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WinnerTay

WinnerTay

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11-06

$NIO Inc.(NIO)$

$NIO Inc.(NIO)$ May I know when you will be BACK $NIO Inc.(NIO)$ Keep for 700days still no profits! God bless everyone of NIO investors

08-05

$NVIDIA Corp(NVDA)$ No more budget to leverage down ! When buy in just drop like hell!$NVIDIA Corp(NVDA)$

$NVIDIA Corp(NVDA)$ When can profits ? God Save America!

08-05

$NIO Inc.(NIO)$ Damm It ! 50% lost on a stock ! All my friend who bought NIO still ok !? Any way I'm lost 50% on my Capital $NIO Inc.(NIO)$ God Save Me!

07-03

One of my favorite $MicroStrategy(MSTR)$

@SPACE ROCKET:I opened $MicroStrategy(MSTR)$ ,I opened $MicroStrategy(MSTR)$ ,MSTR may be trading at a premium, but it's because it offers much higher returns than Spot Bitcoin ETFs, minus all the unnecessary expense ratio. For as long as Bitcoin stays above Saylor's avg buy price of $36,798, MSTR is a buy. It is a more attractive buy compared to all the over-valued miner stocks like MARA, CLSK, IREN at the moment.

03-27

$NIO Inc.(NIO)$ Keep buy in leverage down or give up? Lose 46.40% God! What's I should do ?

03-19

$NIO Inc.(NIO)$

$NIO Inc.(NIO)$ What u all will do ? Lost 42% about ? Cut lost ? Or keep hold Or keep Buy in ? Is seem Like China and America won't be friend in future ?

01-25

$VinFast Auto(VFS)$ Almost 30% what's I waiting for? haiz.....disappointed[Facepalm] [Facepalm] [Facepalm] $VinFast Auto(VFS)$

01-25

$NIO Inc.(NIO)$ 50% Loss what should I do ?? Can you all imagine 50% ? When can Gain back ? I need 100% to gain back Capital!

2023-12-19

$NIO Inc.(NIO)$ I think I'm the only 1 will share lose portfolio[Happy] [Happy] [Happy] [Happy] [Happy] Yesterday NIO CEO come out for announcement and live stream show off new tech of NIO. Just increase 4% (Life is not easy , but I have to do something, human need me[Miser] [Miser]

2023-12-05

Sure can be multi-millionaires

Could Nio Stock Help You Retire a Millionaire?

2023-12-05

$NIO Inc.(NIO)$ My heart is broken[Sad]

2023-10-27

Which investment is better ?

2023-08-29

You sure everyone nervous like you ?

NIO Earnings Are Coming. Investors Are Nervous

2023-05-19

Malaysia Top 10 Income Industries! Apply this all job earn $$$ in the end buy stock in Tiger Broker!$Tiger Brokers(TIGR)$

2023-01-15

@Nio Ben Nio can make us become Billionaires?

Is Nio Stock a Buy?

2022-12-06

So...what can Biden do?

Biden to Visit TSMC Chip Plant in Arizona, Hail Supply Chain Fixes

2022-11-25

Buy Apple 10years can retired

Apple: Digesting This Souring Pie

2022-11-20

So I can buy , than will become Trillionair

Will TSMC Stock Be a Trillion-Dollar Stock By 2032?

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; May I know when you will be BACK&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> Keep for 700days still no profits!&nbsp; God bless everyone of NIO investors&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; May I know when you will be BACK&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> Keep for 700days still no profits!&nbsp; God bless everyone of NIO investors&nbsp;","text":"$NIO Inc.(NIO)$ $NIO Inc.(NIO)$ May I know when you will be BACK $NIO Inc.(NIO)$ Keep for 700days still no profits! God bless everyone of NIO investors","images":[{"img":"https://community-static.tradeup.com/news/4b93f57c20843bd872096031985d4804","width":"1284","height":"2322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/368117575631024","isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"content":"Trump is back in the driver's seat, all things Chinese will sink further, economy, stocks and what have you... It's gonna be a chilly Winter and a worse 2025... Thankfully all US citizens will be able to bear witness to this as tariffs imposed on made in China will hurt the working class pockets. They made the bed so lie in it, right? Whahaha.....","text":"Trump is back in the driver's seat, all things Chinese will sink further, economy, stocks and what have you... It's gonna be a chilly Winter and a worse 2025... Thankfully all US citizens will be able to bear witness to this as tariffs imposed on made in China will hurt the working class pockets. They made the bed so lie in it, right? Whahaha.....","html":"Trump is back in the driver's seat, all things Chinese will sink further, economy, stocks and what have you... It's gonna be a chilly Winter and a worse 2025... Thankfully all US citizens will be able to bear witness to this as tariffs imposed on made in China will hurt the working class pockets. They made the bed so lie in it, right? Whahaha....."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":335138363633680,"gmtCreate":1722850731778,"gmtModify":1722850740068,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> No more budget to&nbsp; leverage down !&nbsp; When buy in just drop like hell!<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; When can profits ? God Save America!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> No more budget to&nbsp; leverage down !&nbsp; When buy in just drop like hell!<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; When can profits ? God Save America!","text":"$NVIDIA Corp(NVDA)$ No more budget to leverage down ! When buy in just drop like hell!$NVIDIA Corp(NVDA)$ $NVIDIA Corp(NVDA)$ When can profits ? God Save America!","images":[{"img":"https://community-static.tradeup.com/news/1fba0a02aa508c86e0c5fd1deffc752a","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335138363633680","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":335233196617760,"gmtCreate":1722850588719,"gmtModify":1722850593193,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; &nbsp;Damm It ! 50% lost on a stock !&nbsp; All my friend who bought NIO still ok !? Any way I'm lost 50% on my Capital&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; God Save Me!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; &nbsp;Damm It ! 50% lost on a stock !&nbsp; All my friend who bought NIO still ok !? Any way I'm lost 50% on my Capital&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; God Save Me!&nbsp;","text":"$NIO Inc.(NIO)$ Damm It ! 50% lost on a stock ! All my friend who bought NIO still ok !? Any way I'm lost 50% on my Capital $NIO Inc.(NIO)$ God Save Me!","images":[{"img":"https://community-static.tradeup.com/news/5afe32bf9a1f6d11b1d07a76602f0476","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/335233196617760","isVote":1,"tweetType":1,"viewCount":2600,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089903454740810","authorId":"4089903454740810","name":"dallanube","avatar":"https://static.tigerbbs.com/e0e048a9487083a6c3f00b24abf18511","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4089903454740810","idStr":"4089903454740810"},"content":"my cost is 41$, and I still keep it to remind hiw foolish I'm... u guys still good","text":"my cost is 41$, and I still keep it to remind hiw foolish I'm... u guys still good","html":"my cost is 41$, and I still keep it to remind hiw foolish I'm... u guys still good"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":323532678946856,"gmtCreate":1720013043841,"gmtModify":1720013047364,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"One of my favorite <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>&nbsp;","listText":"One of my favorite <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>&nbsp;","text":"One of my favorite $MicroStrategy(MSTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323532678946856","repostId":"323193499762744","repostType":1,"repost":{"id":323193499762744,"gmtCreate":1719935252221,"gmtModify":1721923766120,"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/67ecba742430a57a532b690885139baa","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4093561479903300","idStr":"4093561479903300"},"themes":[],"htmlText":"I opened <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> ,I opened <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> ,MSTR may be trading at a premium, but it's because it offers much higher returns than Spot Bitcoin ETFs, minus all the unnecessary expense ratio. For as long as Bitcoin stays above Saylor's avg buy price of $36,798, MSTR is a buy. It is a more attractive buy compared to all the over-valued miner stocks like MARA, CLSK, IREN at the moment.","listText":"I opened <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> ,I opened <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> ,MSTR may be trading at a premium, but it's because it offers much higher returns than Spot Bitcoin ETFs, minus all the unnecessary expense ratio. For as long as Bitcoin stays above Saylor's avg buy price of $36,798, MSTR is a buy. It is a more attractive buy compared to all the over-valued miner stocks like MARA, CLSK, IREN at the moment.","text":"I opened $MicroStrategy(MSTR)$ ,I opened $MicroStrategy(MSTR)$ ,MSTR may be trading at a premium, but it's because it offers much higher returns than Spot Bitcoin ETFs, minus all the unnecessary expense ratio. For as long as Bitcoin stays above Saylor's avg buy price of $36,798, MSTR is a buy. It is a more attractive buy compared to all the over-valued miner stocks like MARA, CLSK, IREN at the moment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323193499762744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288871082467424,"gmtCreate":1711549623546,"gmtModify":1711549627444,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Keep buy in leverage down or give up?&nbsp; Lose 46.40%&nbsp; God! What's I should do ?&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Keep buy in leverage down or give up?&nbsp; Lose 46.40%&nbsp; God! What's I should do ?&nbsp;","text":"$NIO Inc.(NIO)$ Keep buy in leverage down or give up? Lose 46.40% God! What's I should do ?","images":[{"img":"https://community-static.tradeup.com/news/476cdf55c1d0ae150749650600e27c1f","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/288871082467424","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":285997402640480,"gmtCreate":1710858391453,"gmtModify":1710858398083,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> What u all will do ? Lost 42% about ?&nbsp; Cut lost ? Or keep hold Or keep Buy in ?&nbsp; Is seem Like China and America won't be friend in future ?","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> What u all will do ? Lost 42% about ?&nbsp; Cut lost ? Or keep hold Or keep Buy in ?&nbsp; Is seem Like China and America won't be friend in future ?","text":"$NIO Inc.(NIO)$ $NIO Inc.(NIO)$ What u all will do ? Lost 42% about ? Cut lost ? Or keep hold Or keep Buy in ? Is seem Like China and America won't be friend in future ?","images":[{"img":"https://community-static.tradeup.com/news/d3c4f664387972ea4176afbe19f5d5e0","width":"1284","height":"2079"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":1,"link":"https://ttm.financial/post/285997402640480","isVote":1,"tweetType":1,"viewCount":2168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570276943236842","authorId":"3570276943236842","name":"Kelweekiat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3570276943236842","idStr":"3570276943236842"},"content":"I am down 70.5% ... Has been DCA since i bought in 2021.. Really tired of holding. Just returned from Beijing, surprised to learn that EVs are not very popular there. You don't see many EVs moving around .. According to the locals and my agent in Beijing, EVs still not very receptive in China. You dont see many Tesla or BYDs on the street or carpark. Not to say NIOs.. What we all seen in Youtube and news were just bubbles trying to smoke us buying into the stock for the shortist to kill us .... Going to cut loss tonight.. all the best to you.","text":"I am down 70.5% ... Has been DCA since i bought in 2021.. Really tired of holding. Just returned from Beijing, surprised to learn that EVs are not very popular there. You don't see many EVs moving around .. According to the locals and my agent in Beijing, EVs still not very receptive in China. You dont see many Tesla or BYDs on the street or carpark. Not to say NIOs.. What we all seen in Youtube and news were just bubbles trying to smoke us buying into the stock for the shortist to kill us .... Going to cut loss tonight.. all the best to you.","html":"I am down 70.5% ... Has been DCA since i bought in 2021.. Really tired of holding. Just returned from Beijing, surprised to learn that EVs are not very popular there. You don't see many EVs moving around .. According to the locals and my agent in Beijing, EVs still not very receptive in China. You dont see many Tesla or BYDs on the street or carpark. Not to say NIOs.. What we all seen in Youtube and news were just bubbles trying to smoke us buying into the stock for the shortist to kill us .... Going to cut loss tonight.. all the best to you."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":266972633239632,"gmtCreate":1706188885104,"gmtModify":1706188888686,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>&nbsp; Almost 30% what's I waiting for? haiz.....disappointed[Facepalm]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>&nbsp; Almost 30% what's I waiting for? haiz.....disappointed[Facepalm]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>&nbsp;","text":"$VinFast Auto(VFS)$ Almost 30% what's I waiting for? haiz.....disappointed[Facepalm] [Facepalm] [Facepalm] $VinFast Auto(VFS)$","images":[{"img":"https://community-static.tradeup.com/news/2ee1e6eaf3a341c5f1bbae57a5dcb36e","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266972633239632","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":266972763259000,"gmtCreate":1706188812287,"gmtModify":1706255978459,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 50% Loss what should I do ?? Can you all imagine 50% ? When can Gain back ? I need 100% to gain back Capital!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 50% Loss what should I do ?? Can you all imagine 50% ? When can Gain back ? I need 100% to gain back Capital!&nbsp;","text":"$NIO Inc.(NIO)$ 50% Loss what should I do ?? Can you all imagine 50% ? When can Gain back ? I need 100% to gain back Capital!","images":[{"img":"https://community-static.tradeup.com/news/0343dc8606a0c93ca21fb50ceb7c0767","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":67,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/266972763259000","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092121755473130","authorId":"4092121755473130","name":"LOOI KIAN LIANG","avatar":"https://community-static.tradeup.com/news/2f46d7310de2ab006105ade9ab8718cd","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092121755473130","idStr":"4092121755473130"},"content":"I used to buy 1,000 shares and now double to buy c","text":"I used to buy 1,000 shares and now double to buy c","html":"I used to buy 1,000 shares and now double to buy c"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":253765259071736,"gmtCreate":1702973574856,"gmtModify":1702973579287,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> I think I'm the only 1 will share lose portfolio[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;&nbsp; Yesterday NIO CEO come out for announcement and live stream show off new tech of NIO. Just increase 4% (Life is not easy , but I have to do something, human need me[Miser]&nbsp;[Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> I think I'm the only 1 will share lose portfolio[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;&nbsp; Yesterday NIO CEO come out for announcement and live stream show off new tech of NIO. Just increase 4% (Life is not easy , but I have to do something, human need me[Miser]&nbsp;[Miser]&nbsp;&nbsp;","text":"$NIO Inc.(NIO)$ I think I'm the only 1 will share lose portfolio[Happy] [Happy] [Happy] [Happy] [Happy] Yesterday NIO CEO come out for announcement and live stream show off new tech of NIO. Just increase 4% (Life is not easy , but I have to do something, human need me[Miser] [Miser]","images":[{"img":"https://community-static.tradeup.com/news/e7222a2cbe42a240c3ee9e310019d6e0","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/253765259071736","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133675128299882","authorId":"4133675128299882","name":"Investidor","avatar":"https://community-static.tradeup.com/news/7379a77de48ce3aafcef44cd6dc2929d","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4133675128299882","idStr":"4133675128299882"},"content":"Hang in there! Wont be surprised this will breakeven soon","text":"Hang in there! Wont be surprised this will breakeven soon","html":"Hang in there! Wont be surprised this will breakeven soon"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":248795090731208,"gmtCreate":1701772928897,"gmtModify":1701772933823,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"Sure can be multi-millionaires&nbsp;","listText":"Sure can be multi-millionaires&nbsp;","text":"Sure can be multi-millionaires","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248795090731208","repostId":"2389557357","repostType":2,"repost":{"id":"2389557357","pubTimestamp":1701763200,"share":"https://ttm.financial/m/news/2389557357?lang=&edition=fundamental","pubTime":"2023-12-05 16:00","market":"us","language":"en","title":"Could Nio Stock Help You Retire a Millionaire?","url":"https://stock-news.laohu8.com/highlight/detail?id=2389557357","media":"Motley Fool","summary":"The Chinese EV maker still has a lot to prove.","content":"<html><head></head><body><h2 id=\"id_33546657\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Nio has taken investors on a wild ride since its IPO five years ago.</p></li><li><p>The company&#39;s slowing shipments and declining margins drove away the bulls.</p></li><li><p>Its stock looks cheap, but it needs to break out of its rut to impress the market.</p></li></ul><p><strong>Nio</strong> became one of the market&#39;s hottest electric vehicle (EV) stocks during the apex of the growth and meme stock rally. The Chinese EV maker, which went public at $6.26 per American depositary share (ADS) on Sept. 12, 2018, saw its shares soar to an all-time high of $62.84 on Feb. 9, 2021. But today, its stock trades at about $7.</p><p>Therefore, a $1,000 investment in Nio would have blossomed to over $10,000 before withering back to about $1,100. Let&#39;s see why Nio lost its luster and whether it might still generate millionaire-making gains over the next few decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/516db5a9451fc51011da97868232cf3c\" alt=\"Image source: NIO.\" title=\"Image source: NIO.\" tg-width=\"700\" tg-height=\"435\"/><span>Image source: NIO.</span></p><h2 id=\"id_892508392\">Why did the bulls lose interest in Nio?</h2><p>Nio produces a wide range of electric sedans and SUVs. Unlike many other EV makers that went public prior to ramping up their production, Nio had already started mass-producing its vehicles when it went public.</p><p>Nio initially dazzled the bulls with its triple-digit growth in deliveries in 2020 and 2021, which defied the pandemic-induced slowdown of the broader automotive market. But over the past two years, its deliveries decelerated as it struggled with supply chain constraints, macro headwinds, and a persistent pricing war across China&#39;s EV market.</p><table style=\"border-collapse:collapse;\"><colgroup><col width=\"74\"/><col width=\"75\"/><col width=\"75\"/><col width=\"75\"/><col width=\"75\"/><col width=\"75\"/><col width=\"74\"/></colgroup><tbody><tr><th data-colwidth=\"74\" style=\"text-align:left;width:74px;\"><p>Metric</p></th><th data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>2018</p></th><th data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>2019</p></th><th data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>2020</p></th><th data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>2021</p></th><th data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>2022</p></th><th data-colwidth=\"74\" style=\"text-align:left;width:74px;\"><p>YTD 2023</p></th></tr><tr><td data-colwidth=\"74\" style=\"text-align:left;width:74px;\"><p>Deliveries</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>11,348</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>20,565</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>43,728</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>91,429</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>122,486</p></td><td data-colwidth=\"74\" style=\"text-align:left;width:74px;\"><p>142,026</p></td></tr><tr><td data-colwidth=\"74\" style=\"text-align:left;width:74px;\"><p>Growth (YOY)</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>n/a*</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>81%</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>113%</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>109%</p></td><td data-colwidth=\"75\" style=\"text-align:left;width:75px;\"><p>34%</p></td><td data-colwidth=\"74\" style=\"text-align:left;width:74px;\"><p>33%</p></td></tr></tbody></table><p>Data source: Nio. YOY = year-over-year. YTD = year-to-date (through the end of November 2023). *Deliveries started in mid-2018.</p><p>That pressure also compressed its vehicle margins, which had expanded from 1.6% in 2018 to a peak of 20.1% in 2021 before dropping to 6.2% in the second quarter of 2023.</p><p>Nio differentiates itself from the competition with a network of battery-swapping stations that address the lengthy charging times for traditional EVs. However, Nio is spending a lot of money to expand that capital-intensive network as its vehicle margins shrivel. It&#39;s also developing its own first-party smartphones to complement its vehicles and showcase its own apps.</p><p>As a result, Nio&#39;s operating loss more than tripled from 4.5 billion yuan in 2021 to 15.6 billion yuan ($2.27 billion) in 2022, then widened year over year from 2.8 billion yuan to 6.1 billion yuan ($838 million) in the first half of 2023. It also ended its latest quarter with $9.5 billion in total liabilities and a high debt-to-equity ratio of 4.7.</p><p>As Nio&#39;s growth cooled off and its margins crumbled, rising interest rates popped its bubbly valuations and drove away the remaining bulls. At its peak, Nio&#39;s enterprise value hit $91.4 billion -- or 16 times the sales it would generate in 2021. Today, it&#39;s worth just $13.8 billion -- less than 2 times the revenue it&#39;s expected to generate in 2023. By comparison, <strong>Tesla</strong> trades at 8 times this year&#39;s sales.</p><h2 id=\"id_3107664553\">Are brighter days ahead?</h2><p>Nio&#39;s stock is clearly in the penalty box, and the escalating trade tensions between the U.S. and China make it an even less appealing investment. But if Nio weathers the pricing war in the EV market, stabilizes its deliveries, and successfully scales up its battery-swapping network, it could be cheap relative to its long-term growth potential.</p><p>Nio ended the second quarter of 2023 with $4.3 billion in cash, cash equivalents, restricted cash, short-term investments, and long-term time deposits. It also recently raised another $1 billion in convertible notes. That liquidity should buy it more time to turn its business around as the macro environment improves. Its gradual expansion into Europe and other overseas markets could also reduce its long-term dependence on China.</p><p>For now, analysts still expect Nio&#39;s revenue to grow at a compound annual growth rate (CAGR) of 35% from 2022 to 2025 as the market stabilizes. They also expect it to narrow its annual net losses from 2023 through 2025. We should take those estimates with a grain of salt, but they suggest its business isn&#39;t headed off a cliff yet.</p><h2 id=\"id_3637964968\">Could Nio still be a millionaire-maker stock?</h2><p>Assuming Nio&#39;s valuations hold steady at about 2 times sales, it would need to grow its top line at a CAGR of 26% over the next 20 years to turn a $10,000 investment into $1 million. But if it trades at a more reasonable 5 times sales, it would need to grow its sales at just under half that rate to become a millionaire-making investment.</p><p>In other words, Nio certainly has the potential to generate millionaire-making gains for daring investors who buy its beaten-down stock today. But the next few years will be critical for Nio&#39;s future. If it fails to fend off its competitors in China&#39;s increasingly crowded EV market, its stock could easily drop to zero instead of soaring to fresh all-time highs.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Could Nio Stock Help You Retire a Millionaire?</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\">\nCould Nio Stock Help You Retire a Millionaire?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-05 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/12/04/could-nio-stock-help-you-retire-a-millionaire/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNio has taken investors on a wild ride since its IPO five years ago.The company's slowing shipments and declining margins drove away the bulls.Its stock looks cheap, but it needs to break ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/12/04/could-nio-stock-help-you-retire-a-millionaire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4159":"经销商","NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://www.fool.com/investing/2023/12/04/could-nio-stock-help-you-retire-a-millionaire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389557357","content_text":"KEY POINTSNio has taken investors on a wild ride since its IPO five years ago.The company's slowing shipments and declining margins drove away the bulls.Its stock looks cheap, but it needs to break out of its rut to impress the market.Nio became one of the market's hottest electric vehicle (EV) stocks during the apex of the growth and meme stock rally. The Chinese EV maker, which went public at $6.26 per American depositary share (ADS) on Sept. 12, 2018, saw its shares soar to an all-time high of $62.84 on Feb. 9, 2021. But today, its stock trades at about $7.Therefore, a $1,000 investment in Nio would have blossomed to over $10,000 before withering back to about $1,100. Let's see why Nio lost its luster and whether it might still generate millionaire-making gains over the next few decades.Image source: NIO.Why did the bulls lose interest in Nio?Nio produces a wide range of electric sedans and SUVs. Unlike many other EV makers that went public prior to ramping up their production, Nio had already started mass-producing its vehicles when it went public.Nio initially dazzled the bulls with its triple-digit growth in deliveries in 2020 and 2021, which defied the pandemic-induced slowdown of the broader automotive market. But over the past two years, its deliveries decelerated as it struggled with supply chain constraints, macro headwinds, and a persistent pricing war across China's EV market.Metric20182019202020212022YTD 2023Deliveries11,34820,56543,72891,429122,486142,026Growth (YOY)n/a*81%113%109%34%33%Data source: Nio. YOY = year-over-year. YTD = year-to-date (through the end of November 2023). *Deliveries started in mid-2018.That pressure also compressed its vehicle margins, which had expanded from 1.6% in 2018 to a peak of 20.1% in 2021 before dropping to 6.2% in the second quarter of 2023.Nio differentiates itself from the competition with a network of battery-swapping stations that address the lengthy charging times for traditional EVs. However, Nio is spending a lot of money to expand that capital-intensive network as its vehicle margins shrivel. It's also developing its own first-party smartphones to complement its vehicles and showcase its own apps.As a result, Nio's operating loss more than tripled from 4.5 billion yuan in 2021 to 15.6 billion yuan ($2.27 billion) in 2022, then widened year over year from 2.8 billion yuan to 6.1 billion yuan ($838 million) in the first half of 2023. It also ended its latest quarter with $9.5 billion in total liabilities and a high debt-to-equity ratio of 4.7.As Nio's growth cooled off and its margins crumbled, rising interest rates popped its bubbly valuations and drove away the remaining bulls. At its peak, Nio's enterprise value hit $91.4 billion -- or 16 times the sales it would generate in 2021. Today, it's worth just $13.8 billion -- less than 2 times the revenue it's expected to generate in 2023. By comparison, Tesla trades at 8 times this year's sales.Are brighter days ahead?Nio's stock is clearly in the penalty box, and the escalating trade tensions between the U.S. and China make it an even less appealing investment. But if Nio weathers the pricing war in the EV market, stabilizes its deliveries, and successfully scales up its battery-swapping network, it could be cheap relative to its long-term growth potential.Nio ended the second quarter of 2023 with $4.3 billion in cash, cash equivalents, restricted cash, short-term investments, and long-term time deposits. It also recently raised another $1 billion in convertible notes. That liquidity should buy it more time to turn its business around as the macro environment improves. Its gradual expansion into Europe and other overseas markets could also reduce its long-term dependence on China.For now, analysts still expect Nio's revenue to grow at a compound annual growth rate (CAGR) of 35% from 2022 to 2025 as the market stabilizes. They also expect it to narrow its annual net losses from 2023 through 2025. We should take those estimates with a grain of salt, but they suggest its business isn't headed off a cliff yet.Could Nio still be a millionaire-maker stock?Assuming Nio's valuations hold steady at about 2 times sales, it would need to grow its top line at a CAGR of 26% over the next 20 years to turn a $10,000 investment into $1 million. But if it trades at a more reasonable 5 times sales, it would need to grow its sales at just under half that rate to become a millionaire-making investment.In other words, Nio certainly has the potential to generate millionaire-making gains for daring investors who buy its beaten-down stock today. But the next few years will be critical for Nio's future. If it fails to fend off its competitors in China's increasingly crowded EV market, its stock could easily drop to zero instead of soaring to fresh all-time highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248754238267472,"gmtCreate":1701769085098,"gmtModify":1701769087694,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>My heart is broken[Sad]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>My heart is broken[Sad]&nbsp;&nbsp;","text":"$NIO Inc.(NIO)$ My heart is broken[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248754238267472","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234975483875496,"gmtCreate":1698388644715,"gmtModify":1698388648873,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"Which investment is better ?&nbsp;","listText":"Which investment is better ?&nbsp;","text":"Which investment is better ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234975483875496","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214125465239672,"gmtCreate":1693295343189,"gmtModify":1693295347718,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"You sure everyone nervous like you ?","listText":"You sure everyone nervous like you ?","text":"You sure everyone nervous like you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214125465239672","repostId":"2363607106","repostType":2,"repost":{"id":"2363607106","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":1693280470,"share":"https://ttm.financial/m/news/2363607106?lang=&edition=fundamental","pubTime":"2023-08-29 11:41","market":"us","language":"en","title":"NIO Earnings Are Coming. Investors Are Nervous","url":"https://stock-news.laohu8.com/highlight/detail?id=2363607106","media":"Dow Jones","summary":"Chinese EV start-up NIO is set to report second-quarter numbers Tuesday morning amid questions about competition, demand, pricing, and the Chinese economy. A lot more than just bottom-line earnings wi","content":"<html><head></head><body><p style=\"text-align: start;\">Chinese EV start-up NIO is set to report second-quarter numbers Tuesday morning amid questions about competition, demand, pricing, and the Chinese economy. A lot more than just bottom-line earnings will be investors’ focus.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e661a7a4a34cbae5199438ff1f229ff4\" alt=\"Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.\" title=\"Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.\" tg-width=\"639\" tg-height=\"426\"/><span>Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.</span></p><p style=\"text-align: start;\">Still, investors will start with the numbers. Wall Street expects a per-share loss of about 33 cents a share from $1.3 billion in sales, according to Bloomberg.</p><p>The loss from estimated aggregated by FactSet is a little bigger at 41 cents a share. Sales estimates are similar. FactSet is an aggregation of five numbers. Bloomberg is using nine estimates.</p><p>A year ago, NIO (ticker: NIO) reported an adjusted loss of 19 cents a share from $1.5 billion in sales. Sales are down year over year because deliveries are down. NIO delivered about 23,500 units in the second quarter, down from about 25,000 units delivered in the second quarter of 2022.</p><p>A big rebound is expected for the third quarter. NIO delivered 20,462 units in July, boosted by sales of the ES6 SUV which have been growing since its introduction in May 2023. July deliveries exceeded 10,000 units in July.</p><p>Wall Street is looking for about 50,000 units delivered in the third quarter. That looks doable based on July figures.</p><p>Delivery guidance will tell a story about how NIO is doing. It will also reveal something about EV demand in China. In the first seven months of the year, battery-electric vehicle demand is up about 25% year over year, according to data aggregated by Citi analyst Jeff Chung. Strong, but August sales are set to fall a little year over year.</p><p>Falling sales might be why Chinese EV makers, including Tesla (TSLA) have cut prices on some 25 models in August.</p><p>Falling sales and weakening demand have been too much for investors. NIO shares are down about 45% over the past 12 months and off about 28% over the past month. The S&amp;P 500, for comparison, is up about 10% over the past 12 months and off about 4% over the past month.</p><p>Management hosts a conference call at 8 a.m. Eastern time to discuss results. Analysts and investors will want to hear more about all the issues impacting shares: deliveries, demand, and the state of the Chinese economy.</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>NIO Earnings Are Coming. Investors Are Nervous</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\">\nNIO Earnings Are Coming. Investors Are Nervous\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\">2023-08-29 11:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Chinese EV start-up NIO is set to report second-quarter numbers Tuesday morning amid questions about competition, demand, pricing, and the Chinese economy. A lot more than just bottom-line earnings will be investors’ focus.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e661a7a4a34cbae5199438ff1f229ff4\" alt=\"Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.\" title=\"Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.\" tg-width=\"639\" tg-height=\"426\"/><span>Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.</span></p><p style=\"text-align: start;\">Still, investors will start with the numbers. Wall Street expects a per-share loss of about 33 cents a share from $1.3 billion in sales, according to Bloomberg.</p><p>The loss from estimated aggregated by FactSet is a little bigger at 41 cents a share. Sales estimates are similar. FactSet is an aggregation of five numbers. Bloomberg is using nine estimates.</p><p>A year ago, NIO (ticker: NIO) reported an adjusted loss of 19 cents a share from $1.5 billion in sales. Sales are down year over year because deliveries are down. NIO delivered about 23,500 units in the second quarter, down from about 25,000 units delivered in the second quarter of 2022.</p><p>A big rebound is expected for the third quarter. NIO delivered 20,462 units in July, boosted by sales of the ES6 SUV which have been growing since its introduction in May 2023. July deliveries exceeded 10,000 units in July.</p><p>Wall Street is looking for about 50,000 units delivered in the third quarter. That looks doable based on July figures.</p><p>Delivery guidance will tell a story about how NIO is doing. It will also reveal something about EV demand in China. In the first seven months of the year, battery-electric vehicle demand is up about 25% year over year, according to data aggregated by Citi analyst Jeff Chung. Strong, but August sales are set to fall a little year over year.</p><p>Falling sales might be why Chinese EV makers, including Tesla (TSLA) have cut prices on some 25 models in August.</p><p>Falling sales and weakening demand have been too much for investors. NIO shares are down about 45% over the past 12 months and off about 28% over the past month. The S&amp;P 500, for comparison, is up about 10% over the past 12 months and off about 4% over the past month.</p><p>Management hosts a conference call at 8 a.m. Eastern time to discuss results. Analysts and investors will want to hear more about all the issues impacting shares: deliveries, demand, and the state of the Chinese economy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363607106","content_text":"Chinese EV start-up NIO is set to report second-quarter numbers Tuesday morning amid questions about competition, demand, pricing, and the Chinese economy. A lot more than just bottom-line earnings will be investors’ focus.Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.Still, investors will start with the numbers. Wall Street expects a per-share loss of about 33 cents a share from $1.3 billion in sales, according to Bloomberg.The loss from estimated aggregated by FactSet is a little bigger at 41 cents a share. Sales estimates are similar. FactSet is an aggregation of five numbers. Bloomberg is using nine estimates.A year ago, NIO (ticker: NIO) reported an adjusted loss of 19 cents a share from $1.5 billion in sales. Sales are down year over year because deliveries are down. NIO delivered about 23,500 units in the second quarter, down from about 25,000 units delivered in the second quarter of 2022.A big rebound is expected for the third quarter. NIO delivered 20,462 units in July, boosted by sales of the ES6 SUV which have been growing since its introduction in May 2023. July deliveries exceeded 10,000 units in July.Wall Street is looking for about 50,000 units delivered in the third quarter. That looks doable based on July figures.Delivery guidance will tell a story about how NIO is doing. It will also reveal something about EV demand in China. In the first seven months of the year, battery-electric vehicle demand is up about 25% year over year, according to data aggregated by Citi analyst Jeff Chung. Strong, but August sales are set to fall a little year over year.Falling sales might be why Chinese EV makers, including Tesla (TSLA) have cut prices on some 25 models in August.Falling sales and weakening demand have been too much for investors. NIO shares are down about 45% over the past 12 months and off about 28% over the past month. The S&P 500, for comparison, is up about 10% over the past 12 months and off about 4% over the past month.Management hosts a conference call at 8 a.m. Eastern time to discuss results. Analysts and investors will want to hear more about all the issues impacting shares: deliveries, demand, and the state of the Chinese economy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970298374,"gmtCreate":1684452770998,"gmtModify":1684452773994,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"Malaysia Top 10 Income Industries! Apply this all job earn $$$ in the end buy stock in&nbsp; Tiger Broker!<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>","listText":"Malaysia Top 10 Income Industries! Apply this all job earn $$$ in the end buy stock in&nbsp; Tiger Broker!<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>","text":"Malaysia Top 10 Income Industries! Apply this all job earn $$$ in the end buy stock in Tiger Broker!$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/9970298374","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958254104,"gmtCreate":1673755451808,"gmtModify":1676538882108,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4111053799803312\">@Nio Ben&nbsp;</a>Nio can make us become Billionaires?","listText":"<a href=\"https://ttm.financial/U/4111053799803312\">@Nio Ben&nbsp;</a>Nio can make us become Billionaires?","text":"@Nio Ben Nio can make us become Billionaires?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958254104","repostId":"2303331301","repostType":4,"repost":{"id":"2303331301","pubTimestamp":1673754534,"share":"https://ttm.financial/m/news/2303331301?lang=&edition=fundamental","pubTime":"2023-01-15 11:48","market":"us","language":"en","title":"Is Nio Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2303331301","media":"Motley Fool","summary":"Nio's rise has been impressive, but the company is facing significant headwinds.","content":"<html><head></head><body><p>The Chinese electric vehicle maker <b>Nio</b> was a favorite among investors at the height of the pandemic. Part of the exuberance for the company came from an overly optimistic view of how fast EV companies will grow. But Nio&#39;s stock has fallen 60% over the past year. This huge drop has caused many investors to ask whether or not Nio is a good stock to buy right now.</p><p>To answer that question, let&#39;s take a closer look at what is going right for Nio right now, and what hurdles the company is facing.</p><h2>What&#39;s going right for Nio right now</h2><p>All start-up companies need a lot of cash to get off the ground, and Nio is doing fantastic on this front.</p><p>The company ended the third quarter with $7.2 billion in cash and cash equivalents, giving Nio plenty of money to keep its company running for a while.</p><p>Not only is Nio well-funded, but the company has also done an impressive job of ramping up vehicle deliveries over the past few years. In the fourth quarter vehicle deliveries rose 60% to 40,052. And for all of 2022 deliveries increased by 34% to 122,486.</p><p>Nio&#39;s revenue is also climbing quickly, with revenue up 32% to $1.8 billion in the third quarter. While Nio has already released its fourth-quarter delivery figures, it won&#39;t release its fourth-quarter financial results until next month.</p><p>Finally, Nio is benefiting from the fact that China is the world&#39;s largest automotive market, and EV adoption in the country is one of the highest globally.</p><p>In the first half of 2022, China accounted for 56% of global passenger EV sales -- up from 48% in 2021, according to Bloomberg research.</p><h2>What&#39;s going wrong for Nio</h2><p>Based on all of the above, it&#39;s not surprising that some investors have been bullish on Nio. But there are also some significant hurdles that the company faces that could slow down the company&#39;s growth story.</p><p>First, while Nio&#39;s deliveries have accelerated over the past few years, the company is facing a slowdown right now. The company said in a statement in December that it faced delivery and production challenges because of the recent coronavirus outbreak in China.</p><p>As a result, the company&#39;s deliveries of 40,000 vehicles for the fourth quarter were below management&#39;s original estimates of between 43,000 to 48,000 vehicles.</p><p>An economic slowdown would be problematic for Nio and other automakers, as consumers may be inclined to put off large purchases until the economy rebounds.</p><p>Some EV makers, including <b>Tesla</b>, have already had to cut vehicle prices in China to spur demand.</p><p>Making matters worse, Nio&#39;s gross margins are decreasing. In the third quarter Nio&#39;s gross margins fell to 13.3%, down from 20.3% in 2021 in the year-ago quarter.</p><p>An increase in battery costs, a decrease in government automotive credits, and an increase in investments all weighed down on Nio&#39;s margins.</p><h2>Nio stock isn&#39;t a buy right now</h2><p>Nio&#39;s stock may look cheap right now with the company&#39;s price-to-sales ratio of 2.7, but for all of the reasons listed above I&#39;d be hesitant to buy Nio stock right now.</p><p>Nio is still unprofitable, and with gross margins moving in the wrong direction there&#39;s still more uncertainty for Nio ahead.</p><p>All of this makes Nio a risky investment right now, and one that I think investors should avoid.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nio Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nio Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-15 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/13/is-nio-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Chinese electric vehicle maker Nio was a favorite among investors at the height of the pandemic. Part of the exuberance for the company came from an overly optimistic view of how fast EV companies...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/13/is-nio-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://www.fool.com/investing/2023/01/13/is-nio-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303331301","content_text":"The Chinese electric vehicle maker Nio was a favorite among investors at the height of the pandemic. Part of the exuberance for the company came from an overly optimistic view of how fast EV companies will grow. But Nio's stock has fallen 60% over the past year. This huge drop has caused many investors to ask whether or not Nio is a good stock to buy right now.To answer that question, let's take a closer look at what is going right for Nio right now, and what hurdles the company is facing.What's going right for Nio right nowAll start-up companies need a lot of cash to get off the ground, and Nio is doing fantastic on this front.The company ended the third quarter with $7.2 billion in cash and cash equivalents, giving Nio plenty of money to keep its company running for a while.Not only is Nio well-funded, but the company has also done an impressive job of ramping up vehicle deliveries over the past few years. In the fourth quarter vehicle deliveries rose 60% to 40,052. And for all of 2022 deliveries increased by 34% to 122,486.Nio's revenue is also climbing quickly, with revenue up 32% to $1.8 billion in the third quarter. While Nio has already released its fourth-quarter delivery figures, it won't release its fourth-quarter financial results until next month.Finally, Nio is benefiting from the fact that China is the world's largest automotive market, and EV adoption in the country is one of the highest globally.In the first half of 2022, China accounted for 56% of global passenger EV sales -- up from 48% in 2021, according to Bloomberg research.What's going wrong for NioBased on all of the above, it's not surprising that some investors have been bullish on Nio. But there are also some significant hurdles that the company faces that could slow down the company's growth story.First, while Nio's deliveries have accelerated over the past few years, the company is facing a slowdown right now. The company said in a statement in December that it faced delivery and production challenges because of the recent coronavirus outbreak in China.As a result, the company's deliveries of 40,000 vehicles for the fourth quarter were below management's original estimates of between 43,000 to 48,000 vehicles.An economic slowdown would be problematic for Nio and other automakers, as consumers may be inclined to put off large purchases until the economy rebounds.Some EV makers, including Tesla, have already had to cut vehicle prices in China to spur demand.Making matters worse, Nio's gross margins are decreasing. In the third quarter Nio's gross margins fell to 13.3%, down from 20.3% in 2021 in the year-ago quarter.An increase in battery costs, a decrease in government automotive credits, and an increase in investments all weighed down on Nio's margins.Nio stock isn't a buy right nowNio's stock may look cheap right now with the company's price-to-sales ratio of 2.7, but for all of the reasons listed above I'd be hesitant to buy Nio stock right now.Nio is still unprofitable, and with gross margins moving in the wrong direction there's still more uncertainty for Nio ahead.All of this makes Nio a risky investment right now, and one that I think investors should avoid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967642155,"gmtCreate":1670324504378,"gmtModify":1676538344240,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"So...what can Biden do?","listText":"So...what can Biden do?","text":"So...what can Biden do?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967642155","repostId":"2289429171","repostType":4,"repost":{"id":"2289429171","pubTimestamp":1670324419,"share":"https://ttm.financial/m/news/2289429171?lang=&edition=fundamental","pubTime":"2022-12-06 19:00","market":"us","language":"en","title":"Biden to Visit TSMC Chip Plant in Arizona, Hail Supply Chain Fixes","url":"https://stock-news.laohu8.com/highlight/detail?id=2289429171","media":"Reuters","summary":"President Joe Biden will visit the Arizona plant of TSMC on Tuesday as the Taiwanese chipmaker is se","content":"<html><head></head><body><p>President Joe Biden will visit the Arizona plant of TSMC on Tuesday as the Taiwanese chipmaker is set to more than triple its planned investment in the factory to $40 billion, among the largest foreign investments in U.S. history.</p><p>The investment is a big win for Biden after supply-chain issues disrupted the U.S. economy early in his presidency.</p><p>Joining Biden for his visit to Taiwan Semiconductor Manufacturing Co Ltd&#39;s facility in Phoenix to promote efforts to boost U.S. technology manufacturing will be Apple CEO Tim Cook, TSMC founder Morris Chang, and the heads of chipmakers Micron, Sanjay Mehrotra, and NVIDIA founder and CEO Jensen Huang, among others, the White House said.</p><p>They will attend a &#34;tool-in&#34; ceremony, which is the symbolic moving of the first equipment onto the shop floor of the new $12 billion facility. The plant is scheduled to be operational in 2024.</p><p>TSMC is the world&#39;s largest contract chipmaker and a major supplier to major U.S. hardware manufacturers such as Apple and NVIDIA.</p><p>&#34;Bringing TSMC&#39;s investment to the United States is a masterstroke and a game-changing development for the industry,&#34; NVIDIA&#39;s Huang said in remarks prepared for Tuesday&#39;s event.</p><p>TSMC executives will announce a plan to build a second nearby facility that will produce advanced chips by 2026.</p><p>The company will announce its second plant will produce advanced N3 chips by 2026 and that its current facility will develop even more cutting-edge chips than originally proposed, going from N5 down to N4.</p><p>TSMC&#39;s investment in Arizona at two facilities will total $40 billion, making it the company&#39;s largest investment outside of Taiwan, and one of the largest foreign direct investments in U.S. history.</p><p>Biden has sought to boost production of semiconductors after the pandemic caused supply-chain problems that resulted in shortages of chips for vehicles and many other items.</p><p>U.S. semiconductor production now accounts for just 12% of the global total, down from 37% two decades ago, a White House report on supply-chain problems said last year.</p><p>The $52.7 billion &#34;Chips and Science&#34; act, signed by Biden in August, is aimed at preventing a resurgence of supply-chain woes.</p><p>&#34;The occasion for the president&#39;s travel is to mark a significant milestone that TSMC is reaching in bringing the most advanced semiconductor manufacturing back to the U.S.,&#34; said Brian Deese, director of the White House National Economic Council.</p><p>Biden&#39;s victory in Arizona in the 2020 presidential election helped catapult him to the White House after Republican Donald Trump won the state in 2016.</p><p>Biden has said he intends to seek a second four-year term in 2024.</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>Biden to Visit TSMC Chip Plant in Arizona, Hail Supply Chain Fixes</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\">\nBiden to Visit TSMC Chip Plant in Arizona, Hail Supply Chain Fixes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 19:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/biden-visit-taiwans-tsmc-chip-100530789.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Joe Biden will visit the Arizona plant of TSMC on Tuesday as the Taiwanese chipmaker is set to more than triple its planned investment in the factory to $40 billion, among the largest ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biden-visit-taiwans-tsmc-chip-100530789.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://finance.yahoo.com/news/biden-visit-taiwans-tsmc-chip-100530789.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289429171","content_text":"President Joe Biden will visit the Arizona plant of TSMC on Tuesday as the Taiwanese chipmaker is set to more than triple its planned investment in the factory to $40 billion, among the largest foreign investments in U.S. history.The investment is a big win for Biden after supply-chain issues disrupted the U.S. economy early in his presidency.Joining Biden for his visit to Taiwan Semiconductor Manufacturing Co Ltd's facility in Phoenix to promote efforts to boost U.S. technology manufacturing will be Apple CEO Tim Cook, TSMC founder Morris Chang, and the heads of chipmakers Micron, Sanjay Mehrotra, and NVIDIA founder and CEO Jensen Huang, among others, the White House said.They will attend a \"tool-in\" ceremony, which is the symbolic moving of the first equipment onto the shop floor of the new $12 billion facility. The plant is scheduled to be operational in 2024.TSMC is the world's largest contract chipmaker and a major supplier to major U.S. hardware manufacturers such as Apple and NVIDIA.\"Bringing TSMC's investment to the United States is a masterstroke and a game-changing development for the industry,\" NVIDIA's Huang said in remarks prepared for Tuesday's event.TSMC executives will announce a plan to build a second nearby facility that will produce advanced chips by 2026.The company will announce its second plant will produce advanced N3 chips by 2026 and that its current facility will develop even more cutting-edge chips than originally proposed, going from N5 down to N4.TSMC's investment in Arizona at two facilities will total $40 billion, making it the company's largest investment outside of Taiwan, and one of the largest foreign direct investments in U.S. history.Biden has sought to boost production of semiconductors after the pandemic caused supply-chain problems that resulted in shortages of chips for vehicles and many other items.U.S. semiconductor production now accounts for just 12% of the global total, down from 37% two decades ago, a White House report on supply-chain problems said last year.The $52.7 billion \"Chips and Science\" act, signed by Biden in August, is aimed at preventing a resurgence of supply-chain woes.\"The occasion for the president's travel is to mark a significant milestone that TSMC is reaching in bringing the most advanced semiconductor manufacturing back to the U.S.,\" said Brian Deese, director of the White House National Economic Council.Biden's victory in Arizona in the 2020 presidential election helped catapult him to the White House after Republican Donald Trump won the state in 2016.Biden has said he intends to seek a second four-year term in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966950346,"gmtCreate":1669389100686,"gmtModify":1676538192308,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"Buy Apple 10years can retired&nbsp;","listText":"Buy Apple 10years can retired&nbsp;","text":"Buy Apple 10years can retired","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9966950346","repostId":"2285438248","repostType":4,"repost":{"id":"2285438248","pubTimestamp":1669363390,"share":"https://ttm.financial/m/news/2285438248?lang=&edition=fundamental","pubTime":"2022-11-25 16:03","market":"us","language":"en","title":"Apple: Digesting This Souring Pie","url":"https://stock-news.laohu8.com/highlight/detail?id=2285438248","media":"Seeking Alpha","summary":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are","content":"<html><head></head><body><h2>Summary</h2><ul><li>We are short-term bearish on Apple, but outline a trade for when the stock falls again.</li><li>We are still in a rate hike cycle, and the general market has rallied hard.</li><li>Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.</li><li>There are major issues with production.</li><li>Let it fall.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98aaa6991c907012babe7fa574645eb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>kimberrywood/iStock via Getty Images</span></p><p>We want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59b276b117db7b1fe6933c4048b4d34\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>BAD BEAT Investing</span></p><p>Here is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.</p><p>The play</p><p>Target entry 1: $144-$145 (25% of position)</p><p>Target entry 2: $135-$136 (30% of position)</p><p>Target entry 3: $130-$131 (45% of position)</p><p>With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.</p><h2>Performance discussion</h2><p>The performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.</p><p>Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.</p><p>We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.</p><p>Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.</p><h2>Now, why do we think shares can and will fall?</h2><p>There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.</p><p>China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese &#34;zero-Covid policy&#34; has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.</p><p>Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple&#39;s products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.</p><p>These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let&#39;s say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.</p><p>Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1581e9fbec92a0c8dde081063f426c2a\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/><span>Apple 10-K October 2022</span></p><p>Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.</p><p>For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.</p><h2>Take home</h2><p>Honestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.</p><p><i>This article is written by </i><i>Quad 7 Capital</i><i> for reference only. Please note the risks.</i></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>Apple: Digesting This Souring Pie</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\">\nApple: Digesting This Souring Pie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285438248","content_text":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.There are major issues with production.Let it fall.kimberrywood/iStock via Getty ImagesWe want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.BAD BEAT InvestingHere is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.The playTarget entry 1: $144-$145 (25% of position)Target entry 2: $135-$136 (30% of position)Target entry 3: $130-$131 (45% of position)With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.Performance discussionThe performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.Now, why do we think shares can and will fall?There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese \"zero-Covid policy\" has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple's products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let's say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.Apple 10-K October 2022Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.Take homeHonestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.This article is written by Quad 7 Capital for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961642434,"gmtCreate":1668955057429,"gmtModify":1676538131732,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4129973433469502","idStr":"4129973433469502"},"themes":[],"htmlText":"So I can buy , than will become Trillionair&nbsp;","listText":"So I can buy , than will become Trillionair&nbsp;","text":"So I can buy , than will become Trillionair","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961642434","repostId":"2284364620","repostType":4,"repost":{"id":"2284364620","pubTimestamp":1668912684,"share":"https://ttm.financial/m/news/2284364620?lang=&edition=fundamental","pubTime":"2022-11-20 10:51","market":"us","language":"en","title":"Will TSMC Stock Be a Trillion-Dollar Stock By 2032?","url":"https://stock-news.laohu8.com/highlight/detail?id=2284364620","media":"Motley Fool","summary":"The pure-play semiconductor foundry has a massive tailwind at its back.","content":"<html><head></head><body><p>Famous investor Warren Buffett created quite a stir the other day when his company, <b>Berkshire Hathaway</b>, revealed a new 60-million share stake in <a href=\"https://laohu8.com/S/TSM\"><b>Taiwan Semiconductor Manufacturing</b></a> worth $4.8 billion. The company bought so much it&#39;s now one of its top-10 holdings.</p><p>As the world&#39;s largest semiconductor foundry, Taiwan Semiconductor manufactures integrated circuits based on designs provided by its clients, including the likes of <b>Advanced Micro Devices</b>, <b>Broadcom</b>, <b>Intel</b>, and <b>Nvidia</b>.</p><p>Yet the industry has been mired in problems born of the COVID-19 pandemic, and shortages have been rife throughout the supply chain. Taiwan Semiconductor had lost some 40% of its value before the company reported better-than-expected third quarter earnings.</p><p>Over the past month, and combined with Buffett&#39;s buy, the semiconductor stock has since climbed 27%, though its shares are still down 37% since the beginning of the year. With a market capitalization of over $350 billion, Taiwan Semiconductor needs to roughly triple from its current valuation to achieve trillion-dollar status. Is that feasible? Let&#39;s find out.</p><h2>An expanding global footprint</h2><p>As noted, Taiwan Semiconductor counts some of the largest chip companies as customers. Because so many are U.S.-based tech stocks, last year it began construction of a $12 billion 5-nanometer chip fabrication plant in northern Arizona that should become operational in the first quarter of 2024 (TSM has had a presence in the state for 40 years).</p><p>It&#39;s no coincidence that <b>Apple</b> recently announced that it will begin buying more of the chips it needs for its consumer electronics from a plant in Arizona that will become operational in 2024. Taiwan Semi already manufactures its A- and M-series processors, which are used in its iPhones and Mac computers.</p><p>In fact, demand from customers is reportedly so strong that Taiwan Semiconductor says it will begin constructing a second plant in Arizona. It&#39;s also building a foundry in Japan.</p><p>It already generates over half of all global foundry revenue and owns 84% of the sub-10 nanometer chip market.</p><h2>Out front and pulling away</h2><p>For as much as Buffett really disliked technology stocks early on, he has grown increasingly comfortable investing in the space -- Apple is his largest holding by far. It could be that he sees Taiwan Semiconductor in the same way: the dominant player in its field that few can touch, and that consumers absolutely rely upon.</p><p>That&#39;s apparent in Taiwan Semiconductor&#39;s third-quarter earnings report, which showed revenue jumped 36% to $20.2 billion while profits surged 80% to $8.8 billion. While much of the rest of the world was constrained by shortages, the semiconductor leader previously said it had not been impacted much by the sector&#39;s downturn because long-term demand was &#34;firmly in place.&#34;</p><p><img src=\"https://static.tigerbbs.com/9488830d0ed026bf3e64316da5857c31\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Trends such as the rollout of 5G networks, the advent and importance of data centers for housing company information, and the increased growth among consumer electronics and autos kept its factories humming along.</p><p>While it has struck a more cautious outlook today than it did after releasing its second-quarter report, trimming its expected capital expenditures for 2022 from $40 billion to $36 billion due to equipment delays, the long-term outlook for the chip stock remains bright.</p><h2>Trillion-dollar baby</h2><p>Taiwan Semiconductor&#39;s next closest competitor, <b>United Microelectronics</b>, is a distant second with just a 13% share of the market, and its next-gen N3 processor is generating such strong demand from the likes of Apple, AMD, and Intel that it is actually pressuring its engineering capacity.</p><p>The semiconductor industry is definitely a cyclical one, so Taiwan Semiconductor Manufacturing will certainly have ups and downs in the years to come. It seems a good bet Taiwan Semiconductor could readily become a trillion-dollar stock within the next decade.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will TSMC Stock Be a Trillion-Dollar Stock By 2032?</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\">\nWill TSMC Stock Be a Trillion-Dollar Stock By 2032?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-20 10:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/19/will-taiwan-semiconductor-manufacturing-be-a-trill/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famous investor Warren Buffett created quite a stir the other day when his company, Berkshire Hathaway, revealed a new 60-million share stake in Taiwan Semiconductor Manufacturing worth $4.8 billion. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/19/will-taiwan-semiconductor-manufacturing-be-a-trill/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.fool.com/investing/2022/11/19/will-taiwan-semiconductor-manufacturing-be-a-trill/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284364620","content_text":"Famous investor Warren Buffett created quite a stir the other day when his company, Berkshire Hathaway, revealed a new 60-million share stake in Taiwan Semiconductor Manufacturing worth $4.8 billion. The company bought so much it's now one of its top-10 holdings.As the world's largest semiconductor foundry, Taiwan Semiconductor manufactures integrated circuits based on designs provided by its clients, including the likes of Advanced Micro Devices, Broadcom, Intel, and Nvidia.Yet the industry has been mired in problems born of the COVID-19 pandemic, and shortages have been rife throughout the supply chain. Taiwan Semiconductor had lost some 40% of its value before the company reported better-than-expected third quarter earnings.Over the past month, and combined with Buffett's buy, the semiconductor stock has since climbed 27%, though its shares are still down 37% since the beginning of the year. With a market capitalization of over $350 billion, Taiwan Semiconductor needs to roughly triple from its current valuation to achieve trillion-dollar status. Is that feasible? Let's find out.An expanding global footprintAs noted, Taiwan Semiconductor counts some of the largest chip companies as customers. Because so many are U.S.-based tech stocks, last year it began construction of a $12 billion 5-nanometer chip fabrication plant in northern Arizona that should become operational in the first quarter of 2024 (TSM has had a presence in the state for 40 years).It's no coincidence that Apple recently announced that it will begin buying more of the chips it needs for its consumer electronics from a plant in Arizona that will become operational in 2024. Taiwan Semi already manufactures its A- and M-series processors, which are used in its iPhones and Mac computers.In fact, demand from customers is reportedly so strong that Taiwan Semiconductor says it will begin constructing a second plant in Arizona. It's also building a foundry in Japan.It already generates over half of all global foundry revenue and owns 84% of the sub-10 nanometer chip market.Out front and pulling awayFor as much as Buffett really disliked technology stocks early on, he has grown increasingly comfortable investing in the space -- Apple is his largest holding by far. It could be that he sees Taiwan Semiconductor in the same way: the dominant player in its field that few can touch, and that consumers absolutely rely upon.That's apparent in Taiwan Semiconductor's third-quarter earnings report, which showed revenue jumped 36% to $20.2 billion while profits surged 80% to $8.8 billion. While much of the rest of the world was constrained by shortages, the semiconductor leader previously said it had not been impacted much by the sector's downturn because long-term demand was \"firmly in place.\"Image source: Getty Images.Trends such as the rollout of 5G networks, the advent and importance of data centers for housing company information, and the increased growth among consumer electronics and autos kept its factories humming along.While it has struck a more cautious outlook today than it did after releasing its second-quarter report, trimming its expected capital expenditures for 2022 from $40 billion to $36 billion due to equipment delays, the long-term outlook for the chip stock remains bright.Trillion-dollar babyTaiwan Semiconductor's next closest competitor, United Microelectronics, is a distant second with just a 13% share of the market, and its next-gen N3 processor is generating such strong demand from the likes of Apple, AMD, and Intel that it is actually pressuring its engineering capacity.The semiconductor industry is definitely a cyclical one, so Taiwan Semiconductor Manufacturing will certainly have ups and downs in the years to come. It seems a good bet Taiwan Semiconductor could readily become a trillion-dollar stock within the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":368117575631024,"gmtCreate":1730890208051,"gmtModify":1730890213907,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; May I know when you will be BACK&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> Keep for 700days still no profits!&nbsp; God bless everyone of NIO investors&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; May I know when you will be BACK&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> Keep for 700days still no profits!&nbsp; God bless everyone of NIO investors&nbsp;","text":"$NIO Inc.(NIO)$ $NIO Inc.(NIO)$ May I know when you will be BACK $NIO Inc.(NIO)$ Keep for 700days still no profits! God bless everyone of NIO investors","images":[{"img":"https://community-static.tradeup.com/news/4b93f57c20843bd872096031985d4804","width":"1284","height":"2322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/368117575631024","isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Trump is back in the driver's seat, all things Chinese will sink further, economy, stocks and what have you... It's gonna be a chilly Winter and a worse 2025... Thankfully all US citizens will be able to bear witness to this as tariffs imposed on made in China will hurt the working class pockets. They made the bed so lie in it, right? Whahaha.....","text":"Trump is back in the driver's seat, all things Chinese will sink further, economy, stocks and what have you... It's gonna be a chilly Winter and a worse 2025... Thankfully all US citizens will be able to bear witness to this as tariffs imposed on made in China will hurt the working class pockets. They made the bed so lie in it, right? Whahaha.....","html":"Trump is back in the driver's seat, all things Chinese will sink further, economy, stocks and what have you... It's gonna be a chilly Winter and a worse 2025... Thankfully all US citizens will be able to bear witness to this as tariffs imposed on made in China will hurt the working class pockets. They made the bed so lie in it, right? Whahaha....."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":266972763259000,"gmtCreate":1706188812287,"gmtModify":1706255978459,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 50% Loss what should I do ?? Can you all imagine 50% ? When can Gain back ? I need 100% to gain back Capital!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 50% Loss what should I do ?? Can you all imagine 50% ? When can Gain back ? I need 100% to gain back Capital!&nbsp;","text":"$NIO Inc.(NIO)$ 50% Loss what should I do ?? Can you all imagine 50% ? When can Gain back ? I need 100% to gain back Capital!","images":[{"img":"https://community-static.tradeup.com/news/0343dc8606a0c93ca21fb50ceb7c0767","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":67,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/266972763259000","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092121755473130","authorId":"4092121755473130","name":"LOOI KIAN LIANG","avatar":"https://community-static.tradeup.com/news/2f46d7310de2ab006105ade9ab8718cd","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092121755473130","authorIdStr":"4092121755473130"},"content":"I used to buy 1,000 shares and now double to buy c","text":"I used to buy 1,000 shares and now double to buy c","html":"I used to buy 1,000 shares and now double to buy c"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":285997402640480,"gmtCreate":1710858391453,"gmtModify":1710858398083,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> What u all will do ? Lost 42% about ?&nbsp; Cut lost ? Or keep hold Or keep Buy in ?&nbsp; Is seem Like China and America won't be friend in future ?","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> What u all will do ? Lost 42% about ?&nbsp; Cut lost ? Or keep hold Or keep Buy in ?&nbsp; Is seem Like China and America won't be friend in future ?","text":"$NIO Inc.(NIO)$ $NIO Inc.(NIO)$ What u all will do ? Lost 42% about ? Cut lost ? Or keep hold Or keep Buy in ? Is seem Like China and America won't be friend in future ?","images":[{"img":"https://community-static.tradeup.com/news/d3c4f664387972ea4176afbe19f5d5e0","width":"1284","height":"2079"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":1,"link":"https://ttm.financial/post/285997402640480","isVote":1,"tweetType":1,"viewCount":2168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570276943236842","authorId":"3570276943236842","name":"Kelweekiat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"idStr":"3570276943236842","authorIdStr":"3570276943236842"},"content":"I am down 70.5% ... Has been DCA since i bought in 2021.. Really tired of holding. Just returned from Beijing, surprised to learn that EVs are not very popular there. You don't see many EVs moving around .. According to the locals and my agent in Beijing, EVs still not very receptive in China. You dont see many Tesla or BYDs on the street or carpark. Not to say NIOs.. What we all seen in Youtube and news were just bubbles trying to smoke us buying into the stock for the shortist to kill us .... Going to cut loss tonight.. all the best to you.","text":"I am down 70.5% ... Has been DCA since i bought in 2021.. Really tired of holding. Just returned from Beijing, surprised to learn that EVs are not very popular there. You don't see many EVs moving around .. According to the locals and my agent in Beijing, EVs still not very receptive in China. You dont see many Tesla or BYDs on the street or carpark. Not to say NIOs.. What we all seen in Youtube and news were just bubbles trying to smoke us buying into the stock for the shortist to kill us .... Going to cut loss tonight.. all the best to you.","html":"I am down 70.5% ... Has been DCA since i bought in 2021.. Really tired of holding. Just returned from Beijing, surprised to learn that EVs are not very popular there. You don't see many EVs moving around .. According to the locals and my agent in Beijing, EVs still not very receptive in China. You dont see many Tesla or BYDs on the street or carpark. Not to say NIOs.. What we all seen in Youtube and news were just bubbles trying to smoke us buying into the stock for the shortist to kill us .... Going to cut loss tonight.. all the best to you."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":266972633239632,"gmtCreate":1706188885104,"gmtModify":1706188888686,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>&nbsp; Almost 30% what's I waiting for? haiz.....disappointed[Facepalm]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>&nbsp; Almost 30% what's I waiting for? haiz.....disappointed[Facepalm]&nbsp;[Facepalm]&nbsp;[Facepalm]&nbsp;&nbsp;<a href=\"https://ttm.financial/S/VFS\">$VinFast Auto(VFS)$</a>&nbsp;","text":"$VinFast Auto(VFS)$ Almost 30% what's I waiting for? haiz.....disappointed[Facepalm] [Facepalm] [Facepalm] $VinFast Auto(VFS)$","images":[{"img":"https://community-static.tradeup.com/news/2ee1e6eaf3a341c5f1bbae57a5dcb36e","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266972633239632","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966950346,"gmtCreate":1669389100686,"gmtModify":1676538192308,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"Buy Apple 10years can retired&nbsp;","listText":"Buy Apple 10years can retired&nbsp;","text":"Buy Apple 10years can retired","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9966950346","repostId":"2285438248","repostType":4,"repost":{"id":"2285438248","pubTimestamp":1669363390,"share":"https://ttm.financial/m/news/2285438248?lang=&edition=fundamental","pubTime":"2022-11-25 16:03","market":"us","language":"en","title":"Apple: Digesting This Souring Pie","url":"https://stock-news.laohu8.com/highlight/detail?id=2285438248","media":"Seeking Alpha","summary":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are","content":"<html><head></head><body><h2>Summary</h2><ul><li>We are short-term bearish on Apple, but outline a trade for when the stock falls again.</li><li>We are still in a rate hike cycle, and the general market has rallied hard.</li><li>Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.</li><li>There are major issues with production.</li><li>Let it fall.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98aaa6991c907012babe7fa574645eb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>kimberrywood/iStock via Getty Images</span></p><p>We want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59b276b117db7b1fe6933c4048b4d34\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>BAD BEAT Investing</span></p><p>Here is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.</p><p>The play</p><p>Target entry 1: $144-$145 (25% of position)</p><p>Target entry 2: $135-$136 (30% of position)</p><p>Target entry 3: $130-$131 (45% of position)</p><p>With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.</p><h2>Performance discussion</h2><p>The performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.</p><p>Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.</p><p>We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.</p><p>Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.</p><h2>Now, why do we think shares can and will fall?</h2><p>There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.</p><p>China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese &#34;zero-Covid policy&#34; has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.</p><p>Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple&#39;s products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.</p><p>These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let&#39;s say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.</p><p>Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1581e9fbec92a0c8dde081063f426c2a\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/><span>Apple 10-K October 2022</span></p><p>Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.</p><p>For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.</p><h2>Take home</h2><p>Honestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.</p><p><i>This article is written by </i><i>Quad 7 Capital</i><i> for reference only. Please note the risks.</i></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>Apple: Digesting This Souring Pie</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\">\nApple: Digesting This Souring Pie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285438248","content_text":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.There are major issues with production.Let it fall.kimberrywood/iStock via Getty ImagesWe want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.BAD BEAT InvestingHere is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.The playTarget entry 1: $144-$145 (25% of position)Target entry 2: $135-$136 (30% of position)Target entry 3: $130-$131 (45% of position)With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.Performance discussionThe performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.Now, why do we think shares can and will fall?There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese \"zero-Covid policy\" has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple's products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let's say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.Apple 10-K October 2022Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.Take homeHonestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.This article is written by Quad 7 Capital for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335233196617760,"gmtCreate":1722850588719,"gmtModify":1722850593193,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; &nbsp;Damm It ! 50% lost on a stock !&nbsp; All my friend who bought NIO still ok !? Any way I'm lost 50% on my Capital&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; God Save Me!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; &nbsp;Damm It ! 50% lost on a stock !&nbsp; All my friend who bought NIO still ok !? Any way I'm lost 50% on my Capital&nbsp;<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; God Save Me!&nbsp;","text":"$NIO Inc.(NIO)$ Damm It ! 50% lost on a stock ! All my friend who bought NIO still ok !? Any way I'm lost 50% on my Capital $NIO Inc.(NIO)$ God Save Me!","images":[{"img":"https://community-static.tradeup.com/news/5afe32bf9a1f6d11b1d07a76602f0476","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/335233196617760","isVote":1,"tweetType":1,"viewCount":2600,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089903454740810","authorId":"4089903454740810","name":"dallanube","avatar":"https://static.tigerbbs.com/e0e048a9487083a6c3f00b24abf18511","crmLevel":6,"crmLevelSwitch":0,"idStr":"4089903454740810","authorIdStr":"4089903454740810"},"content":"my cost is 41$, and I still keep it to remind hiw foolish I'm... u guys still good","text":"my cost is 41$, and I still keep it to remind hiw foolish I'm... u guys still good","html":"my cost is 41$, and I still keep it to remind hiw foolish I'm... u guys still good"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9970298374,"gmtCreate":1684452770998,"gmtModify":1684452773994,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"Malaysia Top 10 Income Industries! Apply this all job earn $$$ in the end buy stock in&nbsp; Tiger Broker!<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>","listText":"Malaysia Top 10 Income Industries! Apply this all job earn $$$ in the end buy stock in&nbsp; Tiger Broker!<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$&nbsp;</a>","text":"Malaysia Top 10 Income Industries! Apply this all job earn $$$ in the end buy stock in Tiger Broker!$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/9970298374","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958254104,"gmtCreate":1673755451808,"gmtModify":1676538882108,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4111053799803312\">@Nio Ben&nbsp;</a>Nio can make us become Billionaires?","listText":"<a href=\"https://ttm.financial/U/4111053799803312\">@Nio Ben&nbsp;</a>Nio can make us become Billionaires?","text":"@Nio Ben Nio can make us become Billionaires?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958254104","repostId":"2303331301","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967642155,"gmtCreate":1670324504378,"gmtModify":1676538344240,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"So...what can Biden do?","listText":"So...what can Biden do?","text":"So...what can Biden do?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967642155","repostId":"2289429171","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288871082467424,"gmtCreate":1711549623546,"gmtModify":1711549627444,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Keep buy in leverage down or give up?&nbsp; Lose 46.40%&nbsp; God! What's I should do ?&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Keep buy in leverage down or give up?&nbsp; Lose 46.40%&nbsp; God! What's I should do ?&nbsp;","text":"$NIO Inc.(NIO)$ Keep buy in leverage down or give up? Lose 46.40% God! What's I should do ?","images":[{"img":"https://community-static.tradeup.com/news/476cdf55c1d0ae150749650600e27c1f","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/288871082467424","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":253765259071736,"gmtCreate":1702973574856,"gmtModify":1702973579287,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> I think I'm the only 1 will share lose portfolio[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;&nbsp; Yesterday NIO CEO come out for announcement and live stream show off new tech of NIO. Just increase 4% (Life is not easy , but I have to do something, human need me[Miser]&nbsp;[Miser]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a> I think I'm the only 1 will share lose portfolio[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;[Happy]&nbsp;&nbsp; Yesterday NIO CEO come out for announcement and live stream show off new tech of NIO. Just increase 4% (Life is not easy , but I have to do something, human need me[Miser]&nbsp;[Miser]&nbsp;&nbsp;","text":"$NIO Inc.(NIO)$ I think I'm the only 1 will share lose portfolio[Happy] [Happy] [Happy] [Happy] [Happy] Yesterday NIO CEO come out for announcement and live stream show off new tech of NIO. Just increase 4% (Life is not easy , but I have to do something, human need me[Miser] [Miser]","images":[{"img":"https://community-static.tradeup.com/news/e7222a2cbe42a240c3ee9e310019d6e0","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/253765259071736","isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133675128299882","authorId":"4133675128299882","name":"Investidor","avatar":"https://community-static.tradeup.com/news/7379a77de48ce3aafcef44cd6dc2929d","crmLevel":6,"crmLevelSwitch":1,"idStr":"4133675128299882","authorIdStr":"4133675128299882"},"content":"Hang in there! Wont be surprised this will breakeven soon","text":"Hang in there! Wont be surprised this will breakeven soon","html":"Hang in there! Wont be surprised this will breakeven soon"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":335138363633680,"gmtCreate":1722850731778,"gmtModify":1722850740068,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> No more budget to&nbsp; leverage down !&nbsp; When buy in just drop like hell!<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; When can profits ? God Save America!","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> No more budget to&nbsp; leverage down !&nbsp; When buy in just drop like hell!<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; When can profits ? God Save America!","text":"$NVIDIA Corp(NVDA)$ No more budget to leverage down ! When buy in just drop like hell!$NVIDIA Corp(NVDA)$ $NVIDIA Corp(NVDA)$ When can profits ? God Save America!","images":[{"img":"https://community-static.tradeup.com/news/1fba0a02aa508c86e0c5fd1deffc752a","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335138363633680","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":323532678946856,"gmtCreate":1720013043841,"gmtModify":1720013047364,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"One of my favorite <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>&nbsp;","listText":"One of my favorite <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$</a>&nbsp;","text":"One of my favorite $MicroStrategy(MSTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323532678946856","repostId":"323193499762744","repostType":1,"repost":{"id":323193499762744,"gmtCreate":1719935252221,"gmtModify":1721923766120,"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/67ecba742430a57a532b690885139baa","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4093561479903300","authorIdStr":"4093561479903300"},"themes":[],"htmlText":"I opened <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> ,I opened <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> ,MSTR may be trading at a premium, but it's because it offers much higher returns than Spot Bitcoin ETFs, minus all the unnecessary expense ratio. For as long as Bitcoin stays above Saylor's avg buy price of $36,798, MSTR is a buy. It is a more attractive buy compared to all the over-valued miner stocks like MARA, CLSK, IREN at the moment.","listText":"I opened <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> ,I opened <a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$&nbsp;</a> ,MSTR may be trading at a premium, but it's because it offers much higher returns than Spot Bitcoin ETFs, minus all the unnecessary expense ratio. For as long as Bitcoin stays above Saylor's avg buy price of $36,798, MSTR is a buy. It is a more attractive buy compared to all the over-valued miner stocks like MARA, CLSK, IREN at the moment.","text":"I opened $MicroStrategy(MSTR)$ ,I opened $MicroStrategy(MSTR)$ ,MSTR may be trading at a premium, but it's because it offers much higher returns than Spot Bitcoin ETFs, minus all the unnecessary expense ratio. For as long as Bitcoin stays above Saylor's avg buy price of $36,798, MSTR is a buy. It is a more attractive buy compared to all the over-valued miner stocks like MARA, CLSK, IREN at the moment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323193499762744","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961642434,"gmtCreate":1668955057429,"gmtModify":1676538131732,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"So I can buy , than will become Trillionair&nbsp;","listText":"So I can buy , than will become Trillionair&nbsp;","text":"So I can buy , than will become Trillionair","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961642434","repostId":"2284364620","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248795090731208,"gmtCreate":1701772928897,"gmtModify":1701772933823,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"Sure can be multi-millionaires&nbsp;","listText":"Sure can be multi-millionaires&nbsp;","text":"Sure can be multi-millionaires","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248795090731208","repostId":"2389557357","repostType":2,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248754238267472,"gmtCreate":1701769085098,"gmtModify":1701769087694,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>My heart is broken[Sad]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>My heart is broken[Sad]&nbsp;&nbsp;","text":"$NIO Inc.(NIO)$ My heart is broken[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248754238267472","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234975483875496,"gmtCreate":1698388644715,"gmtModify":1698388648873,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"Which investment is better ?&nbsp;","listText":"Which investment is better ?&nbsp;","text":"Which investment is better ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234975483875496","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214125465239672,"gmtCreate":1693295343189,"gmtModify":1693295347718,"author":{"id":"4129973433469502","authorId":"4129973433469502","name":"WinnerTay","avatar":"https://community-static.tradeup.com/news/6f76a6fd7b3546bf89edc1323d109b29","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4129973433469502","authorIdStr":"4129973433469502"},"themes":[],"htmlText":"You sure everyone nervous like you ?","listText":"You sure everyone nervous like you ?","text":"You sure everyone nervous like you ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214125465239672","repostId":"2363607106","repostType":2,"repost":{"id":"2363607106","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":1693280470,"share":"https://ttm.financial/m/news/2363607106?lang=&edition=fundamental","pubTime":"2023-08-29 11:41","market":"us","language":"en","title":"NIO Earnings Are Coming. Investors Are Nervous","url":"https://stock-news.laohu8.com/highlight/detail?id=2363607106","media":"Dow Jones","summary":"Chinese EV start-up NIO is set to report second-quarter numbers Tuesday morning amid questions about competition, demand, pricing, and the Chinese economy. A lot more than just bottom-line earnings wi","content":"<html><head></head><body><p style=\"text-align: start;\">Chinese EV start-up NIO is set to report second-quarter numbers Tuesday morning amid questions about competition, demand, pricing, and the Chinese economy. A lot more than just bottom-line earnings will be investors’ focus.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e661a7a4a34cbae5199438ff1f229ff4\" alt=\"Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.\" title=\"Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.\" tg-width=\"639\" tg-height=\"426\"/><span>Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.</span></p><p style=\"text-align: start;\">Still, investors will start with the numbers. Wall Street expects a per-share loss of about 33 cents a share from $1.3 billion in sales, according to Bloomberg.</p><p>The loss from estimated aggregated by FactSet is a little bigger at 41 cents a share. Sales estimates are similar. FactSet is an aggregation of five numbers. Bloomberg is using nine estimates.</p><p>A year ago, NIO (ticker: NIO) reported an adjusted loss of 19 cents a share from $1.5 billion in sales. Sales are down year over year because deliveries are down. NIO delivered about 23,500 units in the second quarter, down from about 25,000 units delivered in the second quarter of 2022.</p><p>A big rebound is expected for the third quarter. NIO delivered 20,462 units in July, boosted by sales of the ES6 SUV which have been growing since its introduction in May 2023. July deliveries exceeded 10,000 units in July.</p><p>Wall Street is looking for about 50,000 units delivered in the third quarter. That looks doable based on July figures.</p><p>Delivery guidance will tell a story about how NIO is doing. It will also reveal something about EV demand in China. In the first seven months of the year, battery-electric vehicle demand is up about 25% year over year, according to data aggregated by Citi analyst Jeff Chung. Strong, but August sales are set to fall a little year over year.</p><p>Falling sales might be why Chinese EV makers, including Tesla (TSLA) have cut prices on some 25 models in August.</p><p>Falling sales and weakening demand have been too much for investors. NIO shares are down about 45% over the past 12 months and off about 28% over the past month. The S&amp;P 500, for comparison, is up about 10% over the past 12 months and off about 4% over the past month.</p><p>Management hosts a conference call at 8 a.m. Eastern time to discuss results. Analysts and investors will want to hear more about all the issues impacting shares: deliveries, demand, and the state of the Chinese economy.</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>NIO Earnings Are Coming. Investors Are Nervous</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\">\nNIO Earnings Are Coming. Investors Are Nervous\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\">2023-08-29 11:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Chinese EV start-up NIO is set to report second-quarter numbers Tuesday morning amid questions about competition, demand, pricing, and the Chinese economy. A lot more than just bottom-line earnings will be investors’ focus.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e661a7a4a34cbae5199438ff1f229ff4\" alt=\"Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.\" title=\"Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.\" tg-width=\"639\" tg-height=\"426\"/><span>Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.</span></p><p style=\"text-align: start;\">Still, investors will start with the numbers. Wall Street expects a per-share loss of about 33 cents a share from $1.3 billion in sales, according to Bloomberg.</p><p>The loss from estimated aggregated by FactSet is a little bigger at 41 cents a share. Sales estimates are similar. FactSet is an aggregation of five numbers. Bloomberg is using nine estimates.</p><p>A year ago, NIO (ticker: NIO) reported an adjusted loss of 19 cents a share from $1.5 billion in sales. Sales are down year over year because deliveries are down. NIO delivered about 23,500 units in the second quarter, down from about 25,000 units delivered in the second quarter of 2022.</p><p>A big rebound is expected for the third quarter. NIO delivered 20,462 units in July, boosted by sales of the ES6 SUV which have been growing since its introduction in May 2023. July deliveries exceeded 10,000 units in July.</p><p>Wall Street is looking for about 50,000 units delivered in the third quarter. That looks doable based on July figures.</p><p>Delivery guidance will tell a story about how NIO is doing. It will also reveal something about EV demand in China. In the first seven months of the year, battery-electric vehicle demand is up about 25% year over year, according to data aggregated by Citi analyst Jeff Chung. Strong, but August sales are set to fall a little year over year.</p><p>Falling sales might be why Chinese EV makers, including Tesla (TSLA) have cut prices on some 25 models in August.</p><p>Falling sales and weakening demand have been too much for investors. NIO shares are down about 45% over the past 12 months and off about 28% over the past month. The S&amp;P 500, for comparison, is up about 10% over the past 12 months and off about 4% over the past month.</p><p>Management hosts a conference call at 8 a.m. Eastern time to discuss results. Analysts and investors will want to hear more about all the issues impacting shares: deliveries, demand, and the state of the Chinese economy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363607106","content_text":"Chinese EV start-up NIO is set to report second-quarter numbers Tuesday morning amid questions about competition, demand, pricing, and the Chinese economy. A lot more than just bottom-line earnings will be investors’ focus.Third-quarter delivery guidance will be key when NIO reports second-quarter results on Tuesday morning.Still, investors will start with the numbers. Wall Street expects a per-share loss of about 33 cents a share from $1.3 billion in sales, according to Bloomberg.The loss from estimated aggregated by FactSet is a little bigger at 41 cents a share. Sales estimates are similar. FactSet is an aggregation of five numbers. Bloomberg is using nine estimates.A year ago, NIO (ticker: NIO) reported an adjusted loss of 19 cents a share from $1.5 billion in sales. Sales are down year over year because deliveries are down. NIO delivered about 23,500 units in the second quarter, down from about 25,000 units delivered in the second quarter of 2022.A big rebound is expected for the third quarter. NIO delivered 20,462 units in July, boosted by sales of the ES6 SUV which have been growing since its introduction in May 2023. July deliveries exceeded 10,000 units in July.Wall Street is looking for about 50,000 units delivered in the third quarter. That looks doable based on July figures.Delivery guidance will tell a story about how NIO is doing. It will also reveal something about EV demand in China. In the first seven months of the year, battery-electric vehicle demand is up about 25% year over year, according to data aggregated by Citi analyst Jeff Chung. Strong, but August sales are set to fall a little year over year.Falling sales might be why Chinese EV makers, including Tesla (TSLA) have cut prices on some 25 models in August.Falling sales and weakening demand have been too much for investors. NIO shares are down about 45% over the past 12 months and off about 28% over the past month. The S&P 500, for comparison, is up about 10% over the past 12 months and off about 4% over the past month.Management hosts a conference call at 8 a.m. Eastern time to discuss results. Analysts and investors will want to hear more about all the issues impacting shares: deliveries, demand, and the state of the Chinese economy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}