thing in avoiding the tech bubble.So why did I sell? First of all, Berkshire's share price and valuation ran up a great deal in a short period of time. I was seeinglower returns ahead. Also, I was not a fan of Berkshire's enormous Apple position. The position is now 42% of Berkshire's stock portfolio and accounts for 27% of Berkshire's book value. That's an enormous chunk of change. I wrote a bearisharticleon Apple a few months ago, its stock's been plummeting since. Apple has cyclical profits, and appeared to me to be at a peak in the cycle. This may continue to weigh on Berkshire's book value going forward. Apple is definitely not a Graham and Dodd type stock, it trades at a price to book of 39x:Data byYChartsApple isn't the only low return stock Buffett owns either, stocks like Chevron (CVX) and Coca-Cola (KO) have become very popular of late. It's difficult to pencil out a decent return from here for these equity positions.The other issues are Berkshire's heavy exposure to the U.S. economy, which has been on fire over the past five years, as well as Berkshire's cumbersome ability to move capital around, due to its size.In ConclusionBerkshire Hathaway is a very respectable investment, and it has a decent chance to outperform the S&P 500 in the decade ahead. But, the days of an automatic 10% per annum may be in the rearview mirror. Since selling down to book value in 2020, Berkshire has gained in popularity. The company's capital allocation is not as agile as it once was. Bill Ackman's team at Pershing Square (OTCPK:PSHZF) has discussed thisat length. This makes it difficult for Buffett to exit his Apple stake, which accounted for 27% of Berkshire's book value last quarter. Apple's been selling off of late, after a tremendous run-up in 2020 and 2021. This may continue to be a drag on Berkshire’s book value. With an expected return of 7% per annum, I maintain a \"hold\" rating on BRK.B.","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927948517,"gmtCreate":1672380349640,"gmtModify":1676538682219,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"maybe time to buy in","listText":"maybe time to buy in","text":"maybe time to buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927948517","repostId":"2294988737","repostType":4,"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927948667,"gmtCreate":1672380327959,"gmtModify":1676538682211,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"need to be mindful...","listText":"need to be mindful...","text":"need to be mindful...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927948667","repostId":"1145816205","repostType":4,"repost":{"id":"1145816205","kind":"news","pubTimestamp":1672365630,"share":"https://ttm.financial/m/news/1145816205?lang=&edition=fundamental","pubTime":"2022-12-30 10:00","market":"us","language":"en","title":"Retail Investors Took a Beating in 2022. Will It Continue in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145816205","media":"Bloomberg","summary":"Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street t","content":"<html><head></head><body><p>Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/793c150da15dc4cba7b5c08f63fc2555\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Photographer: Xavier Lorenzo/Moment RF/Getty Images</span></p><p>The era of easy returns came to a screeching halt in 2022.</p><p>Stocks were hammered with the S&amp;P 500 on track for its worst annual performance since 2008, bonds failed to protect anyone’s portfolios, property markets tumbled and crypto crashed, wiping out an estimated $1.5 trillion in market value alone, according to CoinGecko.</p><p>The turmoil triggered by inflation and rising interest rates sent retail investors scrambling for places to put their money. Cash, it turns out, wasn’t trash, while an obscure government bond became one of the unlikeliest and hottest investments, even if you had to navigate awful technology to get there.</p><p>Here are the best and worst investments of 2022, and some ideas on where to put your money in 2023.</p><h2>Cash</h2><p>Wall Street investors put trillions into money market funds and ultra-short bonds. Meanwhile, consumers hoping to get the most bang for their buck have turned to certificates of deposit and high-yield savings accounts like Goldman Sachs’ Marcus that are offering some of the highest annual percentage yields in years.</p><p>“For a lot of investors, there hasn’t been an opportunity to make money on cash,” said Jeremy Gonsalves, national portfolio director at BNY Mellon Wealth Management. “But now there are attractive returns on everything from Treasury yields to certificates of deposits that we haven’t seen in some time.”</p><h2>I Bonds</h2><p>US Series I savings bonds were an unlikely star in 2022, offering low-risk, inflation-adjusted yields. Sales of the humble securities hit nearly $7 billion in the month of October alone — about seven times more than were sold in all of 2021 — as investors raced to take advantage of a record 9.62% yield.</p><p>While the interest rate on I bonds has dropped from its high, financial advisors say they may still be an attractive option for those looking to invest money they don’t need immediately.</p><h2>Energy</h2><p>There was a clear winner in the stock market this year: energy companies.</p><p>Russia - Ukraine war hit supplies of oil, gas and other commodities that were already in high demand due to the easing of pandemic restrictions. That made energy the top-performing sector in the market this year, with an index of S&amp;P 500 energy companies surging more than 57%.</p><p>Liz Ann Sonders, chief investment strategist at Charles Schwab, cautioned that it will be tough for oil companies to match this year’s earnings growth in 2023, but other strategists argue demand for oil and other energy commodities will remain strong, even with a global recession looming.</p><h2>Tech Stocks</h2><p>If the theme for 2021 was buy everything, the mindset quickly shifted to sell everything in 2022.</p><p>The so-called FAANG stocks — a cohort that includes Facebook parent Meta Platforms Inc., Amazon.com Inc., Apple Inc., Netflix Inc., and Google owner Alphabet Inc. — led the declines, losing more than $3 trillion in market value between them.</p><p>Growth funds and exchange-traded funds that were heavily weighted with tech stocks were also dragged into their downward spiral, including Cathie Wood’s ARK Innovation ETF, which has tumbled by 67% this year.</p><p>Going into 2023, global equities will continue to face headwinds due to persistent inflation, recession risks and threats to corporate profits as consumer confidence sinks. Fran Kinniry, head of Vanguard’s investment advisory research center, says investors should decide what their return objectives are in order to determine how much risk they want to take.</p><p>“With inflation rising, people should think about getting real, inflation-adjusted returns — not nominal returns,” Kinniry said.</p><h2>Crypto</h2><p>It was a very bad year for crypto industry. Even before the stunning implosion of Sam Bankman-Fried’s FTX, a series of meltdowns rattled digital assets, from the collapse of TerraUSD to the downfalls of Three Arrows Capital and Celsius Network. The bankruptcies have piled up and trapped more and more customer money.</p><p>Bitcoin has dropped by 64%, while the combined market value of the largest digital assets has plummeted by more than 70%, according to Bloomberg’s Galaxy Crypto Index.</p><p>NFTs, which once boasted celebrity investors from Paris Hilton to Jimmy Fallon, have also slumped. Stars from NFL quarterback Tom Brady to pop icon Madonna have been sued for promoting crypto investments.</p><h2>Meme Stocks</h2><p>Meme stocks soared in 2021 thanks to retail traders pumped up on government stimulus and pandemic savings. This year, they got hammered.</p><p>With higher interest rates and inflation squeezing consumers, Bed Bath &amp; Beyond Inc. has cratered more than 80%, AMC Entertainment Holdings Inc. plunged by 77% and the company that started it all, GameStop Corp., has fallen by more than half. Robinhood Markets Inc., the brokerage at the center of the online trading fervor, has also slumped from its peak, dropping nearly 80% since its July 2021 initial public offering.</p><p>“The zero-interest environment that fueled investments in these speculative assets is over,” said BNY Mellon’s Gonsalves.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retail Investors Took a Beating in 2022. Will It Continue in 2023?</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\">\nRetail Investors Took a Beating in 2022. Will It Continue in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.Photographer: Xavier Lorenzo/Moment RF/Getty ImagesThe era of easy returns came to a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-29/best-investments-cash-i-bonds-were-standouts-in-ugly-year-for-markets?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145816205","content_text":"Individual traders’ portfolios slumped this year as economic turmoil reverberated from Wall Street to Main Street.Photographer: Xavier Lorenzo/Moment RF/Getty ImagesThe era of easy returns came to a screeching halt in 2022.Stocks were hammered with the S&P 500 on track for its worst annual performance since 2008, bonds failed to protect anyone’s portfolios, property markets tumbled and crypto crashed, wiping out an estimated $1.5 trillion in market value alone, according to CoinGecko.The turmoil triggered by inflation and rising interest rates sent retail investors scrambling for places to put their money. Cash, it turns out, wasn’t trash, while an obscure government bond became one of the unlikeliest and hottest investments, even if you had to navigate awful technology to get there.Here are the best and worst investments of 2022, and some ideas on where to put your money in 2023.CashWall Street investors put trillions into money market funds and ultra-short bonds. Meanwhile, consumers hoping to get the most bang for their buck have turned to certificates of deposit and high-yield savings accounts like Goldman Sachs’ Marcus that are offering some of the highest annual percentage yields in years.“For a lot of investors, there hasn’t been an opportunity to make money on cash,” said Jeremy Gonsalves, national portfolio director at BNY Mellon Wealth Management. “But now there are attractive returns on everything from Treasury yields to certificates of deposits that we haven’t seen in some time.”I BondsUS Series I savings bonds were an unlikely star in 2022, offering low-risk, inflation-adjusted yields. Sales of the humble securities hit nearly $7 billion in the month of October alone — about seven times more than were sold in all of 2021 — as investors raced to take advantage of a record 9.62% yield.While the interest rate on I bonds has dropped from its high, financial advisors say they may still be an attractive option for those looking to invest money they don’t need immediately.EnergyThere was a clear winner in the stock market this year: energy companies.Russia - Ukraine war hit supplies of oil, gas and other commodities that were already in high demand due to the easing of pandemic restrictions. That made energy the top-performing sector in the market this year, with an index of S&P 500 energy companies surging more than 57%.Liz Ann Sonders, chief investment strategist at Charles Schwab, cautioned that it will be tough for oil companies to match this year’s earnings growth in 2023, but other strategists argue demand for oil and other energy commodities will remain strong, even with a global recession looming.Tech StocksIf the theme for 2021 was buy everything, the mindset quickly shifted to sell everything in 2022.The so-called FAANG stocks — a cohort that includes Facebook parent Meta Platforms Inc., Amazon.com Inc., Apple Inc., Netflix Inc., and Google owner Alphabet Inc. — led the declines, losing more than $3 trillion in market value between them.Growth funds and exchange-traded funds that were heavily weighted with tech stocks were also dragged into their downward spiral, including Cathie Wood’s ARK Innovation ETF, which has tumbled by 67% this year.Going into 2023, global equities will continue to face headwinds due to persistent inflation, recession risks and threats to corporate profits as consumer confidence sinks. Fran Kinniry, head of Vanguard’s investment advisory research center, says investors should decide what their return objectives are in order to determine how much risk they want to take.“With inflation rising, people should think about getting real, inflation-adjusted returns — not nominal returns,” Kinniry said.CryptoIt was a very bad year for crypto industry. Even before the stunning implosion of Sam Bankman-Fried’s FTX, a series of meltdowns rattled digital assets, from the collapse of TerraUSD to the downfalls of Three Arrows Capital and Celsius Network. The bankruptcies have piled up and trapped more and more customer money.Bitcoin has dropped by 64%, while the combined market value of the largest digital assets has plummeted by more than 70%, according to Bloomberg’s Galaxy Crypto Index.NFTs, which once boasted celebrity investors from Paris Hilton to Jimmy Fallon, have also slumped. Stars from NFL quarterback Tom Brady to pop icon Madonna have been sued for promoting crypto investments.Meme StocksMeme stocks soared in 2021 thanks to retail traders pumped up on government stimulus and pandemic savings. This year, they got hammered.With higher interest rates and inflation squeezing consumers, Bed Bath & Beyond Inc. has cratered more than 80%, AMC Entertainment Holdings Inc. plunged by 77% and the company that started it all, GameStop Corp., has fallen by more than half. Robinhood Markets Inc., the brokerage at the center of the online trading fervor, has also slumped from its peak, dropping nearly 80% since its July 2021 initial public offering.“The zero-interest environment that fueled investments in these speculative assets is over,” said BNY Mellon’s Gonsalves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924492125,"gmtCreate":1672302093467,"gmtModify":1676538668631,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"good pts to consider","listText":"good pts to consider","text":"good pts to consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924492125","repostId":"1137209740","repostType":2,"repost":{"id":"1137209740","kind":"news","pubTimestamp":1672328467,"share":"https://ttm.financial/m/news/1137209740?lang=&edition=fundamental","pubTime":"2022-12-29 23:41","market":"us","language":"en","title":"Tesla: A Generational Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1137209740","media":"Seekingalpha","summary":"Its stock is undervalued intrinsically and relative to historic multiples.","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla is one of the world&#39;s largest EV makers and an innovative powerhouse in areas from solar to self-driving.</li><li>The company has continued to produce strong financial results, beating both top and bottom line estimates in Q3,22.</li><li>A Twitter poll requested Elon Musk step down as the CEO of Twitter, which I suspect will benefit Tesla shareholders if he follows through.</li><li>Its stock is undervalued intrinsically and relative to historic multiples.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is one of the world&#39;s largest EV makers and one of the most popular stocks in the world. The company was catapulted into stardom during the stimulus-fueled bull market of 2020, which sent the company fromnear bankruptcy to an S&amp;P 500, trillion-dollar titan. This tremendous bull run meant Tesla&#39;s stock price increased by over 1,300% and made many investors &#34;Teslanaires&#34;. However, since the macroeconomic environment changed in November 2021, as thehighinflation numbers were released, Tesla has become a rollercoaster for investors. The stock price has now been butchered by 73% from its all-time highs, with a 44% decline in December alone. This looks to have been driven by a series of macroeconomic factors. In addition, to a serious amount of stock selling by founder Elon Musk (which I will discuss more on in the Risks) section. There have also been somereportsof a production cut in January 2023, expected at Tesla&#39;s Shanghai factory. Although the company hasn&#39;t confirmed this yet. With all this bad news you may wonder why I am bullish on the stock? There are a few reasons for this, of course, we know about the company&#39;s leadership position and technology innovation. In addition, Tesla customers are nowpoisedto benefit from a $7,500 EV tax incentive which was offered thanks to the &#34;anti-inflation act&#34; and should boost EV demand. Its stock is also deeply undervalued intrinsically. In this post, I&#39;m going to review its financials, outline production updates, and revisit its valuation. Let&#39;s dive in.</p><p><img src=\"https://static.tigerbbs.com/7a79a1ea5bc04bd0f7d6b837085e569e\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><h3>Strong Financials</h3><p>Tesla generated strong financialresultsfor the third quarter of 2022. Revenue increased by a rapid 56% year over year to a record $21.45 billion, which was a strong positive. However, it did miss analyst estimates by $428.34 million. This was mainly driven by unfavorable foreign exchange headwinds, as a rising dollar impacted international revenue. Overall vehicle deliveries increased by 42% year over year to 343,830 units. The Model Y drove the majority of sales, followed by the Model S.</p><p><img src=\"https://static.tigerbbs.com/20b64a3820209ed9456f87830d2189af\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Theaf orementioned tax credit is for EV vehicles that sell for below $55,000 and thus this includes Tesla&#39;s best-selling models 3 and Y. However, with options attached to the models, this will likely go over the tax rate availability. I did notice Tesla has relatively few low-cost (below $50,000 models) available on its website, within 200 miles of Rodeo Drive LA. I suspect the tax credit has helped to boost sales of low-value models already, which is a positive. I did notice Tesla is offering 10,000 miles of free supercharging which looks to be an incentive to boost demand further.</p><p><img src=\"https://static.tigerbbs.com/57567a6966f9a88dec06edea0df2921f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Tesla vehicle stock (Tesla website, author search)</p><p>As of the third quarter of 2022, Tesla ramped up its production by 54% YoY to 365,923 vehicles. The latestdata(November 2022) shows Tesla still dominates the electric vehicle market in the U.S.A, with 65% market share. However, it should be noted that its market share has declined from the 79% in 2020. For many years, bearish analysts have said &#34;competition is coming&#34; for Tesla, but now it looks as though they are finally starting to eat market share.</p><p><img src=\"https://static.tigerbbs.com/be8f129b31bd55450cd9d2b4db301535\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Tesla market share (Electrek)</p><p>Ford is the second largest EV maker in the U.S. but still trails Tesla massively with just 7% market share. The company produces the F-150 which is the most popular vehicle sold in the U.S. Its new EV version of the F-150 isforecastto be released in 2023 and thus I believe this will be a major driver of sales. A positive for Tesla is the entire EV market is growing and thus the pie is getting bigger for all manufacturers. According to one study, the EV industry is forecast to grow at a 23.1% CAGR and be worth over $1.1 trillion by 2030.</p><p><img src=\"https://static.tigerbbs.com/3b8dd476696262c736d8202f0eb711b3\" tg-width=\"640\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></p><p>Ford 150 Electric (Ford Website, author screenshot)</p><p>A positive for Tesla is it doesn&#39;t have to convert traditional internal combustion engine facilities into EV manufacturing plants, like many traditional automakers. Tesla is vertically integrated from the ground up and has even developed unique pieces of equipment to manufacture its cars, such as the world&#39;s largest &#34;gigapress&#34;. Elon Musk has often stated in the past that producing a prototype or a low volume of vehicles is &#34;pretty easy&#34;, but manufacturing at scale is the challenging part. Tesla ramped up its Shanghai factory production in the third quarter and its Berlin factory also produced 2,000 model Y vehicles, although still in the early stages of a full ramp.</p><p>Tesla&#39;s rate of innovation is so great that when traditional auto manufacturers are thinking about breakfast, Tesla is already eating their lunch. For example, I recentlywatchedthe Tesla Semipresentationby Elon Musk, which is currently in production. The company has reinvented trucking with a smooth design which was tested in a state-of-the-art wind chamber, to maximize its range of 500 miles which was astonishing. The truck is also reportedly as &#34;easy to drive as a Model 3, with basically no training required&#34; according to Musk.</p><p><img src=\"https://static.tigerbbs.com/0285620745fdf8528607519819ead673\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Semi(Tesla)</p><p>Tesla has also innovated on the charging front with new &#34;Megachargers&#34; announced, that enable charging at a staggering 1 megawatt. This basically means truck batteries can be charged up to 70% in 30 minutes, which is the average amount of time a truck driver will take on a refresh break. The uniquely designed Cybertruck is alsoreportedto start production in 2023 and will benefit from the &#34;Megachargers&#34;.</p><p>Tesla increased its energy storage deployed to 2,100 MWh, which increased by a substantial 62% year over year. The company did experience some supply chain constraints as demand continued to &#34;outstrip supply&#34;.</p><p><img src=\"https://static.tigerbbs.com/2e9768e93dfbc30a6ed7f6a616288ecd\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>Energy storage (Q3,22 report)</p><p>Tesla is also innovating on the artificial intelligence front as the company announced its beta Full self-driving and even humanoid robot concept called Optimus, which I have covered in greater detail in past posts. AI has recently seen a huge surge in popularity. The Open AI institute which was originally backed by Elon Musk released the popular ChatGPT, which some analysts believe could rival Google. I could envision a ChatGPT-like AI model embedded into the software of Optimus, which would make it a font of information while also assisting with tasks based upon prompts. This would truly create a &#34;superintelligence&#34; quite easily given the component pieces are all available.</p><p><img src=\"https://static.tigerbbs.com/f7fe2dfb674cd77a5935cb3ad7b34ca8\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day 2022(Tesla)</p><p>Tesla reported earnings per share of $0.95, which increased by a staggering 93.57% year over year and beat analyst estimates by $0.06. The company also has a strong balance sheet with $21,107 billion in cash and short-term investments. The company does have fairly high debt of $5.87 billion, but just $979 million of this is short term debt, due within the next 2 years.</p><h3>Advanced Valuation</h3><p>I have plugged the latest financials of Tesla into my discounted cash flow valuation model. I have forecasted 30% revenue growth for next year which is fairly conservative given past growth rates of above 50%. I have given a lower estimate due to the tepid macroeconomic environment forecasted. However, in years 2 to 5, I have forecasted a recovery with a 35% revenue growth rate per year.</p><p><img src=\"https://static.tigerbbs.com/500a6571bf014bc4f705876a2b54d81f\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Tesla stock valuation (created by author Ben at Motivation 2 Invest)</p><p>To increase the accuracy of the valuation, I have capitalized R&amp;D expenses which has lifted net income. In addition, I have forecasted a pre-tax operating margin of 20% over the next 10 years, as the company scales and benefits from an increasing amount of cross-selling between its products.</p><p><img src=\"https://static.tigerbbs.com/f3b77d54dee36748f8aba2dbb017bd53\" tg-width=\"640\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/></p><p>Tesla stock valuation (created by author Ben at Motivation 2 Invest)</p><p>Given these factors I get a fair value of $216 per share, the stock is trading at ~$109 per share at the time of writing and thus is ~50% undervalued.</p><p>As an extra data point, Tesla trades at a Price to Sales ratio = 4.52, which is 52% cheaper than its 5-year average.</p><p><img src=\"https://static.tigerbbs.com/8d2a4393b0790f345f095c860ebcc51f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>Risks-Elon Musk Selling/Twitter</h3><p>A key red flag is the continued sale of Tesla stock by Elon Musk. A mid-December SECfilingreports Elon Musk sold 22 million shares of Tesla stock, with a staggering value of $3.6 billion. Musk is known to have slept in Tesla&#39;s factory and is very committed to the company, but when he repeatedly sells stock, it does contradict this narrative.</p><p><img src=\"https://static.tigerbbs.com/7ab90b0248581ffdd6e1053e959dabb8\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>SEC filing(SEC/author annotation)</p><p>Musk may be selling shares to help pay down some of Twitter&#39;s debt, which he has previously made comments about. Many investors (including myself) believe Twitter is a major distraction to Elon Musk&#39;s mission at Tesla. In a recentvoteon Twitter, 57% of people asked Elon to step down as the CEO of Twitter, which he said he will abide by when he gets a replacement.</p><p><img src=\"https://static.tigerbbs.com/642e9c75c64b767a55648c6514f3739a\" tg-width=\"640\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>CEO vote(Elon Musk Twitter)</p><p>Other risks include the forecasted recession and competition which I have previously discussed.</p><h3>Final Thoughts</h3><p>Tesla is a tremendous technology company with many competitive advantages from its manufacturing to technology and even its strong brand/community. Tesla has grown into its previously &#34;high&#34; valuation by continuing to generate strong financial results. Its stock is now deeply undervalued and thus this could be a great long-term investment. I do predict some short-term volatility over the next 12 months due to the recessionary environment, but Tesla&#39;s technology advantages should keep them ahead.</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>Tesla: A Generational Buying Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: A Generational Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is one of the world's largest EV makers and an innovative powerhouse in areas from solar to self-driving.The company has continued to produce strong financial results, beating both top ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137209740","content_text":"SummaryTesla is one of the world's largest EV makers and an innovative powerhouse in areas from solar to self-driving.The company has continued to produce strong financial results, beating both top and bottom line estimates in Q3,22.A Twitter poll requested Elon Musk step down as the CEO of Twitter, which I suspect will benefit Tesla shareholders if he follows through.Its stock is undervalued intrinsically and relative to historic multiples.Tesla is one of the world's largest EV makers and one of the most popular stocks in the world. The company was catapulted into stardom during the stimulus-fueled bull market of 2020, which sent the company fromnear bankruptcy to an S&P 500, trillion-dollar titan. This tremendous bull run meant Tesla's stock price increased by over 1,300% and made many investors \"Teslanaires\". However, since the macroeconomic environment changed in November 2021, as thehighinflation numbers were released, Tesla has become a rollercoaster for investors. The stock price has now been butchered by 73% from its all-time highs, with a 44% decline in December alone. This looks to have been driven by a series of macroeconomic factors. In addition, to a serious amount of stock selling by founder Elon Musk (which I will discuss more on in the Risks) section. There have also been somereportsof a production cut in January 2023, expected at Tesla's Shanghai factory. Although the company hasn't confirmed this yet. With all this bad news you may wonder why I am bullish on the stock? There are a few reasons for this, of course, we know about the company's leadership position and technology innovation. In addition, Tesla customers are nowpoisedto benefit from a $7,500 EV tax incentive which was offered thanks to the \"anti-inflation act\" and should boost EV demand. Its stock is also deeply undervalued intrinsically. In this post, I'm going to review its financials, outline production updates, and revisit its valuation. Let's dive in.Data byYChartsStrong FinancialsTesla generated strong financialresultsfor the third quarter of 2022. Revenue increased by a rapid 56% year over year to a record $21.45 billion, which was a strong positive. However, it did miss analyst estimates by $428.34 million. This was mainly driven by unfavorable foreign exchange headwinds, as a rising dollar impacted international revenue. Overall vehicle deliveries increased by 42% year over year to 343,830 units. The Model Y drove the majority of sales, followed by the Model S.Data by YChartsTheaf orementioned tax credit is for EV vehicles that sell for below $55,000 and thus this includes Tesla's best-selling models 3 and Y. However, with options attached to the models, this will likely go over the tax rate availability. I did notice Tesla has relatively few low-cost (below $50,000 models) available on its website, within 200 miles of Rodeo Drive LA. I suspect the tax credit has helped to boost sales of low-value models already, which is a positive. I did notice Tesla is offering 10,000 miles of free supercharging which looks to be an incentive to boost demand further.Tesla vehicle stock (Tesla website, author search)As of the third quarter of 2022, Tesla ramped up its production by 54% YoY to 365,923 vehicles. The latestdata(November 2022) shows Tesla still dominates the electric vehicle market in the U.S.A, with 65% market share. However, it should be noted that its market share has declined from the 79% in 2020. For many years, bearish analysts have said \"competition is coming\" for Tesla, but now it looks as though they are finally starting to eat market share.Tesla market share (Electrek)Ford is the second largest EV maker in the U.S. but still trails Tesla massively with just 7% market share. The company produces the F-150 which is the most popular vehicle sold in the U.S. Its new EV version of the F-150 isforecastto be released in 2023 and thus I believe this will be a major driver of sales. A positive for Tesla is the entire EV market is growing and thus the pie is getting bigger for all manufacturers. According to one study, the EV industry is forecast to grow at a 23.1% CAGR and be worth over $1.1 trillion by 2030.Ford 150 Electric (Ford Website, author screenshot)A positive for Tesla is it doesn't have to convert traditional internal combustion engine facilities into EV manufacturing plants, like many traditional automakers. Tesla is vertically integrated from the ground up and has even developed unique pieces of equipment to manufacture its cars, such as the world's largest \"gigapress\". Elon Musk has often stated in the past that producing a prototype or a low volume of vehicles is \"pretty easy\", but manufacturing at scale is the challenging part. Tesla ramped up its Shanghai factory production in the third quarter and its Berlin factory also produced 2,000 model Y vehicles, although still in the early stages of a full ramp.Tesla's rate of innovation is so great that when traditional auto manufacturers are thinking about breakfast, Tesla is already eating their lunch. For example, I recentlywatchedthe Tesla Semipresentationby Elon Musk, which is currently in production. The company has reinvented trucking with a smooth design which was tested in a state-of-the-art wind chamber, to maximize its range of 500 miles which was astonishing. The truck is also reportedly as \"easy to drive as a Model 3, with basically no training required\" according to Musk.Tesla Semi(Tesla)Tesla has also innovated on the charging front with new \"Megachargers\" announced, that enable charging at a staggering 1 megawatt. This basically means truck batteries can be charged up to 70% in 30 minutes, which is the average amount of time a truck driver will take on a refresh break. The uniquely designed Cybertruck is alsoreportedto start production in 2023 and will benefit from the \"Megachargers\".Tesla increased its energy storage deployed to 2,100 MWh, which increased by a substantial 62% year over year. The company did experience some supply chain constraints as demand continued to \"outstrip supply\".Energy storage (Q3,22 report)Tesla is also innovating on the artificial intelligence front as the company announced its beta Full self-driving and even humanoid robot concept called Optimus, which I have covered in greater detail in past posts. AI has recently seen a huge surge in popularity. The Open AI institute which was originally backed by Elon Musk released the popular ChatGPT, which some analysts believe could rival Google. I could envision a ChatGPT-like AI model embedded into the software of Optimus, which would make it a font of information while also assisting with tasks based upon prompts. This would truly create a \"superintelligence\" quite easily given the component pieces are all available.Tesla AI Day 2022(Tesla)Tesla reported earnings per share of $0.95, which increased by a staggering 93.57% year over year and beat analyst estimates by $0.06. The company also has a strong balance sheet with $21,107 billion in cash and short-term investments. The company does have fairly high debt of $5.87 billion, but just $979 million of this is short term debt, due within the next 2 years.Advanced ValuationI have plugged the latest financials of Tesla into my discounted cash flow valuation model. I have forecasted 30% revenue growth for next year which is fairly conservative given past growth rates of above 50%. I have given a lower estimate due to the tepid macroeconomic environment forecasted. However, in years 2 to 5, I have forecasted a recovery with a 35% revenue growth rate per year.Tesla stock valuation (created by author Ben at Motivation 2 Invest)To increase the accuracy of the valuation, I have capitalized R&D expenses which has lifted net income. In addition, I have forecasted a pre-tax operating margin of 20% over the next 10 years, as the company scales and benefits from an increasing amount of cross-selling between its products.Tesla stock valuation (created by author Ben at Motivation 2 Invest)Given these factors I get a fair value of $216 per share, the stock is trading at ~$109 per share at the time of writing and thus is ~50% undervalued.As an extra data point, Tesla trades at a Price to Sales ratio = 4.52, which is 52% cheaper than its 5-year average.Data by YChartsRisks-Elon Musk Selling/TwitterA key red flag is the continued sale of Tesla stock by Elon Musk. A mid-December SECfilingreports Elon Musk sold 22 million shares of Tesla stock, with a staggering value of $3.6 billion. Musk is known to have slept in Tesla's factory and is very committed to the company, but when he repeatedly sells stock, it does contradict this narrative.SEC filing(SEC/author annotation)Musk may be selling shares to help pay down some of Twitter's debt, which he has previously made comments about. Many investors (including myself) believe Twitter is a major distraction to Elon Musk's mission at Tesla. In a recentvoteon Twitter, 57% of people asked Elon to step down as the CEO of Twitter, which he said he will abide by when he gets a replacement.CEO vote(Elon Musk Twitter)Other risks include the forecasted recession and competition which I have previously discussed.Final ThoughtsTesla is a tremendous technology company with many competitive advantages from its manufacturing to technology and even its strong brand/community. Tesla has grown into its previously \"high\" valuation by continuing to generate strong financial results. Its stock is now deeply undervalued and thus this could be a great long-term investment. I do predict some short-term volatility over the next 12 months due to the recessionary environment, but Tesla's technology advantages should keep them ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924685378,"gmtCreate":1672243135394,"gmtModify":1676538658991,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"some truth to this","listText":"some truth to this","text":"some truth to this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924685378","repostId":"2294986188","repostType":2,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925616678,"gmtCreate":1672015124994,"gmtModify":1676538621096,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"might be time to buy in...","listText":"might be time to buy in...","text":"might be time to buy in...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925616678","repostId":"2294415577","repostType":4,"repost":{"id":"2294415577","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1672010743,"share":"https://ttm.financial/m/news/2294415577?lang=&edition=fundamental","pubTime":"2022-12-26 07:25","market":"us","language":"en","title":"Tesla Shares Head for Worst Year Ever as Elon Musk Focuses on Twitter","url":"https://stock-news.laohu8.com/highlight/detail?id=2294415577","media":"Dow Jones","summary":"Tesla Inc. is on pace for its worst annual stock performance on record as investors bristle at Elon ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/4a02bcddf378166288edc93e14f34fe8\" tg-width=\"673\" tg-height=\"455\" width=\"100%\" height=\"auto\"/></p><p>Tesla Inc. is on pace for its worst annual stock performance on record as investors bristle at Elon Musk&#39;s Twitter Inc. ownership, as well as declining demand for the car company&#39;s electric vehicles and slumps in the broader market in a higher interest rate environment.</p><p>Tesla&#39;s share slide marks a sharp reversal for the world&#39;s most valuable car company. The electric-vehicle maker had been one of the auto industry&#39;s biggest winners during the early 2020s, a period plagued by chip shortages, snarled global supply chains and shutdowns related to Covid-19.</p><p>The company has lost roughly 70% of its value since the stock hit an all-time high in November 2021. Global economic uncertainty is deepening, and consumers have a growing array of other electric vehicles to choose from, prompting concern on Wall Street that Tesla might need to sacrifice its level of profitability to maintain its pace of growth.</p><p>Tesla&#39;s stock-price decline has outpaced that of the broader market, as well as many of its rivals, though some electric-vehicle startups have fared worse.</p><p><img src=\"https://static.tigerbbs.com/a5630be7f8125bf70063a42e8dbe2e5d\" tg-width=\"716\" tg-height=\"356\" width=\"100%\" height=\"auto\"/></p><h2>Riding high</h2><p>Tesla entered 2022 from a position of strength, buoyed by better-than-expected results throughout the Covid-19 pandemic and strong vehicle pricing.</p><p>The company has delivered more than a dozen consecutive profitable quarters, helping the electric-vehicle maker that once had a record of being starved for cash in building up a roughly $20 billion cushion, rivaling that of some legacy car manufacturers.</p><p><img src=\"https://static.tigerbbs.com/509cabf5aa0e5849644f7005868656a8\" tg-width=\"725\" tg-height=\"460\" width=\"100%\" height=\"auto\"/></p><h2>Wall Street jitters</h2><p>Wall Street tempered its expectations for Tesla&#39;s growth this year after an extended Covid-related shutdown of the company&#39;s largest assembly plant, located in Shanghai.</p><p>Now rising interest rates and global economic uncertainty have stoked concern that demand for new vehicles might be weakening.</p><p><img src=\"https://static.tigerbbs.com/73440a997c40546dda25949ffa046b97\" tg-width=\"716\" tg-height=\"398\" width=\"100%\" height=\"auto\"/></p><h2>Readily available</h2><p>As recently as earlier this year, customers faced monthslong waits for many Tesla models. No longer.</p><p>Tesla cut prices in China this fall and is offering various incentives to move cars off the lot and into customers&#39; driveways before the new year. In the U.S., Tesla is offering buyers of certain EVs a $7,500 credit and 10,000 miles of free fast-charging if they agree to take delivery this month.</p><p><img src=\"https://static.tigerbbs.com/ba7c5ed57a0b87ac6ac70f5ae1c4f07c\" tg-width=\"733\" tg-height=\"408\" width=\"100%\" height=\"auto\"/></p><h2>Lowered expectations</h2><p>Tesla, which didn&#39;t respond to a request for comment, lowered its full-year growth expectations in October, with Chief Financial Officer Zach Kirkhorn saying the company expected to finish the year just shy of its original 2022 goal of increasing deliveries by 50%. The company delivered around 936,000 vehicles to customers in 2021. It would need to hand over more than 1.4 million this year to achieve its original target.</p><p>Mr. Musk said this month, &#34;There is stormy weather ahead, but then there is going to be sunshine thereafter.&#34;</p><p><img src=\"https://static.tigerbbs.com/e20e20daa18faf6c61fdad17821b2d17\" tg-width=\"728\" tg-height=\"431\" width=\"100%\" height=\"auto\"/></p><h2>More alternatives</h2><p>Drivers shopping for an electric vehicle have more options to choose from. Tesla continues to dominate in the U.S., but rivals such as Ford Motor Co. and Rivian Automotive Inc. are gaining traction.</p><p><img src=\"https://static.tigerbbs.com/74ba3b323d4b35278f35f7e5d08c8740\" tg-width=\"713\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>In China, Warren Buffett-backed BYD Co. is widening its lead over Tesla.</p><p><img src=\"https://static.tigerbbs.com/b081e3c6220c4d797c805d016c89aaca\" tg-width=\"714\" tg-height=\"427\" width=\"100%\" height=\"auto\"/></p><h2>Selling spree</h2><p>Mr. Musk has sold more than $39 billion of Tesla stock since the company&#39;s market capitalization peaked. He has pointed to his Twitter involvement in explaining some of those sales. The billionaire bought the social-media company in a deal valued at $44 billion in October, with Twitter taking on roughly $13 billion in debt in the process. He said he wouldn&#39;t sell more Tesla shares through next year.</p><p>Mr. Musk&#39;s sales have rankled investors, some of whom have called on the company to repurchase its own shares for the first time. Mr. Musk said in October that a meaningful buyback was likely, floating the idea of repurchasing $5 billion to $10 billion of shares in 2023. He more recently cautioned that it would be unwise to buy back shares and then end up in a severe recession.</p><p><img src=\"https://static.tigerbbs.com/fb3f853d3087fadff503ffce72485db1\" tg-width=\"711\" tg-height=\"469\" 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>Tesla Shares Head for Worst Year Ever as Elon Musk Focuses on Twitter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Head for Worst Year Ever as Elon Musk Focuses on Twitter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-12-26 07:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/4a02bcddf378166288edc93e14f34fe8\" tg-width=\"673\" tg-height=\"455\" width=\"100%\" height=\"auto\"/></p><p>Tesla Inc. is on pace for its worst annual stock performance on record as investors bristle at Elon Musk&#39;s Twitter Inc. ownership, as well as declining demand for the car company&#39;s electric vehicles and slumps in the broader market in a higher interest rate environment.</p><p>Tesla&#39;s share slide marks a sharp reversal for the world&#39;s most valuable car company. The electric-vehicle maker had been one of the auto industry&#39;s biggest winners during the early 2020s, a period plagued by chip shortages, snarled global supply chains and shutdowns related to Covid-19.</p><p>The company has lost roughly 70% of its value since the stock hit an all-time high in November 2021. Global economic uncertainty is deepening, and consumers have a growing array of other electric vehicles to choose from, prompting concern on Wall Street that Tesla might need to sacrifice its level of profitability to maintain its pace of growth.</p><p>Tesla&#39;s stock-price decline has outpaced that of the broader market, as well as many of its rivals, though some electric-vehicle startups have fared worse.</p><p><img src=\"https://static.tigerbbs.com/a5630be7f8125bf70063a42e8dbe2e5d\" tg-width=\"716\" tg-height=\"356\" width=\"100%\" height=\"auto\"/></p><h2>Riding high</h2><p>Tesla entered 2022 from a position of strength, buoyed by better-than-expected results throughout the Covid-19 pandemic and strong vehicle pricing.</p><p>The company has delivered more than a dozen consecutive profitable quarters, helping the electric-vehicle maker that once had a record of being starved for cash in building up a roughly $20 billion cushion, rivaling that of some legacy car manufacturers.</p><p><img src=\"https://static.tigerbbs.com/509cabf5aa0e5849644f7005868656a8\" tg-width=\"725\" tg-height=\"460\" width=\"100%\" height=\"auto\"/></p><h2>Wall Street jitters</h2><p>Wall Street tempered its expectations for Tesla&#39;s growth this year after an extended Covid-related shutdown of the company&#39;s largest assembly plant, located in Shanghai.</p><p>Now rising interest rates and global economic uncertainty have stoked concern that demand for new vehicles might be weakening.</p><p><img src=\"https://static.tigerbbs.com/73440a997c40546dda25949ffa046b97\" tg-width=\"716\" tg-height=\"398\" width=\"100%\" height=\"auto\"/></p><h2>Readily available</h2><p>As recently as earlier this year, customers faced monthslong waits for many Tesla models. No longer.</p><p>Tesla cut prices in China this fall and is offering various incentives to move cars off the lot and into customers&#39; driveways before the new year. In the U.S., Tesla is offering buyers of certain EVs a $7,500 credit and 10,000 miles of free fast-charging if they agree to take delivery this month.</p><p><img src=\"https://static.tigerbbs.com/ba7c5ed57a0b87ac6ac70f5ae1c4f07c\" tg-width=\"733\" tg-height=\"408\" width=\"100%\" height=\"auto\"/></p><h2>Lowered expectations</h2><p>Tesla, which didn&#39;t respond to a request for comment, lowered its full-year growth expectations in October, with Chief Financial Officer Zach Kirkhorn saying the company expected to finish the year just shy of its original 2022 goal of increasing deliveries by 50%. The company delivered around 936,000 vehicles to customers in 2021. It would need to hand over more than 1.4 million this year to achieve its original target.</p><p>Mr. Musk said this month, &#34;There is stormy weather ahead, but then there is going to be sunshine thereafter.&#34;</p><p><img src=\"https://static.tigerbbs.com/e20e20daa18faf6c61fdad17821b2d17\" tg-width=\"728\" tg-height=\"431\" width=\"100%\" height=\"auto\"/></p><h2>More alternatives</h2><p>Drivers shopping for an electric vehicle have more options to choose from. Tesla continues to dominate in the U.S., but rivals such as Ford Motor Co. and Rivian Automotive Inc. are gaining traction.</p><p><img src=\"https://static.tigerbbs.com/74ba3b323d4b35278f35f7e5d08c8740\" tg-width=\"713\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p>In China, Warren Buffett-backed BYD Co. is widening its lead over Tesla.</p><p><img src=\"https://static.tigerbbs.com/b081e3c6220c4d797c805d016c89aaca\" tg-width=\"714\" tg-height=\"427\" width=\"100%\" height=\"auto\"/></p><h2>Selling spree</h2><p>Mr. Musk has sold more than $39 billion of Tesla stock since the company&#39;s market capitalization peaked. He has pointed to his Twitter involvement in explaining some of those sales. The billionaire bought the social-media company in a deal valued at $44 billion in October, with Twitter taking on roughly $13 billion in debt in the process. He said he wouldn&#39;t sell more Tesla shares through next year.</p><p>Mr. Musk&#39;s sales have rankled investors, some of whom have called on the company to repurchase its own shares for the first time. Mr. Musk said in October that a meaningful buyback was likely, floating the idea of repurchasing $5 billion to $10 billion of shares in 2023. He more recently cautioned that it would be unwise to buy back shares and then end up in a severe recession.</p><p><img src=\"https://static.tigerbbs.com/fb3f853d3087fadff503ffce72485db1\" tg-width=\"711\" tg-height=\"469\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4555":"新能源车","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4508":"社交媒体","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","TWTR":"Twitter","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4574":"无人驾驶","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4581":"高盛持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4516":"特朗普概念","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294415577","content_text":"Tesla Inc. is on pace for its worst annual stock performance on record as investors bristle at Elon Musk's Twitter Inc. ownership, as well as declining demand for the car company's electric vehicles and slumps in the broader market in a higher interest rate environment.Tesla's share slide marks a sharp reversal for the world's most valuable car company. The electric-vehicle maker had been one of the auto industry's biggest winners during the early 2020s, a period plagued by chip shortages, snarled global supply chains and shutdowns related to Covid-19.The company has lost roughly 70% of its value since the stock hit an all-time high in November 2021. Global economic uncertainty is deepening, and consumers have a growing array of other electric vehicles to choose from, prompting concern on Wall Street that Tesla might need to sacrifice its level of profitability to maintain its pace of growth.Tesla's stock-price decline has outpaced that of the broader market, as well as many of its rivals, though some electric-vehicle startups have fared worse.Riding highTesla entered 2022 from a position of strength, buoyed by better-than-expected results throughout the Covid-19 pandemic and strong vehicle pricing.The company has delivered more than a dozen consecutive profitable quarters, helping the electric-vehicle maker that once had a record of being starved for cash in building up a roughly $20 billion cushion, rivaling that of some legacy car manufacturers.Wall Street jittersWall Street tempered its expectations for Tesla's growth this year after an extended Covid-related shutdown of the company's largest assembly plant, located in Shanghai.Now rising interest rates and global economic uncertainty have stoked concern that demand for new vehicles might be weakening.Readily availableAs recently as earlier this year, customers faced monthslong waits for many Tesla models. No longer.Tesla cut prices in China this fall and is offering various incentives to move cars off the lot and into customers' driveways before the new year. In the U.S., Tesla is offering buyers of certain EVs a $7,500 credit and 10,000 miles of free fast-charging if they agree to take delivery this month.Lowered expectationsTesla, which didn't respond to a request for comment, lowered its full-year growth expectations in October, with Chief Financial Officer Zach Kirkhorn saying the company expected to finish the year just shy of its original 2022 goal of increasing deliveries by 50%. The company delivered around 936,000 vehicles to customers in 2021. It would need to hand over more than 1.4 million this year to achieve its original target.Mr. Musk said this month, \"There is stormy weather ahead, but then there is going to be sunshine thereafter.\"More alternativesDrivers shopping for an electric vehicle have more options to choose from. Tesla continues to dominate in the U.S., but rivals such as Ford Motor Co. and Rivian Automotive Inc. are gaining traction.In China, Warren Buffett-backed BYD Co. is widening its lead over Tesla.Selling spreeMr. Musk has sold more than $39 billion of Tesla stock since the company's market capitalization peaked. He has pointed to his Twitter involvement in explaining some of those sales. The billionaire bought the social-media company in a deal valued at $44 billion in October, with Twitter taking on roughly $13 billion in debt in the process. He said he wouldn't sell more Tesla shares through next year.Mr. Musk's sales have rankled investors, some of whom have called on the company to repurchase its own shares for the first time. Mr. Musk said in October that a meaningful buyback was likely, floating the idea of repurchasing $5 billion to $10 billion of shares in 2023. He more recently cautioned that it would be unwise to buy back shares and then end up in a severe recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925190854,"gmtCreate":1671943163978,"gmtModify":1676538614057,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925190854","repostId":"1147953116","repostType":4,"repost":{"id":"1147953116","kind":"news","pubTimestamp":1671940781,"share":"https://ttm.financial/m/news/1147953116?lang=&edition=fundamental","pubTime":"2022-12-25 11:59","market":"us","language":"en","title":"Undeterred By Tesla's Woes, Cathie Wood Loaded Up $10.6M In EV Stock This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1147953116","media":"Benzinga","summary":"ZINGER KEY POINTSTesla stock has lost about 65% year-to-date.Fourth-quarter deliveries data due in e","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Tesla stock has lost about 65% year-to-date.</li><li>Fourth-quarter deliveries data due in early January could offer more directional cues for the stock.</li></ul><p><b>Tesla, Inc.</b> stock sell-off did not deter at least one of the electric vehicle maker’s staunchest supporters, who went on to amass the stock.</p><p><b>What Happened:</b> <b>Cathie Wood</b>-run <b>Ark Invest’sArk Innovation ETF</b> bought 20,458 Tesla shares on Friday, the firm’s daily trade disclosure showed. The purchase is valued at $2.52 million, based on Friday’s closing price of $123.15.</p><p>Ark has been on a Tesla buying spree as it added the stock in all but one session of the week.</p><p>Ark&#39;s Tesla purchases during the week are as follows:</p><ul><li>Monday: 27,494 shares, valued at $4.1 million</li><li>Tuesday: 19,125 shares, valued at $2.64 million</li><li>Wednesday: 9,952 shares, valued at $1.37 million</li><li>Friday: 20,458 shares, valued at $2.52 million</li></ul><p>The cumulative purchases totaled 77,092 shares at an estimated value of $10.63 million. Tesla shares have been on a free fall this year, dragged by multiple factors, including demand slowdown, worries concerning CEO <b>Elon Musk’s</b> divided attention for Teslaamid his Twitter buy and his stock sales.</p><p><b>Ark’s Other Buys:</b> ARKK also added 6,786 shares of <b>Roku, Inc.</b>, which happens to be the fund’s fourth-highest holding on Friday. The purchase is valued at $280,601, based on the stock’s latest closing price of $41.35.</p><p>The <b>Ark Fintech Innovation ETF</b> bought 5,000 shares of cryptocurrency exchange <b>Coinbase Global, Inc.</b>, valued at $177,450, and 37,034 shares of<b>Roblox Corp.</b>, valued at $990,659.</p><p>Tesla closed Friday’s session down 1.76% at $123.15 and ARKK retreated 1.99% before closing at $30.97.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Undeterred By Tesla's Woes, Cathie Wood Loaded Up $10.6M In EV Stock This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUndeterred By Tesla's Woes, Cathie Wood Loaded Up $10.6M In EV Stock This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-25 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/12/30194702/undeterred-by-teslas-woes-cathie-wood-loaded-up-10-6m-in-ev-stock-this-week><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSTesla stock has lost about 65% year-to-date.Fourth-quarter deliveries data due in early January could offer more directional cues for the stock.Tesla, Inc. stock sell-off did not ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/12/30194702/undeterred-by-teslas-woes-cathie-wood-loaded-up-10-6m-in-ev-stock-this-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/12/30194702/undeterred-by-teslas-woes-cathie-wood-loaded-up-10-6m-in-ev-stock-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147953116","content_text":"ZINGER KEY POINTSTesla stock has lost about 65% year-to-date.Fourth-quarter deliveries data due in early January could offer more directional cues for the stock.Tesla, Inc. stock sell-off did not deter at least one of the electric vehicle maker’s staunchest supporters, who went on to amass the stock.What Happened: Cathie Wood-run Ark Invest’sArk Innovation ETF bought 20,458 Tesla shares on Friday, the firm’s daily trade disclosure showed. The purchase is valued at $2.52 million, based on Friday’s closing price of $123.15.Ark has been on a Tesla buying spree as it added the stock in all but one session of the week.Ark's Tesla purchases during the week are as follows:Monday: 27,494 shares, valued at $4.1 millionTuesday: 19,125 shares, valued at $2.64 millionWednesday: 9,952 shares, valued at $1.37 millionFriday: 20,458 shares, valued at $2.52 millionThe cumulative purchases totaled 77,092 shares at an estimated value of $10.63 million. Tesla shares have been on a free fall this year, dragged by multiple factors, including demand slowdown, worries concerning CEO Elon Musk’s divided attention for Teslaamid his Twitter buy and his stock sales.Ark’s Other Buys: ARKK also added 6,786 shares of Roku, Inc., which happens to be the fund’s fourth-highest holding on Friday. The purchase is valued at $280,601, based on the stock’s latest closing price of $41.35.The Ark Fintech Innovation ETF bought 5,000 shares of cryptocurrency exchange Coinbase Global, Inc., valued at $177,450, and 37,034 shares ofRoblox Corp., valued at $990,659.Tesla closed Friday’s session down 1.76% at $123.15 and ARKK retreated 1.99% before closing at $30.97.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922770896,"gmtCreate":1671853262915,"gmtModify":1676538603964,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"looks exciting!&nbsp;","listText":"looks exciting!&nbsp;","text":"looks exciting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922770896","repostId":"2293141590","repostType":4,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922204102,"gmtCreate":1671767462206,"gmtModify":1676538590298,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"good read","listText":"good read","text":"good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922204102","repostId":"2293532832","repostType":2,"repost":{"id":"2293532832","kind":"highlight","pubTimestamp":1671761412,"share":"https://ttm.financial/m/news/2293532832?lang=&edition=fundamental","pubTime":"2022-12-23 10:10","market":"us","language":"en","title":"Why Palantir, Snowflake, and Datadog Plunged on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2293532832","media":"Motley Fool","summary":"It was a bad day for high-growth tech stocks as interest rate fears reared their ugly head again.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of popular software stocks <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, and <a href=\"https://laohu8.com/S/DDOG\">Datadog</a> plunged today, falling 2.77%, 4.35%, and 5.47%, respectively.</p><p>While the tech-heavy Nasdaq was also down a big 3.3% on the day at that time, these high-growth software-as-a-service (SaaS) stocks fell by even more. That has been a constant theme through 2022, as the Federal Reserve&#39;s unprecedented interest rate-hiking cycle has decimated expensive, unprofitable growth stocks -- even if they are posting solid top-line growth.</p><p>Thursday saw the release of some GDP data that pointed to continued rate increases, dashing hopes of investors who had thought the inflation monster had been slayed. These three names were just a few of the many victims in the tech space.</p><h2>So what</h2><p>In another episode of &#34;good news is bad news&#34; in this market, today the government&#39;s Bureau of Economic Analysis released its third revision of third-quarter U.S. gross domestic product. In that revision, the BEA revised third-quarter GDP up to 3.2% growth, up from its prior estimate of 2.9%.</p><p>Current revisions incorporate more data, meaning the economy was stronger than expected last summer. In addition, the past week&#39;s jobless claims rose slightly to 216,000, up 2,000 from last week, which is still pointing to a very tight labor market.</p><p>In a normal world, stronger GDP and plentiful jobs would be a good thing, but not when the Federal Reserve is trying to tame inflation, especially wage inflation. The strong economic and jobs numbers therefore indicate the Fed may have to go further in hiking the federal funds rate, whereas many had thought that the better-than-expected inflation numbers from October and November would engender a &#34;pause&#34; from Fed officials.</p><p>Rising interest rates are especially bad for high-growth software stocks that will see the bulk of their earnings far out into the future, since higher rates discount the present value of future earnings. The farther away those profits are, the less they are worth in today&#39;s terms, when interest rates are high. This is why these high-quality growth names move so much on any given day, depending on economic data and speeches by Fed officials.</p><p>To illustrate this point, yesterday, Palantir rose with the market, despite Wolfe Research analyst Alex Zukin downgrading the stock to &#34;underperform&#34; and putting a $4.50 price target on this $6.20 stock. Zukin noted the expensive, time-consuming integration needed to run Palantir&#39;s software as a headwind, while also noting the &#34;lumpiness&#34; of large government contracts as limiting visibility.</p><p>Yet today, when inflation and rate fears kicked in, Palantir sold off hard, despite <b>Bank of America</b> analysts defending the stock, calling the sell-off &#34;overdone&#34; and putting a $14 price target on the beaten-down software name. Bank of America actually likes Palantir&#39;s strong, entrenched standing with defense contractors, even if those revenues come in unevenly, while also noting Palantir&#39;s strong cash position, which in and of itself amounts to about $1 per share.</p><h2>Now what</h2><p>It may be frustrating that these stocks are so vulnerable to the minutiae of macroeconomic data, interest rates, and what any random Federal Reserve governor might say on any given day; however, this is the market in 2022.</p><p>Long-term investors should look at the bright side: This rate-driven market sell-off may be opening up long-term buying opportunities. For instance, Snowflake is nearly back down to its IPO price of $120, which is the price at which Warren Buffett&#39;s <b>Berkshire Hathaway</b> bought shares on the IPO.</p><p>Along with Snowflake, Datadog is also seen as a leader and winner in the software observability space. Datadog is also operating close to GAAP profitability while maintaining high growth rates.</p><p>Still, I wouldn&#39;t classify either stock as &#34;cheap,&#34; as Datadog and Snowflake still trade at very high multiples of sales. Yet investors should at least be making a list of the best-in-class growth stocks that are performing well but which have nonetheless been decimated by this rate-driven market.</p><p>Interested investors should try to figure out the intrinsic value of these stocks based on a discounted cash flow model. If these names fall far enough and reach your price target, you should be ready to pounce in the new year, as we seem to be getting toward the latter stages of this rate-hiking cycle.</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>Why Palantir, Snowflake, and Datadog Plunged on Thursday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Palantir, Snowflake, and Datadog Plunged on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/22/why-palantir-snowflake-and-datadog-plunged-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of popular software stocks Palantir, Snowflake, and Datadog plunged today, falling 2.77%, 4.35%, and 5.47%, respectively.While the tech-heavy Nasdaq was also down a big 3.3% on the...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/22/why-palantir-snowflake-and-datadog-plunged-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","PLTR":"Palantir Technologies Inc.","SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/12/22/why-palantir-snowflake-and-datadog-plunged-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293532832","content_text":"What happenedShares of popular software stocks Palantir, Snowflake, and Datadog plunged today, falling 2.77%, 4.35%, and 5.47%, respectively.While the tech-heavy Nasdaq was also down a big 3.3% on the day at that time, these high-growth software-as-a-service (SaaS) stocks fell by even more. That has been a constant theme through 2022, as the Federal Reserve's unprecedented interest rate-hiking cycle has decimated expensive, unprofitable growth stocks -- even if they are posting solid top-line growth.Thursday saw the release of some GDP data that pointed to continued rate increases, dashing hopes of investors who had thought the inflation monster had been slayed. These three names were just a few of the many victims in the tech space.So whatIn another episode of \"good news is bad news\" in this market, today the government's Bureau of Economic Analysis released its third revision of third-quarter U.S. gross domestic product. In that revision, the BEA revised third-quarter GDP up to 3.2% growth, up from its prior estimate of 2.9%.Current revisions incorporate more data, meaning the economy was stronger than expected last summer. In addition, the past week's jobless claims rose slightly to 216,000, up 2,000 from last week, which is still pointing to a very tight labor market.In a normal world, stronger GDP and plentiful jobs would be a good thing, but not when the Federal Reserve is trying to tame inflation, especially wage inflation. The strong economic and jobs numbers therefore indicate the Fed may have to go further in hiking the federal funds rate, whereas many had thought that the better-than-expected inflation numbers from October and November would engender a \"pause\" from Fed officials.Rising interest rates are especially bad for high-growth software stocks that will see the bulk of their earnings far out into the future, since higher rates discount the present value of future earnings. The farther away those profits are, the less they are worth in today's terms, when interest rates are high. This is why these high-quality growth names move so much on any given day, depending on economic data and speeches by Fed officials.To illustrate this point, yesterday, Palantir rose with the market, despite Wolfe Research analyst Alex Zukin downgrading the stock to \"underperform\" and putting a $4.50 price target on this $6.20 stock. Zukin noted the expensive, time-consuming integration needed to run Palantir's software as a headwind, while also noting the \"lumpiness\" of large government contracts as limiting visibility.Yet today, when inflation and rate fears kicked in, Palantir sold off hard, despite Bank of America analysts defending the stock, calling the sell-off \"overdone\" and putting a $14 price target on the beaten-down software name. Bank of America actually likes Palantir's strong, entrenched standing with defense contractors, even if those revenues come in unevenly, while also noting Palantir's strong cash position, which in and of itself amounts to about $1 per share.Now whatIt may be frustrating that these stocks are so vulnerable to the minutiae of macroeconomic data, interest rates, and what any random Federal Reserve governor might say on any given day; however, this is the market in 2022.Long-term investors should look at the bright side: This rate-driven market sell-off may be opening up long-term buying opportunities. For instance, Snowflake is nearly back down to its IPO price of $120, which is the price at which Warren Buffett's Berkshire Hathaway bought shares on the IPO.Along with Snowflake, Datadog is also seen as a leader and winner in the software observability space. Datadog is also operating close to GAAP profitability while maintaining high growth rates.Still, I wouldn't classify either stock as \"cheap,\" as Datadog and Snowflake still trade at very high multiples of sales. Yet investors should at least be making a list of the best-in-class growth stocks that are performing well but which have nonetheless been decimated by this rate-driven market.Interested investors should try to figure out the intrinsic value of these stocks based on a discounted cash flow model. If these names fall far enough and reach your price target, you should be ready to pounce in the new year, as we seem to be getting toward the latter stages of this rate-hiking cycle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923859251,"gmtCreate":1670831172074,"gmtModify":1676538442272,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923859251","repostId":"1128189234","repostType":4,"repost":{"id":"1128189234","kind":"news","pubTimestamp":1670829091,"share":"https://ttm.financial/m/news/1128189234?lang=&edition=fundamental","pubTime":"2022-12-12 15:11","market":"hk","language":"en","title":"Tycoon Richard Li Said to Weigh $200 Million Investment in FWD","url":"https://stock-news.laohu8.com/highlight/detail?id=1128189234","media":"Bloomberg","summary":"Investment would help fund expansion plans at FWD next yearFWD has drawn interest from other investo","content":"<html><head></head><body><ul><li>Investment would help fund expansion plans at FWD next year</li><li>FWD has drawn interest from other investors ahead of its IPO</li></ul><p>Hong Kong billionaire Richard Li is weighing investing about $200 million in his insurance company FWD Group Holdings Ltd. as part of a funding round, people familiar with the matter said.</p><p>An investment would help support the insurer’s growth plans ahead of a long-awaited Hong Kong initial public offering, which could take place as soon as 2023, the people said. Other investors have also shown early interest in a fundraising for FWD ahead of its listing, the people said.</p><p>Terms of the funding round are still under consideration and details such as the size could change, the people said, asking not to be identified because the matter is private.</p><p>A representative for FWD declined to comment.</p><p>FWD refiled an application for a Hong Kong IPO in September against a backdrop of market volatility, giving the firm more time to prepare for the first-time share sale. It could seek to raise about $1 billion from the IPO, Bloomberg News has reported.</p><p>The insurer’s value of new business rose 24.6% year over year to $405 million in the first half of 2022, on a constant exchange rate basis, the company said at the time. While FWD reported an adjusted loss of $333 million for the six months ended June 30, its operating profit before tax jumped about 111% to $200 million from the same period in 2021.</p><p>FWD a year agoraisedmore than $1.6 billion in private placements with investors including an insurer backed by Apollo Global Management Inc. The placements were set to value the company at about $9 billion, which would imply about 1.2 to 1.3 times its embedded value, people familiar with the matter said at the time.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tycoon Richard Li Said to Weigh $200 Million Investment in FWD</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\">\nTycoon Richard Li Said to Weigh $200 Million Investment in FWD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 15:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-12/tycoon-richard-li-said-to-weigh-200-million-investment-in-fwd?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment would help fund expansion plans at FWD next yearFWD has drawn interest from other investors ahead of its IPOHong Kong billionaire Richard Li is weighing investing about $200 million in his ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-12/tycoon-richard-li-said-to-weigh-200-million-investment-in-fwd?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-12-12/tycoon-richard-li-said-to-weigh-200-million-investment-in-fwd?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128189234","content_text":"Investment would help fund expansion plans at FWD next yearFWD has drawn interest from other investors ahead of its IPOHong Kong billionaire Richard Li is weighing investing about $200 million in his insurance company FWD Group Holdings Ltd. as part of a funding round, people familiar with the matter said.An investment would help support the insurer’s growth plans ahead of a long-awaited Hong Kong initial public offering, which could take place as soon as 2023, the people said. Other investors have also shown early interest in a fundraising for FWD ahead of its listing, the people said.Terms of the funding round are still under consideration and details such as the size could change, the people said, asking not to be identified because the matter is private.A representative for FWD declined to comment.FWD refiled an application for a Hong Kong IPO in September against a backdrop of market volatility, giving the firm more time to prepare for the first-time share sale. It could seek to raise about $1 billion from the IPO, Bloomberg News has reported.The insurer’s value of new business rose 24.6% year over year to $405 million in the first half of 2022, on a constant exchange rate basis, the company said at the time. While FWD reported an adjusted loss of $333 million for the six months ended June 30, its operating profit before tax jumped about 111% to $200 million from the same period in 2021.FWD a year agoraisedmore than $1.6 billion in private placements with investors including an insurer backed by Apollo Global Management Inc. The placements were set to value the company at about $9 billion, which would imply about 1.2 to 1.3 times its embedded value, people familiar with the matter said at the time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923859841,"gmtCreate":1670831148583,"gmtModify":1676538442269,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923859841","repostId":"2290213131","repostType":2,"repost":{"id":"2290213131","kind":"highlight","pubTimestamp":1670824415,"share":"https://ttm.financial/m/news/2290213131?lang=&edition=fundamental","pubTime":"2022-12-12 13:53","market":"us","language":"en","title":"Microsoft, Visa, Lam Research and 13 Oher Stocks That Can Survive a Triple Whammy","url":"https://stock-news.laohu8.com/highlight/detail?id=2290213131","media":"Barron's","summary":"Investors are looking ahead to 2023—and with a cautious eye. Inflation is still mighty high and comi","content":"<html><head></head><body><p>Investors are looking ahead to 2023—and with a cautious eye. Inflation is still mighty high and coming down exceedingly slowly, despite signs that it has peaked. Interest rates are climbing, and Fed officials promise to hold them steady for some time. The result could be a recession, which seems to be everyone’s base case for 2023. It’s a tough setup, but it doesn’t mean investors can’t find stocks that can withstand the trifecta of macro complications.</p><p>It isn’t easy, however. Oil and gas shares may make good inflation hedges, and their issuers have much cleaner balance sheets after a year of ample cash flows. But a recession will hit demand for energy—with oil down 42% from its 2022 high, the anticipation may already have—and their results may suffer. Grocery stores can withstand a recession and tend to have low leverage, but thin profit margins mean that rising costs can take a bite out of profits. Software stocks may have ample growth, but there are signs of a peak in enterprise spending, and higher rates have caused fast-growing but low-profit companies to fall out of favor.</p><p>To find companies resistant to inflation, recession, and rate hikes, we focused on those with low debt, strong profitability, and steady growth. Ratios of net-debt to Ebitda—short for earnings before interest, taxes, depreciation, and amortization—below two signal solid balance sheets and lower interest-rate sensitivity. Companies with operating profit margins of at least 30% should have the pricing power to weather inflation.</p><h2>2023-Proof Stocks</h2><p>These 16 stocks screen favorably for resistance to inflation, recession, and rising interest rates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef62ca4a0b72aec2898aa801f970d803\" tg-width=\"934\" tg-height=\"1192\" width=\"100%\" height=\"auto\"/><span>Source: Bloomberg</span></p><p>Finally, to make the cut, companies need consistent earnings gains. Those whose year-over-year earnings growth has a standard deviation—a statistical measure of average variability—of less than 10 percentage points over the past 12 quarters should fit the bill.</p><p>That period included a pandemic-induced shutdown of the economy, a rapid rebound, and a year of tightening monetary policy and decelerating economic growth. If companies’ annual earnings-per-share growth was within a tight range for all 12 of those periods, there’s a good chance they’ll be able to generate more consistent profit growth through a 2023 recession than the overall market.</p><p>Our screen yielded 16 names in the S&amp;P 500,including credit-rating firm Moody’s(ticker: MCO), payroll processor Paychex(PAYX), trucking firm Old Dominion Freight Line(ODFL), animal healthcare company Zoetis(ZTS), semiconductor company Texas Instruments(TXN), and asset manager BlackRock (BLK).</p><p>Payments giants Visa(V) and Mastercard(MA) both passed the screen. They’ve got minimal debt and some of the widest profit margins in the S&amp;P 500. And their business models have built-in inflation protection: Swipe fees are a percentage of each transaction, so as prices rise, so do Visa and Mastercard’s sales. Visa was a recent <i>Barron’s</i> stock pickfor those very reasons.</p><p>Microsoft(MSFT), which also made the cut, has more cash than debt on its balance sheet and has been a consistent profit grower through the past few years thanks to increasing demand for several of its businesses: cloud computing, videogames, and office and productivity software.</p><p>Few of these stocks are cheap, however. Lam Research(LRCX), at less than 15 times 2023 earnings, is the least expensive of the group, while cigarette maker Philip Morris International(PM) and broker Charles Schwab(SCHW) are the only other stocks passing the screen that trade for below the S&amp;P 500’s average valuation multiple. Investors need to pay up if they want quality.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, Visa, Lam Research and 13 Oher Stocks That Can Survive a Triple Whammy</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\">\nMicrosoft, Visa, Lam Research and 13 Oher Stocks That Can Survive a Triple Whammy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/visamastercard-microsoft-lam-research-stock-screen-51670635706?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are looking ahead to 2023—and with a cautious eye. Inflation is still mighty high and coming down exceedingly slowly, despite signs that it has peaked. Interest rates are climbing, and Fed ...</p>\n\n<a href=\"https://www.barrons.com/articles/visamastercard-microsoft-lam-research-stock-screen-51670635706?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","SCHW":"嘉信理财","MCO":"穆迪","ANET":"Arista Networks, Inc.","ODFL":"Old Dominion Freight Line","MA":"万事达","MPWR":"Monolithic Power Systems","LRCX":"拉姆研究","PM":"菲利普莫里斯","ZTS":"Zoetis Inc.","PAYX":"沛齐","CPRT":"科帕特","MSFT":"微软","TXN":"德州仪器","MKTX":"MarketAxess Holdings"},"source_url":"https://www.barrons.com/articles/visamastercard-microsoft-lam-research-stock-screen-51670635706?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290213131","content_text":"Investors are looking ahead to 2023—and with a cautious eye. Inflation is still mighty high and coming down exceedingly slowly, despite signs that it has peaked. Interest rates are climbing, and Fed officials promise to hold them steady for some time. The result could be a recession, which seems to be everyone’s base case for 2023. It’s a tough setup, but it doesn’t mean investors can’t find stocks that can withstand the trifecta of macro complications.It isn’t easy, however. Oil and gas shares may make good inflation hedges, and their issuers have much cleaner balance sheets after a year of ample cash flows. But a recession will hit demand for energy—with oil down 42% from its 2022 high, the anticipation may already have—and their results may suffer. Grocery stores can withstand a recession and tend to have low leverage, but thin profit margins mean that rising costs can take a bite out of profits. Software stocks may have ample growth, but there are signs of a peak in enterprise spending, and higher rates have caused fast-growing but low-profit companies to fall out of favor.To find companies resistant to inflation, recession, and rate hikes, we focused on those with low debt, strong profitability, and steady growth. Ratios of net-debt to Ebitda—short for earnings before interest, taxes, depreciation, and amortization—below two signal solid balance sheets and lower interest-rate sensitivity. Companies with operating profit margins of at least 30% should have the pricing power to weather inflation.2023-Proof StocksThese 16 stocks screen favorably for resistance to inflation, recession, and rising interest rates.Source: BloombergFinally, to make the cut, companies need consistent earnings gains. Those whose year-over-year earnings growth has a standard deviation—a statistical measure of average variability—of less than 10 percentage points over the past 12 quarters should fit the bill.That period included a pandemic-induced shutdown of the economy, a rapid rebound, and a year of tightening monetary policy and decelerating economic growth. If companies’ annual earnings-per-share growth was within a tight range for all 12 of those periods, there’s a good chance they’ll be able to generate more consistent profit growth through a 2023 recession than the overall market.Our screen yielded 16 names in the S&P 500,including credit-rating firm Moody’s(ticker: MCO), payroll processor Paychex(PAYX), trucking firm Old Dominion Freight Line(ODFL), animal healthcare company Zoetis(ZTS), semiconductor company Texas Instruments(TXN), and asset manager BlackRock (BLK).Payments giants Visa(V) and Mastercard(MA) both passed the screen. They’ve got minimal debt and some of the widest profit margins in the S&P 500. And their business models have built-in inflation protection: Swipe fees are a percentage of each transaction, so as prices rise, so do Visa and Mastercard’s sales. Visa was a recent Barron’s stock pickfor those very reasons.Microsoft(MSFT), which also made the cut, has more cash than debt on its balance sheet and has been a consistent profit grower through the past few years thanks to increasing demand for several of its businesses: cloud computing, videogames, and office and productivity software.Few of these stocks are cheap, however. Lam Research(LRCX), at less than 15 times 2023 earnings, is the least expensive of the group, while cigarette maker Philip Morris International(PM) and broker Charles Schwab(SCHW) are the only other stocks passing the screen that trade for below the S&P 500’s average valuation multiple. Investors need to pay up if they want quality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923346060,"gmtCreate":1670804824050,"gmtModify":1676538435685,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"amazon!&nbsp;","listText":"amazon!&nbsp;","text":"amazon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923346060","repostId":"2290238146","repostType":4,"repost":{"id":"2290238146","kind":"highlight","pubTimestamp":1670638098,"share":"https://ttm.financial/m/news/2290238146?lang=&edition=fundamental","pubTime":"2022-12-10 10:08","market":"us","language":"en","title":"Better Buy: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2290238146","media":"Motley Fool","summary":"These two giants have one area where they compete against each other.","content":"<html><head></head><body><p>Two of the largest companies globally are <b>Microsoft</b> and <b>Amazon</b>. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.</p><p>Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let&#39;s find out.</p><h2>A common offering is the future for both</h2><p>These two businesses hardly needs an introduction. Amazon&#39;s e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft&#39;s Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.</p><p>However, the most important segment for both companies&#39; future may well be cloud computing. Microsoft&#39;s Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.</p><table border=\"1\"><tbody><tr><th>Company</th><th>Rank</th><th>Market Share</th></tr><tr><td><b>Amazon</b></td><td>1st</td><td>34%</td></tr><tr><td><b>Microsoft</b></td><td>2nd</td><td>21%</td></tr><tr><td><b>Alphabet </b>(Google Cloud)</td><td>3rd</td><td>11%</td></tr></tbody></table><p>Data source: Synergy Research Group.</p><p>That&#39;s a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.</p><p>Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That&#39;s impressive considering that Amazon&#39;s trailing-12-month revenue was $502 billion and Microsoft&#39;s was $203 billion. It&#39;s an opportunity for massive growth apart from their other businesses.</p><p>Looking at it another way, that $336 billion would be more than double Microsoft&#39;s non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon&#39;s AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft&#39;s revenue.</p><p>However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it&#39;s Amazon&#39;s only profitable segment right now.</p><p>At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft&#39;s favor.</p><h2>Amazon is the better value</h2><p>However, stock valuation also has a role to play. Amazon isn&#39;t profitable, while Microsoft is, so comparing earnings or free cash flow isn&#39;t going to yield a helpful comparison. Plus, Amazon&#39;s commerce business is inherently low margin, even when profitable. So a direct comparison isn&#39;t possible. However, we can value each company in its own way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11b2c6b09932649414501fa819d125f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>MSFT PS Ratio data by YCharts</span></p><p>Microsoft&#39;s price-to-earnings ratio of 27.5 is rich although not quite as expensive as it&#39;s been over the past couple of years. Microsoft&#39;s execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.</p><p>Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as <b>Walmart</b>), you&#39;d get a valuation like this below.</p><table border=\"1\"><tbody><tr><th>Amazon Segment</th><th>Trailing-12-Month Revenue</th><th>Segment Price-to-Sales Ratio</th><th>Segment Market Cap</th></tr><tr><td>AWS</td><td>$76.5 billion</td><td>9.4</td><td>$719.1 billion</td></tr><tr><td>Commerce</td><td>$425.7 billion</td><td>0.7</td><td>$298.0 billion</td></tr></tbody></table><p>Data source: Amazon and YCharts.</p><p>Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.</p><p>Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There&#39;s a lot of uncertainty with Amazon&#39;s commerce business, and so that gives Microsoft the edge.</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>Better Buy: Microsoft vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290238146","content_text":"Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let's find out.A common offering is the future for bothThese two businesses hardly needs an introduction. Amazon's e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft's Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.However, the most important segment for both companies' future may well be cloud computing. Microsoft's Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.CompanyRankMarket ShareAmazon1st34%Microsoft2nd21%Alphabet (Google Cloud)3rd11%Data source: Synergy Research Group.That's a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That's impressive considering that Amazon's trailing-12-month revenue was $502 billion and Microsoft's was $203 billion. It's an opportunity for massive growth apart from their other businesses.Looking at it another way, that $336 billion would be more than double Microsoft's non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon's AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft's revenue.However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it's Amazon's only profitable segment right now.At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft's favor.Amazon is the better valueHowever, stock valuation also has a role to play. Amazon isn't profitable, while Microsoft is, so comparing earnings or free cash flow isn't going to yield a helpful comparison. Plus, Amazon's commerce business is inherently low margin, even when profitable. So a direct comparison isn't possible. However, we can value each company in its own way.MSFT PS Ratio data by YChartsMicrosoft's price-to-earnings ratio of 27.5 is rich although not quite as expensive as it's been over the past couple of years. Microsoft's execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as Walmart), you'd get a valuation like this below.Amazon SegmentTrailing-12-Month RevenueSegment Price-to-Sales RatioSegment Market CapAWS$76.5 billion9.4$719.1 billionCommerce$425.7 billion0.7$298.0 billionData source: Amazon and YCharts.Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There's a lot of uncertainty with Amazon's commerce business, and so that gives Microsoft the edge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917348056,"gmtCreate":1665446506475,"gmtModify":1676537606524,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"hhmm...not sure when i will be on another cruise.&nbsp;","listText":"hhmm...not sure when i will be on another cruise.&nbsp;","text":"hhmm...not sure when i will be on another cruise.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917348056","repostId":"2273344163","repostType":2,"repost":{"id":"2273344163","kind":"highlight","pubTimestamp":1665240513,"share":"https://ttm.financial/m/news/2273344163?lang=&edition=fundamental","pubTime":"2022-10-08 22:48","market":"sg","language":"en","title":"Norwegian Drops Drink Package Edge it Held Over Royal Caribbean, Carnival","url":"https://stock-news.laohu8.com/highlight/detail?id=2273344163","media":"TheStreet","summary":"While cruises offer an all-inclusive vacation experience, the \"all\" part does not include drinks on ","content":"<html><body><div><p>While cruises offer an all-inclusive vacation experience, the \"all\" part does not include drinks on most Royal Caribbean International <span> (<strong>RCL</strong>) </span>, Carnival Cruise Line <span> (<strong>CCL</strong>) </span>, and Norwegian Cruise Line <span> (<strong>NCLH</strong>) </span> cruises. Your basic cruise fare includes meals in a variety of restaurants, but if you want anything other than very basic drinks (water, milk, coffee, tea, and some not-juice juices) you end up paying extra,</p><p>You can pay as you go on an a la carte basis, but many customers opt for an all-inclusive drink package which means something different on each cruise line.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-215afc7fda1b4b3fbec682a55e3ea36b\",\"visClasses\":[\"not-size-b\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-0\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[320,50],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":320,\"height\":50},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"A\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"id\":\"ad-215afc7fda1b4b3fbec682a55e3ea36b\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><p>Carnival's Cheers! all-you-can drink package recently had its price go up to $59.95  per person, per day plus 18% service charge if you purchase before your cruise. Passengers who wait to make the purchase onboard will pay $64.95 per person, per day plus 18% service charge. Carnival also places a 15-drink limit on passengers when it comes to alcoholic beverage.</p><p>Royal Caribbean's Deluxe Beverage Package comes with all the alcohol you can safely consume (there is no limit, but visibly impaired passengers won't be served), but it has no fixed price. What you pay per day can vary from under $60 to around $100 per day depending upon the length of your cruise and overall demand.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-b8ca92690f9b47d6a26fe99c9f25f037\",\"visClasses\":[\"not-size-a\",\"not-size-b\",\"not-size-c\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-0\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"D\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-b8ca92690f9b47d6a26fe99c9f25f037\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-2fa5c3685da747f29d556b33629181af\",\"visClasses\":[\"not-size-a\",\"not-size-b\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-0\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"C\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-2fa5c3685da747f29d556b33629181af\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-a549ae14bb2d4c83a082b7518faaa0ce\",\"visClasses\":[\"not-size-a\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-0\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],[970,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"width\":970,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"B\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"0\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-a549ae14bb2d4c83a082b7518faaa0ce\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-0eb4cfabce5843f7b7212b7da079aa8e\",\"visClasses\":[\"not-size-b\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-1\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[320,50],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":320,\"height\":50},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"A\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"id\":\"ad-0eb4cfabce5843f7b7212b7da079aa8e\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><p>Norwegian, which charges even more for its drink packages recently raised prices and now, it's doing something customers looking for a deal won't like at all.</p><div><figure itemscope=\"\" itemtype=\"http://schema.org/ImageObject\"><phoenix-picture><picture><source sizes=\"(min-width: 1240px) 700px, (min-width: 675px) 620px, calc(100vw - 40px)\" type=\"image/webp\"/><source sizes=\"(min-width: 1240px) 700px, (min-width: 675px) 620px, calc(100vw - 40px)\"/><img decoding=\"async\" height=\"1080\" itemprop=\"contentUrl url\" src=\"https://www.thestreet.com/.image/t_share/MTg4NTcyMjQ0MjMzNDMwNjQ0/carnival-cruise-bar_3.jpg\" srcset=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" width=\"1920\"/></picture><div><div><button><phoenix-icon-fallback icon=\"pinterest-pin-it\"><svg><use xlink:href=\"/assets-global/icons/svg-sprite.svg?v=2022-10-07-191635-7e72f81-029376#pinterest-pin-it\"></use></svg></phoenix-icon-fallback></button></div></div></phoenix-picture><figcaption><p itemprop=\"author\"><span>Carnival</span></p></figcaption></figure></div><h2>Norwegian Cruise Line Drops a Drink Package </h2><p>Norwegian charges the most for its drink packages and those prices have actually recently gone up. The cruise line offers the Unlimited Open Bar Package, which includes all drinks up to $15, now costs $109 per person per day (up from $99). The Premium Plus Beverage Package, which includes pretty much every drink the cruise line serves, has climbed from $128 to $138 per person per day.</p><p>The cruise line did, however, have a cheaper alternative. It offered a \"Corks and Caps\" package for $65 per passenger per day which included beer and wine, but no hard liquor. The cruise line has not made any comment on the change, but it has taken the beer and wine drinks package off of its website. </p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-62a15ea57029439db87d5711f93e3cc4\",\"visClasses\":[\"not-size-a\",\"not-size-b\",\"not-size-c\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-1\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"D\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-62a15ea57029439db87d5711f93e3cc4\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-80ba0cdd48904b5caa5bb7699418b591\",\"visClasses\":[\"not-size-a\",\"not-size-b\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-1\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"C\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-80ba0cdd48904b5caa5bb7699418b591\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><p>Norwegian does bundle drink packages with some of its cruise fares as part of its \"Free at Sea\" deals.</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"728x90\"],\"classes\":[\"is-728x90\"]},{\"sizes\":[\"970x90\"],\"classes\":[\"is-970x90\"]},{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-a014ebf3a3ef476389eb9d7d07bb6680\",\"visClasses\":[\"not-size-a\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-1\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[728,90],[970,90],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":728,\"height\":90},{\"width\":970,\"height\":90},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"B\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"1\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"list\"},\"id\":\"ad-a014ebf3a3ef476389eb9d7d07bb6680\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><h2>MSC May Offer the Best Drink Deals</h2><p>MSC, which has been trying to make inroads in the U.S. market may have the best deal when it comes to beverage packages. The cruise line actually has three separate alcoholic beverage packages:</p><aside><div><phoenix-ad config='{\"adHtml\":\"\",\"adReloaderDelay\":0,\"maxAdReloads\":5,\"adReloaderSizeCodes\":null,\"adCloseButton\":false,\"classRules\":[{\"sizes\":[\"0x0\"],\"classes\":[\"m-advertisement--fluid-card\"]}],\"localizedPhrases\":{\"advertisement_legend\":\"ADVERTISEMENT\",\"outstream_clickout\":\"Visit Website\",\"outstream_thanks\":\"Thanks for watching!\"},\"overrideOutstreamScript\":false,\"moduleClass\":\"m-in-content-ad\",\"slotId\":\"ad-9161f5d19d9e49df8519e6d6b1b4aa48\",\"visClasses\":[\"not-size-b\",\"not-size-c\",\"not-size-d\"],\"extraClasses\":null,\"zone\":\"in_content\",\"outstream\":false,\"adGroup\":\"in_content-2\",\"slotConfig\":{\"config\":{\"sizes\":[[300,250],[320,50],\"fluid\",[1,2]]},\"model\":{\"zone\":\"in_content\",\"index\":\"2\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"sizes\":[{\"width\":300,\"height\":250},{\"width\":320,\"height\":50},{\"name\":\"fluid\"},{\"width\":1,\"height\":2}],\"screenSizes\":[\"A\"],\"slotModel\":{\"zone\":\"in_content\",\"index\":\"2\",\"isOutstream\":false,\"deferLoad\":false,\"nativeCardType\":\"standard\"},\"id\":\"ad-9161f5d19d9e49df8519e6d6b1b4aa48\",\"adUnitPath\":\"/88059007/www.thestreet.com/investing\"},\"showBlockthrough\":true}'></phoenix-ad></div></aside><ul><li><strong>Easy Package:</strong> This one offers limited beer, wine, and hard liquor choices, but if you're not picky, it's unlimited and you can get well versions of most drinks</li><li><strong>Easy Plus Package:</strong> This package includes any drink up to $9 (which includes a surprising amount of drinks)</li><li><strong>Premium Extra Package:</strong> Basically, this includes anything except really fancy liquor. </li></ul><p>MSC has by far the best deal of any of the three cruise lines with the Easy Package coming in at $38 per person, per day while the Easy Plus Package costs $51 per person, per day. The Premium Extra Package, at $71 per person, per day comes in slightly higher than what you would pay for Carnival's package and in-line with the normal range for what Royal Caribbean charges (although it can be more or less depending upon your cruise).</p></div></body></html>","source":"thestreet_highlight","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>Norwegian Drops Drink Package Edge it Held Over Royal Caribbean, Carnival</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\">\nNorwegian Drops Drink Package Edge it Held Over Royal Caribbean, Carnival\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 22:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/norwegian-drops-drink-package-edge-it-held-over-royal-caribbean-carnival><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While cruises offer an all-inclusive vacation experience, the \"all\" part does not include drinks on most Royal Caribbean International  (RCL) , Carnival Cruise Line  (CCL) , and Norwegian Cruise Line ...</p>\n\n<a href=\"https://www.thestreet.com/investing/norwegian-drops-drink-package-edge-it-held-over-royal-caribbean-carnival\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4142":"酒店、度假村与豪华游轮","BK4517":"邮轮概念","CCL":"嘉年华邮轮","RGLD":"皇家黄金","BK4017":"黄金"},"source_url":"https://www.thestreet.com/investing/norwegian-drops-drink-package-edge-it-held-over-royal-caribbean-carnival","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273344163","content_text":"While cruises offer an all-inclusive vacation experience, the \"all\" part does not include drinks on most Royal Caribbean International  (RCL) , Carnival Cruise Line  (CCL) , and Norwegian Cruise Line  (NCLH)  cruises. Your basic cruise fare includes meals in a variety of restaurants, but if you want anything other than very basic drinks (water, milk, coffee, tea, and some not-juice juices) you end up paying extra,You can pay as you go on an a la carte basis, but many customers opt for an all-inclusive drink package which means something different on each cruise line.Carnival's Cheers! all-you-can drink package recently had its price go up to $59.95  per person, per day plus 18% service charge if you purchase before your cruise. Passengers who wait to make the purchase onboard will pay $64.95 per person, per day plus 18% service charge. Carnival also places a 15-drink limit on passengers when it comes to alcoholic beverage.Royal Caribbean's Deluxe Beverage Package comes with all the alcohol you can safely consume (there is no limit, but visibly impaired passengers won't be served), but it has no fixed price. What you pay per day can vary from under $60 to around $100 per day depending upon the length of your cruise and overall demand.Norwegian, which charges even more for its drink packages recently raised prices and now, it's doing something customers looking for a deal won't like at all.CarnivalNorwegian Cruise Line Drops a Drink Package Norwegian charges the most for its drink packages and those prices have actually recently gone up. The cruise line offers the Unlimited Open Bar Package, which includes all drinks up to $15, now costs $109 per person per day (up from $99). The Premium Plus Beverage Package, which includes pretty much every drink the cruise line serves, has climbed from $128 to $138 per person per day.The cruise line did, however, have a cheaper alternative. It offered a \"Corks and Caps\" package for $65 per passenger per day which included beer and wine, but no hard liquor. The cruise line has not made any comment on the change, but it has taken the beer and wine drinks package off of its website. Norwegian does bundle drink packages with some of its cruise fares as part of its \"Free at Sea\" deals.MSC May Offer the Best Drink DealsMSC, which has been trying to make inroads in the U.S. market may have the best deal when it comes to beverage packages. The cruise line actually has three separate alcoholic beverage packages:Easy Package: This one offers limited beer, wine, and hard liquor choices, but if you're not picky, it's unlimited and you can get well versions of most drinksEasy Plus Package: This package includes any drink up to $9 (which includes a surprising amount of drinks)Premium Extra Package: Basically, this includes anything except really fancy liquor. MSC has by far the best deal of any of the three cruise lines with the Easy Package coming in at $38 per person, per day while the Easy Plus Package costs $51 per person, per day. The Premium Extra Package, at $71 per person, per day comes in slightly higher than what you would pay for Carnival's package and in-line with the normal range for what Royal Caribbean charges (although it can be more or less depending upon your cruise).","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9959696667,"gmtCreate":1672966655459,"gmtModify":1676538764000,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"still hoping for good news for the market!&nbsp;","listText":"still hoping for good news for the market!&nbsp;","text":"still hoping for good news for the market!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959696667","repostId":"2301916295","repostType":4,"repost":{"id":"2301916295","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1672957833,"share":"https://ttm.financial/m/news/2301916295?lang=&edition=fundamental","pubTime":"2023-01-06 06:30","market":"us","language":"en","title":"US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening","url":"https://stock-news.laohu8.com/highlight/detail?id=2301916295","media":"Reuters","summary":"(Reuters) - Wall Street's main indexes lost more than 1% on Thursday, with Nasdaq leading the declin","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.</p><p>Thursday&#39;s ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.</p><p>On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.</p><p>&#34;It&#39;s very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.</p><p>&#34;As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,&#34; said that strategist who expects investors to be keenly focused on wage inflation in Friday&#39;s jobs report.</p><p>The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&amp;P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.</p><p>The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.</p><p>While Saglimbene noted that Bullard&#39;s comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.</p><p>Among the S&amp;P&#39;s 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday&#39;s sector losses with a 2.9% drop, with utilities came next, falling 2.2%.</p><p>The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.</p><p>On Wednesday, Wall Street&#39;s main indexes had erased some of their gains after minutes from the Fed&#39;s December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.</p><p>Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank&#39;s priority was to curb inflation through policy tightening.</p><p>Traders see rates peaking at slightly above 5% in June.</p><p>The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.</p><p>Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.</p><p>Shares in Bed Bath &amp; Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.</p><p>On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.</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>US STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening</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\">\nUS STOCKS-Wall St Drops More Than 1% With Jobs Data Feeding Fears of More Fed Tightening\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-06 06:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.</p><p>Thursday&#39;s ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.</p><p>On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.</p><p>&#34;It&#39;s very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,&#34; said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.</p><p>&#34;As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,&#34; said that strategist who expects investors to be keenly focused on wage inflation in Friday&#39;s jobs report.</p><p>The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&amp;P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.</p><p>The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.</p><p>While Saglimbene noted that Bullard&#39;s comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.</p><p>Among the S&amp;P&#39;s 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday&#39;s sector losses with a 2.9% drop, with utilities came next, falling 2.2%.</p><p>The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.</p><p>On Wednesday, Wall Street&#39;s main indexes had erased some of their gains after minutes from the Fed&#39;s December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.</p><p>Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank&#39;s priority was to curb inflation through policy tightening.</p><p>Traders see rates peaking at slightly above 5% in June.</p><p>The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.</p><p>Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.</p><p>Shares in Bed Bath &amp; Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.</p><p>On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4082":"医疗保健设备","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD",".DJI":"道琼斯","BK4527":"明星科技股","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4559":"巴菲特持仓","BK4579":"人工智能",".IXIC":"NASDAQ Composite","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC",".SPX":"S&P 500 Index","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4122":"互联网与直销零售","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4561":"索罗斯持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4196":"保健护理服务","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4128":"药品零售","BK4007":"制药","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4535":"淡马锡持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301916295","content_text":"(Reuters) - Wall Street's main indexes lost more than 1% on Thursday, with Nasdaq leading the declines, as evidence of a tight labor market eroded hopes that the Federal Reserve could pause its rating hiking cycle anytime soon as it keeps focused on inflation.Thursday's ADP National Employment report showed a higher-than-expected rise in private employment in December. Another report showed weekly jobless claims fell last week.On Wednesday, another data set showed a moderate fall in U.S. job openings. While a strong labor market would usually be welcomed as a sign of economic strength, investors currently see it as a reason for the Fed to keep interest rates high.\"It's very clear that good news on the labor market means bad news for the stock market. Data is showing that the labor market is very resilient,\" said Anthony Saglimbene, chief market strategist at Ameriprise in Tory Michigan.\"As long as the labor market is resilient, the Federal Reserve has to continue to tighten financial conditions to bring inflation down,\" said that strategist who expects investors to be keenly focused on wage inflation in Friday's jobs report.The Dow Jones Industrial Average fell 339.69 points, or 1.02%, to 32,930.08, the S&P 500 lost 44.87 points, or 1.16%, to 3,808.1 and the Nasdaq Composite dropped 153.52 points, or 1.47%, to 10,305.24.The indexes lost steam late in the day, ending close to their session lows. They had pared losses in the early afternoon when St. Louis Federal Reserve leader James Bullard said 2023 could finally bring some welcome relief on the inflation front.While Saglimbene noted that Bullard's comments were not surprising, his suggestion that rate hikes were starting to show some signs of dampening inflation, provided some reassurance.Among the S&P's 11 major sectors, real estate - which was the biggest percentage gainer on Wednesday - lead Thursday's sector losses with a 2.9% drop, with utilities came next, falling 2.2%.The sole gainer was energy, which closed up 1.99% after crude oil futures settled higher.On Wednesday, Wall Street's main indexes had erased some of their gains after minutes from the Fed's December meeting showed officials were laser-focused on fighting inflation even as they agreed to slow the hiking pace to limit economic risks.Earlier Thursday both Kansas City Fed leader Esther George and Atlanta President Raphael Bostic stressed that the central bank's priority was to curb inflation through policy tightening.Traders see rates peaking at slightly above 5% in June.The more comprehensive non farm payrolls report due on Friday, will be looked to for further clues on labor demand and the rate hike trajectory.Among individual stocks, Tesla Inc ended down 2.9% after December sales of its China-made electric vehicles fell to a five-month low, while Amazon.com Inc    finished  down 2.4% after it announced increased layoff plans.Walgreens Boots Alliance Inc finished down 6% at $35.19 after the drugstore chain posted a quarterly loss on an opioid litigation charge.Shares in Bed Bath & Beyond Inc plunged 29.9% to $1.69 after the home goods retailer said it was exploring options, including bankruptcy.Declining issues outnumbered advancing ones on the NYSE by a 1.58-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored decliners.The S&P 500 posted 8 new 52-week highs and 7 new lows; the Nasdaq Composite recorded 68 new highs and 66 new lows.On U.S. exchanges was 10.21 billion shares changed hands compared with the 10.79 billion moving average for the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922770896,"gmtCreate":1671853262915,"gmtModify":1676538603964,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"looks exciting!&nbsp;","listText":"looks exciting!&nbsp;","text":"looks exciting!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922770896","repostId":"2293141590","repostType":4,"repost":{"id":"2293141590","kind":"highlight","pubTimestamp":1671846022,"share":"https://ttm.financial/m/news/2293141590?lang=&edition=fundamental","pubTime":"2022-12-24 09:40","market":"us","language":"en","title":"Nike is Down 34% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2293141590","media":"Motley Fool","summary":"The athletic footwear and apparel giant still faces near-term headwinds.","content":"<html><head></head><body><p><b>Nike</b>&#39;s stock surged 12% in late December in response to its latest earnings report. For the second quarter of fiscal 2023, which ended on Nov. 30, the athletic footwear and apparel maker&#39;s revenue rose 17% year over year (27% in constant currency terms) to $13.3 billion and exceeded analysts&#39; expectations by $740 million. Its net income stayed nearly flat at $1.3 billion, but big buybacks boosted its diluted earnings by 2% to $0.85 per share -- which also cleared the consensus forecast by $0.21.</p><p>Nike&#39;s earnings beat allayed some inflation-related fears, but this blue-chip stock remains 34% below its all-time high of $175.30 from last November. Is it finally time to hop aboard the bullish bandwagon again?</p><h2>Why did the bulls rush back to Nike?</h2><p>To understand why Nike&#39;s stock soared, we should look back at its recent history. Nike&#39;s revenue declined 2% in fiscal 2020 (which ended in May of the calendar year) on a constant currency basis as the COVID-19 pandemic disrupted its brick-and-mortar sales. However, its revenue rose 17% in constant currency terms in fiscal 2021 as those headwinds dissipated.</p><p>That acceleration convinced many investors that Nike was poised for big post-pandemic gains, so its stock surged to a record high during the broader market rally throughout 2021. Unfortunately, that enthusiasm waned over the following year as China implemented rigid COVID lockdowns and inflationary headwinds curbed consumer spending across the world. As a result, Nike&#39;s revenue only rose 6% in constant currency terms in fiscal 2022.</p><p>But in the first half of fiscal 2023, Nike&#39;s prospects brightened. The growth of its Nike Direct (online and brick-and-mortar) business, which brought in over 40% of its revenue, accelerated again. Its strong sales in North America, Europe, and other markets also offset its declines in China.</p><table border=\"1\" width=\"616\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"295\"><p>Period</p></th><th width=\"81\"><p>FY 2022</p></th><th width=\"87\"><p>Q1 2023</p></th><th width=\"95\"><p>Q2 2023</p></th></tr><tr valign=\"TOP\"><td width=\"295\"><p><b>Nike Direct Revenue Growth (YOY)</b></p></td><td width=\"81\"><p>15%</p></td><td width=\"87\"><p>14%</p></td><td width=\"95\"><p>25%</p></td></tr><tr valign=\"TOP\"><td width=\"295\"><p><b>Nike Total Revenue Growth (YOY)</b></p></td><td width=\"81\"><p>6%</p></td><td width=\"87\"><p>10%</p></td><td width=\"95\"><p>27%</p></td></tr></tbody></table><p>Data source: Nike. Constant currency basis. YOY = Year-over-year.</p><p>For the full year, Nike expects its revenue to rise by the &#34;low teens&#34; on a constant currency basis, which represents a slight improvement from its prior guidance for &#34;low double-digit&#34; growth.</p><p>During the conference call, Nike CFO Matt Friend attributed its accelerating growth and rosier outlook to its market share gains across the wholesale market, &#34;record highs for demand and traffic&#34; during Black Friday and Cyber Monday in North America, &#34;strategic pricing increases&#34; across its higher-end products, and the stabilization of the Chinese market as it gradually ends its draconian zero-COVID policies.</p><h2>But mind the inventories and margins</h2><p>Nike&#39;s sales are stabilizing, but its inventories rose 44% year over year in the first quarter and 43% in the second quarter. The company attributed that increase to volatile transit times in North America, tough comparisons to its factory closures in Vietnam and Indonesia last year (which had lowered its inventories), and a decision to stock up on future products ahead of schedule.</p><p>However, Nike also admitted that it was aggressively clearing out its excess inventories with markdowns. That pressure, along with higher production costs and logistics expenses, caused its gross margin to decline 260 basis points year over year to 43.6% in the first half of fiscal 2023. Friend expects Nike&#39;s gross margin to contract 200-250 basis points to 43.5%-44% for the full year as it executes &#34;ongoing liquidation actions in the second half&#34; of the year.</p><p>Therefore, some of Nike&#39;s accelerating sales growth this year was clearly driven by those markdowns. To offset that pressure, Nike has been reining in its sales and marketing expenses, which only rose 10% year over year in the first six months of fiscal 2023 and consumed 30.9% of its revenue -- compared to 31.1% of its revenues in the first half of fiscal 2022. It also repurchased $2.6 billion in shares in the first half of the year to boost its EPS even as its net income growth stalled out.</p><p>The company didn&#39;t provide any exact earnings guidance for the full year, but analysts expect its EPS to decline 20% this year before rising 26% in fiscal 2024.</p><h2>Is it the right time to buy Nike&#39;s stock?</h2><p>Nike&#39;s stock got a bit overheated last year, but it still doesn&#39;t seem particularly cheap at 34 times forward earnings. <b>Adidas</b> and <b>Under Armour</b> -- which face many of the same challenges -- trade at 26 and 23 times forward earnings, respectively, as of this writing. Nike&#39;s paltry forward dividend yield of 1.3% also won&#39;t attract any serious income investors when the 10-year Treasury pays a safer and meatier yield of 3.7%.</p><p>In addition, even though Nike&#39;s stock has declined more than 30% from its all-time high, it remains up more than 60% over the past five years. Adidas and Under Armour both declined nearly 40% during the same period.</p><p>It&#39;s encouraging to see Nike stabilize its top-line growth, but it isn&#39;t out of the woods, and its stock isn&#39;t a screaming bargain yet. So for now, investors should stick with more recession-resistant plays until Nike&#39;s gross margins improve, its inventories stabilize, and its valuations align with its near-term expectations.</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>Nike is Down 34% From Its High. 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Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-24 09:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/23/nike-is-down-34-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nike's stock surged 12% in late December in response to its latest earnings report. For the second quarter of fiscal 2023, which ended on Nov. 30, the athletic footwear and apparel maker's revenue ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/23/nike-is-down-34-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"source_url":"https://www.fool.com/investing/2022/12/23/nike-is-down-34-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293141590","content_text":"Nike's stock surged 12% in late December in response to its latest earnings report. For the second quarter of fiscal 2023, which ended on Nov. 30, the athletic footwear and apparel maker's revenue rose 17% year over year (27% in constant currency terms) to $13.3 billion and exceeded analysts' expectations by $740 million. Its net income stayed nearly flat at $1.3 billion, but big buybacks boosted its diluted earnings by 2% to $0.85 per share -- which also cleared the consensus forecast by $0.21.Nike's earnings beat allayed some inflation-related fears, but this blue-chip stock remains 34% below its all-time high of $175.30 from last November. Is it finally time to hop aboard the bullish bandwagon again?Why did the bulls rush back to Nike?To understand why Nike's stock soared, we should look back at its recent history. Nike's revenue declined 2% in fiscal 2020 (which ended in May of the calendar year) on a constant currency basis as the COVID-19 pandemic disrupted its brick-and-mortar sales. However, its revenue rose 17% in constant currency terms in fiscal 2021 as those headwinds dissipated.That acceleration convinced many investors that Nike was poised for big post-pandemic gains, so its stock surged to a record high during the broader market rally throughout 2021. Unfortunately, that enthusiasm waned over the following year as China implemented rigid COVID lockdowns and inflationary headwinds curbed consumer spending across the world. As a result, Nike's revenue only rose 6% in constant currency terms in fiscal 2022.But in the first half of fiscal 2023, Nike's prospects brightened. The growth of its Nike Direct (online and brick-and-mortar) business, which brought in over 40% of its revenue, accelerated again. Its strong sales in North America, Europe, and other markets also offset its declines in China.PeriodFY 2022Q1 2023Q2 2023Nike Direct Revenue Growth (YOY)15%14%25%Nike Total Revenue Growth (YOY)6%10%27%Data source: Nike. Constant currency basis. YOY = Year-over-year.For the full year, Nike expects its revenue to rise by the \"low teens\" on a constant currency basis, which represents a slight improvement from its prior guidance for \"low double-digit\" growth.During the conference call, Nike CFO Matt Friend attributed its accelerating growth and rosier outlook to its market share gains across the wholesale market, \"record highs for demand and traffic\" during Black Friday and Cyber Monday in North America, \"strategic pricing increases\" across its higher-end products, and the stabilization of the Chinese market as it gradually ends its draconian zero-COVID policies.But mind the inventories and marginsNike's sales are stabilizing, but its inventories rose 44% year over year in the first quarter and 43% in the second quarter. The company attributed that increase to volatile transit times in North America, tough comparisons to its factory closures in Vietnam and Indonesia last year (which had lowered its inventories), and a decision to stock up on future products ahead of schedule.However, Nike also admitted that it was aggressively clearing out its excess inventories with markdowns. That pressure, along with higher production costs and logistics expenses, caused its gross margin to decline 260 basis points year over year to 43.6% in the first half of fiscal 2023. Friend expects Nike's gross margin to contract 200-250 basis points to 43.5%-44% for the full year as it executes \"ongoing liquidation actions in the second half\" of the year.Therefore, some of Nike's accelerating sales growth this year was clearly driven by those markdowns. To offset that pressure, Nike has been reining in its sales and marketing expenses, which only rose 10% year over year in the first six months of fiscal 2023 and consumed 30.9% of its revenue -- compared to 31.1% of its revenues in the first half of fiscal 2022. It also repurchased $2.6 billion in shares in the first half of the year to boost its EPS even as its net income growth stalled out.The company didn't provide any exact earnings guidance for the full year, but analysts expect its EPS to decline 20% this year before rising 26% in fiscal 2024.Is it the right time to buy Nike's stock?Nike's stock got a bit overheated last year, but it still doesn't seem particularly cheap at 34 times forward earnings. Adidas and Under Armour -- which face many of the same challenges -- trade at 26 and 23 times forward earnings, respectively, as of this writing. Nike's paltry forward dividend yield of 1.3% also won't attract any serious income investors when the 10-year Treasury pays a safer and meatier yield of 3.7%.In addition, even though Nike's stock has declined more than 30% from its all-time high, it remains up more than 60% over the past five years. Adidas and Under Armour both declined nearly 40% during the same period.It's encouraging to see Nike stabilize its top-line growth, but it isn't out of the woods, and its stock isn't a screaming bargain yet. So for now, investors should stick with more recession-resistant plays until Nike's gross margins improve, its inventories stabilize, and its valuations align with its near-term expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924492125,"gmtCreate":1672302093467,"gmtModify":1676538668631,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"good pts to consider","listText":"good pts to consider","text":"good pts to consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924492125","repostId":"1137209740","repostType":2,"repost":{"id":"1137209740","kind":"news","pubTimestamp":1672328467,"share":"https://ttm.financial/m/news/1137209740?lang=&edition=fundamental","pubTime":"2022-12-29 23:41","market":"us","language":"en","title":"Tesla: A Generational Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1137209740","media":"Seekingalpha","summary":"Its stock is undervalued intrinsically and relative to historic multiples.","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla is one of the world&#39;s largest EV makers and an innovative powerhouse in areas from solar to self-driving.</li><li>The company has continued to produce strong financial results, beating both top and bottom line estimates in Q3,22.</li><li>A Twitter poll requested Elon Musk step down as the CEO of Twitter, which I suspect will benefit Tesla shareholders if he follows through.</li><li>Its stock is undervalued intrinsically and relative to historic multiples.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is one of the world&#39;s largest EV makers and one of the most popular stocks in the world. The company was catapulted into stardom during the stimulus-fueled bull market of 2020, which sent the company fromnear bankruptcy to an S&amp;P 500, trillion-dollar titan. This tremendous bull run meant Tesla&#39;s stock price increased by over 1,300% and made many investors &#34;Teslanaires&#34;. However, since the macroeconomic environment changed in November 2021, as thehighinflation numbers were released, Tesla has become a rollercoaster for investors. The stock price has now been butchered by 73% from its all-time highs, with a 44% decline in December alone. This looks to have been driven by a series of macroeconomic factors. In addition, to a serious amount of stock selling by founder Elon Musk (which I will discuss more on in the Risks) section. There have also been somereportsof a production cut in January 2023, expected at Tesla&#39;s Shanghai factory. Although the company hasn&#39;t confirmed this yet. With all this bad news you may wonder why I am bullish on the stock? There are a few reasons for this, of course, we know about the company&#39;s leadership position and technology innovation. In addition, Tesla customers are nowpoisedto benefit from a $7,500 EV tax incentive which was offered thanks to the &#34;anti-inflation act&#34; and should boost EV demand. Its stock is also deeply undervalued intrinsically. In this post, I&#39;m going to review its financials, outline production updates, and revisit its valuation. Let&#39;s dive in.</p><p><img src=\"https://static.tigerbbs.com/7a79a1ea5bc04bd0f7d6b837085e569e\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><h3>Strong Financials</h3><p>Tesla generated strong financialresultsfor the third quarter of 2022. Revenue increased by a rapid 56% year over year to a record $21.45 billion, which was a strong positive. However, it did miss analyst estimates by $428.34 million. This was mainly driven by unfavorable foreign exchange headwinds, as a rising dollar impacted international revenue. Overall vehicle deliveries increased by 42% year over year to 343,830 units. The Model Y drove the majority of sales, followed by the Model S.</p><p><img src=\"https://static.tigerbbs.com/20b64a3820209ed9456f87830d2189af\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Theaf orementioned tax credit is for EV vehicles that sell for below $55,000 and thus this includes Tesla&#39;s best-selling models 3 and Y. However, with options attached to the models, this will likely go over the tax rate availability. I did notice Tesla has relatively few low-cost (below $50,000 models) available on its website, within 200 miles of Rodeo Drive LA. I suspect the tax credit has helped to boost sales of low-value models already, which is a positive. I did notice Tesla is offering 10,000 miles of free supercharging which looks to be an incentive to boost demand further.</p><p><img src=\"https://static.tigerbbs.com/57567a6966f9a88dec06edea0df2921f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Tesla vehicle stock (Tesla website, author search)</p><p>As of the third quarter of 2022, Tesla ramped up its production by 54% YoY to 365,923 vehicles. The latestdata(November 2022) shows Tesla still dominates the electric vehicle market in the U.S.A, with 65% market share. However, it should be noted that its market share has declined from the 79% in 2020. For many years, bearish analysts have said &#34;competition is coming&#34; for Tesla, but now it looks as though they are finally starting to eat market share.</p><p><img src=\"https://static.tigerbbs.com/be8f129b31bd55450cd9d2b4db301535\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Tesla market share (Electrek)</p><p>Ford is the second largest EV maker in the U.S. but still trails Tesla massively with just 7% market share. The company produces the F-150 which is the most popular vehicle sold in the U.S. Its new EV version of the F-150 isforecastto be released in 2023 and thus I believe this will be a major driver of sales. A positive for Tesla is the entire EV market is growing and thus the pie is getting bigger for all manufacturers. According to one study, the EV industry is forecast to grow at a 23.1% CAGR and be worth over $1.1 trillion by 2030.</p><p><img src=\"https://static.tigerbbs.com/3b8dd476696262c736d8202f0eb711b3\" tg-width=\"640\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></p><p>Ford 150 Electric (Ford Website, author screenshot)</p><p>A positive for Tesla is it doesn&#39;t have to convert traditional internal combustion engine facilities into EV manufacturing plants, like many traditional automakers. Tesla is vertically integrated from the ground up and has even developed unique pieces of equipment to manufacture its cars, such as the world&#39;s largest &#34;gigapress&#34;. Elon Musk has often stated in the past that producing a prototype or a low volume of vehicles is &#34;pretty easy&#34;, but manufacturing at scale is the challenging part. Tesla ramped up its Shanghai factory production in the third quarter and its Berlin factory also produced 2,000 model Y vehicles, although still in the early stages of a full ramp.</p><p>Tesla&#39;s rate of innovation is so great that when traditional auto manufacturers are thinking about breakfast, Tesla is already eating their lunch. For example, I recentlywatchedthe Tesla Semipresentationby Elon Musk, which is currently in production. The company has reinvented trucking with a smooth design which was tested in a state-of-the-art wind chamber, to maximize its range of 500 miles which was astonishing. The truck is also reportedly as &#34;easy to drive as a Model 3, with basically no training required&#34; according to Musk.</p><p><img src=\"https://static.tigerbbs.com/0285620745fdf8528607519819ead673\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Semi(Tesla)</p><p>Tesla has also innovated on the charging front with new &#34;Megachargers&#34; announced, that enable charging at a staggering 1 megawatt. This basically means truck batteries can be charged up to 70% in 30 minutes, which is the average amount of time a truck driver will take on a refresh break. The uniquely designed Cybertruck is alsoreportedto start production in 2023 and will benefit from the &#34;Megachargers&#34;.</p><p>Tesla increased its energy storage deployed to 2,100 MWh, which increased by a substantial 62% year over year. The company did experience some supply chain constraints as demand continued to &#34;outstrip supply&#34;.</p><p><img src=\"https://static.tigerbbs.com/2e9768e93dfbc30a6ed7f6a616288ecd\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>Energy storage (Q3,22 report)</p><p>Tesla is also innovating on the artificial intelligence front as the company announced its beta Full self-driving and even humanoid robot concept called Optimus, which I have covered in greater detail in past posts. AI has recently seen a huge surge in popularity. The Open AI institute which was originally backed by Elon Musk released the popular ChatGPT, which some analysts believe could rival Google. I could envision a ChatGPT-like AI model embedded into the software of Optimus, which would make it a font of information while also assisting with tasks based upon prompts. This would truly create a &#34;superintelligence&#34; quite easily given the component pieces are all available.</p><p><img src=\"https://static.tigerbbs.com/f7fe2dfb674cd77a5935cb3ad7b34ca8\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day 2022(Tesla)</p><p>Tesla reported earnings per share of $0.95, which increased by a staggering 93.57% year over year and beat analyst estimates by $0.06. The company also has a strong balance sheet with $21,107 billion in cash and short-term investments. The company does have fairly high debt of $5.87 billion, but just $979 million of this is short term debt, due within the next 2 years.</p><h3>Advanced Valuation</h3><p>I have plugged the latest financials of Tesla into my discounted cash flow valuation model. I have forecasted 30% revenue growth for next year which is fairly conservative given past growth rates of above 50%. I have given a lower estimate due to the tepid macroeconomic environment forecasted. However, in years 2 to 5, I have forecasted a recovery with a 35% revenue growth rate per year.</p><p><img src=\"https://static.tigerbbs.com/500a6571bf014bc4f705876a2b54d81f\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Tesla stock valuation (created by author Ben at Motivation 2 Invest)</p><p>To increase the accuracy of the valuation, I have capitalized R&amp;D expenses which has lifted net income. In addition, I have forecasted a pre-tax operating margin of 20% over the next 10 years, as the company scales and benefits from an increasing amount of cross-selling between its products.</p><p><img src=\"https://static.tigerbbs.com/f3b77d54dee36748f8aba2dbb017bd53\" tg-width=\"640\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/></p><p>Tesla stock valuation (created by author Ben at Motivation 2 Invest)</p><p>Given these factors I get a fair value of $216 per share, the stock is trading at ~$109 per share at the time of writing and thus is ~50% undervalued.</p><p>As an extra data point, Tesla trades at a Price to Sales ratio = 4.52, which is 52% cheaper than its 5-year average.</p><p><img src=\"https://static.tigerbbs.com/8d2a4393b0790f345f095c860ebcc51f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>Risks-Elon Musk Selling/Twitter</h3><p>A key red flag is the continued sale of Tesla stock by Elon Musk. A mid-December SECfilingreports Elon Musk sold 22 million shares of Tesla stock, with a staggering value of $3.6 billion. Musk is known to have slept in Tesla&#39;s factory and is very committed to the company, but when he repeatedly sells stock, it does contradict this narrative.</p><p><img src=\"https://static.tigerbbs.com/7ab90b0248581ffdd6e1053e959dabb8\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>SEC filing(SEC/author annotation)</p><p>Musk may be selling shares to help pay down some of Twitter&#39;s debt, which he has previously made comments about. Many investors (including myself) believe Twitter is a major distraction to Elon Musk&#39;s mission at Tesla. In a recentvoteon Twitter, 57% of people asked Elon to step down as the CEO of Twitter, which he said he will abide by when he gets a replacement.</p><p><img src=\"https://static.tigerbbs.com/642e9c75c64b767a55648c6514f3739a\" tg-width=\"640\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>CEO vote(Elon Musk Twitter)</p><p>Other risks include the forecasted recession and competition which I have previously discussed.</p><h3>Final Thoughts</h3><p>Tesla is a tremendous technology company with many competitive advantages from its manufacturing to technology and even its strong brand/community. Tesla has grown into its previously &#34;high&#34; valuation by continuing to generate strong financial results. Its stock is now deeply undervalued and thus this could be a great long-term investment. I do predict some short-term volatility over the next 12 months due to the recessionary environment, but Tesla&#39;s technology advantages should keep them ahead.</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>Tesla: A Generational Buying Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: A Generational Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is one of the world's largest EV makers and an innovative powerhouse in areas from solar to self-driving.The company has continued to produce strong financial results, beating both top ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137209740","content_text":"SummaryTesla is one of the world's largest EV makers and an innovative powerhouse in areas from solar to self-driving.The company has continued to produce strong financial results, beating both top and bottom line estimates in Q3,22.A Twitter poll requested Elon Musk step down as the CEO of Twitter, which I suspect will benefit Tesla shareholders if he follows through.Its stock is undervalued intrinsically and relative to historic multiples.Tesla is one of the world's largest EV makers and one of the most popular stocks in the world. The company was catapulted into stardom during the stimulus-fueled bull market of 2020, which sent the company fromnear bankruptcy to an S&P 500, trillion-dollar titan. This tremendous bull run meant Tesla's stock price increased by over 1,300% and made many investors \"Teslanaires\". However, since the macroeconomic environment changed in November 2021, as thehighinflation numbers were released, Tesla has become a rollercoaster for investors. The stock price has now been butchered by 73% from its all-time highs, with a 44% decline in December alone. This looks to have been driven by a series of macroeconomic factors. In addition, to a serious amount of stock selling by founder Elon Musk (which I will discuss more on in the Risks) section. There have also been somereportsof a production cut in January 2023, expected at Tesla's Shanghai factory. Although the company hasn't confirmed this yet. With all this bad news you may wonder why I am bullish on the stock? There are a few reasons for this, of course, we know about the company's leadership position and technology innovation. In addition, Tesla customers are nowpoisedto benefit from a $7,500 EV tax incentive which was offered thanks to the \"anti-inflation act\" and should boost EV demand. Its stock is also deeply undervalued intrinsically. In this post, I'm going to review its financials, outline production updates, and revisit its valuation. Let's dive in.Data byYChartsStrong FinancialsTesla generated strong financialresultsfor the third quarter of 2022. Revenue increased by a rapid 56% year over year to a record $21.45 billion, which was a strong positive. However, it did miss analyst estimates by $428.34 million. This was mainly driven by unfavorable foreign exchange headwinds, as a rising dollar impacted international revenue. Overall vehicle deliveries increased by 42% year over year to 343,830 units. The Model Y drove the majority of sales, followed by the Model S.Data by YChartsTheaf orementioned tax credit is for EV vehicles that sell for below $55,000 and thus this includes Tesla's best-selling models 3 and Y. However, with options attached to the models, this will likely go over the tax rate availability. I did notice Tesla has relatively few low-cost (below $50,000 models) available on its website, within 200 miles of Rodeo Drive LA. I suspect the tax credit has helped to boost sales of low-value models already, which is a positive. I did notice Tesla is offering 10,000 miles of free supercharging which looks to be an incentive to boost demand further.Tesla vehicle stock (Tesla website, author search)As of the third quarter of 2022, Tesla ramped up its production by 54% YoY to 365,923 vehicles. The latestdata(November 2022) shows Tesla still dominates the electric vehicle market in the U.S.A, with 65% market share. However, it should be noted that its market share has declined from the 79% in 2020. For many years, bearish analysts have said \"competition is coming\" for Tesla, but now it looks as though they are finally starting to eat market share.Tesla market share (Electrek)Ford is the second largest EV maker in the U.S. but still trails Tesla massively with just 7% market share. The company produces the F-150 which is the most popular vehicle sold in the U.S. Its new EV version of the F-150 isforecastto be released in 2023 and thus I believe this will be a major driver of sales. A positive for Tesla is the entire EV market is growing and thus the pie is getting bigger for all manufacturers. According to one study, the EV industry is forecast to grow at a 23.1% CAGR and be worth over $1.1 trillion by 2030.Ford 150 Electric (Ford Website, author screenshot)A positive for Tesla is it doesn't have to convert traditional internal combustion engine facilities into EV manufacturing plants, like many traditional automakers. Tesla is vertically integrated from the ground up and has even developed unique pieces of equipment to manufacture its cars, such as the world's largest \"gigapress\". Elon Musk has often stated in the past that producing a prototype or a low volume of vehicles is \"pretty easy\", but manufacturing at scale is the challenging part. Tesla ramped up its Shanghai factory production in the third quarter and its Berlin factory also produced 2,000 model Y vehicles, although still in the early stages of a full ramp.Tesla's rate of innovation is so great that when traditional auto manufacturers are thinking about breakfast, Tesla is already eating their lunch. For example, I recentlywatchedthe Tesla Semipresentationby Elon Musk, which is currently in production. The company has reinvented trucking with a smooth design which was tested in a state-of-the-art wind chamber, to maximize its range of 500 miles which was astonishing. The truck is also reportedly as \"easy to drive as a Model 3, with basically no training required\" according to Musk.Tesla Semi(Tesla)Tesla has also innovated on the charging front with new \"Megachargers\" announced, that enable charging at a staggering 1 megawatt. This basically means truck batteries can be charged up to 70% in 30 minutes, which is the average amount of time a truck driver will take on a refresh break. The uniquely designed Cybertruck is alsoreportedto start production in 2023 and will benefit from the \"Megachargers\".Tesla increased its energy storage deployed to 2,100 MWh, which increased by a substantial 62% year over year. The company did experience some supply chain constraints as demand continued to \"outstrip supply\".Energy storage (Q3,22 report)Tesla is also innovating on the artificial intelligence front as the company announced its beta Full self-driving and even humanoid robot concept called Optimus, which I have covered in greater detail in past posts. AI has recently seen a huge surge in popularity. The Open AI institute which was originally backed by Elon Musk released the popular ChatGPT, which some analysts believe could rival Google. I could envision a ChatGPT-like AI model embedded into the software of Optimus, which would make it a font of information while also assisting with tasks based upon prompts. This would truly create a \"superintelligence\" quite easily given the component pieces are all available.Tesla AI Day 2022(Tesla)Tesla reported earnings per share of $0.95, which increased by a staggering 93.57% year over year and beat analyst estimates by $0.06. The company also has a strong balance sheet with $21,107 billion in cash and short-term investments. The company does have fairly high debt of $5.87 billion, but just $979 million of this is short term debt, due within the next 2 years.Advanced ValuationI have plugged the latest financials of Tesla into my discounted cash flow valuation model. I have forecasted 30% revenue growth for next year which is fairly conservative given past growth rates of above 50%. I have given a lower estimate due to the tepid macroeconomic environment forecasted. However, in years 2 to 5, I have forecasted a recovery with a 35% revenue growth rate per year.Tesla stock valuation (created by author Ben at Motivation 2 Invest)To increase the accuracy of the valuation, I have capitalized R&D expenses which has lifted net income. In addition, I have forecasted a pre-tax operating margin of 20% over the next 10 years, as the company scales and benefits from an increasing amount of cross-selling between its products.Tesla stock valuation (created by author Ben at Motivation 2 Invest)Given these factors I get a fair value of $216 per share, the stock is trading at ~$109 per share at the time of writing and thus is ~50% undervalued.As an extra data point, Tesla trades at a Price to Sales ratio = 4.52, which is 52% cheaper than its 5-year average.Data by YChartsRisks-Elon Musk Selling/TwitterA key red flag is the continued sale of Tesla stock by Elon Musk. A mid-December SECfilingreports Elon Musk sold 22 million shares of Tesla stock, with a staggering value of $3.6 billion. Musk is known to have slept in Tesla's factory and is very committed to the company, but when he repeatedly sells stock, it does contradict this narrative.SEC filing(SEC/author annotation)Musk may be selling shares to help pay down some of Twitter's debt, which he has previously made comments about. Many investors (including myself) believe Twitter is a major distraction to Elon Musk's mission at Tesla. In a recentvoteon Twitter, 57% of people asked Elon to step down as the CEO of Twitter, which he said he will abide by when he gets a replacement.CEO vote(Elon Musk Twitter)Other risks include the forecasted recession and competition which I have previously discussed.Final ThoughtsTesla is a tremendous technology company with many competitive advantages from its manufacturing to technology and even its strong brand/community. Tesla has grown into its previously \"high\" valuation by continuing to generate strong financial results. Its stock is now deeply undervalued and thus this could be a great long-term investment. I do predict some short-term volatility over the next 12 months due to the recessionary environment, but Tesla's technology advantages should keep them ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995987940,"gmtCreate":1661394310582,"gmtModify":1676536511108,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/KO\">$Coca-Cola(KO)$</a>","listText":"<a href=\"https://ttm.financial/S/KO\">$Coca-Cola(KO)$</a>","text":"$Coca-Cola(KO)$","images":[{"img":"https://community-static.tradeup.com/news/23386479c472ea7793241c28a1a198cf","width":"1080","height":"1700"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995987940","isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923346060,"gmtCreate":1670804824050,"gmtModify":1676538435685,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"amazon!&nbsp;","listText":"amazon!&nbsp;","text":"amazon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923346060","repostId":"2290238146","repostType":4,"repost":{"id":"2290238146","kind":"highlight","pubTimestamp":1670638098,"share":"https://ttm.financial/m/news/2290238146?lang=&edition=fundamental","pubTime":"2022-12-10 10:08","market":"us","language":"en","title":"Better Buy: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2290238146","media":"Motley Fool","summary":"These two giants have one area where they compete against each other.","content":"<html><head></head><body><p>Two of the largest companies globally are <b>Microsoft</b> and <b>Amazon</b>. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.</p><p>Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let&#39;s find out.</p><h2>A common offering is the future for both</h2><p>These two businesses hardly needs an introduction. Amazon&#39;s e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft&#39;s Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.</p><p>However, the most important segment for both companies&#39; future may well be cloud computing. Microsoft&#39;s Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.</p><table border=\"1\"><tbody><tr><th>Company</th><th>Rank</th><th>Market Share</th></tr><tr><td><b>Amazon</b></td><td>1st</td><td>34%</td></tr><tr><td><b>Microsoft</b></td><td>2nd</td><td>21%</td></tr><tr><td><b>Alphabet </b>(Google Cloud)</td><td>3rd</td><td>11%</td></tr></tbody></table><p>Data source: Synergy Research Group.</p><p>That&#39;s a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.</p><p>Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That&#39;s impressive considering that Amazon&#39;s trailing-12-month revenue was $502 billion and Microsoft&#39;s was $203 billion. It&#39;s an opportunity for massive growth apart from their other businesses.</p><p>Looking at it another way, that $336 billion would be more than double Microsoft&#39;s non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon&#39;s AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft&#39;s revenue.</p><p>However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it&#39;s Amazon&#39;s only profitable segment right now.</p><p>At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft&#39;s favor.</p><h2>Amazon is the better value</h2><p>However, stock valuation also has a role to play. Amazon isn&#39;t profitable, while Microsoft is, so comparing earnings or free cash flow isn&#39;t going to yield a helpful comparison. Plus, Amazon&#39;s commerce business is inherently low margin, even when profitable. So a direct comparison isn&#39;t possible. However, we can value each company in its own way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11b2c6b09932649414501fa819d125f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>MSFT PS Ratio data by YCharts</span></p><p>Microsoft&#39;s price-to-earnings ratio of 27.5 is rich although not quite as expensive as it&#39;s been over the past couple of years. Microsoft&#39;s execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.</p><p>Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as <b>Walmart</b>), you&#39;d get a valuation like this below.</p><table border=\"1\"><tbody><tr><th>Amazon Segment</th><th>Trailing-12-Month Revenue</th><th>Segment Price-to-Sales Ratio</th><th>Segment Market Cap</th></tr><tr><td>AWS</td><td>$76.5 billion</td><td>9.4</td><td>$719.1 billion</td></tr><tr><td>Commerce</td><td>$425.7 billion</td><td>0.7</td><td>$298.0 billion</td></tr></tbody></table><p>Data source: Amazon and YCharts.</p><p>Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.</p><p>Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There&#39;s a lot of uncertainty with Amazon&#39;s commerce business, and so that gives Microsoft the edge.</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>Better Buy: Microsoft vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/09/better-buy-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290238146","content_text":"Two of the largest companies globally are Microsoft and Amazon. Combined, they have brought in $705 billion in revenue over the past 12 months, but that number pales in comparison to the growth trajectories both companies are on.Is there an advantage that either stock has that investors should pinpoint? Or are they both evenly matched? Let's find out.A common offering is the future for bothThese two businesses hardly needs an introduction. Amazon's e-commerce platform has become the go-to place for nearly all shopping needs. Microsoft's Office products are standard for most computers, and it has a consumer product segment offering laptops and gaming consoles.However, the most important segment for both companies' future may well be cloud computing. Microsoft's Azure and Amazon Web Services (AWS) are the industry leaders, each maintaining an impressive market share.CompanyRankMarket ShareAmazon1st34%Microsoft2nd21%Alphabet (Google Cloud)3rd11%Data source: Synergy Research Group.That's a commanding lead over third-place Google Cloud. Additionally, each saw impressive revenue growth, with AWS rising 27% and Microsoft rising 35% year over year in their latest quarters. That growth is expected to continue for some time. Precedence Research expects the industry to grow at a compound annual rate of 17.4% from 2022 to 2030, eventually reaching a $1.6 trillion market.Say Amazon and Microsoft can retain their current market share in cloud computing. This would put potential 2030 revenue for this segment at $544 billion for Amazon and $336 billion for Microsoft. That's impressive considering that Amazon's trailing-12-month revenue was $502 billion and Microsoft's was $203 billion. It's an opportunity for massive growth apart from their other businesses.Looking at it another way, that $336 billion would be more than double Microsoft's non-Azure revenue today, by my estimate. By comparison, the projected $554 billion for Amazon's AWS business would be just a little over 30% more than its non-AWS revenue today. So cloud computing could have a much bigger impact down the road for Microsoft's revenue.However, on the bottom line, cloud computing could be more meaningful for Amazon, because AWS has a higher margin than the e-commerce revenue. In fact, it's Amazon's only profitable segment right now.At Amazon, AWS is also funding other business segments. At Microsoft, Azure is complementary. This skews the future outlook in Microsoft's favor.Amazon is the better valueHowever, stock valuation also has a role to play. Amazon isn't profitable, while Microsoft is, so comparing earnings or free cash flow isn't going to yield a helpful comparison. Plus, Amazon's commerce business is inherently low margin, even when profitable. So a direct comparison isn't possible. However, we can value each company in its own way.MSFT PS Ratio data by YChartsMicrosoft's price-to-earnings ratio of 27.5 is rich although not quite as expensive as it's been over the past couple of years. Microsoft's execution and consistency have earned it its premium, but the company must continue to execute at a high level to maintain its valuation.Moving to Amazon, if we value its AWS business at 9.4 times sales (the same as Microsoft) and its retail business at 0.7 times sales (the same as Walmart), you'd get a valuation like this below.Amazon SegmentTrailing-12-Month RevenueSegment Price-to-Sales RatioSegment Market CapAWS$76.5 billion9.4$719.1 billionCommerce$425.7 billion0.7$298.0 billionData source: Amazon and YCharts.Adding those two segments together gives Amazon a theoretical valuation of $1.017 trillion, yet the stock is valued at $960 billion. This shows that it is potentially undervalued.Over the long run, premium valuations can be overcome by solid execution and growth -- something Microsoft has demonstrated. Because of that, I think Microsoft is the better buy today although Amazon is still a strong company too. There's a lot of uncertainty with Amazon's commerce business, and so that gives Microsoft the edge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931648495,"gmtCreate":1662456897517,"gmtModify":1676537064190,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"like apple!&nbsp;","listText":"like apple!&nbsp;","text":"like apple!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931648495","repostId":"1150401770","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951278663,"gmtCreate":1673503401452,"gmtModify":1676538847504,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"come on TSMC!&nbsp;","listText":"come on TSMC!&nbsp;","text":"come on TSMC!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951278663","repostId":"1158159517","repostType":4,"repost":{"id":"1158159517","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1673501679,"share":"https://ttm.financial/m/news/1158159517?lang=&edition=fundamental","pubTime":"2023-01-12 13:34","market":"us","language":"en","title":"TSMC Q4 Profit Rises 78%, Beats Market Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1158159517","media":"Reuters","summary":"TAIPEI, Jan 12 (Reuters) - Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit o","content":"<html><head></head><body><p>TAIPEI, Jan 12 (Reuters) - Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , the world&#39;s largest contract chipmaker and a major Apple Inc supplier, saw net profit for October-December rise to T$295.9 billion ($9.72 billion) from T$166.2 billion a year earlier.</p><p>That compared with the T$289.44 billion average of 21 analyst estimates compiled by Refinitiv.</p><p>TSMC&#39;s business has been boosted by a global chip shortage that was sparked by pandemic-fuelled sales of smartphones and laptops. While the shortage has eased, analysts said the firm&#39;s dominance in making some of the world&#39;s most advanced chips has kept its order book full.</p><p>Revenue for the fourth quarter climbed 26.7% to $19.93 billion, versus TSMC&#39;s prior estimated range of $19.9 billion to $20.7 billion.</p><p>Shares in TSMC fell 38.1% in 2022, but are up 9.8% so far this year giving the company a market value of $424.12 billion.</p><p>In October, TSMC cut its annual investment budget by at least 10% for 2022 and struck a more cautious note than usual on upcoming demand, flagging challenges from rising inflationary costs and predicting a chip downturn for 2023.</p><p>The firm said it spent $36.29 billion on capital expenditure in 2022, compared to a previous forecast of around $36 billon.</p><p>($1 = 30.4420 Taiwan dollars)</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>TSMC Q4 Profit Rises 78%, Beats Market 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\">\nTSMC Q4 Profit Rises 78%, Beats Market Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-12 13:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TAIPEI, Jan 12 (Reuters) - Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , the world&#39;s largest contract chipmaker and a major Apple Inc supplier, saw net profit for October-December rise to T$295.9 billion ($9.72 billion) from T$166.2 billion a year earlier.</p><p>That compared with the T$289.44 billion average of 21 analyst estimates compiled by Refinitiv.</p><p>TSMC&#39;s business has been boosted by a global chip shortage that was sparked by pandemic-fuelled sales of smartphones and laptops. While the shortage has eased, analysts said the firm&#39;s dominance in making some of the world&#39;s most advanced chips has kept its order book full.</p><p>Revenue for the fourth quarter climbed 26.7% to $19.93 billion, versus TSMC&#39;s prior estimated range of $19.9 billion to $20.7 billion.</p><p>Shares in TSMC fell 38.1% in 2022, but are up 9.8% so far this year giving the company a market value of $424.12 billion.</p><p>In October, TSMC cut its annual investment budget by at least 10% for 2022 and struck a more cautious note than usual on upcoming demand, flagging challenges from rising inflationary costs and predicting a chip downturn for 2023.</p><p>The firm said it spent $36.29 billion on capital expenditure in 2022, compared to a previous forecast of around $36 billon.</p><p>($1 = 30.4420 Taiwan dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158159517","content_text":"TAIPEI, Jan 12 (Reuters) - Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , the world's largest contract chipmaker and a major Apple Inc supplier, saw net profit for October-December rise to T$295.9 billion ($9.72 billion) from T$166.2 billion a year earlier.That compared with the T$289.44 billion average of 21 analyst estimates compiled by Refinitiv.TSMC's business has been boosted by a global chip shortage that was sparked by pandemic-fuelled sales of smartphones and laptops. While the shortage has eased, analysts said the firm's dominance in making some of the world's most advanced chips has kept its order book full.Revenue for the fourth quarter climbed 26.7% to $19.93 billion, versus TSMC's prior estimated range of $19.9 billion to $20.7 billion.Shares in TSMC fell 38.1% in 2022, but are up 9.8% so far this year giving the company a market value of $424.12 billion.In October, TSMC cut its annual investment budget by at least 10% for 2022 and struck a more cautious note than usual on upcoming demand, flagging challenges from rising inflationary costs and predicting a chip downturn for 2023.The firm said it spent $36.29 billion on capital expenditure in 2022, compared to a previous forecast of around $36 billon.($1 = 30.4420 Taiwan dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923859251,"gmtCreate":1670831172074,"gmtModify":1676538442272,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923859251","repostId":"1128189234","repostType":4,"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918015270,"gmtCreate":1664284680591,"gmtModify":1676537425064,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"lets hope for the best!&nbsp;","listText":"lets hope for the best!&nbsp;","text":"lets hope for the best!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918015270","repostId":"1181602148","repostType":4,"repost":{"id":"1181602148","kind":"news","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":1664280317,"share":"https://ttm.financial/m/news/1181602148?lang=&edition=fundamental","pubTime":"2022-09-27 20:05","market":"us","language":"en","title":"Pre-Bell｜Dow Futures up More Than 300 Points; Tech Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1181602148","media":"Tiger Newspress","summary":"Stock futures rose Tuesday, as the Dow Jones Industrial Average and S&P 500 tried to bounce back fro","content":"<html><head></head><body><p>Stock futures rose Tuesday, as the Dow Jones Industrial Average and S&amp;P 500 tried to bounce back from their lowest closing levels in nearly two years.</p><h2><b>Market Snapshot</b></h2><p>At 8:00 a.m. ET, Dow e-minis were up 347 points, or 1.18%, S&amp;P 500 e-minis were up 54 points, or 1.47%, and Nasdaq 100 e-minis were up 196.25 points, or 1.73%.</p><p><img src=\"https://static.tigerbbs.com/7f60a9e61fac4a6afb6dfefff8b3b252\" tg-width=\"565\" tg-height=\"229\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/KDP\">Keurig Dr Pepper</a> — The consumer stock fell 1.5% premarket after Goldman Sachs downgraded the stock to neutral from a buy rating. The Wall Street firm said it sees increased risk to Keurig’s margins as commodity inflation, especially related to coffee, remains elevated.</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group</a> — Shares of the electric vehicle player jumped 2.99% in premarket trading after Cantor Fitzgerald initiated coverage with an overweight rating. The firm said Lucid’s luxury and premium vehicles provide greater efficiency, longer range, faster charging and more space relative to its peers.</p><p><a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a>, <a href=\"https://laohu8.com/S/CSX\">CSX</a> — Shares of the railroad companies declined more than 1% each after UBS downgraded the duo, citing a deteriorating macro backdrop. The Wall Street firm said it will be hard for Norfolk and CSX to achieve the consensus 25% volume growth going forward.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a> — Shares of the Chinese EV maker edged up 0.5% premarket, even after the company cut its third-quarter delivery guidance by 2,500 vehicles or 9%. The company said the downward revision was due to supply chain constraints.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> — Big Tech names Amazon, Apple, Alphabet and Microsoft all traded at least 1% higher premarket, a possible rebound from Monday’s sell-off. Treasury yields retreated Tuesday morning after the multi-year highs hit in the previous session put pressure on tech names.</p><h2><b>Market News</b></h2><h3>Tesla Expects &#34;Very High Volume&#34; Deliveries at End of Quarter</h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.</p><h3>Netflix Sets Up First Internal Studio to Develop Video Games</h3><p><a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> is creating its first in-house video games studio in a push to be less reliable on third-party creators and expand its gaming offerings.</p><p>The new studio will be based in Helsinki and headed by Marko Lastikka. Lastikka previously spent more than five years at <a href=\"https://laohu8.com/S/ZNGA\">Zynga</a> Inc., where he worked on FarmVille 3, and before that was the co-founder and executive producer at Electronic Arts Inc.’s Tracktwenty studio in Helsinki, according to his LinkedIn page.</p><h3>Grab Expects 2026 Breakeven for Digital Bank Operations, Losses to Peak in 2023</h3><p>Tech group <a href=\"https://laohu8.com/S/GRAB\">Grab</a> is targeting for its digital bank operations to turn profitable in 2026, chief operating officer Alex Hungate said in an investor presentation on Tuesday (Sep 27).</p><p>“In 2023, we will spend more than we spent this year on digital bank build. But that will be the peak of the losses (for) investment of the digital bank. And thereafter this strategy will allow us, after the peak losses in 2023, to move to a breakeven position by 2026,” Hungate said.</p><h3>Hertz and BP Plan to Partner on National EV Charging Network</h3><p><a href=\"https://laohu8.com/S/HTZ\">Hertz Global Holdings</a> inked a deal with <a href=\"https://laohu8.com/S/BP\">BP plc </a> for the development of a national network of electric vehicle charging stations.</p><p>The memorandum of understanding between the two companies is said to set the foundation for Hertz and BP to drive the future of mobility and accelerate EV consumer adoption.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜Dow Futures up More Than 300 Points; Tech Stocks Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜Dow Futures up More Than 300 Points; Tech Stocks Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-27 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures rose Tuesday, as the Dow Jones Industrial Average and S&amp;P 500 tried to bounce back from their lowest closing levels in nearly two years.</p><h2><b>Market Snapshot</b></h2><p>At 8:00 a.m. ET, Dow e-minis were up 347 points, or 1.18%, S&amp;P 500 e-minis were up 54 points, or 1.47%, and Nasdaq 100 e-minis were up 196.25 points, or 1.73%.</p><p><img src=\"https://static.tigerbbs.com/7f60a9e61fac4a6afb6dfefff8b3b252\" tg-width=\"565\" tg-height=\"229\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/KDP\">Keurig Dr Pepper</a> — The consumer stock fell 1.5% premarket after Goldman Sachs downgraded the stock to neutral from a buy rating. The Wall Street firm said it sees increased risk to Keurig’s margins as commodity inflation, especially related to coffee, remains elevated.</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group</a> — Shares of the electric vehicle player jumped 2.99% in premarket trading after Cantor Fitzgerald initiated coverage with an overweight rating. The firm said Lucid’s luxury and premium vehicles provide greater efficiency, longer range, faster charging and more space relative to its peers.</p><p><a href=\"https://laohu8.com/S/NSC\">Norfolk Southern</a>, <a href=\"https://laohu8.com/S/CSX\">CSX</a> — Shares of the railroad companies declined more than 1% each after UBS downgraded the duo, citing a deteriorating macro backdrop. The Wall Street firm said it will be hard for Norfolk and CSX to achieve the consensus 25% volume growth going forward.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a> — Shares of the Chinese EV maker edged up 0.5% premarket, even after the company cut its third-quarter delivery guidance by 2,500 vehicles or 9%. The company said the downward revision was due to supply chain constraints.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> — Big Tech names Amazon, Apple, Alphabet and Microsoft all traded at least 1% higher premarket, a possible rebound from Monday’s sell-off. Treasury yields retreated Tuesday morning after the multi-year highs hit in the previous session put pressure on tech names.</p><h2><b>Market News</b></h2><h3>Tesla Expects &#34;Very High Volume&#34; Deliveries at End of Quarter</h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.</p><h3>Netflix Sets Up First Internal Studio to Develop Video Games</h3><p><a href=\"https://laohu8.com/S/NFLX\">Netflix Inc.</a> is creating its first in-house video games studio in a push to be less reliable on third-party creators and expand its gaming offerings.</p><p>The new studio will be based in Helsinki and headed by Marko Lastikka. Lastikka previously spent more than five years at <a href=\"https://laohu8.com/S/ZNGA\">Zynga</a> Inc., where he worked on FarmVille 3, and before that was the co-founder and executive producer at Electronic Arts Inc.’s Tracktwenty studio in Helsinki, according to his LinkedIn page.</p><h3>Grab Expects 2026 Breakeven for Digital Bank Operations, Losses to Peak in 2023</h3><p>Tech group <a href=\"https://laohu8.com/S/GRAB\">Grab</a> is targeting for its digital bank operations to turn profitable in 2026, chief operating officer Alex Hungate said in an investor presentation on Tuesday (Sep 27).</p><p>“In 2023, we will spend more than we spent this year on digital bank build. But that will be the peak of the losses (for) investment of the digital bank. And thereafter this strategy will allow us, after the peak losses in 2023, to move to a breakeven position by 2026,” Hungate said.</p><h3>Hertz and BP Plan to Partner on National EV Charging Network</h3><p><a href=\"https://laohu8.com/S/HTZ\">Hertz Global Holdings</a> inked a deal with <a href=\"https://laohu8.com/S/BP\">BP plc </a> for the development of a national network of electric vehicle charging stations.</p><p>The memorandum of understanding between the two companies is said to set the foundation for Hertz and BP to drive the future of mobility and accelerate EV consumer adoption.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181602148","content_text":"Stock futures rose Tuesday, as the Dow Jones Industrial Average and S&P 500 tried to bounce back from their lowest closing levels in nearly two years.Market SnapshotAt 8:00 a.m. ET, Dow e-minis were up 347 points, or 1.18%, S&P 500 e-minis were up 54 points, or 1.47%, and Nasdaq 100 e-minis were up 196.25 points, or 1.73%.Pre-Market MoversKeurig Dr Pepper — The consumer stock fell 1.5% premarket after Goldman Sachs downgraded the stock to neutral from a buy rating. The Wall Street firm said it sees increased risk to Keurig’s margins as commodity inflation, especially related to coffee, remains elevated.Lucid Group — Shares of the electric vehicle player jumped 2.99% in premarket trading after Cantor Fitzgerald initiated coverage with an overweight rating. The firm said Lucid’s luxury and premium vehicles provide greater efficiency, longer range, faster charging and more space relative to its peers.Norfolk Southern, CSX — Shares of the railroad companies declined more than 1% each after UBS downgraded the duo, citing a deteriorating macro backdrop. The Wall Street firm said it will be hard for Norfolk and CSX to achieve the consensus 25% volume growth going forward.Li Auto — Shares of the Chinese EV maker edged up 0.5% premarket, even after the company cut its third-quarter delivery guidance by 2,500 vehicles or 9%. The company said the downward revision was due to supply chain constraints.Amazon, Apple, Microsoft — Big Tech names Amazon, Apple, Alphabet and Microsoft all traded at least 1% higher premarket, a possible rebound from Monday’s sell-off. Treasury yields retreated Tuesday morning after the multi-year highs hit in the previous session put pressure on tech names.Market NewsTesla Expects \"Very High Volume\" Deliveries at End of QuarterTesla is expecting a “very high volume” of vehicle deliveries during the end of the quarter, and it is asking all employees to help – even those outside of the sale and delivery organization.Netflix Sets Up First Internal Studio to Develop Video GamesNetflix Inc. is creating its first in-house video games studio in a push to be less reliable on third-party creators and expand its gaming offerings.The new studio will be based in Helsinki and headed by Marko Lastikka. Lastikka previously spent more than five years at Zynga Inc., where he worked on FarmVille 3, and before that was the co-founder and executive producer at Electronic Arts Inc.’s Tracktwenty studio in Helsinki, according to his LinkedIn page.Grab Expects 2026 Breakeven for Digital Bank Operations, Losses to Peak in 2023Tech group Grab is targeting for its digital bank operations to turn profitable in 2026, chief operating officer Alex Hungate said in an investor presentation on Tuesday (Sep 27).“In 2023, we will spend more than we spent this year on digital bank build. But that will be the peak of the losses (for) investment of the digital bank. And thereafter this strategy will allow us, after the peak losses in 2023, to move to a breakeven position by 2026,” Hungate said.Hertz and BP Plan to Partner on National EV Charging NetworkHertz Global Holdings inked a deal with BP plc  for the development of a national network of electric vehicle charging stations.The memorandum of understanding between the two companies is said to set the foundation for Hertz and BP to drive the future of mobility and accelerate EV consumer adoption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935544060,"gmtCreate":1663117020550,"gmtModify":1676537206681,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"this could be massive...","listText":"this could be massive...","text":"this could be massive...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935544060","repostId":"1150110459","repostType":4,"repost":{"id":"1150110459","kind":"news","pubTimestamp":1663110393,"share":"https://ttm.financial/m/news/1150110459?lang=&edition=fundamental","pubTime":"2022-09-14 07:06","market":"us","language":"en","title":"\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1150110459","media":"Bloomberg","summary":"‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibi","content":"<html><head></head><body><ul><li>‘Markets would hate it’ versus ‘the market might rally’</li><li>100-point basis move would ‘reinforce credibility’: Summers</li></ul><p>Tuesday’s unexpectedly hot inflation reading virtually assured markets that the Federal Reserve will raise rates by 75 basis points next week. Wall Street then began to weigh the chance that the Fed might make a more dramatic statement.</p><p>The odds for a 100 basis point rate hike jumped more than 20% after the consumer price index showed an increase from July. With hopes of a “Fed pivot” firmly dashed, the S&amp;P 500 Index tumbled as much as 3.2%.</p><p>Most investment professionals doubted that an unexpectedly high inflation reading would push the central bank off course to raise rates at their September meeting by an amount not seen since 1984.</p><p>“The Fed will want to follow what the market expects and the market is really expecting a 75 basis points move -– so that’s what the Fed will do,” said Tom Di Galoma, managing director at Seaport Global.</p><p>But on Tuesday, Nomura economists changed their forecast for the Fed’s September meeting from a 75 to 100 basis points, writing that “a more aggressive path of interest rate hikes will be needed to combat increasingly entrenched inflation.”</p><p>Larry Summers, former Treasury Secretary and the President Emeritus of Harvard University, tweeted that if he was a Fed official, he would pick “a 100 basis points move to reinforce credibility.”</p><p>And Scott Buchta, head of fixed-income strategy at Brean Capital, said that if the Fed needs to raise rates sharply, it would be best to do so quickly and get it over with.</p><p>“Seventy-five is most likely, but they should do 100,” he said.</p><p><img src=\"https://static.tigerbbs.com/488325a43551ea5baed1404b2226daae\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>Here’s what other Wall Street strategists said:</p><p>Andrew Lekas, head of FICC trading at Old Mission Capital:</p><blockquote>“Oddly enough, I think the market might rally,” he said. “They want to see the Fed take things seriously on the inflation front, and the sooner we get to the end of these hikes the better.”</blockquote><blockquote>“The knee-jerk reaction is probably lower in all risk assets, and there’s the obvious funding impact on anyone who is using leverage, but for the medium term health of the market I think 100 might make sense.”</blockquote><p>Steven Englander, head of Group-of-10 currency research at Standard Charter:</p><blockquote>“If you are on the FOMC and believe that the market needs shock and awe to lower inflation expectations, then maybe you argue for 100bps. I think it’s more sensible for the FOMC to say ‘we can keep raising rates as far as we have to but don’t have to do it at once.’”</blockquote><p>Ian Shepherdson, chief economist at Pantheon Macroeconomics:</p><blockquote>“Eleven Fed officials have made it very clear that they will not slow the pace of rate hikes until they see convincing evidence that core inflation pressure is easing on a sequential basis. These data mean that the chance of a 50bp hike next week has gone,” he said. “But the 20% chance of a 100bp hike now priced-in looks over the top.”</blockquote><p>Kate Moore, BlackRock Head of Thematic Strategy for Global Allocation:</p><blockquote>“We haven’t changed our call (75bp) but I think it’s really wise to adjust expectations around the forward path especially to the year end,” she said. “The fact that 100bps is starting to get somewhat priced into the market, it’s a bit destabilizing for the equity market.”</blockquote><p>Nisha Patel, director and portfolio manager of fixed income at Parametric:</p><blockquote>“Don’t be surprised if the Fed’s hand is forced to do 100bps. The idea that inflation had peaked has been dispelled and now the likelihood of that soft landing for the economy has only decreased. Expect long-bond yields likely to come down leading up to the September meeting as recessionary risk increases.”</blockquote><p>Seema Shah, Chief Global Strategist at Principal Global Investors:</p><blockquote>“Until the Fed can tame that beast, there is simply no room for a discussion on pivots or pauses.”</blockquote><p>Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management:</p><blockquote>“Powell has been more careful with his communications. If we go for 100bps, I would expect we would get the same tipping of the hand as we have gotten when we did 75bps.”</blockquote></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move</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\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibility’: SummersTuesday’s unexpectedly hot inflation reading virtually assured markets that the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150110459","content_text":"‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibility’: SummersTuesday’s unexpectedly hot inflation reading virtually assured markets that the Federal Reserve will raise rates by 75 basis points next week. Wall Street then began to weigh the chance that the Fed might make a more dramatic statement.The odds for a 100 basis point rate hike jumped more than 20% after the consumer price index showed an increase from July. With hopes of a “Fed pivot” firmly dashed, the S&P 500 Index tumbled as much as 3.2%.Most investment professionals doubted that an unexpectedly high inflation reading would push the central bank off course to raise rates at their September meeting by an amount not seen since 1984.“The Fed will want to follow what the market expects and the market is really expecting a 75 basis points move -– so that’s what the Fed will do,” said Tom Di Galoma, managing director at Seaport Global.But on Tuesday, Nomura economists changed their forecast for the Fed’s September meeting from a 75 to 100 basis points, writing that “a more aggressive path of interest rate hikes will be needed to combat increasingly entrenched inflation.”Larry Summers, former Treasury Secretary and the President Emeritus of Harvard University, tweeted that if he was a Fed official, he would pick “a 100 basis points move to reinforce credibility.”And Scott Buchta, head of fixed-income strategy at Brean Capital, said that if the Fed needs to raise rates sharply, it would be best to do so quickly and get it over with.“Seventy-five is most likely, but they should do 100,” he said.Here’s what other Wall Street strategists said:Andrew Lekas, head of FICC trading at Old Mission Capital:“Oddly enough, I think the market might rally,” he said. “They want to see the Fed take things seriously on the inflation front, and the sooner we get to the end of these hikes the better.”“The knee-jerk reaction is probably lower in all risk assets, and there’s the obvious funding impact on anyone who is using leverage, but for the medium term health of the market I think 100 might make sense.”Steven Englander, head of Group-of-10 currency research at Standard Charter:“If you are on the FOMC and believe that the market needs shock and awe to lower inflation expectations, then maybe you argue for 100bps. I think it’s more sensible for the FOMC to say ‘we can keep raising rates as far as we have to but don’t have to do it at once.’”Ian Shepherdson, chief economist at Pantheon Macroeconomics:“Eleven Fed officials have made it very clear that they will not slow the pace of rate hikes until they see convincing evidence that core inflation pressure is easing on a sequential basis. These data mean that the chance of a 50bp hike next week has gone,” he said. “But the 20% chance of a 100bp hike now priced-in looks over the top.”Kate Moore, BlackRock Head of Thematic Strategy for Global Allocation:“We haven’t changed our call (75bp) but I think it’s really wise to adjust expectations around the forward path especially to the year end,” she said. “The fact that 100bps is starting to get somewhat priced into the market, it’s a bit destabilizing for the equity market.”Nisha Patel, director and portfolio manager of fixed income at Parametric:“Don’t be surprised if the Fed’s hand is forced to do 100bps. The idea that inflation had peaked has been dispelled and now the likelihood of that soft landing for the economy has only decreased. Expect long-bond yields likely to come down leading up to the September meeting as recessionary risk increases.”Seema Shah, Chief Global Strategist at Principal Global Investors:“Until the Fed can tame that beast, there is simply no room for a discussion on pivots or pauses.”Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management:“Powell has been more careful with his communications. If we go for 100bps, I would expect we would get the same tipping of the hand as we have gotten when we did 75bps.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994752046,"gmtCreate":1661703219588,"gmtModify":1676536563326,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"does not look goosld&nbsp;","listText":"does not look goosld&nbsp;","text":"does not look goosld","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994752046","repostId":"1161837457","repostType":4,"repost":{"id":"1161837457","kind":"news","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia&#39;s third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker&#39;s results last year. Because of the size of the expected revenue drop-off in FQ3&#39;23, Nvidia&#39;s shares are likely set to correct further to the downside!</p><p><b>Nvidia&#39;s FQ2&#39;23 earnings card was as expected</b></p><p>Nvidia&#39;s second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia&#39;s FQ2&#39;23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia&#39;s gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia&#39;s graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2&#39;23 Results</p><p>Nvidia&#39;s Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia&#39;s computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia&#39;s Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia&#39;s Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia&#39;s Gaming business saw the biggest slowdown, the firm&#39;s &#39;OEM and Other&#39; business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia&#39;s CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn&#39;t break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don&#39;t see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia&#39;s release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia&#39;s business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia&#39;s revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia&#39;s revenue potential. I also expect the pricing trend for both NVIDIA&#39;s GeForce RTX 30 and AMD&#39;s Radeon RX 6000 to remain negative, with larger discounts to the manufacturer&#39;s suggested retail price possible. Nvidia&#39;s RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia&#39;s flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia&#39;s revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia&#39;s FQ3&#39;23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia&#39;s generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia&#39;s shares.</p><p>Nvidia&#39;s shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia&#39;s GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3&#39;23, will reflect a reset of growth expectations which in itself could lead Nvidia&#39;s shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia&#39;s period of hyper-growth is ending.</p><p>Nvidia&#39;s outlook for FQ3&#39;23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia&#39;s valuation much more severely going forward. As estimates correct to the downside, Nvidia&#39;s valuation is set to experience more pressure!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Guidance Is A Game-Changer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994199290,"gmtCreate":1661570920112,"gmtModify":1676536544454,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"ah wellz....things will pick up!&nbsp;","listText":"ah wellz....things will pick up!&nbsp;","text":"ah wellz....things will pick up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994199290","repostId":"2262063129","repostType":4,"repost":{"id":"2262063129","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1661548134,"share":"https://ttm.financial/m/news/2262063129?lang=&edition=fundamental","pubTime":"2022-08-27 05:08","market":"us","language":"en","title":"US STOCKS-Wall Street Ends in a Hole After Powell's Wyoming Speech","url":"https://stock-news.laohu8.com/highlight/detail?id=2262063129","media":"Reuters","summary":"(Reuters) - Wall Street ended Friday with all three benchmarks more than 3% lower, as Federal Reserv","content":"<html><head></head><body><p>(Reuters) - Wall Street ended Friday with all three benchmarks more than 3% lower, as Federal Reserve Chief Jerome Powell&#39;s signal that the central bank would keep hiking rates to tame inflation nixed nascent hopes for a more modest path among some investors.</p><p>The Nasdaq led declines among the three U.S. benchmarks, registering its worst daily performance since June 16, weighed by high-growth technology stocks which tumbled after rallying the previous day in anticipation of Powell&#39;s scheduled speech to the Jackson Hole central banking conference in Wyoming.</p><p>The U.S. economy will need tight monetary policy &#34;for some time&#34; before inflation is under control, Powell said at the event. That means slower growth, a weaker job market and &#34;some pain&#34; for households and businesses, he added.</p><p>Investors knew further rate rises were coming, and they have been divided between whether a 75-basis-point and a 50-basis-point hike by the Fed was coming next month.</p><p>However, recent data highlighting continued strength in the labor market, to offset two consecutive quarters of negative economic growth, had led to some speculating a more tempered pace of hikes could be forthcoming.</p><p>&#34;The pushback is coming from the idea that it&#39;s not about the pace of hikes going forward and how they tighten financial conditions, it&#39;s about the duration of remaining at that restrictive policy stance,&#34; said Garrett Melson, portfolio strategist at Natixis Investment Managers.</p><p>&#34;That&#39;s the nuance they are trying to push forward and Powell was, maybe, a bit more explicit in that today. But if you&#39;ve listened to other Fed speakers in the last couple of weeks, it&#39;s the same message.&#34;</p><p>With investors repositioning after absorbing the speech, the Cboe Volatility Index jumped 3.78 points to 25.56, its highest close in six weeks.</p><p>All the 11 major S&amp;P 500 sectors were lower, led by declines of between 3.9% and 4.3% in the information technology , communication services and consumer discretionary indexes.</p><p>The S&amp;P 500 lost 141.46 points, or 3.37%, to end at 4,057.66 points, while the Nasdaq Composite lost 497.56 points, or 3.94%, to 12,141.71. The Dow Jones Industrial Average fell 1,008.38 points, or 3.03%, to 32,283.40.</p><p>High-growth and technology stocks dropped. Nvidia Corp and Amazon.com Inc fell 9.2% and 4.8%, respectively, having led gainers in the previous session. Meanwhile, Google-parent Alphabet Inc, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, and <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc</a> also dipped between 4.1% and 7.7%.</p><p>U.S. stock indexes have retreated since the turn of the year as investors priced in the expectation of aggressive interest rate hikes and a slowing economy.</p><p>But they have recovered strongly since June, with the S&amp;P 500 recouping nearly half its losses for the year on stronger-than-expected quarterly earnings and hopes decades-high inflation has peaked.</p><p>However, Friday&#39;s falls wiped out the modest August gains which all three benchmarks had previously carved out, and sent the trio to their second straight week of declines.</p><p>For the week, the Nasdaq slid 4.4%, the Dow lost 4.2%, and the S&amp;P 500 fell 4%.</p><p>Data earlier showed consumer spending barely rose in July, but inflation eased considerably, which could give the Fed room to trim its aggressive interest rate increases.</p><p>Dell Technologies Inc fell 13.5% as it joined rivals in predicting a slowdown as inflation and the darkening economic outlook prompt consumers and businesses to tighten their purse strings.</p><p>Affirm Holdings Inc tumbled 21.3% after the buy-now-pay-later lender forecast full-year revenue below Wall Street estimates, underscoring the broader downturn in the fortunes of the once high-flying fintech sector.</p><p>Volume on U.S. exchanges was 10.37 billion shares, compared with the 10.64 billion average for the full session over the last 20 trading days.</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>US STOCKS-Wall Street Ends in a Hole After Powell's Wyoming Speech</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\">\nUS STOCKS-Wall Street Ends in a Hole After Powell's Wyoming Speech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-27 05:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street ended Friday with all three benchmarks more than 3% lower, as Federal Reserve Chief Jerome Powell&#39;s signal that the central bank would keep hiking rates to tame inflation nixed nascent hopes for a more modest path among some investors.</p><p>The Nasdaq led declines among the three U.S. benchmarks, registering its worst daily performance since June 16, weighed by high-growth technology stocks which tumbled after rallying the previous day in anticipation of Powell&#39;s scheduled speech to the Jackson Hole central banking conference in Wyoming.</p><p>The U.S. economy will need tight monetary policy &#34;for some time&#34; before inflation is under control, Powell said at the event. That means slower growth, a weaker job market and &#34;some pain&#34; for households and businesses, he added.</p><p>Investors knew further rate rises were coming, and they have been divided between whether a 75-basis-point and a 50-basis-point hike by the Fed was coming next month.</p><p>However, recent data highlighting continued strength in the labor market, to offset two consecutive quarters of negative economic growth, had led to some speculating a more tempered pace of hikes could be forthcoming.</p><p>&#34;The pushback is coming from the idea that it&#39;s not about the pace of hikes going forward and how they tighten financial conditions, it&#39;s about the duration of remaining at that restrictive policy stance,&#34; said Garrett Melson, portfolio strategist at Natixis Investment Managers.</p><p>&#34;That&#39;s the nuance they are trying to push forward and Powell was, maybe, a bit more explicit in that today. But if you&#39;ve listened to other Fed speakers in the last couple of weeks, it&#39;s the same message.&#34;</p><p>With investors repositioning after absorbing the speech, the Cboe Volatility Index jumped 3.78 points to 25.56, its highest close in six weeks.</p><p>All the 11 major S&amp;P 500 sectors were lower, led by declines of between 3.9% and 4.3% in the information technology , communication services and consumer discretionary indexes.</p><p>The S&amp;P 500 lost 141.46 points, or 3.37%, to end at 4,057.66 points, while the Nasdaq Composite lost 497.56 points, or 3.94%, to 12,141.71. The Dow Jones Industrial Average fell 1,008.38 points, or 3.03%, to 32,283.40.</p><p>High-growth and technology stocks dropped. Nvidia Corp and Amazon.com Inc fell 9.2% and 4.8%, respectively, having led gainers in the previous session. Meanwhile, Google-parent Alphabet Inc, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, and <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc</a> also dipped between 4.1% and 7.7%.</p><p>U.S. stock indexes have retreated since the turn of the year as investors priced in the expectation of aggressive interest rate hikes and a slowing economy.</p><p>But they have recovered strongly since June, with the S&amp;P 500 recouping nearly half its losses for the year on stronger-than-expected quarterly earnings and hopes decades-high inflation has peaked.</p><p>However, Friday&#39;s falls wiped out the modest August gains which all three benchmarks had previously carved out, and sent the trio to their second straight week of declines.</p><p>For the week, the Nasdaq slid 4.4%, the Dow lost 4.2%, and the S&amp;P 500 fell 4%.</p><p>Data earlier showed consumer spending barely rose in July, but inflation eased considerably, which could give the Fed room to trim its aggressive interest rate increases.</p><p>Dell Technologies Inc fell 13.5% as it joined rivals in predicting a slowdown as inflation and the darkening economic outlook prompt consumers and businesses to tighten their purse strings.</p><p>Affirm Holdings Inc tumbled 21.3% after the buy-now-pay-later lender forecast full-year revenue below Wall Street estimates, underscoring the broader downturn in the fortunes of the once high-flying fintech sector.</p><p>Volume on U.S. exchanges was 10.37 billion shares, compared with the 10.64 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262063129","content_text":"(Reuters) - Wall Street ended Friday with all three benchmarks more than 3% lower, as Federal Reserve Chief Jerome Powell's signal that the central bank would keep hiking rates to tame inflation nixed nascent hopes for a more modest path among some investors.The Nasdaq led declines among the three U.S. benchmarks, registering its worst daily performance since June 16, weighed by high-growth technology stocks which tumbled after rallying the previous day in anticipation of Powell's scheduled speech to the Jackson Hole central banking conference in Wyoming.The U.S. economy will need tight monetary policy \"for some time\" before inflation is under control, Powell said at the event. That means slower growth, a weaker job market and \"some pain\" for households and businesses, he added.Investors knew further rate rises were coming, and they have been divided between whether a 75-basis-point and a 50-basis-point hike by the Fed was coming next month.However, recent data highlighting continued strength in the labor market, to offset two consecutive quarters of negative economic growth, had led to some speculating a more tempered pace of hikes could be forthcoming.\"The pushback is coming from the idea that it's not about the pace of hikes going forward and how they tighten financial conditions, it's about the duration of remaining at that restrictive policy stance,\" said Garrett Melson, portfolio strategist at Natixis Investment Managers.\"That's the nuance they are trying to push forward and Powell was, maybe, a bit more explicit in that today. But if you've listened to other Fed speakers in the last couple of weeks, it's the same message.\"With investors repositioning after absorbing the speech, the Cboe Volatility Index jumped 3.78 points to 25.56, its highest close in six weeks.All the 11 major S&P 500 sectors were lower, led by declines of between 3.9% and 4.3% in the information technology , communication services and consumer discretionary indexes.The S&P 500 lost 141.46 points, or 3.37%, to end at 4,057.66 points, while the Nasdaq Composite lost 497.56 points, or 3.94%, to 12,141.71. The Dow Jones Industrial Average fell 1,008.38 points, or 3.03%, to 32,283.40.High-growth and technology stocks dropped. Nvidia Corp and Amazon.com Inc fell 9.2% and 4.8%, respectively, having led gainers in the previous session. Meanwhile, Google-parent Alphabet Inc, Meta Platforms Inc, and Block Inc also dipped between 4.1% and 7.7%.U.S. stock indexes have retreated since the turn of the year as investors priced in the expectation of aggressive interest rate hikes and a slowing economy.But they have recovered strongly since June, with the S&P 500 recouping nearly half its losses for the year on stronger-than-expected quarterly earnings and hopes decades-high inflation has peaked.However, Friday's falls wiped out the modest August gains which all three benchmarks had previously carved out, and sent the trio to their second straight week of declines.For the week, the Nasdaq slid 4.4%, the Dow lost 4.2%, and the S&P 500 fell 4%.Data earlier showed consumer spending barely rose in July, but inflation eased considerably, which could give the Fed room to trim its aggressive interest rate increases.Dell Technologies Inc fell 13.5% as it joined rivals in predicting a slowdown as inflation and the darkening economic outlook prompt consumers and businesses to tighten their purse strings.Affirm Holdings Inc tumbled 21.3% after the buy-now-pay-later lender forecast full-year revenue below Wall Street estimates, underscoring the broader downturn in the fortunes of the once high-flying fintech sector.Volume on U.S. exchanges was 10.37 billion shares, compared with the 10.64 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995985555,"gmtCreate":1661394178779,"gmtModify":1676536511068,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"seems tome to invest","listText":"seems tome to invest","text":"seems tome to invest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995985555","repostId":"1180554159","repostType":4,"repost":{"id":"1180554159","kind":"news","pubTimestamp":1661399881,"share":"https://ttm.financial/m/news/1180554159?lang=&edition=fundamental","pubTime":"2022-08-25 11:58","market":"us","language":"en","title":"What You Need to Know about Tesla’s Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=1180554159","media":"TipRanks","summary":"Story HighlightsTesla’s upcoming stock split may offer new opportunities for investors to get in. In","content":"<div>\n<p>Story HighlightsTesla’s upcoming stock split may offer new opportunities for investors to get in. In addition, some of Tesla’s new developments may even justify staying in.The last several months for ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/what-you-need-to-know-about-teslas-nasdaqtsla-stock-split\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What You Need to Know about Tesla’s Stock Split</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\">\nWhat You Need to Know about Tesla’s Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/what-you-need-to-know-about-teslas-nasdaqtsla-stock-split><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla’s upcoming stock split may offer new opportunities for investors to get in. In addition, some of Tesla’s new developments may even justify staying in.The last several months for ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/what-you-need-to-know-about-teslas-nasdaqtsla-stock-split\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tipranks.com/news/article/what-you-need-to-know-about-teslas-nasdaqtsla-stock-split","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180554159","content_text":"Story HighlightsTesla’s upcoming stock split may offer new opportunities for investors to get in. In addition, some of Tesla’s new developments may even justify staying in.The last several months for electric car maker Tesla (TSLA) have been a long, strange ride. Price changes, stock action, and the ongoing sideshow that is Twitter (TWTR) have made for a stock that has split opinions throughout the ecosystem. Tesla’s latest move, an upcoming stock split, should draw some new interest. Tesla’s newest stock split is set to arrive tomorrow, August 25. The planned stock split is a three-for-one split.Thus, anyone who owns a hundred shares of Tesla will, tomorrow, own 300. Once that kicks in, Tesla shares will start trading at the new price. The new price will be reduced by about two-thirds, at least until it starts trading in earnest.The last 12 months for Tesla shares have been as volatile as you could ask for. Nevertheless, shares are higher during the time period, as last year at this time, a share of Tesla cost just over $700.By early November, that climbed to just over $1,200. A series of drops and rallies followed, up until the low for the year, around $620. It’s recovered since and is now challenging—and likely to beat—the $900 per share mark today.Tesla can be a very attractive stock, but it’s not without its problems. The last time I talked Tesla, I shifted to neutral thanks to a potential stock split. Now that that stock split is about to be a reality, I’m going to shift once again to bullish. The move is likely to succeed at its intended purpose, at least in the short term, and getting in now may be a smart plan.Investor Sentiment isn’t Good for TSLA StockRight now, investor sentiment is not working well in Tesla’s favor. Tesla currently has a 5 out of 10 Smart Score on TipRanks, which is right around the mid-level of Neutral. That means the stock is very slightly more likely to lag the broader market than it is to outperform it.Insider trading, however, is very much cast against Tesla stock. Insider trading at Tesla is extremely sell-weighted, with virtually no buying activity seen in the last 12 months altogether. However, most of the buying activity at Tesla took place in the last three months.In the last three months, there have been two buy transactions but 14 sell transactions. The last 12 months are much more heavily sell-weighted. There were three buy transactions but 95 sell transactions.Much of what’s weighing Tesla down is CEOElon Musk, who sold stock in six different packages 16 days ago. Musk’s selling activity is largely related to the upcoming Twitter deal. If the court cases don’t go his way, he may have no choice but to buy Twitter regardless of how many bots it has in the system.Why Do Companies Split Their Stock?About three years ago, NASDAQ released a study that shows that stocks that split tend to rise immediately after that split takes place. The study found that just announcing a split gooses a stock an average of 2.5%, while the stock itself tends to outperform by about 5% after a full year.Second, the idea works on a functional level. Not only do people like the thought of getting something for nothing—which, essentially, they do in a stock split—but also, it opens up the possibility of new investment.Tesla’s share price may have driven off otherwise-interested investors. It’s hard to justify dropping $1,000 on anything, especially at a time when your job may be at risk, or you’ve got a mortgage payment to make.An economic recession—like the one we’re arguably in now—is just such a time. So for Tesla to basically announce a 66% off sale is likely to draw in interested investors who may now have the means to buy in.However, as some point out, there’s a chance this potential rally in the making may fizzle. After all, there’s not much reason to run a stock split to draw new investors, as many brokerages now allow buyers to buy fractional shares.In addition, there’s the issue of growing competition in Tesla’s primary market of electric cars. With several Chinese firms stepping in, as well as the legacy automakers like Ford (F) and General Motors (GM), Tesla has more businesses pushing to take a piece of its market share.It was one thing when Tesla was the biggest thing in electric cars, even if that was because it was the only thing. Now, electric cars are more readily available.With Tesla actively hampering its own market with all the price hikes, that’s not going to help either. Tesla’s recent price hike on Full Self-Driving software, taking it from $12,000 to $15,000, won’t endear it to potential customers.However, there’s also the matter of Tesla’s side business in electric power. Its batteries have quietly shown up, every so often, at major utilities and even in individual homes. It’s a way for customers to bridge the gap between outages in the broader grid. Tesla has already planned to launch an electricity retail arm in Texas.Given the sheer number of blackouts and brownouts seen lately, along with the rise of work-from-home, that development is certainly welcome.Is Tesla Stock a Buy?Turning to Wall Street, Tesla has a Moderate Buy consensus rating. That’s based on 18 Buys, five Holds, and six Sells assigned in the past three months. The averageTesla price targetof $921.59 implies 3.62% upside potential. Analyst price targets range from a low of $250 per share to a high of $1,580 per share.Conclusion: Short-Term Gains, Long-Term Caution for TSLA StockTesla is in a good position for gains right now, and that’s why I’m bullish. Those who buy ahead of tomorrow’s split will likely see the most out of this development. However, those who do buy in will need to watch it closely for signs of weakness. For the long term, Tesla still has several potential problems to address, but it also has some exciting positives. Given the number of possibilities, it may be worth getting in right now.That’s why I’m shifting to bullish, at least for now. There are quite a few ways to win with Tesla right now, though these may not be around for long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927948517,"gmtCreate":1672380349640,"gmtModify":1676538682219,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"maybe time to buy in","listText":"maybe time to buy in","text":"maybe time to buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927948517","repostId":"2294988737","repostType":4,"repost":{"id":"2294988737","kind":"highlight","pubTimestamp":1672379473,"share":"https://ttm.financial/m/news/2294988737?lang=&edition=fundamental","pubTime":"2022-12-30 13:51","market":"us","language":"en","title":"Why These 10 Financial Stocks Could Soar in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2294988737","media":"InvestorPlace","summary":"Most of the broader markets have taken a hit in recent years, but there’s a lot of potential for the","content":"<html><head></head><body><ul><li>Most of the broader markets have taken a hit in recent years, but there’s a lot of potential for them to turn around. This is your chance to buy financial stocks before they mount a comeback and become overvalued.</li><li><b>Toast</b> (<b>TOST</b>): Now that the pandemic is over and people are dining out again, it is time to give this recovery play a chance.</li><li><b>SoFi Technologies</b> (<b>SOFI</b>): SoFi can now issue loans and provide deposit services without relying on third parties, making it a legitimate bank.</li><li><b>Intuit</b> (<b>INTU</b>): Intuit doesn’t rely on the economic health of certain market segments for its success.</li><li><b>Lemonade</b> (<b>LMND</b>): This AI-focused insurance company is inching closer to profitability.</li><li><b>Wells Fargo</b> (<b>WFC</b>): As cost cutting is a key part of the Wells Fargo strategy for 2023, it is a good investment prospect for the next year.</li><li><b>Citigroup</b> (<b><u>C</u></b>): Despite a strong bearish market sentiment, now may be the time to take advantage of Citigroup’s underdog status.</li><li><b><a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a></b> (<b>FITB</b>): The wide geographic reach is a key advantage of this bank with impressive reach, finances and products</li><li><b>$First Republic Bank(FRC-N)$</b> (<b>FRC</b>): First Republic might be a little pricey for some in the banking world, but considering their 10-year performance, long-term investors are likely to be rewarded.</li><li><b><a href=\"https://laohu8.com/S/SBNYW\">Signature Bank</a></b> (<b>SBNY</b>): For those ready to get past the recent debacles in the crypto space, the fintech innovations here might be worth a look.</li><li><b><a href=\"https://laohu8.com/S/V\">Visa</a> </b>(<b>V</b>): Visa’s stock price will only get better from here because of a strong outlook for 2023.</li></ul><p><img src=\"https://static.tigerbbs.com/8c25f1f7a40ec3ef45677c00ea697fd7\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: FabrikaSimf / Shutterstock</p><p>Investing in financial stocks can be extremely lucrative if you know which financial stocks to buy. With artful research and creative financial strategies, many investors can find stocks that will bring impressive returns and provide plenty of financial security.</p><p>Take the time to understand a company’s financial statements, management decisions and goals before investing if you want maximum bang for your buck. It is vital to do so at this time, considering the bear market we experienced this year.</p><p>Bank stocks took a hard hit after an encouraging 2021. One issue is that banks are closely tied to the conflict in Ukraine. In response to the crisis, loan growth has slowed down. Additionally, stock prices overall have been on a free fall since the start of 2022. Although the markets may seem unpredictable, bank stocks remain undervalued. The Federal Reserve is set to increase interest rates to meet its inflation goal of 2%, which sets up banks for increased earnings.</p><p>To help you stay informed and prepared, we have a hand-selected mix of the best financial stocks to buy in 2023 that should not be overlooked. By thoroughly researching these options, you can play it safe while potentially earning impressive returns in an uncertain future market. Below is our list of the ten best financial stocks to buy in 2023.</p><table border=\"1\"><tbody><tr><td><b>TOST</b></td><td>Toast</td><td>$17.15</td></tr><tr><td><b>SOFI</b></td><td>SoFi Technologies</td><td>$4.39</td></tr><tr><td><b>INTU</b></td><td>Intuit</td><td>$383.11</td></tr><tr><td><b>LMND</b></td><td>Lemonade</td><td>$13.41</td></tr><tr><td><b>WFC</b></td><td>Wells Fargo</td><td>$41.04</td></tr><tr><td><b>C</b></td><td>Citigroup</td><td>$44.39</td></tr><tr><td><b>FITB</b></td><td><a href=\"https://laohu8.com/S/FITBP\">Fifth Third Bancorp</a></td><td>$32.80</td></tr><tr><td><b>FRC</b></td><td>First Republic Bank</td><td>$119.68</td></tr><tr><td><b>SBNY</b></td><td><a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a></td><td>$113.98</td></tr><tr><td><b>V</b></td><td>Visa</td><td>$206.29</td></tr></tbody></table><h2></h2><h2>Toast (TOST)</h2><p><img src=\"https://static.tigerbbs.com/87c4cb95e4750664e6d9a2ae372ab17d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: TonelsonProductions / Shutterstock.com</p><p><b>Toast</b> (NYSE:<b><u>TOST</u></b>) has developed a cloud solution for restaurants that helps them run their business smoothly. Due to the pandemic, it suffered through some of its worst years in 2020 and 2021. However, now things are getting back to normal, and recent financial results confirm this.</p><p>The company’s numbers look promising, with a 55% rise in revenues year-over-year after Q3, and adjusted losses going down to $98 million from $254 million last year. The company also upgraded its outlook for the fourth quarter. Now, revenue is expected to be between $730 million and $760 million against a consensus analyst forecast of $725 million.</p><p>However, this solid performance is not reflected in the markets. The stock is down over 50% in the year thus far. Investors are still cautious concerning the recovery of the restaurant market, which is reflected in Toast’s share price. However, in many countries, things are pretty normal. So, the stock can come back next year, making it one of the best financial stocks to buy. Shares are now being traded at a favorable price. If you’re thinking of investing in the next comeback story, now might be the right time to do so.</p><h2>SoFi Technologies (SOFI)</h2><p><img src=\"https://static.tigerbbs.com/48292c92091b1f82f856c6471de9b640\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Michael Vi / Shutterstock</p><p>This year, <b>SoFi’s</b> (NASDAQ:<b><u>SOFI</u></b>) stock price has taken a plunge. Shares are down more than 70% despite it being a great year for the fintech company. It completed the purchase of <b>Golden Pacific Bancorp</b> earlier this year, which means SoFi Technologies is now well and truly a bank. It no longer relies on third-party financial institutions to issue loans and provide deposit services. That puts it in a different league from other fintech players.</p><p>In addition, SoFi’s personal loan business is increasingly profitable. According to recent reports, the success of that sector has allowed the firm to beat consensus expectations consistently. It also allows the online bank to circumvent the broader macroeconomic environment, despite mixed performance in other areas of its portfolio. This is great news for SoFi’s many customers and employees, who eagerly await the end of the student loan repayment pause to end.</p><p>With its strong overall performance, SoFi appears to be on its way to a bright future. Furthermore, when the moratorium on student loan payments ends, SoFi will have back one of its best-performing segments. For these reasons, SoFi is one of the best financial stocks to buy.</p><h2>Intuit (INTU)</h2><p><img src=\"https://static.tigerbbs.com/53f455115235b57d5df5424361f48837\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: T. Schneider / Shutterstock.com</p><p><b>Intuit</b> (NASDAQ:<b><u>INTU</u></b>) experienced impressive growth in the last fiscal year, with total revenue increasing by 32%, excluding the acquisition of email marketing provider MailChimp. It’s a testament to their business chops and financial acumen that they’ve come out on top in this difficult economic climate. Along with that comes premium stock prices. However, it’s for a good reason. Intuit remains competitive even when times are tough for its customers – small businesses and consumers who have been especially hard hit by current events.</p><p>Intuit’s software tools have become indispensable resources, especially as belts are tightened amid an economic downturn. As a leader in tax software (Turbo Tax) and small business management solutions (QuickBooks, MailChimp), Intuit has been able to continue the positive trajectory of its small business segment. The performance comes despite budget cuts – with CFO Michelle Clatterbuck recently sharing the expectation that this sector will grow by an impressive 20% in fiscal 2023.</p><p>From DIY-ers filing their taxes using Turbo Tax to businesses taking advantage of industry-leading fiscal solutions through QuickBooks and marketing assistance with MailChimp, Intuit possesses a robust operating model. Many of the segments are recession resistant. People need to manage their finances and file their returns. Growth in subscriber numbers might slow down for a couple of quarters. But the existing consumer base is incredibly sticky. The latest quarterly numbers show that revenue shot up 29%, despite a tough operating environment. That kind of performance is rare to find in the current market.</p><h2>Lemonade (LMND)</h2><p><img src=\"https://static.tigerbbs.com/c14e096937bf1431331d06ce166f1a42\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Stephanie L Sanchez / Shutterstock.com</p><p><b>Lemonade’s</b> (NYSE:<b><u>LMND</u></b>) entry into the insurance market is a major disruption to the industry – and with it comes great advantages for its technology and customers. Its use of machine learning provides the potential for a more accurate assessment of underwriting policies. It allows Lemonade to be competitive in pricing compared to traditional systems. Furthermore, the innovative approach has won them fans in the form of customers who enjoy their product and rave about their customer service. It is an advantage that takes time, investment and dedication to acquire. With these elements combined, Lemonade has placed itself as a major player in the market, ready for whatever may come next.</p><p>Lemonade is proving its value by focusing on the in-force premium (IFP) as its top-line metric instead of revenue alone. The success in achieving high growth goals has resulted in a 76% increase in IFP since last year, with a 35% boost in premium per customer and a 30% jump in customer count. Moving forward, the company is committed to focusing on profitability. Despite the risk of utilizing machine learning to price policies, Lemonade is certain to offer an improved product. At the same time, it is consistently growing its market share.</p><p>Lemonade has taken a similar turn as much of the tech industry, seeing a big fall in market cap this year. It’s trading at very attractive valuations and is worth keeping an eye on. Although it is a bit risky, it deserves a place on this list of financial stocks to buy because of its disruptive quality.</p><h2>Wells Fargo (WFC)</h2><p><img src=\"https://static.tigerbbs.com/8ee9ecd1e4c83ba30234b786608d565b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Kristi Blokhin / Shutterstock.com</p><p><b>Wells Fargo</b> (NYSE:<b><u>WFC</u></b>) is one of the largest and most impressive banks in the United States. It offers an attractive risk-reward prospect for investors, making it an enticing option for those with high returns in mind.</p><p>Wells Fargo has plans to make cost cutting a key focus area going into 2023 – this could be a major source of competitive differentiation between them and others. On top of this, the eventual abolition of its asset cap imposed by the Federal Reserve presents another significant positive development. It can help attract more attention to the company come 2023.</p><p>Wells Fargo &amp; Co. is slightly more attractive than other megabanks because it relies more on its consumer banking and lending arm than the investment banking business. It might not be by design, but the operating model for WFC is ideal in the current environment. In a turbulent economic climate, consumer banking has emerged as the saving grace for banks. While investment banking activity falters and markets continue to be bearish, people remain willing to take out loans with rising interest rates that generate much-needed income for financial institutions. Therefore, heading into 2023, Wells Fargo &amp; Co. is in a great position.</p><h2>Citigroup (C)</h2><p><img src=\"https://static.tigerbbs.com/b8be6f39724ff165859679d70eb45fc4\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Willy Barton / Shutterstock.com</p><p>Despite a strong bearish market sentiment, now may be the time to take advantage of <b>Citigroup’s</b> (NYSE:<b><u>C</u></b>) underdog status. The current price offers significant upside potential regardless of what happens with Citi’s planned divestitures. The execution risk shouldn’t stop sophisticated investors willing to give them a chance and look past the recent roadblocks. It’s up to Citigroup to prove they have what it takes to get back on track, but the big payoff could be well worth it.</p><p>Citigroup’s difficulties in 2022 reflect a challenging year of business operations. Unfortunately, its stock has plummeted close to 30%. Its value at the present low point has become a cause for further concern. The banking giant unveiled a multi-year transformation plan to improve its fortunes, yet the results were impaired due to several unforeseen obstacles encountered along the way. These delays were costly, allowing write-downs that affected contract invoicing and other financials. Moreover, Citigroup is contending with certain regulatory issues, while still operating under the looming threat of higher capital requirements.</p><p>On the bright side, the investment bank is undergoing a major revamp of its consumer banking operations, setting the stage for an increasingly streamlined and profitable institution. By winding down or selling 14 international units – including Citibanamex in Mexico with remarkable returns – the bank will be able to hone in on core strengths such as investment banking, corporate banking and wealth management services. Making the business model more nimble is ideal, especially in a volatile market. It sets up Citigroup nicely for 2023 and beyond, sealing its fate among financial stocks to buy.</p><h2>Fifth Third Bancorp (FITB)</h2><p><img src=\"https://static.tigerbbs.com/5924259b53a5f1c3b737f7041510ef8d\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Susan Montgomery / Shutterstock.com</p><p><b>Fifth Third Bancorp</b> (NASDAQ:<b><u>FITB</u></b>) is an impressive regional bank with increasing reach, strong finances and impressive products. Their expanding presence in the Southeast region ensures more customers can access their high-quality banking services, which include retail and commercial banking, consumer lending and asset management. The bank’s solid footing also provides a great foundation for outperformance when market conditions become turbulent – as they always do.</p><p>Furthermore, Fifth Third has seen improving credit quality over the past few years, which will protect them during an economic recession. The pandemic’s dramatic economic downturn left banks facing a critical test: evaluating and preparing for the heightened risk of loan defaults. At Fifth Third Bancorp, management shone under pressure. It did exceedingly well by accurately predicting potential losses while prudently setting aside reserves to cover them. The accomplishment is worthy of praise in uncertain times. That performance is carrying through even after the pandemic. Moreover, their technological advancements have not been appreciated by the market yet.</p><p>All these factors make Fifth Third Bancorp a great choice for investors looking to buy financial stocks for long-term growth potential.</p><h2>First Republic Bank (FRC)</h2><p><img src=\"https://static.tigerbbs.com/767ae57902974e7f0b2a7eff4ca4b93a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Tada Images / Shutterstock.com</p><p><b>First Republic Bank</b> (NYSE:<b><u>FRC</u></b>) is a great example of how excellent customer service can build strong and lasting relationships. Having been in operation for the past four decades, their commitment to providing private consumer and business banking and private wealth management in New York and California has resulted in hard-earned customer loyalty.</p><p>First Republic Bank did not do well this year like other financial stocks. Part of the reason is the wider economic downturn. However, Co-CEO James Herbert taking a leave also played a part. However, the company recently reported a revenue increase of 16.9% YoY, and net income rose 21%. Therefore, there is a feeling abound that the stock has been harshly treated.</p><p>Over the last four quarters, First Republic Bank has consistently posted healthy earnings. They far exceeded even the most optimistic of analysts’ predictions. This extraordinary performance should not be taken lightly – it is a testimony to the incredible management, leadership and competent staff that has enabled this financial institution to stand out as a leader in its field. With this consistent success over such an extended period, First Republic Bank will reap greater rewards. Investors are sure to take notice and respond accordingly.</p><h2>Signature Bank (SBNY)</h2><p><img src=\"https://static.tigerbbs.com/bf5fe8cabcc4399985777866c3318ed1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: PL Gould / Shutterstock.com</p><p><b><a href=\"https://laohu8.com/S/SBNYP\">Signature Bank</a></b> (NASDAQ:<b><u>SBNY</u></b>) is a prominent commercial banking institution with assets valued at $114.47 billion in the third quarter of 2022. Despite recent market turbulence caused by FTX bankruptcy and cryptocurrency contagion anxiety among some investors, shares are attractive as experts anticipate a Federal Reserve rate increase to factor in future conditions.</p><p>Signature Bank is certainly conscious of the FTX debacle. (If you want to take a deep dive into the collapse, here is a great piece from Luke Lango that gives a great blow-by-blow account. Louis Navellier has you covered if you want to know how to navigate the future of crypto investing, particularly in the case of tokens.) It decided to end digital asset-associated deposits, as they only had a deposit relationship with FTX, citing volatility due to recent events. This news sent ripples through the marketplace, leaving executives and enthusiasts alike wondering what’s next for digital assets.</p><p>Signature Bank has long been at the forefront of fintech innovation. It offers a revolutionary payments platform tailored specifically to crypto exchanges and clients. Operating 24/7, Signet – as it’s called- provides users with real-time payment solutions, allowing instantaneous transactions within their portfolios. As an added benefit of using this service, customers can place large non-interest-bearing deposits into Signature bank accounts, further driving global financial developments.</p><p>In 2021, Signature had an impressive year following its foray into crypto services. Unfortunately, market developments have since caused the company to scale back operations and reassess its situation. Most notably, the collapse of FTX sent ripples throughout the industry as it spread contagion to other prominent players in this sector. However, despite suffering losses along with many others, Signature escaped relatively unscathed. It did not possess substantial deposits connected with FTX, and further streamlining the business certainly can’t hurt.</p><h2>Visa (V)</h2><p><img src=\"https://static.tigerbbs.com/6ff9693d6e50be02e315086b79aa71f7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Tada Images / Shutterstock.com</p><p><b>Visa</b> (NYSE:<b><u>V</u></b>) has undergone a remarkable transformation; From its humble beginnings as an ordinary payments network, it is now a powerful force in the rapidly growing field of financial technology. Fintech’s development and adoption have surged during these challenging times – indeed, Visa stands at the heart of this revolution.</p><p>Unlike several other financial stocks investors are looking to buy, Visa did well this year. The stock is down close to 5%. This news will not stop the presses. However, the price movement becomes notable when you compare it to the S&amp;P 500, which is down almost 20% this year.</p><p>Visa helps to power commerce around the world with its innovative payment network. In 2022, it propelled over $14 trillion in global sales. In addition, the payment processing company facilitated more than 250 billion transactions across over 80 million merchants worldwide. Boasting an impressive 3.9 billion cardholders, Visa continues to lead the way in digital payments processing networks on a grand scale. Despite a tough 2022, it still managed top-line growth of 19% in its latest quarter. In addition, Visa’s earnings outlook assumes ‘no recession’ and relieved investors spooked by the markets. Heading into 2023 puts Visa in a great position.</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>Why These 10 Financial Stocks Could Soar in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy These 10 Financial Stocks Could Soar in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/12/why-these-10-financial-stocks-could-soar-in-2023-tost-sofi-intu-lmnd-wfc-c-fitb-frc-sbny-v/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most of the broader markets have taken a hit in recent years, but there’s a lot of potential for them to turn around. This is your chance to buy financial stocks before they mount a comeback and ...</p>\n\n<a href=\"https://investorplace.com/2022/12/why-these-10-financial-stocks-could-soar-in-2023-tost-sofi-intu-lmnd-wfc-c-fitb-frc-sbny-v/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","INTU":"财捷","SOFI":"SoFi Technologies Inc.","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4551":"寇图资本持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","TOST":"Toast, Inc.","LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","FITB":"五三银行","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","SBNY":"签字银行","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","C":"花旗","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4107":"财产与意外伤害保险","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4106":"数据处理与外包服务","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","WFC":"富国银行","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4534":"瑞士信贷持仓","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4211":"区域性银行","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LMND":"Lemonade, Inc.","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","V":"Visa","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4166":"消费信贷","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC"},"source_url":"https://investorplace.com/2022/12/why-these-10-financial-stocks-could-soar-in-2023-tost-sofi-intu-lmnd-wfc-c-fitb-frc-sbny-v/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294988737","content_text":"Most of the broader markets have taken a hit in recent years, but there’s a lot of potential for them to turn around. This is your chance to buy financial stocks before they mount a comeback and become overvalued.Toast (TOST): Now that the pandemic is over and people are dining out again, it is time to give this recovery play a chance.SoFi Technologies (SOFI): SoFi can now issue loans and provide deposit services without relying on third parties, making it a legitimate bank.Intuit (INTU): Intuit doesn’t rely on the economic health of certain market segments for its success.Lemonade (LMND): This AI-focused insurance company is inching closer to profitability.Wells Fargo (WFC): As cost cutting is a key part of the Wells Fargo strategy for 2023, it is a good investment prospect for the next year.Citigroup (C): Despite a strong bearish market sentiment, now may be the time to take advantage of Citigroup’s underdog status.Fifth Third Bancorp (FITB): The wide geographic reach is a key advantage of this bank with impressive reach, finances and products$First Republic Bank(FRC-N)$ (FRC): First Republic might be a little pricey for some in the banking world, but considering their 10-year performance, long-term investors are likely to be rewarded.Signature Bank (SBNY): For those ready to get past the recent debacles in the crypto space, the fintech innovations here might be worth a look.Visa (V): Visa’s stock price will only get better from here because of a strong outlook for 2023.Source: FabrikaSimf / ShutterstockInvesting in financial stocks can be extremely lucrative if you know which financial stocks to buy. With artful research and creative financial strategies, many investors can find stocks that will bring impressive returns and provide plenty of financial security.Take the time to understand a company’s financial statements, management decisions and goals before investing if you want maximum bang for your buck. It is vital to do so at this time, considering the bear market we experienced this year.Bank stocks took a hard hit after an encouraging 2021. One issue is that banks are closely tied to the conflict in Ukraine. In response to the crisis, loan growth has slowed down. Additionally, stock prices overall have been on a free fall since the start of 2022. Although the markets may seem unpredictable, bank stocks remain undervalued. The Federal Reserve is set to increase interest rates to meet its inflation goal of 2%, which sets up banks for increased earnings.To help you stay informed and prepared, we have a hand-selected mix of the best financial stocks to buy in 2023 that should not be overlooked. By thoroughly researching these options, you can play it safe while potentially earning impressive returns in an uncertain future market. Below is our list of the ten best financial stocks to buy in 2023.TOSTToast$17.15SOFISoFi Technologies$4.39INTUIntuit$383.11LMNDLemonade$13.41WFCWells Fargo$41.04CCitigroup$44.39FITBFifth Third Bancorp$32.80FRCFirst Republic Bank$119.68SBNYSignature Bank$113.98VVisa$206.29Toast (TOST)Source: TonelsonProductions / Shutterstock.comToast (NYSE:TOST) has developed a cloud solution for restaurants that helps them run their business smoothly. Due to the pandemic, it suffered through some of its worst years in 2020 and 2021. However, now things are getting back to normal, and recent financial results confirm this.The company’s numbers look promising, with a 55% rise in revenues year-over-year after Q3, and adjusted losses going down to $98 million from $254 million last year. The company also upgraded its outlook for the fourth quarter. Now, revenue is expected to be between $730 million and $760 million against a consensus analyst forecast of $725 million.However, this solid performance is not reflected in the markets. The stock is down over 50% in the year thus far. Investors are still cautious concerning the recovery of the restaurant market, which is reflected in Toast’s share price. However, in many countries, things are pretty normal. So, the stock can come back next year, making it one of the best financial stocks to buy. Shares are now being traded at a favorable price. If you’re thinking of investing in the next comeback story, now might be the right time to do so.SoFi Technologies (SOFI)Source: Michael Vi / ShutterstockThis year, SoFi’s (NASDAQ:SOFI) stock price has taken a plunge. Shares are down more than 70% despite it being a great year for the fintech company. It completed the purchase of Golden Pacific Bancorp earlier this year, which means SoFi Technologies is now well and truly a bank. It no longer relies on third-party financial institutions to issue loans and provide deposit services. That puts it in a different league from other fintech players.In addition, SoFi’s personal loan business is increasingly profitable. According to recent reports, the success of that sector has allowed the firm to beat consensus expectations consistently. It also allows the online bank to circumvent the broader macroeconomic environment, despite mixed performance in other areas of its portfolio. This is great news for SoFi’s many customers and employees, who eagerly await the end of the student loan repayment pause to end.With its strong overall performance, SoFi appears to be on its way to a bright future. Furthermore, when the moratorium on student loan payments ends, SoFi will have back one of its best-performing segments. For these reasons, SoFi is one of the best financial stocks to buy.Intuit (INTU)Source: T. Schneider / Shutterstock.comIntuit (NASDAQ:INTU) experienced impressive growth in the last fiscal year, with total revenue increasing by 32%, excluding the acquisition of email marketing provider MailChimp. It’s a testament to their business chops and financial acumen that they’ve come out on top in this difficult economic climate. Along with that comes premium stock prices. However, it’s for a good reason. Intuit remains competitive even when times are tough for its customers – small businesses and consumers who have been especially hard hit by current events.Intuit’s software tools have become indispensable resources, especially as belts are tightened amid an economic downturn. As a leader in tax software (Turbo Tax) and small business management solutions (QuickBooks, MailChimp), Intuit has been able to continue the positive trajectory of its small business segment. The performance comes despite budget cuts – with CFO Michelle Clatterbuck recently sharing the expectation that this sector will grow by an impressive 20% in fiscal 2023.From DIY-ers filing their taxes using Turbo Tax to businesses taking advantage of industry-leading fiscal solutions through QuickBooks and marketing assistance with MailChimp, Intuit possesses a robust operating model. Many of the segments are recession resistant. People need to manage their finances and file their returns. Growth in subscriber numbers might slow down for a couple of quarters. But the existing consumer base is incredibly sticky. The latest quarterly numbers show that revenue shot up 29%, despite a tough operating environment. That kind of performance is rare to find in the current market.Lemonade (LMND)Source: Stephanie L Sanchez / Shutterstock.comLemonade’s (NYSE:LMND) entry into the insurance market is a major disruption to the industry – and with it comes great advantages for its technology and customers. Its use of machine learning provides the potential for a more accurate assessment of underwriting policies. It allows Lemonade to be competitive in pricing compared to traditional systems. Furthermore, the innovative approach has won them fans in the form of customers who enjoy their product and rave about their customer service. It is an advantage that takes time, investment and dedication to acquire. With these elements combined, Lemonade has placed itself as a major player in the market, ready for whatever may come next.Lemonade is proving its value by focusing on the in-force premium (IFP) as its top-line metric instead of revenue alone. The success in achieving high growth goals has resulted in a 76% increase in IFP since last year, with a 35% boost in premium per customer and a 30% jump in customer count. Moving forward, the company is committed to focusing on profitability. Despite the risk of utilizing machine learning to price policies, Lemonade is certain to offer an improved product. At the same time, it is consistently growing its market share.Lemonade has taken a similar turn as much of the tech industry, seeing a big fall in market cap this year. It’s trading at very attractive valuations and is worth keeping an eye on. Although it is a bit risky, it deserves a place on this list of financial stocks to buy because of its disruptive quality.Wells Fargo (WFC)Source: Kristi Blokhin / Shutterstock.comWells Fargo (NYSE:WFC) is one of the largest and most impressive banks in the United States. It offers an attractive risk-reward prospect for investors, making it an enticing option for those with high returns in mind.Wells Fargo has plans to make cost cutting a key focus area going into 2023 – this could be a major source of competitive differentiation between them and others. On top of this, the eventual abolition of its asset cap imposed by the Federal Reserve presents another significant positive development. It can help attract more attention to the company come 2023.Wells Fargo & Co. is slightly more attractive than other megabanks because it relies more on its consumer banking and lending arm than the investment banking business. It might not be by design, but the operating model for WFC is ideal in the current environment. In a turbulent economic climate, consumer banking has emerged as the saving grace for banks. While investment banking activity falters and markets continue to be bearish, people remain willing to take out loans with rising interest rates that generate much-needed income for financial institutions. Therefore, heading into 2023, Wells Fargo & Co. is in a great position.Citigroup (C)Source: Willy Barton / Shutterstock.comDespite a strong bearish market sentiment, now may be the time to take advantage of Citigroup’s (NYSE:C) underdog status. The current price offers significant upside potential regardless of what happens with Citi’s planned divestitures. The execution risk shouldn’t stop sophisticated investors willing to give them a chance and look past the recent roadblocks. It’s up to Citigroup to prove they have what it takes to get back on track, but the big payoff could be well worth it.Citigroup’s difficulties in 2022 reflect a challenging year of business operations. Unfortunately, its stock has plummeted close to 30%. Its value at the present low point has become a cause for further concern. The banking giant unveiled a multi-year transformation plan to improve its fortunes, yet the results were impaired due to several unforeseen obstacles encountered along the way. These delays were costly, allowing write-downs that affected contract invoicing and other financials. Moreover, Citigroup is contending with certain regulatory issues, while still operating under the looming threat of higher capital requirements.On the bright side, the investment bank is undergoing a major revamp of its consumer banking operations, setting the stage for an increasingly streamlined and profitable institution. By winding down or selling 14 international units – including Citibanamex in Mexico with remarkable returns – the bank will be able to hone in on core strengths such as investment banking, corporate banking and wealth management services. Making the business model more nimble is ideal, especially in a volatile market. It sets up Citigroup nicely for 2023 and beyond, sealing its fate among financial stocks to buy.Fifth Third Bancorp (FITB)Source: Susan Montgomery / Shutterstock.comFifth Third Bancorp (NASDAQ:FITB) is an impressive regional bank with increasing reach, strong finances and impressive products. Their expanding presence in the Southeast region ensures more customers can access their high-quality banking services, which include retail and commercial banking, consumer lending and asset management. The bank’s solid footing also provides a great foundation for outperformance when market conditions become turbulent – as they always do.Furthermore, Fifth Third has seen improving credit quality over the past few years, which will protect them during an economic recession. The pandemic’s dramatic economic downturn left banks facing a critical test: evaluating and preparing for the heightened risk of loan defaults. At Fifth Third Bancorp, management shone under pressure. It did exceedingly well by accurately predicting potential losses while prudently setting aside reserves to cover them. The accomplishment is worthy of praise in uncertain times. That performance is carrying through even after the pandemic. Moreover, their technological advancements have not been appreciated by the market yet.All these factors make Fifth Third Bancorp a great choice for investors looking to buy financial stocks for long-term growth potential.First Republic Bank (FRC)Source: Tada Images / Shutterstock.comFirst Republic Bank (NYSE:FRC) is a great example of how excellent customer service can build strong and lasting relationships. Having been in operation for the past four decades, their commitment to providing private consumer and business banking and private wealth management in New York and California has resulted in hard-earned customer loyalty.First Republic Bank did not do well this year like other financial stocks. Part of the reason is the wider economic downturn. However, Co-CEO James Herbert taking a leave also played a part. However, the company recently reported a revenue increase of 16.9% YoY, and net income rose 21%. Therefore, there is a feeling abound that the stock has been harshly treated.Over the last four quarters, First Republic Bank has consistently posted healthy earnings. They far exceeded even the most optimistic of analysts’ predictions. This extraordinary performance should not be taken lightly – it is a testimony to the incredible management, leadership and competent staff that has enabled this financial institution to stand out as a leader in its field. With this consistent success over such an extended period, First Republic Bank will reap greater rewards. Investors are sure to take notice and respond accordingly.Signature Bank (SBNY)Source: PL Gould / Shutterstock.comSignature Bank (NASDAQ:SBNY) is a prominent commercial banking institution with assets valued at $114.47 billion in the third quarter of 2022. Despite recent market turbulence caused by FTX bankruptcy and cryptocurrency contagion anxiety among some investors, shares are attractive as experts anticipate a Federal Reserve rate increase to factor in future conditions.Signature Bank is certainly conscious of the FTX debacle. (If you want to take a deep dive into the collapse, here is a great piece from Luke Lango that gives a great blow-by-blow account. Louis Navellier has you covered if you want to know how to navigate the future of crypto investing, particularly in the case of tokens.) It decided to end digital asset-associated deposits, as they only had a deposit relationship with FTX, citing volatility due to recent events. This news sent ripples through the marketplace, leaving executives and enthusiasts alike wondering what’s next for digital assets.Signature Bank has long been at the forefront of fintech innovation. It offers a revolutionary payments platform tailored specifically to crypto exchanges and clients. Operating 24/7, Signet – as it’s called- provides users with real-time payment solutions, allowing instantaneous transactions within their portfolios. As an added benefit of using this service, customers can place large non-interest-bearing deposits into Signature bank accounts, further driving global financial developments.In 2021, Signature had an impressive year following its foray into crypto services. Unfortunately, market developments have since caused the company to scale back operations and reassess its situation. Most notably, the collapse of FTX sent ripples throughout the industry as it spread contagion to other prominent players in this sector. However, despite suffering losses along with many others, Signature escaped relatively unscathed. It did not possess substantial deposits connected with FTX, and further streamlining the business certainly can’t hurt.Visa (V)Source: Tada Images / Shutterstock.comVisa (NYSE:V) has undergone a remarkable transformation; From its humble beginnings as an ordinary payments network, it is now a powerful force in the rapidly growing field of financial technology. Fintech’s development and adoption have surged during these challenging times – indeed, Visa stands at the heart of this revolution.Unlike several other financial stocks investors are looking to buy, Visa did well this year. The stock is down close to 5%. This news will not stop the presses. However, the price movement becomes notable when you compare it to the S&P 500, which is down almost 20% this year.Visa helps to power commerce around the world with its innovative payment network. In 2022, it propelled over $14 trillion in global sales. In addition, the payment processing company facilitated more than 250 billion transactions across over 80 million merchants worldwide. Boasting an impressive 3.9 billion cardholders, Visa continues to lead the way in digital payments processing networks on a grand scale. Despite a tough 2022, it still managed top-line growth of 19% in its latest quarter. In addition, Visa’s earnings outlook assumes ‘no recession’ and relieved investors spooked by the markets. Heading into 2023 puts Visa in a great position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923859841,"gmtCreate":1670831148583,"gmtModify":1676538442269,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923859841","repostId":"2290213131","repostType":2,"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937817640,"gmtCreate":1663392327480,"gmtModify":1676537265010,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937817640","repostId":"1193038112","repostType":4,"repost":{"id":"1193038112","kind":"news","pubTimestamp":1663373059,"share":"https://ttm.financial/m/news/1193038112?lang=&edition=fundamental","pubTime":"2022-09-17 08:04","market":"us","language":"en","title":"Dare To Dream: Can QQQ Make New All-Time Highs In 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193038112","media":"Seeking Alpha","summary":"SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserab","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>You may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.</li><li>We don&#39;t share this view at all. We believe that securities prices run to their own tune, usually ahead of rather than in response to the news.</li><li>And we think the June low in the QQQ was the low, which means we think QQQ can make a new high in 2023.</li><li>We explain all below and lay out price targets, together with stop-loss levels just in case this idea does prove as nuts as it sounds.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ffbc2edd68801fb0645bd8cc8e54714\" tg-width=\"1080\" tg-height=\"497\" width=\"100%\" height=\"auto\"/><span>AntonioSolano/iStock via Getty Images</span></p><p><b>Voodoo Nonsense - Ignore!</b></p><p>Technical analysis is like democracy. It&#39;s the worst tool anyone can think of for the job, except for all the other tools that anyone has yet thought of. Let&#39;s take the Nasdaq-100 index, in its QQQ ETF format. If you could construct any coherent narrative as to why the ETF fell to the level it did in the COVID crisis, ran up to the level it did in 2021, and then corrected to the level it has in 2022, we&#39;re all ears. We don&#39;t mean &#34;why did it sell off hard into COVID&#34; or &#34;why did it turn weak come 2022?&#34; We mean, why did it find support and resistance at those specific levels?</p><p>If you use fairly standard Elliott Wave and Fibonacci measures, the QQQ confirms almost perfectly to textbook levels since the 2018 lows. And because the pattern fits so well, in the larger and smaller degree, one has to ask oneself... are the Doom-Mongers of Fin Twit really correct that it&#39;s all going to zero?</p><p>Let&#39;s first of all take a look at the move from the Q4 2018 lows to the Q4 2021 highs. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c9120d3593db409e5b620370d28decd\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>The first thing to note is the start point. Right at the end of Q4 2018 the Fed had tried to normalize monetary policy by raising rates and planning to shrink, not grow, the size of its balance sheet. This caused a market tantrum such that most all of 2018&#39;s gains in the S&amp;P or the Nasdaq were wiped out. The bottom came in right at the end of the year. We can call that Point Zero.</p><p>QQQ then rose in a Wave 1 up, peaking at around $237 in February 2020, a fairly quick gain of 65% in the prior fourteen months or so. The chat at the time was that this was nuts and couldn&#39;t last.</p><p>Yikes, Freak Out!!</p><p>Now a very interesting thing happens. COVID hits and naturally enough the world freaks out as do investors. Rather surprisingly however, it turns out one can model a &#34;yikes freak out&#34; reaction in the market. &#34;Yikes freak out&#34; usually means a Wave 2 down, a fast and deep drop. And very often a Wave 2 down finds support at the 61.8% or 78.6% retracement of the prior Wave 1 up. The Covid lows in the QQQ were<i>precisely</i>a 78.6% drop from the Wave 1 highs back towards Point Zero. Likely not a coincidence.</p><p><b>Now The Long Road To Happiness</b></p><p>After a &#34;Yikes Freak Out&#34; Wave 2 comes a Wave 3 which are typically powerful upward moves. Which is what happens to the Qs coming out of COVID. You know all the reasons <i>why</i> it is said this happens - Fed helicopter money, crypto bros, work from home tech refresh cycle, all that - but put that aside for a moment because, really, who cares <i>why</i> it happened. Let&#39;s <i>measure</i> what happened. The chart above shows this. Wave 3s typically terminate at a minimum of the 100% extension of the prior Wave 1, and more commonly the 161.8% extension. More bullish levels are the 261.8%, 361.8%, and so on. (By the way, if Fibonacci extensions are new to you, fear not. Whilst the theory behind<i>why</i>Fibonacci numbers matter is complicated, the math involved in calculating how they apply to stock prices is not. The 161.8% extension of Wave 1 is calculated thus: take the stock price movement in Wave 1, multiply it by 1.618, and add that to the stock price at the Wave 2 low, hey presto, that&#39;s the 161.8% extension of Wave 1). Anyway. You can see that at the most recent all-time high, QQQ hit the 261.8% (=2.618) extension of Wave 1 almost to the dollar. Again, probably not a coincidence.</p><p><b>Then Comes Boiling The Frog</b></p><p>2022 comes and here we go with a Wave 4 down. Psychologically, emotionally, and potentially financially, Wave 4s are tough. Most people have become accustomed to the occasional shock and awe flash crash Wave 2. The panic is over as soon as it began. Also due to the mass psychology involved, which usually translates as<i>someone has to do something</i>, very often, someone does in fact do something - COVID stimulus being a prime example. But in a slow-boil Wave 4, the panic never really rises. Instead it&#39;s a stages-of-grief thing where if you&#39;re not careful you end up accepting and moving on. Which means you toss your account overboard and start a new day. Except you don&#39;t, because that&#39;s usually when the market rebounds and then you are too stunned to do anything about it, fearful that you will just buy into the next leg down. Actually the first half of 2022 saw Big Money do a fine job of work in this regard. If you look at how one measure of volatility, the Vix index, has moved vs. the panics of 2020 and indeed the Fed-tightening fear in 2018, it has barely moved at all - just traded sideways in a channel.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae14b1ca4f0561e9aa095aa32de983e2\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"/><span>Vix Chart (TradingView, Cestrian &#34;Analysis&#34;)</span></p><p>There are many reasons for this but chief amongst them has been the institutional use of out-of-the-money index puts that have been rolled out and down through the first half, slow and steady, no freaking out, just dragging down the indices and their proxy ETFs as market makers have had to sell those indices in order to hedge their positions (having sold puts to institutions, market makers are then long the market, so have to sell underlying securities in order to get back to neutral).</p><p>And this wave 4 right here is what has caused the it&#39;s-all-over mentality to take hold, in our view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a7ab589c32698e50b1eb8755902c70\" tg-width=\"640\" tg-height=\"302\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>It&#39;s been a deeper-than-expected correction for sure. With a 78.6% retraced Wave 2 you might normally expect a 38.2% retraced Wave 4 - that&#39;s based on nothing other than pattern recognition. The 38.2% retracement of Wave 3 was $315, which is where the QQQ set up camp for a while in February this year, before head-faking to the upside then digging for victory once more. Thus far the Wave 4 looks to have bottomed in June, between the 50% and 61.8% retracements of Wave 3.</p><p><b>Wait, Isn&#39;t This A Bullish Article?</b></p><p>So, the title of this article is, &#34;Dare To Dream&#34;. Looks more like a nightmare for 2022. Or does it? Let&#39;s zoom in to see what has happened since those June lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/941554bdc300eb4dad173f18f77aeafc\" tg-width=\"640\" tg-height=\"299\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>The waves &amp; Fibonacci approach works in smaller and larger degrees. One cannot say that it&#39;s truly fractal in nature, as is often claimed, since there&#39;s no perfectly-repeating pattern in smaller and smaller degrees, but we can say that because the extensions and retracements are merely emotional and/or algorithmic reactions to the most recent price movements, they are self-referential in nature and that is why they scale up and down - because a larger degree move is relative to an earlier larger degree move, and a smaller degree move is relative to an earlier smaller degree move.</p><p>Look at the 5-waves up from the June lows. The Fib levels work nicely - a 78.6% retrace Wave ii, a 223.6% Wave iii extension of Wave i, and we&#39;ll see what happens with September options expiry (that&#39;s today at the time of writing) does to the Wave iv. But so far there is every chance we then get a smaller degree Wave v up (once September opex is done, a wall of puts will expire and market-maker short hedges will need to be covered, which can drive a move upwards).</p><p>And if that Wave v happens, and for it to be a Wave v it must peak above the Wave iii high - then that&#39;s ongoing confirmation that the June lows were the lows. We aren&#39;t there yet. We need to see that Wave v exceed QQQ $335ish. But if we do? Well, if that Wave v does arrive, the bear argument - that we&#39;re in a downwards channel that started last November and has featured only countertrend rallies since then - starts to look a lot weaker. Not necessarily wrong, anything can change, but weaker.</p><p>Then the outlook can be like ... this. A final flourish in the larger degree to complete a 5-wave cycle up off of those 2018 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/915355750cdd99c2cfca3f27e8bcdada\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"/><span>QQQ Chart (TrendSpider, Cestrian Analysis)</span></p><p>Now, we don&#39;t think this is a Wen Moon situation. We can make a technical argument that QQQ will peak in a Wave 5 in the 500s, 550s even, and maybe it will. But for the record and until facts disturb our opinion, we think that QQQ will make a new high in 2023, maybe early 2024. And then put in a Yikes Wave 2 in the even-larger-degree. Because those 1, 2, 3, 4, 5 waves up you see from 2018 to (maybe) 2023-4? They combine to form probably a Wave 1 up. Which means a Yikes Wave 2 next. Or, maybe they combine to form a Wave 3 up. In which case it&#39;s a Doom N Gloom Forever Wave 4 next. Either way, down. In our<i>Growth Investor Pro</i>service we lean bullish right now but much of our work positioning for possible upside ahead is done - we have our stocks and ETFs set up with stop ideas and accumulation price zones and price targets and all that. More of our time right now is being spent on ... how do we make big from the move down that comes after the next high. And for that? Stay tuned.</p><p>Oh and by the way. Want to play QQQ to the long side? Consider this approach.</p><p>1 - Wait to see if QQQ moves up above $288, which is the 0.786 retrace of the smaller-degree Wave iv above.</p><p>2 - If no, wait. (This is like one of those early multi-user dungeon games. &#34;Time passes ....&#34;)</p><p>3 - If yes, consider buying with a stop-loss a little below that $288 level ... $270-274 makes sense as it&#39;s below the Wave ii low so if it gets there, something has gone wrong.</p><p>4 - Consider accumulating a position in the range of $290-$300, slowly over time, buying on red days not green days.</p><p>5 - Consider holding to see if we can make it to $335 - the potential Wave v high. That&#39;s &gt;10% free money if so. At which point you can set a trailing stop or move your stops up or similar and then just decide how much of an ulcer you want to develop whilst waiting to see if QQQ can indeed beat the 2021 high.</p><p>Good luck to all!</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>Dare To Dream: Can QQQ Make New All-Time Highs In 2023?</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\">\nDare To Dream: Can QQQ Make New All-Time Highs In 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.We don't share this view at all. We believe that securities prices ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4541458-can-qqq-make-new-all-time-highs-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193038112","content_text":"SummaryYou may have noticed that sentiment is dour at present. And when we say dour, we mean miserable. Utterly despondent, in fact.We don't share this view at all. We believe that securities prices run to their own tune, usually ahead of rather than in response to the news.And we think the June low in the QQQ was the low, which means we think QQQ can make a new high in 2023.We explain all below and lay out price targets, together with stop-loss levels just in case this idea does prove as nuts as it sounds.AntonioSolano/iStock via Getty ImagesVoodoo Nonsense - Ignore!Technical analysis is like democracy. It's the worst tool anyone can think of for the job, except for all the other tools that anyone has yet thought of. Let's take the Nasdaq-100 index, in its QQQ ETF format. If you could construct any coherent narrative as to why the ETF fell to the level it did in the COVID crisis, ran up to the level it did in 2021, and then corrected to the level it has in 2022, we're all ears. We don't mean \"why did it sell off hard into COVID\" or \"why did it turn weak come 2022?\" We mean, why did it find support and resistance at those specific levels?If you use fairly standard Elliott Wave and Fibonacci measures, the QQQ confirms almost perfectly to textbook levels since the 2018 lows. And because the pattern fits so well, in the larger and smaller degree, one has to ask oneself... are the Doom-Mongers of Fin Twit really correct that it's all going to zero?Let's first of all take a look at the move from the Q4 2018 lows to the Q4 2021 highs. QQQ Chart (TrendSpider, Cestrian Analysis)The first thing to note is the start point. Right at the end of Q4 2018 the Fed had tried to normalize monetary policy by raising rates and planning to shrink, not grow, the size of its balance sheet. This caused a market tantrum such that most all of 2018's gains in the S&P or the Nasdaq were wiped out. The bottom came in right at the end of the year. We can call that Point Zero.QQQ then rose in a Wave 1 up, peaking at around $237 in February 2020, a fairly quick gain of 65% in the prior fourteen months or so. The chat at the time was that this was nuts and couldn't last.Yikes, Freak Out!!Now a very interesting thing happens. COVID hits and naturally enough the world freaks out as do investors. Rather surprisingly however, it turns out one can model a \"yikes freak out\" reaction in the market. \"Yikes freak out\" usually means a Wave 2 down, a fast and deep drop. And very often a Wave 2 down finds support at the 61.8% or 78.6% retracement of the prior Wave 1 up. The Covid lows in the QQQ werepreciselya 78.6% drop from the Wave 1 highs back towards Point Zero. Likely not a coincidence.Now The Long Road To HappinessAfter a \"Yikes Freak Out\" Wave 2 comes a Wave 3 which are typically powerful upward moves. Which is what happens to the Qs coming out of COVID. You know all the reasons why it is said this happens - Fed helicopter money, crypto bros, work from home tech refresh cycle, all that - but put that aside for a moment because, really, who cares why it happened. Let's measure what happened. The chart above shows this. Wave 3s typically terminate at a minimum of the 100% extension of the prior Wave 1, and more commonly the 161.8% extension. More bullish levels are the 261.8%, 361.8%, and so on. (By the way, if Fibonacci extensions are new to you, fear not. Whilst the theory behindwhyFibonacci numbers matter is complicated, the math involved in calculating how they apply to stock prices is not. The 161.8% extension of Wave 1 is calculated thus: take the stock price movement in Wave 1, multiply it by 1.618, and add that to the stock price at the Wave 2 low, hey presto, that's the 161.8% extension of Wave 1). Anyway. You can see that at the most recent all-time high, QQQ hit the 261.8% (=2.618) extension of Wave 1 almost to the dollar. Again, probably not a coincidence.Then Comes Boiling The Frog2022 comes and here we go with a Wave 4 down. Psychologically, emotionally, and potentially financially, Wave 4s are tough. Most people have become accustomed to the occasional shock and awe flash crash Wave 2. The panic is over as soon as it began. Also due to the mass psychology involved, which usually translates assomeone has to do something, very often, someone does in fact do something - COVID stimulus being a prime example. But in a slow-boil Wave 4, the panic never really rises. Instead it's a stages-of-grief thing where if you're not careful you end up accepting and moving on. Which means you toss your account overboard and start a new day. Except you don't, because that's usually when the market rebounds and then you are too stunned to do anything about it, fearful that you will just buy into the next leg down. Actually the first half of 2022 saw Big Money do a fine job of work in this regard. If you look at how one measure of volatility, the Vix index, has moved vs. the panics of 2020 and indeed the Fed-tightening fear in 2018, it has barely moved at all - just traded sideways in a channel.Vix Chart (TradingView, Cestrian \"Analysis\")There are many reasons for this but chief amongst them has been the institutional use of out-of-the-money index puts that have been rolled out and down through the first half, slow and steady, no freaking out, just dragging down the indices and their proxy ETFs as market makers have had to sell those indices in order to hedge their positions (having sold puts to institutions, market makers are then long the market, so have to sell underlying securities in order to get back to neutral).And this wave 4 right here is what has caused the it's-all-over mentality to take hold, in our view.QQQ Chart (TrendSpider, Cestrian Analysis)It's been a deeper-than-expected correction for sure. With a 78.6% retraced Wave 2 you might normally expect a 38.2% retraced Wave 4 - that's based on nothing other than pattern recognition. The 38.2% retracement of Wave 3 was $315, which is where the QQQ set up camp for a while in February this year, before head-faking to the upside then digging for victory once more. Thus far the Wave 4 looks to have bottomed in June, between the 50% and 61.8% retracements of Wave 3.Wait, Isn't This A Bullish Article?So, the title of this article is, \"Dare To Dream\". Looks more like a nightmare for 2022. Or does it? Let's zoom in to see what has happened since those June lows.QQQ Chart (TrendSpider, Cestrian Analysis)The waves & Fibonacci approach works in smaller and larger degrees. One cannot say that it's truly fractal in nature, as is often claimed, since there's no perfectly-repeating pattern in smaller and smaller degrees, but we can say that because the extensions and retracements are merely emotional and/or algorithmic reactions to the most recent price movements, they are self-referential in nature and that is why they scale up and down - because a larger degree move is relative to an earlier larger degree move, and a smaller degree move is relative to an earlier smaller degree move.Look at the 5-waves up from the June lows. The Fib levels work nicely - a 78.6% retrace Wave ii, a 223.6% Wave iii extension of Wave i, and we'll see what happens with September options expiry (that's today at the time of writing) does to the Wave iv. But so far there is every chance we then get a smaller degree Wave v up (once September opex is done, a wall of puts will expire and market-maker short hedges will need to be covered, which can drive a move upwards).And if that Wave v happens, and for it to be a Wave v it must peak above the Wave iii high - then that's ongoing confirmation that the June lows were the lows. We aren't there yet. We need to see that Wave v exceed QQQ $335ish. But if we do? Well, if that Wave v does arrive, the bear argument - that we're in a downwards channel that started last November and has featured only countertrend rallies since then - starts to look a lot weaker. Not necessarily wrong, anything can change, but weaker.Then the outlook can be like ... this. A final flourish in the larger degree to complete a 5-wave cycle up off of those 2018 lows.QQQ Chart (TrendSpider, Cestrian Analysis)Now, we don't think this is a Wen Moon situation. We can make a technical argument that QQQ will peak in a Wave 5 in the 500s, 550s even, and maybe it will. But for the record and until facts disturb our opinion, we think that QQQ will make a new high in 2023, maybe early 2024. And then put in a Yikes Wave 2 in the even-larger-degree. Because those 1, 2, 3, 4, 5 waves up you see from 2018 to (maybe) 2023-4? They combine to form probably a Wave 1 up. Which means a Yikes Wave 2 next. Or, maybe they combine to form a Wave 3 up. In which case it's a Doom N Gloom Forever Wave 4 next. Either way, down. In ourGrowth Investor Proservice we lean bullish right now but much of our work positioning for possible upside ahead is done - we have our stocks and ETFs set up with stop ideas and accumulation price zones and price targets and all that. More of our time right now is being spent on ... how do we make big from the move down that comes after the next high. And for that? Stay tuned.Oh and by the way. Want to play QQQ to the long side? Consider this approach.1 - Wait to see if QQQ moves up above $288, which is the 0.786 retrace of the smaller-degree Wave iv above.2 - If no, wait. (This is like one of those early multi-user dungeon games. \"Time passes ....\")3 - If yes, consider buying with a stop-loss a little below that $288 level ... $270-274 makes sense as it's below the Wave ii low so if it gets there, something has gone wrong.4 - Consider accumulating a position in the range of $290-$300, slowly over time, buying on red days not green days.5 - Consider holding to see if we can make it to $335 - the potential Wave v high. That's >10% free money if so. At which point you can set a trailing stop or move your stops up or similar and then just decide how much of an ulcer you want to develop whilst waiting to see if QQQ can indeed beat the 2021 high.Good luck to all!","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936023853,"gmtCreate":1662684777372,"gmtModify":1676537117100,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"money makes money i guess","listText":"money makes money i guess","text":"money makes money i guess","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936023853","repostId":"2265894852","repostType":4,"repost":{"id":"2265894852","kind":"highlight","pubTimestamp":1662675844,"share":"https://ttm.financial/m/news/2265894852?lang=&edition=fundamental","pubTime":"2022-09-09 06:24","market":"us","language":"en","title":"4 Next-Generation Tech Stocks Billionaires Can't Stop Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2265894852","media":"Motley Fool","summary":"Wall Street's most successful money managers have used the bear market decline to pile into cutting-edge stocks.","content":"<html><head></head><body><p>There&#39;s no beating about the bush: It&#39;s been a trying year for investors. The combination of historically high inflation, a weakening U.S. economy, and heightened geopolitical tensions (e.g., Ukraine war), pushed both the broad-based <b>S&amp;P 500</b> and technology-centric <b>Nasdaq Composite</b> firmly into a bear market.</p><p>However, you wouldn&#39;t know the stock market is suffering through one of its worst years in decades by the actions of Wall Street&#39;s most-successful investors. Instead of retreating to the sideline, billionaire money managers have been actively buying stocks as the market dips. In particular, billionaires have really taken a liking to tech stocks focused on forward-looking innovation.</p><p>What follows are four next-generation tech stocks billionaires simply can&#39;t stop buying.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86a2726b9174984dc74f2cbd11eb01a0\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Upstart Holdings</h2><p>The first innovative powerhouse that at least one billionaire money manager can&#39;t stop purchasing is cloud-based lending platform <b>Upstart Holdings</b>. During the second quarter, billionaire Philippe Laffont of Coatue Management acquired roughly 2.36 million shares.</p><p>What puts Upstart on the leading edge of its industry is its use of artificial intelligence (AI) to vet loan applications. Rather than rely on the traditional (and slow) loan-vetting process, Upstart leans on predictive technologies and previously vetted loan data to approve and fully automate nearly three-quarters of all loans its processes.  This saves the six dozen financial institutions Upstart has partnered with time and money.</p><p>However, what stands out even more about Upstart is the broader pool of applicants being approved. The typical loan applicant to gain approval with Upstart has a lower average credit score than the those approved with the traditional vetting process. Yet, delinquency rates between Upstart&#39;s AI-based process and the traditional vetting process have been similar. The implication here is that Upstart can expand the potential pool of borrowers for banks and credit unions without adversely impacting their credit-risk profile.</p><p>Laffont is likely also encouraged by Upstart&#39;s push into new verticals. Whereas it&#39;s spent years processing personal loan applications, it&#39;s begun handling auto loan and small business loan originations. On a combined basis, auto and small business loans are more than 10X the market size of personal loan originations.</p><h2>Snowflake</h2><p>The second next-generation tech stock billionaires can&#39;t seem to get enough of is cloud data-warehousing company <b>Snowflake</b>. The June-ended quarter saw billionaire Jim Simons of Renaissance Technologies add more than 1.25 million shares to his fund&#39;s existing position (which now stands at more than 2 million shares).</p><p>The answer to &#34;Why Snowflake?&#34; can be explained by the company&#39;s unique operating model. For instance, in the wake of the COVID-19 pandemic, businesses are shifting data into the cloud at an accelerated rate. However, sharing that data across competing cloud infrastructure platforms can be challenging. Snowflake&#39;s platform resolves this by building its infrastructure atop the leading cloud-service providers. In other words, Snowflake clients can seamlessly share and move data with ease.</p><p>What&#39;s more, Snowflake has shunned the extremely common practice among cloud providers of pushing subscriptions. Instead, Snowflake offers something of a pay-as-you-go service that charges based on the amount of data stored and Snowflake Compute Credits used. This provides more cost transparency for the company&#39;s clients than a one-size-fits-all subscription package.</p><p>Arguably the biggest obstacle for Snowflake is the company&#39;s own valuation. Even after a significant share price haircut, the company is valued at 27 times Wall Street&#39;s projected sales of roughly $2 billion in fiscal 2023. But if Snowflake can make good on its march to $10 billion in net sales by fiscal 2029 (calendar year 2028), billionaires like Simons may be glad they paid a premium to hold a stake in Snowflake.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/211e091fdc6d666e97bc0800aa3072ce\" tg-width=\"700\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Palantir Technologies</h2><p>The third cutting-edge tech stock billionaires can&#39;t stop buying is data mining company <b>Palantir Technologies</b>. During the second quarter, billionaire Israel Englander&#39;s Millennium Management bought nearly 1.9 million shares of Palantir stock. To boot, Simons&#39; Renaissance Technologies more than doubled its stake by purchasing close to 15.69 million shares.</p><p>Billionaires love Palantir for the simple reason that its technology at scale hasn&#39;t been duplicated by any other company. Put in another context, Palantir has no direct competitors that can replace the services it&#39;s offering to federal governments and predominantly large-scale businesses.</p><p>The company&#39;s Gotham operating system is an AI-driven platform designed to help federal governments gather data, plan missions, accelerate decision-making. Large contract wins from the U.S. government tied to Gotham explain why Palantir has sustained a 30% or greater sales growth rate for the past couple of years.</p><p>However, Gotham has a limited ceiling. That&#39;s because Palantir&#39;s management won&#39;t extend the Gotham operating system to certain governments, such as China. Over the long run, the company&#39;s Foundry software is its golden ticket to sustained double-digit growth. Foundry helps businesses streamline their operations by making sense of big data. In the June-ended quarter, Palantir&#39;s commercial customer count more than tripled to 119 from the year-ago quarter.  In short, Foundry is in the very early innings of its growth phase.</p><h2>CrowdStrike Holdings</h2><p>The fourth and final next-generation tech stock billionaires can&#39;t stop buying is cybersecurity giant <b>CrowdStrike Holdings</b>. Billionaire Steve Cohen of Point72 Asset Management purchased over 819,000 shares of CrowdStrike during the second quarter, which ultimately boosted Point72&#39;s stake to 955,234 shares.</p><p>What makes CrowdStrike tick is the company&#39;s AI-powered Falcon security platform. Falcon oversees in the neighborhood of 1 trillion events on a daily basis, which allows the platform to become more adept at recognizing and responding to potential end-user threats. While CrowdStrike doesn&#39;t offer the cheapest cybersecurity solutions, the fact that its gross retention rate is hovering around 98% clearly implies that Falcon is effective.</p><p>Something else to consider about CrowdStrike, and the cybersecurity industry as a whole, is that cybersecurity has evolved into a basic necessity service. No matter how poorly the stock market or U.S. economy perform, bad actors don&#39;t take a day off from trying to steal enterprise or customer data. This creates a base level of demand for a company like CrowdStrike.</p><p>But the best thing of all about CrowdStrike might just be its ability to encourage its existing clients to spend more. In a span of five years, the percentage of customers with four or more cloud-module subscriptions catapulted from 9% to more than 70%. Having existing customers purchase additional services is CrowdStrike&#39;s golden ticket to subscription gross margins of around 80%.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Next-Generation Tech Stocks Billionaires Can't Stop Buying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Next-Generation Tech Stocks Billionaires Can't Stop Buying\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 06:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/08/4-tech-stocks-billionaires-cant-stop-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's no beating about the bush: It's been a trying year for investors. The combination of historically high inflation, a weakening U.S. economy, and heightened geopolitical tensions (e.g., Ukraine ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/08/4-tech-stocks-billionaires-cant-stop-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","PLTR":"Palantir Technologies Inc.","UPST":"Upstart Holdings, Inc.","SNOW":"Snowflake"},"source_url":"https://www.fool.com/investing/2022/09/08/4-tech-stocks-billionaires-cant-stop-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265894852","content_text":"There's no beating about the bush: It's been a trying year for investors. The combination of historically high inflation, a weakening U.S. economy, and heightened geopolitical tensions (e.g., Ukraine war), pushed both the broad-based S&P 500 and technology-centric Nasdaq Composite firmly into a bear market.However, you wouldn't know the stock market is suffering through one of its worst years in decades by the actions of Wall Street's most-successful investors. Instead of retreating to the sideline, billionaire money managers have been actively buying stocks as the market dips. In particular, billionaires have really taken a liking to tech stocks focused on forward-looking innovation.What follows are four next-generation tech stocks billionaires simply can't stop buying.Image source: Getty Images.Upstart HoldingsThe first innovative powerhouse that at least one billionaire money manager can't stop purchasing is cloud-based lending platform Upstart Holdings. During the second quarter, billionaire Philippe Laffont of Coatue Management acquired roughly 2.36 million shares.What puts Upstart on the leading edge of its industry is its use of artificial intelligence (AI) to vet loan applications. Rather than rely on the traditional (and slow) loan-vetting process, Upstart leans on predictive technologies and previously vetted loan data to approve and fully automate nearly three-quarters of all loans its processes.  This saves the six dozen financial institutions Upstart has partnered with time and money.However, what stands out even more about Upstart is the broader pool of applicants being approved. The typical loan applicant to gain approval with Upstart has a lower average credit score than the those approved with the traditional vetting process. Yet, delinquency rates between Upstart's AI-based process and the traditional vetting process have been similar. The implication here is that Upstart can expand the potential pool of borrowers for banks and credit unions without adversely impacting their credit-risk profile.Laffont is likely also encouraged by Upstart's push into new verticals. Whereas it's spent years processing personal loan applications, it's begun handling auto loan and small business loan originations. On a combined basis, auto and small business loans are more than 10X the market size of personal loan originations.SnowflakeThe second next-generation tech stock billionaires can't seem to get enough of is cloud data-warehousing company Snowflake. The June-ended quarter saw billionaire Jim Simons of Renaissance Technologies add more than 1.25 million shares to his fund's existing position (which now stands at more than 2 million shares).The answer to \"Why Snowflake?\" can be explained by the company's unique operating model. For instance, in the wake of the COVID-19 pandemic, businesses are shifting data into the cloud at an accelerated rate. However, sharing that data across competing cloud infrastructure platforms can be challenging. Snowflake's platform resolves this by building its infrastructure atop the leading cloud-service providers. In other words, Snowflake clients can seamlessly share and move data with ease.What's more, Snowflake has shunned the extremely common practice among cloud providers of pushing subscriptions. Instead, Snowflake offers something of a pay-as-you-go service that charges based on the amount of data stored and Snowflake Compute Credits used. This provides more cost transparency for the company's clients than a one-size-fits-all subscription package.Arguably the biggest obstacle for Snowflake is the company's own valuation. Even after a significant share price haircut, the company is valued at 27 times Wall Street's projected sales of roughly $2 billion in fiscal 2023. But if Snowflake can make good on its march to $10 billion in net sales by fiscal 2029 (calendar year 2028), billionaires like Simons may be glad they paid a premium to hold a stake in Snowflake.Image source: Getty Images.Palantir TechnologiesThe third cutting-edge tech stock billionaires can't stop buying is data mining company Palantir Technologies. During the second quarter, billionaire Israel Englander's Millennium Management bought nearly 1.9 million shares of Palantir stock. To boot, Simons' Renaissance Technologies more than doubled its stake by purchasing close to 15.69 million shares.Billionaires love Palantir for the simple reason that its technology at scale hasn't been duplicated by any other company. Put in another context, Palantir has no direct competitors that can replace the services it's offering to federal governments and predominantly large-scale businesses.The company's Gotham operating system is an AI-driven platform designed to help federal governments gather data, plan missions, accelerate decision-making. Large contract wins from the U.S. government tied to Gotham explain why Palantir has sustained a 30% or greater sales growth rate for the past couple of years.However, Gotham has a limited ceiling. That's because Palantir's management won't extend the Gotham operating system to certain governments, such as China. Over the long run, the company's Foundry software is its golden ticket to sustained double-digit growth. Foundry helps businesses streamline their operations by making sense of big data. In the June-ended quarter, Palantir's commercial customer count more than tripled to 119 from the year-ago quarter.  In short, Foundry is in the very early innings of its growth phase.CrowdStrike HoldingsThe fourth and final next-generation tech stock billionaires can't stop buying is cybersecurity giant CrowdStrike Holdings. Billionaire Steve Cohen of Point72 Asset Management purchased over 819,000 shares of CrowdStrike during the second quarter, which ultimately boosted Point72's stake to 955,234 shares.What makes CrowdStrike tick is the company's AI-powered Falcon security platform. Falcon oversees in the neighborhood of 1 trillion events on a daily basis, which allows the platform to become more adept at recognizing and responding to potential end-user threats. While CrowdStrike doesn't offer the cheapest cybersecurity solutions, the fact that its gross retention rate is hovering around 98% clearly implies that Falcon is effective.Something else to consider about CrowdStrike, and the cybersecurity industry as a whole, is that cybersecurity has evolved into a basic necessity service. No matter how poorly the stock market or U.S. economy perform, bad actors don't take a day off from trying to steal enterprise or customer data. This creates a base level of demand for a company like CrowdStrike.But the best thing of all about CrowdStrike might just be its ability to encourage its existing clients to spend more. In a span of five years, the percentage of customers with four or more cloud-module subscriptions catapulted from 9% to more than 70%. Having existing customers purchase additional services is CrowdStrike's golden ticket to subscription gross margins of around 80%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995984352,"gmtCreate":1661394223380,"gmtModify":1676536511085,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"this is interesting","listText":"this is interesting","text":"this is interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995984352","repostId":"1107582509","repostType":4,"repost":{"id":"1107582509","kind":"news","pubTimestamp":1661393480,"share":"https://ttm.financial/m/news/1107582509?lang=&edition=fundamental","pubTime":"2022-08-25 10:11","market":"us","language":"en","title":"Alphabet Stock Offers Good Option Income Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1107582509","media":"Barchart","summary":"$Alphabet(GOOG, GOOGL)$ has a robust earnings and cash flow generation outlook. As a result, GOOG st","content":"<html><head></head><body><p>$Alphabet(GOOG, GOOGL)$ has a robust earnings and cash flow generation outlook. As a result, GOOG stock now shows attractive out-of-the-money (OTM) short call option and put option income plays.</p><p>The company recently completed a 20 for 1 stock split which lowered the absolute price of the stock. As a result, it is now much easier to short OTMcovered calls and also short cash-secured OTM put options.</p><p>This means that investors can create more income for their holdings. But first, let&#39;s look at the company&#39;s valuation. After all, it makes no sense to create option income for a stock that is overvalued and likely to fall.</p><h3>Alphabet&#39;s Valuation</h3><p>But first, let&#39;s look at the company&#39;s valuation. After all, it makes no sense to create option income for a stock that is overvalued and likely to fall.</p><p>For example, analysts now project that earnings per share (EPS) will rise 11.5% to $5.80 next year, up from $5.20 this year, according to Barchart&#39;s estimates. In addition, Seeking Alpha&#39;s survey of 42 analysts shows a forecast of $5.96 by 2023. And Refinitiv&#39;s survey of 37 analysts shows a projection of $5.88 in 2023. On average these 2023 EPS forecasts work out to $5.88.</p><p>So, at today&#39;s price (Aug. 24) of $115.63 per share, the stock trades for a forward P/E multiple of just 19.66x. By comparison, Morningstar reports that the average forward P/E multiple over the last 5 years has been 26.26x.</p><p>So theoretically, GOOG stock could be worth one-third more if it were to trade at its mean forward multiple. That puts its value at over $154 per share. We can use that to help us set the strike price in income plays.</p><h3>Shorting GOOG OTM Puts And Calls For Income</h3><p>It turns out that GOOG stock has some attractive out-of-the-money (OTM) short-call and short-put income plays.</p><p>For example, look at the table below from Barchart.</p><p><img src=\"https://static.tigerbbs.com/fb09ffd9c74e64a6a5d8ebff611e34eb\" tg-width=\"1321\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/>This shows that the one-month out Sept. 23 expiration call options at the $123 strike price, which is less than 7% over today&#39;s price offers a $1.30 call premium. Here is what that means to a covered call investor.</p><p>The investor buys 100 shares at $115.63 for $11,563. Then he shorts the $123 call option and collets $130. That works out to a 1.12% yield or return on his investment. Assuming the stock does not rise to $123 by Sept. 23, the investor can repeat this again. So, the annualized return without compounding is equal to 13.49%.</p><p>And, of course, if the stock rises over $123, the calls will be exercised and the investor makes an additional 6.37% capital gain. Based on our analysis there is a good chance this could happen.</p><p>A more attractive way to play this, given how undervalued GOOG stock is now, is to short OTM put options. Look at the table below.</p><p><img src=\"https://static.tigerbbs.com/7a7842f390a035f0f87485b6876d3324\" tg-width=\"1315\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/>This shows that the $110 strike price put contract offers a $1.98 per contract premium. Here is what that means for a cash-secured put option short play.</p><p>First, the investor puts up $11,000 with his brokerage firm. That would cover the purchase of 100 shares at $110 per share. Then the investor shorts 1 put contract at $110 and immediately receives $198 in the account.</p><p>This works out to a 1.80% yield on the $11,000 potential cost for the shares over the next month. That is an annualized return of 21.60%. You can see that this is an even higher return than shorting covered calls. In addition, your potential buy-in cost is much lower.</p><p>The only problem is there is no potential capital gain as there is with the covered call play. This is why sometimes investors do both of these plays.</p><p>Either way, look for GOOG stock to continue to provide good income potential using these short put and call plays.</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>Alphabet Stock Offers Good Option Income Plays</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\">\nAlphabet Stock Offers Good Option Income Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/9848059/alphabet-stock-offers-good-option-income-plays><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>$Alphabet(GOOG, GOOGL)$ has a robust earnings and cash flow generation outlook. As a result, GOOG stock now shows attractive out-of-the-money (OTM) short call option and put option income plays.The ...</p>\n\n<a href=\"https://www.barchart.com/story/news/9848059/alphabet-stock-offers-good-option-income-plays\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.barchart.com/story/news/9848059/alphabet-stock-offers-good-option-income-plays","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107582509","content_text":"$Alphabet(GOOG, GOOGL)$ has a robust earnings and cash flow generation outlook. As a result, GOOG stock now shows attractive out-of-the-money (OTM) short call option and put option income plays.The company recently completed a 20 for 1 stock split which lowered the absolute price of the stock. As a result, it is now much easier to short OTMcovered calls and also short cash-secured OTM put options.This means that investors can create more income for their holdings. But first, let's look at the company's valuation. After all, it makes no sense to create option income for a stock that is overvalued and likely to fall.Alphabet's ValuationBut first, let's look at the company's valuation. After all, it makes no sense to create option income for a stock that is overvalued and likely to fall.For example, analysts now project that earnings per share (EPS) will rise 11.5% to $5.80 next year, up from $5.20 this year, according to Barchart's estimates. In addition, Seeking Alpha's survey of 42 analysts shows a forecast of $5.96 by 2023. And Refinitiv's survey of 37 analysts shows a projection of $5.88 in 2023. On average these 2023 EPS forecasts work out to $5.88.So, at today's price (Aug. 24) of $115.63 per share, the stock trades for a forward P/E multiple of just 19.66x. By comparison, Morningstar reports that the average forward P/E multiple over the last 5 years has been 26.26x.So theoretically, GOOG stock could be worth one-third more if it were to trade at its mean forward multiple. That puts its value at over $154 per share. We can use that to help us set the strike price in income plays.Shorting GOOG OTM Puts And Calls For IncomeIt turns out that GOOG stock has some attractive out-of-the-money (OTM) short-call and short-put income plays.For example, look at the table below from Barchart.This shows that the one-month out Sept. 23 expiration call options at the $123 strike price, which is less than 7% over today's price offers a $1.30 call premium. Here is what that means to a covered call investor.The investor buys 100 shares at $115.63 for $11,563. Then he shorts the $123 call option and collets $130. That works out to a 1.12% yield or return on his investment. Assuming the stock does not rise to $123 by Sept. 23, the investor can repeat this again. So, the annualized return without compounding is equal to 13.49%.And, of course, if the stock rises over $123, the calls will be exercised and the investor makes an additional 6.37% capital gain. Based on our analysis there is a good chance this could happen.A more attractive way to play this, given how undervalued GOOG stock is now, is to short OTM put options. Look at the table below.This shows that the $110 strike price put contract offers a $1.98 per contract premium. Here is what that means for a cash-secured put option short play.First, the investor puts up $11,000 with his brokerage firm. That would cover the purchase of 100 shares at $110 per share. Then the investor shorts 1 put contract at $110 and immediately receives $198 in the account.This works out to a 1.80% yield on the $11,000 potential cost for the shares over the next month. That is an annualized return of 21.60%. You can see that this is an even higher return than shorting covered calls. In addition, your potential buy-in cost is much lower.The only problem is there is no potential capital gain as there is with the covered call play. This is why sometimes investors do both of these plays.Either way, look for GOOG stock to continue to provide good income potential using these short put and call plays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959696428,"gmtCreate":1672966691465,"gmtModify":1676538764008,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"crypto winter","listText":"crypto winter","text":"crypto winter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959696428","repostId":"2301326688","repostType":4,"repost":{"id":"2301326688","kind":"highlight","pubTimestamp":1672964893,"share":"https://ttm.financial/m/news/2301326688?lang=&edition=fundamental","pubTime":"2023-01-06 08:28","market":"us","language":"en","title":"Coinbase Stock Slides 11% After Cowen Downgrades to Market Perform","url":"https://stock-news.laohu8.com/highlight/detail?id=2301326688","media":"Seekingalpha","summary":"Coinbase Global stock fell 11% on Thursday after Cowen analyst Stephen Glagola downgraded the crypto","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/COIN\">Coinbase Global</a> stock fell 11% on Thursday after Cowen analyst Stephen Glagola downgraded the cryptocurrency exchange company to Market Perform from Outperform on low visibility of when volume drawdown will stabilize.</p><p><img src=\"https://static.tigerbbs.com/4269b369036bda47c02a8dca945b55bb\" tg-width=\"839\" tg-height=\"663\" width=\"100%\" height=\"auto\"/></p><p>With 82% of its trailing 12-month net revenue coming from transaction fees it charges retail users, Coinbase&#39;s (COIN) business hinges on crypto asset prices, trading volumes, and volatility, he said.</p><p>&#34;COIN’s monthly trading volumes have seen a fairly consistent drawdown each subsequent month since November 2021, and there remains low visibility into either a stabilization or rebound in retail trading volumes over 2023 given the macro backdrop and FTX contagion risks on crypto asset prices,&#34; Glagola wrote in a note to clients.</p><p>December total trading volume of $35B was 25% lower than October&#39;s $47B, he pointed out.</p><p>In addition, the risk of SEC enforcement action has increased after the FTX collapse. &#34;We think there is a risk to a material portion of COIN&#39;s non-BTC/ETH trading volumes (36%) and assets under custody (31%) that could be deemed securities by regulators, exacerbating trading volume deterioration,&#34; he said.</p><p>The analyst also expects Coinbase (COIN) to start another round of job cuts in early 2023, potentially amounting up to 40%, to align its cost structure with lower trading activity.</p><p>The Market Perform rating contrasts with the SA Quant rating of Strong Sell and aligns with the average Wall Street rating of Hold.</p><p>In other crypto news, <a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a> (SI) stock sank in premarket trading after announcing job cuts, an impairment charge, debt securities sales, and moves to trim its portfolio to adjust to customer withdrawals.</p><p>SA contributor Harrison Schwartz remains bullish on Coinbase (COIN), as he expects investors to flock to &#34;safe haven&#34; exchanges</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>Coinbase Stock Slides 11% After Cowen Downgrades to Market Perform</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\">\nCoinbase Stock Slides 11% After Cowen Downgrades to Market Perform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3922327-coinbase-stock-slides-after-cowen-downgrades-to-market-perform><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coinbase Global stock fell 11% on Thursday after Cowen analyst Stephen Glagola downgraded the cryptocurrency exchange company to Market Perform from Outperform on low visibility of when volume ...</p>\n\n<a href=\"https://seekingalpha.com/news/3922327-coinbase-stock-slides-after-cowen-downgrades-to-market-perform\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4112":"金融交易所和数据","BK4127":"投资银行业与经纪业","BK4539":"次新股"},"source_url":"https://seekingalpha.com/news/3922327-coinbase-stock-slides-after-cowen-downgrades-to-market-perform","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2301326688","content_text":"Coinbase Global stock fell 11% on Thursday after Cowen analyst Stephen Glagola downgraded the cryptocurrency exchange company to Market Perform from Outperform on low visibility of when volume drawdown will stabilize.With 82% of its trailing 12-month net revenue coming from transaction fees it charges retail users, Coinbase's (COIN) business hinges on crypto asset prices, trading volumes, and volatility, he said.\"COIN’s monthly trading volumes have seen a fairly consistent drawdown each subsequent month since November 2021, and there remains low visibility into either a stabilization or rebound in retail trading volumes over 2023 given the macro backdrop and FTX contagion risks on crypto asset prices,\" Glagola wrote in a note to clients.December total trading volume of $35B was 25% lower than October's $47B, he pointed out.In addition, the risk of SEC enforcement action has increased after the FTX collapse. \"We think there is a risk to a material portion of COIN's non-BTC/ETH trading volumes (36%) and assets under custody (31%) that could be deemed securities by regulators, exacerbating trading volume deterioration,\" he said.The analyst also expects Coinbase (COIN) to start another round of job cuts in early 2023, potentially amounting up to 40%, to align its cost structure with lower trading activity.The Market Perform rating contrasts with the SA Quant rating of Strong Sell and aligns with the average Wall Street rating of Hold.In other crypto news, Silvergate Capital (SI) stock sank in premarket trading after announcing job cuts, an impairment charge, debt securities sales, and moves to trim its portfolio to adjust to customer withdrawals.SA contributor Harrison Schwartz remains bullish on Coinbase (COIN), as he expects investors to flock to \"safe haven\" exchanges","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924685378,"gmtCreate":1672243135394,"gmtModify":1676538658991,"author":{"id":"4121552442152242","authorId":"4121552442152242","name":"Weylin","avatar":"https://community-static.tradeup.com/news/392e8172dc6bc3136dd0fcdae79f2df7","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4121552442152242","authorIdStr":"4121552442152242"},"themes":[],"htmlText":"some truth to this","listText":"some truth to this","text":"some truth to this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924685378","repostId":"2294986188","repostType":2,"repost":{"id":"2294986188","kind":"highlight","pubTimestamp":1672241875,"share":"https://ttm.financial/m/news/2294986188?lang=&edition=fundamental","pubTime":"2022-12-28 23:37","market":"us","language":"en","title":"Would Warren Buffett Buy Shares of Tesla in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2294986188","media":"Motley Fool","summary":"Could the Oracle of Omaha be eyeing the world's largest automaker by market cap following a 70% decline?","content":"<html><head></head><body><p>Though you probably don&#39;t need the reminder, it&#39;s been a brutally bad year on Wall Street. All three major U.S. stock indexes fell into respective bear markets, with peak-to-trough declines in excess of 20%. Meanwhile, the bond market is on pace for its worst year in history.</p><p>But you won&#39;t find any sulking from <b>Berkshire Hathaway</b> CEO Warren Buffett. The Oracle of Omaha understands that big declines in the broader market are a red-carpet opportunity to buy high-quality businesses at a discount. Buffett and his team have put tens of billions of dollars to work this year buying 19 separate stocks.</p><p>The $64,000 question is: What stock might be next on Warren Buffett&#39;s buy list?</p><p><img src=\"https://static.tigerbbs.com/8ef8d42f84408103d94010e8475e83c5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</p><p>With shares of electric vehicle (EV) manufacturer <b>Tesla</b> roughly 70% below their all-time high set late last year, could it be the next Buffett buy?</p><p>Before answering that question, let&#39;s look at the four factors that could put Tesla on the Oracle of Omaha&#39;s radar.</p><h2>Here&#39;s what could, in theory, put Tesla on Warren Buffett&#39;s radar in 2023</h2><p>First, it&#39;s an industry leader -- and I&#39;m not just talking about its market cap, which surpasses all other auto stocks. During the third quarter, Tesla accounted for a 65% share of EVs registered in the United States, according to S&amp;P Global Mobility, a division of <b>S&amp;P Global</b>. Buffett is a strong believer that industry leaders tend to keep winning as long as they have a sustainable moat.</p><p>Secondly, Tesla can sustain its industry-leading share by significantly boosting production to meet growing demand for EVs. Earlier this year, the Austin, Texas, and Berlin, Germany, gigafactories came online. Although supply chain issues could disrupt production in 2023, it&#39;s feasible we could see Tesla surpass 1.5 million EVs produced next year after pacing more than 1 million EV deliveries in 2022.</p><p>The third beacon for Warren Buffett and his investment team would be the company&#39;s income statements. Tesla has been profitable on the basis of generally accepted accounting principles (GAAP) in each of the past three years. Over the trailing five quarters, GAAP net income has ranged from $1.62 billion to $3.32 billion. Even though regulatory credits are aiding Tesla&#39;s profits, these emission credits are no longer necessary to achieve profitability.</p><p>The fourth and final factor that could draw the Oracle of Omaha&#39;s attention is Tesla&#39;s balance sheet, which ended September with $21.1 billion in cash, cash equivalents, and marketable securities. CEO Elon Musk has suggested that Tesla&#39;s board of directors would consider a share buyback once the U.S. and global economic outlook stabilizes a bit.</p><h2>Is Tesla a Warren Buffett stock?</h2><p>But are these four factors enough to coerce the Oracle of Omaha to put Berkshire Hathaway&#39;s money to work in Tesla? In my view, not a chance -- and there are two key reasons why.</p><h2>1. Tesla lacks a true moat</h2><p>To begin with, Tesla&#39;s competitive advantages aren&#39;t as rock-solid as its market share entails. The company&#39;s U.S. and global market share have been shrinking as global automakers aggressively spend on EV, autonomous vehicle (AV) research, and battery production.</p><p>In the U.S., <b>General Motors</b>-- a current Berkshire Hathaway holding -- and <b>Ford Motor Company</b> have earmarked $35 billion and $50 billion, respectively, for EV, AV, and battery research. By the end of 2025, GM and Ford are each expected to have unveiled 30 new EV models worldwide.</p><p>To add to this point, even though Tesla is the most popular EV sold in North America, it lacks the brand history and awareness that stalwarts like General Motors and Ford bring to the table. Building vehicles for American workers for more than a century is an intangible advantage that market cap simply doesn&#39;t trounce.</p><p>Furthermore, Tesla&#39;s competitive edges are already being toppled by newer entrants in the EV space. For instance, China-based <b>Nio</b> brought two sedans (the ET7 and ET5) to market this year that offer 621 miles of range with the top-tier battery pack upgrade. That literally and metaphorically runs circles around the range offered by Tesla&#39;s flagship Model 3 sedan.</p><p>Without a clear-cut moat, Tesla wouldn&#39;t make the grade with Warren Buffett and his investment team.</p><p><img src=\"https://static.tigerbbs.com/498742f2d4153758b636e1043c537760\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Production of the Tesla Cybertruck has been delayed. Image source: Tesla.</p><h2>2. Elon Musk doesn&#39;t evoke trust from shareholders</h2><p>The other reason I believe there&#39;s absolutely no chance the Oracle of Omaha or his investing lieutenants (Todd Combs and Ted Weschler) would purchase shares of Tesla in 2023 is CEO Elon Musk.</p><p>For Buffett, strong management teams are a luxury, not a necessity, as long as the business he&#39;s investing in is sound. However, if that management team threatens consumer and shareholder trust or could adversely impact its operating performance, it&#39;s a big red flag.</p><p>Over the past few years, it&#39;s become readily apparent that Musk is a legal, financial, and operating liability for Tesla. <i>Yes</i>, he&#39;s an innovator who has helped build Tesla from an upstart into the world&#39;s most valuable auto company. But he&#39;s also drawn the ire of U.S. regulators on more than one occasion, and has made a habit of overpromising and underdelivering when it comes to new innovations and products.</p><p>As an example, Musk has been proclaiming that level 5 full self-driving vehicles are a year away for the past eight years (and counting). He also expected 1 million robotaxis to be on the road a couple of years ago (the current robotaxi count is zero). There&#39;s also the Tesla Semi and Cybertruck, which were delayed for years.</p><p>The point is, Musk is too much of a wild card to be trusted in a leadership role. For that reason, Warren Buffett and his investment probably wouldn&#39;t touch Tesla stock.</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>Would Warren Buffett Buy Shares of Tesla in 2023?</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\">\nWould Warren Buffett Buy Shares of Tesla in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-28 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/28/would-warren-buffett-buy-shares-of-tesla-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though you probably don't need the reminder, it's been a brutally bad year on Wall Street. All three major U.S. stock indexes fell into respective bear markets, with peak-to-trough declines in excess ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/28/would-warren-buffett-buy-shares-of-tesla-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/12/28/would-warren-buffett-buy-shares-of-tesla-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294986188","content_text":"Though you probably don't need the reminder, it's been a brutally bad year on Wall Street. All three major U.S. stock indexes fell into respective bear markets, with peak-to-trough declines in excess of 20%. Meanwhile, the bond market is on pace for its worst year in history.But you won't find any sulking from Berkshire Hathaway CEO Warren Buffett. The Oracle of Omaha understands that big declines in the broader market are a red-carpet opportunity to buy high-quality businesses at a discount. Buffett and his team have put tens of billions of dollars to work this year buying 19 separate stocks.The $64,000 question is: What stock might be next on Warren Buffett's buy list?Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.With shares of electric vehicle (EV) manufacturer Tesla roughly 70% below their all-time high set late last year, could it be the next Buffett buy?Before answering that question, let's look at the four factors that could put Tesla on the Oracle of Omaha's radar.Here's what could, in theory, put Tesla on Warren Buffett's radar in 2023First, it's an industry leader -- and I'm not just talking about its market cap, which surpasses all other auto stocks. During the third quarter, Tesla accounted for a 65% share of EVs registered in the United States, according to S&P Global Mobility, a division of S&P Global. Buffett is a strong believer that industry leaders tend to keep winning as long as they have a sustainable moat.Secondly, Tesla can sustain its industry-leading share by significantly boosting production to meet growing demand for EVs. Earlier this year, the Austin, Texas, and Berlin, Germany, gigafactories came online. Although supply chain issues could disrupt production in 2023, it's feasible we could see Tesla surpass 1.5 million EVs produced next year after pacing more than 1 million EV deliveries in 2022.The third beacon for Warren Buffett and his investment team would be the company's income statements. Tesla has been profitable on the basis of generally accepted accounting principles (GAAP) in each of the past three years. Over the trailing five quarters, GAAP net income has ranged from $1.62 billion to $3.32 billion. Even though regulatory credits are aiding Tesla's profits, these emission credits are no longer necessary to achieve profitability.The fourth and final factor that could draw the Oracle of Omaha's attention is Tesla's balance sheet, which ended September with $21.1 billion in cash, cash equivalents, and marketable securities. CEO Elon Musk has suggested that Tesla's board of directors would consider a share buyback once the U.S. and global economic outlook stabilizes a bit.Is Tesla a Warren Buffett stock?But are these four factors enough to coerce the Oracle of Omaha to put Berkshire Hathaway's money to work in Tesla? In my view, not a chance -- and there are two key reasons why.1. Tesla lacks a true moatTo begin with, Tesla's competitive advantages aren't as rock-solid as its market share entails. The company's U.S. and global market share have been shrinking as global automakers aggressively spend on EV, autonomous vehicle (AV) research, and battery production.In the U.S., General Motors-- a current Berkshire Hathaway holding -- and Ford Motor Company have earmarked $35 billion and $50 billion, respectively, for EV, AV, and battery research. By the end of 2025, GM and Ford are each expected to have unveiled 30 new EV models worldwide.To add to this point, even though Tesla is the most popular EV sold in North America, it lacks the brand history and awareness that stalwarts like General Motors and Ford bring to the table. Building vehicles for American workers for more than a century is an intangible advantage that market cap simply doesn't trounce.Furthermore, Tesla's competitive edges are already being toppled by newer entrants in the EV space. For instance, China-based Nio brought two sedans (the ET7 and ET5) to market this year that offer 621 miles of range with the top-tier battery pack upgrade. That literally and metaphorically runs circles around the range offered by Tesla's flagship Model 3 sedan.Without a clear-cut moat, Tesla wouldn't make the grade with Warren Buffett and his investment team.Production of the Tesla Cybertruck has been delayed. Image source: Tesla.2. Elon Musk doesn't evoke trust from shareholdersThe other reason I believe there's absolutely no chance the Oracle of Omaha or his investing lieutenants (Todd Combs and Ted Weschler) would purchase shares of Tesla in 2023 is CEO Elon Musk.For Buffett, strong management teams are a luxury, not a necessity, as long as the business he's investing in is sound. However, if that management team threatens consumer and shareholder trust or could adversely impact its operating performance, it's a big red flag.Over the past few years, it's become readily apparent that Musk is a legal, financial, and operating liability for Tesla. Yes, he's an innovator who has helped build Tesla from an upstart into the world's most valuable auto company. But he's also drawn the ire of U.S. regulators on more than one occasion, and has made a habit of overpromising and underdelivering when it comes to new innovations and products.As an example, Musk has been proclaiming that level 5 full self-driving vehicles are a year away for the past eight years (and counting). He also expected 1 million robotaxis to be on the road a couple of years ago (the current robotaxi count is zero). There's also the Tesla Semi and Cybertruck, which were delayed for years.The point is, Musk is too much of a wild card to be trusted in a leadership role. For that reason, Warren Buffett and his investment probably wouldn't touch Tesla stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}