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JerryP
2023-04-09
Very good woohoo very fun
JerryP
2023-04-08
Very good woohoo very fun
JerryP
2023-04-07
Very good very good yay
JerryP
2023-04-06
Very good very fun wooho
JerryP
2023-04-05
Very good game very fun
JerryP
2023-04-04
Good game to play very fun
JerryP
2023-04-04
Great ariticle, would you like to share it?
@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher
JerryP
2022-11-18
Hello
JerryP
2022-11-02
Hello
JerryP
2022-11-01
Hello
JerryP
2022-10-31
Hello
JerryP
2022-10-30
Agree
Tesla’s Growth Story is Still Attractive despite Mixed Quarter
JerryP
2022-10-30
Hello
JerryP
2022-10-28
Hello
JerryP
2022-10-28
Good
Sorry, the original content has been removed
JerryP
2022-10-26
Good
2 Growth Stocks That Could Double Your Money in 2023, According to Wall Street
JerryP
2022-10-26
Hmm
Sorry, the original content has been removed
JerryP
2022-10-21
Good
Elon Musk Calls Tesla "Recession-Resilient" as Wall Street Eyes Demand
JerryP
2022-10-18
Good
Wake Up: The Bear Market Rally Just Started
JerryP
2022-10-17
Ok
Big Tech Stocks Jumped in Premarket Trading
Go to Tiger App to see more news
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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948021422","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963419142,"gmtCreate":1668734965986,"gmtModify":1676538104372,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hello ","listText":"Hello ","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963419142","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985642086,"gmtCreate":1667387699245,"gmtModify":1676537909387,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985642086","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985335068,"gmtCreate":1667311851455,"gmtModify":1676537896199,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985335068","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982561445,"gmtCreate":1667212924288,"gmtModify":1676537878208,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hello ","listText":"Hello ","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982561445","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982831328,"gmtCreate":1667141572164,"gmtModify":1676537866231,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982831328","repostId":"1178850157","repostType":4,"repost":{"id":"1178850157","kind":"news","pubTimestamp":1667093266,"share":"https://ttm.financial/m/news/1178850157?lang=&edition=fundamental","pubTime":"2022-10-30 09:27","market":"us","language":"en","title":"Tesla’s Growth Story is Still Attractive despite Mixed Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=1178850157","media":"TipRanks","summary":"Story HighlightsTesla’s third-quarter revenue miss shouldn’t deter investors from its incredible long-term potential. Investors should stay committed to this company as it continues its success story ","content":"<div>\n<p>Story HighlightsTesla’s third-quarter revenue miss shouldn’t deter investors from its incredible long-term potential. Investors should stay committed to this company as it continues its success story ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-mixed-quarter-but-long-term-growth-story-highly-attractive\">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>Tesla’s Growth Story is Still Attractive despite Mixed Quarter</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’s Growth Story is Still Attractive despite Mixed Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 09:27 GMT+8 <a href=https://www.tipranks.com/news/article/tesla-mixed-quarter-but-long-term-growth-story-highly-attractive><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla’s third-quarter revenue miss shouldn’t deter investors from its incredible long-term potential. Investors should stay committed to this company as it continues its success story ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-mixed-quarter-but-long-term-growth-story-highly-attractive\">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/tesla-mixed-quarter-but-long-term-growth-story-highly-attractive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178850157","content_text":"Story HighlightsTesla’s third-quarter revenue miss shouldn’t deter investors from its incredible long-term potential. Investors should stay committed to this company as it continues its success story with its stock trading at multi-year lows.Tesla’s (NASDAQ: TSLA) recent decline is reminiscent of the tech sector during the Great Recession. TSLA stock hit an all-time high of $414 last year but now trades closer to its 52-week lows. Investors may have been quick to judge Tesla, but there are plenty of reasons why people should hold onto its shares for the long haul. Though it missed revenue estimates for the third quarter, it produced record results across business units. Hence, we’re bullish on TSLA stock.The EV giant has had an amazing year. It recently opened up two new Gigafactories that will double its previous annual production capacity from 1 million to 2 million cars. Recent comments by its maverick CEO, Elon Musk, suggested that the company is just starting with its global domination.With 12 additional Gigafactories, Tesla will produce 20 million cars annually by 2030. Analysts predict that this will bring in about $120 billion in revenue in 2023. It’s hard to say if Tesla can maintain its market share in the long run with so many new entrants making their presence felt in the EV space. However, its incredible brand equity in the space positions it as a clear frontrunner in the sphere.Plenty of Bright Spots in the Third Quarter for TeslaTesla delivered mixed results in its third quarter. Revenue increased 56% from the prior-year period to $21.45 billion, missing analyst estimates by a considerable margin. The miss was due to increased foreign exchange headwinds, with the U.S. Dollar faring much better than other currencies. Nevertheless, there were plenty of bright spots.Despite the economy being on an inflationary rollercoaster, Tesla’s operating expenses only grew by 2% to $1.69 billion. It also etched out a 17.2% operating margin driven by higher average selling prices. Tesla’s Adjusted EBITDA increased by 55% over the past year and now stands at $4.97 billion, while overall net income was up a staggering 103%. Earnings per share also rose by 98% from the same period last year.Its core growth driver was an increase in vehicle deliveries, which shot up 42% year-over-year to 343,830 vehicles and a 54% bump in production levels. Tesla’s market share is under 2% in the European and Chinese regions, so there’s still plenty of room for expansion. Even a small increase in market share could result in a massive sales windfall for the company.Tesla Stock Has Multiple Growth Catalysts in MotionTesla has been steadily updating its product line with new vehicles that are revolutionizing the automotive industry. The company’s latest innovation, an electric semi-truck, will start being delivered to PepsiCo (NASDAQ: PEP) on December 1. Moreover, the firm’s Cybertruck is in its final design phases and should soon hit the markets. Furthermore, Musk says a lower-priced EV is coming, which will expand Tesla’s passenger car offerings even further.There is also Tesla’s self-driving program, which has logged over 60 million miles from volunteers. The more miles the software logs, the better it “learns,” thus improving its capabilities. This will be a crucial part of the company’s robotaxi business, which would revolutionize how people move around communities by removing human intervention entirely.In addition to vehicles, Tesla is looking into manufacturing robots. Known as Optimus bots, they could be used as replacements for human workers who are now needed more than ever before. If Tesla’s new Optimus functionalities are any indication, robots could soon take over many of the low-skill jobs that companies rely on today. These automated machines can operate around the clock and do so with little human intervention, making them an ideal replacement for factory workers.Optimus is expected to hit markets in 2027. The potential for this technology is unprecedented. With a price tag of $20,000, the opportunity is expected to generate billions in sales over time.Is Tesla Stock a Buy?Turning to Wall Street, TSLA stock maintains a Moderate Buy consensus rating. Out of 30 total analyst ratings, 19 Buys, seven Holds, and four Sells were assigned over the past three months. The average TSLA price target is $292.89, implying a 31.57% upside potential. Analyst price targets range from a low of $85 per share to a high of $436 per share.Bottomline: TSLA Stock is for the Long TermTesla has been on quite the ride these past few years, with strong results and demand that’s only getting higher. Despite some mixed third-quarter financials, investors should stay committed to this company as it continues its success story. The company’s stock is surprisingly undervalued, and although the macro picture may present some short-term headwinds, it presents itself as a great long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982318958,"gmtCreate":1667095739974,"gmtModify":1676537859938,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982318958","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986620853,"gmtCreate":1666946118772,"gmtModify":1676537836808,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hello","listText":"Hello","text":"Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986620853","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986878191,"gmtCreate":1666930774913,"gmtModify":1676537833877,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986878191","repostId":"1100216928","repostType":2,"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988204414,"gmtCreate":1666750767239,"gmtModify":1676537800536,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988204414","repostId":"2278767601","repostType":4,"repost":{"id":"2278767601","kind":"highlight","pubTimestamp":1666756339,"share":"https://ttm.financial/m/news/2278767601?lang=&edition=fundamental","pubTime":"2022-10-26 11:52","market":"us","language":"en","title":"2 Growth Stocks That Could Double Your Money in 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2278767601","media":"Motley Fool","summary":"Some Wall Street analysts think these growth stocks could soar more than 100% in the next 12 months.","content":"<html><head></head><body><p>The <b>S&P 500</b> is down about 20% this year, erasing about $8.2 trillion in wealth. And more than half of investors expect the stock market to continue falling in the next six months, according to a survey from the American Association of Individual Investors. Despite the widespread bearish sentiment, some Wall Street analysts still see opportunities for triple-digit returns in the next year.</p><p>For instance, Jason Bazinet of <b>Citigroup</b> has a 12-month price target of $125 per share on <b>Roku</b> (ROKU), which implies 148% upside from its current price. Similarly, Michael Ng of <b>Goldman Sachs</b> currently has a 12-month target of $134 on <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> (SQ), which suggests 139% upside. If those forecasts come to fruition, shareholders would more than double their money before the end of 2023.</p><p>Is that likely to happen? Let's take a closer look at these two growth stocks and try to find an answer.</p><h2>1. Roku: The most popular streaming platform by a wide margin</h2><p>Roku brought the first streaming device to market in 2008, shortly after <b>Netflix</b> debuted the first streaming service.</p><p>The company parlayed its first-mover status into a more durable competitive advantage in the time since. Roku is now the leading streaming platform in the U.S., Canada, and Mexico (as measured by hours streamed), and its popularity with viewers made the company a valuable partner to content publishers and advertisers.</p><p>That said, Roku still struggled in the current economy. High inflation blunted consumer spending, and many brands compensated by cutting their ad budgets. That domino effect led to disappointing financial results in the second quarter. Revenue climbed just 18% to $764 million, and the company posted a loss of $0.82 per diluted share based on generally accepted accounting principles (GAAP), down from a profit of $0.52 per diluted share in the prior year. Some investors see that as worrisome.</p><p>However, Bazinet believes the macroeconomic environment alone is to blame, not a material weakness in the underlying business, and it's hard to disagree. Roku is so dominant in North America that its platform accounted for more than 30% of all streaming time globally in the second quarter, while runner-up <b>Amazon</b> held just a 16% market share. What's more, Roku devices (players and smart TVs) accounted for 23% of all streaming devices globally, while Amazon ranked second with a 12% market share.</p><p>Not surprisingly, Roku has become a powerhouse in connected TV (CTV) advertising. Its devices accounted for 44% of programmatic CTV ad spending through the first half of 2022, more than the next three competitors -- <b>Samsung</b>, Amazon, and<b> Apple</b> -- combined.</p><p>Roku should benefit significantly as brands continue to shift ad budgets from legacy TV to streaming TV. In fact, eMarketer says CTV ad spending in the U.S. alone will grow by 20% annually to reach $39 billion by 2026, and BMO Capital Markets thinks that figure will hit $100 billion by 2030.</p><p>Currently, shares trade at 2.3 times sales, essentially the cheapest valuation since the company went public in 2017. To that end, shareholders could see triple-digit returns in the next year, though the macroeconomic environment would need to improve substantially, and no one knows when that will happen. For that reason, Roku is better viewed as a long-term investment, and now is a good time for patient investors to buy this growth stock.</p><h2>2. Block: Big opportunities with Cash App and Square</h2><p>Block helps sellers run an omnichannel business with its Square ecosystem, an integrated suite of hardware, software, and financial services. Similarly, the company helps consumers manage their finances with its Cash App, a digital wallet that brings together the ability to deposit, borrow, spend, and invest money on a single platform.</p><p>Block continued to post solid financial results over the past year, in spite of macroeconomic pressures on its business. Gross profit jumped 37% to $5.1 billion, fueled by strong growth in Square and Cash App, and free cash flow more than doubled to reach $563 million. Goldman analyst Michael Ng recently highlighted two reasons the company is well positioned to maintain that momentum.</p><p>First, Block has a big opportunity to accelerate Cash App growth by transforming the platform into a commerce engine. Block is tackling that by integrating Cash App with Afterpay, its recently acquired buy now, pay later (BNPL) platform. The company is rolling out a Discover tab to the Cash App interface, allowing consumers to browse and shop from the Afterpay Shop Directory, a marketplace with products from over 140,000 brands. That should drive more sales for Afterpay sellers, including Square sellers that have adopted the BNPL platform.</p><p>Second, Block is successfully moving upmarket, as mid-market sellers (i.e. those with more than $500,000 in annual sales) continue to adopt Square products. In the second quarter, mid-market sellers accounted for 39% of gross payment volume, up from 35% last year, and 27% two years ago. Premium point-of-sale software tailored to restaurants and retail stores is a key driver of that trend, and the upmarket momentum bodes particularly well for Block, as larger sellers tend to use more software products and have less churn.</p><p>Collectively, Block puts its addressable market at $190 billion in gross profit in 2022, and shares currently trade at 1.8 times sales, just off the five-year low of 1.7 times sales. That creates a great buying opportunity for patient investors. But triple-digit returns in the next year are unlikely in the current economy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Double Your Money in 2023, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Could Double Your Money in 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 11:52 GMT+8 <a href=https://www.fool.com/investing/2022/10/25/2-growth-stocks-could-double-your-money-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 is down about 20% this year, erasing about $8.2 trillion in wealth. And more than half of investors expect the stock market to continue falling in the next six months, according to a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/25/2-growth-stocks-could-double-your-money-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","SQ":"Block"},"source_url":"https://www.fool.com/investing/2022/10/25/2-growth-stocks-could-double-your-money-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278767601","content_text":"The S&P 500 is down about 20% this year, erasing about $8.2 trillion in wealth. And more than half of investors expect the stock market to continue falling in the next six months, according to a survey from the American Association of Individual Investors. Despite the widespread bearish sentiment, some Wall Street analysts still see opportunities for triple-digit returns in the next year.For instance, Jason Bazinet of Citigroup has a 12-month price target of $125 per share on Roku (ROKU), which implies 148% upside from its current price. Similarly, Michael Ng of Goldman Sachs currently has a 12-month target of $134 on Block (SQ), which suggests 139% upside. If those forecasts come to fruition, shareholders would more than double their money before the end of 2023.Is that likely to happen? Let's take a closer look at these two growth stocks and try to find an answer.1. Roku: The most popular streaming platform by a wide marginRoku brought the first streaming device to market in 2008, shortly after Netflix debuted the first streaming service.The company parlayed its first-mover status into a more durable competitive advantage in the time since. Roku is now the leading streaming platform in the U.S., Canada, and Mexico (as measured by hours streamed), and its popularity with viewers made the company a valuable partner to content publishers and advertisers.That said, Roku still struggled in the current economy. High inflation blunted consumer spending, and many brands compensated by cutting their ad budgets. That domino effect led to disappointing financial results in the second quarter. Revenue climbed just 18% to $764 million, and the company posted a loss of $0.82 per diluted share based on generally accepted accounting principles (GAAP), down from a profit of $0.52 per diluted share in the prior year. Some investors see that as worrisome.However, Bazinet believes the macroeconomic environment alone is to blame, not a material weakness in the underlying business, and it's hard to disagree. Roku is so dominant in North America that its platform accounted for more than 30% of all streaming time globally in the second quarter, while runner-up Amazon held just a 16% market share. What's more, Roku devices (players and smart TVs) accounted for 23% of all streaming devices globally, while Amazon ranked second with a 12% market share.Not surprisingly, Roku has become a powerhouse in connected TV (CTV) advertising. Its devices accounted for 44% of programmatic CTV ad spending through the first half of 2022, more than the next three competitors -- Samsung, Amazon, and Apple -- combined.Roku should benefit significantly as brands continue to shift ad budgets from legacy TV to streaming TV. In fact, eMarketer says CTV ad spending in the U.S. alone will grow by 20% annually to reach $39 billion by 2026, and BMO Capital Markets thinks that figure will hit $100 billion by 2030.Currently, shares trade at 2.3 times sales, essentially the cheapest valuation since the company went public in 2017. To that end, shareholders could see triple-digit returns in the next year, though the macroeconomic environment would need to improve substantially, and no one knows when that will happen. For that reason, Roku is better viewed as a long-term investment, and now is a good time for patient investors to buy this growth stock.2. Block: Big opportunities with Cash App and SquareBlock helps sellers run an omnichannel business with its Square ecosystem, an integrated suite of hardware, software, and financial services. Similarly, the company helps consumers manage their finances with its Cash App, a digital wallet that brings together the ability to deposit, borrow, spend, and invest money on a single platform.Block continued to post solid financial results over the past year, in spite of macroeconomic pressures on its business. Gross profit jumped 37% to $5.1 billion, fueled by strong growth in Square and Cash App, and free cash flow more than doubled to reach $563 million. Goldman analyst Michael Ng recently highlighted two reasons the company is well positioned to maintain that momentum.First, Block has a big opportunity to accelerate Cash App growth by transforming the platform into a commerce engine. Block is tackling that by integrating Cash App with Afterpay, its recently acquired buy now, pay later (BNPL) platform. The company is rolling out a Discover tab to the Cash App interface, allowing consumers to browse and shop from the Afterpay Shop Directory, a marketplace with products from over 140,000 brands. That should drive more sales for Afterpay sellers, including Square sellers that have adopted the BNPL platform.Second, Block is successfully moving upmarket, as mid-market sellers (i.e. those with more than $500,000 in annual sales) continue to adopt Square products. In the second quarter, mid-market sellers accounted for 39% of gross payment volume, up from 35% last year, and 27% two years ago. Premium point-of-sale software tailored to restaurants and retail stores is a key driver of that trend, and the upmarket momentum bodes particularly well for Block, as larger sellers tend to use more software products and have less churn.Collectively, Block puts its addressable market at $190 billion in gross profit in 2022, and shares currently trade at 1.8 times sales, just off the five-year low of 1.7 times sales. That creates a great buying opportunity for patient investors. But triple-digit returns in the next year are unlikely in the current economy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988204633,"gmtCreate":1666750741622,"gmtModify":1676537800528,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988204633","repostId":"1112617869","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981064597,"gmtCreate":1666349340920,"gmtModify":1676537745189,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981064597","repostId":"1103593662","repostType":4,"repost":{"id":"1103593662","kind":"news","pubTimestamp":1666340223,"share":"https://ttm.financial/m/news/1103593662?lang=&edition=fundamental","pubTime":"2022-10-21 16:17","market":"us","language":"en","title":"Elon Musk Calls Tesla \"Recession-Resilient\" as Wall Street Eyes Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1103593662","media":"the wall street journal","summary":"Elon Muskis calling Tesla Inc.“recession-resilient,” dangling a potential share repurchase and conti","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/c6bd765358d06de351931ca3f4ea5432\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Elon Muskis calling Tesla Inc.“recession-resilient,” dangling a potential share repurchase and continued production increases even in the case of a possible economic downturn.</p><p>Tesla spent years careening from crisis to crisis with little in the way of a cash cushion. The company neared bankruptcy in 2008, when funding dried up during the recession, and again roughly a decade later as it struggled to increase production of its Model 3 car.</p><p>Now, stronger-than-expected resultsduring the Covid-19 pandemicand years of consistent quarterly profits have given the company a war chest rivaling that of some legacy auto makers. Chief Financial OfficerZach Kirkhornpointed to that buffer Wednesday as Tesla pledged consistent production growth.</p><p>“This is a real opportunity, I think, for the company to press forward in the most aggressive way,” Mr. Kirkhorn said, as Tesla reported near-record quarterly profit approaching $3.3 billion.</p><p>Tesla was sitting on roughly $21 billion in cash and short-term investments as of the end of September, the company said, up from around $16 billion a year earlier. Luxury-car makersMercedes-Benz GroupAG andBayerische Motoren WerkeAG had around $21 billion and $23 billion in cash and short-term investments as of midyear, respectively, according to FactSet. Neither company has reported earnings for the most recent quarter.</p><p>“Let’s say 2023 is a brutal recession year. Even then, we generate meaningful cash,” said Mr. Musk, Tesla’s chief executive. The company, which didn’t respond to a request for comment, reported having generated $3.3 billion in free cash flow during the third quarter, up from $1.3 billion a year earlier.</p><p>Tesla is poised to benefit from U.S. electric-vehicle and battery manufacturing tax credits, and it is well-positioned to pass on potential supply cost savings to consumers in the form of vehicle price cuts, Deutsche Bank analysts said in a note to investors. Tesla has repeatedly raised prices recently as inflation and supply-chain snarls have increased costs and made cars harder to come by for consumers.</p><p>“While Tesla is not insulated from a downturn, we believe its growth and margins could be much more resilient than the rest of the industry in a recession globally given the various levers at its disposal,” the analysts wrote.</p><p>Such optimism didn’t appear to have allayed Wall Street’s concerns about a possible weakening of demand for Tesla cars. Tesla shares fell 6.7% to $207.28 Thursday after the company lowered full-year growth expectations for 2022.</p><p>Tesla has been aiming to increase vehicle deliveries by an average of 50% annually, but expectsto come up short of that targetthis year as it adjusts vehicle-shipping patterns, Mr. Kirkhorn said.</p><p>For years, Tesla’s deliveries have been concentrated toward the end of the quarter as the company pressed to get as many cars as possible into customer hands before the end of the financial period. The company is now trying to smooth out that process.</p><p>“There weren’t enough boats. There weren’t enough trains. There weren’t enough car carriers to actually support the wave,” Mr. Musk said.</p><p>Tesla delivered more than 908,000 cars in the first nine months of the year. It would need to hand over nearly half a million vehicles in the final three months of the year to grow 50% from 2021.</p><p>Meanwhile, Tesla is likelyto pursue its first sharebuyback, Mr. Musk said Wednesday, floating the idea of repurchasing $5 billion to $10 billion of stock next year.</p><p>Such a move, called for by some investors, sends the wrong signal given Tesla’s other options for using the capital at its disposal, Jefferies analysts said Wednesday. Tesla raised $10 billion in 2020 by selling new stock.</p><p>The company is aiming to be producing 20 million vehicles annually by 2030, a feat that Mr. Musk has said is likely to require a dozen factories and would easily make Tesla the world’s largest car company by volume. Tesla already enjoys the highest valuation among auto makers.</p><p></p></body></html>","source":"wsj_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>Elon Musk Calls Tesla \"Recession-Resilient\" as Wall Street Eyes Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Calls Tesla \"Recession-Resilient\" as Wall Street Eyes Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 16:17 GMT+8 <a href=https://www.wsj.com/articles/elon-musk-calls-tesla-recession-resilient-as-wall-street-eyes-demand-11666302911?mod=hp_lead_pos2><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Muskis calling Tesla Inc.“recession-resilient,” dangling a potential share repurchase and continued production increases even in the case of a possible economic downturn.Tesla spent years ...</p>\n\n<a href=\"https://www.wsj.com/articles/elon-musk-calls-tesla-recession-resilient-as-wall-street-eyes-demand-11666302911?mod=hp_lead_pos2\">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.wsj.com/articles/elon-musk-calls-tesla-recession-resilient-as-wall-street-eyes-demand-11666302911?mod=hp_lead_pos2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103593662","content_text":"Elon Muskis calling Tesla Inc.“recession-resilient,” dangling a potential share repurchase and continued production increases even in the case of a possible economic downturn.Tesla spent years careening from crisis to crisis with little in the way of a cash cushion. The company neared bankruptcy in 2008, when funding dried up during the recession, and again roughly a decade later as it struggled to increase production of its Model 3 car.Now, stronger-than-expected resultsduring the Covid-19 pandemicand years of consistent quarterly profits have given the company a war chest rivaling that of some legacy auto makers. Chief Financial OfficerZach Kirkhornpointed to that buffer Wednesday as Tesla pledged consistent production growth.“This is a real opportunity, I think, for the company to press forward in the most aggressive way,” Mr. Kirkhorn said, as Tesla reported near-record quarterly profit approaching $3.3 billion.Tesla was sitting on roughly $21 billion in cash and short-term investments as of the end of September, the company said, up from around $16 billion a year earlier. Luxury-car makersMercedes-Benz GroupAG andBayerische Motoren WerkeAG had around $21 billion and $23 billion in cash and short-term investments as of midyear, respectively, according to FactSet. Neither company has reported earnings for the most recent quarter.“Let’s say 2023 is a brutal recession year. Even then, we generate meaningful cash,” said Mr. Musk, Tesla’s chief executive. The company, which didn’t respond to a request for comment, reported having generated $3.3 billion in free cash flow during the third quarter, up from $1.3 billion a year earlier.Tesla is poised to benefit from U.S. electric-vehicle and battery manufacturing tax credits, and it is well-positioned to pass on potential supply cost savings to consumers in the form of vehicle price cuts, Deutsche Bank analysts said in a note to investors. Tesla has repeatedly raised prices recently as inflation and supply-chain snarls have increased costs and made cars harder to come by for consumers.“While Tesla is not insulated from a downturn, we believe its growth and margins could be much more resilient than the rest of the industry in a recession globally given the various levers at its disposal,” the analysts wrote.Such optimism didn’t appear to have allayed Wall Street’s concerns about a possible weakening of demand for Tesla cars. Tesla shares fell 6.7% to $207.28 Thursday after the company lowered full-year growth expectations for 2022.Tesla has been aiming to increase vehicle deliveries by an average of 50% annually, but expectsto come up short of that targetthis year as it adjusts vehicle-shipping patterns, Mr. Kirkhorn said.For years, Tesla’s deliveries have been concentrated toward the end of the quarter as the company pressed to get as many cars as possible into customer hands before the end of the financial period. The company is now trying to smooth out that process.“There weren’t enough boats. There weren’t enough trains. There weren’t enough car carriers to actually support the wave,” Mr. Musk said.Tesla delivered more than 908,000 cars in the first nine months of the year. It would need to hand over nearly half a million vehicles in the final three months of the year to grow 50% from 2021.Meanwhile, Tesla is likelyto pursue its first sharebuyback, Mr. Musk said Wednesday, floating the idea of repurchasing $5 billion to $10 billion of stock next year.Such a move, called for by some investors, sends the wrong signal given Tesla’s other options for using the capital at its disposal, Jefferies analysts said Wednesday. Tesla raised $10 billion in 2020 by selling new stock.The company is aiming to be producing 20 million vehicles annually by 2030, a feat that Mr. Musk has said is likely to require a dozen factories and would easily make Tesla the world’s largest car company by volume. Tesla already enjoys the highest valuation among auto makers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983038019,"gmtCreate":1666106157131,"gmtModify":1676537707075,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983038019","repostId":"1193778940","repostType":2,"repost":{"id":"1193778940","kind":"news","pubTimestamp":1666105695,"share":"https://ttm.financial/m/news/1193778940?lang=&edition=fundamental","pubTime":"2022-10-18 23:08","market":"us","language":"en","title":"Wake Up: The Bear Market Rally Just Started","url":"https://stock-news.laohu8.com/highlight/detail?id=1193778940","media":"seekingalpha","summary":"SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now tha","content":"<html><head></head><body><h2>Summary</h2><ul><li>The S&P 500 dropped by a whopping 20% from its mid-August top two months ago.</li><li>However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another significant countertrend rally in the coming weeks.</li><li>Moreover, big banks are coming out with better-than-expected earnings results, providing another constructive catalyst for stocks to move higher in the near term.</li><li>I've made some instrumental portfolio adjustments around the recent lows and plan to continue beating the market in the coming weeks, quarters, and years.</li></ul><p><img src=\"https://static.tigerbbs.com/aa3422b1fb50299630a4442d3236e42d\" tg-width=\"750\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>We've seen some exciting price action in recent weeks. The S&P 500/SPX (SP500) dropped by approximately 20% from its mid-August high to its current bottom at 3,500. I called the August top in the "Near-TermTop" article and a series of other bearish articles I published around that time. I'm not saying that the bear market is over or stocks are heading to the moon from here. However, now that the market is significantly lower, we could see another powerful countertrend rally ahead. The upcoming Fed rate hike is likely priced in, and we see earnings coming in better than expected. If the constructive earnings theme continues, we could see stocks rebound substantially in the coming weeks.</p><h2>Finally, A Technical Setup We Can Work With</h2><p><b>SPX 1-Year Chart</b></p><p><img src=\"https://static.tigerbbs.com/bd9c457964a5ba46f6eba27977384030\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX bear market decline has been about 27% from peak to trough. However, the SPX dropped by a whopping 20% since mid August. That's just two months. The SPX and stocks, in general, got severely oversold. We saw the RSI drop below 30, and the CCI dipped below 200, indicating extremely oversold market conditions. Perhaps most importantly, we witnessed a significant panic-driven reversal last Thursday. The market opened significantly lower with capitulation-style selling, but after the relentless selling, the buyers came in, reversing the market by nearly 200 points. We probably witnessed seller exhaustion, and around 3,500 many market participants did not want to sell anymore. Then the algos and the bulls took over, driving stocks to close at session highs. In short, we may have put in another near-term bottom, and we could see the SPX rally to the 3,800-4,000 resistance point from here and possibly higher after that.</p><h2>It's All About the Fed and Earnings Right Now</h2><p>While the near-term technical image has improved substantially, it's still all about the Fed and earnings going into November. Despite the higher-than-anticipated CPI reading and the better-than-expected employment report, the Fed will probably still hike interest rates by 75 basis points at the next meeting.</p><p><b>Rate Probabilities</b></p><p><img src=\"https://static.tigerbbs.com/33d3ae809e7a404a37b9739b9c0063bc\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Rate probabilities(CMEGroup.com)</p><p>There's now about a 95% probability that the Fed will raise the benchmark to 3.75-4% (75 basis points) at the next FOMC meeting in roughly 16 days. While 95% is higher than the 50%-70% expectations we had in recent weeks, it was still likely that the Fed would make another 75 basis point move. Therefore, the market has been preparing for the rate hike in recent weeks, has dropped significantly, and the upcoming rate increase should be fully priced in by now. Moreover, once the Fed raises by 75 basis points at the next meeting, it will probably only move by 25-50 basis points at the December FOMC event, suggesting that we may get a significant relief rally after the Fed's decision on Nov. 2.</p><h2>Positive Earnings Are a Catalyst for Higher Stock Prices</h2><p>It's primarily about making or beating your earnings estimates at the end of the day. Forward guidance is an essential element, but I have not heard too much negative news from the recent bellwether names kicking off earnings season. On the contrary, we see banks and other significant corporations reporting better numbers than the street expected, and that's bullish for stocks.</p><p><b>Here's What We've Seen So Far</b></p><p><img src=\"https://static.tigerbbs.com/bd833be84335bd2b277665f4bcea5fc5\" tg-width=\"640\" tg-height=\"573\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Earnings(Investing.com)</p><p>While it's not much, we see much better than expected results from big companies. I want to draw your attention to the big banks as they typically set the tone for the entire earnings season. Look at JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), and other smash earnings. This phenomenon implies that despite massive drops in stocks, the U.S. economy remains remarkably resilient, and we should see more upside for stocks in the weeks ahead. Moreover, it's not just the banks. Other companies are reporting better-than-expected earnings figures, and this trend should transition in the weeks ahead. Robust earnings from big tech companies and other bellwether names should fuel the recent rally further, leading to higher stock prices in the near term.</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>Wake Up: The Bear Market Rally Just Started</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\">\nWake Up: The Bear Market Rally Just Started\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 23:08 GMT+8 <a href=https://seekingalpha.com/article/4546969-bear-market-rally-just-started><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546969-bear-market-rally-just-started\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4546969-bear-market-rally-just-started","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1193778940","content_text":"SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another significant countertrend rally in the coming weeks.Moreover, big banks are coming out with better-than-expected earnings results, providing another constructive catalyst for stocks to move higher in the near term.I've made some instrumental portfolio adjustments around the recent lows and plan to continue beating the market in the coming weeks, quarters, and years.We've seen some exciting price action in recent weeks. The S&P 500/SPX (SP500) dropped by approximately 20% from its mid-August high to its current bottom at 3,500. I called the August top in the \"Near-TermTop\" article and a series of other bearish articles I published around that time. I'm not saying that the bear market is over or stocks are heading to the moon from here. However, now that the market is significantly lower, we could see another powerful countertrend rally ahead. The upcoming Fed rate hike is likely priced in, and we see earnings coming in better than expected. If the constructive earnings theme continues, we could see stocks rebound substantially in the coming weeks.Finally, A Technical Setup We Can Work WithSPX 1-Year ChartSPX(StockCharts.com)The SPX bear market decline has been about 27% from peak to trough. However, the SPX dropped by a whopping 20% since mid August. That's just two months. The SPX and stocks, in general, got severely oversold. We saw the RSI drop below 30, and the CCI dipped below 200, indicating extremely oversold market conditions. Perhaps most importantly, we witnessed a significant panic-driven reversal last Thursday. The market opened significantly lower with capitulation-style selling, but after the relentless selling, the buyers came in, reversing the market by nearly 200 points. We probably witnessed seller exhaustion, and around 3,500 many market participants did not want to sell anymore. Then the algos and the bulls took over, driving stocks to close at session highs. In short, we may have put in another near-term bottom, and we could see the SPX rally to the 3,800-4,000 resistance point from here and possibly higher after that.It's All About the Fed and Earnings Right NowWhile the near-term technical image has improved substantially, it's still all about the Fed and earnings going into November. Despite the higher-than-anticipated CPI reading and the better-than-expected employment report, the Fed will probably still hike interest rates by 75 basis points at the next meeting.Rate ProbabilitiesRate probabilities(CMEGroup.com)There's now about a 95% probability that the Fed will raise the benchmark to 3.75-4% (75 basis points) at the next FOMC meeting in roughly 16 days. While 95% is higher than the 50%-70% expectations we had in recent weeks, it was still likely that the Fed would make another 75 basis point move. Therefore, the market has been preparing for the rate hike in recent weeks, has dropped significantly, and the upcoming rate increase should be fully priced in by now. Moreover, once the Fed raises by 75 basis points at the next meeting, it will probably only move by 25-50 basis points at the December FOMC event, suggesting that we may get a significant relief rally after the Fed's decision on Nov. 2.Positive Earnings Are a Catalyst for Higher Stock PricesIt's primarily about making or beating your earnings estimates at the end of the day. Forward guidance is an essential element, but I have not heard too much negative news from the recent bellwether names kicking off earnings season. On the contrary, we see banks and other significant corporations reporting better numbers than the street expected, and that's bullish for stocks.Here's What We've Seen So FarEarnings(Investing.com)While it's not much, we see much better than expected results from big companies. I want to draw your attention to the big banks as they typically set the tone for the entire earnings season. Look at JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), and other smash earnings. This phenomenon implies that despite massive drops in stocks, the U.S. economy remains remarkably resilient, and we should see more upside for stocks in the weeks ahead. Moreover, it's not just the banks. Other companies are reporting better-than-expected earnings figures, and this trend should transition in the weeks ahead. Robust earnings from big tech companies and other bellwether names should fuel the recent rally further, leading to higher stock prices in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989657066,"gmtCreate":1666000037155,"gmtModify":1676537690041,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989657066","repostId":"1123073862","repostType":2,"repost":{"id":"1123073862","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":1665994165,"share":"https://ttm.financial/m/news/1123073862?lang=&edition=fundamental","pubTime":"2022-10-17 16:09","market":"us","language":"en","title":"Big Tech Stocks Jumped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1123073862","media":"Tiger Newspress","summary":"Big tech stocks jumped in premarket trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Tes","content":"<html><head></head><body><p>Big tech stocks jumped in premarket trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Tesla, Nvidia and Netflix all rose more than 1%.</p><p><img src=\"https://static.tigerbbs.com/a057236290613a199808e5c1fdb4efef\" tg-width=\"472\" tg-height=\"481\" 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>Big Tech Stocks Jumped in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech Stocks Jumped in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-17 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big tech stocks jumped in premarket trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Tesla, Nvidia and Netflix all rose more than 1%.</p><p><img src=\"https://static.tigerbbs.com/a057236290613a199808e5c1fdb4efef\" tg-width=\"472\" tg-height=\"481\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","NFLX":"奈飞","META":"Meta Platforms, Inc.","MSFT":"微软","GOOGL":"谷歌A","TSLA":"特斯拉","AMZN":"亚马逊","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123073862","content_text":"Big tech stocks jumped in premarket trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Tesla, Nvidia and Netflix all rose more than 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988204633,"gmtCreate":1666750741622,"gmtModify":1676537800528,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988204633","repostId":"1112617869","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982831328,"gmtCreate":1667141572164,"gmtModify":1676537866231,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982831328","repostId":"1178850157","repostType":4,"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986878191,"gmtCreate":1666930774913,"gmtModify":1676537833877,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986878191","repostId":"1100216928","repostType":2,"repost":{"id":"1100216928","kind":"news","pubTimestamp":1666929303,"share":"https://ttm.financial/m/news/1100216928?lang=&edition=fundamental","pubTime":"2022-10-28 11:55","market":"us","language":"en","title":"Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1100216928","media":"Seeking Alpha","summary":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.</li><li>The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.</li><li>Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.</li><li>While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.</li></ul><p>Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.</p><p>Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.</p><p>We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.</p><p>Meanwhile, management's allusion to "strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.</p><p>But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.</p><p>While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more "vulnerable" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.</p><p><b>Profitable Growth is Key - And Services is Here For It</b></p><p>Apple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.</p><p>This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.</p><blockquote>In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate ("CAGR") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.</blockquote><blockquote>Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.</blockquote><blockquote>Source: "Apple Services Is On A Critical Mission"</blockquote><p>We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.</p><p><b>Apple TV+</b></p><p>Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a "cheaper" alternative.</p><p>We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was "introduced at a very low price because it started with just a few shows and movies." But now, it has grown into an extensive library of "award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment," which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.</p><p>Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as "Friday Night Baseball" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.</p><p><b>Apple Music</b></p><p>The monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.</p><p>The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.</p><p>Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.</p><p><b>Apple One Bundle</b></p><p>The Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.</p><p>The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.</p><p>The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.</p><p><b>Near-Term Investment Risks to Consider</b></p><p><b>China Risks:</b> This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.</p><p>In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.</p><p>Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's "size and importance to suppliers" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.</p><p><b>Macro Risks:</b> FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.</p><p>In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.</p><p>Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.</p><p><b>Lengthening Product Cycle Risks:</b> Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.</p><blockquote>Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.</blockquote><blockquote>Source: "Apple Services Is On A Critical Mission"</blockquote><p><b>Final Thoughts</b></p><p>Market sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for "nearly a fifth" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).</p><p>While Apple's valuation remains lofty at "23x forward earnings, above both its long-term average and the market overall," which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.</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>Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:55 GMT+8 <a href=https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100216928","content_text":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.Meanwhile, management's allusion to \"strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high\" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more \"vulnerable\" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.Profitable Growth is Key - And Services is Here For ItApple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (\"CAGR\") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.Source: \"Apple Services Is On A Critical Mission\"We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.Apple TV+Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a \"cheaper\" alternative.We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was \"introduced at a very low price because it started with just a few shows and movies.\" But now, it has grown into an extensive library of \"award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,\" which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as \"Friday Night Baseball\" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.Apple MusicThe monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.Apple One BundleThe Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.Near-Term Investment Risks to ConsiderChina Risks: This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's \"size and importance to suppliers\" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.Macro Risks: FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.Lengthening Product Cycle Risks: Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.Source: \"Apple Services Is On A Critical Mission\"Final ThoughtsMarket sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for \"nearly a fifth\" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).While Apple's valuation remains lofty at \"23x forward earnings, above both its long-term average and the market overall,\" which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963419142,"gmtCreate":1668734965986,"gmtModify":1676538104372,"author":{"id":"4124584048681992","authorId":"4124584048681992","name":"JerryP","avatar":"https://community-static.tradeup.com/news/ba6bc543e7c4ca755a5431074b1e80b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124584048681992","authorIdStr":"4124584048681992"},"themes":[],"htmlText":"Hello ","listText":"Hello 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