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2022-09-03
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Microsoft: Undervalued With Outstanding Cloud Growth
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Many of the so-c","content":"<html><head></head><body><p>When tough economic times reign, we see who has the best and worst business models. Many of the so-called "FANG" stocks such as Facebook (now <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> and even Google (GOOG) (GOOGL), have reported relatively poor earnings and seen their stock price get decimated (see my other posts). However, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> continues to roar ahead and produced strong financial results, beating both revenue and earnings growth estimates in fiscal Q1 2023. In this post, I'm going to break down its financials and valuation. Let's dive in.</p><p></p><p><img src=\"https://static.tigerbbs.com/d50703b2ea5e1ae4c59894f07af29aa7\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Solid Financials</h2><p>Microsoft reported solid financial results for the third quarter of fiscal year 2023. Revenue was $50.12 billion, which beat analyst estimates by $435.21 million and increased by 11% year over year. Its international revenue was impacted by foreign exchange headwinds from a strong U.S. dollar; thus, it increased by 16% year over year, on a constant currency basis. At a high level, the Productivity and Cloud segments drove the strongest growth with increases of 9% and 20% respectively. Both segments were impacted substantially by foreign exchange headwinds and reported much faster growth of 15% and 26% on a constant currency basis. The "More Personal Computing" segment was a laggard, with flat growth reported. This was driven by the cyclical decline in PCs and gaming. Although a positive is on a constant currency basis, even this segment was up by 3% YoY.<img src=\"https://static.tigerbbs.com/159f58d54bb0b191ccd2c9dc33423231\" tg-width=\"640\" tg-height=\"175\" referrerpolicy=\"no-referrer\"/></p><p>Segment Revenue (Q1,FY23 report)</p><p>I will now break down its business segments in more granular detail, so we can really understand the winners and losers of this trillion-dollar company. Microsoft's productivity and business processes segment reported solid growth across the board. Its Office consumer products grew revenue by 7% each for its commercial and consumer products respectively. Both products reported slightly declining growth from the 9% in the prior quarter. However, when we take foreign currency changes into account, its growth rate was 13% for commercial products which was level with the prior quarter. Microsoft 365 consumer subscribers continued to grow to 61.3 million, up from 54.1 million in the same quarter last year.</p><p></p><p><img src=\"https://static.tigerbbs.com/1ab74641a24d8ba3e3befc218cef3edb\" tg-width=\"640\" tg-height=\"133\" referrerpolicy=\"no-referrer\"/></p><p>Productivity segment (Q1,FY23)</p><p>Microsoft Dynamics is a suite of enterprise applications used by the likes of Chevron, Coca-Cola, BMW, and many more. This product suite reported solid growth of 15% YoY or 22% on a constant basis. Again, this growth rate was slower than the prior quarter but still solid overall. I suspect the trend of slowing growth is more driven by the macroeconomic environment, as opposed to Microsoft's market position specifically, as we are seeing a similar pattern across the board.</p><p>LinkedIn was a standout performer with 17% revenue growth reported, or 21% on a constant currency basis. LinkedIn is the world's largest professional social network with approximately 822 million users. LinkedIn is substantially smaller than the likes of Facebook and Instagram with ~2.88 billion monthly active users across both apps. However, LinkedIn is an immensely valuable platform, as its users are highly valued by recruiters, those looking for a job, and B2B salespeople.</p><p>LinkedIn is one of the few places where you can connect with a CEO, or create a targeted list of Senior VPs at technology companies. This means many of its users are happy to pay for tools such as LinkedIn Sales Navigator and it is popular for Account Based Marketing, which is basically modern-day B2B marketing. LinkedIn also faces less competition from other social media companies, as I personally can't think of another professional social network, can you? Whereas in the traditional social media landscape, we have TikTok which is fast eating Meta's lunch and now has ~1 billion monthly active users. Then of course, there is Snapchat, Twitter, and even BeReal a new viral platform. If I could invest in LinkedIn alone, I would due to its dominant market position and huge untapped potential.</p><p>Microsoft's second major segment is its "Intelligent Cloud" Azure which has grown to become the largest revenue driver of the company, contributing to 40% of revenue in Q1, FY23. The Intelligent Cloud segment reported $20.33 billion in revenue which increased by 20% year over year or 26% on a constant currency basis, this is the fastest-growing segment of the company.</p><p></p><p><img src=\"https://static.tigerbbs.com/6b2cd1a8411e99b1af4e18a005b91e00\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Intelligent Cloud (Q1,FY23)</p><p>Microsoft Azure is the second largest cloud infrastructure provider in the world with 21% market share. This is behind AWS with a 34% market but is still well ahead of Google Cloud which has "just" 11% market share. Microsoft was late out of the starting blocks creating its Azure Cloud, which was released in 2008, two years after AWS which was launched in 2006. However, the company has rapidly gained market share and carved out a strong position as a favorite for a "hybrid cloud" setup. For some background, the "cloud" is basically just a data center that offers computing, storage, or databases as a service. A hybrid model generally involves keeping some IT resources onsite or using multiple providers usually for security or data residency reasons. According to a study by Cisco, 82% of IT decision makers are planning a hybrid cloud strategy. Therefore, Azure is well suited to benefit from this trend. In addition, online reviews indicate Azure has a better user interface than AWS and it is popular with those who want to use Windows for setup. The cloud industry is forecast to grow at a 19.9% compounded annual growth rate and reach $1.7 trillion by 2029.</p><p></p><p><img src=\"https://static.tigerbbs.com/e8375a6c5d4281dae729a1dd29c577ce\" tg-width=\"640\" tg-height=\"614\" referrerpolicy=\"no-referrer\"/></p><p>Cloud market share (Statista)</p><p>Microsoft's third segment is its "More Personal Computing" which reported $13.33 billion in revenue, which was basically flat compared to the prior year.</p><p></p><p><img src=\"https://static.tigerbbs.com/fa339781a0337648860808e50228b99c\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>More Personal Computing (Q1,FY23)</p><p>Breaking down this segment, we can see its flat growth was driven by a 15% decline in Windows OEM revenue. This was caused by a downturn in the PC market, after a boom in 2020 and 2021. A positive is the PC market tends to be cyclical by nature and thus I don't deem this to be a long-term issue. Xbox also reported a similar trend with a 3% revenue decline year over year, again this was driven by a lower gaming engagement after a boom in 2020. The gaming industry is forecasted to continue to grow at a 12.9% CAGR and thus I don't deem this to be a major issue long term. On a positive note, search and news advertising reported solid growth of 16% year over year or 21% on a constant currency basis.<img src=\"https://static.tigerbbs.com/8c63ed4ed50bd58d378f451c2c49c879\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"/></p><p>More Personal Computing (Q1,FY23)</p><h3>Profitability and Balance Sheet</h3><p>Microsoft's total business reported earnings per share [EPS] of $2.35, which beat analyst estimates by $0.06. Its Productivity business segment reported a 10% increase in operating income to $8.32 billion. While its Intelligent Cloud segment drove the majority of profits with $8.98 billion in operating income reported, up 17% year over year. As expected, the "More Personal Computing" segment reported a 15% decline in operating income to $4.22 billion.</p><p>Microsoft also has a fortress balance sheet with $107.24 billion in cash and short-term investments. The company does have fairly high debt of $77 billion, but the majority, $45.37 billion is long-term debt.</p><p>Microsoft's guidance was not the best, as the company expects between $52.35 billion and $53.35 billion in Q2, FY23. This would represent a growth rate of ~2% and is lower than analyst expectations of $56.05 billion. This poor guidance looks to be mostly driven by the macroeconomic environment, but I don't believe this is a major issue long term.</p><h2>Advanced Valuation Model</h2><p>I have plugged Microsoft's financials into my discounted cash flow ("DCF") model. I have forecasted just 2% growth for next year, which is based upon an extrapolation of management guidance for the next quarter. In years 2 to 5, I have forecasted 15% revenue growth per year, based upon a cyclical rebound in the gaming and PC market, as well as continued growth in the cloud.</p><p></p><p><img src=\"https://static.tigerbbs.com/7839e573a5ff96b8cadd3d45e5598f1c\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft stock valuation 1 (created by author Ben at Motivation 2 Invest)</p><p>To increase the accuracy of the valuation, I have capitalized R&D expenses which has lifted net income. In addition, I have forecasted the company's operating margin to increase to 47% over the next 5 years, based upon profitability improvements in the "More Personal Computing" segment as it recovers.<img src=\"https://static.tigerbbs.com/d5d1b879c276221761b39940a39f97bd\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft stock valuation 2 (created by author Ben at Motivation 2 Invest)</p><p>Given these factors, I get a fair value of $271 per share. Microsoft stock is trading at $239 per share at the time of writing and thus is ~12% undervalued.</p><p>Microsoft is trading at a forward price to earnings ratio = 25, which may not seem cheap but is 18.77% cheaper than its 5 year average.</p><p><img src=\"https://static.tigerbbs.com/64ee69d72af2c73b181a51260c4ecac3\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Risks</h2><h3>Recession/Lower Demand</h3><p>Many analysts have forecasted a recession due to the high inflation and rising interest rate environment. This will likely result in lower demand and slowing growth across the board for most companies, including Microsoft.</p><h2>Final Thoughts</h2><p>Microsoft Corporation is a dominant technology company that has continually executed its "fast follow" strategy to a tee. The company has produced strong financial results for decades and even has performed well during a recessionary environment. Microsoft stock is undervalued intrinsically, and given a cyclical rebound in the PC & gaming market is expected, Microsoft could be a great long-term investment.</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>Microsoft: Undervalued With Outstanding Cloud Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Undervalued With Outstanding Cloud Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-28 14:30 GMT+8 <a href=https://seekingalpha.com/article/4566632-microsoft-undervalued-with-outstanding-cloud-growth><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When tough economic times reign, we see who has the best and worst business models. Many of the so-called \"FANG\" stocks such as Facebook (now Meta Platforms, Amazon, Netflix and even Google (GOOG) (...</p>\n\n<a href=\"https://seekingalpha.com/article/4566632-microsoft-undervalued-with-outstanding-cloud-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4566632-microsoft-undervalued-with-outstanding-cloud-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2294430679","content_text":"When tough economic times reign, we see who has the best and worst business models. Many of the so-called \"FANG\" stocks such as Facebook (now Meta Platforms, Amazon, Netflix and even Google (GOOG) (GOOGL), have reported relatively poor earnings and seen their stock price get decimated (see my other posts). However, Microsoft Corporation continues to roar ahead and produced strong financial results, beating both revenue and earnings growth estimates in fiscal Q1 2023. In this post, I'm going to break down its financials and valuation. Let's dive in.Data by YChartsSolid FinancialsMicrosoft reported solid financial results for the third quarter of fiscal year 2023. Revenue was $50.12 billion, which beat analyst estimates by $435.21 million and increased by 11% year over year. Its international revenue was impacted by foreign exchange headwinds from a strong U.S. dollar; thus, it increased by 16% year over year, on a constant currency basis. At a high level, the Productivity and Cloud segments drove the strongest growth with increases of 9% and 20% respectively. Both segments were impacted substantially by foreign exchange headwinds and reported much faster growth of 15% and 26% on a constant currency basis. The \"More Personal Computing\" segment was a laggard, with flat growth reported. This was driven by the cyclical decline in PCs and gaming. Although a positive is on a constant currency basis, even this segment was up by 3% YoY.Segment Revenue (Q1,FY23 report)I will now break down its business segments in more granular detail, so we can really understand the winners and losers of this trillion-dollar company. Microsoft's productivity and business processes segment reported solid growth across the board. Its Office consumer products grew revenue by 7% each for its commercial and consumer products respectively. Both products reported slightly declining growth from the 9% in the prior quarter. However, when we take foreign currency changes into account, its growth rate was 13% for commercial products which was level with the prior quarter. Microsoft 365 consumer subscribers continued to grow to 61.3 million, up from 54.1 million in the same quarter last year.Productivity segment (Q1,FY23)Microsoft Dynamics is a suite of enterprise applications used by the likes of Chevron, Coca-Cola, BMW, and many more. This product suite reported solid growth of 15% YoY or 22% on a constant basis. Again, this growth rate was slower than the prior quarter but still solid overall. I suspect the trend of slowing growth is more driven by the macroeconomic environment, as opposed to Microsoft's market position specifically, as we are seeing a similar pattern across the board.LinkedIn was a standout performer with 17% revenue growth reported, or 21% on a constant currency basis. LinkedIn is the world's largest professional social network with approximately 822 million users. LinkedIn is substantially smaller than the likes of Facebook and Instagram with ~2.88 billion monthly active users across both apps. However, LinkedIn is an immensely valuable platform, as its users are highly valued by recruiters, those looking for a job, and B2B salespeople.LinkedIn is one of the few places where you can connect with a CEO, or create a targeted list of Senior VPs at technology companies. This means many of its users are happy to pay for tools such as LinkedIn Sales Navigator and it is popular for Account Based Marketing, which is basically modern-day B2B marketing. LinkedIn also faces less competition from other social media companies, as I personally can't think of another professional social network, can you? Whereas in the traditional social media landscape, we have TikTok which is fast eating Meta's lunch and now has ~1 billion monthly active users. Then of course, there is Snapchat, Twitter, and even BeReal a new viral platform. If I could invest in LinkedIn alone, I would due to its dominant market position and huge untapped potential.Microsoft's second major segment is its \"Intelligent Cloud\" Azure which has grown to become the largest revenue driver of the company, contributing to 40% of revenue in Q1, FY23. The Intelligent Cloud segment reported $20.33 billion in revenue which increased by 20% year over year or 26% on a constant currency basis, this is the fastest-growing segment of the company.Intelligent Cloud (Q1,FY23)Microsoft Azure is the second largest cloud infrastructure provider in the world with 21% market share. This is behind AWS with a 34% market but is still well ahead of Google Cloud which has \"just\" 11% market share. Microsoft was late out of the starting blocks creating its Azure Cloud, which was released in 2008, two years after AWS which was launched in 2006. However, the company has rapidly gained market share and carved out a strong position as a favorite for a \"hybrid cloud\" setup. For some background, the \"cloud\" is basically just a data center that offers computing, storage, or databases as a service. A hybrid model generally involves keeping some IT resources onsite or using multiple providers usually for security or data residency reasons. According to a study by Cisco, 82% of IT decision makers are planning a hybrid cloud strategy. Therefore, Azure is well suited to benefit from this trend. In addition, online reviews indicate Azure has a better user interface than AWS and it is popular with those who want to use Windows for setup. The cloud industry is forecast to grow at a 19.9% compounded annual growth rate and reach $1.7 trillion by 2029.Cloud market share (Statista)Microsoft's third segment is its \"More Personal Computing\" which reported $13.33 billion in revenue, which was basically flat compared to the prior year.More Personal Computing (Q1,FY23)Breaking down this segment, we can see its flat growth was driven by a 15% decline in Windows OEM revenue. This was caused by a downturn in the PC market, after a boom in 2020 and 2021. A positive is the PC market tends to be cyclical by nature and thus I don't deem this to be a long-term issue. Xbox also reported a similar trend with a 3% revenue decline year over year, again this was driven by a lower gaming engagement after a boom in 2020. The gaming industry is forecasted to continue to grow at a 12.9% CAGR and thus I don't deem this to be a major issue long term. On a positive note, search and news advertising reported solid growth of 16% year over year or 21% on a constant currency basis.More Personal Computing (Q1,FY23)Profitability and Balance SheetMicrosoft's total business reported earnings per share [EPS] of $2.35, which beat analyst estimates by $0.06. Its Productivity business segment reported a 10% increase in operating income to $8.32 billion. While its Intelligent Cloud segment drove the majority of profits with $8.98 billion in operating income reported, up 17% year over year. As expected, the \"More Personal Computing\" segment reported a 15% decline in operating income to $4.22 billion.Microsoft also has a fortress balance sheet with $107.24 billion in cash and short-term investments. The company does have fairly high debt of $77 billion, but the majority, $45.37 billion is long-term debt.Microsoft's guidance was not the best, as the company expects between $52.35 billion and $53.35 billion in Q2, FY23. This would represent a growth rate of ~2% and is lower than analyst expectations of $56.05 billion. This poor guidance looks to be mostly driven by the macroeconomic environment, but I don't believe this is a major issue long term.Advanced Valuation ModelI have plugged Microsoft's financials into my discounted cash flow (\"DCF\") model. I have forecasted just 2% growth for next year, which is based upon an extrapolation of management guidance for the next quarter. In years 2 to 5, I have forecasted 15% revenue growth per year, based upon a cyclical rebound in the gaming and PC market, as well as continued growth in the cloud.Microsoft stock valuation 1 (created by author Ben at Motivation 2 Invest)To increase the accuracy of the valuation, I have capitalized R&D expenses which has lifted net income. In addition, I have forecasted the company's operating margin to increase to 47% over the next 5 years, based upon profitability improvements in the \"More Personal Computing\" segment as it recovers.Microsoft stock valuation 2 (created by author Ben at Motivation 2 Invest)Given these factors, I get a fair value of $271 per share. Microsoft stock is trading at $239 per share at the time of writing and thus is ~12% undervalued.Microsoft is trading at a forward price to earnings ratio = 25, which may not seem cheap but is 18.77% cheaper than its 5 year average.Data by YChartsRisksRecession/Lower DemandMany analysts have forecasted a recession due to the high inflation and rising interest rate environment. This will likely result in lower demand and slowing growth across the board for most companies, including Microsoft.Final ThoughtsMicrosoft Corporation is a dominant technology company that has continually executed its \"fast follow\" strategy to a tee. The company has produced strong financial results for decades and even has performed well during a recessionary environment. Microsoft stock is undervalued intrinsically, and given a cyclical rebound in the PC & gaming market is expected, Microsoft could be a great long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939478849,"gmtCreate":1662164985281,"gmtModify":1676537009648,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939478849","repostId":"1118605744","repostType":4,"repost":{"id":"1118605744","pubTimestamp":1662163935,"share":"https://ttm.financial/m/news/1118605744?lang=&edition=fundamental","pubTime":"2022-09-03 08:12","market":"us","language":"en","title":"Can Disney and the Cybertruck Transform TSLA Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118605744","media":"InvestorPlace","summary":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual foot","content":"<html><head></head><body><ul><li><b>Disney’s</b>new<i>She-Hulk</i> series has mentioned the <b>Tesla</b>(<b><u>TSLA</u></b>) Cybertruck.</li><li>The episode shows no actual footage of the vehicle, though.</li><li>Tesla has not issued any new updates, although the mention has sparked social media interest.</li></ul><p>Fans awaiting news of the <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new <b>Disney</b>(NYSE:<b><u>DIS</u></b>) series <i>She-Hulk: Attorney at Law</i>. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.</p><p>TSLA stock has been trending downward all day but that is due to broad market forces. The <b>Nasdaq Composite</b> closed down 1% and many EV stocks are also struggling. Both <b>Lucid</b>(NASDAQ:<b><u>LCID</u></b>) and <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) struggled as the sector struggles against negative market momentum.</p><p>However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.</p><p><b>TSLA Stock in a Post-Cybertruck World</b></p><p>It’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.</p><p>If that preorder rally keeps rising, Tesla could profit even more.</p><p>Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:</p><blockquote>World’s biggest die casting machinepic.twitter.com/MegnFPKQfh</blockquote><blockquote>— Tesla (@Tesla)February 5, 2021</blockquote><p>It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.</p><p><b>What Comes Next</b></p><p>The bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention on<i>She-Hulk</i>proves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Disney and the Cybertruck Transform TSLA Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Disney and the Cybertruck Transform TSLA Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 08:12 GMT+8 <a href=https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked ...</p>\n\n<a href=\"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118605744","content_text":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked social media interest.Fans awaiting news of the Tesla(NASDAQ:TSLA) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new Disney(NYSE:DIS) series She-Hulk: Attorney at Law. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.TSLA stock has been trending downward all day but that is due to broad market forces. The Nasdaq Composite closed down 1% and many EV stocks are also struggling. Both Lucid(NASDAQ:LCID) and Rivian(NASDAQ:RIVN) struggled as the sector struggles against negative market momentum.However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.TSLA Stock in a Post-Cybertruck WorldIt’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.If that preorder rally keeps rising, Tesla could profit even more.Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:World’s biggest die casting machinepic.twitter.com/MegnFPKQfh— Tesla (@Tesla)February 5, 2021It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.What Comes NextThe bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention onShe-Hulkproves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939990139,"gmtCreate":1662037904424,"gmtModify":1676536685280,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939990139","repostId":"2264980372","repostType":2,"repost":{"id":"2264980372","pubTimestamp":1662036631,"share":"https://ttm.financial/m/news/2264980372?lang=&edition=fundamental","pubTime":"2022-09-01 20:50","market":"us","language":"en","title":"Is Amazon Showing Signs of Weakness in This New Business?","url":"https://stock-news.laohu8.com/highlight/detail?id=2264980372","media":"Motley Fool","summary":"The tech giant just made a wise move.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon </a> may be best known for its e-commerce and cloud computing businesses. But the tech company has been expanding into another major market in recent years: healthcare. It has become a player in the pharmacy, telemedicine, and primary care spaces.</p><p>Recently, though, Amazon announced it was taking a step back on one of those fronts. It has decided to shutter Amazon Care, its telemedicine plus in-person healthcare business. Is this a sign of weakness for Amazon's wider plan to grow in the world of healthcare?</p><h2>The Amazon healthcare picture</h2><p>It's important to consider the entire Amazon healthcare picture. The company got into the business in 2018 when it bought mail-order pharmacy PillPack. It rebranded that operation to create Amazon Pharmacy. Subscribers to Amazon Prime can benefit from the best prices, free delivery of their prescription medicines, and the availability of pharmacists 24/7.</p><p>Amazon Care launched in 2019. Initially, Amazon offered the service only to its own employees, then expanded it beyond the company. Now, it's shutting it down. Management said Amazon Care wasn't a "complete enough" offer for big corporate customers, and for that reason, the business wouldn't work over the long haul. In the virtual-only marketplace, Amazon faced market leader <b>Teladoc</b>, among other smaller players. Teladoc already serves more than half of Fortune 500 companies and expects as much as $2.5 billion in revenue this year.</p><p>But Amazon recently announced another big move in healthcare. It's set to acquire <b>One Medical</b> -- a provider of in-person and virtual primary care across the U.S.</p><p>So is Amazon's move to shutter the healthcare business it created a sign of weakness? Especially since Amazon Care placed a big focus on telemedicine. And that's one of healthcare's high-growth markets. The U.S. telemedicine market is expected to grow at a compound annual rate of more than 15% between now and 2027, when it would reach nearly $26 billion, according to a report by Polaris Market Research.</p><h2>The right decision</h2><p>Amazon's move to halt Amazon Care isn't a sign of weakness. It's a sign of wisdom. The company made the right decision to step away and instead focus on a strategy that might be more profitable -- buying a company with services that may be complete enough to attract the clients Amazon wants. More than 8,000 companies already use One Medical's services for their employees, and the One Medical network includes more than 125 locations across the country.</p><p>The One Medical acquisition also will help Amazon differentiate itself from pure-play telemedicine companies. By buying a strong player in this newish business model that combines in-person care and telemedicine, Amazon may have a better chance of success. And its offering could appeal to three audiences: those who favor telemedicine, those who prefer in-person visits, and those who like a bit of both.</p><p>With both pharmacy and primary care operations, Amazon could indeed make its mark in the world of healthcare. We also should keep in mind that healthcare doesn't have to be a huge growth business for Amazon. It's already a leader in e-commerce and cloud computing. The cloud computing business -- Amazon Web Services (AWS) -- has been a key profit driver for the company, providing more than 70% of its total operating income last year.</p><p>Healthcare will be a great addition to Amazon's portfolio of businesses. It's likely to add to the company's growth over time. And if Amazon doesn't emerge as one of the biggest players, that's just fine. The long-term performances of its two main businesses are reasons enough to be positive about this stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Showing Signs of Weakness in This New Business?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Showing Signs of Weakness in This New Business?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 20:50 GMT+8 <a href=https://www.fool.com/investing/2022/09/01/is-amazon-showing-weakness-in-this-new-business/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon may be best known for its e-commerce and cloud computing businesses. But the tech company has been expanding into another major market in recent years: healthcare. It has become a player in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/is-amazon-showing-weakness-in-this-new-business/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4017":"黄金","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4570":"地缘局势概念股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/09/01/is-amazon-showing-weakness-in-this-new-business/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264980372","content_text":"Amazon may be best known for its e-commerce and cloud computing businesses. But the tech company has been expanding into another major market in recent years: healthcare. It has become a player in the pharmacy, telemedicine, and primary care spaces.Recently, though, Amazon announced it was taking a step back on one of those fronts. It has decided to shutter Amazon Care, its telemedicine plus in-person healthcare business. Is this a sign of weakness for Amazon's wider plan to grow in the world of healthcare?The Amazon healthcare pictureIt's important to consider the entire Amazon healthcare picture. The company got into the business in 2018 when it bought mail-order pharmacy PillPack. It rebranded that operation to create Amazon Pharmacy. Subscribers to Amazon Prime can benefit from the best prices, free delivery of their prescription medicines, and the availability of pharmacists 24/7.Amazon Care launched in 2019. Initially, Amazon offered the service only to its own employees, then expanded it beyond the company. Now, it's shutting it down. Management said Amazon Care wasn't a \"complete enough\" offer for big corporate customers, and for that reason, the business wouldn't work over the long haul. In the virtual-only marketplace, Amazon faced market leader Teladoc, among other smaller players. Teladoc already serves more than half of Fortune 500 companies and expects as much as $2.5 billion in revenue this year.But Amazon recently announced another big move in healthcare. It's set to acquire One Medical -- a provider of in-person and virtual primary care across the U.S.So is Amazon's move to shutter the healthcare business it created a sign of weakness? Especially since Amazon Care placed a big focus on telemedicine. And that's one of healthcare's high-growth markets. The U.S. telemedicine market is expected to grow at a compound annual rate of more than 15% between now and 2027, when it would reach nearly $26 billion, according to a report by Polaris Market Research.The right decisionAmazon's move to halt Amazon Care isn't a sign of weakness. It's a sign of wisdom. The company made the right decision to step away and instead focus on a strategy that might be more profitable -- buying a company with services that may be complete enough to attract the clients Amazon wants. More than 8,000 companies already use One Medical's services for their employees, and the One Medical network includes more than 125 locations across the country.The One Medical acquisition also will help Amazon differentiate itself from pure-play telemedicine companies. By buying a strong player in this newish business model that combines in-person care and telemedicine, Amazon may have a better chance of success. And its offering could appeal to three audiences: those who favor telemedicine, those who prefer in-person visits, and those who like a bit of both.With both pharmacy and primary care operations, Amazon could indeed make its mark in the world of healthcare. We also should keep in mind that healthcare doesn't have to be a huge growth business for Amazon. It's already a leader in e-commerce and cloud computing. The cloud computing business -- Amazon Web Services (AWS) -- has been a key profit driver for the company, providing more than 70% of its total operating income last year.Healthcare will be a great addition to Amazon's portfolio of businesses. It's likely to add to the company's growth over time. And if Amazon doesn't emerge as one of the biggest players, that's just fine. The long-term performances of its two main businesses are reasons enough to be positive about this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930502782,"gmtCreate":1661986434147,"gmtModify":1676536615629,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Just brought ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Just brought ","text":"$Tesla Motors(TSLA)$Just brought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930502782","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930282420,"gmtCreate":1661979929263,"gmtModify":1676536613892,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"[Strong] ","listText":"[Strong] ","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930282420","repostId":"1164311011","repostType":4,"repost":{"id":"1164311011","pubTimestamp":1661959824,"share":"https://ttm.financial/m/news/1164311011?lang=&edition=fundamental","pubTime":"2022-08-31 23:30","market":"us","language":"en","title":"Powell Abandons Soft Landing Goal as He Seeks Growth Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1164311011","media":"Bloomberg","summary":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water tortur","content":"<html><head></head><body><ul><li>Fed chief wants weak growth, soft jobs market to cut inflation</li><li>‘It’s a bit like dripping water torture,’ economist Swonk says</li></ul><p>Forget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.</p><p>It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.</p><p>Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.</p><p>“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”</p><p><img src=\"https://static.tigerbbs.com/7890c48b572b0230d3c1d5b68836e06a\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.</p><p>Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.</p><p>In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.</p><p>The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.</p><p>A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.</p><p>Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.</p><p>“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said. “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.</p><p>Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Abandons Soft Landing Goal as He Seeks Growth Recession</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\">\nPowell Abandons Soft Landing Goal as He Seeks Growth Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:30 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164311011","content_text":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said. “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9939478849,"gmtCreate":1662164985281,"gmtModify":1676537009648,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"Interesting ","listText":"Interesting ","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939478849","repostId":"1118605744","repostType":4,"repost":{"id":"1118605744","pubTimestamp":1662163935,"share":"https://ttm.financial/m/news/1118605744?lang=&edition=fundamental","pubTime":"2022-09-03 08:12","market":"us","language":"en","title":"Can Disney and the Cybertruck Transform TSLA Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118605744","media":"InvestorPlace","summary":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual foot","content":"<html><head></head><body><ul><li><b>Disney’s</b>new<i>She-Hulk</i> series has mentioned the <b>Tesla</b>(<b><u>TSLA</u></b>) Cybertruck.</li><li>The episode shows no actual footage of the vehicle, though.</li><li>Tesla has not issued any new updates, although the mention has sparked social media interest.</li></ul><p>Fans awaiting news of the <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new <b>Disney</b>(NYSE:<b><u>DIS</u></b>) series <i>She-Hulk: Attorney at Law</i>. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.</p><p>TSLA stock has been trending downward all day but that is due to broad market forces. The <b>Nasdaq Composite</b> closed down 1% and many EV stocks are also struggling. Both <b>Lucid</b>(NASDAQ:<b><u>LCID</u></b>) and <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) struggled as the sector struggles against negative market momentum.</p><p>However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.</p><p><b>TSLA Stock in a Post-Cybertruck World</b></p><p>It’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.</p><p>If that preorder rally keeps rising, Tesla could profit even more.</p><p>Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:</p><blockquote>World’s biggest die casting machinepic.twitter.com/MegnFPKQfh</blockquote><blockquote>— Tesla (@Tesla)February 5, 2021</blockquote><p>It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.</p><p><b>What Comes Next</b></p><p>The bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention on<i>She-Hulk</i>proves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Disney and the Cybertruck Transform TSLA Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Disney and the Cybertruck Transform TSLA Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 08:12 GMT+8 <a href=https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked ...</p>\n\n<a href=\"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118605744","content_text":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked social media interest.Fans awaiting news of the Tesla(NASDAQ:TSLA) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new Disney(NYSE:DIS) series She-Hulk: Attorney at Law. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.TSLA stock has been trending downward all day but that is due to broad market forces. The Nasdaq Composite closed down 1% and many EV stocks are also struggling. Both Lucid(NASDAQ:LCID) and Rivian(NASDAQ:RIVN) struggled as the sector struggles against negative market momentum.However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.TSLA Stock in a Post-Cybertruck WorldIt’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.If that preorder rally keeps rising, Tesla could profit even more.Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:World’s biggest die casting machinepic.twitter.com/MegnFPKQfh— Tesla (@Tesla)February 5, 2021It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.What Comes NextThe bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention onShe-Hulkproves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939990139,"gmtCreate":1662037904424,"gmtModify":1676536685280,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939990139","repostId":"2264980372","repostType":2,"repost":{"id":"2264980372","pubTimestamp":1662036631,"share":"https://ttm.financial/m/news/2264980372?lang=&edition=fundamental","pubTime":"2022-09-01 20:50","market":"us","language":"en","title":"Is Amazon Showing Signs of Weakness in This New Business?","url":"https://stock-news.laohu8.com/highlight/detail?id=2264980372","media":"Motley Fool","summary":"The tech giant just made a wise move.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon </a> may be best known for its e-commerce and cloud computing businesses. But the tech company has been expanding into another major market in recent years: healthcare. It has become a player in the pharmacy, telemedicine, and primary care spaces.</p><p>Recently, though, Amazon announced it was taking a step back on one of those fronts. It has decided to shutter Amazon Care, its telemedicine plus in-person healthcare business. Is this a sign of weakness for Amazon's wider plan to grow in the world of healthcare?</p><h2>The Amazon healthcare picture</h2><p>It's important to consider the entire Amazon healthcare picture. The company got into the business in 2018 when it bought mail-order pharmacy PillPack. It rebranded that operation to create Amazon Pharmacy. Subscribers to Amazon Prime can benefit from the best prices, free delivery of their prescription medicines, and the availability of pharmacists 24/7.</p><p>Amazon Care launched in 2019. Initially, Amazon offered the service only to its own employees, then expanded it beyond the company. Now, it's shutting it down. Management said Amazon Care wasn't a "complete enough" offer for big corporate customers, and for that reason, the business wouldn't work over the long haul. In the virtual-only marketplace, Amazon faced market leader <b>Teladoc</b>, among other smaller players. Teladoc already serves more than half of Fortune 500 companies and expects as much as $2.5 billion in revenue this year.</p><p>But Amazon recently announced another big move in healthcare. It's set to acquire <b>One Medical</b> -- a provider of in-person and virtual primary care across the U.S.</p><p>So is Amazon's move to shutter the healthcare business it created a sign of weakness? Especially since Amazon Care placed a big focus on telemedicine. And that's one of healthcare's high-growth markets. The U.S. telemedicine market is expected to grow at a compound annual rate of more than 15% between now and 2027, when it would reach nearly $26 billion, according to a report by Polaris Market Research.</p><h2>The right decision</h2><p>Amazon's move to halt Amazon Care isn't a sign of weakness. It's a sign of wisdom. The company made the right decision to step away and instead focus on a strategy that might be more profitable -- buying a company with services that may be complete enough to attract the clients Amazon wants. More than 8,000 companies already use One Medical's services for their employees, and the One Medical network includes more than 125 locations across the country.</p><p>The One Medical acquisition also will help Amazon differentiate itself from pure-play telemedicine companies. By buying a strong player in this newish business model that combines in-person care and telemedicine, Amazon may have a better chance of success. And its offering could appeal to three audiences: those who favor telemedicine, those who prefer in-person visits, and those who like a bit of both.</p><p>With both pharmacy and primary care operations, Amazon could indeed make its mark in the world of healthcare. We also should keep in mind that healthcare doesn't have to be a huge growth business for Amazon. It's already a leader in e-commerce and cloud computing. The cloud computing business -- Amazon Web Services (AWS) -- has been a key profit driver for the company, providing more than 70% of its total operating income last year.</p><p>Healthcare will be a great addition to Amazon's portfolio of businesses. It's likely to add to the company's growth over time. And if Amazon doesn't emerge as one of the biggest players, that's just fine. The long-term performances of its two main businesses are reasons enough to be positive about this stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Showing Signs of Weakness in This New Business?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Showing Signs of Weakness in This New Business?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 20:50 GMT+8 <a href=https://www.fool.com/investing/2022/09/01/is-amazon-showing-weakness-in-this-new-business/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon may be best known for its e-commerce and cloud computing businesses. But the tech company has been expanding into another major market in recent years: healthcare. It has become a player in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/01/is-amazon-showing-weakness-in-this-new-business/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4017":"黄金","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4570":"地缘局势概念股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/09/01/is-amazon-showing-weakness-in-this-new-business/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264980372","content_text":"Amazon may be best known for its e-commerce and cloud computing businesses. But the tech company has been expanding into another major market in recent years: healthcare. It has become a player in the pharmacy, telemedicine, and primary care spaces.Recently, though, Amazon announced it was taking a step back on one of those fronts. It has decided to shutter Amazon Care, its telemedicine plus in-person healthcare business. Is this a sign of weakness for Amazon's wider plan to grow in the world of healthcare?The Amazon healthcare pictureIt's important to consider the entire Amazon healthcare picture. The company got into the business in 2018 when it bought mail-order pharmacy PillPack. It rebranded that operation to create Amazon Pharmacy. Subscribers to Amazon Prime can benefit from the best prices, free delivery of their prescription medicines, and the availability of pharmacists 24/7.Amazon Care launched in 2019. Initially, Amazon offered the service only to its own employees, then expanded it beyond the company. Now, it's shutting it down. Management said Amazon Care wasn't a \"complete enough\" offer for big corporate customers, and for that reason, the business wouldn't work over the long haul. In the virtual-only marketplace, Amazon faced market leader Teladoc, among other smaller players. Teladoc already serves more than half of Fortune 500 companies and expects as much as $2.5 billion in revenue this year.But Amazon recently announced another big move in healthcare. It's set to acquire One Medical -- a provider of in-person and virtual primary care across the U.S.So is Amazon's move to shutter the healthcare business it created a sign of weakness? Especially since Amazon Care placed a big focus on telemedicine. And that's one of healthcare's high-growth markets. The U.S. telemedicine market is expected to grow at a compound annual rate of more than 15% between now and 2027, when it would reach nearly $26 billion, according to a report by Polaris Market Research.The right decisionAmazon's move to halt Amazon Care isn't a sign of weakness. It's a sign of wisdom. The company made the right decision to step away and instead focus on a strategy that might be more profitable -- buying a company with services that may be complete enough to attract the clients Amazon wants. More than 8,000 companies already use One Medical's services for their employees, and the One Medical network includes more than 125 locations across the country.The One Medical acquisition also will help Amazon differentiate itself from pure-play telemedicine companies. By buying a strong player in this newish business model that combines in-person care and telemedicine, Amazon may have a better chance of success. And its offering could appeal to three audiences: those who favor telemedicine, those who prefer in-person visits, and those who like a bit of both.With both pharmacy and primary care operations, Amazon could indeed make its mark in the world of healthcare. We also should keep in mind that healthcare doesn't have to be a huge growth business for Amazon. It's already a leader in e-commerce and cloud computing. The cloud computing business -- Amazon Web Services (AWS) -- has been a key profit driver for the company, providing more than 70% of its total operating income last year.Healthcare will be a great addition to Amazon's portfolio of businesses. It's likely to add to the company's growth over time. And if Amazon doesn't emerge as one of the biggest players, that's just fine. The long-term performances of its two main businesses are reasons enough to be positive about this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930282420,"gmtCreate":1661979929263,"gmtModify":1676536613892,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"[Strong] ","listText":"[Strong] ","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930282420","repostId":"1164311011","repostType":4,"repost":{"id":"1164311011","pubTimestamp":1661959824,"share":"https://ttm.financial/m/news/1164311011?lang=&edition=fundamental","pubTime":"2022-08-31 23:30","market":"us","language":"en","title":"Powell Abandons Soft Landing Goal as He Seeks Growth Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1164311011","media":"Bloomberg","summary":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water tortur","content":"<html><head></head><body><ul><li>Fed chief wants weak growth, soft jobs market to cut inflation</li><li>‘It’s a bit like dripping water torture,’ economist Swonk says</li></ul><p>Forget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.</p><p>It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.</p><p>Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.</p><p>“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”</p><p><img src=\"https://static.tigerbbs.com/7890c48b572b0230d3c1d5b68836e06a\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.</p><p>Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.</p><p>In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.</p><p>The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.</p><p>A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.</p><p>Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.</p><p>“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said. “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.</p><p>Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Abandons Soft Landing Goal as He Seeks Growth Recession</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\">\nPowell Abandons Soft Landing Goal as He Seeks Growth Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:30 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164311011","content_text":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said. “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924658467,"gmtCreate":1672245769460,"gmtModify":1676538659857,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"[Strong] ","listText":"[Strong] ","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924658467","repostId":"2294430679","repostType":4,"repost":{"id":"2294430679","pubTimestamp":1672209012,"share":"https://ttm.financial/m/news/2294430679?lang=&edition=fundamental","pubTime":"2022-12-28 14:30","market":"us","language":"en","title":"Microsoft: Undervalued With Outstanding Cloud Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2294430679","media":"Seekingalpha","summary":"When tough economic times reign, we see who has the best and worst business models. Many of the so-c","content":"<html><head></head><body><p>When tough economic times reign, we see who has the best and worst business models. Many of the so-called "FANG" stocks such as Facebook (now <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> and even Google (GOOG) (GOOGL), have reported relatively poor earnings and seen their stock price get decimated (see my other posts). However, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corporation</a> continues to roar ahead and produced strong financial results, beating both revenue and earnings growth estimates in fiscal Q1 2023. In this post, I'm going to break down its financials and valuation. Let's dive in.</p><p></p><p><img src=\"https://static.tigerbbs.com/d50703b2ea5e1ae4c59894f07af29aa7\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Solid Financials</h2><p>Microsoft reported solid financial results for the third quarter of fiscal year 2023. Revenue was $50.12 billion, which beat analyst estimates by $435.21 million and increased by 11% year over year. Its international revenue was impacted by foreign exchange headwinds from a strong U.S. dollar; thus, it increased by 16% year over year, on a constant currency basis. At a high level, the Productivity and Cloud segments drove the strongest growth with increases of 9% and 20% respectively. Both segments were impacted substantially by foreign exchange headwinds and reported much faster growth of 15% and 26% on a constant currency basis. The "More Personal Computing" segment was a laggard, with flat growth reported. This was driven by the cyclical decline in PCs and gaming. Although a positive is on a constant currency basis, even this segment was up by 3% YoY.<img src=\"https://static.tigerbbs.com/159f58d54bb0b191ccd2c9dc33423231\" tg-width=\"640\" tg-height=\"175\" referrerpolicy=\"no-referrer\"/></p><p>Segment Revenue (Q1,FY23 report)</p><p>I will now break down its business segments in more granular detail, so we can really understand the winners and losers of this trillion-dollar company. Microsoft's productivity and business processes segment reported solid growth across the board. Its Office consumer products grew revenue by 7% each for its commercial and consumer products respectively. Both products reported slightly declining growth from the 9% in the prior quarter. However, when we take foreign currency changes into account, its growth rate was 13% for commercial products which was level with the prior quarter. Microsoft 365 consumer subscribers continued to grow to 61.3 million, up from 54.1 million in the same quarter last year.</p><p></p><p><img src=\"https://static.tigerbbs.com/1ab74641a24d8ba3e3befc218cef3edb\" tg-width=\"640\" tg-height=\"133\" referrerpolicy=\"no-referrer\"/></p><p>Productivity segment (Q1,FY23)</p><p>Microsoft Dynamics is a suite of enterprise applications used by the likes of Chevron, Coca-Cola, BMW, and many more. This product suite reported solid growth of 15% YoY or 22% on a constant basis. Again, this growth rate was slower than the prior quarter but still solid overall. I suspect the trend of slowing growth is more driven by the macroeconomic environment, as opposed to Microsoft's market position specifically, as we are seeing a similar pattern across the board.</p><p>LinkedIn was a standout performer with 17% revenue growth reported, or 21% on a constant currency basis. LinkedIn is the world's largest professional social network with approximately 822 million users. LinkedIn is substantially smaller than the likes of Facebook and Instagram with ~2.88 billion monthly active users across both apps. However, LinkedIn is an immensely valuable platform, as its users are highly valued by recruiters, those looking for a job, and B2B salespeople.</p><p>LinkedIn is one of the few places where you can connect with a CEO, or create a targeted list of Senior VPs at technology companies. This means many of its users are happy to pay for tools such as LinkedIn Sales Navigator and it is popular for Account Based Marketing, which is basically modern-day B2B marketing. LinkedIn also faces less competition from other social media companies, as I personally can't think of another professional social network, can you? Whereas in the traditional social media landscape, we have TikTok which is fast eating Meta's lunch and now has ~1 billion monthly active users. Then of course, there is Snapchat, Twitter, and even BeReal a new viral platform. If I could invest in LinkedIn alone, I would due to its dominant market position and huge untapped potential.</p><p>Microsoft's second major segment is its "Intelligent Cloud" Azure which has grown to become the largest revenue driver of the company, contributing to 40% of revenue in Q1, FY23. The Intelligent Cloud segment reported $20.33 billion in revenue which increased by 20% year over year or 26% on a constant currency basis, this is the fastest-growing segment of the company.</p><p></p><p><img src=\"https://static.tigerbbs.com/6b2cd1a8411e99b1af4e18a005b91e00\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Intelligent Cloud (Q1,FY23)</p><p>Microsoft Azure is the second largest cloud infrastructure provider in the world with 21% market share. This is behind AWS with a 34% market but is still well ahead of Google Cloud which has "just" 11% market share. Microsoft was late out of the starting blocks creating its Azure Cloud, which was released in 2008, two years after AWS which was launched in 2006. However, the company has rapidly gained market share and carved out a strong position as a favorite for a "hybrid cloud" setup. For some background, the "cloud" is basically just a data center that offers computing, storage, or databases as a service. A hybrid model generally involves keeping some IT resources onsite or using multiple providers usually for security or data residency reasons. According to a study by Cisco, 82% of IT decision makers are planning a hybrid cloud strategy. Therefore, Azure is well suited to benefit from this trend. In addition, online reviews indicate Azure has a better user interface than AWS and it is popular with those who want to use Windows for setup. The cloud industry is forecast to grow at a 19.9% compounded annual growth rate and reach $1.7 trillion by 2029.</p><p></p><p><img src=\"https://static.tigerbbs.com/e8375a6c5d4281dae729a1dd29c577ce\" tg-width=\"640\" tg-height=\"614\" referrerpolicy=\"no-referrer\"/></p><p>Cloud market share (Statista)</p><p>Microsoft's third segment is its "More Personal Computing" which reported $13.33 billion in revenue, which was basically flat compared to the prior year.</p><p></p><p><img src=\"https://static.tigerbbs.com/fa339781a0337648860808e50228b99c\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>More Personal Computing (Q1,FY23)</p><p>Breaking down this segment, we can see its flat growth was driven by a 15% decline in Windows OEM revenue. This was caused by a downturn in the PC market, after a boom in 2020 and 2021. A positive is the PC market tends to be cyclical by nature and thus I don't deem this to be a long-term issue. Xbox also reported a similar trend with a 3% revenue decline year over year, again this was driven by a lower gaming engagement after a boom in 2020. The gaming industry is forecasted to continue to grow at a 12.9% CAGR and thus I don't deem this to be a major issue long term. On a positive note, search and news advertising reported solid growth of 16% year over year or 21% on a constant currency basis.<img src=\"https://static.tigerbbs.com/8c63ed4ed50bd58d378f451c2c49c879\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"/></p><p>More Personal Computing (Q1,FY23)</p><h3>Profitability and Balance Sheet</h3><p>Microsoft's total business reported earnings per share [EPS] of $2.35, which beat analyst estimates by $0.06. Its Productivity business segment reported a 10% increase in operating income to $8.32 billion. While its Intelligent Cloud segment drove the majority of profits with $8.98 billion in operating income reported, up 17% year over year. As expected, the "More Personal Computing" segment reported a 15% decline in operating income to $4.22 billion.</p><p>Microsoft also has a fortress balance sheet with $107.24 billion in cash and short-term investments. The company does have fairly high debt of $77 billion, but the majority, $45.37 billion is long-term debt.</p><p>Microsoft's guidance was not the best, as the company expects between $52.35 billion and $53.35 billion in Q2, FY23. This would represent a growth rate of ~2% and is lower than analyst expectations of $56.05 billion. This poor guidance looks to be mostly driven by the macroeconomic environment, but I don't believe this is a major issue long term.</p><h2>Advanced Valuation Model</h2><p>I have plugged Microsoft's financials into my discounted cash flow ("DCF") model. I have forecasted just 2% growth for next year, which is based upon an extrapolation of management guidance for the next quarter. In years 2 to 5, I have forecasted 15% revenue growth per year, based upon a cyclical rebound in the gaming and PC market, as well as continued growth in the cloud.</p><p></p><p><img src=\"https://static.tigerbbs.com/7839e573a5ff96b8cadd3d45e5598f1c\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft stock valuation 1 (created by author Ben at Motivation 2 Invest)</p><p>To increase the accuracy of the valuation, I have capitalized R&D expenses which has lifted net income. In addition, I have forecasted the company's operating margin to increase to 47% over the next 5 years, based upon profitability improvements in the "More Personal Computing" segment as it recovers.<img src=\"https://static.tigerbbs.com/d5d1b879c276221761b39940a39f97bd\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft stock valuation 2 (created by author Ben at Motivation 2 Invest)</p><p>Given these factors, I get a fair value of $271 per share. Microsoft stock is trading at $239 per share at the time of writing and thus is ~12% undervalued.</p><p>Microsoft is trading at a forward price to earnings ratio = 25, which may not seem cheap but is 18.77% cheaper than its 5 year average.</p><p><img src=\"https://static.tigerbbs.com/64ee69d72af2c73b181a51260c4ecac3\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Risks</h2><h3>Recession/Lower Demand</h3><p>Many analysts have forecasted a recession due to the high inflation and rising interest rate environment. This will likely result in lower demand and slowing growth across the board for most companies, including Microsoft.</p><h2>Final Thoughts</h2><p>Microsoft Corporation is a dominant technology company that has continually executed its "fast follow" strategy to a tee. The company has produced strong financial results for decades and even has performed well during a recessionary environment. Microsoft stock is undervalued intrinsically, and given a cyclical rebound in the PC & gaming market is expected, Microsoft could be a great long-term investment.</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>Microsoft: Undervalued With Outstanding Cloud Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Undervalued With Outstanding Cloud Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-28 14:30 GMT+8 <a href=https://seekingalpha.com/article/4566632-microsoft-undervalued-with-outstanding-cloud-growth><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When tough economic times reign, we see who has the best and worst business models. Many of the so-called \"FANG\" stocks such as Facebook (now Meta Platforms, Amazon, Netflix and even Google (GOOG) (...</p>\n\n<a href=\"https://seekingalpha.com/article/4566632-microsoft-undervalued-with-outstanding-cloud-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4566632-microsoft-undervalued-with-outstanding-cloud-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2294430679","content_text":"When tough economic times reign, we see who has the best and worst business models. Many of the so-called \"FANG\" stocks such as Facebook (now Meta Platforms, Amazon, Netflix and even Google (GOOG) (GOOGL), have reported relatively poor earnings and seen their stock price get decimated (see my other posts). However, Microsoft Corporation continues to roar ahead and produced strong financial results, beating both revenue and earnings growth estimates in fiscal Q1 2023. In this post, I'm going to break down its financials and valuation. Let's dive in.Data by YChartsSolid FinancialsMicrosoft reported solid financial results for the third quarter of fiscal year 2023. Revenue was $50.12 billion, which beat analyst estimates by $435.21 million and increased by 11% year over year. Its international revenue was impacted by foreign exchange headwinds from a strong U.S. dollar; thus, it increased by 16% year over year, on a constant currency basis. At a high level, the Productivity and Cloud segments drove the strongest growth with increases of 9% and 20% respectively. Both segments were impacted substantially by foreign exchange headwinds and reported much faster growth of 15% and 26% on a constant currency basis. The \"More Personal Computing\" segment was a laggard, with flat growth reported. This was driven by the cyclical decline in PCs and gaming. Although a positive is on a constant currency basis, even this segment was up by 3% YoY.Segment Revenue (Q1,FY23 report)I will now break down its business segments in more granular detail, so we can really understand the winners and losers of this trillion-dollar company. Microsoft's productivity and business processes segment reported solid growth across the board. Its Office consumer products grew revenue by 7% each for its commercial and consumer products respectively. Both products reported slightly declining growth from the 9% in the prior quarter. However, when we take foreign currency changes into account, its growth rate was 13% for commercial products which was level with the prior quarter. Microsoft 365 consumer subscribers continued to grow to 61.3 million, up from 54.1 million in the same quarter last year.Productivity segment (Q1,FY23)Microsoft Dynamics is a suite of enterprise applications used by the likes of Chevron, Coca-Cola, BMW, and many more. This product suite reported solid growth of 15% YoY or 22% on a constant basis. Again, this growth rate was slower than the prior quarter but still solid overall. I suspect the trend of slowing growth is more driven by the macroeconomic environment, as opposed to Microsoft's market position specifically, as we are seeing a similar pattern across the board.LinkedIn was a standout performer with 17% revenue growth reported, or 21% on a constant currency basis. LinkedIn is the world's largest professional social network with approximately 822 million users. LinkedIn is substantially smaller than the likes of Facebook and Instagram with ~2.88 billion monthly active users across both apps. However, LinkedIn is an immensely valuable platform, as its users are highly valued by recruiters, those looking for a job, and B2B salespeople.LinkedIn is one of the few places where you can connect with a CEO, or create a targeted list of Senior VPs at technology companies. This means many of its users are happy to pay for tools such as LinkedIn Sales Navigator and it is popular for Account Based Marketing, which is basically modern-day B2B marketing. LinkedIn also faces less competition from other social media companies, as I personally can't think of another professional social network, can you? Whereas in the traditional social media landscape, we have TikTok which is fast eating Meta's lunch and now has ~1 billion monthly active users. Then of course, there is Snapchat, Twitter, and even BeReal a new viral platform. If I could invest in LinkedIn alone, I would due to its dominant market position and huge untapped potential.Microsoft's second major segment is its \"Intelligent Cloud\" Azure which has grown to become the largest revenue driver of the company, contributing to 40% of revenue in Q1, FY23. The Intelligent Cloud segment reported $20.33 billion in revenue which increased by 20% year over year or 26% on a constant currency basis, this is the fastest-growing segment of the company.Intelligent Cloud (Q1,FY23)Microsoft Azure is the second largest cloud infrastructure provider in the world with 21% market share. This is behind AWS with a 34% market but is still well ahead of Google Cloud which has \"just\" 11% market share. Microsoft was late out of the starting blocks creating its Azure Cloud, which was released in 2008, two years after AWS which was launched in 2006. However, the company has rapidly gained market share and carved out a strong position as a favorite for a \"hybrid cloud\" setup. For some background, the \"cloud\" is basically just a data center that offers computing, storage, or databases as a service. A hybrid model generally involves keeping some IT resources onsite or using multiple providers usually for security or data residency reasons. According to a study by Cisco, 82% of IT decision makers are planning a hybrid cloud strategy. Therefore, Azure is well suited to benefit from this trend. In addition, online reviews indicate Azure has a better user interface than AWS and it is popular with those who want to use Windows for setup. The cloud industry is forecast to grow at a 19.9% compounded annual growth rate and reach $1.7 trillion by 2029.Cloud market share (Statista)Microsoft's third segment is its \"More Personal Computing\" which reported $13.33 billion in revenue, which was basically flat compared to the prior year.More Personal Computing (Q1,FY23)Breaking down this segment, we can see its flat growth was driven by a 15% decline in Windows OEM revenue. This was caused by a downturn in the PC market, after a boom in 2020 and 2021. A positive is the PC market tends to be cyclical by nature and thus I don't deem this to be a long-term issue. Xbox also reported a similar trend with a 3% revenue decline year over year, again this was driven by a lower gaming engagement after a boom in 2020. The gaming industry is forecasted to continue to grow at a 12.9% CAGR and thus I don't deem this to be a major issue long term. On a positive note, search and news advertising reported solid growth of 16% year over year or 21% on a constant currency basis.More Personal Computing (Q1,FY23)Profitability and Balance SheetMicrosoft's total business reported earnings per share [EPS] of $2.35, which beat analyst estimates by $0.06. Its Productivity business segment reported a 10% increase in operating income to $8.32 billion. While its Intelligent Cloud segment drove the majority of profits with $8.98 billion in operating income reported, up 17% year over year. As expected, the \"More Personal Computing\" segment reported a 15% decline in operating income to $4.22 billion.Microsoft also has a fortress balance sheet with $107.24 billion in cash and short-term investments. The company does have fairly high debt of $77 billion, but the majority, $45.37 billion is long-term debt.Microsoft's guidance was not the best, as the company expects between $52.35 billion and $53.35 billion in Q2, FY23. This would represent a growth rate of ~2% and is lower than analyst expectations of $56.05 billion. This poor guidance looks to be mostly driven by the macroeconomic environment, but I don't believe this is a major issue long term.Advanced Valuation ModelI have plugged Microsoft's financials into my discounted cash flow (\"DCF\") model. I have forecasted just 2% growth for next year, which is based upon an extrapolation of management guidance for the next quarter. In years 2 to 5, I have forecasted 15% revenue growth per year, based upon a cyclical rebound in the gaming and PC market, as well as continued growth in the cloud.Microsoft stock valuation 1 (created by author Ben at Motivation 2 Invest)To increase the accuracy of the valuation, I have capitalized R&D expenses which has lifted net income. In addition, I have forecasted the company's operating margin to increase to 47% over the next 5 years, based upon profitability improvements in the \"More Personal Computing\" segment as it recovers.Microsoft stock valuation 2 (created by author Ben at Motivation 2 Invest)Given these factors, I get a fair value of $271 per share. Microsoft stock is trading at $239 per share at the time of writing and thus is ~12% undervalued.Microsoft is trading at a forward price to earnings ratio = 25, which may not seem cheap but is 18.77% cheaper than its 5 year average.Data by YChartsRisksRecession/Lower DemandMany analysts have forecasted a recession due to the high inflation and rising interest rate environment. This will likely result in lower demand and slowing growth across the board for most companies, including Microsoft.Final ThoughtsMicrosoft Corporation is a dominant technology company that has continually executed its \"fast follow\" strategy to a tee. The company has produced strong financial results for decades and even has performed well during a recessionary environment. Microsoft stock is undervalued intrinsically, and given a cyclical rebound in the PC & gaming market is expected, Microsoft could be a great long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930502782,"gmtCreate":1661986434147,"gmtModify":1676536615629,"author":{"id":"4124867692003572","authorId":"4124867692003572","name":"Temasek7","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4124867692003572","authorIdStr":"4124867692003572"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Just brought ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Just brought ","text":"$Tesla Motors(TSLA)$Just brought","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930502782","isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}