Smert personal page - To The Moon

Smert

Smert

No personal profile

9Follow

0Followers

0Topic

0Badge

10-08

Kamala wins: Short TSLA, long GOOGL Inverse for Trump win.

What's the Best "Magnificent Seven" Stock to Buy If Kamala Harris Wins in November?

07-10

thanks. very comprehensive and easy to understand.

Sorry, the original content has been removed

05-21

No Musk, no Tesla. If breaking contracts is the norm what structure is left for innovating and enterprise? Musk should follow Jobs way. Leave if package not approved. Focus on his other companies. Public company good for fund raising. Nightmare to manage.

Sorry, the original content has been removed

05-18

Textbook example of pump and dump

Sorry, the original content has been removed

04-12

$(S51.SI)$ Unable to break above trend line. Sellers will keep attacking if stay the course. Macro not helping either. But i believe pivot within next 6 months.

04-03

Finally a balanced analyst. Not egging retail to hold the bag.

Reddit Stock: Insider Selling Raises Pump-and-Dump Possibilities

2023-11-26

Meta Zuckerberg is dumping. Roku already up 40+%. Buy? Sure or not?

Sorry, the original content has been removed

2023-07-31

Beware Of Rugpull!

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4133159656893812","uuid":"4133159656893812","gmtCreate":1670056563707,"gmtModify":1712927656438,"name":"Smert","pinyin":"smert","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":9,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.24","exceedPercentage":"80.26%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.24","exceedPercentage":"93.77%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"cbe1c45c584340f3bd9ae6c77e0e9981-1","templateUuid":"cbe1c45c584340f3bd9ae6c77e0e9981","name":"Academy Experiencer","description":"5 lessons learned","bigImgUrl":"https://community-static.tradeup.com/news/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://community-static.tradeup.com/news/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":357846616207752,"gmtCreate":1728401682629,"gmtModify":1728401714942,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Kamala wins: Short TSLA, long GOOGL Inverse for Trump win.","listText":"Kamala wins: Short TSLA, long GOOGL Inverse for Trump win.","text":"Kamala wins: Short TSLA, long GOOGL Inverse for Trump win.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357846616207752","repostId":"2473446739","repostType":2,"repost":{"id":"2473446739","kind":"highlight","pubTimestamp":1728398814,"share":"https://ttm.financial/m/news/2473446739?lang=&edition=fundamental","pubTime":"2024-10-08 22:46","market":"us","language":"en","title":"What's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?","url":"https://stock-news.laohu8.com/highlight/detail?id=2473446739","media":"Motley Fool","summary":"All the \"Magnificent Seven\" stocks could be winners in a Harris administration.","content":"<html><head></head><body><ul style=\"\"><li><p>Several of Harris&#39; proposed policies could impact the Magnificent Seven.</p></li><li><p>It&#39;s difficult to determine which stock in the group might benefit the most from her proposals.</p></li><li><p>However, one Magnificent Seven stock could be the biggest winner if Harris&#39; policies lead to lower inflation and interest rates.</p></li></ul><p>The stock market has performed pretty well as the Biden-Harris administration draws to a close. Despite the steep decline in 2022, the <strong>S&amp;P 500</strong> has soared nearly 50%. Much of this performance was driven by huge gains for the so-called &#34;Magnificent Seven&#34; stocks.</p><p>Could this momentum continue in a Kamala Harris administration? And, if so, what&#39;s the best Magnificent Seven stock to buy if Harris wins in November?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1290cd3328579120fc0158c0c776f64d\" tg-width=\"700\" tg-height=\"466\"/></p><p>Kamala Harris. Official White House photo by Lawrence Jackson.</p><h2 id=\"id_2727723257\">Harris&#39; proposals that could affect the Magnificent Seven</h2><p>Harris has unveiled a wide range of economic proposals. Her campaign released an 82-page document outlining what she&#39;d like to do to create what she calls &#34;an opportunity economy.&#34; Not all of the proposals in this document affect the Magnificent Seven, but several could.</p><p>The vice president&#39;s plan to increase the corporate tax rate from 21% to 28% has received significant media attention. Although this is a large increase, it&#39;s still lower than the maximum corporate tax rate of 39% that was in place before former President Donald Trump&#39;s tax cuts went into effect in 2018.</p><p>Another Harris proposal is to quadruple the tax rate on corporate stock buybacks. The rationale behind this plan is &#34;to encourage businesses to invest in growth and productivity.&#34;</p><p>Harris also wants the federal government to invest in industries that are important to the country&#39;s economic and national security. Her plan specifically identifies the following types of businesses that would be eligible for tax credits:</p><ul style=\"\"><li><p>Aerospace companies</p></li><li><p>Artificial intelligence (AI) data centers</p></li><li><p>Automobile manufacturers</p></li><li><p>Biotechnology companies</p></li><li><p>Clean energy manufacturers</p></li><li><p>Semiconductor manufacturers</p></li><li><p>Steel and iron producers</p></li></ul><h2 id=\"id_3763262662\">Evaluating the impact of these proposals</h2><p>In theory, the members of the Magnificent Seven -- <strong>Alphabet</strong> (GOOG -2.47%) (GOOGL -2.44%), <strong>Amazon</strong> (AMZN -3.06%), <strong>Apple</strong> (AAPL -2.25%), <strong>Meta Platforms</strong> (META -1.87%), <strong>Microsoft</strong> (MSFT -1.57%), <strong>Nvidia</strong> (NVDA 2.24%), and <strong>Tesla</strong> (TSLA -3.70%) -- would be affected equally by Harris&#39; proposed corporate tax rate increase. However, in practice, this change could impact the big companies differently.</p><p>The following table shows the effective tax rates paid by the Magnificent Seven in their most recent fiscal years:</p><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p>Company</p></th><th style=\"text-align:left;\"><p>Effective Tax Rate</p></th></tr><tr><td style=\"text-align:left;\"><p>Alphabet</p></td><td style=\"text-align:left;\"><p>13.9%</p></td></tr><tr><td style=\"text-align:left;\"><p>Amazon</p></td><td style=\"text-align:left;\"><p>9.73%</p></td></tr><tr><td style=\"text-align:left;\"><p>Apple</p></td><td style=\"text-align:left;\"><p>14.7%</p></td></tr><tr><td style=\"text-align:left;\"><p>Meta Platforms</p></td><td style=\"text-align:left;\"><p>17.6%</p></td></tr><tr><td style=\"text-align:left;\"><p>Microsoft</p></td><td style=\"text-align:left;\"><p>18%</p></td></tr><tr><td style=\"text-align:left;\"><p>Nvidia</p></td><td style=\"text-align:left;\"><p>12%</p></td></tr><tr><td style=\"text-align:left;\"><p>Tesla</p></td><td style=\"text-align:left;\"><p>(50% Tax Benefit)</p></td></tr></tbody></table><p>Data sources: Company 10-K filings. *Tesla received more tax benefits than it paid in taxes in 2023.</p><p>As you can see, none of the Magnificent Seven companies paid the full 21% corporate tax rate. Microsoft and Meta had the highest effective tax rates of the group. However, all of the companies have been adept at using the tax code to their advantage.</p><p>What about stock buybacks? Most of the Magnificent Seven members have repurchased shares in significant amounts. Apple has by far spent the most money on stock buybacks -- $70.6 billion in the nine months ended July 1, 2023. Increased taxes on stock buybacks could cause Apple and others to change their capital deployment strategies. However, I don&#39;t expect this would significantly impact their stock performance or underlying businesses.</p><p>Each of these companies could benefit from the tax credits for AI data centers proposed by Harris. As the three largest cloud services providers, Amazon, Microsoft, and Alphabet might be the biggest winners on this front. However, Nvidia could also be helped quite a bit because its GPUs are used heavily in AI data centers. In addition, Nvidia and Tesla could potentially receive tax credits offered to semiconductor makers and automakers, respectively.</p><h2 id=\"id_2921650649\">The best Magnificent Seven stock to buy if Harris wins</h2><p>So what&#39;s the best Magnificent Seven stock to buy if Harris wins the presidential race? The honest answer is that there&#39;s insufficient information to know which stock might benefit the most from the aforementioned policies proposed by the vice president. Furthermore, it&#39;s uncertain if she would be able to implement all of her plans should she be elected. The U.S. Congress advances legislation; the president only signs the bills into law.</p><p>That said, many economists believe that Harris&#39; economic policies would help control inflation, while Trump&#39;s plans (especially his proposed tariffs) could cause inflation to rise. If these economists are right, interest rates would more likely be lower during a Harris administration than they would otherwise be.</p><p>While all the Magnificent Seven stocks should benefit from a lower-rate environment, I think the best pick of the group is Amazon. The company has a substantial debt load, which makes it a potentially bigger beneficiary of lower rates than the other Magnificent Seven members. Lower interest rates could also boost consumer and corporate spending, helping Amazon&#39;s e-commerce, advertising, and cloud services businesses.</p><p>Regardless of which person occupies the White House over the next four years, Amazon should benefit from the shift of IT spending to the cloud from on-premises. This migration will likely be accelerated by AI advances.</p><p>Surprisingly, Amazon stock has only climbed around 12% during Harris&#39; time as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>. I suspect it could deliver much greater gains if she becomes president and interest rates decline further.</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>What's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Several of Harris' proposed policies could impact the Magnificent Seven.It's difficult to determine which stock in the group might benefit the most from her proposals.However, one Magnificent Seven ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","GOOG":"谷歌","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","GOOGL":"谷歌A","NVDA":"英伟达","BK4529":"IDC概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4528":"SaaS概念","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","TSLA":"特斯拉","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4592":"伊斯兰概念","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4573":"虚拟现实","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4576":"AR","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","MSFT":"微软","BK4525":"远程办公概念","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4524":"宅经济概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4527":"明星科技股","BK4577":"网络游戏","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4588":"碎股","BK4579":"人工智能","META":"Meta Platforms, Inc.","AMZN":"亚马逊","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4574":"无人驾驶","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473446739","content_text":"Several of Harris' proposed policies could impact the Magnificent Seven.It's difficult to determine which stock in the group might benefit the most from her proposals.However, one Magnificent Seven stock could be the biggest winner if Harris' policies lead to lower inflation and interest rates.The stock market has performed pretty well as the Biden-Harris administration draws to a close. Despite the steep decline in 2022, the S&P 500 has soared nearly 50%. Much of this performance was driven by huge gains for the so-called \"Magnificent Seven\" stocks.Could this momentum continue in a Kamala Harris administration? And, if so, what's the best Magnificent Seven stock to buy if Harris wins in November?Kamala Harris. Official White House photo by Lawrence Jackson.Harris' proposals that could affect the Magnificent SevenHarris has unveiled a wide range of economic proposals. Her campaign released an 82-page document outlining what she'd like to do to create what she calls \"an opportunity economy.\" Not all of the proposals in this document affect the Magnificent Seven, but several could.The vice president's plan to increase the corporate tax rate from 21% to 28% has received significant media attention. Although this is a large increase, it's still lower than the maximum corporate tax rate of 39% that was in place before former President Donald Trump's tax cuts went into effect in 2018.Another Harris proposal is to quadruple the tax rate on corporate stock buybacks. The rationale behind this plan is \"to encourage businesses to invest in growth and productivity.\"Harris also wants the federal government to invest in industries that are important to the country's economic and national security. Her plan specifically identifies the following types of businesses that would be eligible for tax credits:Aerospace companiesArtificial intelligence (AI) data centersAutomobile manufacturersBiotechnology companiesClean energy manufacturersSemiconductor manufacturersSteel and iron producersEvaluating the impact of these proposalsIn theory, the members of the Magnificent Seven -- Alphabet (GOOG -2.47%) (GOOGL -2.44%), Amazon (AMZN -3.06%), Apple (AAPL -2.25%), Meta Platforms (META -1.87%), Microsoft (MSFT -1.57%), Nvidia (NVDA 2.24%), and Tesla (TSLA -3.70%) -- would be affected equally by Harris' proposed corporate tax rate increase. However, in practice, this change could impact the big companies differently.The following table shows the effective tax rates paid by the Magnificent Seven in their most recent fiscal years:CompanyEffective Tax RateAlphabet13.9%Amazon9.73%Apple14.7%Meta Platforms17.6%Microsoft18%Nvidia12%Tesla(50% Tax Benefit)Data sources: Company 10-K filings. *Tesla received more tax benefits than it paid in taxes in 2023.As you can see, none of the Magnificent Seven companies paid the full 21% corporate tax rate. Microsoft and Meta had the highest effective tax rates of the group. However, all of the companies have been adept at using the tax code to their advantage.What about stock buybacks? Most of the Magnificent Seven members have repurchased shares in significant amounts. Apple has by far spent the most money on stock buybacks -- $70.6 billion in the nine months ended July 1, 2023. Increased taxes on stock buybacks could cause Apple and others to change their capital deployment strategies. However, I don't expect this would significantly impact their stock performance or underlying businesses.Each of these companies could benefit from the tax credits for AI data centers proposed by Harris. As the three largest cloud services providers, Amazon, Microsoft, and Alphabet might be the biggest winners on this front. However, Nvidia could also be helped quite a bit because its GPUs are used heavily in AI data centers. In addition, Nvidia and Tesla could potentially receive tax credits offered to semiconductor makers and automakers, respectively.The best Magnificent Seven stock to buy if Harris winsSo what's the best Magnificent Seven stock to buy if Harris wins the presidential race? The honest answer is that there's insufficient information to know which stock might benefit the most from the aforementioned policies proposed by the vice president. Furthermore, it's uncertain if she would be able to implement all of her plans should she be elected. The U.S. Congress advances legislation; the president only signs the bills into law.That said, many economists believe that Harris' economic policies would help control inflation, while Trump's plans (especially his proposed tariffs) could cause inflation to rise. If these economists are right, interest rates would more likely be lower during a Harris administration than they would otherwise be.While all the Magnificent Seven stocks should benefit from a lower-rate environment, I think the best pick of the group is Amazon. The company has a substantial debt load, which makes it a potentially bigger beneficiary of lower rates than the other Magnificent Seven members. Lower interest rates could also boost consumer and corporate spending, helping Amazon's e-commerce, advertising, and cloud services businesses.Regardless of which person occupies the White House over the next four years, Amazon should benefit from the shift of IT spending to the cloud from on-premises. This migration will likely be accelerated by AI advances.Surprisingly, Amazon stock has only climbed around 12% during Harris' time as VP. I suspect it could deliver much greater gains if she becomes president and interest rates decline further.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326016780091712,"gmtCreate":1720618026338,"gmtModify":1720619561622,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"thanks. very comprehensive and easy to understand.","listText":"thanks. very comprehensive and easy to understand.","text":"thanks. very comprehensive and easy to understand.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326016780091712","repostId":"2450836433","repostType":2,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308271581638696,"gmtCreate":1716283540165,"gmtModify":1716283545970,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"No Musk, no Tesla. If breaking contracts is the norm what structure is left for innovating&nbsp;&nbsp;and enterprise? Musk should follow Jobs way. Leave if package not approved. Focus on his other companies. Public company good for fund raising. Nightmare to manage.&nbsp;","listText":"No Musk, no Tesla. If breaking contracts is the norm what structure is left for innovating&nbsp;&nbsp;and enterprise? Musk should follow Jobs way. Leave if package not approved. Focus on his other companies. Public company good for fund raising. Nightmare to manage.&nbsp;","text":"No Musk, no Tesla. If breaking contracts is the norm what structure is left for innovating and enterprise? Musk should follow Jobs way. Leave if package not approved. Focus on his other companies. Public company good for fund raising. Nightmare to manage.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308271581638696","repostId":"2437438302","repostType":2,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307160266588288,"gmtCreate":1715994151428,"gmtModify":1715994154997,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Textbook example of pump and dump","listText":"Textbook example of pump and dump","text":"Textbook example of pump and dump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307160266588288","repostId":"2436929550","repostType":2,"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294491630583896,"gmtCreate":1712915709037,"gmtModify":1712915792564,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$(S51.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v> Unable to break above trend line. Sellers will keep attacking if stay the course. Macro not helping either. But i believe pivot within next 6 months.&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$(S51.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v> Unable to break above trend line. Sellers will keep attacking if stay the course. Macro not helping either. But i believe pivot within next 6 months.&nbsp;","text":"$(S51.SI)$ Unable to break above trend line. Sellers will keep attacking if stay the course. Macro not helping either. But i believe pivot within next 6 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294491630583896","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291243253809312,"gmtCreate":1712130227467,"gmtModify":1712130590969,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Finally a balanced analyst. Not egging retail to hold the bag.&nbsp;","listText":"Finally a balanced analyst. Not egging retail to hold the bag.&nbsp;","text":"Finally a balanced analyst. Not egging retail to hold the bag.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291243253809312","repostId":"2424948300","repostType":4,"repost":{"id":"2424948300","kind":"highlight","pubTimestamp":1712129400,"share":"https://ttm.financial/m/news/2424948300?lang=&edition=fundamental","pubTime":"2024-04-03 15:30","market":"us","language":"en","title":"Reddit Stock: Insider Selling Raises Pump-and-Dump Possibilities","url":"https://stock-news.laohu8.com/highlight/detail?id=2424948300","media":"InvestorPlace","summary":"At least two Reddit insiders reportedly sold large numbers of the company’s shares soon after the initial public offering.A firm’s analysts envision RDDT stock dropping 50%.Investors should only maintain a very small position size, if any at all, in Reddit stock.I’m not denying that Reddit’s debut for public trading could still be 2024’s most important initial public offering. At the same time, it’s too risky to hold more than a few shares of RDDT stock. So, don’t go overboard and, as always, be sure to have an exit strategy in place.First things first: I’m not directly accusing Reddit’s management of perpetuating a pump-and-dump scheme. However, it’s quite interesting that at least two insiders dumped large quantities of Reddit shares soon after the company’s IPO.Furthermore, Hedgeye analyst Andrew Freedman almost seemed disgusted by the early hype surrounding the Reddit IPO.“The deal was oversubscribed, the float small, valuation range looked reasonable, and","content":"<html><head></head><body><ul style=\"\"><li><p>At least two <strong><a href=\"https://laohu8.com/S/RDDT\">Reddit</a></strong> (<strong>RDDT</strong>) insiders reportedly sold large numbers of the company’s shares soon after the initial public offering.</p></li><li><p>A firm’s analysts envision RDDT stock dropping 50%. </p></li><li><p>Investors should only maintain a very small position size, if any at all, in Reddit stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d89b758db47f116cfbd5f6737c99ce3a\" alt=\"Source: Ink Drop / Shutterstock.com\" title=\"Source: Ink Drop / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Ink Drop / Shutterstock.com</span></p><p>Did you ever get the feeling you’ve been tricked? I posited that <strong>Reddit</strong> (NYSE:<strong>RDDT</strong>) shares could rally like <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong> (NASDAQ:<strong>META</strong>) stock did. Now, I’m having serious doubts and can’t bring myself to recommend investing in Reddit stock right now.</p><p>I’m not denying that Reddit’s debut for public trading could still be 2024’s most important initial public offering. At the same time, it’s too risky to hold more than a few shares of RDDT stock. So, don’t go overboard and, as always, be sure to have an exit strategy in place.</p><h2 id=\"id_324095180\">Reddit Stock: Was This a Pump-and-Dump?</h2><p>First things first: I’m not directly accusing Reddit’s management of perpetuating a pump-and-dump scheme. However, it’s quite interesting that at least two insiders dumped large quantities of Reddit shares soon after the company’s IPO.</p><p>Here’s the timeline. Reddit started trading under the symbol RDDT on the <strong>New York Stock Exchange</strong> on March 21. For what it’s worth, <em>InvestorPlace</em> contributor Chris MacDonald warned that Reddit’s insiders would “be able to sell stock immediately following the IPO.”</p><p>Then, on March 25, Reddit Chief Financial Officer Andrew Vollero reportedly sold 71,765 shares of the company. That transaction was worth slightly more than $2.3 million.</p><p>That same day, Reddit President and CEO Steve Huffman reportedly sold 500,000 shares of his company. Stunningly, that transaction was valued at over $16 million.</p><p>I’ll let you draw whatever conclusions you’d like from this information. Personally, I imagine that confident Reddit insiders would be buyers, not sellers.</p><h2 id=\"id_2108379479\">Could RDDT Stock Drop 50%?</h2><p>For a while, investors shouldn’t expect Reddit’s fundamentals to drive movements in Reddit stock. In the short term, meme-stock traders might move the Reddit share price higher, while short sellers will push it down.</p><p>Because of the anticipated near-term volatility, it’s difficult to attach a confident price target to RDDT stock.</p><p>Some analysts have offered their opinions, though. For example, New Street analysts reportedly envision the Reddit share price landing at $54.</p><p>A more notable prediction, however, came from Hedgeye Risk Management analysts.</p><p>They see Reddit stock collapsing to $34, which was around 50% below the share price when the Hedgeye analysts issued their price target.</p><p>The firm considered RDDT stock to be “grossly overvalued.” That may or may not be the case, though it’s challenging to assign a fair value to a highly volatile stock so soon after its public debut.</p><p>Furthermore, Hedgeye analyst Andrew Freedman almost seemed disgusted by the early hype surrounding the Reddit IPO.</p><p>“The deal was oversubscribed, the float small, valuation range looked reasonable, and they timed the IPO coincident with easy comparisons where the company is going to post accelerating revenue and user growth the first quarter out of the gate as a public company,” he wrote.</p><p>You might agree with Freedman’s assessment, or you may choose to disagree. Either way, it will probably be a few weeks or even months before the market achieves “price discovery” and figures out an appropriate price range for Reddit stock.</p><h2 id=\"id_2022686764\">Reddit Stock: Stay Small, or Don’t Stay at All</h2><p>The Reddit share price could fall 50%, or it could double or triple. For the time being, keep tabs on Reddit’s fundamentals but also pay close attention to short-selling activity.</p><p>Moreover, it’s noteworthy that a couple of Reddit insiders dumped shares of the company soon after its IPO. Overall, Reddit stock is high-risk and high-reward, and if you choose to invest at all, be sure to keep your position size small.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reddit Stock: Insider Selling Raises Pump-and-Dump Possibilities</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\">\nReddit Stock: Insider Selling Raises Pump-and-Dump Possibilities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-03 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/reddit-stock-insider-selling-raises-pump-and-dump-possibilities/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At least two Reddit (RDDT) insiders reportedly sold large numbers of the company’s shares soon after the initial public offering.A firm’s analysts envision RDDT stock dropping 50%. Investors should ...</p>\n\n<a href=\"https://investorplace.com/2024/04/reddit-stock-insider-selling-raises-pump-and-dump-possibilities/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","RDDT":"Reddit","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4077":"互动媒体与服务","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC"},"source_url":"https://investorplace.com/2024/04/reddit-stock-insider-selling-raises-pump-and-dump-possibilities/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424948300","content_text":"At least two Reddit (RDDT) insiders reportedly sold large numbers of the company’s shares soon after the initial public offering.A firm’s analysts envision RDDT stock dropping 50%. Investors should only maintain a very small position size, if any at all, in Reddit stock.Source: Ink Drop / Shutterstock.comDid you ever get the feeling you’ve been tricked? I posited that Reddit (NYSE:RDDT) shares could rally like Meta Platforms (NASDAQ:META) stock did. Now, I’m having serious doubts and can’t bring myself to recommend investing in Reddit stock right now.I’m not denying that Reddit’s debut for public trading could still be 2024’s most important initial public offering. At the same time, it’s too risky to hold more than a few shares of RDDT stock. So, don’t go overboard and, as always, be sure to have an exit strategy in place.Reddit Stock: Was This a Pump-and-Dump?First things first: I’m not directly accusing Reddit’s management of perpetuating a pump-and-dump scheme. However, it’s quite interesting that at least two insiders dumped large quantities of Reddit shares soon after the company’s IPO.Here’s the timeline. Reddit started trading under the symbol RDDT on the New York Stock Exchange on March 21. For what it’s worth, InvestorPlace contributor Chris MacDonald warned that Reddit’s insiders would “be able to sell stock immediately following the IPO.”Then, on March 25, Reddit Chief Financial Officer Andrew Vollero reportedly sold 71,765 shares of the company. That transaction was worth slightly more than $2.3 million.That same day, Reddit President and CEO Steve Huffman reportedly sold 500,000 shares of his company. Stunningly, that transaction was valued at over $16 million.I’ll let you draw whatever conclusions you’d like from this information. Personally, I imagine that confident Reddit insiders would be buyers, not sellers.Could RDDT Stock Drop 50%?For a while, investors shouldn’t expect Reddit’s fundamentals to drive movements in Reddit stock. In the short term, meme-stock traders might move the Reddit share price higher, while short sellers will push it down.Because of the anticipated near-term volatility, it’s difficult to attach a confident price target to RDDT stock.Some analysts have offered their opinions, though. For example, New Street analysts reportedly envision the Reddit share price landing at $54.A more notable prediction, however, came from Hedgeye Risk Management analysts.They see Reddit stock collapsing to $34, which was around 50% below the share price when the Hedgeye analysts issued their price target.The firm considered RDDT stock to be “grossly overvalued.” That may or may not be the case, though it’s challenging to assign a fair value to a highly volatile stock so soon after its public debut.Furthermore, Hedgeye analyst Andrew Freedman almost seemed disgusted by the early hype surrounding the Reddit IPO.“The deal was oversubscribed, the float small, valuation range looked reasonable, and they timed the IPO coincident with easy comparisons where the company is going to post accelerating revenue and user growth the first quarter out of the gate as a public company,” he wrote.You might agree with Freedman’s assessment, or you may choose to disagree. Either way, it will probably be a few weeks or even months before the market achieves “price discovery” and figures out an appropriate price range for Reddit stock.Reddit Stock: Stay Small, or Don’t Stay at AllThe Reddit share price could fall 50%, or it could double or triple. For the time being, keep tabs on Reddit’s fundamentals but also pay close attention to short-selling activity.Moreover, it’s noteworthy that a couple of Reddit insiders dumped shares of the company soon after its IPO. Overall, Reddit stock is high-risk and high-reward, and if you choose to invest at all, be sure to keep your position size small.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":245668723519624,"gmtCreate":1701001741567,"gmtModify":1701005814342,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Meta Zuckerberg is dumping. Roku already up 40+%. Buy? Sure or not?","listText":"Meta Zuckerberg is dumping. Roku already up 40+%. Buy? Sure or not?","text":"Meta Zuckerberg is dumping. Roku already up 40+%. Buy? Sure or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245668723519624","repostId":"2386994364","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203859862647000,"gmtCreate":1690777075652,"gmtModify":1690779758118,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Beware Of Rugpull!","listText":"Beware Of Rugpull!","text":"Beware Of Rugpull!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203859862647000","repostId":"2355696432","repostType":2,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":294491630583896,"gmtCreate":1712915709037,"gmtModify":1712915792564,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S51.SI\">$(S51.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v> Unable to break above trend line. Sellers will keep attacking if stay the course. Macro not helping either. But i believe pivot within next 6 months.&nbsp;","listText":"<a href=\"https://ttm.financial/S/S51.SI\">$(S51.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v> Unable to break above trend line. Sellers will keep attacking if stay the course. Macro not helping either. But i believe pivot within next 6 months.&nbsp;","text":"$(S51.SI)$ Unable to break above trend line. Sellers will keep attacking if stay the course. Macro not helping either. But i believe pivot within next 6 months.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294491630583896","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":245668723519624,"gmtCreate":1701001741567,"gmtModify":1701005814342,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Meta Zuckerberg is dumping. Roku already up 40+%. Buy? Sure or not?","listText":"Meta Zuckerberg is dumping. Roku already up 40+%. Buy? Sure or not?","text":"Meta Zuckerberg is dumping. Roku already up 40+%. Buy? Sure or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245668723519624","repostId":"2386994364","repostType":4,"repost":{"id":"2386994364","kind":"highlight","pubTimestamp":1700992864,"share":"https://ttm.financial/m/news/2386994364?lang=&edition=fundamental","pubTime":"2023-11-26 18:01","market":"us","language":"en","title":"2 Must-Have Tech Stocks for the Upcoming Bull Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=2386994364","media":"Motley Fool","summary":"There's more to these technology stalwarts than what meets the eye.","content":"<html><head></head><body><p>No one can confidently claim to know whether we are currently in a bull market or not -- only time shall tell. However, improving macroeconomic indicators are hinting at a potential bull market surge in the coming months.</p><p>According to the preliminary data from the Bureau of Economic Analysis, the U.S. real gross domestic product (real GDP, a measure of inflation-adjusted economic activity) was up at an annual rate of 4.9% in the third quarter (ending Sep. 30, 2023), better than the 4.7% estimate. Additionally, according to the Labor Department&#39;s Bureau of Labor Statistics (BLS), the consumer price index (CPI, a metric of inflation) rose year over year by 3.2% for twelve months ending October 2023, slower than the 3.7% rise seen for the 12 months ending September 2023. The cooling inflation hints at a possible end to the Federal Reserve&#39;s interest rate hike cycle, which bodes well for the health of the stock market.</p><p>Against the backdrop of improving macros, we can expect a significant recovery in ad spending -- which in turn could be beneficial for technology stocks such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/ROKU\">Roku </a>. Here&#39;s why these stocks are attractive picks in the current market environment.</p><h2 id=\"id_2387052794\"><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></h2><p>After a disastrous performance in 2022, Meta Platforms made a major comeback in 2023, with shares rising by nearly 182.5% so far this year.</p><p>Meta has reported stellar performance in the third quarter (ending Sep. 30, 2023), with both revenue and earnings handily surpassing consensus estimates. This has been driven by the strong performance of its advertising business, recorded under the &#34;Family of Apps&#34; business segment (which includes revenue earned from social media platforms such as Facebook, WhatsApp, Instagram, Messenger, and Threads). Meta also posted an operating margin of 40% in the third quarter, a dramatic year-over-year improvement of 20 percentage points.</p><p>In the third quarter, the daily active users of Meta&#39;s &#34;Family of Apps&#34; grew by 7.2% year-over-year to 3.14 billion. With a user base accounting for nearly 40% of the global population, Meta continues to see increased interest from the advertiser community. Meta is also leveraging artificial intelligence (AI) to strengthen all of its business offerings--improving ad targeting, content discovery, user engagement, and monetization.</p><p>Meta is also focusing on developing new revenue streams. Although a headwind in 2022, Reels has already become revenue-neutral in 2023, and is expected to become a modest tailwind in 2024. The company is also working on monetizing its 200-million-strong user base on WhatsApp Business. The company&#39;s Click-to-WhatsApp ads (allowing customers to connect directly with businesses through WhatsApp) have already reached a multi-billion dollar annual run rate. The company is further working to reduce dependence on advertising by creating a new revenue stream through paid business messaging by merchants on the Messenger and WhatsApp platforms.</p><p>There is no question that Meta&#39;s investments in areas such as mixed and augmented reality and the metaverse have proved to be a drag for the company, and have been hurting overall investor sentiment. However, despite these challenges, thanks to a strong core advertising business, new evolving revenue streams, and robust AI initiatives, Meta could prove to be a smart pick in the event of an upcoming bull surge.</p><h2 id=\"id_2519350510\"><a href=\"https://laohu8.com/S/ROKU\">Roku</a></h2><p>Roku, the most popular streaming platform in North America with a 53% market share, came out with blowout results in the third quarter. Revenue and earnings surpassed both the company&#39;s own guidance and consensus estimates. The company has reported positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the first time since early 2022. These numbers are impressive considering that ad spending (the main source of Roku&#39;s revenue) has been negatively affected in the current uncertain macroeconomic environment.</p><p>The accelerated pace of cord-cutting (the shift of viewers and advertisers from linear television to streaming media) continues to be the key growth driver for Roku. According to Leichtman Research Group, the largest pay-TV providers in the U.S. lost 465,000 net subscribers -- significantly higher than the 385,000 net subscribers lost in the same period of the prior year. With many of these viewers opting to purchase either Roku devices and/or devices with Roku&#39;s smart TV operating system for streaming entertainment, the company saw a 16% year-over-year jump to 75.8 million active accounts in the third quarter. Streaming hours on the Roku operating system also grew year-over-year by 22% to 26.7 billion hours.</p><p>Although more popular for its streaming hardware devices, Roku earns most of its total revenue (85% in the third quarter) from the platform segment (which is predominantly advertising revenue). The company earns money from its streaming partners in two ways: as a percentage of the subscription fees paid by users, and 30% of the ad inventory for ad-supported channels. As a leading smart TV operating system and a major streaming content aggregator, Roku has been leveraging AI to improve content discovery and ad targeting across streaming channels. This helps attract even more streaming partners and advertisers to its platform, which further brings in more revenue for the company. Furthermore, the company&#39;s free ad-supported Roku Channel (which streams Roku&#39;s original content) is playing a major role in user engagement and user lock-in.</p><p>Considering the solid tailwinds in the streaming sector and Roku&#39;s brand strength and presence, the company seems well-positioned to prove to be a solid turnaround story in the coming months.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Must-Have Tech Stocks for the Upcoming Bull Surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Must-Have Tech Stocks for the Upcoming Bull Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-26 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/25/2-must-have-tech-stocks-for-the-upcoming-bull-surg/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No one can confidently claim to know whether we are currently in a bull market or not -- only time shall tell. However, improving macroeconomic indicators are hinting at a potential bull market surge ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/25/2-must-have-tech-stocks-for-the-upcoming-bull-surg/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2023/11/25/2-must-have-tech-stocks-for-the-upcoming-bull-surg/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2386994364","content_text":"No one can confidently claim to know whether we are currently in a bull market or not -- only time shall tell. However, improving macroeconomic indicators are hinting at a potential bull market surge in the coming months.According to the preliminary data from the Bureau of Economic Analysis, the U.S. real gross domestic product (real GDP, a measure of inflation-adjusted economic activity) was up at an annual rate of 4.9% in the third quarter (ending Sep. 30, 2023), better than the 4.7% estimate. Additionally, according to the Labor Department's Bureau of Labor Statistics (BLS), the consumer price index (CPI, a metric of inflation) rose year over year by 3.2% for twelve months ending October 2023, slower than the 3.7% rise seen for the 12 months ending September 2023. The cooling inflation hints at a possible end to the Federal Reserve's interest rate hike cycle, which bodes well for the health of the stock market.Against the backdrop of improving macros, we can expect a significant recovery in ad spending -- which in turn could be beneficial for technology stocks such as Meta Platforms and Roku . Here's why these stocks are attractive picks in the current market environment.Meta PlatformsAfter a disastrous performance in 2022, Meta Platforms made a major comeback in 2023, with shares rising by nearly 182.5% so far this year.Meta has reported stellar performance in the third quarter (ending Sep. 30, 2023), with both revenue and earnings handily surpassing consensus estimates. This has been driven by the strong performance of its advertising business, recorded under the \"Family of Apps\" business segment (which includes revenue earned from social media platforms such as Facebook, WhatsApp, Instagram, Messenger, and Threads). Meta also posted an operating margin of 40% in the third quarter, a dramatic year-over-year improvement of 20 percentage points.In the third quarter, the daily active users of Meta's \"Family of Apps\" grew by 7.2% year-over-year to 3.14 billion. With a user base accounting for nearly 40% of the global population, Meta continues to see increased interest from the advertiser community. Meta is also leveraging artificial intelligence (AI) to strengthen all of its business offerings--improving ad targeting, content discovery, user engagement, and monetization.Meta is also focusing on developing new revenue streams. Although a headwind in 2022, Reels has already become revenue-neutral in 2023, and is expected to become a modest tailwind in 2024. The company is also working on monetizing its 200-million-strong user base on WhatsApp Business. The company's Click-to-WhatsApp ads (allowing customers to connect directly with businesses through WhatsApp) have already reached a multi-billion dollar annual run rate. The company is further working to reduce dependence on advertising by creating a new revenue stream through paid business messaging by merchants on the Messenger and WhatsApp platforms.There is no question that Meta's investments in areas such as mixed and augmented reality and the metaverse have proved to be a drag for the company, and have been hurting overall investor sentiment. However, despite these challenges, thanks to a strong core advertising business, new evolving revenue streams, and robust AI initiatives, Meta could prove to be a smart pick in the event of an upcoming bull surge.RokuRoku, the most popular streaming platform in North America with a 53% market share, came out with blowout results in the third quarter. Revenue and earnings surpassed both the company's own guidance and consensus estimates. The company has reported positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the first time since early 2022. These numbers are impressive considering that ad spending (the main source of Roku's revenue) has been negatively affected in the current uncertain macroeconomic environment.The accelerated pace of cord-cutting (the shift of viewers and advertisers from linear television to streaming media) continues to be the key growth driver for Roku. According to Leichtman Research Group, the largest pay-TV providers in the U.S. lost 465,000 net subscribers -- significantly higher than the 385,000 net subscribers lost in the same period of the prior year. With many of these viewers opting to purchase either Roku devices and/or devices with Roku's smart TV operating system for streaming entertainment, the company saw a 16% year-over-year jump to 75.8 million active accounts in the third quarter. Streaming hours on the Roku operating system also grew year-over-year by 22% to 26.7 billion hours.Although more popular for its streaming hardware devices, Roku earns most of its total revenue (85% in the third quarter) from the platform segment (which is predominantly advertising revenue). The company earns money from its streaming partners in two ways: as a percentage of the subscription fees paid by users, and 30% of the ad inventory for ad-supported channels. As a leading smart TV operating system and a major streaming content aggregator, Roku has been leveraging AI to improve content discovery and ad targeting across streaming channels. This helps attract even more streaming partners and advertisers to its platform, which further brings in more revenue for the company. Furthermore, the company's free ad-supported Roku Channel (which streams Roku's original content) is playing a major role in user engagement and user lock-in.Considering the solid tailwinds in the streaming sector and Roku's brand strength and presence, the company seems well-positioned to prove to be a solid turnaround story in the coming months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308271581638696,"gmtCreate":1716283540165,"gmtModify":1716283545970,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"No Musk, no Tesla. If breaking contracts is the norm what structure is left for innovating&nbsp;&nbsp;and enterprise? Musk should follow Jobs way. Leave if package not approved. Focus on his other companies. Public company good for fund raising. Nightmare to manage.&nbsp;","listText":"No Musk, no Tesla. If breaking contracts is the norm what structure is left for innovating&nbsp;&nbsp;and enterprise? Musk should follow Jobs way. Leave if package not approved. Focus on his other companies. Public company good for fund raising. Nightmare to manage.&nbsp;","text":"No Musk, no Tesla. If breaking contracts is the norm what structure is left for innovating and enterprise? Musk should follow Jobs way. Leave if package not approved. Focus on his other companies. Public company good for fund raising. Nightmare to manage.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308271581638696","repostId":"2437438302","repostType":2,"repost":{"id":"2437438302","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1716268971,"share":"https://ttm.financial/m/news/2437438302?lang=&edition=fundamental","pubTime":"2024-05-21 13:22","market":"hk","language":"en","title":"Tesla Shareholder Group Calls for Vote Against Musk Pay Package","url":"https://stock-news.laohu8.com/highlight/detail?id=2437438302","media":"Dow Jones","summary":"A group of Tesla shareholders which includes New York City Comptroller Brad Lander is calling for investors to vote against Elon Musk's $46 billion pay package.The group of shareholders wrote to other Tesla holders arguing that the electric-vehicle maker had governance issues. They said that the company's board was too close to Musk and had failed to properly evaluate the pay package.The letter calls for shareholders to reject the reelection of two directors, Kimbal Musk and James Murdoch, arguing that they have particularly close personal ties to Musk.Shareholders are set to vote on Musk's pay package and other proposals, including moving its incorporation to Texas, on June 13. Tesla's massive compensation package for Musk was originally proposed and approved in 2018, but was struck down by a Delaware court in January.Tesla has since re-proposed the pay package, which is currently valued at around $46 billion, in its proxy filing and has looked to convince shareholders to support the ","content":"<html><head></head><body><p>A group of Tesla shareholders which includes New York City Comptroller Brad Lander is calling for investors to vote against Elon Musk&#39;s $46 billion pay package.</p><p>The group of shareholders wrote to other Tesla holders arguing that the electric-vehicle maker had governance issues. They said that the company&#39;s board was too close to Musk and had failed to properly evaluate the pay package.</p><p>The letter calls for shareholders to reject the reelection of two directors, Kimbal Musk and James Murdoch, arguing that they have particularly close personal ties to Musk.</p><p>Shareholders are set to vote on Musk&#39;s pay package and other proposals, including moving its incorporation to Texas, on June 13. Tesla&#39;s massive compensation package for Musk was originally proposed and approved in 2018, but was struck down by a Delaware court in January.</p><p>Tesla has since re-proposed the pay package, which is currently valued at around $46 billion, in its proxy filing and has looked to convince shareholders to support the measure.</p><p>In their letter, the shareholder group argues that Tesla&#39;s board is stacked with allies of Musk, and the body has not properly held the chief executive to account, even as he spreads his time among the multiple companies he leads. Kimbal Musk is Elon&#39;s brother and has served on the board for two decades, while Murdoch is a personal friend, the letter says.</p><p>Murdoch&#39;s family has a controlling stake in News Corp, which owns Wall Street Journal publisher Dow Jones.</p><p>The group of shareholders also includes SOC Investment Group, union-owned Amalgamated Bank, United Church Funds, Nordea Asset Management and AkademikerPension, a Danish pension fund.</p><p>Lander, as NYC comptroller, oversees the city&#39;s public pension funds.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shareholder Group Calls for Vote Against Musk Pay Package</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shareholder Group Calls for Vote Against Musk Pay Package\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-21 13:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A group of Tesla shareholders which includes New York City Comptroller Brad Lander is calling for investors to vote against Elon Musk&#39;s $46 billion pay package.</p><p>The group of shareholders wrote to other Tesla holders arguing that the electric-vehicle maker had governance issues. They said that the company&#39;s board was too close to Musk and had failed to properly evaluate the pay package.</p><p>The letter calls for shareholders to reject the reelection of two directors, Kimbal Musk and James Murdoch, arguing that they have particularly close personal ties to Musk.</p><p>Shareholders are set to vote on Musk&#39;s pay package and other proposals, including moving its incorporation to Texas, on June 13. Tesla&#39;s massive compensation package for Musk was originally proposed and approved in 2018, but was struck down by a Delaware court in January.</p><p>Tesla has since re-proposed the pay package, which is currently valued at around $46 billion, in its proxy filing and has looked to convince shareholders to support the measure.</p><p>In their letter, the shareholder group argues that Tesla&#39;s board is stacked with allies of Musk, and the body has not properly held the chief executive to account, even as he spreads his time among the multiple companies he leads. Kimbal Musk is Elon&#39;s brother and has served on the board for two decades, while Murdoch is a personal friend, the letter says.</p><p>Murdoch&#39;s family has a controlling stake in News Corp, which owns Wall Street Journal publisher Dow Jones.</p><p>The group of shareholders also includes SOC Investment Group, union-owned Amalgamated Bank, United Church Funds, Nordea Asset Management and AkademikerPension, a Danish pension fund.</p><p>Lander, as NYC comptroller, oversees the city&#39;s public pension funds.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4548":"巴美列捷福持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4592":"伊斯兰概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2437438302","content_text":"A group of Tesla shareholders which includes New York City Comptroller Brad Lander is calling for investors to vote against Elon Musk's $46 billion pay package.The group of shareholders wrote to other Tesla holders arguing that the electric-vehicle maker had governance issues. They said that the company's board was too close to Musk and had failed to properly evaluate the pay package.The letter calls for shareholders to reject the reelection of two directors, Kimbal Musk and James Murdoch, arguing that they have particularly close personal ties to Musk.Shareholders are set to vote on Musk's pay package and other proposals, including moving its incorporation to Texas, on June 13. Tesla's massive compensation package for Musk was originally proposed and approved in 2018, but was struck down by a Delaware court in January.Tesla has since re-proposed the pay package, which is currently valued at around $46 billion, in its proxy filing and has looked to convince shareholders to support the measure.In their letter, the shareholder group argues that Tesla's board is stacked with allies of Musk, and the body has not properly held the chief executive to account, even as he spreads his time among the multiple companies he leads. Kimbal Musk is Elon's brother and has served on the board for two decades, while Murdoch is a personal friend, the letter says.Murdoch's family has a controlling stake in News Corp, which owns Wall Street Journal publisher Dow Jones.The group of shareholders also includes SOC Investment Group, union-owned Amalgamated Bank, United Church Funds, Nordea Asset Management and AkademikerPension, a Danish pension fund.Lander, as NYC comptroller, oversees the city's public pension funds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357846616207752,"gmtCreate":1728401682629,"gmtModify":1728401714942,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Kamala wins: Short TSLA, long GOOGL Inverse for Trump win.","listText":"Kamala wins: Short TSLA, long GOOGL Inverse for Trump win.","text":"Kamala wins: Short TSLA, long GOOGL Inverse for Trump win.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357846616207752","repostId":"2473446739","repostType":2,"repost":{"id":"2473446739","kind":"highlight","pubTimestamp":1728398814,"share":"https://ttm.financial/m/news/2473446739?lang=&edition=fundamental","pubTime":"2024-10-08 22:46","market":"us","language":"en","title":"What's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?","url":"https://stock-news.laohu8.com/highlight/detail?id=2473446739","media":"Motley Fool","summary":"All the \"Magnificent Seven\" stocks could be winners in a Harris administration.","content":"<html><head></head><body><ul style=\"\"><li><p>Several of Harris&#39; proposed policies could impact the Magnificent Seven.</p></li><li><p>It&#39;s difficult to determine which stock in the group might benefit the most from her proposals.</p></li><li><p>However, one Magnificent Seven stock could be the biggest winner if Harris&#39; policies lead to lower inflation and interest rates.</p></li></ul><p>The stock market has performed pretty well as the Biden-Harris administration draws to a close. Despite the steep decline in 2022, the <strong>S&amp;P 500</strong> has soared nearly 50%. Much of this performance was driven by huge gains for the so-called &#34;Magnificent Seven&#34; stocks.</p><p>Could this momentum continue in a Kamala Harris administration? And, if so, what&#39;s the best Magnificent Seven stock to buy if Harris wins in November?</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1290cd3328579120fc0158c0c776f64d\" tg-width=\"700\" tg-height=\"466\"/></p><p>Kamala Harris. Official White House photo by Lawrence Jackson.</p><h2 id=\"id_2727723257\">Harris&#39; proposals that could affect the Magnificent Seven</h2><p>Harris has unveiled a wide range of economic proposals. Her campaign released an 82-page document outlining what she&#39;d like to do to create what she calls &#34;an opportunity economy.&#34; Not all of the proposals in this document affect the Magnificent Seven, but several could.</p><p>The vice president&#39;s plan to increase the corporate tax rate from 21% to 28% has received significant media attention. Although this is a large increase, it&#39;s still lower than the maximum corporate tax rate of 39% that was in place before former President Donald Trump&#39;s tax cuts went into effect in 2018.</p><p>Another Harris proposal is to quadruple the tax rate on corporate stock buybacks. The rationale behind this plan is &#34;to encourage businesses to invest in growth and productivity.&#34;</p><p>Harris also wants the federal government to invest in industries that are important to the country&#39;s economic and national security. Her plan specifically identifies the following types of businesses that would be eligible for tax credits:</p><ul style=\"\"><li><p>Aerospace companies</p></li><li><p>Artificial intelligence (AI) data centers</p></li><li><p>Automobile manufacturers</p></li><li><p>Biotechnology companies</p></li><li><p>Clean energy manufacturers</p></li><li><p>Semiconductor manufacturers</p></li><li><p>Steel and iron producers</p></li></ul><h2 id=\"id_3763262662\">Evaluating the impact of these proposals</h2><p>In theory, the members of the Magnificent Seven -- <strong>Alphabet</strong> (GOOG -2.47%) (GOOGL -2.44%), <strong>Amazon</strong> (AMZN -3.06%), <strong>Apple</strong> (AAPL -2.25%), <strong>Meta Platforms</strong> (META -1.87%), <strong>Microsoft</strong> (MSFT -1.57%), <strong>Nvidia</strong> (NVDA 2.24%), and <strong>Tesla</strong> (TSLA -3.70%) -- would be affected equally by Harris&#39; proposed corporate tax rate increase. However, in practice, this change could impact the big companies differently.</p><p>The following table shows the effective tax rates paid by the Magnificent Seven in their most recent fiscal years:</p><table style=\"border-collapse:collapse;\"><tbody><tr><th style=\"text-align:left;\"><p>Company</p></th><th style=\"text-align:left;\"><p>Effective Tax Rate</p></th></tr><tr><td style=\"text-align:left;\"><p>Alphabet</p></td><td style=\"text-align:left;\"><p>13.9%</p></td></tr><tr><td style=\"text-align:left;\"><p>Amazon</p></td><td style=\"text-align:left;\"><p>9.73%</p></td></tr><tr><td style=\"text-align:left;\"><p>Apple</p></td><td style=\"text-align:left;\"><p>14.7%</p></td></tr><tr><td style=\"text-align:left;\"><p>Meta Platforms</p></td><td style=\"text-align:left;\"><p>17.6%</p></td></tr><tr><td style=\"text-align:left;\"><p>Microsoft</p></td><td style=\"text-align:left;\"><p>18%</p></td></tr><tr><td style=\"text-align:left;\"><p>Nvidia</p></td><td style=\"text-align:left;\"><p>12%</p></td></tr><tr><td style=\"text-align:left;\"><p>Tesla</p></td><td style=\"text-align:left;\"><p>(50% Tax Benefit)</p></td></tr></tbody></table><p>Data sources: Company 10-K filings. *Tesla received more tax benefits than it paid in taxes in 2023.</p><p>As you can see, none of the Magnificent Seven companies paid the full 21% corporate tax rate. Microsoft and Meta had the highest effective tax rates of the group. However, all of the companies have been adept at using the tax code to their advantage.</p><p>What about stock buybacks? Most of the Magnificent Seven members have repurchased shares in significant amounts. Apple has by far spent the most money on stock buybacks -- $70.6 billion in the nine months ended July 1, 2023. Increased taxes on stock buybacks could cause Apple and others to change their capital deployment strategies. However, I don&#39;t expect this would significantly impact their stock performance or underlying businesses.</p><p>Each of these companies could benefit from the tax credits for AI data centers proposed by Harris. As the three largest cloud services providers, Amazon, Microsoft, and Alphabet might be the biggest winners on this front. However, Nvidia could also be helped quite a bit because its GPUs are used heavily in AI data centers. In addition, Nvidia and Tesla could potentially receive tax credits offered to semiconductor makers and automakers, respectively.</p><h2 id=\"id_2921650649\">The best Magnificent Seven stock to buy if Harris wins</h2><p>So what&#39;s the best Magnificent Seven stock to buy if Harris wins the presidential race? The honest answer is that there&#39;s insufficient information to know which stock might benefit the most from the aforementioned policies proposed by the vice president. Furthermore, it&#39;s uncertain if she would be able to implement all of her plans should she be elected. The U.S. Congress advances legislation; the president only signs the bills into law.</p><p>That said, many economists believe that Harris&#39; economic policies would help control inflation, while Trump&#39;s plans (especially his proposed tariffs) could cause inflation to rise. If these economists are right, interest rates would more likely be lower during a Harris administration than they would otherwise be.</p><p>While all the Magnificent Seven stocks should benefit from a lower-rate environment, I think the best pick of the group is Amazon. The company has a substantial debt load, which makes it a potentially bigger beneficiary of lower rates than the other Magnificent Seven members. Lower interest rates could also boost consumer and corporate spending, helping Amazon&#39;s e-commerce, advertising, and cloud services businesses.</p><p>Regardless of which person occupies the White House over the next four years, Amazon should benefit from the shift of IT spending to the cloud from on-premises. This migration will likely be accelerated by AI advances.</p><p>Surprisingly, Amazon stock has only climbed around 12% during Harris&#39; time as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>. I suspect it could deliver much greater gains if she becomes president and interest rates decline further.</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>What's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's the Best \"Magnificent Seven\" Stock to Buy If Kamala Harris Wins in November?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Several of Harris' proposed policies could impact the Magnificent Seven.It's difficult to determine which stock in the group might benefit the most from her proposals.However, one Magnificent Seven ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","GOOG":"谷歌","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","GOOGL":"谷歌A","NVDA":"英伟达","BK4529":"IDC概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4528":"SaaS概念","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","TSLA":"特斯拉","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4592":"伊斯兰概念","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4573":"虚拟现实","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4576":"AR","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","MSFT":"微软","BK4525":"远程办公概念","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4524":"宅经济概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4527":"明星科技股","BK4577":"网络游戏","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4588":"碎股","BK4579":"人工智能","META":"Meta Platforms, Inc.","AMZN":"亚马逊","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4574":"无人驾驶","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2024/10/08/best-magnificent-seven-stock-kamala-harris/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473446739","content_text":"Several of Harris' proposed policies could impact the Magnificent Seven.It's difficult to determine which stock in the group might benefit the most from her proposals.However, one Magnificent Seven stock could be the biggest winner if Harris' policies lead to lower inflation and interest rates.The stock market has performed pretty well as the Biden-Harris administration draws to a close. Despite the steep decline in 2022, the S&P 500 has soared nearly 50%. Much of this performance was driven by huge gains for the so-called \"Magnificent Seven\" stocks.Could this momentum continue in a Kamala Harris administration? And, if so, what's the best Magnificent Seven stock to buy if Harris wins in November?Kamala Harris. Official White House photo by Lawrence Jackson.Harris' proposals that could affect the Magnificent SevenHarris has unveiled a wide range of economic proposals. Her campaign released an 82-page document outlining what she'd like to do to create what she calls \"an opportunity economy.\" Not all of the proposals in this document affect the Magnificent Seven, but several could.The vice president's plan to increase the corporate tax rate from 21% to 28% has received significant media attention. Although this is a large increase, it's still lower than the maximum corporate tax rate of 39% that was in place before former President Donald Trump's tax cuts went into effect in 2018.Another Harris proposal is to quadruple the tax rate on corporate stock buybacks. The rationale behind this plan is \"to encourage businesses to invest in growth and productivity.\"Harris also wants the federal government to invest in industries that are important to the country's economic and national security. Her plan specifically identifies the following types of businesses that would be eligible for tax credits:Aerospace companiesArtificial intelligence (AI) data centersAutomobile manufacturersBiotechnology companiesClean energy manufacturersSemiconductor manufacturersSteel and iron producersEvaluating the impact of these proposalsIn theory, the members of the Magnificent Seven -- Alphabet (GOOG -2.47%) (GOOGL -2.44%), Amazon (AMZN -3.06%), Apple (AAPL -2.25%), Meta Platforms (META -1.87%), Microsoft (MSFT -1.57%), Nvidia (NVDA 2.24%), and Tesla (TSLA -3.70%) -- would be affected equally by Harris' proposed corporate tax rate increase. However, in practice, this change could impact the big companies differently.The following table shows the effective tax rates paid by the Magnificent Seven in their most recent fiscal years:CompanyEffective Tax RateAlphabet13.9%Amazon9.73%Apple14.7%Meta Platforms17.6%Microsoft18%Nvidia12%Tesla(50% Tax Benefit)Data sources: Company 10-K filings. *Tesla received more tax benefits than it paid in taxes in 2023.As you can see, none of the Magnificent Seven companies paid the full 21% corporate tax rate. Microsoft and Meta had the highest effective tax rates of the group. However, all of the companies have been adept at using the tax code to their advantage.What about stock buybacks? Most of the Magnificent Seven members have repurchased shares in significant amounts. Apple has by far spent the most money on stock buybacks -- $70.6 billion in the nine months ended July 1, 2023. Increased taxes on stock buybacks could cause Apple and others to change their capital deployment strategies. However, I don't expect this would significantly impact their stock performance or underlying businesses.Each of these companies could benefit from the tax credits for AI data centers proposed by Harris. As the three largest cloud services providers, Amazon, Microsoft, and Alphabet might be the biggest winners on this front. However, Nvidia could also be helped quite a bit because its GPUs are used heavily in AI data centers. In addition, Nvidia and Tesla could potentially receive tax credits offered to semiconductor makers and automakers, respectively.The best Magnificent Seven stock to buy if Harris winsSo what's the best Magnificent Seven stock to buy if Harris wins the presidential race? The honest answer is that there's insufficient information to know which stock might benefit the most from the aforementioned policies proposed by the vice president. Furthermore, it's uncertain if she would be able to implement all of her plans should she be elected. The U.S. Congress advances legislation; the president only signs the bills into law.That said, many economists believe that Harris' economic policies would help control inflation, while Trump's plans (especially his proposed tariffs) could cause inflation to rise. If these economists are right, interest rates would more likely be lower during a Harris administration than they would otherwise be.While all the Magnificent Seven stocks should benefit from a lower-rate environment, I think the best pick of the group is Amazon. The company has a substantial debt load, which makes it a potentially bigger beneficiary of lower rates than the other Magnificent Seven members. Lower interest rates could also boost consumer and corporate spending, helping Amazon's e-commerce, advertising, and cloud services businesses.Regardless of which person occupies the White House over the next four years, Amazon should benefit from the shift of IT spending to the cloud from on-premises. This migration will likely be accelerated by AI advances.Surprisingly, Amazon stock has only climbed around 12% during Harris' time as VP. I suspect it could deliver much greater gains if she becomes president and interest rates decline further.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307160266588288,"gmtCreate":1715994151428,"gmtModify":1715994154997,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Textbook example of pump and dump","listText":"Textbook example of pump and dump","text":"Textbook example of pump and dump","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307160266588288","repostId":"2436929550","repostType":2,"repost":{"id":"2436929550","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1715989534,"share":"https://ttm.financial/m/news/2436929550?lang=&edition=fundamental","pubTime":"2024-05-18 07:45","market":"fut","language":"en","title":"Riding the Roaring Kitty Roller Coaster: Why GameStop and AMC Meme Madness Is an \"Outlier Event\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2436929550","media":"Dow Jones","summary":"Shares of GameStop Corp. and AMC Entertainment Holdings Inc. soared this week after trader Keith Gill, also known as \"Roaring Kitty,\" made his eye-catching return to social media after a three-year hi","content":"<html><head></head><body><p>Shares of GameStop Corp. and AMC Entertainment Holdings Inc. soared this week after trader Keith Gill, also known as &#34;Roaring Kitty,&#34; made his eye-catching return to social media after a three-year hiatus.</p><p>Gill was an influential figure in the meme-stock frenzy in 2021, and his flurry of posts on X - known as Twitter when Roaring Kitty burst into the stock-market spotlight - thrust GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> and AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> to center stage once again.</p><p>Other heavily shorted stocks - including <a href=\"https://laohu8.com/S/SPWRV\">SunPower Corp</a>. <a href=\"https://laohu8.com/S/SPWR\">$(SPWR)$</a>, <a href=\"https://laohu8.com/S/MAXN\">Maxeon Solar Technologies Ltd</a>. (MAXN), <a href=\"https://laohu8.com/S/HOLO\">MicroCloud Hologram Inc.</a> (HOLO), Children&#39;s Place Inc. <a href=\"https://laohu8.com/S/PLCE\">$(PLCE)$</a>, Beyond Meat Inc. <a href=\"https://laohu8.com/S/BYND\">$(BYND)$</a>, <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> Inc. <a href=\"https://laohu8.com/S/SAVE.AU\">$(SAVE.AU)$</a> and Plug Power Inc. <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a> - were also swept up in the latest meme-stock wave.</p><p>&#34;It felt as though the market briefly took a trip back to 2021 this week after GameStop shares traded up as high as 119% on Monday morning, based on a single tweet posted by Keith Gill (a.k.a. Roaring Kitty), the infamous central figure of the 2021 meme-stock frenzy,&#34; CIBC Capital Markets analyst Stephanie Price wrote in a note published Thursday. &#34;Rising interest rates had cooled the meme-stock craze over the last two years, and until now, Mr. Gill&#39;s Twitter account had been silent since his 2021 testimony to Congress.&#34;</p><p>&#34;The moves this week have left many wondering if Roaring Kitty&#39;s return to social media is a signal that retail traders are eyeing struggling companies and heavily shorted stocks once again,&#34; she added.</p><p>Related: These behavioral trends drove the GameStop and AMC meme-stock rally</p><p>Victor Ricciardi, a visiting finance professor at Ursinus College and co-author of the book &#34;Advanced Introduction to Behavioral Finance,&#34; told MarketWatch that he was fascinated by this week&#39;s events, if not surprised. &#34;Human behavior has a tendency to repeat itself,&#34; he said.</p><p>But Ricciardi added that the scope of this week&#39;s meme-stock rally should not be overestimated. &#34;It&#39;s not a real economic event for the average investor - that&#39;s why I would hate to call it a bubble,&#34; he explained. &#34;It&#39;s not a bubble affecting the overall market; it&#39;s more of an overreaction or an outlier event that&#39;s concentrated on a small group of investors.&#34;</p><p>After surging on Monday and Tuesday, shares of GameStop pared back their gains beginning Wednesday, before ending Thursday&#39;s session down 30% and falling further by 19.7% on Friday. GameStop shares are down 54.4% over the last three trading sessions, registering their worst three-day stretch since the period ending Feb. 4, 2021, when they fell 76.22%, Dow Jones Market Data show.</p><p>Shares of AMC have followed a similar trajectory this week. After skyrocketing on Monday and Tuesday, the stock tumbled on Wednesday and Thursday and ended Friday&#39;s session down 5.2%.</p><p>A number of experts have weighed in on the meme-stock rally this week. Dan Raju, chief executive of cloud-based financial-services provider Tradier, deemed GameStop&#39;s run-up as a &#34;short-term baseless frenzy&#34; on Monday, while Cory Mitchell, an analyst at investing-information website Trading.biz, described the AMC trade as &#34;just pure hype&#34; on Wednesday. The rally also sparked memories of the &#34;gamification&#34; of trading during the meme-stock heyday of 2021.</p><p>There was a twist in the week&#39;s events Friday morning when GameStop delivered a quarterly profit and sales warning while filing to issue more shares. Analyst firm Wedbush Securities viewed the share issuance positively and raised its GameStop price target on Friday to $7, from $5.60.</p><p>&#34;When life gives you lemons, file a shelf,&#34; wrote Wedbush analyst Michael Pachter in a note. &#34;GameStop is capitalizing on a recent spike in share price by prudently issuing shares at a premium, providing itself a greater level of reserves while it struggles to refocus its business and reverse continuing operating losses.&#34;</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>Riding the Roaring Kitty Roller Coaster: Why GameStop and AMC Meme Madness Is an \"Outlier Event\"</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\">\nRiding the Roaring Kitty Roller Coaster: Why GameStop and AMC Meme Madness Is an \"Outlier Event\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-18 07:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of GameStop Corp. and AMC Entertainment Holdings Inc. soared this week after trader Keith Gill, also known as &#34;Roaring Kitty,&#34; made his eye-catching return to social media after a three-year hiatus.</p><p>Gill was an influential figure in the meme-stock frenzy in 2021, and his flurry of posts on X - known as Twitter when Roaring Kitty burst into the stock-market spotlight - thrust GameStop <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> and AMC <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> to center stage once again.</p><p>Other heavily shorted stocks - including <a href=\"https://laohu8.com/S/SPWRV\">SunPower Corp</a>. <a href=\"https://laohu8.com/S/SPWR\">$(SPWR)$</a>, <a href=\"https://laohu8.com/S/MAXN\">Maxeon Solar Technologies Ltd</a>. (MAXN), <a href=\"https://laohu8.com/S/HOLO\">MicroCloud Hologram Inc.</a> (HOLO), Children&#39;s Place Inc. <a href=\"https://laohu8.com/S/PLCE\">$(PLCE)$</a>, Beyond Meat Inc. <a href=\"https://laohu8.com/S/BYND\">$(BYND)$</a>, <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> Inc. <a href=\"https://laohu8.com/S/SAVE.AU\">$(SAVE.AU)$</a> and Plug Power Inc. <a href=\"https://laohu8.com/S/PLUG\">$(PLUG)$</a> - were also swept up in the latest meme-stock wave.</p><p>&#34;It felt as though the market briefly took a trip back to 2021 this week after GameStop shares traded up as high as 119% on Monday morning, based on a single tweet posted by Keith Gill (a.k.a. Roaring Kitty), the infamous central figure of the 2021 meme-stock frenzy,&#34; CIBC Capital Markets analyst Stephanie Price wrote in a note published Thursday. &#34;Rising interest rates had cooled the meme-stock craze over the last two years, and until now, Mr. Gill&#39;s Twitter account had been silent since his 2021 testimony to Congress.&#34;</p><p>&#34;The moves this week have left many wondering if Roaring Kitty&#39;s return to social media is a signal that retail traders are eyeing struggling companies and heavily shorted stocks once again,&#34; she added.</p><p>Related: These behavioral trends drove the GameStop and AMC meme-stock rally</p><p>Victor Ricciardi, a visiting finance professor at Ursinus College and co-author of the book &#34;Advanced Introduction to Behavioral Finance,&#34; told MarketWatch that he was fascinated by this week&#39;s events, if not surprised. &#34;Human behavior has a tendency to repeat itself,&#34; he said.</p><p>But Ricciardi added that the scope of this week&#39;s meme-stock rally should not be overestimated. &#34;It&#39;s not a real economic event for the average investor - that&#39;s why I would hate to call it a bubble,&#34; he explained. &#34;It&#39;s not a bubble affecting the overall market; it&#39;s more of an overreaction or an outlier event that&#39;s concentrated on a small group of investors.&#34;</p><p>After surging on Monday and Tuesday, shares of GameStop pared back their gains beginning Wednesday, before ending Thursday&#39;s session down 30% and falling further by 19.7% on Friday. GameStop shares are down 54.4% over the last three trading sessions, registering their worst three-day stretch since the period ending Feb. 4, 2021, when they fell 76.22%, Dow Jones Market Data show.</p><p>Shares of AMC have followed a similar trajectory this week. After skyrocketing on Monday and Tuesday, the stock tumbled on Wednesday and Thursday and ended Friday&#39;s session down 5.2%.</p><p>A number of experts have weighed in on the meme-stock rally this week. Dan Raju, chief executive of cloud-based financial-services provider Tradier, deemed GameStop&#39;s run-up as a &#34;short-term baseless frenzy&#34; on Monday, while Cory Mitchell, an analyst at investing-information website Trading.biz, described the AMC trade as &#34;just pure hype&#34; on Wednesday. The rally also sparked memories of the &#34;gamification&#34; of trading during the meme-stock heyday of 2021.</p><p>There was a twist in the week&#39;s events Friday morning when GameStop delivered a quarterly profit and sales warning while filing to issue more shares. Analyst firm Wedbush Securities viewed the share issuance positively and raised its GameStop price target on Friday to $7, from $5.60.</p><p>&#34;When life gives you lemons, file a shelf,&#34; wrote Wedbush analyst Michael Pachter in a note. &#34;GameStop is capitalizing on a recent spike in share price by prudently issuing shares at a premium, providing itself a greater level of reserves while it struggles to refocus its business and reverse continuing operating losses.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","BK4076":"电脑与电子产品零售","BK4094":"服装零售","BK4141":"半导体产品","BK4519":"光伏太阳能","BK4547":"WSB热门概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4096":"电气部件与设备","AMC":"AMC院线","GME":"游戏驿站","BK4548":"巴美列捷福持仓","BYND":"Beyond Meat, Inc.","BK4541":"氢能源","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4023":"应用软件","BK4212":"包装食品与肉类","HOLO":"MicroCloud Hologram Inc.","BK4008":"航空公司","BK4585":"ETF&股票定投概念","BK4108":"电影和娱乐","PLUG":"普拉格能源","PLCE":"儿童之家","MAXN":"Maxeon Solar Technologies Ltd","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK7063":"纸材料包装","SAVE":"Spirit Airlines","BK4577":"网络游戏","SPWR":"SunPower","BK4588":"碎股","BK4500":"航空公司"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436929550","content_text":"Shares of GameStop Corp. and AMC Entertainment Holdings Inc. soared this week after trader Keith Gill, also known as \"Roaring Kitty,\" made his eye-catching return to social media after a three-year hiatus.Gill was an influential figure in the meme-stock frenzy in 2021, and his flurry of posts on X - known as Twitter when Roaring Kitty burst into the stock-market spotlight - thrust GameStop $(GME)$ and AMC $(AMC)$ to center stage once again.Other heavily shorted stocks - including SunPower Corp. $(SPWR)$, Maxeon Solar Technologies Ltd. (MAXN), MicroCloud Hologram Inc. (HOLO), Children's Place Inc. $(PLCE)$, Beyond Meat Inc. $(BYND)$, Spirit Airlines Inc. $(SAVE.AU)$ and Plug Power Inc. $(PLUG)$ - were also swept up in the latest meme-stock wave.\"It felt as though the market briefly took a trip back to 2021 this week after GameStop shares traded up as high as 119% on Monday morning, based on a single tweet posted by Keith Gill (a.k.a. Roaring Kitty), the infamous central figure of the 2021 meme-stock frenzy,\" CIBC Capital Markets analyst Stephanie Price wrote in a note published Thursday. \"Rising interest rates had cooled the meme-stock craze over the last two years, and until now, Mr. Gill's Twitter account had been silent since his 2021 testimony to Congress.\"\"The moves this week have left many wondering if Roaring Kitty's return to social media is a signal that retail traders are eyeing struggling companies and heavily shorted stocks once again,\" she added.Related: These behavioral trends drove the GameStop and AMC meme-stock rallyVictor Ricciardi, a visiting finance professor at Ursinus College and co-author of the book \"Advanced Introduction to Behavioral Finance,\" told MarketWatch that he was fascinated by this week's events, if not surprised. \"Human behavior has a tendency to repeat itself,\" he said.But Ricciardi added that the scope of this week's meme-stock rally should not be overestimated. \"It's not a real economic event for the average investor - that's why I would hate to call it a bubble,\" he explained. \"It's not a bubble affecting the overall market; it's more of an overreaction or an outlier event that's concentrated on a small group of investors.\"After surging on Monday and Tuesday, shares of GameStop pared back their gains beginning Wednesday, before ending Thursday's session down 30% and falling further by 19.7% on Friday. GameStop shares are down 54.4% over the last three trading sessions, registering their worst three-day stretch since the period ending Feb. 4, 2021, when they fell 76.22%, Dow Jones Market Data show.Shares of AMC have followed a similar trajectory this week. After skyrocketing on Monday and Tuesday, the stock tumbled on Wednesday and Thursday and ended Friday's session down 5.2%.A number of experts have weighed in on the meme-stock rally this week. Dan Raju, chief executive of cloud-based financial-services provider Tradier, deemed GameStop's run-up as a \"short-term baseless frenzy\" on Monday, while Cory Mitchell, an analyst at investing-information website Trading.biz, described the AMC trade as \"just pure hype\" on Wednesday. The rally also sparked memories of the \"gamification\" of trading during the meme-stock heyday of 2021.There was a twist in the week's events Friday morning when GameStop delivered a quarterly profit and sales warning while filing to issue more shares. Analyst firm Wedbush Securities viewed the share issuance positively and raised its GameStop price target on Friday to $7, from $5.60.\"When life gives you lemons, file a shelf,\" wrote Wedbush analyst Michael Pachter in a note. \"GameStop is capitalizing on a recent spike in share price by prudently issuing shares at a premium, providing itself a greater level of reserves while it struggles to refocus its business and reverse continuing operating losses.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291243253809312,"gmtCreate":1712130227467,"gmtModify":1712130590969,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Finally a balanced analyst. Not egging retail to hold the bag.&nbsp;","listText":"Finally a balanced analyst. Not egging retail to hold the bag.&nbsp;","text":"Finally a balanced analyst. Not egging retail to hold the bag.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291243253809312","repostId":"2424948300","repostType":4,"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203859862647000,"gmtCreate":1690777075652,"gmtModify":1690779758118,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"Beware Of Rugpull!","listText":"Beware Of Rugpull!","text":"Beware Of Rugpull!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203859862647000","repostId":"2355696432","repostType":2,"repost":{"id":"2355696432","kind":"news","pubTimestamp":1690761618,"share":"https://ttm.financial/m/news/2355696432?lang=&edition=fundamental","pubTime":"2023-07-31 08:00","market":"us","language":"en","title":"Palantir: Time To Double Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2355696432","media":"Seeking Alpha","summary":"Palantir Stock: Time To Double Down (NYSE:PLTR)","content":"<html><head></head><body><h2 id=\"id_597421993\" style=\"text-align: left;\">Summary</h2><ul><li><p>Palantir is expected to reveal its Q2 earnings results in early August.</p></li><li><p>After Palantir’s stock aggressively appreciated due to the AI-related rally, the management would now need to convince the street why this rally has more legs to justify the current valuation.</p></li><li><p>While there are some major risks associated with investing in the company’s stock at the current levels, there are reasons to believe that there’s still some upside left.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/825a687fb2a755d5fe8156bbb25dfada\" alt=\"Kevin Dietsch/Getty Images News\" title=\"Kevin Dietsch/Getty Images News\" tg-width=\"750\" tg-height=\"521\"/><span>Kevin Dietsch/Getty Images News</span></p><p style=\"text-align: left;\">After gaining momentum and later declining in price in the last couple of months due to the AI-related rally, Palantir&#39;s (NYSE:PLTR) stock is once again on a winning streak as it reached new 52-week highs just last week and currently trades close to those levels. In early August, the company is expected to report its Q2 earnings results, which would give investors a better understanding of whether this AI-related premium at which its shares currently trade is justified in the first place. Even though Palantir appears to be greatly overvalued right now, there are reasons to believe that the company&#39;s growth story is far from over and there&#39;s still some upside left.</p><h2 id=\"id_4148420583\" style=\"text-align: left;\">Is Generative AI The Next Big Thing?</h2><p style=\"text-align: left;\">Last month I published an extensive article on Palantir&#39;s work in Ukraine, explained how the company is able to test its software on an actual battlefield in real-time and also addressed some of the bearish points that were raised by a popular short-selling newsletter. While that article extensively covered various parts of Palantir&#39;s business, it didn&#39;t fully highlight how the company now has the potential to aggressively grow its sales and greatly improve its performance thanks to its entrance into the generative AI field a couple of months ago. Considering that Palantir&#39;s stock has been able to skyrocket in the last few weeks and reach its 52-week highs mostly thanks to the market&#39;s obsession with AI, I decided to share some of my thoughts on why shares have the potential to appreciate even further ahead of the release of Q2 earnings results in August.</p><p style=\"text-align: left;\">In the last few months, I have been incorporating various generative AI applications into my workflow, which were able to perform a range of mundane tasks and helped me to increase my productivity. By having a first-hand experience with generative AI, I concluded that it&#39;s not another fad like the metaverse and it actually has the potential to have a profound impact on our society. That&#39;s likely one of the main reasons why we begin to see reports which expect the generative AI field to become an over $1 trillion market in the next decade and grow at a CAGR of over 40%. Add to all of this the fact that Apple (AAPL), Meta Platforms (META), Amazon (AMZN), and even Elon Musk revealed their own generative AI products in the last few weeks and it becomes obvious that it&#39;s not another hype story. As Big Tech scales its presence in the field, so is Palantir with the introduction of AIP in April.</p><p style=\"text-align: left;\">From what we know so far, AIP promotes human-AI collaborations by helping organizations deploy large language models within their internal systems that could understand, recommend, and trigger different business processes and actions. Think of it as ChatGPT that&#39;s personalized for your own workflow and is working within your environment whether you&#39;re a commercial or a military client of Palantir. In May, the company&#39;s management revealed that they are seeing unprecedented demand for AIP while earlier this month Bloomberg reported that the US military has also started testing generative AI applications and also noted that Palantir is one of the companies that develops AI-based platforms for the Pentagon.</p><p style=\"text-align: left;\">Considering this, there are reasons to believe that Palantir&#39;s stock still has more upside after the latest rally, but only the Q2 results and an updated outlook for the year will properly show how much of this unprecedented demand will translate into monetary value.</p><h2 id=\"id_3591571458\" style=\"text-align: left;\">What&#39;s Next?</h2><p style=\"text-align: left;\">We already see how other companies that became leaders of the generative AI field earlier this year have seen their estimates for the year greatly increase. Some analysts now believe that Microsoft (MSFT) would be able to generate an additional $20 billion in revenues thanks to the launch of a single generative AI feature for its core products, while others think that the company would even be able to double revenues for some of its flagship products in the following years. The street now also expects Nvidia (NVDA), which sells major GPUs on which generative AI applications run, to increase its EPS by ~138% Y/Y and grow its revenues by ~61% this fiscal year.</p><p style=\"text-align: left;\">Despite this, most analysts still have no idea how big of an impact the AIP sales would have on Palantir&#39;s overall performance. To this day, the street expects the company&#39;s revenues to increase only by 15.9% Y/Y in FY23, which is in-line with the previous estimates before the generative AI applications truly took off and increased in popularity. Therefore, it seems that analysts expect further guidance from the management before deciding whether to revise their forecasts.</p><p style=\"text-align: left;\">However, if Goldman Sachs (GS) is correct in its forecast that generative AI could raise the global GDP by 7%, then it&#39;s a clear sign that the industry would continue to expand, and new applications would be entering the market en masse in the following quarters. Therefore, if generative AI truly becomes an over $1 trillion market in the next decade, then Palantir&#39;s TAM would also greatly increase and its current market capitalization of ~$35 billion could be more than justified.</p><p style=\"text-align: left;\">That&#39;s likely one of the reasons why Palantir&#39;s shares haven&#39;t depreciated after the latest rally while Seeking Alpha&#39;s Quant system even gave the company&#39;s stock a rating of &#39;Strong Buy&#39;. Add to all of this the fact that Wedbush recently decided to give Palantir a price target of $25 per share due to its competitive advantages in the coming AI revolution and we could conclude that the current AI premium at which its shares currently trade is more than justified.</p><h2 id=\"id_1028404791\" style=\"text-align: left;\">The Valuation Dilemma</h2><p style=\"text-align: left;\">At this stage, the only major risk associated with investing in Palantir is the lack of clear understanding about what is the true value of its business. My DCF model from May along with the street average forecasts that are based on previous assumptions show that Palantir&#39;s fair value is in the range of $9 per share to $12 per share, which is below the current market price of ~$18 per share. However, since the beginning of summer, the generative AI field has truly taken off, but the assumptions haven&#39;t been properly revised as Wall Street is not entirely sure how big of an impact AIP will have on Palantir&#39;s financials and its valuation.</p><p style=\"text-align: left;\">Considering this, it all comes down to whether the management would be able to convince the street why this rally has more legs to justify the current valuation at the upcoming earnings call in early August. I remain optimistic as there&#39;s a clear indication that the generative AI field would continue to expand at an aggressive rate and have a profound impact on our society. This should lead to the aggressive expansion of Palantir&#39;s TAM in the following years since the company already has a scalable product in the generative AI field that has experienced unprecedented demand since its launch a few months ago. If that&#39;s the case, then an upward revision of assumptions in my model would follow and would result in a much higher valuation that more than justifies the current market price.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Time To Double Down</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\">\nPalantir: Time To Double Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-31 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4621430-palantir-time-to-double-down><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is expected to reveal its Q2 earnings results in early August.After Palantir’s stock aggressively appreciated due to the AI-related rally, the management would now need to convince the...</p>\n\n<a href=\"https://seekingalpha.com/article/4621430-palantir-time-to-double-down\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4543":"AI","BK4588":"碎股","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4621430-palantir-time-to-double-down","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2355696432","content_text":"SummaryPalantir is expected to reveal its Q2 earnings results in early August.After Palantir’s stock aggressively appreciated due to the AI-related rally, the management would now need to convince the street why this rally has more legs to justify the current valuation.While there are some major risks associated with investing in the company’s stock at the current levels, there are reasons to believe that there’s still some upside left.Kevin Dietsch/Getty Images NewsAfter gaining momentum and later declining in price in the last couple of months due to the AI-related rally, Palantir's (NYSE:PLTR) stock is once again on a winning streak as it reached new 52-week highs just last week and currently trades close to those levels. In early August, the company is expected to report its Q2 earnings results, which would give investors a better understanding of whether this AI-related premium at which its shares currently trade is justified in the first place. Even though Palantir appears to be greatly overvalued right now, there are reasons to believe that the company's growth story is far from over and there's still some upside left.Is Generative AI The Next Big Thing?Last month I published an extensive article on Palantir's work in Ukraine, explained how the company is able to test its software on an actual battlefield in real-time and also addressed some of the bearish points that were raised by a popular short-selling newsletter. While that article extensively covered various parts of Palantir's business, it didn't fully highlight how the company now has the potential to aggressively grow its sales and greatly improve its performance thanks to its entrance into the generative AI field a couple of months ago. Considering that Palantir's stock has been able to skyrocket in the last few weeks and reach its 52-week highs mostly thanks to the market's obsession with AI, I decided to share some of my thoughts on why shares have the potential to appreciate even further ahead of the release of Q2 earnings results in August.In the last few months, I have been incorporating various generative AI applications into my workflow, which were able to perform a range of mundane tasks and helped me to increase my productivity. By having a first-hand experience with generative AI, I concluded that it's not another fad like the metaverse and it actually has the potential to have a profound impact on our society. That's likely one of the main reasons why we begin to see reports which expect the generative AI field to become an over $1 trillion market in the next decade and grow at a CAGR of over 40%. Add to all of this the fact that Apple (AAPL), Meta Platforms (META), Amazon (AMZN), and even Elon Musk revealed their own generative AI products in the last few weeks and it becomes obvious that it's not another hype story. As Big Tech scales its presence in the field, so is Palantir with the introduction of AIP in April.From what we know so far, AIP promotes human-AI collaborations by helping organizations deploy large language models within their internal systems that could understand, recommend, and trigger different business processes and actions. Think of it as ChatGPT that's personalized for your own workflow and is working within your environment whether you're a commercial or a military client of Palantir. In May, the company's management revealed that they are seeing unprecedented demand for AIP while earlier this month Bloomberg reported that the US military has also started testing generative AI applications and also noted that Palantir is one of the companies that develops AI-based platforms for the Pentagon.Considering this, there are reasons to believe that Palantir's stock still has more upside after the latest rally, but only the Q2 results and an updated outlook for the year will properly show how much of this unprecedented demand will translate into monetary value.What's Next?We already see how other companies that became leaders of the generative AI field earlier this year have seen their estimates for the year greatly increase. Some analysts now believe that Microsoft (MSFT) would be able to generate an additional $20 billion in revenues thanks to the launch of a single generative AI feature for its core products, while others think that the company would even be able to double revenues for some of its flagship products in the following years. The street now also expects Nvidia (NVDA), which sells major GPUs on which generative AI applications run, to increase its EPS by ~138% Y/Y and grow its revenues by ~61% this fiscal year.Despite this, most analysts still have no idea how big of an impact the AIP sales would have on Palantir's overall performance. To this day, the street expects the company's revenues to increase only by 15.9% Y/Y in FY23, which is in-line with the previous estimates before the generative AI applications truly took off and increased in popularity. Therefore, it seems that analysts expect further guidance from the management before deciding whether to revise their forecasts.However, if Goldman Sachs (GS) is correct in its forecast that generative AI could raise the global GDP by 7%, then it's a clear sign that the industry would continue to expand, and new applications would be entering the market en masse in the following quarters. Therefore, if generative AI truly becomes an over $1 trillion market in the next decade, then Palantir's TAM would also greatly increase and its current market capitalization of ~$35 billion could be more than justified.That's likely one of the reasons why Palantir's shares haven't depreciated after the latest rally while Seeking Alpha's Quant system even gave the company's stock a rating of 'Strong Buy'. Add to all of this the fact that Wedbush recently decided to give Palantir a price target of $25 per share due to its competitive advantages in the coming AI revolution and we could conclude that the current AI premium at which its shares currently trade is more than justified.The Valuation DilemmaAt this stage, the only major risk associated with investing in Palantir is the lack of clear understanding about what is the true value of its business. My DCF model from May along with the street average forecasts that are based on previous assumptions show that Palantir's fair value is in the range of $9 per share to $12 per share, which is below the current market price of ~$18 per share. However, since the beginning of summer, the generative AI field has truly taken off, but the assumptions haven't been properly revised as Wall Street is not entirely sure how big of an impact AIP will have on Palantir's financials and its valuation.Considering this, it all comes down to whether the management would be able to convince the street why this rally has more legs to justify the current valuation at the upcoming earnings call in early August. I remain optimistic as there's a clear indication that the generative AI field would continue to expand at an aggressive rate and have a profound impact on our society. This should lead to the aggressive expansion of Palantir's TAM in the following years since the company already has a scalable product in the generative AI field that has experienced unprecedented demand since its launch a few months ago. If that's the case, then an upward revision of assumptions in my model would follow and would result in a much higher valuation that more than justifies the current market price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326016780091712,"gmtCreate":1720618026338,"gmtModify":1720619561622,"author":{"id":"4133159656893812","authorId":"4133159656893812","name":"Smert","avatar":"https://community-static.tradeup.com/news/97ee415ffeb5ae3f83795c25e38d4b78","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133159656893812","authorIdStr":"4133159656893812"},"themes":[],"htmlText":"thanks. very comprehensive and easy to understand.","listText":"thanks. very comprehensive and easy to understand.","text":"thanks. very comprehensive and easy to understand.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326016780091712","repostId":"2450836433","repostType":2,"repost":{"id":"2450836433","kind":"highlight","pubTimestamp":1720581548,"share":"https://ttm.financial/m/news/2450836433?lang=&edition=fundamental","pubTime":"2024-07-10 11:19","market":"us","language":"en","title":"BOIL: Wait To Play Winter Cooling Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2450836433","media":"seekingalpha","summary":"Justin Smith/iStock via Getty Images Trading natural gas is not or the faint of heart; there's a reason trading natural gas is often called a 'widow-maker' trade. However, natural gas prices are also ","content":"<html><body><p><figure><picture> <img fetchpriority=\"high\" height=\"1152px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Justin Smith/iStock via Getty Images</p></figcaption></figure></p> <p>Trading natural gas is not or the faint of heart; there's a reason trading natural gas is often called a 'widow-maker' trade. However, natural gas prices are also quite predictable in some ways as it is<span> mostly based on supply/demand factors and human behavior. In April, I </span>advised<span> investors that seasonality was favorable for trading short-term natural gas products like the ProShares Ultra Bloomberg Natural Gas ETF (</span><span>NYSEARCA:BOIL</span><span>) into June.</span></p> <p>Investors who followed my recommendation and bought the BOIL ETF on April 3rd (when my article was published) could have realized over 60% in total returns had they monetized at the peak in June (Figure 1).</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/9/54854261-17205664445987675.png\"/></span> </picture><figcaption><p>Figure 1 - BOIL delivered over 60% in total returns from April to June <span>(Seeking Alpha)</span></p></figcaption></figure></p> <p>However, I also warned investors not to overstay their welcome, as the BOIL<span> ETF is not for buy-and-hold strategies. If investors had held onto the BOIL ETF from April 3rd to today, they would have experienced negative total returns of -9.1%.</span></p> <p>Unfortunately, a decline in value for the BOIL ETF is actually the norm due to the fund's amortizing structure.</p> <h2>Brief Fund Overview</h2> <p>For those who are new to my articles or the BOIL ETF story, the ProShares Ultra Bloomberg Natural Gas ETF is a futures-based ETF that seeks to provide daily returns that are twice the return of the Bloomberg Natural Gas Subindex (\"Index\"). The index reflects the daily performance of a rolling position in front-month natural gas futures. As front-month futures contracts expire, the index mechanically replaces them with futures contracts with a later expiration.</p> <p>Figure 2 shows the current holdings of the BOIL ETF, which consists of 200% exposure to September 2024 futures and cash (Figure 2).</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/9/54854261-17205668245576441.png\"/></span> </picture><figcaption><p>Figure 2 - BOIL fund holdings <span>(proshares.com)</span></p></figcaption></figure></p> <h2>Not A Buy-And-Hold Fund</h2> <p>To reiterate my warning from the beginning of this article, the BOIL ETF is not suitable for long-term buy-and-hold investors. The main issue with the BOIL ETF (and other futures-based ETFs) is that future prices tend to be in contango, where prices farther out in maturity are more expensive (Figure 3).</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://www.cmegroup.com/content/dam/cmegroup/education/courses/images/what-is-contango-and-backwardation-fig01.jpg\"/> </picture><figcaption><p>Figure 3 - Ilustrative futures contango <span>(CME)</span></p></figcaption></figure></p> <p>So every time the near-month natural gas futures expire, the BOIL ETF must mechanically sell the expiring future at a lower price and buy a more expensive futures contract expiring at a later date as a replacement. This mechanical 'futures roll' process leads to the ETF suffering losses from 'roll decay' over time.</p> <p>A second issue with the BOIL ETF is the fact that it is leveraged. Levered ETFs have <em>'positive convexity'</em> in the direction of their exposure and <em>'volatility decay'</em> as they must rebalance their levered exposures every night.</p> <p>Using a mathematical example, assume an investor had invested $100 in BOIL. If the underlying index returns 5% on day 1, the position will grow to $110 (2 times 5% return). If the index returns -5% on day 2, the position will fall to $99, significantly less than twice the 2-day compounded loss of 0.25% or $99.50. This loss in value is called 'volatility decay'.</p> <p>Although 'volatility decay' is small on a day-to-day basis, for volatile assets like natural gas futures, the compounded slippage from volatility may be very significant.</p> <p>Traders considering the BOIL ETF should ensure they fully understand the tracking error risks involved with levered and futures-based commodity ETFs by consulting these FINRA and SEC warnings.</p> <h2>Natural Gas Seasonality Explained</h2> <p>For those new to natural gas trading, natural gas spot prices exhibit strong seasonality because the fuel is not as transportable as crude oil, and the demand for natural gas is driven by speculation around the summer cooling season and the winter heating season (Figure 4).</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/8/11/54854261-16917588919216738_origin.png\"/> </picture><figcaption><p>Figure 4 - Natural gas exhibits strong seasonality <span>(equityclock.com)</span></p></figcaption></figure></p> <p>In a typical year, speculators start to bet on summer cooling demand around March/April, and the speculative frenzy reaches a peak in June, just as actual cooling demand is realized.</p> <p>Then during the summer months of June and July, even though the weather may be very hot, spot natural gas prices tend to decline as reality is often not as bad as feared.</p> <p>A similar process begins in August as natural gas traders begin to speculate about winter heating demand. Winter speculation reaches a peak in late November/early December, and declines as actual heating demand is realized in January/February.</p> <p>While no two seasons are the precisely same, the general seasonality for natural gas prices is very pronounced and has rewarded me handsomely over the years.</p> <h2>Natural Gas Storage Pressuring Spot Prices</h2> <p>For now, I expect natural gas prices to remain soft for the next several weeks, as gas in storage has remained above the 5-year average due to strong production (Figure 5).</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/9/54854261-1720567822505246.png\"/></span> </picture><figcaption><p>Figure 5 - Natural gas in storage above seasonal levels <span>(EIA)</span></p></figcaption></figure></p> <p>For investors looking to take a long swing trade on the BOIL ETF or other related products like the United States Natural Gas Fund (UNG), I recommend they be patient and reassess the gas markets in August/September, to see how much gas has been drawn to fuel the summer cooling season and the prospects for the upcoming winter heating season.</p> <h2>Watch For Signs Of La Niña In Coming Months</h2> <p>For natural gas speculators, the wild cards disrupting seasonality patterns may be climate change and El Niño/La Niña effects. For those not familiar, El Niño and La Niña are climate patterns in the Pacific <a href=\"https://laohu8.com/S/1B6.SI\">Ocean</a> that can affect weather patterns worldwide.</p> <p>El Niño tends to cause dryer and hotter weather across the U.S. and Canada (Figure 6).</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/9/saupload_elnino.jpg\"/> </picture><figcaption><p>Figure 6 - El Nino weather patterns <span>(NOAA)</span></p></figcaption></figure></p> <p>In contrast, La Niña brings colder and wetter weather to North America (Figure 7).</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/9/saupload_lanina.jpg\"/> </picture><figcaption><p>Figure 7 - La Nina weather patterns <span>(NOAA)</span></p></figcaption></figure></p> <p>Last year's El Niño was one of the reasons why the North American winter we experienced in 2023/2024 was one of the mildest on record. However, El Niño conditions recently ended with sea temperatures returning to normal (Figure 8).</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/7/9/54854261-17205686942679386.png\"/></span> </picture><figcaption><p>Figure 8 - Sea temperatures are back to normal <span>(NOAA)</span></p></figcaption></figure></p> <p>Looking forward, according to the NOAA, there is a 65% chance that La Niña conditions may develop in the next few months. So investors looking to bet on a colder/wetter than normal winter season requiring more heating may want to keep a close eye on upcoming NOAA reports.</p> <h2>Conclusion</h2> <p>The bullish case for the BOIL ETF recently ended in June, as positive seasonality and El Niño conditions both concluded. Looking forward, I believe bullish investors need to be patient and wait for winter fuel demand speculation to start in late August/September before making another bet on BOIL.</p> <div></div> <p>This upcoming winter season could be fruitful, as there is currently a 65% chance of La Niña conditions developing for the upcoming winter season. Typically, La Niña winters are colder and wetter than normal, which could increase fuel demand. I rate BOIL a hold and will reassess in a few months.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BOIL: Wait To Play Winter Cooling Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBOIL: Wait To Play Winter Cooling Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-10 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4703253-boil-wait-to-play-winter-cooling-demand-proshares-ultra-bloomberg-natural-gas-etf><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Justin Smith/iStock via Getty Images Trading natural gas is not or the faint of heart; there's a reason trading natural gas is often called a 'widow-maker' trade. However, natural gas prices are also ...</p>\n\n<a href=\"https://seekingalpha.com/article/4703253-boil-wait-to-play-winter-cooling-demand-proshares-ultra-bloomberg-natural-gas-etf\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1402478442/image_1402478442.jpg","relate_stocks":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4550":"红杉资本持仓","BK4588":"碎股","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","BOIL":"两倍做多彭博天然气ETF-ProShares","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4561":"索罗斯持仓","UNG":"美国天然气基金","CME":"芝加哥商品交易所","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","BK4112":"金融交易所和数据","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","FDN":"First Trust Dow Jones Internet I","EIA":"Eaton Vance California Municip","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU1599440770.SGD":"FIDELITY GLOBAL DIVIDEND \"A\" (SGDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4585":"ETF&股票定投概念","LU1732800096.USD":"摩根大通环球收益基金A (irc)","BK4566":"资本集团","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD"},"source_url":"https://seekingalpha.com/article/4703253-boil-wait-to-play-winter-cooling-demand-proshares-ultra-bloomberg-natural-gas-etf","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450836433","content_text":"Justin Smith/iStock via Getty Images Trading natural gas is not or the faint of heart; there's a reason trading natural gas is often called a 'widow-maker' trade. However, natural gas prices are also quite predictable in some ways as it is mostly based on supply/demand factors and human behavior. In April, I advised investors that seasonality was favorable for trading short-term natural gas products like the ProShares Ultra Bloomberg Natural Gas ETF (NYSEARCA:BOIL) into June. Investors who followed my recommendation and bought the BOIL ETF on April 3rd (when my article was published) could have realized over 60% in total returns had they monetized at the peak in June (Figure 1).   Figure 1 - BOIL delivered over 60% in total returns from April to June (Seeking Alpha) However, I also warned investors not to overstay their welcome, as the BOIL ETF is not for buy-and-hold strategies. If investors had held onto the BOIL ETF from April 3rd to today, they would have experienced negative total returns of -9.1%. Unfortunately, a decline in value for the BOIL ETF is actually the norm due to the fund's amortizing structure. Brief Fund Overview For those who are new to my articles or the BOIL ETF story, the ProShares Ultra Bloomberg Natural Gas ETF is a futures-based ETF that seeks to provide daily returns that are twice the return of the Bloomberg Natural Gas Subindex (\"Index\"). The index reflects the daily performance of a rolling position in front-month natural gas futures. As front-month futures contracts expire, the index mechanically replaces them with futures contracts with a later expiration. Figure 2 shows the current holdings of the BOIL ETF, which consists of 200% exposure to September 2024 futures and cash (Figure 2).   Figure 2 - BOIL fund holdings (proshares.com) Not A Buy-And-Hold Fund To reiterate my warning from the beginning of this article, the BOIL ETF is not suitable for long-term buy-and-hold investors. The main issue with the BOIL ETF (and other futures-based ETFs) is that future prices tend to be in contango, where prices farther out in maturity are more expensive (Figure 3).   Figure 3 - Ilustrative futures contango (CME) So every time the near-month natural gas futures expire, the BOIL ETF must mechanically sell the expiring future at a lower price and buy a more expensive futures contract expiring at a later date as a replacement. This mechanical 'futures roll' process leads to the ETF suffering losses from 'roll decay' over time. A second issue with the BOIL ETF is the fact that it is leveraged. Levered ETFs have 'positive convexity' in the direction of their exposure and 'volatility decay' as they must rebalance their levered exposures every night. Using a mathematical example, assume an investor had invested $100 in BOIL. If the underlying index returns 5% on day 1, the position will grow to $110 (2 times 5% return). If the index returns -5% on day 2, the position will fall to $99, significantly less than twice the 2-day compounded loss of 0.25% or $99.50. This loss in value is called 'volatility decay'. Although 'volatility decay' is small on a day-to-day basis, for volatile assets like natural gas futures, the compounded slippage from volatility may be very significant. Traders considering the BOIL ETF should ensure they fully understand the tracking error risks involved with levered and futures-based commodity ETFs by consulting these FINRA and SEC warnings. Natural Gas Seasonality Explained For those new to natural gas trading, natural gas spot prices exhibit strong seasonality because the fuel is not as transportable as crude oil, and the demand for natural gas is driven by speculation around the summer cooling season and the winter heating season (Figure 4).   Figure 4 - Natural gas exhibits strong seasonality (equityclock.com) In a typical year, speculators start to bet on summer cooling demand around March/April, and the speculative frenzy reaches a peak in June, just as actual cooling demand is realized. Then during the summer months of June and July, even though the weather may be very hot, spot natural gas prices tend to decline as reality is often not as bad as feared. A similar process begins in August as natural gas traders begin to speculate about winter heating demand. Winter speculation reaches a peak in late November/early December, and declines as actual heating demand is realized in January/February. While no two seasons are the precisely same, the general seasonality for natural gas prices is very pronounced and has rewarded me handsomely over the years. Natural Gas Storage Pressuring Spot Prices For now, I expect natural gas prices to remain soft for the next several weeks, as gas in storage has remained above the 5-year average due to strong production (Figure 5).   Figure 5 - Natural gas in storage above seasonal levels (EIA) For investors looking to take a long swing trade on the BOIL ETF or other related products like the United States Natural Gas Fund (UNG), I recommend they be patient and reassess the gas markets in August/September, to see how much gas has been drawn to fuel the summer cooling season and the prospects for the upcoming winter heating season. Watch For Signs Of La Niña In Coming Months For natural gas speculators, the wild cards disrupting seasonality patterns may be climate change and El Niño/La Niña effects. For those not familiar, El Niño and La Niña are climate patterns in the Pacific Ocean that can affect weather patterns worldwide. El Niño tends to cause dryer and hotter weather across the U.S. and Canada (Figure 6).   Figure 6 - El Nino weather patterns (NOAA) In contrast, La Niña brings colder and wetter weather to North America (Figure 7).   Figure 7 - La Nina weather patterns (NOAA) Last year's El Niño was one of the reasons why the North American winter we experienced in 2023/2024 was one of the mildest on record. However, El Niño conditions recently ended with sea temperatures returning to normal (Figure 8).   Figure 8 - Sea temperatures are back to normal (NOAA) Looking forward, according to the NOAA, there is a 65% chance that La Niña conditions may develop in the next few months. So investors looking to bet on a colder/wetter than normal winter season requiring more heating may want to keep a close eye on upcoming NOAA reports. Conclusion The bullish case for the BOIL ETF recently ended in June, as positive seasonality and El Niño conditions both concluded. Looking forward, I believe bullish investors need to be patient and wait for winter fuel demand speculation to start in late August/September before making another bet on BOIL.  This upcoming winter season could be fruitful, as there is currently a 65% chance of La Niña conditions developing for the upcoming winter season. Typically, La Niña winters are colder and wetter than normal, which could increase fuel demand. I rate BOIL a hold and will reassess in a few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}