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Monirkhan

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04-10

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Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)

04-10

Half $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$

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Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)

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04-05

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High-Stakes Jobs Report Has Stock-Market Investors on Edge. Here's Why

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02-07

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02-02

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Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More

02-02

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2023-12-19

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2023-10-31

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Live Streaming: Apple 2023 Special Event

2023-10-31

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Live Streaming: Apple 2023 Special Event

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Tesla's Financials No conversation about Tesla would be complete without a mention of the company's financials. In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it. On the profitability front, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion: 10-K Gross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla stock has underperformed the S&amp;P 500 by 45% since our initial bearish article in November.</p></li><li><p>As shares have sold off and the company&#39;s financials have remained stable, the valuation is beginning to look much more attractive.</p></li><li><p>The potential success of Tesla&#39;s self-driving technology could unlock a new vertical for the company, powering higher growth and a more robust multiple.</p></li><li><p>We&#39;re upgrading Tesla to a &#34;Buy.&#34;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e7308d4234f2262a72529aba2e5c9f3\" tg-width=\"750\" tg-height=\"499\"/></p><p>Justin Paget/DigitalVision via Getty Images</p><p>There are a number of sayings in finance, but one of our favorites is the following: &#34;When the time comes to buy, you won&#39;t want to.&#34;</p><p>Essentially, at its core, it means that the best time to buy a given asset is when everyone else is maximally bearish on it. When this happens, fears are usually overblown, and it might be possible to secure a great price for a great asset over the long term.</p><p>It&#39;s similar to Baron Rothschild&#39;s advice - &#34;Buy when there is blood in the streets, <em>even if the blood is your own</em>.&#34;</p><p>Today, when it comes to <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), it appears as though there is blood in the streets.</p><p>Here on Seeking Alpha, there has been a slew of negative analysis on the company recently, which has coincided with a particularly weak period for the stock:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/83521b05003fe1dda273b71e8d8206fb\" tg-width=\"640\" tg-height=\"513\"/></p><p>Seeking Alpha</p><p>In fact, since our <strong>initial bearish coverage</strong> on Tesla last November, the stock has underperformed the S&amp;P 500 (SP500) by a massive 45%:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eab2acea498c3d739cdd54a683cbc1da\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>This is partially due to a number of factors that we discussed in our first article, including potential margin compression, slowing growth, and a particularly expensive valuation that was completely out of line with the rest of the industry.</p><p>However, fast-forward to the present, and Tesla has continued to execute. Sure, growth has slowed, but as the stock has come in and nominal profits have continued to rise, the stock now appears more reasonably valued, and positive developments in the self-driving space could potentially unlock a wholly new, valuable vertical for the company, especially as the conventional auto business becomes more and more competitive.</p><p>Today, we&#39;ll explore a couple of the reasons as to why we find ourselves more bullish on Tesla, as well as why we view this as a potential &#39;close-your-eyes-and-buy&#39;-type moment.</p><p>Sound good?</p><p>Let&#39;s dive in.</p><h2 id=\"id_3746316428\">Tesla&#39;s Financials</h2><p>No conversation about Tesla would be complete without a mention of the company&#39;s financials.</p><p>In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it.</p><p><strong>On the profitability front</strong>, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/68fed6f4b672b311d4aa412c0fd9f521\" tg-width=\"640\" tg-height=\"174\"/></p><p>10-K</p><p>Gross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has remained strong due to a non-cash tax release that has kept on-paper profitability high:</p><blockquote><p>Our 2023 GAAP net income was impacted by the recognition of one-time non-cash benefit of $5.9 billion from the release of valuation allowance on certain deferred tax assets. This was due to our recent history of sustained profitability and is similar to several other companies who have recently gone through a similar change in their account.</p></blockquote><p>On a cash basis, FCF did fall this year somewhat, but this has been an industry-wide trend as a number of automakers combat the same macro trends of inflation and higher commodity/input prices.</p><p>That said, Tesla&#39;s management has done a good job of being disciplined with variable operating spend, keeping OpEx essentially flat from 2022.</p><p><strong>On the liquidity front</strong>, Tesla also remains in an incredibly strong position, boasting $29 billion in cash and equivalents, and only $2 billion in long-term debt.</p><p>With interest payments being essentially inconsequential, the recent rise in interest rates, which has affected so many other companies, hasn&#39;t had much of an impact on shareholder equity, which should be the case going forward as well.</p><p><strong>Finally, on the growth front</strong>, prospects appear to be improving.</p><p>In our initial article, we made the case that Tesla&#39;s range of opportunities was narrowing, given the company&#39;s astonishingly expensive stock price and lack of progress on producing new initiatives, like full self-drive (&#34;FSD&#34;) and Optimus.</p><p>In our view, Tesla was a company resting on the dual pillars of Autos and Energy, with a few interesting side projects to support those two aims.</p><p>That could be changing.</p><p>In December, Tesla launched FSD v12, which many have touted as a large upgrade over the previous self-driving models. This significant improvement is due to a full technological overhaul, which has converted the program&#39;s decision-making capability from rote memorization of C++ code into a fully automated system powered by neural nets.</p><p>Subsequent V12.x upgrades have only improved this service further.</p><p>Skeptics have largely dismissed this upgrade as incremental, but anecdotally, we&#39;re hearing from more and more friends about their recent experiences with Tesla EVs, and how good the new FSD model has been.</p><p>Recently, we also got a ride through New York in a Tesla Uber, and the Uber driver fully let the new FSD program navigate its way to our destination. As far as threat surfaces, New York streets are quite a difficult challenge - they&#39;re jammed up with pedestrians, bikes, buses, trucks, and a number of other things that the new V12 FSD program handled with ease. Did we mention that it was dark, and raining?</p><p>It really felt like you were being driven around by a human driver.</p><p>Now, this served as a nice product demo, but we&#39;re also aware that Elon has consistently promised the world when it comes to FSD and robotaxis, and consistently missed the mark. For a summary of these misses, check out fellow SA contributor Anton Wahlman&#39;s recent article.</p><p>That said, it appears as though momentum is building, and Elon recently announced that there would be a robotaxi unveil (presumably) later this year, in August.</p><p>In terms of the economics, there&#39;s no question that a fully automated ride hailing service powered by Tesla FSD would boast better economics than current options like Uber (UBER) and Bolt - with lower prices for consumers, and similar margins for Tesla compared to the current ride-hailing giants.</p><p>However, the interesting part, to us, is that should this service potentially launch and expand, it could add a third pillar to Tesla&#39;s business.</p><p>This could potentially expand financial results, and it could also power faster growth, which could re-inflate the stock&#39;s valuation.</p><p>This has been a well-known bullish talking point for a long time, but we&#39;re now <strong>finally seeing evidence</strong> that it could be closer than Elon&#39;s long track record of missed estimates suggests.</p><h2 id=\"id_2554966904\">Is Tesla A Good Value?</h2><p>None of this would mean much if the stock was still wildly expensive, but thankfully, between the improving profitability situation and the falling stock, things now appear far more reasonable for those looking to dip their toes in.</p><p>Before, we calculated that if Tesla was valued like other automakers, the stock would probably be worth somewhere between $11 and $19 per share:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1fa8c8a782a1087bc4df895ce0c58e6\" tg-width=\"968\" tg-height=\"433\"/></p><p>PropNotes</p><p>Clearly, the market does not believe this to be the case, as Friday&#39;s close was around $164 per share.</p><p>However, if Tesla were to successfully add a robotaxi fleet segment to its business - which, as a software business, would likely be very high margin - then Tesla&#39;s current top and bottom-line multiples, which lie at 5x sales and 38x earnings, suddenly appear much more reasonable:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae1f476842f1b80ee90bc2c55198738b\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>In fact, if you extrapolate out a conservative historical top-line sales multiple at 7x revenue, then, when combined with analyst&#39;s averaged growth estimates over the next few years, TSLA shares actually look relatively cheap - for the first time in a long time:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a289c6c8f07c9497425e05851aa80005\" tg-width=\"640\" tg-height=\"257\"/></p><p>FAST Graphs</p><p>Zooming out, the last time that Tesla traded at a low 5x handle multiple was in late December 2022, which proved to be a concrete bottom in the stock.</p><p>Almost a year and a half on now from that price plunge, things are back at that point, and we&#39;re comfortable saying that the risks are now firmly to the upside, as maximal bearish chatter swells, and the price continues to dip.</p><p>Remember - when the time comes to buy, you won&#39;t want to.</p><h2 id=\"id_2964878830\">Risks</h2><p>There are a number of risks to our &#34;Buy&#34; thesis.</p><p>First, we could be too early to the robotaxi thesis, as so many other analysts before us have been. It could take more months, or even more years, for a fully functional ride hailing service to launch, if one even launches at all.</p><p>That said, momentum seems to be building towards this new business driver, which, we think, could send the stock on another leg higher.</p><p>Additionally, negative momentum in the stock has been strong, and catching a falling knife is a great way to get cut:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c11a4d3210cf32a995b88ea3c697f025\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>Our weekly momentum indicator, which is based on a smoothed Heiken Ashi setup, shows that things are still firmly &#34;Red.&#34;</p><p>Plus, with a &#34;true&#34; base of value, (as an auto company) at a price WAY lower than where things are currently trading, there&#39;s still plenty of room for negative sentiment around FSD and robotaxis to send the stock lower. With so much speculation built into the valuation, the &#34;floor&#34; of value could take a while to find.</p><p>Just because something appears to be a good value doesn&#39;t mean that the market will agree anytime soon.</p><h2 id=\"id_218498123\">Summary</h2><p>That said, if you&#39;re on the sidelines, now appears to be as good a time as any to begin snapping up shares. We think that over the long term, Tesla&#39;s business will likely remain supported by its two key pillars in Auto and Energy.</p><p>Analysts are projecting solid top and bottom-line results as the company continues to streamline operations and test out advertising formats, which makes the stock relatively attractive on valuation and growth alone.</p><p>Then, if robotaxis end up coming to fruition, the current price really looks like a steal.</p><p>While there are some risks around the timing of these developments, as well as how the stock still appears to be trending lower, on balance, we&#39;re upgrading Tesla to &#34;Buy.&#34;</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock has underperformed the S&P 500 by 45% since our initial bearish article in November.As shares have sold off and the company's financials have remained stable, the valuation is beginning to...</p>\n\n<a href=\"https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","TSLL":"Direxion Daily TSLA Bull 2X Shares","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","BK4588":"碎股","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4503":"景林资产持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4022":"陆运","BK4230":"旅客陆运","BK4505":"高瓴资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2426208194","content_text":"Tesla stock has underperformed the S&P 500 by 45% since our initial bearish article in November.As shares have sold off and the company's financials have remained stable, the valuation is beginning to look much more attractive.The potential success of Tesla's self-driving technology could unlock a new vertical for the company, powering higher growth and a more robust multiple.We're upgrading Tesla to a \"Buy.\"Justin Paget/DigitalVision via Getty ImagesThere are a number of sayings in finance, but one of our favorites is the following: \"When the time comes to buy, you won't want to.\"Essentially, at its core, it means that the best time to buy a given asset is when everyone else is maximally bearish on it. When this happens, fears are usually overblown, and it might be possible to secure a great price for a great asset over the long term.It's similar to Baron Rothschild's advice - \"Buy when there is blood in the streets, even if the blood is your own.\"Today, when it comes to Tesla, Inc. (NASDAQ:TSLA), it appears as though there is blood in the streets.Here on Seeking Alpha, there has been a slew of negative analysis on the company recently, which has coincided with a particularly weak period for the stock:Seeking AlphaIn fact, since our initial bearish coverage on Tesla last November, the stock has underperformed the S&P 500 (SP500) by a massive 45%:TradingViewThis is partially due to a number of factors that we discussed in our first article, including potential margin compression, slowing growth, and a particularly expensive valuation that was completely out of line with the rest of the industry.However, fast-forward to the present, and Tesla has continued to execute. Sure, growth has slowed, but as the stock has come in and nominal profits have continued to rise, the stock now appears more reasonably valued, and positive developments in the self-driving space could potentially unlock a wholly new, valuable vertical for the company, especially as the conventional auto business becomes more and more competitive.Today, we'll explore a couple of the reasons as to why we find ourselves more bullish on Tesla, as well as why we view this as a potential 'close-your-eyes-and-buy'-type moment.Sound good?Let's dive in.Tesla's FinancialsNo conversation about Tesla would be complete without a mention of the company's financials.In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it.On the profitability front, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion:10-KGross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has remained strong due to a non-cash tax release that has kept on-paper profitability high:Our 2023 GAAP net income was impacted by the recognition of one-time non-cash benefit of $5.9 billion from the release of valuation allowance on certain deferred tax assets. This was due to our recent history of sustained profitability and is similar to several other companies who have recently gone through a similar change in their account.On a cash basis, FCF did fall this year somewhat, but this has been an industry-wide trend as a number of automakers combat the same macro trends of inflation and higher commodity/input prices.That said, Tesla's management has done a good job of being disciplined with variable operating spend, keeping OpEx essentially flat from 2022.On the liquidity front, Tesla also remains in an incredibly strong position, boasting $29 billion in cash and equivalents, and only $2 billion in long-term debt.With interest payments being essentially inconsequential, the recent rise in interest rates, which has affected so many other companies, hasn't had much of an impact on shareholder equity, which should be the case going forward as well.Finally, on the growth front, prospects appear to be improving.In our initial article, we made the case that Tesla's range of opportunities was narrowing, given the company's astonishingly expensive stock price and lack of progress on producing new initiatives, like full self-drive (\"FSD\") and Optimus.In our view, Tesla was a company resting on the dual pillars of Autos and Energy, with a few interesting side projects to support those two aims.That could be changing.In December, Tesla launched FSD v12, which many have touted as a large upgrade over the previous self-driving models. This significant improvement is due to a full technological overhaul, which has converted the program's decision-making capability from rote memorization of C++ code into a fully automated system powered by neural nets.Subsequent V12.x upgrades have only improved this service further.Skeptics have largely dismissed this upgrade as incremental, but anecdotally, we're hearing from more and more friends about their recent experiences with Tesla EVs, and how good the new FSD model has been.Recently, we also got a ride through New York in a Tesla Uber, and the Uber driver fully let the new FSD program navigate its way to our destination. As far as threat surfaces, New York streets are quite a difficult challenge - they're jammed up with pedestrians, bikes, buses, trucks, and a number of other things that the new V12 FSD program handled with ease. Did we mention that it was dark, and raining?It really felt like you were being driven around by a human driver.Now, this served as a nice product demo, but we're also aware that Elon has consistently promised the world when it comes to FSD and robotaxis, and consistently missed the mark. For a summary of these misses, check out fellow SA contributor Anton Wahlman's recent article.That said, it appears as though momentum is building, and Elon recently announced that there would be a robotaxi unveil (presumably) later this year, in August.In terms of the economics, there's no question that a fully automated ride hailing service powered by Tesla FSD would boast better economics than current options like Uber (UBER) and Bolt - with lower prices for consumers, and similar margins for Tesla compared to the current ride-hailing giants.However, the interesting part, to us, is that should this service potentially launch and expand, it could add a third pillar to Tesla's business.This could potentially expand financial results, and it could also power faster growth, which could re-inflate the stock's valuation.This has been a well-known bullish talking point for a long time, but we're now finally seeing evidence that it could be closer than Elon's long track record of missed estimates suggests.Is Tesla A Good Value?None of this would mean much if the stock was still wildly expensive, but thankfully, between the improving profitability situation and the falling stock, things now appear far more reasonable for those looking to dip their toes in.Before, we calculated that if Tesla was valued like other automakers, the stock would probably be worth somewhere between $11 and $19 per share:PropNotesClearly, the market does not believe this to be the case, as Friday's close was around $164 per share.However, if Tesla were to successfully add a robotaxi fleet segment to its business - which, as a software business, would likely be very high margin - then Tesla's current top and bottom-line multiples, which lie at 5x sales and 38x earnings, suddenly appear much more reasonable:TradingViewIn fact, if you extrapolate out a conservative historical top-line sales multiple at 7x revenue, then, when combined with analyst's averaged growth estimates over the next few years, TSLA shares actually look relatively cheap - for the first time in a long time:FAST GraphsZooming out, the last time that Tesla traded at a low 5x handle multiple was in late December 2022, which proved to be a concrete bottom in the stock.Almost a year and a half on now from that price plunge, things are back at that point, and we're comfortable saying that the risks are now firmly to the upside, as maximal bearish chatter swells, and the price continues to dip.Remember - when the time comes to buy, you won't want to.RisksThere are a number of risks to our \"Buy\" thesis.First, we could be too early to the robotaxi thesis, as so many other analysts before us have been. It could take more months, or even more years, for a fully functional ride hailing service to launch, if one even launches at all.That said, momentum seems to be building towards this new business driver, which, we think, could send the stock on another leg higher.Additionally, negative momentum in the stock has been strong, and catching a falling knife is a great way to get cut:TradingViewOur weekly momentum indicator, which is based on a smoothed Heiken Ashi setup, shows that things are still firmly \"Red.\"Plus, with a \"true\" base of value, (as an auto company) at a price WAY lower than where things are currently trading, there's still plenty of room for negative sentiment around FSD and robotaxis to send the stock lower. With so much speculation built into the valuation, the \"floor\" of value could take a while to find.Just because something appears to be a good value doesn't mean that the market will agree anytime soon.SummaryThat said, if you're on the sidelines, now appears to be as good a time as any to begin snapping up shares. We think that over the long term, Tesla's business will likely remain supported by its two key pillars in Auto and Energy.Analysts are projecting solid top and bottom-line results as the company continues to streamline operations and test out advertising formats, which makes the stock relatively attractive on valuation and growth alone.Then, if robotaxis end up coming to fruition, the current price really looks like a steal.While there are some risks around the timing of these developments, as well as how the stock still appears to be trending lower, on balance, we're upgrading Tesla to \"Buy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293575507394576,"gmtCreate":1712693223651,"gmtModify":1712693225422,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Half&nbsp;<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ </a>&nbsp;","listText":"Half&nbsp;<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ </a>&nbsp;","text":"Half $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293575507394576","repostId":"1199052676","repostType":4,"repost":{"id":"1199052676","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712670707,"share":"https://www.laohu8.com/m/news/1199052676?lang=&edition=full","pubTime":"2024-04-09 21:51","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Morning Trading, With XPeng Rising 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199052676","media":"Tiger Newspress","summary":"Hot Chinese ADRs gained in morning trading.XPeng rose 7%; Bilibili rose over 5%; Nio rose over 4%; NetEase rose 3%; iQiyi, JD.com rose over 2%.","content":"<html><head></head><body><p>Hot Chinese ADRs gained in morning trading.</p><p>XPeng rose 7%; Bilibili rose over 5%; Nio rose over 4%; NetEase rose 3%; iQiyi, JD.com rose over 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d55433d73f2d5bcd4258235bb4b1830d\" tg-width=\"412\" tg-height=\"772\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Gained in Morning Trading, With XPeng Rising 7%</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\">\nHot Chinese ADRs Gained in Morning Trading, With XPeng Rising 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-09 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs gained in morning trading.</p><p>XPeng rose 7%; Bilibili rose over 5%; Nio rose over 4%; NetEase rose 3%; iQiyi, JD.com rose over 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d55433d73f2d5bcd4258235bb4b1830d\" tg-width=\"412\" tg-height=\"772\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NTES":"网易","JD":"京东","TME":"腾讯音乐","BILI":"哔哩哔哩","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199052676","content_text":"Hot Chinese ADRs gained in morning trading.XPeng rose 7%; Bilibili rose over 5%; Nio rose over 4%; NetEase rose 3%; iQiyi, JD.com rose over 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293575340695656,"gmtCreate":1712693183571,"gmtModify":1712693186194,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Half","listText":"Half","text":"Half","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293575340695656","repostId":"1129671183","repostType":4,"repost":{"id":"1129671183","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712672209,"share":"https://www.laohu8.com/m/news/1129671183?lang=&edition=full","pubTime":"2024-04-09 22:16","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1129671183","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Morgan Stanley resumes Cisco as overweightMorgan Stanley said it sees “double digit overall shareholder return potential.”“Cisco is trading at / ne","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_663519422\" style=\"text-align: start;\">Morgan Stanley resumes Cisco as overweight</h2><p>Morgan Stanley said it sees “double digit overall shareholder return potential.”</p><p>“Cisco is trading at / near record discount to S&amp;P despite CIO survey noting healthy growth environment for networking once we get past inventory digestion.”</p><h2 id=\"id_873712341\" style=\"text-align: start;\">Raymond James initiates Permian Resources as buy</h2><p>Raymond James said the Permian Basin oil and gas company is well positioned.</p><p>“Based in Midland, Texas, Permian Resources was formed in late FY22 as a merger of equals between privately-backed Colgate Energy and public Centennial Resource Development.”</p><h2 id=\"id_1107121316\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman lowered its price target on the EV maker to $175 per share from $190.</p><p>“Lowering Tesla estimates post weaker 1Q24 deliveries, and to better reflect market condition.”</p><h2 id=\"id_736783547\" style=\"text-align: start;\">Bank of America upgrades Infosys to buy from neutral</h2><p>Bank of America said in its upgrade of Infosys that it sees a demand recovery for the IT consulting company.</p><p>“Stock’s underperformance over last two years makes its valuation sensitive to such growth prospects. FY25 earnings outlook are also close to a floor level.”</p><h2 id=\"id_2291145156\" style=\"text-align: start;\">Barclays downgrades American Express to equal weight from overweight</h2><p>Barclays sees “limited upside” on valuation for the stock.</p><p>“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”</p><h2 id=\"id_4047602339\" style=\"text-align: start;\">BMO upgrades Chemours to outperform from market perform</h2><p>BMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.</p><p>“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”</p><h2 id=\"id_2035075072\" style=\"text-align: start;\">Wells Fargo upgrades Digital Realty Trust to overweight from equal weight</h2><p>Wells Fargo sees numerous catalysts ahead for the real estate investment trust.</p><p>“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”</p><h2 id=\"id_514781485\" style=\"text-align: start;\">Compass Point downgrades Wells Fargo to neutral from buy</h2><p>Compass sees a more balanced risk/reward for shares of Wells Fargo.</p><p>“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”</p><h2 id=\"id_1345237615\" style=\"text-align: start;\">Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weight</h2><p>Morgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.</p><p>“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”</p><h2 id=\"id_757412039\" style=\"text-align: start;\">Jefferies initiates TE Connectivity at buy</h2><p>Jefferies likes the company’s exposure to Chinese automakers.</p><p>“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”</p><h2 id=\"id_2562605002\" style=\"text-align: start;\">RBC upgrades First Horizon to outperform from sector perform</h2><p>RBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.</p><p>“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”</p><h2 id=\"id_579754222\" style=\"text-align: start;\">Goldman Sachs upgrades Molson Coors to buy from neutral</h2><p>Goldman said in its upgrade of the brewer that it sees strengthening share gains.</p><p>“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”</p><h2 id=\"id_4286189019\" style=\"text-align: start;\">Wells Fargo initiates Monday.com as overweight</h2><p>Wells said the project management software company offers “attractive growth.”</p><p>“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress &amp; new product cycles, to maintain outsized growth/margin expansion.”</p><h2 id=\"id_1280068899\" style=\"text-align: start;\">Wells Fargo initiates GitLab as overweight</h2><p>Wells sees the software company’s stock at an attractive entry point.</p><p>“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”</p><h2 id=\"id_3101092375\" style=\"text-align: start;\">Rosenblatt initiates TeraWulf at buy</h2><p>Rosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”</p><p>“We initiate coverage of WULF with a Buy rating and $4.20 price target.”</p><h2 id=\"id_3640758362\" style=\"text-align: start;\">TD Cowen reiterates Alphabet at outperform</h2><p>TD raised its price target on the Google and YouTube parent to $170 per share from $165.</p><p>“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”</p><h2 id=\"id_954524338\" style=\"text-align: start;\">William Blair initiates Tradeweb Markets at outperform</h2><p>William Blair said the electronic marketplace is a market leader.</p><p>“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”</p><h2 id=\"id_3940318741\" style=\"text-align: start;\">TD Cowen upgrades GE Aerospace to outperform from market perform</h2><p>TD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”</p><p>“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power &amp; renewables assets (GE Vernova).”</p><h2 id=\"id_3108638422\" style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America said its survey checks show App Store growth increasing.</p><p>“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”</p><h2 id=\"id_989599442\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla at overweight</h2><p>Morgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.</p><p>“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”</p><h2 id=\"id_1671093183\" style=\"text-align: start;\">Barclays reiterates Netflix at equal weight</h2><p>Barclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.</p><p>“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”</p><h2 id=\"id_3925055840\" style=\"text-align: start;\">Bank of America upgrades Ally Financial to buy from neutral</h2><p>Bank of America said the bank holding company has “credit leverage.”</p><p>“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”</p><h2 id=\"id_1589650856\" style=\"text-align: start;\">Bank of America initiates Frontier a buy</h2><p>Bank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”</p><p>“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”</p><h2 id=\"id_3870255266\" style=\"text-align: start;\">Bank of America upgrades Freeport-McMoRan to buy from neutral</h2><p>Bank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.</p><p>“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”</p><h2 id=\"id_3365310689\" style=\"text-align: start;\">JPMorgan upgrades American Eagle to overweight from neutral</h2><p>JPMorgan said it sees brand momentum after meeting with AEO’s management.</p><p>“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”</p><h2 id=\"id_360163446\" style=\"text-align: start;\">Rosenblatt initiates Bitdeer Technologies as buy</h2><p>Rosenblatt said it’s bullish on shares of the bitcoin miner.</p><p>“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”</p><h2 id=\"id_1198603572\" style=\"text-align: start;\">Wolfe upgrades U.S. Steel to outperform from peer perform</h2><p>Wolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.</p><p>“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”</p><h2 id=\"id_2828198900\" style=\"text-align: start;\">KBW initiates nCino as outperform</h2><p>KBW said in its initiation of the software company that it sees a compelling entry point for nCino.</p><p>“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”</p><h2 id=\"id_1536231272\" style=\"text-align: start;\">DA Davidson reiterates Nvidia as neutral</h2><p>DA Davidson is concerned about a downturn affecting Nvidia in 2026.</p><p>“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-09 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_663519422\" style=\"text-align: start;\">Morgan Stanley resumes Cisco as overweight</h2><p>Morgan Stanley said it sees “double digit overall shareholder return potential.”</p><p>“Cisco is trading at / near record discount to S&amp;P despite CIO survey noting healthy growth environment for networking once we get past inventory digestion.”</p><h2 id=\"id_873712341\" style=\"text-align: start;\">Raymond James initiates Permian Resources as buy</h2><p>Raymond James said the Permian Basin oil and gas company is well positioned.</p><p>“Based in Midland, Texas, Permian Resources was formed in late FY22 as a merger of equals between privately-backed Colgate Energy and public Centennial Resource Development.”</p><h2 id=\"id_1107121316\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman lowered its price target on the EV maker to $175 per share from $190.</p><p>“Lowering Tesla estimates post weaker 1Q24 deliveries, and to better reflect market condition.”</p><h2 id=\"id_736783547\" style=\"text-align: start;\">Bank of America upgrades Infosys to buy from neutral</h2><p>Bank of America said in its upgrade of Infosys that it sees a demand recovery for the IT consulting company.</p><p>“Stock’s underperformance over last two years makes its valuation sensitive to such growth prospects. FY25 earnings outlook are also close to a floor level.”</p><h2 id=\"id_2291145156\" style=\"text-align: start;\">Barclays downgrades American Express to equal weight from overweight</h2><p>Barclays sees “limited upside” on valuation for the stock.</p><p>“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”</p><h2 id=\"id_4047602339\" style=\"text-align: start;\">BMO upgrades Chemours to outperform from market perform</h2><p>BMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.</p><p>“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”</p><h2 id=\"id_2035075072\" style=\"text-align: start;\">Wells Fargo upgrades Digital Realty Trust to overweight from equal weight</h2><p>Wells Fargo sees numerous catalysts ahead for the real estate investment trust.</p><p>“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”</p><h2 id=\"id_514781485\" style=\"text-align: start;\">Compass Point downgrades Wells Fargo to neutral from buy</h2><p>Compass sees a more balanced risk/reward for shares of Wells Fargo.</p><p>“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”</p><h2 id=\"id_1345237615\" style=\"text-align: start;\">Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weight</h2><p>Morgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.</p><p>“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”</p><h2 id=\"id_757412039\" style=\"text-align: start;\">Jefferies initiates TE Connectivity at buy</h2><p>Jefferies likes the company’s exposure to Chinese automakers.</p><p>“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”</p><h2 id=\"id_2562605002\" style=\"text-align: start;\">RBC upgrades First Horizon to outperform from sector perform</h2><p>RBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.</p><p>“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”</p><h2 id=\"id_579754222\" style=\"text-align: start;\">Goldman Sachs upgrades Molson Coors to buy from neutral</h2><p>Goldman said in its upgrade of the brewer that it sees strengthening share gains.</p><p>“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”</p><h2 id=\"id_4286189019\" style=\"text-align: start;\">Wells Fargo initiates Monday.com as overweight</h2><p>Wells said the project management software company offers “attractive growth.”</p><p>“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress &amp; new product cycles, to maintain outsized growth/margin expansion.”</p><h2 id=\"id_1280068899\" style=\"text-align: start;\">Wells Fargo initiates GitLab as overweight</h2><p>Wells sees the software company’s stock at an attractive entry point.</p><p>“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”</p><h2 id=\"id_3101092375\" style=\"text-align: start;\">Rosenblatt initiates TeraWulf at buy</h2><p>Rosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”</p><p>“We initiate coverage of WULF with a Buy rating and $4.20 price target.”</p><h2 id=\"id_3640758362\" style=\"text-align: start;\">TD Cowen reiterates Alphabet at outperform</h2><p>TD raised its price target on the Google and YouTube parent to $170 per share from $165.</p><p>“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”</p><h2 id=\"id_954524338\" style=\"text-align: start;\">William Blair initiates Tradeweb Markets at outperform</h2><p>William Blair said the electronic marketplace is a market leader.</p><p>“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”</p><h2 id=\"id_3940318741\" style=\"text-align: start;\">TD Cowen upgrades GE Aerospace to outperform from market perform</h2><p>TD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”</p><p>“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power &amp; renewables assets (GE Vernova).”</p><h2 id=\"id_3108638422\" style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America said its survey checks show App Store growth increasing.</p><p>“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”</p><h2 id=\"id_989599442\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla at overweight</h2><p>Morgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.</p><p>“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”</p><h2 id=\"id_1671093183\" style=\"text-align: start;\">Barclays reiterates Netflix at equal weight</h2><p>Barclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.</p><p>“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”</p><h2 id=\"id_3925055840\" style=\"text-align: start;\">Bank of America upgrades Ally Financial to buy from neutral</h2><p>Bank of America said the bank holding company has “credit leverage.”</p><p>“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”</p><h2 id=\"id_1589650856\" style=\"text-align: start;\">Bank of America initiates Frontier a buy</h2><p>Bank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”</p><p>“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”</p><h2 id=\"id_3870255266\" style=\"text-align: start;\">Bank of America upgrades Freeport-McMoRan to buy from neutral</h2><p>Bank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.</p><p>“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”</p><h2 id=\"id_3365310689\" style=\"text-align: start;\">JPMorgan upgrades American Eagle to overweight from neutral</h2><p>JPMorgan said it sees brand momentum after meeting with AEO’s management.</p><p>“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”</p><h2 id=\"id_360163446\" style=\"text-align: start;\">Rosenblatt initiates Bitdeer Technologies as buy</h2><p>Rosenblatt said it’s bullish on shares of the bitcoin miner.</p><p>“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”</p><h2 id=\"id_1198603572\" style=\"text-align: start;\">Wolfe upgrades U.S. Steel to outperform from peer perform</h2><p>Wolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.</p><p>“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”</p><h2 id=\"id_2828198900\" style=\"text-align: start;\">KBW initiates nCino as outperform</h2><p>KBW said in its initiation of the software company that it sees a compelling entry point for nCino.</p><p>“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”</p><h2 id=\"id_1536231272\" style=\"text-align: start;\">DA Davidson reiterates Nvidia as neutral</h2><p>DA Davidson is concerned about a downturn affecting Nvidia in 2026.</p><p>“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","NVDA":"英伟达","GOOGL":"谷歌A","NFLX":"奈飞","AAPL":"苹果","CSCO":"思科","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129671183","content_text":"Here are the biggest calls on Wall Street on Tuesday:Morgan Stanley resumes Cisco as overweightMorgan Stanley said it sees “double digit overall shareholder return potential.”“Cisco is trading at / near record discount to S&P despite CIO survey noting healthy growth environment for networking once we get past inventory digestion.”Raymond James initiates Permian Resources as buyRaymond James said the Permian Basin oil and gas company is well positioned.“Based in Midland, Texas, Permian Resources was formed in late FY22 as a merger of equals between privately-backed Colgate Energy and public Centennial Resource Development.”Goldman Sachs reiterates Tesla as neutralGoldman lowered its price target on the EV maker to $175 per share from $190.“Lowering Tesla estimates post weaker 1Q24 deliveries, and to better reflect market condition.”Bank of America upgrades Infosys to buy from neutralBank of America said in its upgrade of Infosys that it sees a demand recovery for the IT consulting company.“Stock’s underperformance over last two years makes its valuation sensitive to such growth prospects. FY25 earnings outlook are also close to a floor level.”Barclays downgrades American Express to equal weight from overweightBarclays sees “limited upside” on valuation for the stock.“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”BMO upgrades Chemours to outperform from market performBMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”Wells Fargo upgrades Digital Realty Trust to overweight from equal weightWells Fargo sees numerous catalysts ahead for the real estate investment trust.“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”Compass Point downgrades Wells Fargo to neutral from buyCompass sees a more balanced risk/reward for shares of Wells Fargo.“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weightMorgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”Jefferies initiates TE Connectivity at buyJefferies likes the company’s exposure to Chinese automakers.“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”RBC upgrades First Horizon to outperform from sector performRBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”Goldman Sachs upgrades Molson Coors to buy from neutralGoldman said in its upgrade of the brewer that it sees strengthening share gains.“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”Wells Fargo initiates Monday.com as overweightWells said the project management software company offers “attractive growth.”“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress & new product cycles, to maintain outsized growth/margin expansion.”Wells Fargo initiates GitLab as overweightWells sees the software company’s stock at an attractive entry point.“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”Rosenblatt initiates TeraWulf at buyRosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”“We initiate coverage of WULF with a Buy rating and $4.20 price target.”TD Cowen reiterates Alphabet at outperformTD raised its price target on the Google and YouTube parent to $170 per share from $165.“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”William Blair initiates Tradeweb Markets at outperformWilliam Blair said the electronic marketplace is a market leader.“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”TD Cowen upgrades GE Aerospace to outperform from market performTD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power & renewables assets (GE Vernova).”Bank of America reiterates Apple as buyBank of America said its survey checks show App Store growth increasing.“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”Morgan Stanley reiterates Tesla at overweightMorgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”Barclays reiterates Netflix at equal weightBarclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”Bank of America upgrades Ally Financial to buy from neutralBank of America said the bank holding company has “credit leverage.”“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”Bank of America initiates Frontier a buyBank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”Bank of America upgrades Freeport-McMoRan to buy from neutralBank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”JPMorgan upgrades American Eagle to overweight from neutralJPMorgan said it sees brand momentum after meeting with AEO’s management.“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”Rosenblatt initiates Bitdeer Technologies as buyRosenblatt said it’s bullish on shares of the bitcoin miner.“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”Wolfe upgrades U.S. Steel to outperform from peer performWolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”KBW initiates nCino as outperformKBW said in its initiation of the software company that it sees a compelling entry point for nCino.“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”DA Davidson reiterates Nvidia as neutralDA Davidson is concerned about a downturn affecting Nvidia in 2026.“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293575095255200,"gmtCreate":1712693125753,"gmtModify":1712693130697,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Half&nbsp;","listText":"Half&nbsp;","text":"Half","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293575095255200","repostId":"2426208194","repostType":4,"repost":{"id":"2426208194","pubTimestamp":1712676344,"share":"https://www.laohu8.com/m/news/2426208194?lang=&edition=full","pubTime":"2024-04-09 23:25","market":"sh","language":"en","title":"Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2426208194","media":"seekingalpha","summary":"Let's dive in. Tesla's Financials No conversation about Tesla would be complete without a mention of the company's financials. In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it. On the profitability front, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion: 10-K Gross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla stock has underperformed the S&amp;P 500 by 45% since our initial bearish article in November.</p></li><li><p>As shares have sold off and the company&#39;s financials have remained stable, the valuation is beginning to look much more attractive.</p></li><li><p>The potential success of Tesla&#39;s self-driving technology could unlock a new vertical for the company, powering higher growth and a more robust multiple.</p></li><li><p>We&#39;re upgrading Tesla to a &#34;Buy.&#34;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e7308d4234f2262a72529aba2e5c9f3\" tg-width=\"750\" tg-height=\"499\"/></p><p>Justin Paget/DigitalVision via Getty Images</p><p>There are a number of sayings in finance, but one of our favorites is the following: &#34;When the time comes to buy, you won&#39;t want to.&#34;</p><p>Essentially, at its core, it means that the best time to buy a given asset is when everyone else is maximally bearish on it. When this happens, fears are usually overblown, and it might be possible to secure a great price for a great asset over the long term.</p><p>It&#39;s similar to Baron Rothschild&#39;s advice - &#34;Buy when there is blood in the streets, <em>even if the blood is your own</em>.&#34;</p><p>Today, when it comes to <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), it appears as though there is blood in the streets.</p><p>Here on Seeking Alpha, there has been a slew of negative analysis on the company recently, which has coincided with a particularly weak period for the stock:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/83521b05003fe1dda273b71e8d8206fb\" tg-width=\"640\" tg-height=\"513\"/></p><p>Seeking Alpha</p><p>In fact, since our <strong>initial bearish coverage</strong> on Tesla last November, the stock has underperformed the S&amp;P 500 (SP500) by a massive 45%:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eab2acea498c3d739cdd54a683cbc1da\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>This is partially due to a number of factors that we discussed in our first article, including potential margin compression, slowing growth, and a particularly expensive valuation that was completely out of line with the rest of the industry.</p><p>However, fast-forward to the present, and Tesla has continued to execute. Sure, growth has slowed, but as the stock has come in and nominal profits have continued to rise, the stock now appears more reasonably valued, and positive developments in the self-driving space could potentially unlock a wholly new, valuable vertical for the company, especially as the conventional auto business becomes more and more competitive.</p><p>Today, we&#39;ll explore a couple of the reasons as to why we find ourselves more bullish on Tesla, as well as why we view this as a potential &#39;close-your-eyes-and-buy&#39;-type moment.</p><p>Sound good?</p><p>Let&#39;s dive in.</p><h2 id=\"id_3746316428\">Tesla&#39;s Financials</h2><p>No conversation about Tesla would be complete without a mention of the company&#39;s financials.</p><p>In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it.</p><p><strong>On the profitability front</strong>, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/68fed6f4b672b311d4aa412c0fd9f521\" tg-width=\"640\" tg-height=\"174\"/></p><p>10-K</p><p>Gross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has remained strong due to a non-cash tax release that has kept on-paper profitability high:</p><blockquote><p>Our 2023 GAAP net income was impacted by the recognition of one-time non-cash benefit of $5.9 billion from the release of valuation allowance on certain deferred tax assets. This was due to our recent history of sustained profitability and is similar to several other companies who have recently gone through a similar change in their account.</p></blockquote><p>On a cash basis, FCF did fall this year somewhat, but this has been an industry-wide trend as a number of automakers combat the same macro trends of inflation and higher commodity/input prices.</p><p>That said, Tesla&#39;s management has done a good job of being disciplined with variable operating spend, keeping OpEx essentially flat from 2022.</p><p><strong>On the liquidity front</strong>, Tesla also remains in an incredibly strong position, boasting $29 billion in cash and equivalents, and only $2 billion in long-term debt.</p><p>With interest payments being essentially inconsequential, the recent rise in interest rates, which has affected so many other companies, hasn&#39;t had much of an impact on shareholder equity, which should be the case going forward as well.</p><p><strong>Finally, on the growth front</strong>, prospects appear to be improving.</p><p>In our initial article, we made the case that Tesla&#39;s range of opportunities was narrowing, given the company&#39;s astonishingly expensive stock price and lack of progress on producing new initiatives, like full self-drive (&#34;FSD&#34;) and Optimus.</p><p>In our view, Tesla was a company resting on the dual pillars of Autos and Energy, with a few interesting side projects to support those two aims.</p><p>That could be changing.</p><p>In December, Tesla launched FSD v12, which many have touted as a large upgrade over the previous self-driving models. This significant improvement is due to a full technological overhaul, which has converted the program&#39;s decision-making capability from rote memorization of C++ code into a fully automated system powered by neural nets.</p><p>Subsequent V12.x upgrades have only improved this service further.</p><p>Skeptics have largely dismissed this upgrade as incremental, but anecdotally, we&#39;re hearing from more and more friends about their recent experiences with Tesla EVs, and how good the new FSD model has been.</p><p>Recently, we also got a ride through New York in a Tesla Uber, and the Uber driver fully let the new FSD program navigate its way to our destination. As far as threat surfaces, New York streets are quite a difficult challenge - they&#39;re jammed up with pedestrians, bikes, buses, trucks, and a number of other things that the new V12 FSD program handled with ease. Did we mention that it was dark, and raining?</p><p>It really felt like you were being driven around by a human driver.</p><p>Now, this served as a nice product demo, but we&#39;re also aware that Elon has consistently promised the world when it comes to FSD and robotaxis, and consistently missed the mark. For a summary of these misses, check out fellow SA contributor Anton Wahlman&#39;s recent article.</p><p>That said, it appears as though momentum is building, and Elon recently announced that there would be a robotaxi unveil (presumably) later this year, in August.</p><p>In terms of the economics, there&#39;s no question that a fully automated ride hailing service powered by Tesla FSD would boast better economics than current options like Uber (UBER) and Bolt - with lower prices for consumers, and similar margins for Tesla compared to the current ride-hailing giants.</p><p>However, the interesting part, to us, is that should this service potentially launch and expand, it could add a third pillar to Tesla&#39;s business.</p><p>This could potentially expand financial results, and it could also power faster growth, which could re-inflate the stock&#39;s valuation.</p><p>This has been a well-known bullish talking point for a long time, but we&#39;re now <strong>finally seeing evidence</strong> that it could be closer than Elon&#39;s long track record of missed estimates suggests.</p><h2 id=\"id_2554966904\">Is Tesla A Good Value?</h2><p>None of this would mean much if the stock was still wildly expensive, but thankfully, between the improving profitability situation and the falling stock, things now appear far more reasonable for those looking to dip their toes in.</p><p>Before, we calculated that if Tesla was valued like other automakers, the stock would probably be worth somewhere between $11 and $19 per share:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1fa8c8a782a1087bc4df895ce0c58e6\" tg-width=\"968\" tg-height=\"433\"/></p><p>PropNotes</p><p>Clearly, the market does not believe this to be the case, as Friday&#39;s close was around $164 per share.</p><p>However, if Tesla were to successfully add a robotaxi fleet segment to its business - which, as a software business, would likely be very high margin - then Tesla&#39;s current top and bottom-line multiples, which lie at 5x sales and 38x earnings, suddenly appear much more reasonable:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae1f476842f1b80ee90bc2c55198738b\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>In fact, if you extrapolate out a conservative historical top-line sales multiple at 7x revenue, then, when combined with analyst&#39;s averaged growth estimates over the next few years, TSLA shares actually look relatively cheap - for the first time in a long time:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a289c6c8f07c9497425e05851aa80005\" tg-width=\"640\" tg-height=\"257\"/></p><p>FAST Graphs</p><p>Zooming out, the last time that Tesla traded at a low 5x handle multiple was in late December 2022, which proved to be a concrete bottom in the stock.</p><p>Almost a year and a half on now from that price plunge, things are back at that point, and we&#39;re comfortable saying that the risks are now firmly to the upside, as maximal bearish chatter swells, and the price continues to dip.</p><p>Remember - when the time comes to buy, you won&#39;t want to.</p><h2 id=\"id_2964878830\">Risks</h2><p>There are a number of risks to our &#34;Buy&#34; thesis.</p><p>First, we could be too early to the robotaxi thesis, as so many other analysts before us have been. It could take more months, or even more years, for a fully functional ride hailing service to launch, if one even launches at all.</p><p>That said, momentum seems to be building towards this new business driver, which, we think, could send the stock on another leg higher.</p><p>Additionally, negative momentum in the stock has been strong, and catching a falling knife is a great way to get cut:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c11a4d3210cf32a995b88ea3c697f025\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>Our weekly momentum indicator, which is based on a smoothed Heiken Ashi setup, shows that things are still firmly &#34;Red.&#34;</p><p>Plus, with a &#34;true&#34; base of value, (as an auto company) at a price WAY lower than where things are currently trading, there&#39;s still plenty of room for negative sentiment around FSD and robotaxis to send the stock lower. With so much speculation built into the valuation, the &#34;floor&#34; of value could take a while to find.</p><p>Just because something appears to be a good value doesn&#39;t mean that the market will agree anytime soon.</p><h2 id=\"id_218498123\">Summary</h2><p>That said, if you&#39;re on the sidelines, now appears to be as good a time as any to begin snapping up shares. We think that over the long term, Tesla&#39;s business will likely remain supported by its two key pillars in Auto and Energy.</p><p>Analysts are projecting solid top and bottom-line results as the company continues to streamline operations and test out advertising formats, which makes the stock relatively attractive on valuation and growth alone.</p><p>Then, if robotaxis end up coming to fruition, the current price really looks like a steal.</p><p>While there are some risks around the timing of these developments, as well as how the stock still appears to be trending lower, on balance, we&#39;re upgrading Tesla to &#34;Buy.&#34;</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock has underperformed the S&P 500 by 45% since our initial bearish article in November.As shares have sold off and the company's financials have remained stable, the valuation is beginning to...</p>\n\n<a href=\"https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","TSLL":"Direxion Daily TSLA Bull 2X Shares","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","BK4588":"碎股","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4503":"景林资产持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4022":"陆运","BK4230":"旅客陆运","BK4505":"高瓴资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2426208194","content_text":"Tesla stock has underperformed the S&P 500 by 45% since our initial bearish article in November.As shares have sold off and the company's financials have remained stable, the valuation is beginning to look much more attractive.The potential success of Tesla's self-driving technology could unlock a new vertical for the company, powering higher growth and a more robust multiple.We're upgrading Tesla to a \"Buy.\"Justin Paget/DigitalVision via Getty ImagesThere are a number of sayings in finance, but one of our favorites is the following: \"When the time comes to buy, you won't want to.\"Essentially, at its core, it means that the best time to buy a given asset is when everyone else is maximally bearish on it. When this happens, fears are usually overblown, and it might be possible to secure a great price for a great asset over the long term.It's similar to Baron Rothschild's advice - \"Buy when there is blood in the streets, even if the blood is your own.\"Today, when it comes to Tesla, Inc. (NASDAQ:TSLA), it appears as though there is blood in the streets.Here on Seeking Alpha, there has been a slew of negative analysis on the company recently, which has coincided with a particularly weak period for the stock:Seeking AlphaIn fact, since our initial bearish coverage on Tesla last November, the stock has underperformed the S&P 500 (SP500) by a massive 45%:TradingViewThis is partially due to a number of factors that we discussed in our first article, including potential margin compression, slowing growth, and a particularly expensive valuation that was completely out of line with the rest of the industry.However, fast-forward to the present, and Tesla has continued to execute. Sure, growth has slowed, but as the stock has come in and nominal profits have continued to rise, the stock now appears more reasonably valued, and positive developments in the self-driving space could potentially unlock a wholly new, valuable vertical for the company, especially as the conventional auto business becomes more and more competitive.Today, we'll explore a couple of the reasons as to why we find ourselves more bullish on Tesla, as well as why we view this as a potential 'close-your-eyes-and-buy'-type moment.Sound good?Let's dive in.Tesla's FinancialsNo conversation about Tesla would be complete without a mention of the company's financials.In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it.On the profitability front, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion:10-KGross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has remained strong due to a non-cash tax release that has kept on-paper profitability high:Our 2023 GAAP net income was impacted by the recognition of one-time non-cash benefit of $5.9 billion from the release of valuation allowance on certain deferred tax assets. This was due to our recent history of sustained profitability and is similar to several other companies who have recently gone through a similar change in their account.On a cash basis, FCF did fall this year somewhat, but this has been an industry-wide trend as a number of automakers combat the same macro trends of inflation and higher commodity/input prices.That said, Tesla's management has done a good job of being disciplined with variable operating spend, keeping OpEx essentially flat from 2022.On the liquidity front, Tesla also remains in an incredibly strong position, boasting $29 billion in cash and equivalents, and only $2 billion in long-term debt.With interest payments being essentially inconsequential, the recent rise in interest rates, which has affected so many other companies, hasn't had much of an impact on shareholder equity, which should be the case going forward as well.Finally, on the growth front, prospects appear to be improving.In our initial article, we made the case that Tesla's range of opportunities was narrowing, given the company's astonishingly expensive stock price and lack of progress on producing new initiatives, like full self-drive (\"FSD\") and Optimus.In our view, Tesla was a company resting on the dual pillars of Autos and Energy, with a few interesting side projects to support those two aims.That could be changing.In December, Tesla launched FSD v12, which many have touted as a large upgrade over the previous self-driving models. This significant improvement is due to a full technological overhaul, which has converted the program's decision-making capability from rote memorization of C++ code into a fully automated system powered by neural nets.Subsequent V12.x upgrades have only improved this service further.Skeptics have largely dismissed this upgrade as incremental, but anecdotally, we're hearing from more and more friends about their recent experiences with Tesla EVs, and how good the new FSD model has been.Recently, we also got a ride through New York in a Tesla Uber, and the Uber driver fully let the new FSD program navigate its way to our destination. As far as threat surfaces, New York streets are quite a difficult challenge - they're jammed up with pedestrians, bikes, buses, trucks, and a number of other things that the new V12 FSD program handled with ease. Did we mention that it was dark, and raining?It really felt like you were being driven around by a human driver.Now, this served as a nice product demo, but we're also aware that Elon has consistently promised the world when it comes to FSD and robotaxis, and consistently missed the mark. For a summary of these misses, check out fellow SA contributor Anton Wahlman's recent article.That said, it appears as though momentum is building, and Elon recently announced that there would be a robotaxi unveil (presumably) later this year, in August.In terms of the economics, there's no question that a fully automated ride hailing service powered by Tesla FSD would boast better economics than current options like Uber (UBER) and Bolt - with lower prices for consumers, and similar margins for Tesla compared to the current ride-hailing giants.However, the interesting part, to us, is that should this service potentially launch and expand, it could add a third pillar to Tesla's business.This could potentially expand financial results, and it could also power faster growth, which could re-inflate the stock's valuation.This has been a well-known bullish talking point for a long time, but we're now finally seeing evidence that it could be closer than Elon's long track record of missed estimates suggests.Is Tesla A Good Value?None of this would mean much if the stock was still wildly expensive, but thankfully, between the improving profitability situation and the falling stock, things now appear far more reasonable for those looking to dip their toes in.Before, we calculated that if Tesla was valued like other automakers, the stock would probably be worth somewhere between $11 and $19 per share:PropNotesClearly, the market does not believe this to be the case, as Friday's close was around $164 per share.However, if Tesla were to successfully add a robotaxi fleet segment to its business - which, as a software business, would likely be very high margin - then Tesla's current top and bottom-line multiples, which lie at 5x sales and 38x earnings, suddenly appear much more reasonable:TradingViewIn fact, if you extrapolate out a conservative historical top-line sales multiple at 7x revenue, then, when combined with analyst's averaged growth estimates over the next few years, TSLA shares actually look relatively cheap - for the first time in a long time:FAST GraphsZooming out, the last time that Tesla traded at a low 5x handle multiple was in late December 2022, which proved to be a concrete bottom in the stock.Almost a year and a half on now from that price plunge, things are back at that point, and we're comfortable saying that the risks are now firmly to the upside, as maximal bearish chatter swells, and the price continues to dip.Remember - when the time comes to buy, you won't want to.RisksThere are a number of risks to our \"Buy\" thesis.First, we could be too early to the robotaxi thesis, as so many other analysts before us have been. It could take more months, or even more years, for a fully functional ride hailing service to launch, if one even launches at all.That said, momentum seems to be building towards this new business driver, which, we think, could send the stock on another leg higher.Additionally, negative momentum in the stock has been strong, and catching a falling knife is a great way to get cut:TradingViewOur weekly momentum indicator, which is based on a smoothed Heiken Ashi setup, shows that things are still firmly \"Red.\"Plus, with a \"true\" base of value, (as an auto company) at a price WAY lower than where things are currently trading, there's still plenty of room for negative sentiment around FSD and robotaxis to send the stock lower. With so much speculation built into the valuation, the \"floor\" of value could take a while to find.Just because something appears to be a good value doesn't mean that the market will agree anytime soon.SummaryThat said, if you're on the sidelines, now appears to be as good a time as any to begin snapping up shares. We think that over the long term, Tesla's business will likely remain supported by its two key pillars in Auto and Energy.Analysts are projecting solid top and bottom-line results as the company continues to streamline operations and test out advertising formats, which makes the stock relatively attractive on valuation and growth alone.Then, if robotaxis end up coming to fruition, the current price really looks like a steal.While there are some risks around the timing of these developments, as well as how the stock still appears to be trending lower, on balance, we're upgrading Tesla to \"Buy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":292015232983248,"gmtCreate":1712318699070,"gmtModify":1712318702861,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Half","listText":"Half","text":"Half","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292015232983248","repostId":"1183164685","repostType":2,"repost":{"id":"1183164685","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712320994,"share":"https://www.laohu8.com/m/news/1183164685?lang=&edition=full","pubTime":"2024-04-05 20:43","market":"us","language":"en","title":"Pre-Bell | Nasdaq Futures Rise over 100 Points As Jobs Report Tops Expectations; This Biopharma Stock Soars 27% ","url":"https://stock-news.laohu8.com/highlight/detail?id=1183164685","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Friday, a day after equities slumped on hawkish remarks from Federal Reserve officials on interest rate cuts, while investors braced for a key jobs report that could h","content":"<html><head></head><body><p>U.S. stock index futures rose on Friday, a day after equities slumped on hawkish remarks from Federal Reserve officials on interest rate cuts.</p><p>Job growth totaled 303,000 in March, better than expected, and unemployment was 3.8%.</p><p>Nonfarm payrolls were expected to increase by 200,000 in March and the unemployment rate was forecast to decrease to 3.8%, according to Dow Jones estimates.</p><h2 id=\"id_2958952556\">Market Snapshot</h2><p>At 8:40 a.m. ET, Dow e-minis were up 134 points, or 0.34%, S&amp;P 500 e-minis were up 25 points, or 0.48% and Nasdaq 100 e-minis were up 107.75 points, or 0.60%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9781ed4aa652b29b8627bf07085e96f8\" tg-width=\"456\" tg-height=\"243\"/></p><h2 id=\"id_470868418\">Pre-Market Movers</h2><p>Most megacap growth stocks edged up in premarket trading, with <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> up between 0.5% and 0.7%.</p><p><a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme </a> gained 4.4% in premarket trading after Piper Sandler upgraded the doughnut chain to &#39;overweight&#39; from &#39;neutral.&#39;</p><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> rose 1.6%, rebounding from an over 8% fall on Thursday.</p><p><a href=\"https://laohu8.com/S/CADL\">Candel Therapeutics</a> shares were up 26.88%, to $8.12, after the company said it saw positive interim data from a phase 2 clinical trial of CAN-2409 in non-metastatic pancreatic cancer. Shares of Candel Therapeutics surged 280% on Thursday.</p><p><a href=\"https://laohu8.com/S/SGML\">Sigma Lithium</a>&#39;s stock jumped 2.9% in premarket trading. Chief executive said she won&#39;t sell the miner at current lithium price levels and is concentrating on its near-term expansion plans.</p><p><a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> was up 1% after the stock jumped 5% on Thursday following a report from Reuters that said  Alphabet  has been talking to its advisers about making an offer for the marketing software company.</p><p><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a> has agreed to acquire <a href=\"https://laohu8.com/S/SWAV\">Shockwave Medical</a> for $335.00 per share in cash, indicating roughly $13.1B in enterprise value for the cardiovascular device maker, the companies announced Friday. JNJ and SWAV traded marginally higher after the announcement, which followed recent media reports about the pending transaction.</p><h2 id=\"id_3128482877\">Market News</h2><h3 id=\"id_2633964148\">Apple Cut at Least 600 Workers When Car, Screen Projects Stopped</h3><p>Apple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Department.</p><p style=\"text-align: start;\">The Cupertino, California-based company filed eight separate reports to the state to comply with the Worker Adjustment and Retraining Notification, or WARN program. Companies must file a report to the state agency for each California address that includes employees affected by a layoff.</p><h3 id=\"id_245972544\">Disney to Start Cracking Down on Password-Sharing From June</h3><p>Walt Disney&#39;s streaming service will start cracking down on password-sharing from June, CEO Bob Iger said on Thursday, as the entertainment conglomerate looks to boost subscriber growth and make the business profitable.</p><p>Iger also signaled a need for consolidation in the streaming industry and said Disney was &#34;eventually&#34; looking at double-digit margins for the business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell | Nasdaq Futures Rise over 100 Points As Jobs Report Tops Expectations; This Biopharma Stock Soars 27% </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; 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color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell | Nasdaq Futures Rise over 100 Points As Jobs Report Tops Expectations; This Biopharma Stock Soars 27% \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-05 20:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures rose on Friday, a day after equities slumped on hawkish remarks from Federal Reserve officials on interest rate cuts.</p><p>Job growth totaled 303,000 in March, better than expected, and unemployment was 3.8%.</p><p>Nonfarm payrolls were expected to increase by 200,000 in March and the unemployment rate was forecast to decrease to 3.8%, according to Dow Jones estimates.</p><h2 id=\"id_2958952556\">Market Snapshot</h2><p>At 8:40 a.m. ET, Dow e-minis were up 134 points, or 0.34%, S&amp;P 500 e-minis were up 25 points, or 0.48% and Nasdaq 100 e-minis were up 107.75 points, or 0.60%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9781ed4aa652b29b8627bf07085e96f8\" tg-width=\"456\" tg-height=\"243\"/></p><h2 id=\"id_470868418\">Pre-Market Movers</h2><p>Most megacap growth stocks edged up in premarket trading, with <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> up between 0.5% and 0.7%.</p><p><a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme </a> gained 4.4% in premarket trading after Piper Sandler upgraded the doughnut chain to &#39;overweight&#39; from &#39;neutral.&#39;</p><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> rose 1.6%, rebounding from an over 8% fall on Thursday.</p><p><a href=\"https://laohu8.com/S/CADL\">Candel Therapeutics</a> shares were up 26.88%, to $8.12, after the company said it saw positive interim data from a phase 2 clinical trial of CAN-2409 in non-metastatic pancreatic cancer. Shares of Candel Therapeutics surged 280% on Thursday.</p><p><a href=\"https://laohu8.com/S/SGML\">Sigma Lithium</a>&#39;s stock jumped 2.9% in premarket trading. Chief executive said she won&#39;t sell the miner at current lithium price levels and is concentrating on its near-term expansion plans.</p><p><a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> was up 1% after the stock jumped 5% on Thursday following a report from Reuters that said  Alphabet  has been talking to its advisers about making an offer for the marketing software company.</p><p><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a> has agreed to acquire <a href=\"https://laohu8.com/S/SWAV\">Shockwave Medical</a> for $335.00 per share in cash, indicating roughly $13.1B in enterprise value for the cardiovascular device maker, the companies announced Friday. JNJ and SWAV traded marginally higher after the announcement, which followed recent media reports about the pending transaction.</p><h2 id=\"id_3128482877\">Market News</h2><h3 id=\"id_2633964148\">Apple Cut at Least 600 Workers When Car, Screen Projects Stopped</h3><p>Apple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Department.</p><p style=\"text-align: start;\">The Cupertino, California-based company filed eight separate reports to the state to comply with the Worker Adjustment and Retraining Notification, or WARN program. Companies must file a report to the state agency for each California address that includes employees affected by a layoff.</p><h3 id=\"id_245972544\">Disney to Start Cracking Down on Password-Sharing From June</h3><p>Walt Disney&#39;s streaming service will start cracking down on password-sharing from June, CEO Bob Iger said on Thursday, as the entertainment conglomerate looks to boost subscriber growth and make the business profitable.</p><p>Iger also signaled a need for consolidation in the streaming industry and said Disney was &#34;eventually&#34; looking at double-digit margins for the business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183164685","content_text":"U.S. stock index futures rose on Friday, a day after equities slumped on hawkish remarks from Federal Reserve officials on interest rate cuts.Job growth totaled 303,000 in March, better than expected, and unemployment was 3.8%.Nonfarm payrolls were expected to increase by 200,000 in March and the unemployment rate was forecast to decrease to 3.8%, according to Dow Jones estimates.Market SnapshotAt 8:40 a.m. ET, Dow e-minis were up 134 points, or 0.34%, S&P 500 e-minis were up 25 points, or 0.48% and Nasdaq 100 e-minis were up 107.75 points, or 0.60%.Pre-Market MoversMost megacap growth stocks edged up in premarket trading, with Tesla, Nvidia and Amazon.com up between 0.5% and 0.7%.Krispy Kreme  gained 4.4% in premarket trading after Piper Sandler upgraded the doughnut chain to 'overweight' from 'neutral.'Advanced Micro Devices  rose 1.6%, rebounding from an over 8% fall on Thursday.Candel Therapeutics shares were up 26.88%, to $8.12, after the company said it saw positive interim data from a phase 2 clinical trial of CAN-2409 in non-metastatic pancreatic cancer. Shares of Candel Therapeutics surged 280% on Thursday.Sigma Lithium's stock jumped 2.9% in premarket trading. Chief executive said she won't sell the miner at current lithium price levels and is concentrating on its near-term expansion plans.HubSpot was up 1% after the stock jumped 5% on Thursday following a report from Reuters that said  Alphabet  has been talking to its advisers about making an offer for the marketing software company.Johnson & Johnson has agreed to acquire Shockwave Medical for $335.00 per share in cash, indicating roughly $13.1B in enterprise value for the cardiovascular device maker, the companies announced Friday. JNJ and SWAV traded marginally higher after the announcement, which followed recent media reports about the pending transaction.Market NewsApple Cut at Least 600 Workers When Car, Screen Projects StoppedApple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Department.The Cupertino, California-based company filed eight separate reports to the state to comply with the Worker Adjustment and Retraining Notification, or WARN program. Companies must file a report to the state agency for each California address that includes employees affected by a layoff.Disney to Start Cracking Down on Password-Sharing From JuneWalt Disney's streaming service will start cracking down on password-sharing from June, CEO Bob Iger said on Thursday, as the entertainment conglomerate looks to boost subscriber growth and make the business profitable.Iger also signaled a need for consolidation in the streaming industry and said Disney was \"eventually\" looking at double-digit margins for the business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":292014698172552,"gmtCreate":1712318670073,"gmtModify":1712318673730,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Update&nbsp;","listText":"Update&nbsp;","text":"Update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292014698172552","repostId":"1183164685","repostType":2,"repost":{"id":"1183164685","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712320994,"share":"https://www.laohu8.com/m/news/1183164685?lang=&edition=full","pubTime":"2024-04-05 20:43","market":"us","language":"en","title":"Pre-Bell | Nasdaq Futures Rise over 100 Points As Jobs Report Tops Expectations; This Biopharma Stock Soars 27% ","url":"https://stock-news.laohu8.com/highlight/detail?id=1183164685","media":"Tiger Newspress","summary":"U.S. stock index futures rose on Friday, a day after equities slumped on hawkish remarks from Federal Reserve officials on interest rate cuts, while investors braced for a key jobs report that could h","content":"<html><head></head><body><p>U.S. stock index futures rose on Friday, a day after equities slumped on hawkish remarks from Federal Reserve officials on interest rate cuts.</p><p>Job growth totaled 303,000 in March, better than expected, and unemployment was 3.8%.</p><p>Nonfarm payrolls were expected to increase by 200,000 in March and the unemployment rate was forecast to decrease to 3.8%, according to Dow Jones estimates.</p><h2 id=\"id_2958952556\">Market Snapshot</h2><p>At 8:40 a.m. ET, Dow e-minis were up 134 points, or 0.34%, S&amp;P 500 e-minis were up 25 points, or 0.48% and Nasdaq 100 e-minis were up 107.75 points, or 0.60%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9781ed4aa652b29b8627bf07085e96f8\" tg-width=\"456\" tg-height=\"243\"/></p><h2 id=\"id_470868418\">Pre-Market Movers</h2><p>Most megacap growth stocks edged up in premarket trading, with <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> up between 0.5% and 0.7%.</p><p><a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme </a> gained 4.4% in premarket trading after Piper Sandler upgraded the doughnut chain to &#39;overweight&#39; from &#39;neutral.&#39;</p><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> rose 1.6%, rebounding from an over 8% fall on Thursday.</p><p><a href=\"https://laohu8.com/S/CADL\">Candel Therapeutics</a> shares were up 26.88%, to $8.12, after the company said it saw positive interim data from a phase 2 clinical trial of CAN-2409 in non-metastatic pancreatic cancer. Shares of Candel Therapeutics surged 280% on Thursday.</p><p><a href=\"https://laohu8.com/S/SGML\">Sigma Lithium</a>&#39;s stock jumped 2.9% in premarket trading. Chief executive said she won&#39;t sell the miner at current lithium price levels and is concentrating on its near-term expansion plans.</p><p><a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> was up 1% after the stock jumped 5% on Thursday following a report from Reuters that said  Alphabet  has been talking to its advisers about making an offer for the marketing software company.</p><p><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a> has agreed to acquire <a href=\"https://laohu8.com/S/SWAV\">Shockwave Medical</a> for $335.00 per share in cash, indicating roughly $13.1B in enterprise value for the cardiovascular device maker, the companies announced Friday. JNJ and SWAV traded marginally higher after the announcement, which followed recent media reports about the pending transaction.</p><h2 id=\"id_3128482877\">Market News</h2><h3 id=\"id_2633964148\">Apple Cut at Least 600 Workers When Car, Screen Projects Stopped</h3><p>Apple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Department.</p><p style=\"text-align: start;\">The Cupertino, California-based company filed eight separate reports to the state to comply with the Worker Adjustment and Retraining Notification, or WARN program. Companies must file a report to the state agency for each California address that includes employees affected by a layoff.</p><h3 id=\"id_245972544\">Disney to Start Cracking Down on Password-Sharing From June</h3><p>Walt Disney&#39;s streaming service will start cracking down on password-sharing from June, CEO Bob Iger said on Thursday, as the entertainment conglomerate looks to boost subscriber growth and make the business profitable.</p><p>Iger also signaled a need for consolidation in the streaming industry and said Disney was &#34;eventually&#34; looking at double-digit margins for the business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell | Nasdaq Futures Rise over 100 Points As Jobs Report Tops Expectations; This Biopharma Stock Soars 27% </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; 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color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell | Nasdaq Futures Rise over 100 Points As Jobs Report Tops Expectations; This Biopharma Stock Soars 27% \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-05 20:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures rose on Friday, a day after equities slumped on hawkish remarks from Federal Reserve officials on interest rate cuts.</p><p>Job growth totaled 303,000 in March, better than expected, and unemployment was 3.8%.</p><p>Nonfarm payrolls were expected to increase by 200,000 in March and the unemployment rate was forecast to decrease to 3.8%, according to Dow Jones estimates.</p><h2 id=\"id_2958952556\">Market Snapshot</h2><p>At 8:40 a.m. ET, Dow e-minis were up 134 points, or 0.34%, S&amp;P 500 e-minis were up 25 points, or 0.48% and Nasdaq 100 e-minis were up 107.75 points, or 0.60%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9781ed4aa652b29b8627bf07085e96f8\" tg-width=\"456\" tg-height=\"243\"/></p><h2 id=\"id_470868418\">Pre-Market Movers</h2><p>Most megacap growth stocks edged up in premarket trading, with <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> up between 0.5% and 0.7%.</p><p><a href=\"https://laohu8.com/S/DNUT\">Krispy Kreme </a> gained 4.4% in premarket trading after Piper Sandler upgraded the doughnut chain to &#39;overweight&#39; from &#39;neutral.&#39;</p><p><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> rose 1.6%, rebounding from an over 8% fall on Thursday.</p><p><a href=\"https://laohu8.com/S/CADL\">Candel Therapeutics</a> shares were up 26.88%, to $8.12, after the company said it saw positive interim data from a phase 2 clinical trial of CAN-2409 in non-metastatic pancreatic cancer. Shares of Candel Therapeutics surged 280% on Thursday.</p><p><a href=\"https://laohu8.com/S/SGML\">Sigma Lithium</a>&#39;s stock jumped 2.9% in premarket trading. Chief executive said she won&#39;t sell the miner at current lithium price levels and is concentrating on its near-term expansion plans.</p><p><a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> was up 1% after the stock jumped 5% on Thursday following a report from Reuters that said  Alphabet  has been talking to its advisers about making an offer for the marketing software company.</p><p><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a> has agreed to acquire <a href=\"https://laohu8.com/S/SWAV\">Shockwave Medical</a> for $335.00 per share in cash, indicating roughly $13.1B in enterprise value for the cardiovascular device maker, the companies announced Friday. JNJ and SWAV traded marginally higher after the announcement, which followed recent media reports about the pending transaction.</p><h2 id=\"id_3128482877\">Market News</h2><h3 id=\"id_2633964148\">Apple Cut at Least 600 Workers When Car, Screen Projects Stopped</h3><p>Apple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Department.</p><p style=\"text-align: start;\">The Cupertino, California-based company filed eight separate reports to the state to comply with the Worker Adjustment and Retraining Notification, or WARN program. Companies must file a report to the state agency for each California address that includes employees affected by a layoff.</p><h3 id=\"id_245972544\">Disney to Start Cracking Down on Password-Sharing From June</h3><p>Walt Disney&#39;s streaming service will start cracking down on password-sharing from June, CEO Bob Iger said on Thursday, as the entertainment conglomerate looks to boost subscriber growth and make the business profitable.</p><p>Iger also signaled a need for consolidation in the streaming industry and said Disney was &#34;eventually&#34; looking at double-digit margins for the business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183164685","content_text":"U.S. stock index futures rose on Friday, a day after equities slumped on hawkish remarks from Federal Reserve officials on interest rate cuts.Job growth totaled 303,000 in March, better than expected, and unemployment was 3.8%.Nonfarm payrolls were expected to increase by 200,000 in March and the unemployment rate was forecast to decrease to 3.8%, according to Dow Jones estimates.Market SnapshotAt 8:40 a.m. ET, Dow e-minis were up 134 points, or 0.34%, S&P 500 e-minis were up 25 points, or 0.48% and Nasdaq 100 e-minis were up 107.75 points, or 0.60%.Pre-Market MoversMost megacap growth stocks edged up in premarket trading, with Tesla, Nvidia and Amazon.com up between 0.5% and 0.7%.Krispy Kreme  gained 4.4% in premarket trading after Piper Sandler upgraded the doughnut chain to 'overweight' from 'neutral.'Advanced Micro Devices  rose 1.6%, rebounding from an over 8% fall on Thursday.Candel Therapeutics shares were up 26.88%, to $8.12, after the company said it saw positive interim data from a phase 2 clinical trial of CAN-2409 in non-metastatic pancreatic cancer. Shares of Candel Therapeutics surged 280% on Thursday.Sigma Lithium's stock jumped 2.9% in premarket trading. Chief executive said she won't sell the miner at current lithium price levels and is concentrating on its near-term expansion plans.HubSpot was up 1% after the stock jumped 5% on Thursday following a report from Reuters that said  Alphabet  has been talking to its advisers about making an offer for the marketing software company.Johnson & Johnson has agreed to acquire Shockwave Medical for $335.00 per share in cash, indicating roughly $13.1B in enterprise value for the cardiovascular device maker, the companies announced Friday. JNJ and SWAV traded marginally higher after the announcement, which followed recent media reports about the pending transaction.Market NewsApple Cut at Least 600 Workers When Car, Screen Projects StoppedApple Inc. laid off more than 600 employees in California as part of the decisions to end its car and smartwatch display projects, according to filings with the California Employment Development Department.The Cupertino, California-based company filed eight separate reports to the state to comply with the Worker Adjustment and Retraining Notification, or WARN program. Companies must file a report to the state agency for each California address that includes employees affected by a layoff.Disney to Start Cracking Down on Password-Sharing From JuneWalt Disney's streaming service will start cracking down on password-sharing from June, CEO Bob Iger said on Thursday, as the entertainment conglomerate looks to boost subscriber growth and make the business profitable.Iger also signaled a need for consolidation in the streaming industry and said Disney was \"eventually\" looking at double-digit margins for the business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291931624435920,"gmtCreate":1712298286827,"gmtModify":1712298290630,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Half","listText":"Half","text":"Half","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291931624435920","repostId":"2425343186","repostType":2,"repost":{"id":"2425343186","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712283000,"share":"https://www.laohu8.com/m/news/2425343186?lang=&edition=full","pubTime":"2024-04-05 10:10","market":"us","language":"en","title":"High-Stakes Jobs Report Has Stock-Market Investors on Edge. Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2425343186","media":"Dow Jones","summary":"Equities could stumble if data dents June rate-cut hopes: strategist. Friday is jobs-report day. That means stakes are high for a stock-market rally that's faltered this week as investors assess the likelihood of rate cuts by the Federal Reserve later this year.Economists surveyed by the Wall Street Journal, on average, look for nonfarm payrolls to show a rise of 200,000 in March, with the unemployment rate expected to tick down from 3.9% to 3.8%. Growth in hourly wages is expected to slow to a year-over-year rate of 4.1% from 4.3% in February.The setup for the stock market heading into the release of the Labor Department's April employment report at 8:30 a.m. Eastern is a bit out of the ordinary, Tom Essaye, founder of Sevens Report Research, said in a Thursday note.While either a \"too hot\" or \"too cold\" jobs figure is often sufficient to spark a market selloff, the biggest danger on Friday is firmly tilted toward a stronger-than-expected reading, he said.Stock Market Today: Timing of","content":"<html><head></head><body><p>Equities could stumble if data dents June rate-cut hopes, strategist says</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ce0c6e6ec28930c5bb7fb6245266c77b\" alt=\"How hot is too hot? \" title=\"How hot is too hot? \" tg-width=\"924\" tg-height=\"613\"/><span>How hot is too hot? </span></p><p>Friday is jobs-report day. That means stakes are high for a stock-market rally that’s faltered this week as investors assess the likelihood of rate cuts by the Federal Reserve later this year.</p><p style=\"text-align: start;\">Economists surveyed by the Wall Street Journal, on average, look for nonfarm payrolls to show a rise of 200,000 in March, with the unemployment rate expected to tick down from 3.9% to 3.8%. Growth in hourly wages is expected to slow to a year-over-year rate of 4.1%, from 4.3% in February.</p><p>The setup for the stock market heading into the release of the Labor Department’s April employment report at 8:30 a.m. Eastern time is a bit out of the ordinary, Tom Essaye, founder of Sevens Report Research, said in a Thursday note.</p><p style=\"text-align: start;\">While either a “too hot” or “too cold” jobs figure is often sufficient to spark a market selloff, the biggest danger on Friday is firmly tilted toward a stronger-than-expected reading, he said.</p><p style=\"text-align: start;\">“Investors are on edge the Fed may delay rate cuts from June until later in the summer (or late in 2024) if we get another hot employment report,” Essaye wrote. ”If that occurs, expect a partial repeat of Tuesday,” when the Dow Jones Industrial Average fell nearly 400 points, or 1%, while the S&amp;P 500 lost 0.7% and the Nasdaq Composite declined 1%.</p><p>Those concerns were underlined Thursday afternoon after Minneapolis Fed President Neel Kashkari said he had penciled in two rate cuts for 2024 but that it was possible none would be delivered if inflation continued to move sideways. Stocks accelerated a selloff after the remarks, with the Dow slumping around 530 points, or 1.4%, and the S&amp;P 500 sliding 1.2%.</p><p style=\"text-align: start;\">Of course, investors had come into 2024 expecting the Fed to deliver as many as six quarter-point rate cuts by year-end, beginning in March. Those expectations were whittled down to around three rate cuts, March came and went with no cut, and stocks still rallied to a series of record highs, with the S&amp;P 500 logging a first-quarter gain of around 10%.</p><p style=\"text-align: start;\">Fed-funds futures on Thursday afternoon reflected a 40.7% probability policy makers will leave the key rate unchanged at their June meeting, according to the CME FedWatch Tool.</p><p style=\"text-align: start;\">The problem, Essaye said, is that a “too hot” figure — some combination of payrolls over 250,000, an unemployment rate above 3.7% or wage growth of more than 4.3% — would spark another jump in Treasury yields such as that seen earlier this week. That could push the 10-year yield BX:TMUBMUSD10Y, trading near 4.31% Thursday afternoon, further out of the “stock-positive” trading range of 3.75% to 4.25%.</p><p style=\"text-align: start;\">In fact, the jump in yields that is likely after a figure that hot could knock the S&amp;P 500 down by 1% or more, while defensive sectors such as utilities, healthcare and staples would be expected to outperform.</p><p style=\"text-align: start;\">A “just right” figure largely in line with expectations could spark a modest “relief rally” for stocks, he said, while a “too cold” figure, such as a payrolls rise of less than 50,000, would raise questions about the health of the economy. Such a reading would contribute to fears over the strength of the economy but could also spark a short-term “bad is good” reaction as Treasury yields pull back, Essaye argued.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>High-Stakes Jobs Report Has Stock-Market Investors on Edge. Here's Why</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\">\nHigh-Stakes Jobs Report Has Stock-Market Investors on Edge. Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-05 10:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Equities could stumble if data dents June rate-cut hopes, strategist says</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ce0c6e6ec28930c5bb7fb6245266c77b\" alt=\"How hot is too hot? \" title=\"How hot is too hot? \" tg-width=\"924\" tg-height=\"613\"/><span>How hot is too hot? </span></p><p>Friday is jobs-report day. That means stakes are high for a stock-market rally that’s faltered this week as investors assess the likelihood of rate cuts by the Federal Reserve later this year.</p><p style=\"text-align: start;\">Economists surveyed by the Wall Street Journal, on average, look for nonfarm payrolls to show a rise of 200,000 in March, with the unemployment rate expected to tick down from 3.9% to 3.8%. Growth in hourly wages is expected to slow to a year-over-year rate of 4.1%, from 4.3% in February.</p><p>The setup for the stock market heading into the release of the Labor Department’s April employment report at 8:30 a.m. Eastern time is a bit out of the ordinary, Tom Essaye, founder of Sevens Report Research, said in a Thursday note.</p><p style=\"text-align: start;\">While either a “too hot” or “too cold” jobs figure is often sufficient to spark a market selloff, the biggest danger on Friday is firmly tilted toward a stronger-than-expected reading, he said.</p><p style=\"text-align: start;\">“Investors are on edge the Fed may delay rate cuts from June until later in the summer (or late in 2024) if we get another hot employment report,” Essaye wrote. ”If that occurs, expect a partial repeat of Tuesday,” when the Dow Jones Industrial Average fell nearly 400 points, or 1%, while the S&amp;P 500 lost 0.7% and the Nasdaq Composite declined 1%.</p><p>Those concerns were underlined Thursday afternoon after Minneapolis Fed President Neel Kashkari said he had penciled in two rate cuts for 2024 but that it was possible none would be delivered if inflation continued to move sideways. Stocks accelerated a selloff after the remarks, with the Dow slumping around 530 points, or 1.4%, and the S&amp;P 500 sliding 1.2%.</p><p style=\"text-align: start;\">Of course, investors had come into 2024 expecting the Fed to deliver as many as six quarter-point rate cuts by year-end, beginning in March. Those expectations were whittled down to around three rate cuts, March came and went with no cut, and stocks still rallied to a series of record highs, with the S&amp;P 500 logging a first-quarter gain of around 10%.</p><p style=\"text-align: start;\">Fed-funds futures on Thursday afternoon reflected a 40.7% probability policy makers will leave the key rate unchanged at their June meeting, according to the CME FedWatch Tool.</p><p style=\"text-align: start;\">The problem, Essaye said, is that a “too hot” figure — some combination of payrolls over 250,000, an unemployment rate above 3.7% or wage growth of more than 4.3% — would spark another jump in Treasury yields such as that seen earlier this week. That could push the 10-year yield BX:TMUBMUSD10Y, trading near 4.31% Thursday afternoon, further out of the “stock-positive” trading range of 3.75% to 4.25%.</p><p style=\"text-align: start;\">In fact, the jump in yields that is likely after a figure that hot could knock the S&amp;P 500 down by 1% or more, while defensive sectors such as utilities, healthcare and staples would be expected to outperform.</p><p style=\"text-align: start;\">A “just right” figure largely in line with expectations could spark a modest “relief rally” for stocks, he said, while a “too cold” figure, such as a payrolls rise of less than 50,000, would raise questions about the health of the economy. Such a reading would contribute to fears over the strength of the economy but could also spark a short-term “bad is good” reaction as Treasury yields pull back, Essaye argued.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4585":"ETF&股票定投概念",".SPX":"S&P 500 Index","BK4588":"碎股","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4504":"桥水持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425343186","content_text":"Equities could stumble if data dents June rate-cut hopes, strategist saysHow hot is too hot? Friday is jobs-report day. That means stakes are high for a stock-market rally that’s faltered this week as investors assess the likelihood of rate cuts by the Federal Reserve later this year.Economists surveyed by the Wall Street Journal, on average, look for nonfarm payrolls to show a rise of 200,000 in March, with the unemployment rate expected to tick down from 3.9% to 3.8%. Growth in hourly wages is expected to slow to a year-over-year rate of 4.1%, from 4.3% in February.The setup for the stock market heading into the release of the Labor Department’s April employment report at 8:30 a.m. Eastern time is a bit out of the ordinary, Tom Essaye, founder of Sevens Report Research, said in a Thursday note.While either a “too hot” or “too cold” jobs figure is often sufficient to spark a market selloff, the biggest danger on Friday is firmly tilted toward a stronger-than-expected reading, he said.“Investors are on edge the Fed may delay rate cuts from June until later in the summer (or late in 2024) if we get another hot employment report,” Essaye wrote. ”If that occurs, expect a partial repeat of Tuesday,” when the Dow Jones Industrial Average fell nearly 400 points, or 1%, while the S&P 500 lost 0.7% and the Nasdaq Composite declined 1%.Those concerns were underlined Thursday afternoon after Minneapolis Fed President Neel Kashkari said he had penciled in two rate cuts for 2024 but that it was possible none would be delivered if inflation continued to move sideways. Stocks accelerated a selloff after the remarks, with the Dow slumping around 530 points, or 1.4%, and the S&P 500 sliding 1.2%.Of course, investors had come into 2024 expecting the Fed to deliver as many as six quarter-point rate cuts by year-end, beginning in March. Those expectations were whittled down to around three rate cuts, March came and went with no cut, and stocks still rallied to a series of record highs, with the S&P 500 logging a first-quarter gain of around 10%.Fed-funds futures on Thursday afternoon reflected a 40.7% probability policy makers will leave the key rate unchanged at their June meeting, according to the CME FedWatch Tool.The problem, Essaye said, is that a “too hot” figure — some combination of payrolls over 250,000, an unemployment rate above 3.7% or wage growth of more than 4.3% — would spark another jump in Treasury yields such as that seen earlier this week. That could push the 10-year yield BX:TMUBMUSD10Y, trading near 4.31% Thursday afternoon, further out of the “stock-positive” trading range of 3.75% to 4.25%.In fact, the jump in yields that is likely after a figure that hot could knock the S&P 500 down by 1% or more, while defensive sectors such as utilities, healthcare and staples would be expected to outperform.A “just right” figure largely in line with expectations could spark a modest “relief rally” for stocks, he said, while a “too cold” figure, such as a payrolls rise of less than 50,000, would raise questions about the health of the economy. Such a reading would contribute to fears over the strength of the economy but could also spark a short-term “bad is good” reaction as Treasury yields pull back, Essaye argued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288688686170336,"gmtCreate":1711513366318,"gmtModify":1711513369500,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp; Update&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp; Update&nbsp;","text":"$Apple(AAPL)$ Update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288688686170336","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288561126404136,"gmtCreate":1711482138903,"gmtModify":1711482142500,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> hard storag update product&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> hard storag update product&nbsp;","text":"$Tesla Motors(TSLA)$ hard storag update product","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288561126404136","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288539347468608,"gmtCreate":1711476918212,"gmtModify":1711476922245,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288539347468608","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271159500869920,"gmtCreate":1707238846436,"gmtModify":1707238849743,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271159500869920","repostId":"1144225858","repostType":4,"repost":{"id":"1144225858","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1707231275,"share":"https://www.laohu8.com/m/news/1144225858?lang=&edition=full","pubTime":"2024-02-06 22:54","market":"us","language":"en","title":"EV Stocks Rallied in Morning Trading with XPeng Jumping Over 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144225858","media":"Tiger Newspress","summary":"EV stocks rallied in morning trading with XPeng jumping over 9%.","content":"<html><head></head><body><p>EV stocks rallied in morning trading with XPeng jumping over 9%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3409bd9e6b0f09bf1cdaa43d43a62563\" tg-width=\"250\" tg-height=\"494\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Rallied in Morning Trading with XPeng Jumping Over 9%</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\">\nEV Stocks Rallied in Morning Trading with XPeng Jumping Over 9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-06 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rallied in morning trading with XPeng jumping over 9%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3409bd9e6b0f09bf1cdaa43d43a62563\" tg-width=\"250\" tg-height=\"494\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144225858","content_text":"EV stocks rallied in morning trading with XPeng jumping over 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269535672815808,"gmtCreate":1706821567122,"gmtModify":1706821569893,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> update&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> update&nbsp;","text":"$Apple(AAPL)$ update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269535672815808","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269534135287904,"gmtCreate":1706821073441,"gmtModify":1706821076141,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Update for up fo anything Save acunt<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ </a> ok","listText":"Update for up fo anything Save acunt<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ </a> ok","text":"Update for up fo anything Save acunt$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269534135287904","repostId":"1147218574","repostType":4,"repost":{"id":"1147218574","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1706801400,"share":"https://www.laohu8.com/m/news/1147218574?lang=&edition=full","pubTime":"2024-02-01 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1147218574","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Oppenheimer reiterates Apple as outperformOppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.“We expect AAPL to re","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_3356867913\" style=\"text-align: start;\">Oppenheimer reiterates Apple as outperform</h2><p>Oppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.</p><p>“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”</p><h2 id=\"id_2543950503\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Tesla as sell</h2><p>Redburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.</p><p>“Messages from last week’s Q4 results add conviction to our Sell thesis.”</p><h2 id=\"id_1554525071\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said it’s standing by the tech giant after its earnings report earlier this week.</p><p>“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.</p><h2 id=\"id_193539939\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho said it’s standing by the stock heading into its GTC Conference in March.</p><p>“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”</p><h2 id=\"id_2671456717\" style=\"text-align: start;\">Citi downgrades Qualcomm to neutral from buy</h2><p>Citi downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.</p><p>“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”</p><h2 id=\"id_1917196671\" style=\"text-align: start;\">Morgan Stanley reiterates General Motors as overweight</h2><p>Morgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”</p><p>“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”</p><h2 id=\"id_848650227\" style=\"text-align: start;\">JPMorgan upgrades AT&amp;T to overweight from neutral</h2><p>JPMorgan said in its upgrade of AT&amp;T that the stock has an attractive valuation.</p><p>“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”</p><h2 id=\"id_707847453\" style=\"text-align: start;\">RBC downgrades New York Community Bancorp to sector perform from outperform</h2><p>RBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.</p><p>“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”</p><h2 id=\"id_1674329846\" style=\"text-align: start;\">Morgan Stanley reiterates Bloom Energy as overweight</h2><p>Morgan Stanley said the energy company is an “underappreciated AI winner.”</p><p>“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Tesla, Microsoft, Nvidia, Qualcomm, General Motors and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-01 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2 id=\"id_3356867913\" style=\"text-align: start;\">Oppenheimer reiterates Apple as outperform</h2><p>Oppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.</p><p>“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”</p><h2 id=\"id_2543950503\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Tesla as sell</h2><p>Redburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.</p><p>“Messages from last week’s Q4 results add conviction to our Sell thesis.”</p><h2 id=\"id_1554525071\" style=\"text-align: start;\">Goldman Sachs reiterates Microsoft as buy</h2><p>Goldman said it’s standing by the tech giant after its earnings report earlier this week.</p><p>“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.</p><h2 id=\"id_193539939\" style=\"text-align: start;\">Mizuho reiterates Nvidia as buy</h2><p>Mizuho said it’s standing by the stock heading into its GTC Conference in March.</p><p>“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”</p><h2 id=\"id_2671456717\" style=\"text-align: start;\">Citi downgrades Qualcomm to neutral from buy</h2><p>Citi downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.</p><p>“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”</p><h2 id=\"id_1917196671\" style=\"text-align: start;\">Morgan Stanley reiterates General Motors as overweight</h2><p>Morgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”</p><p>“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”</p><h2 id=\"id_848650227\" style=\"text-align: start;\">JPMorgan upgrades AT&amp;T to overweight from neutral</h2><p>JPMorgan said in its upgrade of AT&amp;T that the stock has an attractive valuation.</p><p>“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”</p><h2 id=\"id_707847453\" style=\"text-align: start;\">RBC downgrades New York Community Bancorp to sector perform from outperform</h2><p>RBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.</p><p>“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”</p><h2 id=\"id_1674329846\" style=\"text-align: start;\">Morgan Stanley reiterates Bloom Energy as overweight</h2><p>Morgan Stanley said the energy company is an “underappreciated AI winner.”</p><p>“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","T":"美国电话电报","QCOM":"高通","NYCB":"纽约社区银行","NVDA":"英伟达","AAPL":"苹果","GM":"通用汽车","MSFT":"微软","BE":"Bloom Energy Corp"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147218574","content_text":"Here are Thursday’s biggest calls on Wall Street:Oppenheimer reiterates Apple as outperformOppenheimer said it’s standing by the stock heading into earnings on Thursday afternoon.“We expect AAPL to report in-line F1Q24 revenues (flat to 1% growth Y/Y) and similar trend for F2Q24.”Redburn Atlantic Equities reiterates Tesla as sellRedburn said it’s sticking with its sell rating following Tesla’s disappointing earnings results last week.“Messages from last week’s Q4 results add conviction to our Sell thesis.”Goldman Sachs reiterates Microsoft as buyGoldman said it’s standing by the tech giant after its earnings report earlier this week.“We reiterate our Buy rating and $450 PT, as results validate our thesis that Microsoft is sitting at the nexus of the technological shift toward an AI-first IT stack.Mizuho reiterates Nvidia as buyMizuho said it’s standing by the stock heading into its GTC Conference in March.“We continue to see NVDA as the best AI/ML play, pushing the tip of the spear in AI training performance, as it hosts GTC 2024 on 3/18-21.”Citi downgrades Qualcomm to neutral from buyCiti downgraded the stock after its earnings report on Wednesday citing lower-than-expected guidance.“Yesterday after the close, Qualcomm reported good results but guided below Consensus driven by share loss at Samsung.”Morgan Stanley reiterates General Motors as overweightMorgan Stanley said it’s standing by the auto giant and that GM shares are “cheap.”“We raise our PT to $43 from $40… Our revised target puts the stock on just over 5x our FY24 EPS and 4.8x midpoint of company guide.”JPMorgan upgrades AT&T to overweight from neutralJPMorgan said in its upgrade of AT&T that the stock has an attractive valuation.“The company has been able to show consistent execution in its wireless and broadband businesses and we see solid long-term growth for both segments, especially in broadband with its ongoing fiber build along with incremental opportunities in and out of existing markets.”RBC downgrades New York Community Bancorp to sector perform from outperformRBC downgraded New York Community Bancorp after the regional banks disappointing quarterly results on Wednesday.“Results had several negative surprises, including a higher-than-expected provision and reserve build, a meaningfully lower margin and outlook, and a dividend cut announcement.”Morgan Stanley reiterates Bloom Energy as overweightMorgan Stanley said the energy company is an “underappreciated AI winner.”“BE is a secular winner as the world adopts GenAI given the significant incremental power demand associated with data center growth, coupled with grid infrastructure constraints and reliability concerns.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269526828449912,"gmtCreate":1706819290530,"gmtModify":1706819295271,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"how//<a href=\"https://ttm.financial/U/3574500206068120\">@Kenwen</a>:Comment and i reply&nbsp;","listText":"how//<a href=\"https://ttm.financial/U/3574500206068120\">@Kenwen</a>:Comment and i reply&nbsp;","text":"how//@Kenwen:Comment and i reply","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269526828449912","repostId":"111576046","repostType":1,"repost":{"id":111576046,"gmtCreate":1622689345285,"gmtModify":1704188996933,"author":{"id":"3574500206068120","authorId":"3574500206068120","name":"Kenwen","avatar":"https://static.tigerbbs.com/0e40d46e852addbb8143debd4343a58c","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Comment and i reply&nbsp;","listText":"Comment and i reply&nbsp;","text":"Comment and i reply","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111576046","repostId":"1115876867","repostType":4,"repost":{"id":"1115876867","pubTimestamp":1622678071,"share":"https://www.laohu8.com/m/news/1115876867?lang=&edition=full","pubTime":"2021-06-03 07:54","market":"us","language":"en","title":"Shares of retail favorite AMC nearly double, company woos investors with free popcorn","url":"https://stock-news.laohu8.com/highlight/detail?id=1115876867","media":"Reuters","summary":"Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on W","content":"<p>Shares of retail investor favorite <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has captivated investors.</p><p>The theater chain operator's shares closed up 95.2% at $62.55, a fresh record. At the close, AMC's market value stood at $28.17 billion, more than ViacomCBS(VIAC.O)and <a href=\"https://laohu8.com/S/K\">Kellogg</a>(K.N), as well as fellow meme-stock <a href=\"https://laohu8.com/S/GME\">GameStop</a>(GME.N).</p><p>In an apparent nod to the retail investors that have hyped the stock in forums such as Reddit’s popular WallStreetBets, AMC CEO Adam Aron on Wednesday announced an initiative that offered even the smallest shareholder a free large popcorn if they signed up to a regular newsletter.</p><p>Among other so-called meme stocks - companies popular with a new generation of social media centric traders on WallStreetBets and other online forums - security software provider <a href=\"https://laohu8.com/S/BBRY\">BlackBerry</a> and headphone maker <a href=\"https://laohu8.com/S/KOSS\">Koss</a> Corp(KOSS.O)rose 31.1% and 68.6%, respectively.</p><p>The massive rise in AMC's shares, which are up about 2,850% from just over $2 at the end of last year, is beginning to resemble the wild ride in shares of <a href=\"https://laohu8.com/S/GME\">GameStop</a> earlier this year.</p><p>\"It's meme stock 2.0.,” said Steve Sosnick, Chief Strategist at <a href=\"https://laohu8.com/S/IBKR\">Interactive Brokers</a>.</p><p>GameStop shares rose more than 1,600% in January, buoyed in part by bearish investors unwinding their bets against the heavily shorted stock in the face of a massive buying surge.</p><p>'GAMMA SQUEEZE'</p><p>Some of the upward price move in AMC is likely being driven by market makers buying up stock to hedge their exposure from selling options, an event known as a “gamma squeeze,” analysts said.</p><p>\"People have learnt what tactics work under these insane circumstances. They are using a very similar play-book,\" Sosnick said.</p><p>Call options that would pay off if the shares topped $73 by Friday were the most heavily trade AMC options on Wednesday, with about 233,000 contracts changing hands.</p><p>With shares approaching that level, market makers who sold these and other similarly bullish contracts were left with no choice but to buy up AMC stock to hedge their own risk, thereby exacerbating the rise in the share price, analysts said.</p><p>\"Market makers are just chasing the stock,\" said Matt Amberson, principal at options analytics firm ORATS.</p><p>Wednesday’s near doubling of the stock price will likely test investors that have shorted AMC. Bearish investors were down $5.2 billion for the year and lost nearly $2.8 billion on Wednesday alone, data from S3 showed.</p><p>\"If you began your short at under $10 and you were sure the stock was overvalued at $10 it makes more sense that it’s over valued at $30 or $70,” said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. However, \"at a certain point your losses outweigh your thesis.\"</p><p>The surge in AMC shares comes a day after hedge fund Mudrick Capital Management LP sold a $230 million stake in the company for a profit shortly after acquiring it, saying the stock was overvalued, according to a source.</p><p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> appeared unfazed by the sale, which some analysts characterized as an attempt to cash in on the retail-driven surge in its stock.</p><p>\"There's a retail fanaticism with this stock right now,\" said MKM Partners analyst Eric Handler, who has a sell rating and a $1 price target on AMC stock. \"There's such a disconnect between what the stock's doing and what the fundamentals look like.\"</p><p>On <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and WallStreetBets, some users exhorted <a href=\"https://laohu8.com/S/AONE\">one</a> another to hold on to their shares of AMC while others cheered on the rally.</p><p>\"$amc let’s go again to $100 and beyond,\" wrote <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> user @Rodolf30592158.</p><p>AMC was the most heavily traded name in options on Wednesday, with 4.6 million contracts traded. About $39 billion worth of AMC shares was traded on Wednesday, by far the most of any stock on Wall Street, per Refinitiv data.</p><p>The company has been among the biggest gainers from a deluge of interest in so-called meme stocks.</p><p>\"The (retail trading) party could go on as long as investors could continue co-acting,\" said Ipek Ozkardeskaya, senior analyst at Swissquote. \"The problem is, the higher the price goes, the higher is the temptation to take profit and walk away.\"</p><p></p>","source":"lsy1601381805984","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>Shares of retail favorite AMC nearly double, company woos investors with free popcorn</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\">\nShares of retail favorite AMC nearly double, company woos investors with free popcorn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-03 07:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has ...</p>\n\n<a href=\"https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.reuters.com/business/amc-shares-set-record-open-meme-stocks-surge-2021-06-02/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115876867","content_text":"Shares of retail investor favorite AMC Entertainment Holdings Inc(AMC.N)nearly doubled in price on Wednesday, extending a breathtaking rally and reinvigorating the meme stock phenomenon that has captivated investors.The theater chain operator's shares closed up 95.2% at $62.55, a fresh record. At the close, AMC's market value stood at $28.17 billion, more than ViacomCBS(VIAC.O)and Kellogg(K.N), as well as fellow meme-stock GameStop(GME.N).In an apparent nod to the retail investors that have hyped the stock in forums such as Reddit’s popular WallStreetBets, AMC CEO Adam Aron on Wednesday announced an initiative that offered even the smallest shareholder a free large popcorn if they signed up to a regular newsletter.Among other so-called meme stocks - companies popular with a new generation of social media centric traders on WallStreetBets and other online forums - security software provider BlackBerry and headphone maker Koss Corp(KOSS.O)rose 31.1% and 68.6%, respectively.The massive rise in AMC's shares, which are up about 2,850% from just over $2 at the end of last year, is beginning to resemble the wild ride in shares of GameStop earlier this year.\"It's meme stock 2.0.,” said Steve Sosnick, Chief Strategist at Interactive Brokers.GameStop shares rose more than 1,600% in January, buoyed in part by bearish investors unwinding their bets against the heavily shorted stock in the face of a massive buying surge.'GAMMA SQUEEZE'Some of the upward price move in AMC is likely being driven by market makers buying up stock to hedge their exposure from selling options, an event known as a “gamma squeeze,” analysts said.\"People have learnt what tactics work under these insane circumstances. They are using a very similar play-book,\" Sosnick said.Call options that would pay off if the shares topped $73 by Friday were the most heavily trade AMC options on Wednesday, with about 233,000 contracts changing hands.With shares approaching that level, market makers who sold these and other similarly bullish contracts were left with no choice but to buy up AMC stock to hedge their own risk, thereby exacerbating the rise in the share price, analysts said.\"Market makers are just chasing the stock,\" said Matt Amberson, principal at options analytics firm ORATS.Wednesday’s near doubling of the stock price will likely test investors that have shorted AMC. Bearish investors were down $5.2 billion for the year and lost nearly $2.8 billion on Wednesday alone, data from S3 showed.\"If you began your short at under $10 and you were sure the stock was overvalued at $10 it makes more sense that it’s over valued at $30 or $70,” said Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners. However, \"at a certain point your losses outweigh your thesis.\"The surge in AMC shares comes a day after hedge fund Mudrick Capital Management LP sold a $230 million stake in the company for a profit shortly after acquiring it, saying the stock was overvalued, according to a source.Investors appeared unfazed by the sale, which some analysts characterized as an attempt to cash in on the retail-driven surge in its stock.\"There's a retail fanaticism with this stock right now,\" said MKM Partners analyst Eric Handler, who has a sell rating and a $1 price target on AMC stock. \"There's such a disconnect between what the stock's doing and what the fundamentals look like.\"On Twitter and WallStreetBets, some users exhorted one another to hold on to their shares of AMC while others cheered on the rally.\"$amc let’s go again to $100 and beyond,\" wrote Twitter user @Rodolf30592158.AMC was the most heavily traded name in options on Wednesday, with 4.6 million contracts traded. About $39 billion worth of AMC shares was traded on Wednesday, by far the most of any stock on Wall Street, per Refinitiv data.The company has been among the biggest gainers from a deluge of interest in so-called meme stocks.\"The (retail trading) party could go on as long as investors could continue co-acting,\" said Ipek Ozkardeskaya, senior analyst at Swissquote. \"The problem is, the higher the price goes, the higher is the temptation to take profit and walk away.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253571625513200,"gmtCreate":1702926176724,"gmtModify":1702926179412,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"0\"></v-v>Philippine&nbsp;","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"0\"></v-v>Philippine&nbsp;","text":"$Bank of America(BAC)$ Philippine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253571625513200","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":245507217563784,"gmtCreate":1700962311402,"gmtModify":1700962315551,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Streets","listText":"Streets","text":"Streets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245507217563784","repostId":"1106269908","repostType":2,"repost":{"id":"1106269908","pubTimestamp":1700958302,"share":"https://www.laohu8.com/m/news/1106269908?lang=&edition=full","pubTime":"2023-11-26 08:25","market":"us","language":"en","title":"Wall Street's Top 10 Stock Calls This Week: Baidu, Arm, Boeing, Virgin Galactic, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1106269908","media":"24/7 Wall St.","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of November 20-24.<br/><br/><strong>Top 5 Buy Calls:</strong></p><p><strong>1. Nomura upgrades Baidu on &#34;cheap&#34; valuation, AI initiative</strong></p><p>Nomura upgraded Baidu (BIDU) to Buy from Neutral with a price target of $145, up from $135. The &#34;cheap valuation&#34; following the stock&#39;s 30% decline since the July peak plus the company&#39;s resolution to buy back shares aggressively from now &#34;seem to warrant the benefit of doubt&#34; about its artificial intelligence initiative, the firm tells investors in a research note. Nomura believes incremental downside risks appear limited at current share levels. Baidu&#39;s Ernie Bot AI initiative &#34;leads among its Chinese peers in terms of overall performance, which we think may give Baidu a head start in this increasingly competitive market,&#34; writes the firm.</p><p><strong>2. Deutsche upgrades Boeing to Buy on accelerating aircraft deliveries</strong></p><p>Deutsche Bank upgraded Boeing (BA) to Buy from Hold with a price target of $270, up from $204, which offers 30% upside. Aircraft deliveries are accelerating and there&#39;s a credible case to be made that this improved performance can be sustained, the firm tells investors in a research note. If that is correct, Boeing&#39;s momentum on deliveries should carry through to a positive inflection in free cash flow revisions, Deutsche Bank says. The firm thinks this inflection in revisions can drive the shares to outperform. It says better deliveries equal better free cash flow, and better free cash flow should drive shares higher. Deutsche is now above Street across all years of its forecast horizon that runs through 2027.</p><p><strong>3. Arm initiated with an Overweight at Wells Fargo</strong></p><p>Wells Fargo initiated coverage of Arm (ARM) with an Overweight rating and $70 price target. Arm has been the leading innovator in RISC-based compute since its founding and can continue the momentum well into the future by taking compute share, the firm tells investors in a research note.</p><p><strong>4. Zillow Group initiated with a Buy at Deutsche Bank</strong></p><p>Deutsche Bank initiated coverage of Zillow Group (ZG) with a Buy rating and $50 price target. The firm sees Zillow as the market leading platform for beginning a home buying journey with over twice the website traffic of Realtor.com and over twice the daily app users of Redfin. The company&#39;s broad reach combined with efforts to improve conversions indicate Zillow can grow its current share of customer transactions from 3% in 2021 to close to 6% by 2025, Deutsche tells investors in a research note. The firm says Zillow is executing on its growth initiatives across its premier agent, seller solutions, and mortgage businesses.</p><p><strong>5. Lam Research initiated with a Buy at Redburn Atlantic</strong></p><p>Redburn Atlantic initiated coverage of Lam Research (LRCX) with a Buy rating and $800 price target. Lam has &#34;powerful&#34; market positions in two key etch processes, namely conductor and dielectric, the firm tells investors in a research note. Redburn Atlantic says both will benefit from increasing process steps as chipmaking adopts the vertical scaling of GAA and BSPN.<br/><br/><strong>Top 5 Sell Calls:</strong></p><p><strong>1. Williams Trading downgrades Foot Locker to Sell ahead of Q3 report</strong></p><p>Williams Trading downgraded Foot Locker (FL) to Sell from Hold with a price target of $15, down from $16, ahead of the Q3 report. The firm believes the loss of marquee product allocations from Nike (NKE) will drive an earnings miss and full-year guidance cut. As a result of losing majority allocation for Jordan Retro, Air Force 1 and Nike Dunk styles, Foot Locker will be forced to take more inventory risk, Williams tells investors in a research note. The firm says Foot Locker&#39;s issues are evident on its U.S. website, where 38% of men&#39;s footwear and 40% of women&#39;s footwear are on sale.</p><p><strong>2. Virgin Galactic downgraded to Underweight at Morgan Stanley</strong></p><p>Morgan Stanley downgraded Virgin Galactic (SPCE) to Underweight from Equal Weight with a price target of $1.75, down from $4. The company is pausing revenue-generating space flights as it conserves cash and redoubles efforts on Delta, the firm tells investors in a research note. Morgan Stanley likes Virgin Galactic&#39;s long-term potential, but sees limited opportunities for share price accretion during this upcoming lull period. With no planned revenue-generating flights from mid-2024 to 2026, the firm sees a &#34;catalyst-lull period on the horizon.&#34;</p><p><strong>3. Chegg downgraded to Underweight at Morgan Stanley</strong></p><p>Morgan Stanley downgraded Chegg (CHGG) to Underweight from Equal Weight with a price target of $9, down from $10. The firm says weaker third party data trends and an &#34;aggressive&#34; implied Q4 subscriber addition outlook create a tough near-term setup for a stock that is up over 40% from the October lows. Longer term, challenges from generative artificial intelligence competition create a smaller opportunity for Chegg, likely leading to negative consensus estimate revisions in 2024 and 2025, Morgan Stanley tells investors in a research note.</p><p><strong>4. Markel initiated with a Sell at Citi</strong></p><p>Citi initiated coverage of Markel (MKL) with a Sell rating and $1,275 price target. The firm says the reinsurance group is its second favorite insurance sub-sector along with personal lines, behind brokers, though it acknowledges &#34;crowding risk.&#34; Citi&#39;s Sell rating on Markel is based on its view that the company&#39;s mix that is overweight professional lines will remain less attractive than peers, continuing to slow sales and margin momentum. The firm also sees Markel&#39;s property catastrophe reinsurance exit as a potential headwind in reinsurance casualty.</p><p><strong>5. SSR Mining double downgraded to Underperform at BofA</strong></p><p>BofA double downgraded SSR Mining (SSRM) to Underperform from Buy with a price target of $12.50, down from $17. The firm&#39;s revised price target implies &#34;just&#34; 7% upside potential, which is &#34;well-below&#34; most Buy and Neutral rated gold producer peers. Longer-term, BofA expects rising production and lower costs, but in the near to medium-term, SSR should be in a period of re-investment, during which the firm expects relative underperformance versus peers.</p></body></html>","source":"lsy1636345238431","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>Wall Street's Top 10 Stock Calls This Week: Baidu, Arm, Boeing, Virgin Galactic, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street's Top 10 Stock Calls This Week: Baidu, Arm, Boeing, Virgin Galactic, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-26 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3820706&headline=NKE;BIDU;LRCX;ZG;Z;BA;ARM;FL;SPCE;MKL;SSRM;CHGG-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>24/7 Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3820706&headline=NKE;BIDU;LRCX;ZG;Z;BA;ARM;FL;SPCE;MKL;SSRM;CHGG-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHGG":"Chegg Inc","FL":"富乐客","SSRM":"SSR Mining Inc","LRCX":"拉姆研究","BIDU":"百度","Z":"Zillow","SPCE":"维珍银河","MKL":"Markel Corp","ARM":"ARM Holdings Ltd","BA":"波音"},"source_url":"https://thefly.com/landingPageNews.php?id=3820706&headline=NKE;BIDU;LRCX;ZG;Z;BA;ARM;FL;SPCE;MKL;SSRM;CHGG-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106269908","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of November 20-24.Top 5 Buy Calls:1. Nomura upgrades Baidu on \"cheap\" valuation, AI initiativeNomura upgraded Baidu (BIDU) to Buy from Neutral with a price target of $145, up from $135. The \"cheap valuation\" following the stock's 30% decline since the July peak plus the company's resolution to buy back shares aggressively from now \"seem to warrant the benefit of doubt\" about its artificial intelligence initiative, the firm tells investors in a research note. Nomura believes incremental downside risks appear limited at current share levels. Baidu's Ernie Bot AI initiative \"leads among its Chinese peers in terms of overall performance, which we think may give Baidu a head start in this increasingly competitive market,\" writes the firm.2. Deutsche upgrades Boeing to Buy on accelerating aircraft deliveriesDeutsche Bank upgraded Boeing (BA) to Buy from Hold with a price target of $270, up from $204, which offers 30% upside. Aircraft deliveries are accelerating and there's a credible case to be made that this improved performance can be sustained, the firm tells investors in a research note. If that is correct, Boeing's momentum on deliveries should carry through to a positive inflection in free cash flow revisions, Deutsche Bank says. The firm thinks this inflection in revisions can drive the shares to outperform. It says better deliveries equal better free cash flow, and better free cash flow should drive shares higher. Deutsche is now above Street across all years of its forecast horizon that runs through 2027.3. Arm initiated with an Overweight at Wells FargoWells Fargo initiated coverage of Arm (ARM) with an Overweight rating and $70 price target. Arm has been the leading innovator in RISC-based compute since its founding and can continue the momentum well into the future by taking compute share, the firm tells investors in a research note.4. Zillow Group initiated with a Buy at Deutsche BankDeutsche Bank initiated coverage of Zillow Group (ZG) with a Buy rating and $50 price target. The firm sees Zillow as the market leading platform for beginning a home buying journey with over twice the website traffic of Realtor.com and over twice the daily app users of Redfin. The company's broad reach combined with efforts to improve conversions indicate Zillow can grow its current share of customer transactions from 3% in 2021 to close to 6% by 2025, Deutsche tells investors in a research note. The firm says Zillow is executing on its growth initiatives across its premier agent, seller solutions, and mortgage businesses.5. Lam Research initiated with a Buy at Redburn AtlanticRedburn Atlantic initiated coverage of Lam Research (LRCX) with a Buy rating and $800 price target. Lam has \"powerful\" market positions in two key etch processes, namely conductor and dielectric, the firm tells investors in a research note. Redburn Atlantic says both will benefit from increasing process steps as chipmaking adopts the vertical scaling of GAA and BSPN.Top 5 Sell Calls:1. Williams Trading downgrades Foot Locker to Sell ahead of Q3 reportWilliams Trading downgraded Foot Locker (FL) to Sell from Hold with a price target of $15, down from $16, ahead of the Q3 report. The firm believes the loss of marquee product allocations from Nike (NKE) will drive an earnings miss and full-year guidance cut. As a result of losing majority allocation for Jordan Retro, Air Force 1 and Nike Dunk styles, Foot Locker will be forced to take more inventory risk, Williams tells investors in a research note. The firm says Foot Locker's issues are evident on its U.S. website, where 38% of men's footwear and 40% of women's footwear are on sale.2. Virgin Galactic downgraded to Underweight at Morgan StanleyMorgan Stanley downgraded Virgin Galactic (SPCE) to Underweight from Equal Weight with a price target of $1.75, down from $4. The company is pausing revenue-generating space flights as it conserves cash and redoubles efforts on Delta, the firm tells investors in a research note. Morgan Stanley likes Virgin Galactic's long-term potential, but sees limited opportunities for share price accretion during this upcoming lull period. With no planned revenue-generating flights from mid-2024 to 2026, the firm sees a \"catalyst-lull period on the horizon.\"3. Chegg downgraded to Underweight at Morgan StanleyMorgan Stanley downgraded Chegg (CHGG) to Underweight from Equal Weight with a price target of $9, down from $10. The firm says weaker third party data trends and an \"aggressive\" implied Q4 subscriber addition outlook create a tough near-term setup for a stock that is up over 40% from the October lows. Longer term, challenges from generative artificial intelligence competition create a smaller opportunity for Chegg, likely leading to negative consensus estimate revisions in 2024 and 2025, Morgan Stanley tells investors in a research note.4. Markel initiated with a Sell at CitiCiti initiated coverage of Markel (MKL) with a Sell rating and $1,275 price target. The firm says the reinsurance group is its second favorite insurance sub-sector along with personal lines, behind brokers, though it acknowledges \"crowding risk.\" Citi's Sell rating on Markel is based on its view that the company's mix that is overweight professional lines will remain less attractive than peers, continuing to slow sales and margin momentum. The firm also sees Markel's property catastrophe reinsurance exit as a potential headwind in reinsurance casualty.5. SSR Mining double downgraded to Underperform at BofABofA double downgraded SSR Mining (SSRM) to Underperform from Buy with a price target of $12.50, down from $17. The firm's revised price target implies \"just\" 7% upside potential, which is \"well-below\" most Buy and Neutral rated gold producer peers. Longer-term, BofA expects rising production and lower costs, but in the near to medium-term, SSR should be in a period of re-investment, during which the firm expects relative underperformance versus peers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239250508513384,"gmtCreate":1699447693383,"gmtModify":1699447697375,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Update me&nbsp;","listText":"Update me&nbsp;","text":"Update me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239250508513384","repostId":"2381491904","repostType":2,"repost":{"id":"2381491904","pubTimestamp":1699447500,"share":"https://www.laohu8.com/m/news/2381491904?lang=&edition=full","pubTime":"2023-11-08 20:45","market":"us","language":"en","title":"AMD: Getting Ready To Recover Its All-Time Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2381491904","media":"Seeking Alpha","summary":"AMD: Getting Ready To Recover Its All-Time Highs (NASDAQ:AMD)","content":"<html><head></head><body><h2 id=\"id_3272757092\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Advanced Micro Devices, Inc. investors found respite as dip buyers returned late last week, helping to overcome its post-earnings weakness.</p></li><li><p>AMD is well-poised to continue gaining market share against Nvidia in data center AI chips, notwithstanding the uncertainties.</p></li><li><p>Its PC business is also expected to have bottomed out, benefiting from the cyclical tailwinds bolstered by the AI PC progress.</p></li><li><p>I argue why AMD&#39;s price action shows that the $100 support zone was well defended at a pivotal moment.</p></li><li><p>Investors should consider capitalizing on its recent bottoming process and not wait till it potentially recovers its all-time highs.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df331a5820693d9fb2d487d466a5e3d6\" alt=\"Jerod Harris\" title=\"Jerod Harris\" tg-width=\"750\" tg-height=\"514\"/><span>Jerod Harris</span></p><p><strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD) investors breathed a sigh of relief as buyers returned late last week. It was instrumental in helping to overcome AMD&#39;s post-earnings weakness as the market digested the company&#39;s third-quarter or FQ3 earnings release in late October 2023.</p><p>I have previously identified the $100 support zone as a critical level that dip-buyers must defend to prevent potentially more intense technical selling toward its $80 support zone. Therefore, it seems market participants are satisfied with management&#39;s optimism on the improved tailwinds underpinning AMD&#39;s downstream PC and data center segments.</p><p>I assessed AMD&#39;s earnings scorecard was mixed, as its gaming and embedded segments didn&#39;t perform well. However, the strength in the normalization of the PC business helped mitigate the weakness in these areas. Accordingly, AMD posted 42% YoY growth in its client segment, corroborating my belief that the worst is likely over.</p><p>Intel&#39;s (INTC) recent earnings commentary strengthens my assessment, as AMD looks well-positioned to ride the cyclical recovery in its well-battered segment. Furthermore, AMD&#39;s forays into AI PC developments are expected to improve refresh rates as the PC shipment total addressable market, or TAM, looks to recover its 2019 highs of 279M units. Intel&#39;s thesis suggests a 270M shipment forecast for 2023, although AMD is more cautious as management indicated a 2023 shipment estimate of between 250M and 255M.</p><p>However, Dr. Lisa Su and her team are confident that further growth is anticipated as the &#34;PC market returns to typical seasonality.&#34; In addition, the company will also &#34;focus on growth in segments such as high-end gaming, ultrathins, premium consumer, and commercial.&#34; As such, investors should expect a further improvement in corporate gross margin through 2024, reaching an estimated 53.2% based on the updated consensus estimates.</p><p>Also, AMD&#39;s cloud segment has helped to mitigate softness in enterprise spending, given the optimization drive by its data center customers. Despite that, the company is well-positioned to capture an increasing share in AI data center accelerators as the company looks to secure more than $2B in AI GPU revenue in FY24. Management articulated that it&#39;s working hard on its software ecosystem, given Nvidia&#39;s (NVDA) CUDA advantage.</p><p>Keen investors should recall from Dr. Su&#39;s commentary that the company &#34;made substantial improvements to the ROCm software.&#34; Accordingly, AMD has acquired Mipsology and Nod.ai to accelerate its progress. Also, management accentuated that Lemon.ai &#34;achieved software parity with CUDA for LLMs running on Instinct MI250 GPUs.&#34; As such, it&#39;s expected to help lower the switching costs for developers and customers looking for a high-quality alternative, as it&#39;s expected to &#34;simplify the deployment of LLMs for enterprise customers with minimal code changes.&#34;</p><p>Notably, management argued that its AI accelerators provide a favorable TCO for its customers, which could help improve its adoption. However, I believe it remains to be seen whether AMD&#39;s software could unhinge the advantage held by CUDA, and that isn&#39;t easy to ascertain currently. Despite that, Digitimes reported that AMD has &#34;support from industry players.&#34; These include &#34;cloud software providers, server customers, and semiconductor supply chain partners.&#34; Digitimes noted that the industry &#34;is not willing to let Nvidia dominate the AI market.&#34; Notably, the market is willing to &#34;strongly support AMD&#39;s AI platform as long as it performs as expected.&#34;</p><p>Given the growth forecasts promulgated by AMD, I believe its near-term growth inflection is likely on track. Securing sufficient CoWoS capacity with Taiwan Semiconductor (TSM) will remain challenging for now as Nvidia ramped up its orders with the leading-edge foundry. However, as TSM&#39;s advanced packaging capacity improves in 2024, it should coincide with the capacity ramp in AMD&#39;s MI300 series accelerators, improving the revenue and earnings visibility of its plans. In other words, I have confidence that AMD&#39;s AI growth roadmap is on track and could be realized.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c418aff881cbfe371bcac5bcc0e6afb\" alt=\"AMD price chart (weekly) (TradingView)\" title=\"AMD price chart (weekly) (TradingView)\" tg-width=\"640\" tg-height=\"340\"/><span>AMD price chart (weekly) (TradingView)</span></p><p>As seen above, AMD&#39;s dip-buyers returned with a vengeance last week, as sellers initially threatened to overwhelm the $100 support level. As such, it helped AMD form another higher low price structure at a pivotal moment, as they helped avoid a steeper fall toward the $80 level. A decisive break below the $100 level is expected to see intense technical selling, which didn&#39;t materialize.</p><p>With last week&#39;s surge, caution is warranted for investors considering buying at more attractive levels. Despite that, I gleaned that AMD could be on its way to recovering its all-time highs, suggesting the current levels remain relatively attractive if you have no or little exposure.</p><p>Sometimes, a mixed earnings card isn&#39;t all that bad, as it could help reduce the chances of a sharp upward spike (as such in May). Such momentum surges would have quickly eroded the most attractive risk/reward opportunities when over-optimistic buyers rush in to capitalize on the company&#39;s momentum. Therefore, AMD buyers shouldn&#39;t wait till the coast is clear, given AMD&#39;s nascent opportunities in AI accelerator chips.</p><p><em>Rating: Maintain Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></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>AMD: Getting Ready To Recover Its All-Time Highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Getting Ready To Recover Its All-Time Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-08 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4648402-amd-getting-ready-to-recover-its-all-time-highs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAdvanced Micro Devices, Inc. investors found respite as dip buyers returned late last week, helping to overcome its post-earnings weakness.AMD is well-poised to continue gaining market share ...</p>\n\n<a href=\"https://seekingalpha.com/article/4648402-amd-getting-ready-to-recover-its-all-time-highs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4532":"文艺复兴科技持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4575":"芯片概念","BK4566":"资本集团","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4588":"碎股","AMD":"美国超微公司","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4141":"半导体产品","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4512":"苹果概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4573":"虚拟现实","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4648402-amd-getting-ready-to-recover-its-all-time-highs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2381491904","content_text":"SummaryAdvanced Micro Devices, Inc. investors found respite as dip buyers returned late last week, helping to overcome its post-earnings weakness.AMD is well-poised to continue gaining market share against Nvidia in data center AI chips, notwithstanding the uncertainties.Its PC business is also expected to have bottomed out, benefiting from the cyclical tailwinds bolstered by the AI PC progress.I argue why AMD's price action shows that the $100 support zone was well defended at a pivotal moment.Investors should consider capitalizing on its recent bottoming process and not wait till it potentially recovers its all-time highs.Jerod HarrisAdvanced Micro Devices, Inc. (NASDAQ:AMD) investors breathed a sigh of relief as buyers returned late last week. It was instrumental in helping to overcome AMD's post-earnings weakness as the market digested the company's third-quarter or FQ3 earnings release in late October 2023.I have previously identified the $100 support zone as a critical level that dip-buyers must defend to prevent potentially more intense technical selling toward its $80 support zone. Therefore, it seems market participants are satisfied with management's optimism on the improved tailwinds underpinning AMD's downstream PC and data center segments.I assessed AMD's earnings scorecard was mixed, as its gaming and embedded segments didn't perform well. However, the strength in the normalization of the PC business helped mitigate the weakness in these areas. Accordingly, AMD posted 42% YoY growth in its client segment, corroborating my belief that the worst is likely over.Intel's (INTC) recent earnings commentary strengthens my assessment, as AMD looks well-positioned to ride the cyclical recovery in its well-battered segment. Furthermore, AMD's forays into AI PC developments are expected to improve refresh rates as the PC shipment total addressable market, or TAM, looks to recover its 2019 highs of 279M units. Intel's thesis suggests a 270M shipment forecast for 2023, although AMD is more cautious as management indicated a 2023 shipment estimate of between 250M and 255M.However, Dr. Lisa Su and her team are confident that further growth is anticipated as the \"PC market returns to typical seasonality.\" In addition, the company will also \"focus on growth in segments such as high-end gaming, ultrathins, premium consumer, and commercial.\" As such, investors should expect a further improvement in corporate gross margin through 2024, reaching an estimated 53.2% based on the updated consensus estimates.Also, AMD's cloud segment has helped to mitigate softness in enterprise spending, given the optimization drive by its data center customers. Despite that, the company is well-positioned to capture an increasing share in AI data center accelerators as the company looks to secure more than $2B in AI GPU revenue in FY24. Management articulated that it's working hard on its software ecosystem, given Nvidia's (NVDA) CUDA advantage.Keen investors should recall from Dr. Su's commentary that the company \"made substantial improvements to the ROCm software.\" Accordingly, AMD has acquired Mipsology and Nod.ai to accelerate its progress. Also, management accentuated that Lemon.ai \"achieved software parity with CUDA for LLMs running on Instinct MI250 GPUs.\" As such, it's expected to help lower the switching costs for developers and customers looking for a high-quality alternative, as it's expected to \"simplify the deployment of LLMs for enterprise customers with minimal code changes.\"Notably, management argued that its AI accelerators provide a favorable TCO for its customers, which could help improve its adoption. However, I believe it remains to be seen whether AMD's software could unhinge the advantage held by CUDA, and that isn't easy to ascertain currently. Despite that, Digitimes reported that AMD has \"support from industry players.\" These include \"cloud software providers, server customers, and semiconductor supply chain partners.\" Digitimes noted that the industry \"is not willing to let Nvidia dominate the AI market.\" Notably, the market is willing to \"strongly support AMD's AI platform as long as it performs as expected.\"Given the growth forecasts promulgated by AMD, I believe its near-term growth inflection is likely on track. Securing sufficient CoWoS capacity with Taiwan Semiconductor (TSM) will remain challenging for now as Nvidia ramped up its orders with the leading-edge foundry. However, as TSM's advanced packaging capacity improves in 2024, it should coincide with the capacity ramp in AMD's MI300 series accelerators, improving the revenue and earnings visibility of its plans. In other words, I have confidence that AMD's AI growth roadmap is on track and could be realized.AMD price chart (weekly) (TradingView)As seen above, AMD's dip-buyers returned with a vengeance last week, as sellers initially threatened to overwhelm the $100 support level. As such, it helped AMD form another higher low price structure at a pivotal moment, as they helped avoid a steeper fall toward the $80 level. A decisive break below the $100 level is expected to see intense technical selling, which didn't materialize.With last week's surge, caution is warranted for investors considering buying at more attractive levels. Despite that, I gleaned that AMD could be on its way to recovering its all-time highs, suggesting the current levels remain relatively attractive if you have no or little exposure.Sometimes, a mixed earnings card isn't all that bad, as it could help reduce the chances of a sharp upward spike (as such in May). Such momentum surges would have quickly eroded the most attractive risk/reward opportunities when over-optimistic buyers rush in to capitalize on the company's momentum. Therefore, AMD buyers shouldn't wait till the coast is clear, given AMD's nascent opportunities in AI accelerator chips.Rating: Maintain Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236441341964400,"gmtCreate":1698760653535,"gmtModify":1698760656971,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>450","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>450","text":"$Amazon.com(AMZN)$ 450","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236441341964400","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236259501908088,"gmtCreate":1698713406691,"gmtModify":1698713410351,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236259501908088","repostId":"1780776485741626","repostType":17,"repost":{"id":2746,"live_id":"1780776485741626","type":1,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"Apple 2023 Special Event","title_en":"Apple 2023 Special 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ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236259571392744","repostId":"1780776485741626","repostType":17,"repost":{"id":2746,"live_id":"1780776485741626","type":1,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[3,1,6,7,5,2,4],"title":"Apple 2023 Special Event","title_en":"Apple 2023 Special 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do buy there ?","listText":"How do buy there ?","text":"How do buy there ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/220252285956144","repostId":"2367614014","repostType":2,"repost":{"id":"2367614014","pubTimestamp":1694790483,"share":"https://www.laohu8.com/m/news/2367614014?lang=&edition=full","pubTime":"2023-09-15 23:08","market":"us","language":"en","title":"Nvidia Cash Geyser Can Cover Buybacks and Vital R&D","url":"https://stock-news.laohu8.com/highlight/detail?id=2367614014","media":"Bloomberg","summary":" -- Investors fretting that Nvidia Corp.’s massive stock buyback allocation would leave it short of funds for vital research and development should take heart from the chipmaker’s swelling free cash flow.Byron Allen Makes $10 Billion Bid for ABC, Other Disney Networks. Caesars Entertainment Paid Millions to Hackers in Attack. Video-Game Company Unity Closes Offices Following Death Threat. United Auto Workers Call Unprecedented Strike at All Three Detroit Automakers. Disney Holds Initial Talks on Sale of ABC to Local Broadcaster Nexstar. Nvidia is generating so much cash from the artificial intelligence boom that it has more than enough to invest in new chips and return money to shareholders. Free cash flow and spending on research and development both hit records in Nvidia’s fiscal second quarter and the company still had about $1 billion left after spending $3 billion on buybacks.AMD, which is racing to catch up with Nvidia in the market for artificial intelligence accelera","content":"<html><head></head><body><ul style=\"\"><li><p>Free cash flow is projected to swell to $23 billion this year</p></li><li><p>Big buyback outlays can raise concerns about future growth</p></li></ul><p>(Bloomberg) -- Investors fretting that <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a>’s massive stock buyback allocation would leave it short of funds for vital research and development should take heart from the chipmaker’s swelling free cash flow.</p><p>Nvidia is generating so much cash from the artificial intelligence boom that it has more than enough to invest in new chips and return money to shareholders. Free cash flow and spending on research and development both hit records in Nvidia’s fiscal second quarter and the company still had about $1 billion left after spending $3 billion on buybacks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc83dba8688c52070135dc99f73238\" tg-width=\"820\" tg-height=\"453\"/></p><p>When technology companies start setting aside increasing amounts for share repurchases and dividends, some investors take it as a sign management sees fewer opportunities worth investing in and that growth is poised to slow. When Nvidia said last month it was earmarking $25 billion for stock repurchases, some expressed that worry. That sum — which Nvidia isn’t obligated to deploy — represents more than five times the profit Nvidia generated in its last fiscal year.</p><p>For others, that was missing the point. The company’s leadership in components that underpin the infrastructure being put in place for artificial intelligence systems is set to generate so much free cash that it can still afford to invest to keep its technological lead and reward shareholders. </p><p>“It was kind of like their attempt to show the market something else: We want to show how financially strong we are, we’re going to flex a bit,” said Chris Mack, an analyst and fund manager at Harding Loevner, which owns Nvidia shares as part of the $55 billion assets it has under management. “They’re generating a ton of cash and will continue to do that.”</p><p>Another concern is that Nvidia could be buying at overinflated prices after its stock tripled this year, making it the first chipmaker to boast a trillion-dollar market value. The company’s nose-bleed valuation has become a subject of debate on Wall Street with some like Research Affiliates founder Rob Arnott arguing that at 35 times trailing sales, Nvidia is “priced beyond perfection.”</p><p>Nvidia is projected to generate about $38 billion in free cash flow in fiscal 2025, which ends on Jan. 31, 2025, according to the average of analyst estimates compiled by Bloomberg. That compares to about $23 billion in the current fiscal year.</p><p>Ultimately it’s Nvidia’s ability to spend as much as — or more — than would-be rivals such as Advanced Micro Devices Inc. and Intel Corp. that’ll help produce products that are ahead and keep the orders rolling in. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fbf1eeeb395fcd294fd2cfdbc283923\" tg-width=\"786\" tg-height=\"457\"/></p><p>AMD, which is racing to catch up with Nvidia in the market for artificial intelligence accelerators, spent about 25% less than Nvidia in the second quarter and had less than 5% of Nvidia’s free cash flow.</p><p>Intel, which unlike the other two, still manufactures its own chips, is spending heavily to restore its production technology to leadership and to upgrade a wider range of products to make them competitive again. </p><p>For now Wall Street likes Nvidia’s chances of continuing to outpace a company that was until recently the world’s largest chipmaker for more than two decades. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/beb46988b26b63bc61444fcddaf4ba67\" tg-width=\"786\" tg-height=\"543\"/></p><p>And if that projection plays out, Nvidia will have even more funds to lavish on the silicon and software that’s given it a stranglehold on the market AI accelerators, similar to the one Intel once had on personal computers and servers.</p><p>“It’s absolutely prudent to take a portion of that tremendous free cash flow to firm up your company’s balance sheet and then secondarily using that cash flow to invest in the company’s future,” said Phil Blancato, chief executive officer of Ladenburg Thalmann Asset Management. “At the end of the day, you can do both.”</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>Nvidia Cash Geyser Can Cover Buybacks and Vital R&D</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Cash Geyser Can Cover Buybacks and Vital R&D\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-15 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-09-15/nvidia-cash-geyser-can-cover-buybacks-and-vital-r-d-tech-watch?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Free cash flow is projected to swell to $23 billion this yearBig buyback outlays can raise concerns about future growth(Bloomberg) -- Investors fretting that Nvidia Corp.’s massive stock buyback ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-09-15/nvidia-cash-geyser-can-cover-buybacks-and-vital-r-d-tech-watch?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4561":"索罗斯持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4529":"IDC概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4592":"伊斯兰概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","NVDA":"英伟达","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4575":"芯片概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4587":"ChatGPT概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4524":"宅经济概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0109392836.USD":"富兰克林科技股A","BK4527":"明星科技股","BK4588":"碎股","BK4579":"人工智能","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD"},"source_url":"https://www.bloomberg.com/news/articles/2023-09-15/nvidia-cash-geyser-can-cover-buybacks-and-vital-r-d-tech-watch?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367614014","content_text":"Free cash flow is projected to swell to $23 billion this yearBig buyback outlays can raise concerns about future growth(Bloomberg) -- Investors fretting that Nvidia Corp.’s massive stock buyback allocation would leave it short of funds for vital research and development should take heart from the chipmaker’s swelling free cash flow.Nvidia is generating so much cash from the artificial intelligence boom that it has more than enough to invest in new chips and return money to shareholders. Free cash flow and spending on research and development both hit records in Nvidia’s fiscal second quarter and the company still had about $1 billion left after spending $3 billion on buybacks.When technology companies start setting aside increasing amounts for share repurchases and dividends, some investors take it as a sign management sees fewer opportunities worth investing in and that growth is poised to slow. When Nvidia said last month it was earmarking $25 billion for stock repurchases, some expressed that worry. That sum — which Nvidia isn’t obligated to deploy — represents more than five times the profit Nvidia generated in its last fiscal year.For others, that was missing the point. The company’s leadership in components that underpin the infrastructure being put in place for artificial intelligence systems is set to generate so much free cash that it can still afford to invest to keep its technological lead and reward shareholders. “It was kind of like their attempt to show the market something else: We want to show how financially strong we are, we’re going to flex a bit,” said Chris Mack, an analyst and fund manager at Harding Loevner, which owns Nvidia shares as part of the $55 billion assets it has under management. “They’re generating a ton of cash and will continue to do that.”Another concern is that Nvidia could be buying at overinflated prices after its stock tripled this year, making it the first chipmaker to boast a trillion-dollar market value. The company’s nose-bleed valuation has become a subject of debate on Wall Street with some like Research Affiliates founder Rob Arnott arguing that at 35 times trailing sales, Nvidia is “priced beyond perfection.”Nvidia is projected to generate about $38 billion in free cash flow in fiscal 2025, which ends on Jan. 31, 2025, according to the average of analyst estimates compiled by Bloomberg. That compares to about $23 billion in the current fiscal year.Ultimately it’s Nvidia’s ability to spend as much as — or more — than would-be rivals such as Advanced Micro Devices Inc. and Intel Corp. that’ll help produce products that are ahead and keep the orders rolling in. AMD, which is racing to catch up with Nvidia in the market for artificial intelligence accelerators, spent about 25% less than Nvidia in the second quarter and had less than 5% of Nvidia’s free cash flow.Intel, which unlike the other two, still manufactures its own chips, is spending heavily to restore its production technology to leadership and to upgrade a wider range of products to make them competitive again. For now Wall Street likes Nvidia’s chances of continuing to outpace a company that was until recently the world’s largest chipmaker for more than two decades. And if that projection plays out, Nvidia will have even more funds to lavish on the silicon and software that’s given it a stranglehold on the market AI accelerators, similar to the one Intel once had on personal computers and servers.“It’s absolutely prudent to take a portion of that tremendous free cash flow to firm up your company’s balance sheet and then secondarily using that cash flow to invest in the company’s future,” said Phil Blancato, chief executive officer of Ladenburg Thalmann Asset Management. “At the end of the day, you can do both.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4157784084640262","authorId":"4157784084640262","name":"Branda Maris","avatar":"https://community-static.tradeup.com/news/b734db10ec8e2cc10af9939a76922097","crmLevel":1,"crmLevelSwitch":0},"content":"(4, 8, 7, 3, 2, 1, 0, 4, 8, 0, 4) Text Now Via WhatsApp","text":"(4, 8, 7, 3, 2, 1, 0, 4, 8, 0, 4) Text Now Via WhatsApp","html":"(4, 8, 7, 3, 2, 1, 0, 4, 8, 0, 4) Text Now Via WhatsApp"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253571625513200,"gmtCreate":1702926176724,"gmtModify":1702926179412,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"0\"></v-v>Philippine&nbsp;","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$&nbsp;</a><v-v data-views=\"0\"></v-v>Philippine&nbsp;","text":"$Bank of America(BAC)$ Philippine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253571625513200","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980312948,"gmtCreate":1665649589284,"gmtModify":1676537642757,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$</a><v-v data-views=\"0\"></v-v>","text":"$Bilibili Inc.(BILI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/9980312948","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980331761,"gmtCreate":1665646424853,"gmtModify":1676537642139,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SQ\">$Block(SQ)$</a><v-v data-views=\"0\"></v-v>[Cry]&nbsp;","listText":"<a href=\"https://ttm.financial/S/SQ\">$Block(SQ)$</a><v-v data-views=\"0\"></v-v>[Cry]&nbsp;","text":"$Block(SQ)$[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9980331761","isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293601465385072,"gmtCreate":1712699562768,"gmtModify":1712699566659,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Yep 200🔥","listText":"Yep 200🔥","text":"Yep 200🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293601465385072","repostId":"2426208194","repostType":2,"repost":{"id":"2426208194","pubTimestamp":1712676344,"share":"https://www.laohu8.com/m/news/2426208194?lang=&edition=full","pubTime":"2024-04-09 23:25","market":"sh","language":"en","title":"Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2426208194","media":"seekingalpha","summary":"Let's dive in. Tesla's Financials No conversation about Tesla would be complete without a mention of the company's financials. In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it. On the profitability front, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion: 10-K Gross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla stock has underperformed the S&amp;P 500 by 45% since our initial bearish article in November.</p></li><li><p>As shares have sold off and the company&#39;s financials have remained stable, the valuation is beginning to look much more attractive.</p></li><li><p>The potential success of Tesla&#39;s self-driving technology could unlock a new vertical for the company, powering higher growth and a more robust multiple.</p></li><li><p>We&#39;re upgrading Tesla to a &#34;Buy.&#34;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e7308d4234f2262a72529aba2e5c9f3\" tg-width=\"750\" tg-height=\"499\"/></p><p>Justin Paget/DigitalVision via Getty Images</p><p>There are a number of sayings in finance, but one of our favorites is the following: &#34;When the time comes to buy, you won&#39;t want to.&#34;</p><p>Essentially, at its core, it means that the best time to buy a given asset is when everyone else is maximally bearish on it. When this happens, fears are usually overblown, and it might be possible to secure a great price for a great asset over the long term.</p><p>It&#39;s similar to Baron Rothschild&#39;s advice - &#34;Buy when there is blood in the streets, <em>even if the blood is your own</em>.&#34;</p><p>Today, when it comes to <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), it appears as though there is blood in the streets.</p><p>Here on Seeking Alpha, there has been a slew of negative analysis on the company recently, which has coincided with a particularly weak period for the stock:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/83521b05003fe1dda273b71e8d8206fb\" tg-width=\"640\" tg-height=\"513\"/></p><p>Seeking Alpha</p><p>In fact, since our <strong>initial bearish coverage</strong> on Tesla last November, the stock has underperformed the S&amp;P 500 (SP500) by a massive 45%:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eab2acea498c3d739cdd54a683cbc1da\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>This is partially due to a number of factors that we discussed in our first article, including potential margin compression, slowing growth, and a particularly expensive valuation that was completely out of line with the rest of the industry.</p><p>However, fast-forward to the present, and Tesla has continued to execute. Sure, growth has slowed, but as the stock has come in and nominal profits have continued to rise, the stock now appears more reasonably valued, and positive developments in the self-driving space could potentially unlock a wholly new, valuable vertical for the company, especially as the conventional auto business becomes more and more competitive.</p><p>Today, we&#39;ll explore a couple of the reasons as to why we find ourselves more bullish on Tesla, as well as why we view this as a potential &#39;close-your-eyes-and-buy&#39;-type moment.</p><p>Sound good?</p><p>Let&#39;s dive in.</p><h2 id=\"id_3746316428\">Tesla&#39;s Financials</h2><p>No conversation about Tesla would be complete without a mention of the company&#39;s financials.</p><p>In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it.</p><p><strong>On the profitability front</strong>, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/68fed6f4b672b311d4aa412c0fd9f521\" tg-width=\"640\" tg-height=\"174\"/></p><p>10-K</p><p>Gross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has remained strong due to a non-cash tax release that has kept on-paper profitability high:</p><blockquote><p>Our 2023 GAAP net income was impacted by the recognition of one-time non-cash benefit of $5.9 billion from the release of valuation allowance on certain deferred tax assets. This was due to our recent history of sustained profitability and is similar to several other companies who have recently gone through a similar change in their account.</p></blockquote><p>On a cash basis, FCF did fall this year somewhat, but this has been an industry-wide trend as a number of automakers combat the same macro trends of inflation and higher commodity/input prices.</p><p>That said, Tesla&#39;s management has done a good job of being disciplined with variable operating spend, keeping OpEx essentially flat from 2022.</p><p><strong>On the liquidity front</strong>, Tesla also remains in an incredibly strong position, boasting $29 billion in cash and equivalents, and only $2 billion in long-term debt.</p><p>With interest payments being essentially inconsequential, the recent rise in interest rates, which has affected so many other companies, hasn&#39;t had much of an impact on shareholder equity, which should be the case going forward as well.</p><p><strong>Finally, on the growth front</strong>, prospects appear to be improving.</p><p>In our initial article, we made the case that Tesla&#39;s range of opportunities was narrowing, given the company&#39;s astonishingly expensive stock price and lack of progress on producing new initiatives, like full self-drive (&#34;FSD&#34;) and Optimus.</p><p>In our view, Tesla was a company resting on the dual pillars of Autos and Energy, with a few interesting side projects to support those two aims.</p><p>That could be changing.</p><p>In December, Tesla launched FSD v12, which many have touted as a large upgrade over the previous self-driving models. This significant improvement is due to a full technological overhaul, which has converted the program&#39;s decision-making capability from rote memorization of C++ code into a fully automated system powered by neural nets.</p><p>Subsequent V12.x upgrades have only improved this service further.</p><p>Skeptics have largely dismissed this upgrade as incremental, but anecdotally, we&#39;re hearing from more and more friends about their recent experiences with Tesla EVs, and how good the new FSD model has been.</p><p>Recently, we also got a ride through New York in a Tesla Uber, and the Uber driver fully let the new FSD program navigate its way to our destination. As far as threat surfaces, New York streets are quite a difficult challenge - they&#39;re jammed up with pedestrians, bikes, buses, trucks, and a number of other things that the new V12 FSD program handled with ease. Did we mention that it was dark, and raining?</p><p>It really felt like you were being driven around by a human driver.</p><p>Now, this served as a nice product demo, but we&#39;re also aware that Elon has consistently promised the world when it comes to FSD and robotaxis, and consistently missed the mark. For a summary of these misses, check out fellow SA contributor Anton Wahlman&#39;s recent article.</p><p>That said, it appears as though momentum is building, and Elon recently announced that there would be a robotaxi unveil (presumably) later this year, in August.</p><p>In terms of the economics, there&#39;s no question that a fully automated ride hailing service powered by Tesla FSD would boast better economics than current options like Uber (UBER) and Bolt - with lower prices for consumers, and similar margins for Tesla compared to the current ride-hailing giants.</p><p>However, the interesting part, to us, is that should this service potentially launch and expand, it could add a third pillar to Tesla&#39;s business.</p><p>This could potentially expand financial results, and it could also power faster growth, which could re-inflate the stock&#39;s valuation.</p><p>This has been a well-known bullish talking point for a long time, but we&#39;re now <strong>finally seeing evidence</strong> that it could be closer than Elon&#39;s long track record of missed estimates suggests.</p><h2 id=\"id_2554966904\">Is Tesla A Good Value?</h2><p>None of this would mean much if the stock was still wildly expensive, but thankfully, between the improving profitability situation and the falling stock, things now appear far more reasonable for those looking to dip their toes in.</p><p>Before, we calculated that if Tesla was valued like other automakers, the stock would probably be worth somewhere between $11 and $19 per share:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1fa8c8a782a1087bc4df895ce0c58e6\" tg-width=\"968\" tg-height=\"433\"/></p><p>PropNotes</p><p>Clearly, the market does not believe this to be the case, as Friday&#39;s close was around $164 per share.</p><p>However, if Tesla were to successfully add a robotaxi fleet segment to its business - which, as a software business, would likely be very high margin - then Tesla&#39;s current top and bottom-line multiples, which lie at 5x sales and 38x earnings, suddenly appear much more reasonable:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae1f476842f1b80ee90bc2c55198738b\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>In fact, if you extrapolate out a conservative historical top-line sales multiple at 7x revenue, then, when combined with analyst&#39;s averaged growth estimates over the next few years, TSLA shares actually look relatively cheap - for the first time in a long time:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a289c6c8f07c9497425e05851aa80005\" tg-width=\"640\" tg-height=\"257\"/></p><p>FAST Graphs</p><p>Zooming out, the last time that Tesla traded at a low 5x handle multiple was in late December 2022, which proved to be a concrete bottom in the stock.</p><p>Almost a year and a half on now from that price plunge, things are back at that point, and we&#39;re comfortable saying that the risks are now firmly to the upside, as maximal bearish chatter swells, and the price continues to dip.</p><p>Remember - when the time comes to buy, you won&#39;t want to.</p><h2 id=\"id_2964878830\">Risks</h2><p>There are a number of risks to our &#34;Buy&#34; thesis.</p><p>First, we could be too early to the robotaxi thesis, as so many other analysts before us have been. It could take more months, or even more years, for a fully functional ride hailing service to launch, if one even launches at all.</p><p>That said, momentum seems to be building towards this new business driver, which, we think, could send the stock on another leg higher.</p><p>Additionally, negative momentum in the stock has been strong, and catching a falling knife is a great way to get cut:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c11a4d3210cf32a995b88ea3c697f025\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>Our weekly momentum indicator, which is based on a smoothed Heiken Ashi setup, shows that things are still firmly &#34;Red.&#34;</p><p>Plus, with a &#34;true&#34; base of value, (as an auto company) at a price WAY lower than where things are currently trading, there&#39;s still plenty of room for negative sentiment around FSD and robotaxis to send the stock lower. With so much speculation built into the valuation, the &#34;floor&#34; of value could take a while to find.</p><p>Just because something appears to be a good value doesn&#39;t mean that the market will agree anytime soon.</p><h2 id=\"id_218498123\">Summary</h2><p>That said, if you&#39;re on the sidelines, now appears to be as good a time as any to begin snapping up shares. We think that over the long term, Tesla&#39;s business will likely remain supported by its two key pillars in Auto and Energy.</p><p>Analysts are projecting solid top and bottom-line results as the company continues to streamline operations and test out advertising formats, which makes the stock relatively attractive on valuation and growth alone.</p><p>Then, if robotaxis end up coming to fruition, the current price really looks like a steal.</p><p>While there are some risks around the timing of these developments, as well as how the stock still appears to be trending lower, on balance, we&#39;re upgrading Tesla to &#34;Buy.&#34;</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock has underperformed the S&P 500 by 45% since our initial bearish article in November.As shares have sold off and the company's financials have remained stable, the valuation is beginning to...</p>\n\n<a href=\"https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","TSLL":"Direxion Daily TSLA Bull 2X Shares","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999015978.USD":"利安颠覆性创新基金A","BK4588":"碎股","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4503":"景林资产持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4022":"陆运","BK4230":"旅客陆运","BK4505":"高瓴资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2426208194","content_text":"Tesla stock has underperformed the S&P 500 by 45% since our initial bearish article in November.As shares have sold off and the company's financials have remained stable, the valuation is beginning to look much more attractive.The potential success of Tesla's self-driving technology could unlock a new vertical for the company, powering higher growth and a more robust multiple.We're upgrading Tesla to a \"Buy.\"Justin Paget/DigitalVision via Getty ImagesThere are a number of sayings in finance, but one of our favorites is the following: \"When the time comes to buy, you won't want to.\"Essentially, at its core, it means that the best time to buy a given asset is when everyone else is maximally bearish on it. When this happens, fears are usually overblown, and it might be possible to secure a great price for a great asset over the long term.It's similar to Baron Rothschild's advice - \"Buy when there is blood in the streets, even if the blood is your own.\"Today, when it comes to Tesla, Inc. (NASDAQ:TSLA), it appears as though there is blood in the streets.Here on Seeking Alpha, there has been a slew of negative analysis on the company recently, which has coincided with a particularly weak period for the stock:Seeking AlphaIn fact, since our initial bearish coverage on Tesla last November, the stock has underperformed the S&P 500 (SP500) by a massive 45%:TradingViewThis is partially due to a number of factors that we discussed in our first article, including potential margin compression, slowing growth, and a particularly expensive valuation that was completely out of line with the rest of the industry.However, fast-forward to the present, and Tesla has continued to execute. Sure, growth has slowed, but as the stock has come in and nominal profits have continued to rise, the stock now appears more reasonably valued, and positive developments in the self-driving space could potentially unlock a wholly new, valuable vertical for the company, especially as the conventional auto business becomes more and more competitive.Today, we'll explore a couple of the reasons as to why we find ourselves more bullish on Tesla, as well as why we view this as a potential 'close-your-eyes-and-buy'-type moment.Sound good?Let's dive in.Tesla's FinancialsNo conversation about Tesla would be complete without a mention of the company's financials.In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it.On the profitability front, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion:10-KGross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has remained strong due to a non-cash tax release that has kept on-paper profitability high:Our 2023 GAAP net income was impacted by the recognition of one-time non-cash benefit of $5.9 billion from the release of valuation allowance on certain deferred tax assets. This was due to our recent history of sustained profitability and is similar to several other companies who have recently gone through a similar change in their account.On a cash basis, FCF did fall this year somewhat, but this has been an industry-wide trend as a number of automakers combat the same macro trends of inflation and higher commodity/input prices.That said, Tesla's management has done a good job of being disciplined with variable operating spend, keeping OpEx essentially flat from 2022.On the liquidity front, Tesla also remains in an incredibly strong position, boasting $29 billion in cash and equivalents, and only $2 billion in long-term debt.With interest payments being essentially inconsequential, the recent rise in interest rates, which has affected so many other companies, hasn't had much of an impact on shareholder equity, which should be the case going forward as well.Finally, on the growth front, prospects appear to be improving.In our initial article, we made the case that Tesla's range of opportunities was narrowing, given the company's astonishingly expensive stock price and lack of progress on producing new initiatives, like full self-drive (\"FSD\") and Optimus.In our view, Tesla was a company resting on the dual pillars of Autos and Energy, with a few interesting side projects to support those two aims.That could be changing.In December, Tesla launched FSD v12, which many have touted as a large upgrade over the previous self-driving models. This significant improvement is due to a full technological overhaul, which has converted the program's decision-making capability from rote memorization of C++ code into a fully automated system powered by neural nets.Subsequent V12.x upgrades have only improved this service further.Skeptics have largely dismissed this upgrade as incremental, but anecdotally, we're hearing from more and more friends about their recent experiences with Tesla EVs, and how good the new FSD model has been.Recently, we also got a ride through New York in a Tesla Uber, and the Uber driver fully let the new FSD program navigate its way to our destination. As far as threat surfaces, New York streets are quite a difficult challenge - they're jammed up with pedestrians, bikes, buses, trucks, and a number of other things that the new V12 FSD program handled with ease. Did we mention that it was dark, and raining?It really felt like you were being driven around by a human driver.Now, this served as a nice product demo, but we're also aware that Elon has consistently promised the world when it comes to FSD and robotaxis, and consistently missed the mark. For a summary of these misses, check out fellow SA contributor Anton Wahlman's recent article.That said, it appears as though momentum is building, and Elon recently announced that there would be a robotaxi unveil (presumably) later this year, in August.In terms of the economics, there's no question that a fully automated ride hailing service powered by Tesla FSD would boast better economics than current options like Uber (UBER) and Bolt - with lower prices for consumers, and similar margins for Tesla compared to the current ride-hailing giants.However, the interesting part, to us, is that should this service potentially launch and expand, it could add a third pillar to Tesla's business.This could potentially expand financial results, and it could also power faster growth, which could re-inflate the stock's valuation.This has been a well-known bullish talking point for a long time, but we're now finally seeing evidence that it could be closer than Elon's long track record of missed estimates suggests.Is Tesla A Good Value?None of this would mean much if the stock was still wildly expensive, but thankfully, between the improving profitability situation and the falling stock, things now appear far more reasonable for those looking to dip their toes in.Before, we calculated that if Tesla was valued like other automakers, the stock would probably be worth somewhere between $11 and $19 per share:PropNotesClearly, the market does not believe this to be the case, as Friday's close was around $164 per share.However, if Tesla were to successfully add a robotaxi fleet segment to its business - which, as a software business, would likely be very high margin - then Tesla's current top and bottom-line multiples, which lie at 5x sales and 38x earnings, suddenly appear much more reasonable:TradingViewIn fact, if you extrapolate out a conservative historical top-line sales multiple at 7x revenue, then, when combined with analyst's averaged growth estimates over the next few years, TSLA shares actually look relatively cheap - for the first time in a long time:FAST GraphsZooming out, the last time that Tesla traded at a low 5x handle multiple was in late December 2022, which proved to be a concrete bottom in the stock.Almost a year and a half on now from that price plunge, things are back at that point, and we're comfortable saying that the risks are now firmly to the upside, as maximal bearish chatter swells, and the price continues to dip.Remember - when the time comes to buy, you won't want to.RisksThere are a number of risks to our \"Buy\" thesis.First, we could be too early to the robotaxi thesis, as so many other analysts before us have been. It could take more months, or even more years, for a fully functional ride hailing service to launch, if one even launches at all.That said, momentum seems to be building towards this new business driver, which, we think, could send the stock on another leg higher.Additionally, negative momentum in the stock has been strong, and catching a falling knife is a great way to get cut:TradingViewOur weekly momentum indicator, which is based on a smoothed Heiken Ashi setup, shows that things are still firmly \"Red.\"Plus, with a \"true\" base of value, (as an auto company) at a price WAY lower than where things are currently trading, there's still plenty of room for negative sentiment around FSD and robotaxis to send the stock lower. With so much speculation built into the valuation, the \"floor\" of value could take a while to find.Just because something appears to be a good value doesn't mean that the market will agree anytime soon.SummaryThat said, if you're on the sidelines, now appears to be as good a time as any to begin snapping up shares. We think that over the long term, Tesla's business will likely remain supported by its two key pillars in Auto and Energy.Analysts are projecting solid top and bottom-line results as the company continues to streamline operations and test out advertising formats, which makes the stock relatively attractive on valuation and growth alone.Then, if robotaxis end up coming to fruition, the current price really looks like a steal.While there are some risks around the timing of these developments, as well as how the stock still appears to be trending lower, on balance, we're upgrading Tesla to \"Buy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293575095255200,"gmtCreate":1712693125753,"gmtModify":1712693130697,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Half&nbsp;","listText":"Half&nbsp;","text":"Half","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293575095255200","repostId":"2426208194","repostType":4,"repost":{"id":"2426208194","pubTimestamp":1712676344,"share":"https://www.laohu8.com/m/news/2426208194?lang=&edition=full","pubTime":"2024-04-09 23:25","market":"sh","language":"en","title":"Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2426208194","media":"seekingalpha","summary":"Let's dive in. Tesla's Financials No conversation about Tesla would be complete without a mention of the company's financials. In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it. On the profitability front, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion: 10-K Gross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla stock has underperformed the S&amp;P 500 by 45% since our initial bearish article in November.</p></li><li><p>As shares have sold off and the company&#39;s financials have remained stable, the valuation is beginning to look much more attractive.</p></li><li><p>The potential success of Tesla&#39;s self-driving technology could unlock a new vertical for the company, powering higher growth and a more robust multiple.</p></li><li><p>We&#39;re upgrading Tesla to a &#34;Buy.&#34;</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e7308d4234f2262a72529aba2e5c9f3\" tg-width=\"750\" tg-height=\"499\"/></p><p>Justin Paget/DigitalVision via Getty Images</p><p>There are a number of sayings in finance, but one of our favorites is the following: &#34;When the time comes to buy, you won&#39;t want to.&#34;</p><p>Essentially, at its core, it means that the best time to buy a given asset is when everyone else is maximally bearish on it. When this happens, fears are usually overblown, and it might be possible to secure a great price for a great asset over the long term.</p><p>It&#39;s similar to Baron Rothschild&#39;s advice - &#34;Buy when there is blood in the streets, <em>even if the blood is your own</em>.&#34;</p><p>Today, when it comes to <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), it appears as though there is blood in the streets.</p><p>Here on Seeking Alpha, there has been a slew of negative analysis on the company recently, which has coincided with a particularly weak period for the stock:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/83521b05003fe1dda273b71e8d8206fb\" tg-width=\"640\" tg-height=\"513\"/></p><p>Seeking Alpha</p><p>In fact, since our <strong>initial bearish coverage</strong> on Tesla last November, the stock has underperformed the S&amp;P 500 (SP500) by a massive 45%:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eab2acea498c3d739cdd54a683cbc1da\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>This is partially due to a number of factors that we discussed in our first article, including potential margin compression, slowing growth, and a particularly expensive valuation that was completely out of line with the rest of the industry.</p><p>However, fast-forward to the present, and Tesla has continued to execute. Sure, growth has slowed, but as the stock has come in and nominal profits have continued to rise, the stock now appears more reasonably valued, and positive developments in the self-driving space could potentially unlock a wholly new, valuable vertical for the company, especially as the conventional auto business becomes more and more competitive.</p><p>Today, we&#39;ll explore a couple of the reasons as to why we find ourselves more bullish on Tesla, as well as why we view this as a potential &#39;close-your-eyes-and-buy&#39;-type moment.</p><p>Sound good?</p><p>Let&#39;s dive in.</p><h2 id=\"id_3746316428\">Tesla&#39;s Financials</h2><p>No conversation about Tesla would be complete without a mention of the company&#39;s financials.</p><p>In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it.</p><p><strong>On the profitability front</strong>, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/68fed6f4b672b311d4aa412c0fd9f521\" tg-width=\"640\" tg-height=\"174\"/></p><p>10-K</p><p>Gross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has remained strong due to a non-cash tax release that has kept on-paper profitability high:</p><blockquote><p>Our 2023 GAAP net income was impacted by the recognition of one-time non-cash benefit of $5.9 billion from the release of valuation allowance on certain deferred tax assets. This was due to our recent history of sustained profitability and is similar to several other companies who have recently gone through a similar change in their account.</p></blockquote><p>On a cash basis, FCF did fall this year somewhat, but this has been an industry-wide trend as a number of automakers combat the same macro trends of inflation and higher commodity/input prices.</p><p>That said, Tesla&#39;s management has done a good job of being disciplined with variable operating spend, keeping OpEx essentially flat from 2022.</p><p><strong>On the liquidity front</strong>, Tesla also remains in an incredibly strong position, boasting $29 billion in cash and equivalents, and only $2 billion in long-term debt.</p><p>With interest payments being essentially inconsequential, the recent rise in interest rates, which has affected so many other companies, hasn&#39;t had much of an impact on shareholder equity, which should be the case going forward as well.</p><p><strong>Finally, on the growth front</strong>, prospects appear to be improving.</p><p>In our initial article, we made the case that Tesla&#39;s range of opportunities was narrowing, given the company&#39;s astonishingly expensive stock price and lack of progress on producing new initiatives, like full self-drive (&#34;FSD&#34;) and Optimus.</p><p>In our view, Tesla was a company resting on the dual pillars of Autos and Energy, with a few interesting side projects to support those two aims.</p><p>That could be changing.</p><p>In December, Tesla launched FSD v12, which many have touted as a large upgrade over the previous self-driving models. This significant improvement is due to a full technological overhaul, which has converted the program&#39;s decision-making capability from rote memorization of C++ code into a fully automated system powered by neural nets.</p><p>Subsequent V12.x upgrades have only improved this service further.</p><p>Skeptics have largely dismissed this upgrade as incremental, but anecdotally, we&#39;re hearing from more and more friends about their recent experiences with Tesla EVs, and how good the new FSD model has been.</p><p>Recently, we also got a ride through New York in a Tesla Uber, and the Uber driver fully let the new FSD program navigate its way to our destination. As far as threat surfaces, New York streets are quite a difficult challenge - they&#39;re jammed up with pedestrians, bikes, buses, trucks, and a number of other things that the new V12 FSD program handled with ease. Did we mention that it was dark, and raining?</p><p>It really felt like you were being driven around by a human driver.</p><p>Now, this served as a nice product demo, but we&#39;re also aware that Elon has consistently promised the world when it comes to FSD and robotaxis, and consistently missed the mark. For a summary of these misses, check out fellow SA contributor Anton Wahlman&#39;s recent article.</p><p>That said, it appears as though momentum is building, and Elon recently announced that there would be a robotaxi unveil (presumably) later this year, in August.</p><p>In terms of the economics, there&#39;s no question that a fully automated ride hailing service powered by Tesla FSD would boast better economics than current options like Uber (UBER) and Bolt - with lower prices for consumers, and similar margins for Tesla compared to the current ride-hailing giants.</p><p>However, the interesting part, to us, is that should this service potentially launch and expand, it could add a third pillar to Tesla&#39;s business.</p><p>This could potentially expand financial results, and it could also power faster growth, which could re-inflate the stock&#39;s valuation.</p><p>This has been a well-known bullish talking point for a long time, but we&#39;re now <strong>finally seeing evidence</strong> that it could be closer than Elon&#39;s long track record of missed estimates suggests.</p><h2 id=\"id_2554966904\">Is Tesla A Good Value?</h2><p>None of this would mean much if the stock was still wildly expensive, but thankfully, between the improving profitability situation and the falling stock, things now appear far more reasonable for those looking to dip their toes in.</p><p>Before, we calculated that if Tesla was valued like other automakers, the stock would probably be worth somewhere between $11 and $19 per share:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1fa8c8a782a1087bc4df895ce0c58e6\" tg-width=\"968\" tg-height=\"433\"/></p><p>PropNotes</p><p>Clearly, the market does not believe this to be the case, as Friday&#39;s close was around $164 per share.</p><p>However, if Tesla were to successfully add a robotaxi fleet segment to its business - which, as a software business, would likely be very high margin - then Tesla&#39;s current top and bottom-line multiples, which lie at 5x sales and 38x earnings, suddenly appear much more reasonable:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ae1f476842f1b80ee90bc2c55198738b\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>In fact, if you extrapolate out a conservative historical top-line sales multiple at 7x revenue, then, when combined with analyst&#39;s averaged growth estimates over the next few years, TSLA shares actually look relatively cheap - for the first time in a long time:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a289c6c8f07c9497425e05851aa80005\" tg-width=\"640\" tg-height=\"257\"/></p><p>FAST Graphs</p><p>Zooming out, the last time that Tesla traded at a low 5x handle multiple was in late December 2022, which proved to be a concrete bottom in the stock.</p><p>Almost a year and a half on now from that price plunge, things are back at that point, and we&#39;re comfortable saying that the risks are now firmly to the upside, as maximal bearish chatter swells, and the price continues to dip.</p><p>Remember - when the time comes to buy, you won&#39;t want to.</p><h2 id=\"id_2964878830\">Risks</h2><p>There are a number of risks to our &#34;Buy&#34; thesis.</p><p>First, we could be too early to the robotaxi thesis, as so many other analysts before us have been. It could take more months, or even more years, for a fully functional ride hailing service to launch, if one even launches at all.</p><p>That said, momentum seems to be building towards this new business driver, which, we think, could send the stock on another leg higher.</p><p>Additionally, negative momentum in the stock has been strong, and catching a falling knife is a great way to get cut:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c11a4d3210cf32a995b88ea3c697f025\" tg-width=\"640\" tg-height=\"431\"/></p><p>TradingView</p><p>Our weekly momentum indicator, which is based on a smoothed Heiken Ashi setup, shows that things are still firmly &#34;Red.&#34;</p><p>Plus, with a &#34;true&#34; base of value, (as an auto company) at a price WAY lower than where things are currently trading, there&#39;s still plenty of room for negative sentiment around FSD and robotaxis to send the stock lower. With so much speculation built into the valuation, the &#34;floor&#34; of value could take a while to find.</p><p>Just because something appears to be a good value doesn&#39;t mean that the market will agree anytime soon.</p><h2 id=\"id_218498123\">Summary</h2><p>That said, if you&#39;re on the sidelines, now appears to be as good a time as any to begin snapping up shares. We think that over the long term, Tesla&#39;s business will likely remain supported by its two key pillars in Auto and Energy.</p><p>Analysts are projecting solid top and bottom-line results as the company continues to streamline operations and test out advertising formats, which makes the stock relatively attractive on valuation and growth alone.</p><p>Then, if robotaxis end up coming to fruition, the current price really looks like a steal.</p><p>While there are some risks around the timing of these developments, as well as how the stock still appears to be trending lower, on balance, we&#39;re upgrading Tesla to &#34;Buy.&#34;</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: When The Time Comes To Buy, You Won't Want To (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock has underperformed the S&P 500 by 45% since our initial bearish article in November.As shares have sold off and the company's financials have remained stable, the valuation is beginning to...</p>\n\n<a href=\"https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - 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USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4022":"陆运","BK4230":"旅客陆运","BK4505":"高瓴资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://seekingalpha.com/article/4682883-tesla-when-the-time-comes-to-buy-you-wont-want-to-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2426208194","content_text":"Tesla stock has underperformed the S&P 500 by 45% since our initial bearish article in November.As shares have sold off and the company's financials have remained stable, the valuation is beginning to look much more attractive.The potential success of Tesla's self-driving technology could unlock a new vertical for the company, powering higher growth and a more robust multiple.We're upgrading Tesla to a \"Buy.\"Justin Paget/DigitalVision via Getty ImagesThere are a number of sayings in finance, but one of our favorites is the following: \"When the time comes to buy, you won't want to.\"Essentially, at its core, it means that the best time to buy a given asset is when everyone else is maximally bearish on it. When this happens, fears are usually overblown, and it might be possible to secure a great price for a great asset over the long term.It's similar to Baron Rothschild's advice - \"Buy when there is blood in the streets, even if the blood is your own.\"Today, when it comes to Tesla, Inc. (NASDAQ:TSLA), it appears as though there is blood in the streets.Here on Seeking Alpha, there has been a slew of negative analysis on the company recently, which has coincided with a particularly weak period for the stock:Seeking AlphaIn fact, since our initial bearish coverage on Tesla last November, the stock has underperformed the S&P 500 (SP500) by a massive 45%:TradingViewThis is partially due to a number of factors that we discussed in our first article, including potential margin compression, slowing growth, and a particularly expensive valuation that was completely out of line with the rest of the industry.However, fast-forward to the present, and Tesla has continued to execute. Sure, growth has slowed, but as the stock has come in and nominal profits have continued to rise, the stock now appears more reasonably valued, and positive developments in the self-driving space could potentially unlock a wholly new, valuable vertical for the company, especially as the conventional auto business becomes more and more competitive.Today, we'll explore a couple of the reasons as to why we find ourselves more bullish on Tesla, as well as why we view this as a potential 'close-your-eyes-and-buy'-type moment.Sound good?Let's dive in.Tesla's FinancialsNo conversation about Tesla would be complete without a mention of the company's financials.In short, the company is doing well. Results have been relatively strong, liquidity is robust, and the company has a number of growth avenues available to it.On the profitability front, TSLA recently reported all-time highs in both TTM revenue and TTM net income, bolstered by strong vehicle sales which grew more than $11 billion YoY, from $67 billion to $78 billion, and big growth in the Energy segment, which was up from $3.9 billion to $6 billion:10-KGross margins were down in 2023 due to higher input costs, both in terms of labor and commodities, as well as lower sales prices across the board, but net income has remained strong due to a non-cash tax release that has kept on-paper profitability high:Our 2023 GAAP net income was impacted by the recognition of one-time non-cash benefit of $5.9 billion from the release of valuation allowance on certain deferred tax assets. This was due to our recent history of sustained profitability and is similar to several other companies who have recently gone through a similar change in their account.On a cash basis, FCF did fall this year somewhat, but this has been an industry-wide trend as a number of automakers combat the same macro trends of inflation and higher commodity/input prices.That said, Tesla's management has done a good job of being disciplined with variable operating spend, keeping OpEx essentially flat from 2022.On the liquidity front, Tesla also remains in an incredibly strong position, boasting $29 billion in cash and equivalents, and only $2 billion in long-term debt.With interest payments being essentially inconsequential, the recent rise in interest rates, which has affected so many other companies, hasn't had much of an impact on shareholder equity, which should be the case going forward as well.Finally, on the growth front, prospects appear to be improving.In our initial article, we made the case that Tesla's range of opportunities was narrowing, given the company's astonishingly expensive stock price and lack of progress on producing new initiatives, like full self-drive (\"FSD\") and Optimus.In our view, Tesla was a company resting on the dual pillars of Autos and Energy, with a few interesting side projects to support those two aims.That could be changing.In December, Tesla launched FSD v12, which many have touted as a large upgrade over the previous self-driving models. This significant improvement is due to a full technological overhaul, which has converted the program's decision-making capability from rote memorization of C++ code into a fully automated system powered by neural nets.Subsequent V12.x upgrades have only improved this service further.Skeptics have largely dismissed this upgrade as incremental, but anecdotally, we're hearing from more and more friends about their recent experiences with Tesla EVs, and how good the new FSD model has been.Recently, we also got a ride through New York in a Tesla Uber, and the Uber driver fully let the new FSD program navigate its way to our destination. As far as threat surfaces, New York streets are quite a difficult challenge - they're jammed up with pedestrians, bikes, buses, trucks, and a number of other things that the new V12 FSD program handled with ease. Did we mention that it was dark, and raining?It really felt like you were being driven around by a human driver.Now, this served as a nice product demo, but we're also aware that Elon has consistently promised the world when it comes to FSD and robotaxis, and consistently missed the mark. For a summary of these misses, check out fellow SA contributor Anton Wahlman's recent article.That said, it appears as though momentum is building, and Elon recently announced that there would be a robotaxi unveil (presumably) later this year, in August.In terms of the economics, there's no question that a fully automated ride hailing service powered by Tesla FSD would boast better economics than current options like Uber (UBER) and Bolt - with lower prices for consumers, and similar margins for Tesla compared to the current ride-hailing giants.However, the interesting part, to us, is that should this service potentially launch and expand, it could add a third pillar to Tesla's business.This could potentially expand financial results, and it could also power faster growth, which could re-inflate the stock's valuation.This has been a well-known bullish talking point for a long time, but we're now finally seeing evidence that it could be closer than Elon's long track record of missed estimates suggests.Is Tesla A Good Value?None of this would mean much if the stock was still wildly expensive, but thankfully, between the improving profitability situation and the falling stock, things now appear far more reasonable for those looking to dip their toes in.Before, we calculated that if Tesla was valued like other automakers, the stock would probably be worth somewhere between $11 and $19 per share:PropNotesClearly, the market does not believe this to be the case, as Friday's close was around $164 per share.However, if Tesla were to successfully add a robotaxi fleet segment to its business - which, as a software business, would likely be very high margin - then Tesla's current top and bottom-line multiples, which lie at 5x sales and 38x earnings, suddenly appear much more reasonable:TradingViewIn fact, if you extrapolate out a conservative historical top-line sales multiple at 7x revenue, then, when combined with analyst's averaged growth estimates over the next few years, TSLA shares actually look relatively cheap - for the first time in a long time:FAST GraphsZooming out, the last time that Tesla traded at a low 5x handle multiple was in late December 2022, which proved to be a concrete bottom in the stock.Almost a year and a half on now from that price plunge, things are back at that point, and we're comfortable saying that the risks are now firmly to the upside, as maximal bearish chatter swells, and the price continues to dip.Remember - when the time comes to buy, you won't want to.RisksThere are a number of risks to our \"Buy\" thesis.First, we could be too early to the robotaxi thesis, as so many other analysts before us have been. It could take more months, or even more years, for a fully functional ride hailing service to launch, if one even launches at all.That said, momentum seems to be building towards this new business driver, which, we think, could send the stock on another leg higher.Additionally, negative momentum in the stock has been strong, and catching a falling knife is a great way to get cut:TradingViewOur weekly momentum indicator, which is based on a smoothed Heiken Ashi setup, shows that things are still firmly \"Red.\"Plus, with a \"true\" base of value, (as an auto company) at a price WAY lower than where things are currently trading, there's still plenty of room for negative sentiment around FSD and robotaxis to send the stock lower. With so much speculation built into the valuation, the \"floor\" of value could take a while to find.Just because something appears to be a good value doesn't mean that the market will agree anytime soon.SummaryThat said, if you're on the sidelines, now appears to be as good a time as any to begin snapping up shares. We think that over the long term, Tesla's business will likely remain supported by its two key pillars in Auto and Energy.Analysts are projecting solid top and bottom-line results as the company continues to streamline operations and test out advertising formats, which makes the stock relatively attractive on valuation and growth alone.Then, if robotaxis end up coming to fruition, the current price really looks like a steal.While there are some risks around the timing of these developments, as well as how the stock still appears to be trending lower, on balance, we're upgrading Tesla to \"Buy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":245507217563784,"gmtCreate":1700962311402,"gmtModify":1700962315551,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Streets","listText":"Streets","text":"Streets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245507217563784","repostId":"1106269908","repostType":2,"repost":{"id":"1106269908","pubTimestamp":1700958302,"share":"https://www.laohu8.com/m/news/1106269908?lang=&edition=full","pubTime":"2023-11-26 08:25","market":"us","language":"en","title":"Wall Street's Top 10 Stock Calls This Week: Baidu, Arm, Boeing, Virgin Galactic, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1106269908","media":"24/7 Wall St.","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week?","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street&#39;s best analysts during the week of November 20-24.<br/><br/><strong>Top 5 Buy Calls:</strong></p><p><strong>1. Nomura upgrades Baidu on &#34;cheap&#34; valuation, AI initiative</strong></p><p>Nomura upgraded Baidu (BIDU) to Buy from Neutral with a price target of $145, up from $135. The &#34;cheap valuation&#34; following the stock&#39;s 30% decline since the July peak plus the company&#39;s resolution to buy back shares aggressively from now &#34;seem to warrant the benefit of doubt&#34; about its artificial intelligence initiative, the firm tells investors in a research note. Nomura believes incremental downside risks appear limited at current share levels. Baidu&#39;s Ernie Bot AI initiative &#34;leads among its Chinese peers in terms of overall performance, which we think may give Baidu a head start in this increasingly competitive market,&#34; writes the firm.</p><p><strong>2. Deutsche upgrades Boeing to Buy on accelerating aircraft deliveries</strong></p><p>Deutsche Bank upgraded Boeing (BA) to Buy from Hold with a price target of $270, up from $204, which offers 30% upside. Aircraft deliveries are accelerating and there&#39;s a credible case to be made that this improved performance can be sustained, the firm tells investors in a research note. If that is correct, Boeing&#39;s momentum on deliveries should carry through to a positive inflection in free cash flow revisions, Deutsche Bank says. The firm thinks this inflection in revisions can drive the shares to outperform. It says better deliveries equal better free cash flow, and better free cash flow should drive shares higher. Deutsche is now above Street across all years of its forecast horizon that runs through 2027.</p><p><strong>3. Arm initiated with an Overweight at Wells Fargo</strong></p><p>Wells Fargo initiated coverage of Arm (ARM) with an Overweight rating and $70 price target. Arm has been the leading innovator in RISC-based compute since its founding and can continue the momentum well into the future by taking compute share, the firm tells investors in a research note.</p><p><strong>4. Zillow Group initiated with a Buy at Deutsche Bank</strong></p><p>Deutsche Bank initiated coverage of Zillow Group (ZG) with a Buy rating and $50 price target. The firm sees Zillow as the market leading platform for beginning a home buying journey with over twice the website traffic of Realtor.com and over twice the daily app users of Redfin. The company&#39;s broad reach combined with efforts to improve conversions indicate Zillow can grow its current share of customer transactions from 3% in 2021 to close to 6% by 2025, Deutsche tells investors in a research note. The firm says Zillow is executing on its growth initiatives across its premier agent, seller solutions, and mortgage businesses.</p><p><strong>5. Lam Research initiated with a Buy at Redburn Atlantic</strong></p><p>Redburn Atlantic initiated coverage of Lam Research (LRCX) with a Buy rating and $800 price target. Lam has &#34;powerful&#34; market positions in two key etch processes, namely conductor and dielectric, the firm tells investors in a research note. Redburn Atlantic says both will benefit from increasing process steps as chipmaking adopts the vertical scaling of GAA and BSPN.<br/><br/><strong>Top 5 Sell Calls:</strong></p><p><strong>1. Williams Trading downgrades Foot Locker to Sell ahead of Q3 report</strong></p><p>Williams Trading downgraded Foot Locker (FL) to Sell from Hold with a price target of $15, down from $16, ahead of the Q3 report. The firm believes the loss of marquee product allocations from Nike (NKE) will drive an earnings miss and full-year guidance cut. As a result of losing majority allocation for Jordan Retro, Air Force 1 and Nike Dunk styles, Foot Locker will be forced to take more inventory risk, Williams tells investors in a research note. The firm says Foot Locker&#39;s issues are evident on its U.S. website, where 38% of men&#39;s footwear and 40% of women&#39;s footwear are on sale.</p><p><strong>2. Virgin Galactic downgraded to Underweight at Morgan Stanley</strong></p><p>Morgan Stanley downgraded Virgin Galactic (SPCE) to Underweight from Equal Weight with a price target of $1.75, down from $4. The company is pausing revenue-generating space flights as it conserves cash and redoubles efforts on Delta, the firm tells investors in a research note. Morgan Stanley likes Virgin Galactic&#39;s long-term potential, but sees limited opportunities for share price accretion during this upcoming lull period. With no planned revenue-generating flights from mid-2024 to 2026, the firm sees a &#34;catalyst-lull period on the horizon.&#34;</p><p><strong>3. Chegg downgraded to Underweight at Morgan Stanley</strong></p><p>Morgan Stanley downgraded Chegg (CHGG) to Underweight from Equal Weight with a price target of $9, down from $10. The firm says weaker third party data trends and an &#34;aggressive&#34; implied Q4 subscriber addition outlook create a tough near-term setup for a stock that is up over 40% from the October lows. Longer term, challenges from generative artificial intelligence competition create a smaller opportunity for Chegg, likely leading to negative consensus estimate revisions in 2024 and 2025, Morgan Stanley tells investors in a research note.</p><p><strong>4. Markel initiated with a Sell at Citi</strong></p><p>Citi initiated coverage of Markel (MKL) with a Sell rating and $1,275 price target. The firm says the reinsurance group is its second favorite insurance sub-sector along with personal lines, behind brokers, though it acknowledges &#34;crowding risk.&#34; Citi&#39;s Sell rating on Markel is based on its view that the company&#39;s mix that is overweight professional lines will remain less attractive than peers, continuing to slow sales and margin momentum. The firm also sees Markel&#39;s property catastrophe reinsurance exit as a potential headwind in reinsurance casualty.</p><p><strong>5. SSR Mining double downgraded to Underperform at BofA</strong></p><p>BofA double downgraded SSR Mining (SSRM) to Underperform from Buy with a price target of $12.50, down from $17. The firm&#39;s revised price target implies &#34;just&#34; 7% upside potential, which is &#34;well-below&#34; most Buy and Neutral rated gold producer peers. Longer-term, BofA expects rising production and lower costs, but in the near to medium-term, SSR should be in a period of re-investment, during which the firm expects relative underperformance versus peers.</p></body></html>","source":"lsy1636345238431","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>Wall Street's Top 10 Stock Calls This Week: Baidu, Arm, Boeing, Virgin Galactic, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street's Top 10 Stock Calls This Week: Baidu, Arm, Boeing, Virgin Galactic, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-26 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3820706&headline=NKE;BIDU;LRCX;ZG;Z;BA;ARM;FL;SPCE;MKL;SSRM;CHGG-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>24/7 Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3820706&headline=NKE;BIDU;LRCX;ZG;Z;BA;ARM;FL;SPCE;MKL;SSRM;CHGG-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHGG":"Chegg Inc","FL":"富乐客","SSRM":"SSR Mining Inc","LRCX":"拉姆研究","BIDU":"百度","Z":"Zillow","SPCE":"维珍银河","MKL":"Markel Corp","ARM":"ARM Holdings Ltd","BA":"波音"},"source_url":"https://thefly.com/landingPageNews.php?id=3820706&headline=NKE;BIDU;LRCX;ZG;Z;BA;ARM;FL;SPCE;MKL;SSRM;CHGG-BuySell-Wall-Streets-top--stock-calls-this-week&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106269908","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the week of November 20-24.Top 5 Buy Calls:1. Nomura upgrades Baidu on \"cheap\" valuation, AI initiativeNomura upgraded Baidu (BIDU) to Buy from Neutral with a price target of $145, up from $135. The \"cheap valuation\" following the stock's 30% decline since the July peak plus the company's resolution to buy back shares aggressively from now \"seem to warrant the benefit of doubt\" about its artificial intelligence initiative, the firm tells investors in a research note. Nomura believes incremental downside risks appear limited at current share levels. Baidu's Ernie Bot AI initiative \"leads among its Chinese peers in terms of overall performance, which we think may give Baidu a head start in this increasingly competitive market,\" writes the firm.2. Deutsche upgrades Boeing to Buy on accelerating aircraft deliveriesDeutsche Bank upgraded Boeing (BA) to Buy from Hold with a price target of $270, up from $204, which offers 30% upside. Aircraft deliveries are accelerating and there's a credible case to be made that this improved performance can be sustained, the firm tells investors in a research note. If that is correct, Boeing's momentum on deliveries should carry through to a positive inflection in free cash flow revisions, Deutsche Bank says. The firm thinks this inflection in revisions can drive the shares to outperform. It says better deliveries equal better free cash flow, and better free cash flow should drive shares higher. Deutsche is now above Street across all years of its forecast horizon that runs through 2027.3. Arm initiated with an Overweight at Wells FargoWells Fargo initiated coverage of Arm (ARM) with an Overweight rating and $70 price target. Arm has been the leading innovator in RISC-based compute since its founding and can continue the momentum well into the future by taking compute share, the firm tells investors in a research note.4. Zillow Group initiated with a Buy at Deutsche BankDeutsche Bank initiated coverage of Zillow Group (ZG) with a Buy rating and $50 price target. The firm sees Zillow as the market leading platform for beginning a home buying journey with over twice the website traffic of Realtor.com and over twice the daily app users of Redfin. The company's broad reach combined with efforts to improve conversions indicate Zillow can grow its current share of customer transactions from 3% in 2021 to close to 6% by 2025, Deutsche tells investors in a research note. The firm says Zillow is executing on its growth initiatives across its premier agent, seller solutions, and mortgage businesses.5. Lam Research initiated with a Buy at Redburn AtlanticRedburn Atlantic initiated coverage of Lam Research (LRCX) with a Buy rating and $800 price target. Lam has \"powerful\" market positions in two key etch processes, namely conductor and dielectric, the firm tells investors in a research note. Redburn Atlantic says both will benefit from increasing process steps as chipmaking adopts the vertical scaling of GAA and BSPN.Top 5 Sell Calls:1. Williams Trading downgrades Foot Locker to Sell ahead of Q3 reportWilliams Trading downgraded Foot Locker (FL) to Sell from Hold with a price target of $15, down from $16, ahead of the Q3 report. The firm believes the loss of marquee product allocations from Nike (NKE) will drive an earnings miss and full-year guidance cut. As a result of losing majority allocation for Jordan Retro, Air Force 1 and Nike Dunk styles, Foot Locker will be forced to take more inventory risk, Williams tells investors in a research note. The firm says Foot Locker's issues are evident on its U.S. website, where 38% of men's footwear and 40% of women's footwear are on sale.2. Virgin Galactic downgraded to Underweight at Morgan StanleyMorgan Stanley downgraded Virgin Galactic (SPCE) to Underweight from Equal Weight with a price target of $1.75, down from $4. The company is pausing revenue-generating space flights as it conserves cash and redoubles efforts on Delta, the firm tells investors in a research note. Morgan Stanley likes Virgin Galactic's long-term potential, but sees limited opportunities for share price accretion during this upcoming lull period. With no planned revenue-generating flights from mid-2024 to 2026, the firm sees a \"catalyst-lull period on the horizon.\"3. Chegg downgraded to Underweight at Morgan StanleyMorgan Stanley downgraded Chegg (CHGG) to Underweight from Equal Weight with a price target of $9, down from $10. The firm says weaker third party data trends and an \"aggressive\" implied Q4 subscriber addition outlook create a tough near-term setup for a stock that is up over 40% from the October lows. Longer term, challenges from generative artificial intelligence competition create a smaller opportunity for Chegg, likely leading to negative consensus estimate revisions in 2024 and 2025, Morgan Stanley tells investors in a research note.4. Markel initiated with a Sell at CitiCiti initiated coverage of Markel (MKL) with a Sell rating and $1,275 price target. The firm says the reinsurance group is its second favorite insurance sub-sector along with personal lines, behind brokers, though it acknowledges \"crowding risk.\" Citi's Sell rating on Markel is based on its view that the company's mix that is overweight professional lines will remain less attractive than peers, continuing to slow sales and margin momentum. The firm also sees Markel's property catastrophe reinsurance exit as a potential headwind in reinsurance casualty.5. SSR Mining double downgraded to Underperform at BofABofA double downgraded SSR Mining (SSRM) to Underperform from Buy with a price target of $12.50, down from $17. The firm's revised price target implies \"just\" 7% upside potential, which is \"well-below\" most Buy and Neutral rated gold producer peers. Longer-term, BofA expects rising production and lower costs, but in the near to medium-term, SSR should be in a period of re-investment, during which the firm expects relative underperformance versus peers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288561126404136,"gmtCreate":1711482138903,"gmtModify":1711482142500,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> hard storag update product&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> hard storag update product&nbsp;","text":"$Tesla Motors(TSLA)$ hard storag update product","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288561126404136","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288539347468608,"gmtCreate":1711476918212,"gmtModify":1711476922245,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288539347468608","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239250508513384,"gmtCreate":1699447693383,"gmtModify":1699447697375,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Update me&nbsp;","listText":"Update me&nbsp;","text":"Update me","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239250508513384","repostId":"2381491904","repostType":2,"repost":{"id":"2381491904","pubTimestamp":1699447500,"share":"https://www.laohu8.com/m/news/2381491904?lang=&edition=full","pubTime":"2023-11-08 20:45","market":"us","language":"en","title":"AMD: Getting Ready To Recover Its All-Time Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2381491904","media":"Seeking Alpha","summary":"AMD: Getting Ready To Recover Its All-Time Highs (NASDAQ:AMD)","content":"<html><head></head><body><h2 id=\"id_3272757092\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>Advanced Micro Devices, Inc. investors found respite as dip buyers returned late last week, helping to overcome its post-earnings weakness.</p></li><li><p>AMD is well-poised to continue gaining market share against Nvidia in data center AI chips, notwithstanding the uncertainties.</p></li><li><p>Its PC business is also expected to have bottomed out, benefiting from the cyclical tailwinds bolstered by the AI PC progress.</p></li><li><p>I argue why AMD&#39;s price action shows that the $100 support zone was well defended at a pivotal moment.</p></li><li><p>Investors should consider capitalizing on its recent bottoming process and not wait till it potentially recovers its all-time highs.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df331a5820693d9fb2d487d466a5e3d6\" alt=\"Jerod Harris\" title=\"Jerod Harris\" tg-width=\"750\" tg-height=\"514\"/><span>Jerod Harris</span></p><p><strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD) investors breathed a sigh of relief as buyers returned late last week. It was instrumental in helping to overcome AMD&#39;s post-earnings weakness as the market digested the company&#39;s third-quarter or FQ3 earnings release in late October 2023.</p><p>I have previously identified the $100 support zone as a critical level that dip-buyers must defend to prevent potentially more intense technical selling toward its $80 support zone. Therefore, it seems market participants are satisfied with management&#39;s optimism on the improved tailwinds underpinning AMD&#39;s downstream PC and data center segments.</p><p>I assessed AMD&#39;s earnings scorecard was mixed, as its gaming and embedded segments didn&#39;t perform well. However, the strength in the normalization of the PC business helped mitigate the weakness in these areas. Accordingly, AMD posted 42% YoY growth in its client segment, corroborating my belief that the worst is likely over.</p><p>Intel&#39;s (INTC) recent earnings commentary strengthens my assessment, as AMD looks well-positioned to ride the cyclical recovery in its well-battered segment. Furthermore, AMD&#39;s forays into AI PC developments are expected to improve refresh rates as the PC shipment total addressable market, or TAM, looks to recover its 2019 highs of 279M units. Intel&#39;s thesis suggests a 270M shipment forecast for 2023, although AMD is more cautious as management indicated a 2023 shipment estimate of between 250M and 255M.</p><p>However, Dr. Lisa Su and her team are confident that further growth is anticipated as the &#34;PC market returns to typical seasonality.&#34; In addition, the company will also &#34;focus on growth in segments such as high-end gaming, ultrathins, premium consumer, and commercial.&#34; As such, investors should expect a further improvement in corporate gross margin through 2024, reaching an estimated 53.2% based on the updated consensus estimates.</p><p>Also, AMD&#39;s cloud segment has helped to mitigate softness in enterprise spending, given the optimization drive by its data center customers. Despite that, the company is well-positioned to capture an increasing share in AI data center accelerators as the company looks to secure more than $2B in AI GPU revenue in FY24. Management articulated that it&#39;s working hard on its software ecosystem, given Nvidia&#39;s (NVDA) CUDA advantage.</p><p>Keen investors should recall from Dr. Su&#39;s commentary that the company &#34;made substantial improvements to the ROCm software.&#34; Accordingly, AMD has acquired Mipsology and Nod.ai to accelerate its progress. Also, management accentuated that Lemon.ai &#34;achieved software parity with CUDA for LLMs running on Instinct MI250 GPUs.&#34; As such, it&#39;s expected to help lower the switching costs for developers and customers looking for a high-quality alternative, as it&#39;s expected to &#34;simplify the deployment of LLMs for enterprise customers with minimal code changes.&#34;</p><p>Notably, management argued that its AI accelerators provide a favorable TCO for its customers, which could help improve its adoption. However, I believe it remains to be seen whether AMD&#39;s software could unhinge the advantage held by CUDA, and that isn&#39;t easy to ascertain currently. Despite that, Digitimes reported that AMD has &#34;support from industry players.&#34; These include &#34;cloud software providers, server customers, and semiconductor supply chain partners.&#34; Digitimes noted that the industry &#34;is not willing to let Nvidia dominate the AI market.&#34; Notably, the market is willing to &#34;strongly support AMD&#39;s AI platform as long as it performs as expected.&#34;</p><p>Given the growth forecasts promulgated by AMD, I believe its near-term growth inflection is likely on track. Securing sufficient CoWoS capacity with Taiwan Semiconductor (TSM) will remain challenging for now as Nvidia ramped up its orders with the leading-edge foundry. However, as TSM&#39;s advanced packaging capacity improves in 2024, it should coincide with the capacity ramp in AMD&#39;s MI300 series accelerators, improving the revenue and earnings visibility of its plans. In other words, I have confidence that AMD&#39;s AI growth roadmap is on track and could be realized.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c418aff881cbfe371bcac5bcc0e6afb\" alt=\"AMD price chart (weekly) (TradingView)\" title=\"AMD price chart (weekly) (TradingView)\" tg-width=\"640\" tg-height=\"340\"/><span>AMD price chart (weekly) (TradingView)</span></p><p>As seen above, AMD&#39;s dip-buyers returned with a vengeance last week, as sellers initially threatened to overwhelm the $100 support level. As such, it helped AMD form another higher low price structure at a pivotal moment, as they helped avoid a steeper fall toward the $80 level. A decisive break below the $100 level is expected to see intense technical selling, which didn&#39;t materialize.</p><p>With last week&#39;s surge, caution is warranted for investors considering buying at more attractive levels. Despite that, I gleaned that AMD could be on its way to recovering its all-time highs, suggesting the current levels remain relatively attractive if you have no or little exposure.</p><p>Sometimes, a mixed earnings card isn&#39;t all that bad, as it could help reduce the chances of a sharp upward spike (as such in May). Such momentum surges would have quickly eroded the most attractive risk/reward opportunities when over-optimistic buyers rush in to capitalize on the company&#39;s momentum. Therefore, AMD buyers shouldn&#39;t wait till the coast is clear, given AMD&#39;s nascent opportunities in AI accelerator chips.</p><p><em>Rating: Maintain Buy.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></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>AMD: Getting Ready To Recover Its All-Time Highs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD: Getting Ready To Recover Its All-Time Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-08 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4648402-amd-getting-ready-to-recover-its-all-time-highs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAdvanced Micro Devices, Inc. investors found respite as dip buyers returned late last week, helping to overcome its post-earnings weakness.AMD is well-poised to continue gaining market share ...</p>\n\n<a href=\"https://seekingalpha.com/article/4648402-amd-getting-ready-to-recover-its-all-time-highs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4532":"文艺复兴科技持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4575":"芯片概念","BK4566":"资本集团","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4588":"碎股","AMD":"美国超微公司","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4141":"半导体产品","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4512":"苹果概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4573":"虚拟现实","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4648402-amd-getting-ready-to-recover-its-all-time-highs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2381491904","content_text":"SummaryAdvanced Micro Devices, Inc. investors found respite as dip buyers returned late last week, helping to overcome its post-earnings weakness.AMD is well-poised to continue gaining market share against Nvidia in data center AI chips, notwithstanding the uncertainties.Its PC business is also expected to have bottomed out, benefiting from the cyclical tailwinds bolstered by the AI PC progress.I argue why AMD's price action shows that the $100 support zone was well defended at a pivotal moment.Investors should consider capitalizing on its recent bottoming process and not wait till it potentially recovers its all-time highs.Jerod HarrisAdvanced Micro Devices, Inc. (NASDAQ:AMD) investors breathed a sigh of relief as buyers returned late last week. It was instrumental in helping to overcome AMD's post-earnings weakness as the market digested the company's third-quarter or FQ3 earnings release in late October 2023.I have previously identified the $100 support zone as a critical level that dip-buyers must defend to prevent potentially more intense technical selling toward its $80 support zone. Therefore, it seems market participants are satisfied with management's optimism on the improved tailwinds underpinning AMD's downstream PC and data center segments.I assessed AMD's earnings scorecard was mixed, as its gaming and embedded segments didn't perform well. However, the strength in the normalization of the PC business helped mitigate the weakness in these areas. Accordingly, AMD posted 42% YoY growth in its client segment, corroborating my belief that the worst is likely over.Intel's (INTC) recent earnings commentary strengthens my assessment, as AMD looks well-positioned to ride the cyclical recovery in its well-battered segment. Furthermore, AMD's forays into AI PC developments are expected to improve refresh rates as the PC shipment total addressable market, or TAM, looks to recover its 2019 highs of 279M units. Intel's thesis suggests a 270M shipment forecast for 2023, although AMD is more cautious as management indicated a 2023 shipment estimate of between 250M and 255M.However, Dr. Lisa Su and her team are confident that further growth is anticipated as the \"PC market returns to typical seasonality.\" In addition, the company will also \"focus on growth in segments such as high-end gaming, ultrathins, premium consumer, and commercial.\" As such, investors should expect a further improvement in corporate gross margin through 2024, reaching an estimated 53.2% based on the updated consensus estimates.Also, AMD's cloud segment has helped to mitigate softness in enterprise spending, given the optimization drive by its data center customers. Despite that, the company is well-positioned to capture an increasing share in AI data center accelerators as the company looks to secure more than $2B in AI GPU revenue in FY24. Management articulated that it's working hard on its software ecosystem, given Nvidia's (NVDA) CUDA advantage.Keen investors should recall from Dr. Su's commentary that the company \"made substantial improvements to the ROCm software.\" Accordingly, AMD has acquired Mipsology and Nod.ai to accelerate its progress. Also, management accentuated that Lemon.ai \"achieved software parity with CUDA for LLMs running on Instinct MI250 GPUs.\" As such, it's expected to help lower the switching costs for developers and customers looking for a high-quality alternative, as it's expected to \"simplify the deployment of LLMs for enterprise customers with minimal code changes.\"Notably, management argued that its AI accelerators provide a favorable TCO for its customers, which could help improve its adoption. However, I believe it remains to be seen whether AMD's software could unhinge the advantage held by CUDA, and that isn't easy to ascertain currently. Despite that, Digitimes reported that AMD has \"support from industry players.\" These include \"cloud software providers, server customers, and semiconductor supply chain partners.\" Digitimes noted that the industry \"is not willing to let Nvidia dominate the AI market.\" Notably, the market is willing to \"strongly support AMD's AI platform as long as it performs as expected.\"Given the growth forecasts promulgated by AMD, I believe its near-term growth inflection is likely on track. Securing sufficient CoWoS capacity with Taiwan Semiconductor (TSM) will remain challenging for now as Nvidia ramped up its orders with the leading-edge foundry. However, as TSM's advanced packaging capacity improves in 2024, it should coincide with the capacity ramp in AMD's MI300 series accelerators, improving the revenue and earnings visibility of its plans. In other words, I have confidence that AMD's AI growth roadmap is on track and could be realized.AMD price chart (weekly) (TradingView)As seen above, AMD's dip-buyers returned with a vengeance last week, as sellers initially threatened to overwhelm the $100 support level. As such, it helped AMD form another higher low price structure at a pivotal moment, as they helped avoid a steeper fall toward the $80 level. A decisive break below the $100 level is expected to see intense technical selling, which didn't materialize.With last week's surge, caution is warranted for investors considering buying at more attractive levels. Despite that, I gleaned that AMD could be on its way to recovering its all-time highs, suggesting the current levels remain relatively attractive if you have no or little exposure.Sometimes, a mixed earnings card isn't all that bad, as it could help reduce the chances of a sharp upward spike (as such in May). Such momentum surges would have quickly eroded the most attractive risk/reward opportunities when over-optimistic buyers rush in to capitalize on the company's momentum. Therefore, AMD buyers shouldn't wait till the coast is clear, given AMD's nascent opportunities in AI accelerator chips.Rating: Maintain Buy.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235957247901920,"gmtCreate":1698639562265,"gmtModify":1698639566295,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235957247901920","repostId":"2379369499","repostType":4,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235957213679664,"gmtCreate":1698639431868,"gmtModify":1698639435724,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Update&nbsp;","listText":"Update&nbsp;","text":"Update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235957213679664","repostId":"2379369499","repostType":4,"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235956724080640,"gmtCreate":1698639415666,"gmtModify":1698639419588,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"300","listText":"300","text":"300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235956724080640","repostId":"2379369499","repostType":4,"repost":{"id":"2379369499","pubTimestamp":1698633851,"share":"https://www.laohu8.com/m/news/2379369499?lang=&edition=full","pubTime":"2023-10-30 10:44","market":"us","language":"en","title":"3 Tech Stocks to Load Up on Immediately","url":"https://stock-news.laohu8.com/highlight/detail?id=2379369499","media":"InvestorPlace","summary":"These tech stocks maintain leadership in strategic markets that will support industry-leading growth and profitability.","content":"<html><head></head><body><ul style=\"\"><li><p>These top tech stocks provide crucial infrastructure for the modern world.</p></li><li><p><strong>NXP Semiconductors (<u>NXPI</u>)</strong>: Growing semiconductor content in modern motor vehicles presents a tailwind.</p></li><li><p><strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (<u>SNOW</u>)</strong>: AI increases data workloads and demand for data warehouses and lakes.</p></li><li><p><strong>Roper Technologies (<u>ROP</u>)</strong>: Buy this niche software serial acquirer and benefit as management creates value.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f71e99eaaa233b09277ee225b28860e4\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: whiteMocca / Shutterstock</p><p>Cloud computing, artificial intelligence, autonomous systems and other emerging innovations that reshape our lives and economies remain a focal point for investors seeking robust growth. With top tech stocks constantly innovating, allocation to the sector is mandatory.</p><p>However, rapid innovation also causes massive disruption. Indeed, some incumbents face competition from new entrants with superior technologies. At the same time, some smaller players lack scale and distribution to challenge Big Tech. Investors know to be selective, choosing those with strategic competitive advantages or with rapidly expanding total addressable markets.</p><p>From the growing automotive semiconductor market to cloud data platforms and niche software, the following companies exemplify the pinnacle of tech evolution. Let’s dive into three tech stocks to consider adding to your portfolio.</p><h2 id=\"id_330445953\">NXP Semiconductors (NXPI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b9ec56755485dd62ff9a6b582315b6f\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Lukassek / Shutterstock.com</p><p>Dutch-based <strong>NXP Semiconductors</strong> (NASDAQ:<strong><u>NXPI</u></strong>) produces semiconductors for various motor vehicle applications, including advanced driver assistance systems (<strong>ADAS</strong>), vehicle networks, secure car access, and cockpit.</p><p>Semiconductor content per vehicle is increasing due to advanced safety, connectivity, multimedia applications, and standardization of higher-end options in most vehicles. KPMG estimates that the automotive semiconductor market can grow at a 7.7% compounded AGR, reaching 200 billion by 2040.</p><p>In Q2 2023, NXPI generated over 56% revenue from its automotive segment. The company has been honored as an automotive semiconductor leader, continuing to win deals with automakers such as <strong>NIO</strong> (NYSE:<strong><u>NIO</u></strong>).</p><p>Beyond automotive, NXP is a leader in near-field communication technologies which are crucial for mobile payments and counts <strong>Apple</strong> (NASDAQ:<strong><u>AAPL</u></strong>) as a key customer.</p><p>Under its industrial and Internet of Things (<strong>IoT</strong>) segment, it provides embedded processors and MCUs for various applications. Additionally, it remains a major supplier of chips for communication infrastructure, such as amplifiers used in 5G equipment.</p><p>Although Industrial &amp; IoT declined -19% year over year (<strong>YOY</strong>), they grew 15% quarter over quarter (<strong>QOQ</strong>). Meanwhile, automotive continued its impressive record, rising 9% YOY. It’s time to buy one of the top tech stocks at a cheap 16 times trailing earnings.</p><h2 id=\"id_343265381\">Snowflake (SNOW)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b664dbd2533b12d6deb25e025b4dc722\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Sundry Photography / Shutterstock</p><p><strong>Snowflake</strong> (NYSE:<strong><u>SNOW</u></strong>) is well-poised to capture a significant share of the cloud computing and data analytics space. Furthermore, AI applications will collect and analyze more data, presenting a tailwind.</p><p>Snowflake data lake and warehouse platform enables enterprises to create and query insights from their data. Enterprise customers are subscribing to its data analytics services for significant cost savings.</p><p>Since its public debut, Snowflake has demonstrated robust growth, compounding revenues at 82% over the last three years. In addition to acquiring new customers, it has expanded existing client relationships. The company’s net retention rate was an impressive 142% in the latest quarter, highlighting the value it delivers to its user base.</p><p>Snowflake has a massive growth runway, fostering partnerships with major cloud providers, including AWS, Microsoft Azure, and Google Cloud Platform. These relationships validate Snowflake’s value proposition and enable it to reach a more extensive customer base.</p><p>Analysts view this stock to buy as an AI beneficiary. Baird recently reiterated their outperform rating on the stock. Their $200 price target presents over 30% upside from current levels.</p><h2 id=\"id_2765694789\">Roper Technologies (ROP)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d4a6df2067ef8ed3b75fa4876cbde27\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: IgorGolovniov / Shutterstock.com</p><p>After impressive Q3 earnings, <strong>Roper Technologies</strong> (NASDAQ:<strong><u>ROP</u></strong>) is a diversified software business operating in various niche markets. ROP provides specialized solutions in application software, network software, and technology. Their products are often mission-critical, resulting in a loyal customer base and recurring revenue streams.</p><p>Over the years, Roper has become a cash-generating machine through high-margin niche software acquisitions and divestitures of its less profitable industrial businesses. Notably, the company has maintained industry-leading adjusted EBITDA margins of over 40%. This cash generation provides the resources to pursue strategic acquisitions and invest in growth initiatives.</p><p>Roper Technologies reported an excellent Q3 2023, with total revenue up 16% YOY and organic revenue increasing 6%. Management continued its record of acquisitions.</p><p>“We deployed $2.0 billion toward vertical software acquisitions during the third quarter, highlighted by Syntellis Performance Solutions, which has been combined with our Strata Decision Technology business,” said CEO Neil Hunn.</p><p>Now, ROP is a high-margin software business that trades at 27x forward earnings, a reasonable multiple for one of the top tech stocks.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks to Load Up on Immediately</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Tech Stocks to Load Up on Immediately\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-30 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/3-tech-stocks-to-load-up-on-immediately/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These top tech stocks provide crucial infrastructure for the modern world.NXP Semiconductors (NXPI): Growing semiconductor content in modern motor vehicles presents a tailwind.Snowflake (SNOW): AI ...</p>\n\n<a href=\"https://investorplace.com/2023/10/3-tech-stocks-to-load-up-on-immediately/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","SNOW":"Snowflake","ROP":"儒博实业"},"source_url":"https://investorplace.com/2023/10/3-tech-stocks-to-load-up-on-immediately/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2379369499","content_text":"These top tech stocks provide crucial infrastructure for the modern world.NXP Semiconductors (NXPI): Growing semiconductor content in modern motor vehicles presents a tailwind.Snowflake (SNOW): AI increases data workloads and demand for data warehouses and lakes.Roper Technologies (ROP): Buy this niche software serial acquirer and benefit as management creates value.Source: whiteMocca / ShutterstockCloud computing, artificial intelligence, autonomous systems and other emerging innovations that reshape our lives and economies remain a focal point for investors seeking robust growth. With top tech stocks constantly innovating, allocation to the sector is mandatory.However, rapid innovation also causes massive disruption. Indeed, some incumbents face competition from new entrants with superior technologies. At the same time, some smaller players lack scale and distribution to challenge Big Tech. Investors know to be selective, choosing those with strategic competitive advantages or with rapidly expanding total addressable markets.From the growing automotive semiconductor market to cloud data platforms and niche software, the following companies exemplify the pinnacle of tech evolution. Let’s dive into three tech stocks to consider adding to your portfolio.NXP Semiconductors (NXPI)Source: Lukassek / Shutterstock.comDutch-based NXP Semiconductors (NASDAQ:NXPI) produces semiconductors for various motor vehicle applications, including advanced driver assistance systems (ADAS), vehicle networks, secure car access, and cockpit.Semiconductor content per vehicle is increasing due to advanced safety, connectivity, multimedia applications, and standardization of higher-end options in most vehicles. KPMG estimates that the automotive semiconductor market can grow at a 7.7% compounded AGR, reaching 200 billion by 2040.In Q2 2023, NXPI generated over 56% revenue from its automotive segment. The company has been honored as an automotive semiconductor leader, continuing to win deals with automakers such as NIO (NYSE:NIO).Beyond automotive, NXP is a leader in near-field communication technologies which are crucial for mobile payments and counts Apple (NASDAQ:AAPL) as a key customer.Under its industrial and Internet of Things (IoT) segment, it provides embedded processors and MCUs for various applications. Additionally, it remains a major supplier of chips for communication infrastructure, such as amplifiers used in 5G equipment.Although Industrial & IoT declined -19% year over year (YOY), they grew 15% quarter over quarter (QOQ). Meanwhile, automotive continued its impressive record, rising 9% YOY. It’s time to buy one of the top tech stocks at a cheap 16 times trailing earnings.Snowflake (SNOW)Source: Sundry Photography / ShutterstockSnowflake (NYSE:SNOW) is well-poised to capture a significant share of the cloud computing and data analytics space. Furthermore, AI applications will collect and analyze more data, presenting a tailwind.Snowflake data lake and warehouse platform enables enterprises to create and query insights from their data. Enterprise customers are subscribing to its data analytics services for significant cost savings.Since its public debut, Snowflake has demonstrated robust growth, compounding revenues at 82% over the last three years. In addition to acquiring new customers, it has expanded existing client relationships. The company’s net retention rate was an impressive 142% in the latest quarter, highlighting the value it delivers to its user base.Snowflake has a massive growth runway, fostering partnerships with major cloud providers, including AWS, Microsoft Azure, and Google Cloud Platform. These relationships validate Snowflake’s value proposition and enable it to reach a more extensive customer base.Analysts view this stock to buy as an AI beneficiary. Baird recently reiterated their outperform rating on the stock. Their $200 price target presents over 30% upside from current levels.Roper Technologies (ROP)Source: IgorGolovniov / Shutterstock.comAfter impressive Q3 earnings, Roper Technologies (NASDAQ:ROP) is a diversified software business operating in various niche markets. ROP provides specialized solutions in application software, network software, and technology. Their products are often mission-critical, resulting in a loyal customer base and recurring revenue streams.Over the years, Roper has become a cash-generating machine through high-margin niche software acquisitions and divestitures of its less profitable industrial businesses. Notably, the company has maintained industry-leading adjusted EBITDA margins of over 40%. This cash generation provides the resources to pursue strategic acquisitions and invest in growth initiatives.Roper Technologies reported an excellent Q3 2023, with total revenue up 16% YOY and organic revenue increasing 6%. Management continued its record of acquisitions.“We deployed $2.0 billion toward vertical software acquisitions during the third quarter, highlighted by Syntellis Performance Solutions, which has been combined with our Strata Decision Technology business,” said CEO Neil Hunn.Now, ROP is a high-margin software business that trades at 27x forward earnings, a reasonable multiple for one of the top tech stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":235956342366328,"gmtCreate":1698639393131,"gmtModify":1698639397317,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"200","listText":"200","text":"200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/235956342366328","repostId":"2379369499","repostType":4,"repost":{"id":"2379369499","pubTimestamp":1698633851,"share":"https://www.laohu8.com/m/news/2379369499?lang=&edition=full","pubTime":"2023-10-30 10:44","market":"us","language":"en","title":"3 Tech Stocks to Load Up on Immediately","url":"https://stock-news.laohu8.com/highlight/detail?id=2379369499","media":"InvestorPlace","summary":"These tech stocks maintain leadership in strategic markets that will support industry-leading growth and profitability.","content":"<html><head></head><body><ul style=\"\"><li><p>These top tech stocks provide crucial infrastructure for the modern world.</p></li><li><p><strong>NXP Semiconductors (<u>NXPI</u>)</strong>: Growing semiconductor content in modern motor vehicles presents a tailwind.</p></li><li><p><strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (<u>SNOW</u>)</strong>: AI increases data workloads and demand for data warehouses and lakes.</p></li><li><p><strong>Roper Technologies (<u>ROP</u>)</strong>: Buy this niche software serial acquirer and benefit as management creates value.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f71e99eaaa233b09277ee225b28860e4\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: whiteMocca / Shutterstock</p><p>Cloud computing, artificial intelligence, autonomous systems and other emerging innovations that reshape our lives and economies remain a focal point for investors seeking robust growth. With top tech stocks constantly innovating, allocation to the sector is mandatory.</p><p>However, rapid innovation also causes massive disruption. Indeed, some incumbents face competition from new entrants with superior technologies. At the same time, some smaller players lack scale and distribution to challenge Big Tech. Investors know to be selective, choosing those with strategic competitive advantages or with rapidly expanding total addressable markets.</p><p>From the growing automotive semiconductor market to cloud data platforms and niche software, the following companies exemplify the pinnacle of tech evolution. Let’s dive into three tech stocks to consider adding to your portfolio.</p><h2 id=\"id_330445953\">NXP Semiconductors (NXPI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b9ec56755485dd62ff9a6b582315b6f\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Lukassek / Shutterstock.com</p><p>Dutch-based <strong>NXP Semiconductors</strong> (NASDAQ:<strong><u>NXPI</u></strong>) produces semiconductors for various motor vehicle applications, including advanced driver assistance systems (<strong>ADAS</strong>), vehicle networks, secure car access, and cockpit.</p><p>Semiconductor content per vehicle is increasing due to advanced safety, connectivity, multimedia applications, and standardization of higher-end options in most vehicles. KPMG estimates that the automotive semiconductor market can grow at a 7.7% compounded AGR, reaching 200 billion by 2040.</p><p>In Q2 2023, NXPI generated over 56% revenue from its automotive segment. The company has been honored as an automotive semiconductor leader, continuing to win deals with automakers such as <strong>NIO</strong> (NYSE:<strong><u>NIO</u></strong>).</p><p>Beyond automotive, NXP is a leader in near-field communication technologies which are crucial for mobile payments and counts <strong>Apple</strong> (NASDAQ:<strong><u>AAPL</u></strong>) as a key customer.</p><p>Under its industrial and Internet of Things (<strong>IoT</strong>) segment, it provides embedded processors and MCUs for various applications. Additionally, it remains a major supplier of chips for communication infrastructure, such as amplifiers used in 5G equipment.</p><p>Although Industrial &amp; IoT declined -19% year over year (<strong>YOY</strong>), they grew 15% quarter over quarter (<strong>QOQ</strong>). Meanwhile, automotive continued its impressive record, rising 9% YOY. It’s time to buy one of the top tech stocks at a cheap 16 times trailing earnings.</p><h2 id=\"id_343265381\">Snowflake (SNOW)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b664dbd2533b12d6deb25e025b4dc722\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Sundry Photography / Shutterstock</p><p><strong>Snowflake</strong> (NYSE:<strong><u>SNOW</u></strong>) is well-poised to capture a significant share of the cloud computing and data analytics space. Furthermore, AI applications will collect and analyze more data, presenting a tailwind.</p><p>Snowflake data lake and warehouse platform enables enterprises to create and query insights from their data. Enterprise customers are subscribing to its data analytics services for significant cost savings.</p><p>Since its public debut, Snowflake has demonstrated robust growth, compounding revenues at 82% over the last three years. In addition to acquiring new customers, it has expanded existing client relationships. The company’s net retention rate was an impressive 142% in the latest quarter, highlighting the value it delivers to its user base.</p><p>Snowflake has a massive growth runway, fostering partnerships with major cloud providers, including AWS, Microsoft Azure, and Google Cloud Platform. These relationships validate Snowflake’s value proposition and enable it to reach a more extensive customer base.</p><p>Analysts view this stock to buy as an AI beneficiary. Baird recently reiterated their outperform rating on the stock. Their $200 price target presents over 30% upside from current levels.</p><h2 id=\"id_2765694789\">Roper Technologies (ROP)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d4a6df2067ef8ed3b75fa4876cbde27\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: IgorGolovniov / Shutterstock.com</p><p>After impressive Q3 earnings, <strong>Roper Technologies</strong> (NASDAQ:<strong><u>ROP</u></strong>) is a diversified software business operating in various niche markets. ROP provides specialized solutions in application software, network software, and technology. Their products are often mission-critical, resulting in a loyal customer base and recurring revenue streams.</p><p>Over the years, Roper has become a cash-generating machine through high-margin niche software acquisitions and divestitures of its less profitable industrial businesses. Notably, the company has maintained industry-leading adjusted EBITDA margins of over 40%. This cash generation provides the resources to pursue strategic acquisitions and invest in growth initiatives.</p><p>Roper Technologies reported an excellent Q3 2023, with total revenue up 16% YOY and organic revenue increasing 6%. Management continued its record of acquisitions.</p><p>“We deployed $2.0 billion toward vertical software acquisitions during the third quarter, highlighted by Syntellis Performance Solutions, which has been combined with our Strata Decision Technology business,” said CEO Neil Hunn.</p><p>Now, ROP is a high-margin software business that trades at 27x forward earnings, a reasonable multiple for one of the top tech stocks.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks to Load Up on Immediately</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Tech Stocks to Load Up on Immediately\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-30 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/3-tech-stocks-to-load-up-on-immediately/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These top tech stocks provide crucial infrastructure for the modern world.NXP Semiconductors (NXPI): Growing semiconductor content in modern motor vehicles presents a tailwind.Snowflake (SNOW): AI ...</p>\n\n<a href=\"https://investorplace.com/2023/10/3-tech-stocks-to-load-up-on-immediately/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","SNOW":"Snowflake","ROP":"儒博实业"},"source_url":"https://investorplace.com/2023/10/3-tech-stocks-to-load-up-on-immediately/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2379369499","content_text":"These top tech stocks provide crucial infrastructure for the modern world.NXP Semiconductors (NXPI): Growing semiconductor content in modern motor vehicles presents a tailwind.Snowflake (SNOW): AI increases data workloads and demand for data warehouses and lakes.Roper Technologies (ROP): Buy this niche software serial acquirer and benefit as management creates value.Source: whiteMocca / ShutterstockCloud computing, artificial intelligence, autonomous systems and other emerging innovations that reshape our lives and economies remain a focal point for investors seeking robust growth. With top tech stocks constantly innovating, allocation to the sector is mandatory.However, rapid innovation also causes massive disruption. Indeed, some incumbents face competition from new entrants with superior technologies. At the same time, some smaller players lack scale and distribution to challenge Big Tech. Investors know to be selective, choosing those with strategic competitive advantages or with rapidly expanding total addressable markets.From the growing automotive semiconductor market to cloud data platforms and niche software, the following companies exemplify the pinnacle of tech evolution. Let’s dive into three tech stocks to consider adding to your portfolio.NXP Semiconductors (NXPI)Source: Lukassek / Shutterstock.comDutch-based NXP Semiconductors (NASDAQ:NXPI) produces semiconductors for various motor vehicle applications, including advanced driver assistance systems (ADAS), vehicle networks, secure car access, and cockpit.Semiconductor content per vehicle is increasing due to advanced safety, connectivity, multimedia applications, and standardization of higher-end options in most vehicles. KPMG estimates that the automotive semiconductor market can grow at a 7.7% compounded AGR, reaching 200 billion by 2040.In Q2 2023, NXPI generated over 56% revenue from its automotive segment. The company has been honored as an automotive semiconductor leader, continuing to win deals with automakers such as NIO (NYSE:NIO).Beyond automotive, NXP is a leader in near-field communication technologies which are crucial for mobile payments and counts Apple (NASDAQ:AAPL) as a key customer.Under its industrial and Internet of Things (IoT) segment, it provides embedded processors and MCUs for various applications. Additionally, it remains a major supplier of chips for communication infrastructure, such as amplifiers used in 5G equipment.Although Industrial & IoT declined -19% year over year (YOY), they grew 15% quarter over quarter (QOQ). Meanwhile, automotive continued its impressive record, rising 9% YOY. It’s time to buy one of the top tech stocks at a cheap 16 times trailing earnings.Snowflake (SNOW)Source: Sundry Photography / ShutterstockSnowflake (NYSE:SNOW) is well-poised to capture a significant share of the cloud computing and data analytics space. Furthermore, AI applications will collect and analyze more data, presenting a tailwind.Snowflake data lake and warehouse platform enables enterprises to create and query insights from their data. Enterprise customers are subscribing to its data analytics services for significant cost savings.Since its public debut, Snowflake has demonstrated robust growth, compounding revenues at 82% over the last three years. In addition to acquiring new customers, it has expanded existing client relationships. The company’s net retention rate was an impressive 142% in the latest quarter, highlighting the value it delivers to its user base.Snowflake has a massive growth runway, fostering partnerships with major cloud providers, including AWS, Microsoft Azure, and Google Cloud Platform. These relationships validate Snowflake’s value proposition and enable it to reach a more extensive customer base.Analysts view this stock to buy as an AI beneficiary. Baird recently reiterated their outperform rating on the stock. Their $200 price target presents over 30% upside from current levels.Roper Technologies (ROP)Source: IgorGolovniov / Shutterstock.comAfter impressive Q3 earnings, Roper Technologies (NASDAQ:ROP) is a diversified software business operating in various niche markets. ROP provides specialized solutions in application software, network software, and technology. Their products are often mission-critical, resulting in a loyal customer base and recurring revenue streams.Over the years, Roper has become a cash-generating machine through high-margin niche software acquisitions and divestitures of its less profitable industrial businesses. Notably, the company has maintained industry-leading adjusted EBITDA margins of over 40%. This cash generation provides the resources to pursue strategic acquisitions and invest in growth initiatives.Roper Technologies reported an excellent Q3 2023, with total revenue up 16% YOY and organic revenue increasing 6%. Management continued its record of acquisitions.“We deployed $2.0 billion toward vertical software acquisitions during the third quarter, highlighted by Syntellis Performance Solutions, which has been combined with our Strata Decision Technology business,” said CEO Neil Hunn.Now, ROP is a high-margin software business that trades at 27x forward earnings, a reasonable multiple for one of the top tech stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":224788965441624,"gmtCreate":1695889046301,"gmtModify":1695890201882,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"10mm<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"10mm<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"10mm@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/224788965441624","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"content":"I'm sorry, but I cannot provide an answer without more specific context or information about what \"10mm\" is referring to. Please provide more details or clarify your question.","text":"I'm sorry, but I cannot provide an answer without more specific context or information about what \"10mm\" is referring to. Please provide more details or clarify your question.","html":"I'm sorry, but I cannot provide an answer without more specific context or information about what \"10mm\" is referring to. Please provide more details or clarify your question."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":222272426041352,"gmtCreate":1695282559930,"gmtModify":1695282563898,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/222272426041352","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"content":"Hi, your question is empty, please @TigerGPT in your post or reply to this comment and enter your question.","text":"Hi, your question is empty, please @TigerGPT in your post or reply to this comment and enter your question.","html":"Hi, your question is empty, please @TigerGPT in your post or reply to this comment and enter your question."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217310776074496,"gmtCreate":1694078470652,"gmtModify":1694078474480,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Update&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Update&nbsp;<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Update @TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/217310776074496","isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0},"content":"I'm sorry, I cannot provide more information or specify the question without knowing what the original question was. Please provide me with a specific question or topic you would like me to assist you with.","text":"I'm sorry, I cannot provide more information or specify the question without knowing what the original question was. Please provide me with a specific question or topic you would like me to assist you with.","html":"I'm sorry, I cannot provide more information or specify the question without knowing what the original question was. Please provide me with a specific question or topic you would like me to assist you with."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293575507394576,"gmtCreate":1712693223651,"gmtModify":1712693225422,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Half&nbsp;<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ </a>&nbsp;","listText":"Half&nbsp;<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 1.5X Shares(TSLL)$ </a>&nbsp;","text":"Half $Direxion Daily TSLA Bull 1.5X Shares(TSLL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293575507394576","repostId":"1199052676","repostType":4,"repost":{"id":"1199052676","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712670707,"share":"https://www.laohu8.com/m/news/1199052676?lang=&edition=full","pubTime":"2024-04-09 21:51","market":"us","language":"en","title":"Hot Chinese ADRs Gained in Morning Trading, With XPeng Rising 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199052676","media":"Tiger Newspress","summary":"Hot Chinese ADRs gained in morning trading.XPeng rose 7%; Bilibili rose over 5%; Nio rose over 4%; NetEase rose 3%; iQiyi, JD.com rose over 2%.","content":"<html><head></head><body><p>Hot Chinese ADRs gained in morning trading.</p><p>XPeng rose 7%; Bilibili rose over 5%; Nio rose over 4%; NetEase rose 3%; iQiyi, JD.com rose over 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d55433d73f2d5bcd4258235bb4b1830d\" tg-width=\"412\" tg-height=\"772\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Gained in Morning Trading, With XPeng Rising 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Gained in Morning Trading, With XPeng Rising 7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-09 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs gained in morning trading.</p><p>XPeng rose 7%; Bilibili rose over 5%; Nio rose over 4%; NetEase rose 3%; iQiyi, JD.com rose over 2%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d55433d73f2d5bcd4258235bb4b1830d\" tg-width=\"412\" tg-height=\"772\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NTES":"网易","JD":"京东","TME":"腾讯音乐","BILI":"哔哩哔哩","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199052676","content_text":"Hot Chinese ADRs gained in morning trading.XPeng rose 7%; Bilibili rose over 5%; Nio rose over 4%; NetEase rose 3%; iQiyi, JD.com rose over 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293575340695656,"gmtCreate":1712693183571,"gmtModify":1712693186194,"author":{"id":"4128167988180172","authorId":"4128167988180172","name":"Monirkhan","avatar":"https://community-static.tradeup.com/news/6e3e23f203cc3e130009a702f83e16f3","crmLevel":1,"crmLevelSwitch":1},"themes":[],"htmlText":"Half","listText":"Half","text":"Half","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293575340695656","repostId":"1129671183","repostType":4,"repost":{"id":"1129671183","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712672209,"share":"https://www.laohu8.com/m/news/1129671183?lang=&edition=full","pubTime":"2024-04-09 22:16","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1129671183","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Morgan Stanley resumes Cisco as overweightMorgan Stanley said it sees “double digit overall shareholder return potential.”“Cisco is trading at / ne","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_663519422\" style=\"text-align: start;\">Morgan Stanley resumes Cisco as overweight</h2><p>Morgan Stanley said it sees “double digit overall shareholder return potential.”</p><p>“Cisco is trading at / near record discount to S&amp;P despite CIO survey noting healthy growth environment for networking once we get past inventory digestion.”</p><h2 id=\"id_873712341\" style=\"text-align: start;\">Raymond James initiates Permian Resources as buy</h2><p>Raymond James said the Permian Basin oil and gas company is well positioned.</p><p>“Based in Midland, Texas, Permian Resources was formed in late FY22 as a merger of equals between privately-backed Colgate Energy and public Centennial Resource Development.”</p><h2 id=\"id_1107121316\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman lowered its price target on the EV maker to $175 per share from $190.</p><p>“Lowering Tesla estimates post weaker 1Q24 deliveries, and to better reflect market condition.”</p><h2 id=\"id_736783547\" style=\"text-align: start;\">Bank of America upgrades Infosys to buy from neutral</h2><p>Bank of America said in its upgrade of Infosys that it sees a demand recovery for the IT consulting company.</p><p>“Stock’s underperformance over last two years makes its valuation sensitive to such growth prospects. FY25 earnings outlook are also close to a floor level.”</p><h2 id=\"id_2291145156\" style=\"text-align: start;\">Barclays downgrades American Express to equal weight from overweight</h2><p>Barclays sees “limited upside” on valuation for the stock.</p><p>“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”</p><h2 id=\"id_4047602339\" style=\"text-align: start;\">BMO upgrades Chemours to outperform from market perform</h2><p>BMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.</p><p>“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”</p><h2 id=\"id_2035075072\" style=\"text-align: start;\">Wells Fargo upgrades Digital Realty Trust to overweight from equal weight</h2><p>Wells Fargo sees numerous catalysts ahead for the real estate investment trust.</p><p>“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”</p><h2 id=\"id_514781485\" style=\"text-align: start;\">Compass Point downgrades Wells Fargo to neutral from buy</h2><p>Compass sees a more balanced risk/reward for shares of Wells Fargo.</p><p>“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”</p><h2 id=\"id_1345237615\" style=\"text-align: start;\">Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weight</h2><p>Morgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.</p><p>“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”</p><h2 id=\"id_757412039\" style=\"text-align: start;\">Jefferies initiates TE Connectivity at buy</h2><p>Jefferies likes the company’s exposure to Chinese automakers.</p><p>“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”</p><h2 id=\"id_2562605002\" style=\"text-align: start;\">RBC upgrades First Horizon to outperform from sector perform</h2><p>RBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.</p><p>“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”</p><h2 id=\"id_579754222\" style=\"text-align: start;\">Goldman Sachs upgrades Molson Coors to buy from neutral</h2><p>Goldman said in its upgrade of the brewer that it sees strengthening share gains.</p><p>“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”</p><h2 id=\"id_4286189019\" style=\"text-align: start;\">Wells Fargo initiates Monday.com as overweight</h2><p>Wells said the project management software company offers “attractive growth.”</p><p>“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress &amp; new product cycles, to maintain outsized growth/margin expansion.”</p><h2 id=\"id_1280068899\" style=\"text-align: start;\">Wells Fargo initiates GitLab as overweight</h2><p>Wells sees the software company’s stock at an attractive entry point.</p><p>“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”</p><h2 id=\"id_3101092375\" style=\"text-align: start;\">Rosenblatt initiates TeraWulf at buy</h2><p>Rosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”</p><p>“We initiate coverage of WULF with a Buy rating and $4.20 price target.”</p><h2 id=\"id_3640758362\" style=\"text-align: start;\">TD Cowen reiterates Alphabet at outperform</h2><p>TD raised its price target on the Google and YouTube parent to $170 per share from $165.</p><p>“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”</p><h2 id=\"id_954524338\" style=\"text-align: start;\">William Blair initiates Tradeweb Markets at outperform</h2><p>William Blair said the electronic marketplace is a market leader.</p><p>“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”</p><h2 id=\"id_3940318741\" style=\"text-align: start;\">TD Cowen upgrades GE Aerospace to outperform from market perform</h2><p>TD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”</p><p>“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power &amp; renewables assets (GE Vernova).”</p><h2 id=\"id_3108638422\" style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America said its survey checks show App Store growth increasing.</p><p>“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”</p><h2 id=\"id_989599442\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla at overweight</h2><p>Morgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.</p><p>“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”</p><h2 id=\"id_1671093183\" style=\"text-align: start;\">Barclays reiterates Netflix at equal weight</h2><p>Barclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.</p><p>“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”</p><h2 id=\"id_3925055840\" style=\"text-align: start;\">Bank of America upgrades Ally Financial to buy from neutral</h2><p>Bank of America said the bank holding company has “credit leverage.”</p><p>“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”</p><h2 id=\"id_1589650856\" style=\"text-align: start;\">Bank of America initiates Frontier a buy</h2><p>Bank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”</p><p>“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”</p><h2 id=\"id_3870255266\" style=\"text-align: start;\">Bank of America upgrades Freeport-McMoRan to buy from neutral</h2><p>Bank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.</p><p>“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”</p><h2 id=\"id_3365310689\" style=\"text-align: start;\">JPMorgan upgrades American Eagle to overweight from neutral</h2><p>JPMorgan said it sees brand momentum after meeting with AEO’s management.</p><p>“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”</p><h2 id=\"id_360163446\" style=\"text-align: start;\">Rosenblatt initiates Bitdeer Technologies as buy</h2><p>Rosenblatt said it’s bullish on shares of the bitcoin miner.</p><p>“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”</p><h2 id=\"id_1198603572\" style=\"text-align: start;\">Wolfe upgrades U.S. Steel to outperform from peer perform</h2><p>Wolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.</p><p>“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”</p><h2 id=\"id_2828198900\" style=\"text-align: start;\">KBW initiates nCino as outperform</h2><p>KBW said in its initiation of the software company that it sees a compelling entry point for nCino.</p><p>“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”</p><h2 id=\"id_1536231272\" style=\"text-align: start;\">DA Davidson reiterates Nvidia as neutral</h2><p>DA Davidson is concerned about a downturn affecting Nvidia in 2026.</p><p>“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Apple, Tesla, Netflix, Cisco, Alphabet & More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-04-09 22:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_663519422\" style=\"text-align: start;\">Morgan Stanley resumes Cisco as overweight</h2><p>Morgan Stanley said it sees “double digit overall shareholder return potential.”</p><p>“Cisco is trading at / near record discount to S&amp;P despite CIO survey noting healthy growth environment for networking once we get past inventory digestion.”</p><h2 id=\"id_873712341\" style=\"text-align: start;\">Raymond James initiates Permian Resources as buy</h2><p>Raymond James said the Permian Basin oil and gas company is well positioned.</p><p>“Based in Midland, Texas, Permian Resources was formed in late FY22 as a merger of equals between privately-backed Colgate Energy and public Centennial Resource Development.”</p><h2 id=\"id_1107121316\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman lowered its price target on the EV maker to $175 per share from $190.</p><p>“Lowering Tesla estimates post weaker 1Q24 deliveries, and to better reflect market condition.”</p><h2 id=\"id_736783547\" style=\"text-align: start;\">Bank of America upgrades Infosys to buy from neutral</h2><p>Bank of America said in its upgrade of Infosys that it sees a demand recovery for the IT consulting company.</p><p>“Stock’s underperformance over last two years makes its valuation sensitive to such growth prospects. FY25 earnings outlook are also close to a floor level.”</p><h2 id=\"id_2291145156\" style=\"text-align: start;\">Barclays downgrades American Express to equal weight from overweight</h2><p>Barclays sees “limited upside” on valuation for the stock.</p><p>“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”</p><h2 id=\"id_4047602339\" style=\"text-align: start;\">BMO upgrades Chemours to outperform from market perform</h2><p>BMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.</p><p>“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”</p><h2 id=\"id_2035075072\" style=\"text-align: start;\">Wells Fargo upgrades Digital Realty Trust to overweight from equal weight</h2><p>Wells Fargo sees numerous catalysts ahead for the real estate investment trust.</p><p>“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”</p><h2 id=\"id_514781485\" style=\"text-align: start;\">Compass Point downgrades Wells Fargo to neutral from buy</h2><p>Compass sees a more balanced risk/reward for shares of Wells Fargo.</p><p>“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”</p><h2 id=\"id_1345237615\" style=\"text-align: start;\">Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weight</h2><p>Morgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.</p><p>“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”</p><h2 id=\"id_757412039\" style=\"text-align: start;\">Jefferies initiates TE Connectivity at buy</h2><p>Jefferies likes the company’s exposure to Chinese automakers.</p><p>“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”</p><h2 id=\"id_2562605002\" style=\"text-align: start;\">RBC upgrades First Horizon to outperform from sector perform</h2><p>RBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.</p><p>“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”</p><h2 id=\"id_579754222\" style=\"text-align: start;\">Goldman Sachs upgrades Molson Coors to buy from neutral</h2><p>Goldman said in its upgrade of the brewer that it sees strengthening share gains.</p><p>“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”</p><h2 id=\"id_4286189019\" style=\"text-align: start;\">Wells Fargo initiates Monday.com as overweight</h2><p>Wells said the project management software company offers “attractive growth.”</p><p>“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress &amp; new product cycles, to maintain outsized growth/margin expansion.”</p><h2 id=\"id_1280068899\" style=\"text-align: start;\">Wells Fargo initiates GitLab as overweight</h2><p>Wells sees the software company’s stock at an attractive entry point.</p><p>“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”</p><h2 id=\"id_3101092375\" style=\"text-align: start;\">Rosenblatt initiates TeraWulf at buy</h2><p>Rosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”</p><p>“We initiate coverage of WULF with a Buy rating and $4.20 price target.”</p><h2 id=\"id_3640758362\" style=\"text-align: start;\">TD Cowen reiterates Alphabet at outperform</h2><p>TD raised its price target on the Google and YouTube parent to $170 per share from $165.</p><p>“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”</p><h2 id=\"id_954524338\" style=\"text-align: start;\">William Blair initiates Tradeweb Markets at outperform</h2><p>William Blair said the electronic marketplace is a market leader.</p><p>“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”</p><h2 id=\"id_3940318741\" style=\"text-align: start;\">TD Cowen upgrades GE Aerospace to outperform from market perform</h2><p>TD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”</p><p>“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power &amp; renewables assets (GE Vernova).”</p><h2 id=\"id_3108638422\" style=\"text-align: start;\">Bank of America reiterates Apple as buy</h2><p>Bank of America said its survey checks show App Store growth increasing.</p><p>“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”</p><h2 id=\"id_989599442\" style=\"text-align: start;\">Morgan Stanley reiterates Tesla at overweight</h2><p>Morgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.</p><p>“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”</p><h2 id=\"id_1671093183\" style=\"text-align: start;\">Barclays reiterates Netflix at equal weight</h2><p>Barclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.</p><p>“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”</p><h2 id=\"id_3925055840\" style=\"text-align: start;\">Bank of America upgrades Ally Financial to buy from neutral</h2><p>Bank of America said the bank holding company has “credit leverage.”</p><p>“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”</p><h2 id=\"id_1589650856\" style=\"text-align: start;\">Bank of America initiates Frontier a buy</h2><p>Bank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”</p><p>“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”</p><h2 id=\"id_3870255266\" style=\"text-align: start;\">Bank of America upgrades Freeport-McMoRan to buy from neutral</h2><p>Bank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.</p><p>“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”</p><h2 id=\"id_3365310689\" style=\"text-align: start;\">JPMorgan upgrades American Eagle to overweight from neutral</h2><p>JPMorgan said it sees brand momentum after meeting with AEO’s management.</p><p>“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”</p><h2 id=\"id_360163446\" style=\"text-align: start;\">Rosenblatt initiates Bitdeer Technologies as buy</h2><p>Rosenblatt said it’s bullish on shares of the bitcoin miner.</p><p>“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”</p><h2 id=\"id_1198603572\" style=\"text-align: start;\">Wolfe upgrades U.S. Steel to outperform from peer perform</h2><p>Wolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.</p><p>“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”</p><h2 id=\"id_2828198900\" style=\"text-align: start;\">KBW initiates nCino as outperform</h2><p>KBW said in its initiation of the software company that it sees a compelling entry point for nCino.</p><p>“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”</p><h2 id=\"id_1536231272\" style=\"text-align: start;\">DA Davidson reiterates Nvidia as neutral</h2><p>DA Davidson is concerned about a downturn affecting Nvidia in 2026.</p><p>“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","NVDA":"英伟达","GOOGL":"谷歌A","NFLX":"奈飞","AAPL":"苹果","CSCO":"思科","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129671183","content_text":"Here are the biggest calls on Wall Street on Tuesday:Morgan Stanley resumes Cisco as overweightMorgan Stanley said it sees “double digit overall shareholder return potential.”“Cisco is trading at / near record discount to S&P despite CIO survey noting healthy growth environment for networking once we get past inventory digestion.”Raymond James initiates Permian Resources as buyRaymond James said the Permian Basin oil and gas company is well positioned.“Based in Midland, Texas, Permian Resources was formed in late FY22 as a merger of equals between privately-backed Colgate Energy and public Centennial Resource Development.”Goldman Sachs reiterates Tesla as neutralGoldman lowered its price target on the EV maker to $175 per share from $190.“Lowering Tesla estimates post weaker 1Q24 deliveries, and to better reflect market condition.”Bank of America upgrades Infosys to buy from neutralBank of America said in its upgrade of Infosys that it sees a demand recovery for the IT consulting company.“Stock’s underperformance over last two years makes its valuation sensitive to such growth prospects. FY25 earnings outlook are also close to a floor level.”Barclays downgrades American Express to equal weight from overweightBarclays sees “limited upside” on valuation for the stock.“Downgrade AXP to EW; see limited upside on valuation and EPS revisions.”BMO upgrades Chemours to outperform from market performBMO said in its upgrade of Chemours that the chemical maker has underappreciated long-term growth.“Upgrading to OP as 2024 to Improve Through Year and [Long Term] Growth Under-Appreciated.”Wells Fargo upgrades Digital Realty Trust to overweight from equal weightWells Fargo sees numerous catalysts ahead for the real estate investment trust.“We are upgrading DLR to Overweight (from Equal Weight) and raising our PT to $155 ($135 prior).”Compass Point downgrades Wells Fargo to neutral from buyCompass sees a more balanced risk/reward for shares of Wells Fargo.“We see greater risk to the achievement of our price target as the Fed rate cutting cycle begins, and note the expected return to our price target reflects a lower expected return vs. that which we expect for our Buy-rated names.”Morgan Stanley upgrades Nasdaq and LPL Financial to overweight from equal weightMorgan Stanley sees “better growth prospects” for both stocks. Nasdaq is its top pick.“Better Growth Prospects Lead Us to Upgrade NDAQ, LPLA to OW.”Jefferies initiates TE Connectivity at buyJefferies likes the company’s exposure to Chinese automakers.“TE Connectivity has the leading share in the global connector market with leverage to secular growth from the ‘electrification’ of end markets, especially in automotive.”RBC upgrades First Horizon to outperform from sector performRBC said in its upgrade of the regional bank that it likes the long-term strategy at First Horizon.“We are gaining confidence in management’s longer-term strategy, and encouraged by the favorable near-to-medium term fundamental outlook supported by solid balance sheet growth, positive revenue trajectory, reasonable expense trends and manageable credit outlook.”Goldman Sachs upgrades Molson Coors to buy from neutralGoldman said in its upgrade of the brewer that it sees strengthening share gains.“We upgrade TAP to a Buy rating as we now see a positive risk/reward given: Distributors expect TAP to be a big winner of spring shelf resets, gaining an incremental + [mid single digit percentage] of shelf space on average.”Wells Fargo initiates Monday.com as overweightWells said the project management software company offers “attractive growth.”“With a leading work mgmt platform, powered by a proprietary architecture, our work suggests MNDY has multiple attractive growth levers, inc[luding] up-market progress & new product cycles, to maintain outsized growth/margin expansion.”Wells Fargo initiates GitLab as overweightWells sees the software company’s stock at an attractive entry point.“With shares -21% off since 4Q EPS, the FY25 model now more conservatively set, and an AI-led product cycle taking shape, we see an opportunistic entry for GTLB shares.”Rosenblatt initiates TeraWulf at buyRosenblatt said in its initiation of the bitcoin miner that it’s the “preferred way to allocate to Bitcoin below spot prices.”“We initiate coverage of WULF with a Buy rating and $4.20 price target.”TD Cowen reiterates Alphabet at outperformTD raised its price target on the Google and YouTube parent to $170 per share from $165.“Our 1Q Digital ad expert check call on 4/8 suggests that GOOG Search spend growth remained strong in 1Q24, implying a resilient U.S. consumer.”William Blair initiates Tradeweb Markets at outperformWilliam Blair said the electronic marketplace is a market leader.“Tradeweb is a leading global operator of electronic marketplaces, with a focus on fixed income.”TD Cowen upgrades GE Aerospace to outperform from market performTD Cowen said in its upgrade of the jet engine stock that it has “extended visibility.”“We are upgrading our rating on GE Aerospace (GE), formerly General Electric Company, following the spin off of its power & renewables assets (GE Vernova).”Bank of America reiterates Apple as buyBank of America said its survey checks show App Store growth increasing.“Our Buy rating on Apple is based on: 1) expected strong iPhone upgrade cycle in F25 driven by the need for latest hardware to enable Gen AI features, 2) higher growth in Services revenue.”Morgan Stanley reiterates Tesla at overweightMorgan Stanley is bullish on Tesla’s robotaxi heading into its early August launch.“August 8th may serve to re-ignite the conversation around whether Tesla is worthy of inclusion in an AI conversation (or portfolio), or not.”Barclays reiterates Netflix at equal weightBarclays raised its price target on the streaming platform to $550 per share from $475 ahead of earnings next week.“Netflix seems on course for another strong quarter but growth algorithm is getting more complicated vs the past, which is not reflected in valuation.”Bank of America upgrades Ally Financial to buy from neutralBank of America said the bank holding company has “credit leverage.”“We are upgrading ALLY to Buy (from Neutral) and raising our PO to $46 (from $42) now assuming 7x our ’25e EPS, implying ~20% potential upside.”Bank of America initiates Frontier a buyBank of America said the wirelines and cable telecom company has “meaningful potential to outperform.”“We initiate coverage of Frontier Communications (FYBR) with a Buy rating and $30 price objective (PO), implying ~26% upside potential.”Bank of America upgrades Freeport-McMoRan to buy from neutralBank of America said in its upgrade of the copper and gold miner that it sees robust free-cash flow.“We materially increase POs for most of our copper coverage. Raise FCX to Buy (PO to $59) given high quality copper leverage, robust and rising free cash flow and material gold revenue.”JPMorgan upgrades American Eagle to overweight from neutralJPMorgan said it sees brand momentum after meeting with AEO’s management.“American Eagle Outfitters (AEO) – Upgrade to Overweight / $31 Price Target.”Rosenblatt initiates Bitdeer Technologies as buyRosenblatt said it’s bullish on shares of the bitcoin miner.“We initiate coverage of BTDR with a Buy rating and $10.50 price target.”Wolfe upgrades U.S. Steel to outperform from peer performWolfe said in its upgrade of the Pittsburgh-based steel maker that it’s inexpensive as a standalone company. The company is in talks for a takeover by Japan’s Nippon Steel.“We upgrade X to Outperform from Peer Perform as it looks relatively cheap on a standalone basis, using [estimates] well below its forecasts listed in the proxy. Biden’s explicit opposition to the Nippon Steel takeover seriously dampened any chance of the deal being completed, in our view, adding to already vehement opposition from GOP rival Trump.”KBW initiates nCino as outperformKBW said in its initiation of the software company that it sees a compelling entry point for nCino.“Attractive Entry Point Ahead of Revenue Growth Acceleration; Initiating Coverage at Outperform.”DA Davidson reiterates Nvidia as neutralDA Davidson is concerned about a downturn affecting Nvidia in 2026.“Although NVDA (Neutral-rated) should deliver a spectacular 2024 (and perhaps into 2025), we continue to believe recent trends set up a significant cyclical downturn by 2026.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}