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yobobs
01-18
Lol. Wait and see first. There is a lot of runway to catch going up..
Alibaba: Is It Time To Be Greedy?
yobobs
2023-12-20
Why only watch? Buy buy and dump .
The Top 3 Stocks to Watch in 2024
yobobs
2023-11-03
Is this the start of the end for Fortinet?
Fortinet Shares Tank 17% After Forecasting Fourth-Quarter Revenue Below Estimates
yobobs
2023-10-24
Who says the Personal Computer is dead?
Nvidia to Challenge Intel With Arm-Based Processors for PCs
yobobs
2023-10-22
👍 go Sea..
Is Sea Limited Truly Undervalued Despite Peak Pessimism
yobobs
2023-10-01
Chpt can!
7 Stocks Analysts Predict Have 100% Upside
yobobs
2023-09-16
Yeah.. auto buy on dips
Palantir: What Are You Waiting For?
yobobs
2023-09-03
Yeah. GM reduced.
The 7 Most Promising Warren Buffett Stocks to Own Now
yobobs
2023-08-07
oh dear
Dan Loeb Surrendered But Meme Army Still Hits Bears for Millions
yobobs
2023-08-05
wait till apple unveil the iCar.. will you guys buy?
Apple Loses Historic $3 Trillion Crown as Sales Disappoint
yobobs
2023-07-31
😅👍 nice..
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yobobs
2023-07-11
nice read..
1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague
yobobs
2023-06-24
wait till it drops and grab?
Sorry, the original content has been removed
yobobs
2023-06-22
any stock that can make my cents/penny into $1M in 2033?
Sorry, the original content has been removed
yobobs
2023-05-22
wow
These 3 Ultra-High-Yield Dividend Stocks are Severely Underrated
yobobs
2023-05-08
go. go. go. need to pay the bills soon.
Sorry, the original content has been removed
yobobs
2023-05-03
why oh why
Guardforce AI Tumbled Over 58% in Premarket Trading
yobobs
2023-04-24
buy and hold
3 High-Quality Dividend Stocks to Buy and Hold for Life
yobobs
2023-04-22
don't tell me the shareholders eat a lot of durian somehow..
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yobobs
2023-04-20
the warning signs are written in the wall
Netflix Misses Subscriber Estimates, Reveals Password Crackdown to Hit U.S. in Q2
Go to Tiger App to see more news
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Wait and see first. There is a lot of runway to catch going up..","listText":"Lol. Wait and see first. There is a lot of runway to catch going up..","text":"Lol. Wait and see first. There is a lot of runway to catch going up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264444153405456","repostId":"2404378468","repostType":2,"repost":{"id":"2404378468","kind":"highlight","pubTimestamp":1705579200,"share":"https://ttm.financial/m/news/2404378468?lang=&edition=fundamental","pubTime":"2024-01-18 20:00","market":"us","language":"en","title":"Alibaba: Is It Time To Be Greedy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2404378468","media":"Seeking Alpha","summary":"Alibaba Group faces challenges from competition, political pressures, and macroeconomic softness, leading to underperformance.Despite recent financials falling short of expectations, there are positiv","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba Group faces challenges from competition, political pressures, and macroeconomic softness, leading to underperformance.</p></li><li><p>Despite recent financials falling short of expectations, there are positive dynamics in Alibaba's segment performance.</p></li><li><p>BABA is widely recognized as undervalued in the market. I believe the key catalyst for a turnaround will be margin expansion.</p></li><li><p>Even with the margin BABA has now, the company earns more than 16% of market capitalization in FCF. The margin of safety here looks insanely large, in my view.</p></li><li><p>Therefore, I suggest being greedy this time.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84b6aeab08dc480ef3a214462aadfcfd\" alt=\"Robert Way\" title=\"Robert Way\" tg-width=\"750\" tg-height=\"500\"/><span>Robert Way</span></p><h2 id=\"id_2747392152\">My Thesis</h2><p><strong>Alibaba Group</strong> (NYSE:BABA), one of the biggest Chinese and international e-commerce platforms, faces challenges from increased competition, political pressures, and macroeconomic softness, contributing to its underperformance in recent years. The stock is now trading more than 78% off its 2020 highs:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99ec6c912cb3bc01a3e16b68dd38c50d\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"435\"/><span>Data by YCharts</span></p><p>I believe this decline - its scale in particular - can no longer be explained by the company's weak fundamentals, which are likely to continue to reverse after the COVID crisis. I'm taking a risk when I write this, but <em>the BABA stock looks like a classic contrarian 'Buy' as it has a pretty comfortable margin of safety and growth prospects from its developed projects.</em></p><h2 id=\"id_3905707561\">My Reasoning</h2><p>First off, let me jump right to the recent financials of Alibaba.</p><p>The company's fiscal 2Q FY2024 results revealed a 9% YoY increase in revenue to RMB 224.7 billion. That translated to ~$30.8 billion (+6% YoY), falling short of the expected $31.05 billion. Non-GAAP earnings per ADS were $2.14, surpassing the consensus estimate of $2.09. Despite a positive response to the earnings beat, the company surprised investors by announcing it would not spin off its cloud business. Alibaba cited recent US export control expansions, restricting the export of advanced computing chips and semiconductor manufacturing equipment to China, as a major factor affecting its Cloud Intelligence Group's operations and financial outlook. As a result, the stock fell sharply post-earnings release and commentary.</p><p>However, I believe that in reality, not everything is as bad as it seems at first glance. I suggest one pays special attention to Alibaba's segment dynamics in Q2.</p><p>In case you don't know, Alibaba Group recently operated in 4 segments: Core Commerce, Cloud Computing, Digital Media & Entertainment, and Innovation Initiatives. But now they report results for 6 separate units:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aa6a2a3212a20d6677ccaeede14355\" alt=\"Alibaba's IR materials\" title=\"Alibaba's IR materials\" tg-width=\"640\" tg-height=\"228\"/><span>Alibaba's IR materials</span></p><p>In Q2 FY2024 the Taobao & Tmall Group (Core Commerce) demonstrated resilience with a +3% YoY growth in Customer Management Revenue (CMR), surpassing the modest decline in Gross Merchandise Volume (GMV). Merchants' continued investment in advertising, aided by Taobao-Tmall's ad-tech upgrade, drove improved merchant ROI and enhanced customer engagement. Despite the positive CMR growth, the group's EBITA increased by +3% to RMB 47.1 billion, resulting in a slight EBITA margin decline to 48.2% from 48.7% a year ago. This decline was attributed to ongoing investments in content and a strategy emphasizing price competitiveness, according to the management.</p><p>Alibaba's Cloud segment faced challenges, recording a modest +2.3% YoY growth in revenue. However, the strategic reduction in lower-margin project-based contract revenue streams contributed to a healthier margin, boosting the EBITA margin to 5.1% from 1.6% in the same quarter last year. The decision to terminate the full spin-off of Alibaba Cloud highlighted its ongoing importance to the company's strategy, focusing on higher-margin public cloud revenue growth with an emphasis on AI cloud computing.</p><p>Alibaba International Digital Commerce Group experienced robust growth, with a remarkable +53% YoY increase in revenue to RMB 24.5 billion. This growth was driven by a combination of retail order growth (+28% YoY) and solid performance across platforms such as Lazada, AliExpress, and Trendyol. Improvement in monetization contributed to an adjusted EBITA of RMB -384 million, reflecting a positive turnaround from RMB -748 million in the same quarter last year.</p><p>The Local Services Group demonstrated positive momentum, with a +16% YoY growth in revenue to RMB 15.6 billion. The group also narrowed its adjusted EBITA loss YoY to RMB -2.6 billion. This improvement was attributed to nearly 20% YoY growth in order volume and increased active customers. The positive performance of Ele.me and Amap contributed to the growth in the Local Services Group.</p><p>Based on the latest quarterly results of the company's divisions, I do not see any clearly pronounced negative aspects. Yes, investors didn't get the cloud spin-off, but then again, one can't say that management left everything as it was before. I think that the termination of the full spin-off will not diminish its strategic importance for Alibaba. The focus will shift to higher-margin revenue growth in the public cloud, with a focus on AI cloud computing. Goldman Sachs [November 2023, proprietary source] expects Alibaba Cloud revenue growth of 2-4% for 3Q and 4Q FY2024, with a reduction in revenue from project-based contracts. The analysts believe that the launch of "Wanxiangtai Unbounded" and the "return to Taobao" strategy could further drive growth.</p><p>Although Alibaba's plans to focus its operational growth on higher-margin initiatives have only just begun, the company is already on track to return its free cash flow to pre-COVID levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3151faff3c16dc31a808eca221b41fce\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><p>Given the recent positive developments in the still loss-making International Digital Commerce Group, I expect BABA to post margin expansion in the calendar 2024 year despite the challenges and skepticism of many market participants. According to YCharts, Alibaba's revenue growth rate next year is expected to be higher than its EBITDA growth rate over the same period, i.e. the opposite is expected, namely a decline in margin, despite management's obvious attempts to achieve the opposite.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/717fb99cf1694b59e34b2e22144c8a64\" alt=\"YCharts, Oakoff's notes\" title=\"YCharts, Oakoff's notes\" tg-width=\"640\" tg-height=\"404\"/><span>YCharts, Oakoff's notes</span></p><p>In general, I see an obvious discrepancy between market expectations. Wall Street consensus estimates point to earnings per share growth over the next 6 years at a CAGR of only 3.5%. Historically, Alibaba's EPS has grown at a CAGR of around 14.3% since 2014 (including TTM data). At the same time, investments in various high-growth projects such as Lazard showed a tendency to break even only in the past few quarters. That said, going forward, it would probably be reasonable to expect the company’s international business to transition to positive operating profit, which in turn would remove the headwind of EBITA growth.</p><p>But even if we assume that Wall Street is right and EPS will grow quite slowly over the next few years. The company has started to actively buy its shares from the market, albeit not to the extent that would satisfy current shareholders. But this creates a discrepancy: with stable positive EPS and FCF numbers, which even the consensus does not doubt, <em>the company has the ability to continue buying its shares from the market as actively as it does today.</em> And perhaps even more actively, we shall see. On this basis, I see only one course for the stock price going forward:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f77bfd19e18ca65722b4d58da7086e9a\" alt=\"YCharts, Oakoff's notes\" title=\"YCharts, Oakoff's notes\" tg-width=\"640\" tg-height=\"468\"/><span>YCharts, Oakoff's notes</span></p><p>Against the backdrop of the existing discrepancy between the share price performance and the company's business performance, we also see a very comfortable margin of safety: BABA stock has never been as cheap as it is today, considering the FCF yield and most other valuation metrics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57606c8f252f68d982039825abbb8bf5\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><p>And at the same time, we see "fear on the street" screaming that Chinese stocks are uninvestable. Yes, this is definitely a risk that one must always be aware of. But given the balance of power described above, I think investors should recall one famous saying, part of which I have included in the title of this article.</p><h2 id=\"id_4084325744\">Risks To My Thesis</h2><p>Investing in Alibaba stock comes with several risks that investors should carefully consider.</p><p>One significant risk is the potential for lower-than-expected GMV growth, which may be influenced by macroeconomic factors or increased competition. The dynamics of the retail market in China and the company's ability to monetize its operations pose additional risks, especially if monetization in China retail lags behind expectations.</p><p>Also, the company's focus on reorganization, while potentially beneficial for improving the execution of disparate businesses, introduces the risk of distraction and challenges. The sheer size of Alibaba raises concerns that the reorganization process could enable more focused competitors to gain market share. Additionally, the departure of Jack Ma, a key figure closely identified with the company, and the shift away from his integrated approach to business pose uncertainties.</p><p>Furthermore, the controlled economy of the People's Republic of China introduces regulatory uncertainties, and the company is subject to numerous regulations. The long-term risks associated with regulatory developments, especially in the context of ongoing global trade tensions, could impact Alibaba's business operations and growth trajectory.</p><p>So all interested investors need to carefully assess these risks before making any investment decisions regarding Alibaba.</p><h2 id=\"id_2344059679\">Your Takeaway</h2><p>The Alibaba stock is clearly not a risk-free idea. Its price chart also looks pretty ugly to anyone interested in technical analysis:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/138af402f15cd787150a991ccdc817ac\" alt=\"TrendSpider Software, BABA\" title=\"TrendSpider Software, BABA\" tg-width=\"640\" tg-height=\"303\"/><span>TrendSpider Software, BABA</span></p><p>But if you look at many fundamental factors, things turn out not to be so bad. Almost all of the company's divisions showed resilience in the last quarter and, most importantly, each of them has some prospects to increase the consolidated EBITA margin, which is still far from consensus. But even with the margin BABA has now, the company earns more than 16% of market capitalization in FCF. According to A.J. Button's calculations, if you add FCF and cash balance together, Alibaba only needs about 4 years to buy back all its stock - that's insanely fast. Therefore, BABA is highly undervalued by the market, which all market participants are aware of. However, I believe that it is margin expansion that will become a catalyst that will turn the stock around. Therefore, I suggest being greedy this time.</p><p><em>Good luck with your investments!</em></p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Alibaba: Is It Time To Be Greedy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Is It Time To Be Greedy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-18 20:00 GMT+8 <a href=https://seekingalpha.com/article/4663428-alibaba-its-time-to-be-greedy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group faces challenges from competition, political pressures, and macroeconomic softness, leading to underperformance.Despite recent financials falling short of expectations, there are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4663428-alibaba-its-time-to-be-greedy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4502":"阿里概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4505":"高瓴资本持仓","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BABA":"阿里巴巴","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4531":"中概回港概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","09988":"阿里巴巴-W","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4585":"ETF&股票定投概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4587":"ChatGPT概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4558":"双十一","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4220":"综合零售","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4588":"碎股","BK4526":"热门中概股","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4503":"景林资产持仓","BK4122":"互联网与直销零售"},"source_url":"https://seekingalpha.com/article/4663428-alibaba-its-time-to-be-greedy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2404378468","content_text":"Alibaba Group faces challenges from competition, political pressures, and macroeconomic softness, leading to underperformance.Despite recent financials falling short of expectations, there are positive dynamics in Alibaba's segment performance.BABA is widely recognized as undervalued in the market. I believe the key catalyst for a turnaround will be margin expansion.Even with the margin BABA has now, the company earns more than 16% of market capitalization in FCF. The margin of safety here looks insanely large, in my view.Therefore, I suggest being greedy this time.Robert WayMy ThesisAlibaba Group (NYSE:BABA), one of the biggest Chinese and international e-commerce platforms, faces challenges from increased competition, political pressures, and macroeconomic softness, contributing to its underperformance in recent years. The stock is now trading more than 78% off its 2020 highs:Data by YChartsI believe this decline - its scale in particular - can no longer be explained by the company's weak fundamentals, which are likely to continue to reverse after the COVID crisis. I'm taking a risk when I write this, but the BABA stock looks like a classic contrarian 'Buy' as it has a pretty comfortable margin of safety and growth prospects from its developed projects.My ReasoningFirst off, let me jump right to the recent financials of Alibaba.The company's fiscal 2Q FY2024 results revealed a 9% YoY increase in revenue to RMB 224.7 billion. That translated to ~$30.8 billion (+6% YoY), falling short of the expected $31.05 billion. Non-GAAP earnings per ADS were $2.14, surpassing the consensus estimate of $2.09. Despite a positive response to the earnings beat, the company surprised investors by announcing it would not spin off its cloud business. Alibaba cited recent US export control expansions, restricting the export of advanced computing chips and semiconductor manufacturing equipment to China, as a major factor affecting its Cloud Intelligence Group's operations and financial outlook. As a result, the stock fell sharply post-earnings release and commentary.However, I believe that in reality, not everything is as bad as it seems at first glance. I suggest one pays special attention to Alibaba's segment dynamics in Q2.In case you don't know, Alibaba Group recently operated in 4 segments: Core Commerce, Cloud Computing, Digital Media & Entertainment, and Innovation Initiatives. But now they report results for 6 separate units:Alibaba's IR materialsIn Q2 FY2024 the Taobao & Tmall Group (Core Commerce) demonstrated resilience with a +3% YoY growth in Customer Management Revenue (CMR), surpassing the modest decline in Gross Merchandise Volume (GMV). Merchants' continued investment in advertising, aided by Taobao-Tmall's ad-tech upgrade, drove improved merchant ROI and enhanced customer engagement. Despite the positive CMR growth, the group's EBITA increased by +3% to RMB 47.1 billion, resulting in a slight EBITA margin decline to 48.2% from 48.7% a year ago. This decline was attributed to ongoing investments in content and a strategy emphasizing price competitiveness, according to the management.Alibaba's Cloud segment faced challenges, recording a modest +2.3% YoY growth in revenue. However, the strategic reduction in lower-margin project-based contract revenue streams contributed to a healthier margin, boosting the EBITA margin to 5.1% from 1.6% in the same quarter last year. The decision to terminate the full spin-off of Alibaba Cloud highlighted its ongoing importance to the company's strategy, focusing on higher-margin public cloud revenue growth with an emphasis on AI cloud computing.Alibaba International Digital Commerce Group experienced robust growth, with a remarkable +53% YoY increase in revenue to RMB 24.5 billion. This growth was driven by a combination of retail order growth (+28% YoY) and solid performance across platforms such as Lazada, AliExpress, and Trendyol. Improvement in monetization contributed to an adjusted EBITA of RMB -384 million, reflecting a positive turnaround from RMB -748 million in the same quarter last year.The Local Services Group demonstrated positive momentum, with a +16% YoY growth in revenue to RMB 15.6 billion. The group also narrowed its adjusted EBITA loss YoY to RMB -2.6 billion. This improvement was attributed to nearly 20% YoY growth in order volume and increased active customers. The positive performance of Ele.me and Amap contributed to the growth in the Local Services Group.Based on the latest quarterly results of the company's divisions, I do not see any clearly pronounced negative aspects. Yes, investors didn't get the cloud spin-off, but then again, one can't say that management left everything as it was before. I think that the termination of the full spin-off will not diminish its strategic importance for Alibaba. The focus will shift to higher-margin revenue growth in the public cloud, with a focus on AI cloud computing. Goldman Sachs [November 2023, proprietary source] expects Alibaba Cloud revenue growth of 2-4% for 3Q and 4Q FY2024, with a reduction in revenue from project-based contracts. The analysts believe that the launch of \"Wanxiangtai Unbounded\" and the \"return to Taobao\" strategy could further drive growth.Although Alibaba's plans to focus its operational growth on higher-margin initiatives have only just begun, the company is already on track to return its free cash flow to pre-COVID levels.Data by YChartsGiven the recent positive developments in the still loss-making International Digital Commerce Group, I expect BABA to post margin expansion in the calendar 2024 year despite the challenges and skepticism of many market participants. According to YCharts, Alibaba's revenue growth rate next year is expected to be higher than its EBITDA growth rate over the same period, i.e. the opposite is expected, namely a decline in margin, despite management's obvious attempts to achieve the opposite.YCharts, Oakoff's notesIn general, I see an obvious discrepancy between market expectations. Wall Street consensus estimates point to earnings per share growth over the next 6 years at a CAGR of only 3.5%. Historically, Alibaba's EPS has grown at a CAGR of around 14.3% since 2014 (including TTM data). At the same time, investments in various high-growth projects such as Lazard showed a tendency to break even only in the past few quarters. That said, going forward, it would probably be reasonable to expect the company’s international business to transition to positive operating profit, which in turn would remove the headwind of EBITA growth.But even if we assume that Wall Street is right and EPS will grow quite slowly over the next few years. The company has started to actively buy its shares from the market, albeit not to the extent that would satisfy current shareholders. But this creates a discrepancy: with stable positive EPS and FCF numbers, which even the consensus does not doubt, the company has the ability to continue buying its shares from the market as actively as it does today. And perhaps even more actively, we shall see. On this basis, I see only one course for the stock price going forward:YCharts, Oakoff's notesAgainst the backdrop of the existing discrepancy between the share price performance and the company's business performance, we also see a very comfortable margin of safety: BABA stock has never been as cheap as it is today, considering the FCF yield and most other valuation metrics.Data by YChartsAnd at the same time, we see \"fear on the street\" screaming that Chinese stocks are uninvestable. Yes, this is definitely a risk that one must always be aware of. But given the balance of power described above, I think investors should recall one famous saying, part of which I have included in the title of this article.Risks To My ThesisInvesting in Alibaba stock comes with several risks that investors should carefully consider.One significant risk is the potential for lower-than-expected GMV growth, which may be influenced by macroeconomic factors or increased competition. The dynamics of the retail market in China and the company's ability to monetize its operations pose additional risks, especially if monetization in China retail lags behind expectations.Also, the company's focus on reorganization, while potentially beneficial for improving the execution of disparate businesses, introduces the risk of distraction and challenges. The sheer size of Alibaba raises concerns that the reorganization process could enable more focused competitors to gain market share. Additionally, the departure of Jack Ma, a key figure closely identified with the company, and the shift away from his integrated approach to business pose uncertainties.Furthermore, the controlled economy of the People's Republic of China introduces regulatory uncertainties, and the company is subject to numerous regulations. The long-term risks associated with regulatory developments, especially in the context of ongoing global trade tensions, could impact Alibaba's business operations and growth trajectory.So all interested investors need to carefully assess these risks before making any investment decisions regarding Alibaba.Your TakeawayThe Alibaba stock is clearly not a risk-free idea. Its price chart also looks pretty ugly to anyone interested in technical analysis:TrendSpider Software, BABABut if you look at many fundamental factors, things turn out not to be so bad. Almost all of the company's divisions showed resilience in the last quarter and, most importantly, each of them has some prospects to increase the consolidated EBITA margin, which is still far from consensus. But even with the margin BABA has now, the company earns more than 16% of market capitalization in FCF. According to A.J. Button's calculations, if you add FCF and cash balance together, Alibaba only needs about 4 years to buy back all its stock - that's insanely fast. Therefore, BABA is highly undervalued by the market, which all market participants are aware of. However, I believe that it is margin expansion that will become a catalyst that will turn the stock around. Therefore, I suggest being greedy this time.Good luck with your investments!Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253990992613480,"gmtCreate":1703046157634,"gmtModify":1703046161996,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Why only watch? Buy buy and dump .","listText":"Why only watch? Buy buy and dump .","text":"Why only watch? Buy buy and dump .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253990992613480","repostId":"2392184553","repostType":2,"repost":{"id":"2392184553","kind":"highlight","pubTimestamp":1703037600,"share":"https://ttm.financial/m/news/2392184553?lang=&edition=fundamental","pubTime":"2023-12-20 10:00","market":"us","language":"en","title":"The Top 3 Stocks to Watch in 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2392184553","media":"InvestorPlace","summary":"The share prices of these stocks to watch in 2024 can be expected to continue rising, propelled by strong catalysts.","content":"<html><head></head><body><ul style=\"\"><li><p>Here are the top three stocks to watch in 2024.</p></li><li><p><strong>Amazon</strong> (<strong>AMZN</strong>): The e-commerce company got its house in order during 2023 and is ready to grow in the coming year.</p></li><li><p><strong>Nio</strong> (<strong>NIO</strong>): The Chinese EV maker just got a much needed investment that will enable it to keep growing. </p></li><li><p><strong>Southwest Airlines</strong> (<strong>LUV</strong>): Air travel is back and this carrier just settled a lingering issue with the government that frees it up to focus on the future. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45fa740159f9d32ac482de49400f6e36\" alt=\"Source: Shutterstock\" title=\"Source: Shutterstock\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Shutterstock</span></p><p>It’s clear to anyone who follows the market which stocks outperformed in 2023. Artificial intelligence and weight loss drug companies led the way. But what about the year ahead? Which securities will ascend to new heights in 2024 and pull the market up with them? Analysts and market commentators are busy with their predictions and forecasts for the coming year. This led us to coming up with this list of stocks to watch in 2024.</p><p>Here at InvestorPlace, several names standout as potential winners in 2024. Companies that are leaders in their respective sector and have strong catalysts to propel them forward seem like safe bets. Many stocks are ending 2023 in the red and remain undervalued, making now a great time to buy. Here are the top three stocks to watch in 2024.</p><h2 id=\"id_77129831\">Amazon (AMZN)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d8c777beef9fcbe72151403c6646024\" alt=\"Source: Tada Images / Shutterstock.com\" title=\"Source: Tada Images / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Tada Images / Shutterstock.com</span></p><p>Multiple analysts on Wall Street are naming e-commerce giant <strong>Amazon</strong> (NASDAQ:<strong>AMZN</strong>) a top stock pick for 2024. This includes <strong>Piper Sandler </strong>(NYSE:<strong>PIPR</strong>), which has raised its price target on AMZN stock to $185 a share, implying 22% growth from current levels, while maintaining a “Buy” equivalent rating. Piper Sandler also named Amazon its top large cap stock pick for the year ahead. This makes sense as Amazon has spent much of 2023 readjusting its business after the pandemic and now looks ready to capitalize.</p><p>Not only has Amazon reduced its headcount, canceled expensive projects, and made its overall e-commerce operation leaner and more efficient, but it continues to push into new areas ranging from streaming to artificial intelligence (<strong>AI</strong>). Heading into 2024, Amazon looks positioned for a strong growth spurt that could send its share price higher. While AMZN stock has gained 78% in 2023, the share price remains nearly 20% below the all-time high it reached in July 2021 when CEO Andy Jassy took the helm.</p><h2 id=\"id_2992767258\">Nio (NIO)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/664699c936182824fe6177eca673f91c\" alt=\"Source: Michael Vi / Shutterstock.com\" title=\"Source: Michael Vi / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Michael Vi / Shutterstock.com</span></p><p>Chinese electric vehicle maker <strong>Nio </strong>(NYSE:<strong>NIO</strong>) has been on a bumpy road in 2023. Year-to-date, NIO stock is down 13%. However, the company just got a holiday gift that sent its share price up 12% and reignited hope for the coming year. The good news is that Nio is receiving a $2.2 billion investment from Abu Dhabi-based investor <strong>CYVN Holdings</strong>. The new investment increases CYVN’s holding in Nio to 20% after a previous investment of $738.5 million and a share purchase of $350 million earlier this year.</p><p>With the new investment, CYVN becomes the largest shareholder of Nio. It also gives CYVN the right to nominate two directors to the company’s board. More importantly, the investment solves a problem that had been weighing on NIO stock. For the past few months there had been concern that the cash-strapped EV maker would need to raise up to $3 billion of new capital. Now, it looks like Nio has the financing it needs to focus on growing and capturing market share both within China and globally.</p><h2 id=\"id_1383976392\">Southwest Airlines (LUV)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b55227b2d92513697681c746740eabb\" alt=\"Source: Felipe_Sanchez / Shutterstock.com\" title=\"Source: Felipe_Sanchez / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Felipe_Sanchez / Shutterstock.com</span></p><p>Airline travel in the United States has come all the way back from the ravages of the Covid-19 pandemic when borders were closed and aircraft sat idle on tarmacs around the world. Airlines in the U.S. transported a record number of people over the Thanksgiving weekend this year, while seven of the 10 busiest days for air travel in U.S. history have occurred in the past six months, according to data from the Transportation Security Administration (TSA) that screens passengers at airports across the country.</p><p>This is all to say that now is a good time to buy airline stocks. And a top recommendation is <strong>Southwest Airlines </strong>(NYSE:<strong>LUV</strong>). The carrier’s stock is well-positioned to fly high (<em>pun intended</em>) in 2024 after it agreed to a record $140 million settlement related to its December 2022 systemwide meltdown that led to thousands of flights being canceled and more than two million people being stranded. In a statement, Southwest Airlines said it has “learned from the event, and now can shift its entire focus to the future.”</p><p>Putting the December 2022 chaos behind it can only be a good thing for LUV stock, which is down 12% on the year and ready for a comeback.</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>The Top 3 Stocks to Watch in 2024</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Top 3 Stocks to Watch in 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-20 10:00 GMT+8 <a href=https://investorplace.com/2023/12/the-top-3-stocks-to-watch-in-2024/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are the top three stocks to watch in 2024.Amazon (AMZN): The e-commerce company got its house in order during 2023 and is ready to grow in the coming year.Nio (NIO): The Chinese EV maker just got...</p>\n\n<a href=\"https://investorplace.com/2023/12/the-top-3-stocks-to-watch-in-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","NIO":"蔚来","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","AMZN":"亚马逊","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4548":"巴美列捷福持仓","LUV":"西南航空","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4127":"投资银行业与经纪业","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4531":"中概回港概念","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4008":"航空公司","BK4534":"瑞士信贷持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0080751232.USD":"富达环球多元动力基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0052750758.USD":"富兰克林中国基金A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4220":"综合零售","BK4535":"淡马锡持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4538":"云计算","BK4559":"巴菲特持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4550":"红杉资本持仓"},"source_url":"https://investorplace.com/2023/12/the-top-3-stocks-to-watch-in-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2392184553","content_text":"Here are the top three stocks to watch in 2024.Amazon (AMZN): The e-commerce company got its house in order during 2023 and is ready to grow in the coming year.Nio (NIO): The Chinese EV maker just got a much needed investment that will enable it to keep growing. Southwest Airlines (LUV): Air travel is back and this carrier just settled a lingering issue with the government that frees it up to focus on the future. Source: ShutterstockIt’s clear to anyone who follows the market which stocks outperformed in 2023. Artificial intelligence and weight loss drug companies led the way. But what about the year ahead? Which securities will ascend to new heights in 2024 and pull the market up with them? Analysts and market commentators are busy with their predictions and forecasts for the coming year. This led us to coming up with this list of stocks to watch in 2024.Here at InvestorPlace, several names standout as potential winners in 2024. Companies that are leaders in their respective sector and have strong catalysts to propel them forward seem like safe bets. Many stocks are ending 2023 in the red and remain undervalued, making now a great time to buy. Here are the top three stocks to watch in 2024.Amazon (AMZN)Source: Tada Images / Shutterstock.comMultiple analysts on Wall Street are naming e-commerce giant Amazon (NASDAQ:AMZN) a top stock pick for 2024. This includes Piper Sandler (NYSE:PIPR), which has raised its price target on AMZN stock to $185 a share, implying 22% growth from current levels, while maintaining a “Buy” equivalent rating. Piper Sandler also named Amazon its top large cap stock pick for the year ahead. This makes sense as Amazon has spent much of 2023 readjusting its business after the pandemic and now looks ready to capitalize.Not only has Amazon reduced its headcount, canceled expensive projects, and made its overall e-commerce operation leaner and more efficient, but it continues to push into new areas ranging from streaming to artificial intelligence (AI). Heading into 2024, Amazon looks positioned for a strong growth spurt that could send its share price higher. While AMZN stock has gained 78% in 2023, the share price remains nearly 20% below the all-time high it reached in July 2021 when CEO Andy Jassy took the helm.Nio (NIO)Source: Michael Vi / Shutterstock.comChinese electric vehicle maker Nio (NYSE:NIO) has been on a bumpy road in 2023. Year-to-date, NIO stock is down 13%. However, the company just got a holiday gift that sent its share price up 12% and reignited hope for the coming year. The good news is that Nio is receiving a $2.2 billion investment from Abu Dhabi-based investor CYVN Holdings. The new investment increases CYVN’s holding in Nio to 20% after a previous investment of $738.5 million and a share purchase of $350 million earlier this year.With the new investment, CYVN becomes the largest shareholder of Nio. It also gives CYVN the right to nominate two directors to the company’s board. More importantly, the investment solves a problem that had been weighing on NIO stock. For the past few months there had been concern that the cash-strapped EV maker would need to raise up to $3 billion of new capital. Now, it looks like Nio has the financing it needs to focus on growing and capturing market share both within China and globally.Southwest Airlines (LUV)Source: Felipe_Sanchez / Shutterstock.comAirline travel in the United States has come all the way back from the ravages of the Covid-19 pandemic when borders were closed and aircraft sat idle on tarmacs around the world. Airlines in the U.S. transported a record number of people over the Thanksgiving weekend this year, while seven of the 10 busiest days for air travel in U.S. history have occurred in the past six months, according to data from the Transportation Security Administration (TSA) that screens passengers at airports across the country.This is all to say that now is a good time to buy airline stocks. And a top recommendation is Southwest Airlines (NYSE:LUV). The carrier’s stock is well-positioned to fly high (pun intended) in 2024 after it agreed to a record $140 million settlement related to its December 2022 systemwide meltdown that led to thousands of flights being canceled and more than two million people being stranded. In a statement, Southwest Airlines said it has “learned from the event, and now can shift its entire focus to the future.”Putting the December 2022 chaos behind it can only be a good thing for LUV stock, which is down 12% on the year and ready for a comeback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237425202716864,"gmtCreate":1699000828936,"gmtModify":1699000833342,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Is this the start of the end for Fortinet?","listText":"Is this the start of the end for Fortinet?","text":"Is this the start of the end for Fortinet?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237425202716864","repostId":"1150871206","repostType":2,"repost":{"id":"1150871206","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1699018935,"share":"https://ttm.financial/m/news/1150871206?lang=&edition=fundamental","pubTime":"2023-11-03 21:42","market":"us","language":"en","title":"Fortinet Shares Tank 17% After Forecasting Fourth-Quarter Revenue Below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1150871206","media":"Tiger Newspress","summary":"Cybersecurity firm Fortinet forecast fourth-quarter revenue below Wall Street estimates on Thursday, as it grapples with weak corporate spending in an uncertain economy, sending its shares down more t","content":"<html><head></head><body><p>Cybersecurity firm Fortinet forecast fourth-quarter revenue below Wall Street estimates on Thursday, as it grapples with weak corporate spending in an uncertain economy, sending its shares down more than 17% in morning trading on Friday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/112d41efdc5561ef2eb885ef18bc1533\" tg-width=\"781\" tg-height=\"631\"/></p><p>Fortinet is also facing intense competition from companies including <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and CrowdStrike Holdings for a slice of the cybersecurity market.</p><p>Added to that, analysts have said large customers of cybersecurity companies are opting for short-term deals to ensure safety of their IT systems against online threats as they keep a tight leash on their spending.</p><p style=\"text-align: start;\">Chief Financial Officer Keith Jensen said on an earnings call that Fortinet continues "to see increased deal scrutiny and longer sales cycles, which is constraining (the company's) near-term results."</p><p style=\"text-align: start;\">"We expect these longer sales cycles to continue along with the associated budgetary scrutiny," he added.</p><p style=\"text-align: start;\">The Sunnyvale, California-based company expects current-quarter revenue between $1.38 billion and $1.44 billion, while analysts were expecting $1.50 billion, according to LSEG data.</p><p style=\"text-align: start;\">Fortinet also cut its full-year revenue outlook to a range of $5.27 billion to $5.33 billion, from its prior forecast of $5.35 billion to $5.45 billion.</p><p style=\"text-align: start;\">Meanwhile, high-profile breaches at gambling giants MGM Resorts International (MGM.N), Caesars Entertainment (CZR.O) and the cleaning supplies maker Clorox (CLX.N) underlined the need for robust cyber safety solutions.</p><p style=\"text-align: start;\">Fortinet, however, raised its annual adjusted profit per share outlook in the range of $1.54 to $1.56, from a prior $1.49 to $1.53 per share.</p><p style=\"text-align: start;\">Third-quarter revenue stood at $1.33 billion, falling short of estimates of $1.35 billion.</p><p style=\"text-align: start;\">The company posted an adjusted profit of 41 cents per share, compared with estimates of 36 cents per share.</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>Fortinet Shares Tank 17% After Forecasting Fourth-Quarter Revenue Below Estimates</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\">\nFortinet Shares Tank 17% After Forecasting Fourth-Quarter Revenue Below Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-11-03 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cybersecurity firm Fortinet forecast fourth-quarter revenue below Wall Street estimates on Thursday, as it grapples with weak corporate spending in an uncertain economy, sending its shares down more than 17% in morning trading on Friday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/112d41efdc5561ef2eb885ef18bc1533\" tg-width=\"781\" tg-height=\"631\"/></p><p>Fortinet is also facing intense competition from companies including <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> and CrowdStrike Holdings for a slice of the cybersecurity market.</p><p>Added to that, analysts have said large customers of cybersecurity companies are opting for short-term deals to ensure safety of their IT systems against online threats as they keep a tight leash on their spending.</p><p style=\"text-align: start;\">Chief Financial Officer Keith Jensen said on an earnings call that Fortinet continues "to see increased deal scrutiny and longer sales cycles, which is constraining (the company's) near-term results."</p><p style=\"text-align: start;\">"We expect these longer sales cycles to continue along with the associated budgetary scrutiny," he added.</p><p style=\"text-align: start;\">The Sunnyvale, California-based company expects current-quarter revenue between $1.38 billion and $1.44 billion, while analysts were expecting $1.50 billion, according to LSEG data.</p><p style=\"text-align: start;\">Fortinet also cut its full-year revenue outlook to a range of $5.27 billion to $5.33 billion, from its prior forecast of $5.35 billion to $5.45 billion.</p><p style=\"text-align: start;\">Meanwhile, high-profile breaches at gambling giants MGM Resorts International (MGM.N), Caesars Entertainment (CZR.O) and the cleaning supplies maker Clorox (CLX.N) underlined the need for robust cyber safety solutions.</p><p style=\"text-align: start;\">Fortinet, however, raised its annual adjusted profit per share outlook in the range of $1.54 to $1.56, from a prior $1.49 to $1.53 per share.</p><p style=\"text-align: start;\">Third-quarter revenue stood at $1.33 billion, falling short of estimates of $1.35 billion.</p><p style=\"text-align: start;\">The company posted an adjusted profit of 41 cents per share, compared with estimates of 36 cents per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FTNT":"飞塔信息"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150871206","content_text":"Cybersecurity firm Fortinet forecast fourth-quarter revenue below Wall Street estimates on Thursday, as it grapples with weak corporate spending in an uncertain economy, sending its shares down more than 17% in morning trading on Friday.Fortinet is also facing intense competition from companies including Palo Alto Networks and CrowdStrike Holdings for a slice of the cybersecurity market.Added to that, analysts have said large customers of cybersecurity companies are opting for short-term deals to ensure safety of their IT systems against online threats as they keep a tight leash on their spending.Chief Financial Officer Keith Jensen said on an earnings call that Fortinet continues \"to see increased deal scrutiny and longer sales cycles, which is constraining (the company's) near-term results.\"\"We expect these longer sales cycles to continue along with the associated budgetary scrutiny,\" he added.The Sunnyvale, California-based company expects current-quarter revenue between $1.38 billion and $1.44 billion, while analysts were expecting $1.50 billion, according to LSEG data.Fortinet also cut its full-year revenue outlook to a range of $5.27 billion to $5.33 billion, from its prior forecast of $5.35 billion to $5.45 billion.Meanwhile, high-profile breaches at gambling giants MGM Resorts International (MGM.N), Caesars Entertainment (CZR.O) and the cleaning supplies maker Clorox (CLX.N) underlined the need for robust cyber safety solutions.Fortinet, however, raised its annual adjusted profit per share outlook in the range of $1.54 to $1.56, from a prior $1.49 to $1.53 per share.Third-quarter revenue stood at $1.33 billion, falling short of estimates of $1.35 billion.The company posted an adjusted profit of 41 cents per share, compared with estimates of 36 cents per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233777878253640,"gmtCreate":1698103610248,"gmtModify":1698103614827,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Who says the Personal Computer is dead?","listText":"Who says the Personal Computer is dead?","text":"Who says the Personal Computer is dead?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233777878253640","repostId":"2377674201","repostType":2,"repost":{"id":"2377674201","kind":"highlight","pubTimestamp":1698102235,"share":"https://ttm.financial/m/news/2377674201?lang=&edition=fundamental","pubTime":"2023-10-24 07:03","market":"us","language":"en","title":"Nvidia to Challenge Intel With Arm-Based Processors for PCs","url":"https://stock-news.laohu8.com/highlight/detail?id=2377674201","media":"Bloomberg","summary":"AMD also preparing Arm-based PC chips for 2025 debutNews sends shares of Arm higher, while Intel declinesA Nvidia Corp. HGX H100 artificial intelligence supercomputing graphics processing unit. Nvidia","content":"<html><head></head><body><ul style=\"\"><li><p>AMD also preparing Arm-based PC chips for 2025 debut</p></li><li><p>News sends shares of Arm higher, while Intel declines</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84ecf682f3d11f0494f0b43928d1947\" alt=\"A Nvidia Corp. HGX H100 artificial intelligence supercomputing graphics processing unit. \" title=\"A Nvidia Corp. HGX H100 artificial intelligence supercomputing graphics processing unit. \" tg-width=\"2000\" tg-height=\"1243\"/><span>A Nvidia Corp. HGX H100 artificial intelligence supercomputing graphics processing unit. </span></p><p style=\"text-align: start;\">Nvidia Corp. is using Arm Holdings Plc technology to develop chips that would challenge Intel Corp. processors in personal computers, ratcheting up competition between the two semiconductor makers, according to people familiar with the situation.</p><p style=\"text-align: start;\">Nvidia, whose artificial intelligence accelerator chips already dominate that market, is attempting to make central processing units for PCs, said the people, who asked not to be identified because the matter is private. The CPUs would run Microsoft Corp.’s Windows operating system and go on sale as soon as 2025.</p><p>Intel’s main rival in PCs, Advanced Micro Devices Inc., is now also working on Arm-based processors, according to the people. AMD currently licenses Intel’s technology.</p><p style=\"text-align: start;\">The news jarred investors, sending Intel shares down 3.1% on Monday, though it’s not the first attempt to use Arm technology — common on smartphones — to crack the PC processor industry. A number of companies have made a run at traditional PC processors over the years with little impact. Nvidia itself made a previous go at the market under former executive Rene Haas, who now runs Arm, more than a decade ago.</p><p style=\"text-align: start;\">Windows RT, which Microsoft announced at the CES show in 2011, was designed to run on Arm designs. The first of Microsoft’s Surface devices was based on that operating system and used an Nvidia Tegra chip. But the those early models didn’t catch on with consumers.</p><p style=\"text-align: start;\">Apple Inc., though, has provided a more recent model for how to replace Intel technology. The company switched from using Intel processors in its Mac computers with in-house designs that are based on Arm’s standards. And it has credited the change with boosting Mac sales. Qualcomm Inc., the biggest maker of phone chips, is currently the only other maker of Arm-based chips for Windows-based PCs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d25b54410c17a42a415328d884044014\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Reuters previously reported on Nvidia’s effort, which sent shares of Arm up 4.9% in New York. Nvidia gained 3.8%. Representatives of AMD, Arm and Nvidia declined to comment.</p><p>The move would attack Intel’s home turf at a difficult time for the pioneer of PC processors. Under Chief Executive Officer Pat Gelsinger, Intel has been fighting to regain market share and its technological edge. The addition of Nvidia and AMD to a field that includes Apple and Qualcomm only adds to its challenges.</p><p>Nvidia — the world’s most valuable chipmaker, with a market capitalization of about $1.1 trillion — is an increasingly formidable rival. The company used its dominance in graphics cards for video games to develop chips that can power AI computing. That’s led to an explosion in orders as tech companies around the world adopt artificial intelligence tools — and need more processing power to run them. Nvidia was the first chipmaker to pass a $1 trillion valuation earlier this year.</p><p style=\"text-align: start;\">Intel, in contrast, has seen its valuation slide in recent years. Even with a rally in 2023, the company currently stands at about $142 billion.</p><p style=\"text-align: start;\">And then there’s AMD. Under CEO Lisa Su, that company has shed its longtime reputation as a low-budget competitor to Intel and delivered several generations of products that have won market share. AMD had previously said it would consider Arm-based products but shelved that effort. More recently, Su has said that the company would produce custom products with combinations of technology, including Arm, if asked by customers.</p><p>Like Nvidia’s PC chips, Arm’s Arm-based processors could go on sale as early as 2025, people familiar with the matter said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia to Challenge Intel With Arm-Based Processors for PCs</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\">\nNvidia to Challenge Intel With Arm-Based Processors for PCs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-24 07:03 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-10-23/nvidia-to-take-on-intel-with-arm-based-pc-chips-reuters-says?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD also preparing Arm-based PC chips for 2025 debutNews sends shares of Arm higher, while Intel declinesA Nvidia Corp. HGX H100 artificial intelligence supercomputing graphics processing unit. Nvidia...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-10-23/nvidia-to-take-on-intel-with-arm-based-pc-chips-reuters-says?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","ARM":"ARM Holdings","BK4575":"芯片概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4543":"AI","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","BK4579":"人工智能","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4141":"半导体产品","BK4503":"景林资产持仓","SOXL":"三倍做多半导体ETF-Direxion Daily","BK4551":"寇图资本持仓","NVDA":"英伟达","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4581":"高盛持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4529":"IDC概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4515":"5G概念","BK4592":"伊斯兰概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","INTC":"英特尔","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4587":"ChatGPT概念"},"source_url":"https://www.bloomberg.com/news/articles/2023-10-23/nvidia-to-take-on-intel-with-arm-based-pc-chips-reuters-says?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2377674201","content_text":"AMD also preparing Arm-based PC chips for 2025 debutNews sends shares of Arm higher, while Intel declinesA Nvidia Corp. HGX H100 artificial intelligence supercomputing graphics processing unit. Nvidia Corp. is using Arm Holdings Plc technology to develop chips that would challenge Intel Corp. processors in personal computers, ratcheting up competition between the two semiconductor makers, according to people familiar with the situation.Nvidia, whose artificial intelligence accelerator chips already dominate that market, is attempting to make central processing units for PCs, said the people, who asked not to be identified because the matter is private. The CPUs would run Microsoft Corp.’s Windows operating system and go on sale as soon as 2025.Intel’s main rival in PCs, Advanced Micro Devices Inc., is now also working on Arm-based processors, according to the people. AMD currently licenses Intel’s technology.The news jarred investors, sending Intel shares down 3.1% on Monday, though it’s not the first attempt to use Arm technology — common on smartphones — to crack the PC processor industry. A number of companies have made a run at traditional PC processors over the years with little impact. Nvidia itself made a previous go at the market under former executive Rene Haas, who now runs Arm, more than a decade ago.Windows RT, which Microsoft announced at the CES show in 2011, was designed to run on Arm designs. The first of Microsoft’s Surface devices was based on that operating system and used an Nvidia Tegra chip. But the those early models didn’t catch on with consumers.Apple Inc., though, has provided a more recent model for how to replace Intel technology. The company switched from using Intel processors in its Mac computers with in-house designs that are based on Arm’s standards. And it has credited the change with boosting Mac sales. Qualcomm Inc., the biggest maker of phone chips, is currently the only other maker of Arm-based chips for Windows-based PCs.Reuters previously reported on Nvidia’s effort, which sent shares of Arm up 4.9% in New York. Nvidia gained 3.8%. Representatives of AMD, Arm and Nvidia declined to comment.The move would attack Intel’s home turf at a difficult time for the pioneer of PC processors. Under Chief Executive Officer Pat Gelsinger, Intel has been fighting to regain market share and its technological edge. The addition of Nvidia and AMD to a field that includes Apple and Qualcomm only adds to its challenges.Nvidia — the world’s most valuable chipmaker, with a market capitalization of about $1.1 trillion — is an increasingly formidable rival. The company used its dominance in graphics cards for video games to develop chips that can power AI computing. That’s led to an explosion in orders as tech companies around the world adopt artificial intelligence tools — and need more processing power to run them. Nvidia was the first chipmaker to pass a $1 trillion valuation earlier this year.Intel, in contrast, has seen its valuation slide in recent years. Even with a rally in 2023, the company currently stands at about $142 billion.And then there’s AMD. Under CEO Lisa Su, that company has shed its longtime reputation as a low-budget competitor to Intel and delivered several generations of products that have won market share. AMD had previously said it would consider Arm-based products but shelved that effort. More recently, Su has said that the company would produce custom products with combinations of technology, including Arm, if asked by customers.Like Nvidia’s PC chips, Arm’s Arm-based processors could go on sale as early as 2025, people familiar with the matter said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233137422536944,"gmtCreate":1697947009346,"gmtModify":1697947013874,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"👍 go Sea..","listText":"👍 go Sea..","text":"👍 go Sea..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233137422536944","repostId":"2377201972","repostType":2,"repost":{"id":"2377201972","kind":"highlight","pubTimestamp":1697941901,"share":"https://ttm.financial/m/news/2377201972?lang=&edition=fundamental","pubTime":"2023-10-22 10:31","market":"us","language":"en","title":"Is Sea Limited Truly Undervalued Despite Peak Pessimism","url":"https://stock-news.laohu8.com/highlight/detail?id=2377201972","media":"Seekingalpha","summary":"Sea Limited is one of the leading tech conglomerates in Southeast Asia, which operates its digital entertainment, e-commerce, and digital financial service businesses.Sea Limited is expected to publis","content":"<html><head></head><body><ul style=\"\"><li><p>Sea Limited is one of the leading tech conglomerates in Southeast Asia, which operates its digital entertainment, e-commerce, and digital financial service businesses.</p></li><li><p>Sea Limited is expected to publish its financial report for the third quarter of 2023 on November 16.</p></li><li><p>At the end of the second quarter of 2023, Sea's total debt was about $4.56 billion, up slightly from 2021.</p></li><li><p>Moreover, the company's Non-GAAP P/E [FWD] is 23.06x, which is 65.48% higher than the sector average, which is one of the factors indicating its overvaluation by Mr. Market even despite the growth of the company's gross margin in the last years.</p></li><li><p>We initiate our coverage of Sea Limited with a "hold" rating for the next 12 months.</p></li></ul><p>Sea Limited (NYSE: SE) is one of the leading tech conglomerates in Southeast Asia, which operates its digital entertainment, e-commerce, and digital financial service businesses.</p><p>The company continues to be an important player in transforming the global retail market, serving the diverse needs of tens of millions of customers. Sea's Shopee is the largest e-commerce platform in Southeast Asia and has also continued to actively expand its presence in Brazil since its launch in 2019.</p><p>The company's equally important business is SeaMoney, which, since 2014, has offered various digital financial services, including mobile wallet services, credit offerings, and payment processing services. These products are provided to customers through such financial services as ShopeePay, SeaInsure, and SeaBank, allowing the company to maintain a leading position in the market despite stricter competition.</p><p>Sea's third business is Garena, which is one of the largest developers of online games for mobile devices and PCs in genres such as multiplayer online battle arenas, MMORPGs, racing games, and more. Garena's expanding portfolio of games is reflected in the growth of its number of quarterly active users from the second half of 2022.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d1da64d9263915c94d85c71534dcdee\" tg-width=\"640\" tg-height=\"349\"/></p><p>Author's elaboration, based on quarterly securities reports</p><p>Sea Limited's slowing year-over-year revenue growth and the expected increase in expenses are raising concerns among financial market participants about its management's ability to maintain an operating income increase in the coming quarters. So, at the earnings call, Yanjun Wang said the following regarding the growth of investments aimed at developing the company's e-commerce platform.</p><blockquote><p>Why we -- in terms of take rates, as Tony probably already observed, we continue to see uptick in terms of advertisement and also so much spending on our platform, and therefore, the core marketplace revenue continues to grow as a result. But of course, there is some impact on the VAS revenue because of our ramp-up investment in logistics spending which affects due to GAAP accounting and netting off effects VAS GAAP revenue.</p></blockquote><p>On the other hand, large institutional investors such as Capital Research Global Investors, Baillie Gifford, FMR, Sands Capital Management, and Blackrock collectively owned 20.48% of the company at the end of June 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e298d8592af98fee930b0d4397eba7ca\" tg-width=\"640\" tg-height=\"535\"/></p><p>Author's elaboration, based on Yahoo Finance</p><p>After the end of the acute stage of COVID-19, the company's management continues to disappoint investors with its financial results. So, the second quarter of 2023 was no exception, showing extremely negative results, as Sea's revenue and EPS failed to exceed analysts' expectations.</p><p>Sea Limited is expected to publish its financial report for the third quarter of 2023 on November 16. According to Seeking Alpha, Sea's revenue for the third quarter of 2023 is expected to be $3.09-$3.45 billion, up 7% year-over-year and in line with analysts' expectations for the previous quarter. At the same time, per our model, the company's total revenue will be within this range, amounting to $3.3 billion.</p><p>Sea's year-over-year revenue growth will mainly be driven by increased demand for its credit products, growth in the number of quarterly paying users of Garena, and a surge in the number of Shopee users.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2077741ecef86df33b5ab1c3aff8236d\" tg-width=\"640\" tg-height=\"302\"/></p><p>Author's elaboration, based on Seeking Alpha</p><p>We expect the company's operating profit margin to reach 8.5% in 2023. Furthermore, in 2024, this financial metric will increase to 9.4%, thanks to an increase in the number of new products and services of Sea, which will help attract new users in Brazil and Southeast Asia, reduce inflation, and growth in consumer spending around the world as central banks begin to cut interest rates.</p><p>According to Seeking Alpha, Sea Limited's Q3 EPS is expected to range from -$0.3 to $0.71, down 77.5% from the Q2 2023 consensus estimate. Moreover, according to our model, Sea's EPS will be in the median of this range and reach $0.35.</p><p>Moreover, the company's Non-GAAP P/E [FWD] is 23.06x, which is 65.48% higher than the sector average, which is one of the factors indicating its overvaluation by Mr. Market even despite the growth of the company's gross margin in the last years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0ff8d6580b9f7ce97b3f6eb998602ca\" tg-width=\"640\" tg-height=\"279\"/></p><p>Author's elaboration, based on Seeking Alpha</p><p>Although Sea does not repurchase its shares, one of its key advantages relative to companies in the communications sector is its relatively low debt. At the end of the second quarter of 2023, Sea's total debt was about $4.56 billion, up slightly from 2021.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b1238a7810f73c215cfc637e82d867b\" tg-width=\"640\" tg-height=\"281\"/></p><p>Author's elaboration, based on Seeking Alpha</p><p>Moreover, given the company's total cash and short-term investments of approximately $5.7 billion and its growing operating income margin yearly, we do not expect Sea Limited to have difficulty paying off the convertible notes maturing between 2024 and 2026.</p><h2 id=\"id_1179232358\">Conclusion</h2><p>Sea Limited is one of the leading tech conglomerates in Southeast Asia, which operates its digital entertainment, e-commerce, and digital financial service businesses.</p><p>Sea's slowing year-over-year revenue growth and the expected increase in expenses are raising concerns among financial market participants about its management's ability to maintain an operating income increase in the coming quarters. As a result, the company's share price has fallen by more than 43% over the past six months, underperforming key competitors such as Bilibili (BILI) and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> (TTWO).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0716c94f5219402f272c077f8c0d579c\" tg-width=\"640\" tg-height=\"214\"/></p><p>Author's elaboration, based on Seeking Alpha</p><p>On the other hand, despite all the difficulties the company has faced in recent months due to increased competition in the global e-commerce market, its debt remains stable, which is extremely important in the current period of rising geopolitical tensions in the Middle East and the South China Sea.</p><p>We initiate our coverage of Sea Limited with a "hold" rating for the next 12 months.</p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Is Sea Limited Truly Undervalued Despite Peak Pessimism</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Sea Limited Truly Undervalued Despite Peak Pessimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-22 10:31 GMT+8 <a href=https://seekingalpha.com/article/4642378-sea-limited-undervalued-peak-pessimism><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Limited is one of the leading tech conglomerates in Southeast Asia, which operates its digital entertainment, e-commerce, and digital financial service businesses.Sea Limited is expected to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4642378-sea-limited-undervalued-peak-pessimism\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4642378-sea-limited-undervalued-peak-pessimism","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2377201972","content_text":"Sea Limited is one of the leading tech conglomerates in Southeast Asia, which operates its digital entertainment, e-commerce, and digital financial service businesses.Sea Limited is expected to publish its financial report for the third quarter of 2023 on November 16.At the end of the second quarter of 2023, Sea's total debt was about $4.56 billion, up slightly from 2021.Moreover, the company's Non-GAAP P/E [FWD] is 23.06x, which is 65.48% higher than the sector average, which is one of the factors indicating its overvaluation by Mr. Market even despite the growth of the company's gross margin in the last years.We initiate our coverage of Sea Limited with a \"hold\" rating for the next 12 months.Sea Limited (NYSE: SE) is one of the leading tech conglomerates in Southeast Asia, which operates its digital entertainment, e-commerce, and digital financial service businesses.The company continues to be an important player in transforming the global retail market, serving the diverse needs of tens of millions of customers. Sea's Shopee is the largest e-commerce platform in Southeast Asia and has also continued to actively expand its presence in Brazil since its launch in 2019.The company's equally important business is SeaMoney, which, since 2014, has offered various digital financial services, including mobile wallet services, credit offerings, and payment processing services. These products are provided to customers through such financial services as ShopeePay, SeaInsure, and SeaBank, allowing the company to maintain a leading position in the market despite stricter competition.Sea's third business is Garena, which is one of the largest developers of online games for mobile devices and PCs in genres such as multiplayer online battle arenas, MMORPGs, racing games, and more. Garena's expanding portfolio of games is reflected in the growth of its number of quarterly active users from the second half of 2022.Author's elaboration, based on quarterly securities reportsSea Limited's slowing year-over-year revenue growth and the expected increase in expenses are raising concerns among financial market participants about its management's ability to maintain an operating income increase in the coming quarters. So, at the earnings call, Yanjun Wang said the following regarding the growth of investments aimed at developing the company's e-commerce platform.Why we -- in terms of take rates, as Tony probably already observed, we continue to see uptick in terms of advertisement and also so much spending on our platform, and therefore, the core marketplace revenue continues to grow as a result. But of course, there is some impact on the VAS revenue because of our ramp-up investment in logistics spending which affects due to GAAP accounting and netting off effects VAS GAAP revenue.On the other hand, large institutional investors such as Capital Research Global Investors, Baillie Gifford, FMR, Sands Capital Management, and Blackrock collectively owned 20.48% of the company at the end of June 2023.Author's elaboration, based on Yahoo FinanceAfter the end of the acute stage of COVID-19, the company's management continues to disappoint investors with its financial results. So, the second quarter of 2023 was no exception, showing extremely negative results, as Sea's revenue and EPS failed to exceed analysts' expectations.Sea Limited is expected to publish its financial report for the third quarter of 2023 on November 16. According to Seeking Alpha, Sea's revenue for the third quarter of 2023 is expected to be $3.09-$3.45 billion, up 7% year-over-year and in line with analysts' expectations for the previous quarter. At the same time, per our model, the company's total revenue will be within this range, amounting to $3.3 billion.Sea's year-over-year revenue growth will mainly be driven by increased demand for its credit products, growth in the number of quarterly paying users of Garena, and a surge in the number of Shopee users.Author's elaboration, based on Seeking AlphaWe expect the company's operating profit margin to reach 8.5% in 2023. Furthermore, in 2024, this financial metric will increase to 9.4%, thanks to an increase in the number of new products and services of Sea, which will help attract new users in Brazil and Southeast Asia, reduce inflation, and growth in consumer spending around the world as central banks begin to cut interest rates.According to Seeking Alpha, Sea Limited's Q3 EPS is expected to range from -$0.3 to $0.71, down 77.5% from the Q2 2023 consensus estimate. Moreover, according to our model, Sea's EPS will be in the median of this range and reach $0.35.Moreover, the company's Non-GAAP P/E [FWD] is 23.06x, which is 65.48% higher than the sector average, which is one of the factors indicating its overvaluation by Mr. Market even despite the growth of the company's gross margin in the last years.Author's elaboration, based on Seeking AlphaAlthough Sea does not repurchase its shares, one of its key advantages relative to companies in the communications sector is its relatively low debt. At the end of the second quarter of 2023, Sea's total debt was about $4.56 billion, up slightly from 2021.Author's elaboration, based on Seeking AlphaMoreover, given the company's total cash and short-term investments of approximately $5.7 billion and its growing operating income margin yearly, we do not expect Sea Limited to have difficulty paying off the convertible notes maturing between 2024 and 2026.ConclusionSea Limited is one of the leading tech conglomerates in Southeast Asia, which operates its digital entertainment, e-commerce, and digital financial service businesses.Sea's slowing year-over-year revenue growth and the expected increase in expenses are raising concerns among financial market participants about its management's ability to maintain an operating income increase in the coming quarters. As a result, the company's share price has fallen by more than 43% over the past six months, underperforming key competitors such as Bilibili (BILI) and Take-Two Interactive Software (TTWO).Author's elaboration, based on Seeking AlphaOn the other hand, despite all the difficulties the company has faced in recent months due to increased competition in the global e-commerce market, its debt remains stable, which is extremely important in the current period of rising geopolitical tensions in the Middle East and the South China Sea.We initiate our coverage of Sea Limited with a \"hold\" rating for the next 12 months.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":225549446811712,"gmtCreate":1696146481955,"gmtModify":1696146486459,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Chpt can!","listText":"Chpt can!","text":"Chpt can!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/225549446811712","repostId":"2372046993","repostType":2,"repost":{"id":"2372046993","kind":"highlight","pubTimestamp":1696129744,"share":"https://ttm.financial/m/news/2372046993?lang=&edition=fundamental","pubTime":"2023-10-01 11:09","market":"us","language":"en","title":"7 Stocks Analysts Predict Have 100% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2372046993","media":"InvestorPlace","summary":"While you always need to conduct your own due diligence, these analyst-backed stocks with upside potential could double in value.","content":"<html><head></head><body><p>Although no one investment resource represents the end-all, be-all of the guidance spectrum, analyst-backed stocks with upside can be lucrative. In this case, we’re not talking about conservative targets of 8% growth a year. No, we’re dialing up the risk-reward factor to 100% (or greater) return potential.</p><p>Yes, even analyst predictions can get a little spicey at times. To be sure, a lot of these suits would prefer talking about blue chips and their established and predictable businesses. But if you really want to make a name for yourself – think Michael Burry and the housing market crash – you got to issue some bold bets.</p><p>Of course, just because an expert likes a particular company doesn’t mean you should ignore common sense. Perform your due diligence but also keep an eye out for these compelling stocks with upside potential.</p><h2 id=\"id_102373196\">NerdWallet (NRDS)</h2><p>A personal finance company, <strong>NerdWallet</strong> (NASDAQ: <strong>NRDS</strong>) seems awfully intriguing at this hour. For full disclosure, shares slipped more than 9% so it’s not exactly the most encouraging enterprise. However, the financial guidance angle offers much relevance because of the current state of affairs. With Americans collectively carrying over $1 trillion in credit card debt, many households can use some money management strategies.</p><p>On a financial note, NerdWallet brings some attractive financial metrics to the table. For example, the company’s three-year revenue growth rate comes in at 23.8%, ranked better than 73.93% of enterprises in the interactive media industry. Even with this outsized performance, NRDS trades at only 1.11X trailing-year revenue, below the sector median of 2.1x. Also, it’s worth pointing out that NerdWallet carries zero debt on its books. As a result, it features a strong Altman Z-Score of 10.59, indicating financial stability.</p><p>Finally, analysts rate NRDS a strong buy with a $17.20 price target, implying 97% growth over the next 12 months. Thus, it’s one of the top analyst predictions.</p><h2 id=\"id_2834851396\">JD.com (JD)</h2><p>An e-commerce giant, <strong>JD.com</strong> (NASDAQ: <strong>JD</strong>) is one of the powerhouse enterprises in China. Ordinarily, that would be a positive attribute. Unfortunately, the nation’s economy is slowing. Moreover, experts project lower growth in 2030 and 2050, which set off some alarm bells. Based on this context, it’s perhaps unsurprising that JD fell more than 50% since the start of the year.</p><p>Nevertheless, for the contrarian investor, JD could be intriguing. First, shares trade at a forward earnings multiple of 8.69x, lower than 78% of its retail peers. To be fair, if JD fails to recover, this “cheap” multiple could later represent a value trap. At the same time, the company’s three-year revenue growth rate stands at 19.4%, above 82% of sector rivals. Also, shares trade at 0.3X sales, which may be undervalued enough to entice some gamblers.</p><p>Notably, analysts are willing to take that bet as one of the stocks with an upside, pegging JD as a consensus strong buy. Also, the average price target comes in at $57.21, implying over 100% returns.</p><h2 id=\"id_3935123591\">Nuvei (NVEI)</h2><p>Based in Montreal, Canada, <strong>Nuvei</strong> (NASDAQ: <strong>NVEI</strong>) is a payment processor. Per its public profile, the company provides businesses with pay-in and payout options, including card issuing, banking, risk and fraud management services. Further, Nuvei enables said business clients to accept more than 570 alternative payment methods. Given the rapid pace of digitalization, NVEI seems pertinent.</p><p>It may well be. However, the market has other ideas. Since the January opener, NVEI fell nearly 42%. In the trailing one-year period, shares slipped almost 46%. Even worse, investment data aggregator Gurufocus warned its readers that Nuvei could be a possible value trap. Therefore, prospective buyers need to apply caution with NVEI’s forward multiple of 7.13x. Still, what’s intriguing here is that during the past three years, Nuvei posted revenue and EBITDA growth of 45.7% and 75.4%, respectively. Both stats rank well above their respective industry averages.</p><p>Lastly, analysts peg NVEI as a strong buy with a $31.25 target, implying 110% growth. Thus, it’s one of the stocks with upside potential.</p><h2 id=\"id_990015218\">Planet Labs (PL)</h2><p>Although risky, space economy participant <strong>Planet Labs</strong> (NYSE: <strong>PL</strong>) easily ranks among the analyst-backed stocks with upside. Specializing in miniature satellites, the company primarily offers Earth imaging services. Now, that might sound boring as heck. However, it’s been involved in much spicier affairs, such as the tracking of illicit oil entering North Korea.</p><p>Even with the proven relevance, the market isn’t having any of it. Since the January opener, PL lost more than 42% of its equity value. In the past 365 days, shares surrendered more than 52%, undoubtedly frustrating stakeholders. Still, patience may be a virtue.</p><p>I’m not going to sit here and say that Planet Labs offers sterling financials. Obviously, its deeply negative operating and net margins contradict such a notion. However, the company has a solid balance sheet, particularly a cash-to-debt ratio of 13.93x. That’s ranked better than 81.79% of its peers. And among analyst predictions, PL scores a unanimous strong buy view. The price target clocks in at $5.48, implying almost 112% upside.</p><h2 id=\"id_4167372882\">ChargePoint (CHPT)</h2><p>Both a compelling and astonishingly agonizing idea among expert-backed stocks with upside, <strong>ChargePoint</strong> (NYSE: <strong>CHPT</strong>) provides charging solutions for electric vehicles. On paper, ChargePoint addresses the chicken-and-egg dilemma of the EV rollout. In order to build more EVs, public infrastructure must be adequate. But to justify the development of infrastructure requires more EVs to be built.</p><p>During the first (complete) year of the COVID-19 crisis, CHPT skyrocketed due to the logically bullish implications. However, these days, investors are less impressed. Since the January opener, CHPT slipped more than 45%. In the past 365 days, it collapsed to the tune of almost 67%.</p><p>More people now question the justification for why CHPT ranks among the stocks with upside, especially with the negative margins. Still, the top line remains robust, which could be ChargePoint’s saving grace. Turning to analyst predictions, Wall Street’s finest rate CHPT as a consensus strong buy. Also, the price target lands at $10.98, implying over 120% upside potential.</p><h2 id=\"id_716507603\"><a href=\"https://laohu8.com/S/PRTS\">CarParts</a>.com (PRTS)</h2><p>At first glance, <strong>CarParts.com</strong> (NASDAQ: <strong>PRTS</strong>) doesn’t appear a logical play for stocks with upside. However, the red ink printed on the charts needs clarification. Yes, since the January opener, PRTS has given up nearly 35% of its equity value, which doesn’t lend itself to encouragement. However, since June 9, PRTS actually gained just under 6%.</p><p>No, this return isn’t anything to write home about. However, it may suggest a pivot in the narrative. With inflation still imposing a stubborn headwind against consumer sentiment, people are less likely to buy new replacement vehicles. With these same households incentivized to keep their rides running for as long as possible, CarParts.com may see rising demand. Also, the financials – while challenging – aren’t all that bad. For example, its three-year revenue growth rate comes in at 15.9%, above 77.58% of rivals. Nevertheless, PRTS also trades at 0.33x trailing-year sales.</p><p>Regarding analyst predictions, PRTS is another unanimous strong buy. The average price target of $9.83 implies nearly 141% growth potential.</p><h2 id=\"id_1844007294\">Silvercorp Metals (SVM)</h2><p>Headquartered in Vancouver, British Columbia, Canada, <strong>Silvercorp Metals</strong> (NYSEAMERICAN: <strong>SVM</strong>) puts its crosshairs on the China-focused precious metals market. Engaged in the acquisition, exploration, and development of silver-containing properties, Silvercorp is China’s largest primary silver producer. Of course, because of the hawkish monetary policy, the relative strength of the dollar has hurt SVM.</p><p>Since the start of the year, shares stumbled more than 21%. In the past one-year period, the positive return has now withered to just under 6%. However, given China’s industrial and economic ambitions, Silvercorp could be interesting. After all, silver represents an excellent conductor of electricity. Thus, rising EV production should translate to higher silver prices. In all fairness, Silvercorp has decent financials though few stats that pop out. The one that does is its operating margin of 26%, beating out 86.59% of its rivals.</p><p>Lastly, analysts peg SVM as a unanimous strong buy with a $5.92 price target, implying nearly 151% growth potential.</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>7 Stocks Analysts Predict Have 100% Upside</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\">\n7 Stocks Analysts Predict Have 100% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-01 11:09 GMT+8 <a href=https://investorplace.com/2023/09/7-stocks-analysts-predict-have-100-upside/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Although no one investment resource represents the end-all, be-all of the guidance spectrum, analyst-backed stocks with upside can be lucrative. In this case, we’re not talking about conservative ...</p>\n\n<a href=\"https://investorplace.com/2023/09/7-stocks-analysts-predict-have-100-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PRTS":"CarParts","PL":"Planet Labs Pbc","CHPT":"ChargePoint Holdings Inc.","SVM":"希尔威","JD":"京东","NVEI":"Nuvei Corp","NRDS":"NerdWallet"},"source_url":"https://investorplace.com/2023/09/7-stocks-analysts-predict-have-100-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2372046993","content_text":"Although no one investment resource represents the end-all, be-all of the guidance spectrum, analyst-backed stocks with upside can be lucrative. In this case, we’re not talking about conservative targets of 8% growth a year. No, we’re dialing up the risk-reward factor to 100% (or greater) return potential.Yes, even analyst predictions can get a little spicey at times. To be sure, a lot of these suits would prefer talking about blue chips and their established and predictable businesses. But if you really want to make a name for yourself – think Michael Burry and the housing market crash – you got to issue some bold bets.Of course, just because an expert likes a particular company doesn’t mean you should ignore common sense. Perform your due diligence but also keep an eye out for these compelling stocks with upside potential.NerdWallet (NRDS)A personal finance company, NerdWallet (NASDAQ: NRDS) seems awfully intriguing at this hour. For full disclosure, shares slipped more than 9% so it’s not exactly the most encouraging enterprise. However, the financial guidance angle offers much relevance because of the current state of affairs. With Americans collectively carrying over $1 trillion in credit card debt, many households can use some money management strategies.On a financial note, NerdWallet brings some attractive financial metrics to the table. For example, the company’s three-year revenue growth rate comes in at 23.8%, ranked better than 73.93% of enterprises in the interactive media industry. Even with this outsized performance, NRDS trades at only 1.11X trailing-year revenue, below the sector median of 2.1x. Also, it’s worth pointing out that NerdWallet carries zero debt on its books. As a result, it features a strong Altman Z-Score of 10.59, indicating financial stability.Finally, analysts rate NRDS a strong buy with a $17.20 price target, implying 97% growth over the next 12 months. Thus, it’s one of the top analyst predictions.JD.com (JD)An e-commerce giant, JD.com (NASDAQ: JD) is one of the powerhouse enterprises in China. Ordinarily, that would be a positive attribute. Unfortunately, the nation’s economy is slowing. Moreover, experts project lower growth in 2030 and 2050, which set off some alarm bells. Based on this context, it’s perhaps unsurprising that JD fell more than 50% since the start of the year.Nevertheless, for the contrarian investor, JD could be intriguing. First, shares trade at a forward earnings multiple of 8.69x, lower than 78% of its retail peers. To be fair, if JD fails to recover, this “cheap” multiple could later represent a value trap. At the same time, the company’s three-year revenue growth rate stands at 19.4%, above 82% of sector rivals. Also, shares trade at 0.3X sales, which may be undervalued enough to entice some gamblers.Notably, analysts are willing to take that bet as one of the stocks with an upside, pegging JD as a consensus strong buy. Also, the average price target comes in at $57.21, implying over 100% returns.Nuvei (NVEI)Based in Montreal, Canada, Nuvei (NASDAQ: NVEI) is a payment processor. Per its public profile, the company provides businesses with pay-in and payout options, including card issuing, banking, risk and fraud management services. Further, Nuvei enables said business clients to accept more than 570 alternative payment methods. Given the rapid pace of digitalization, NVEI seems pertinent.It may well be. However, the market has other ideas. Since the January opener, NVEI fell nearly 42%. In the trailing one-year period, shares slipped almost 46%. Even worse, investment data aggregator Gurufocus warned its readers that Nuvei could be a possible value trap. Therefore, prospective buyers need to apply caution with NVEI’s forward multiple of 7.13x. Still, what’s intriguing here is that during the past three years, Nuvei posted revenue and EBITDA growth of 45.7% and 75.4%, respectively. Both stats rank well above their respective industry averages.Lastly, analysts peg NVEI as a strong buy with a $31.25 target, implying 110% growth. Thus, it’s one of the stocks with upside potential.Planet Labs (PL)Although risky, space economy participant Planet Labs (NYSE: PL) easily ranks among the analyst-backed stocks with upside. Specializing in miniature satellites, the company primarily offers Earth imaging services. Now, that might sound boring as heck. However, it’s been involved in much spicier affairs, such as the tracking of illicit oil entering North Korea.Even with the proven relevance, the market isn’t having any of it. Since the January opener, PL lost more than 42% of its equity value. In the past 365 days, shares surrendered more than 52%, undoubtedly frustrating stakeholders. Still, patience may be a virtue.I’m not going to sit here and say that Planet Labs offers sterling financials. Obviously, its deeply negative operating and net margins contradict such a notion. However, the company has a solid balance sheet, particularly a cash-to-debt ratio of 13.93x. That’s ranked better than 81.79% of its peers. And among analyst predictions, PL scores a unanimous strong buy view. The price target clocks in at $5.48, implying almost 112% upside.ChargePoint (CHPT)Both a compelling and astonishingly agonizing idea among expert-backed stocks with upside, ChargePoint (NYSE: CHPT) provides charging solutions for electric vehicles. On paper, ChargePoint addresses the chicken-and-egg dilemma of the EV rollout. In order to build more EVs, public infrastructure must be adequate. But to justify the development of infrastructure requires more EVs to be built.During the first (complete) year of the COVID-19 crisis, CHPT skyrocketed due to the logically bullish implications. However, these days, investors are less impressed. Since the January opener, CHPT slipped more than 45%. In the past 365 days, it collapsed to the tune of almost 67%.More people now question the justification for why CHPT ranks among the stocks with upside, especially with the negative margins. Still, the top line remains robust, which could be ChargePoint’s saving grace. Turning to analyst predictions, Wall Street’s finest rate CHPT as a consensus strong buy. Also, the price target lands at $10.98, implying over 120% upside potential.CarParts.com (PRTS)At first glance, CarParts.com (NASDAQ: PRTS) doesn’t appear a logical play for stocks with upside. However, the red ink printed on the charts needs clarification. Yes, since the January opener, PRTS has given up nearly 35% of its equity value, which doesn’t lend itself to encouragement. However, since June 9, PRTS actually gained just under 6%.No, this return isn’t anything to write home about. However, it may suggest a pivot in the narrative. With inflation still imposing a stubborn headwind against consumer sentiment, people are less likely to buy new replacement vehicles. With these same households incentivized to keep their rides running for as long as possible, CarParts.com may see rising demand. Also, the financials – while challenging – aren’t all that bad. For example, its three-year revenue growth rate comes in at 15.9%, above 77.58% of rivals. Nevertheless, PRTS also trades at 0.33x trailing-year sales.Regarding analyst predictions, PRTS is another unanimous strong buy. The average price target of $9.83 implies nearly 141% growth potential.Silvercorp Metals (SVM)Headquartered in Vancouver, British Columbia, Canada, Silvercorp Metals (NYSEAMERICAN: SVM) puts its crosshairs on the China-focused precious metals market. Engaged in the acquisition, exploration, and development of silver-containing properties, Silvercorp is China’s largest primary silver producer. Of course, because of the hawkish monetary policy, the relative strength of the dollar has hurt SVM.Since the start of the year, shares stumbled more than 21%. In the past one-year period, the positive return has now withered to just under 6%. However, given China’s industrial and economic ambitions, Silvercorp could be interesting. After all, silver represents an excellent conductor of electricity. Thus, rising EV production should translate to higher silver prices. In all fairness, Silvercorp has decent financials though few stats that pop out. The one that does is its operating margin of 26%, beating out 86.59% of its rivals.Lastly, analysts peg SVM as a unanimous strong buy with a $5.92 price target, implying nearly 151% growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220531640242208,"gmtCreate":1694861979551,"gmtModify":1694861983769,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Yeah.. auto buy on dips","listText":"Yeah.. auto buy on dips","text":"Yeah.. auto buy on dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220531640242208","repostId":"2367285643","repostType":2,"repost":{"id":"2367285643","kind":"highlight","pubTimestamp":1694826000,"share":"https://ttm.financial/m/news/2367285643?lang=&edition=fundamental","pubTime":"2023-09-16 09:00","market":"us","language":"en","title":"Palantir: What Are You Waiting For?","url":"https://stock-news.laohu8.com/highlight/detail?id=2367285643","media":"Seeking Alpha","summary":"Palantir is one of the most unique monopolistic-style AI market-leading companies operating in a blue-ocean atmosphere globally. Moreover, Palantir is substantially under-appreciated by the market and could expand into one of the most dominant companies in the software space. Palantir - Harvard's Unicorn In 2015, Harvard wrote about Palantir, calling it the \"hottest unicorn you've never heard of.\" Fast forward eight years and just about everyone has heard of Palantir. The remarkable thing is that even back then, Palantir had a $20 billion valuation, servicing clients like the CIA, NSA, U.S. Army, and other essential government agencies. In 2016, Palantir already had a firm seat at the big table. President-Elect Donald Trump met with the tech industry leaders at Trump Tower in New York. Seated around the table were tech visionary leaders like Larry Page, Tim Cook, Jeff Bezos, Elon M","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir is a highly-polarizing battleground stock with significant growth potential.</p></li><li><p>Palantir is under-appreciated by the market, while it has established itself as a global leader in AI/ML platforms.</p></li><li><p>The company is a market leader in AI technology and has established itself as a global leader in AI/ML platforms.</p></li><li><p>Palantir recorded its third consecutive quarter of GAAP profitability and is experiencing increasing growth with international governments.</p></li><li><p>Palantir has significant growth and profitability potential and could reach a stock price of $50 in 1-3 years.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe8f8ec6642d7a06c08b20b944f9c65\" alt=\"Kevin Dietsch/Getty Images News\" title=\"Kevin Dietsch/Getty Images News\" tg-width=\"750\" tg-height=\"563\"/><span>Kevin Dietsch/Getty Images News</span></p><p>Palantir (NYSE:PLTR) is one of the most significant battleground stocks I've encountered over my 20-plus year investment career. Either you love the company, or you hate it. Additionally, many market participants may need clarification about Palantir and what the company does. Many investors are on the sidelines and could join the party later when the stock is at a much higher price.</p><p>Palantir reminds me a lot of Tesla (TSLA). I went long Tesla's stock in 2013 and have been invested in one form or another ever since. Tesla was (arguably) the most significant battleground stock of all time, which I wrote about consistently over the last six years. I see many similarities between Tesla and Palantir. Both companies are market leaders at the cutting edge of their respective industries with remarkable growth potential ahead.</p><p>Also, many market participants believe these companies are overvalued and don't recognize the long-term revenue growth potential and profitability prospects for these firms. The primary difference is that Palantir may be where Tesla was about five years ago before its stock appreciated by nearly 2,000%.</p><p>I'm not suggesting that Palantir will shoot up to <strong>$300</strong> anytime soon. Nevertheless, Palantir has much more potential than the market expects. Due to its leading position in AI and remarkable growth opportunities in its government and private sector, Palantir's stock could easily be around <strong>$50</strong> in 1-3 years and may go much higher afterward.</p><h2 id=\"id_1629837805\">So, what are you waiting for?</h2><p>Palantir is one of the most unique monopolistic-style AI market-leading companies operating in a blue-ocean atmosphere globally. Moreover, Palantir is substantially under-appreciated by the market and could expand into one of the most dominant companies in the software space.</p><h3 id=\"id_1885374083\">Palantir - Harvard's Unicorn</h3><p>In 2015, Harvard wrote about Palantir, calling it the "hottest unicorn you've never heard of." Fast forward eight years and just about everyone has heard of Palantir. The remarkable thing is that even back then, Palantir had a $20 billion valuation, servicing clients like the CIA, NSA, U.S. Army, and other essential government agencies.</p><p>In 2016, Palantir already had a firm seat at the big table. President-Elect Donald Trump met with the tech industry leaders at Trump <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> in New York. Seated around the table were tech visionary leaders like Larry Page, Tim Cook, Jeff Bezos, Elon Musk, Peter Theil, and others. However, seated directly across from Mr. Trump was a relatively unknown 49-year-old Ph.D. named Alex Karp (Palantir's CEO).</p><p>Palantir was born in the wake of the 2001 terror attacks, was funded by a CIA venture arm, and initially enabled crucial U.S. intelligence agencies to combat terrorism and other threats. However, over time, Palantir has become far more than a U.S. government contractor, now working with other governments and establishing a firm foothold in the private sector. Furthermore, Palantir has established itself as a global leader in A.I. technology, implying its growth runway is vast and its profitability potential is massive.</p><h3 id=\"id_3421588916\">Palantir's Remarkable AI Potential</h3><p>Palantir's Gotham, Apollo, and Foundry programs already were market-leading software products before the company's substantial advancements in AI. Now, with the recent introduction of Palantir's artificial intelligence platform, "AIP," users can leverage the power of AI to solve the most significant problems facing their enterprises. AIP offers capabilities powered by large language models (LLMs) to various applications. Moreover, customers don't need to change anything as Palantir's AIP seamlessly layers on top of its existing software programs.</p><p>Palantir's platforms are used throughout the public, private, and non-profit sectors. Palantir enables organizations to quickly implement solutions to the most challenging problems they face, allowing them to optimize operations, often leading to increased revenues and improved profitability.</p><h3 id=\"id_1294063085\">Some of Palantir's offerings include:</h3><ul style=\"\"><li><p>Anti-money laundering</p></li><li><p>Applied customer intelligence</p></li><li><p>Artificial intelligence and machine learning</p></li><li><p>Consumer goods</p></li><li><p>Cryptocurrency</p></li><li><p>Data protection</p></li><li><p>Defense</p></li><li><p>Ecosystem</p></li><li><p>Edge AI</p></li><li><p>Energy</p></li><li><p>Federal health</p></li><li><p>Financial services</p></li><li><p>Hospital operations</p></li><li><p>Intelligence</p></li><li><p>And much more</p></li></ul><p>Palantir is not just another software company. As Harvard stated years ago, Palantir is a "secretive unicorn." However, now Palantir is a monopoly operating in a blue ocean atmosphere with limitless potential. Its category-defining technology has enabled it to become a global leader in AI/ML platforms. Moreover, Palantir was ranked No. 1 in a worldwide artificial intelligence software study in market share and revenue. We're still in the early innings of the AI revolution, and Palantir should become one of the greatest beneficiaries of the artificial intelligence boom in the coming years.</p><h3 id=\"id_2412212241\">The Results Speak For Themselves</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86135aec0c98220c345740f2e0ee9986\" alt=\"EPS growth (static.seekingalpha.com)\" title=\"EPS growth (static.seekingalpha.com)\" tg-width=\"640\" tg-height=\"658\"/><span>EPS growth (static.seekingalpha.com)</span></p><p>Palantir recorded its third consecutive quarter of GAAP profitability. Moreover, we see a massive improvement over the nine-cent loss we saw in the same quarter one year ago.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7f1e2a39e994155d687c2985f9f0dfc\" alt=\"Revenue growth (static.seekingalpha.com)\" title=\"Revenue growth (static.seekingalpha.com)\" tg-width=\"640\" tg-height=\"291\"/><span>Revenue growth (static.seekingalpha.com)</span></p><p>Palantir achieved 20% YoY U.S. commercial revenue growth and 10% U.S. government revenue growth. Also, we must consider that this significant growth occurs during a high-interest rate and low-growth economic environment, and sales growth should increase considerably once the transitory slowdown concludes.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7729ac9c304d0d4755322abc4cbef88\" alt=\"Revenue growth (static.seekingalpha.com)\" title=\"Revenue growth (static.seekingalpha.com)\" tg-width=\"640\" tg-height=\"291\"/><span>Revenue growth (static.seekingalpha.com)</span></p><p>The remarkable factor is that while U.S. government growth increased by 10% from last year, total government growth came in at 15%. Therefore, Palantir is experiencing increasing growth with international governments, implying that international government growth should continue expanding, and revenue growth could increase.</p><p>Additionally, we're seeing lower growth in the international commercial segment. However, this phenomenon should be transitory and is likely correlated with slow global growth and relatively limited commercial exposure to Palantir platforms outside the U.S. Nonetheless, we should see a re-acceleration in international commercial development as the global economy improves and exposure to Palantir software solutions increases in commercial markets outside the U.S.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43b8cb39ef534f68b76c545dee84d0eb\" alt=\"Customer count and billings (static.seekingalpha.com)\" title=\"Customer count and billings (static.seekingalpha.com)\" tg-width=\"640\" tg-height=\"289\"/><span>Customer count and billings (static.seekingalpha.com)</span></p><p>Despite Palantir's transitory slowdown in revenue growth, customer count increased by 38% YoY, and billings surged by 52% over the same quarter one year ago. Therefore, we should see a substantial acceleration in revenue growth in the coming years and future quarters. I expect Palantir's sales growth to return to 25%-30% as the company advances in future years.</p><h3 id=\"id_1736599882\">I'm Not Worried About Dilution, And You Shouldn't Be</h3><p>Some market participants have expressed concern about dilution in Palantir's stock. However, this issue has been overblown and taken out of context. Due to SBC, Palantir's share count surged after going public. However, many companies experience a similar dynamic after their IPO. Share count has remained relatively steady for years, increasing by about 15% over the last two years. Moreover, SBC should continue to become less significant as Palantir grows revenues in the coming years. Furthermore, Palantir announced a $1 billion buyback program during its latest earnings report.</p><h3 id=\"id_3510517362\">The Stock Buyback is a Huge Plus for Shareholders</h3><p>Some market participants claim that the buyback is harmful and that a company focusing on growth should not buy back its stock. However, Palantir is different from your ordinary company, and the buyback is a massive vote of confidence by high-level management in Palantir. Palantir's leadership is highly confident in the company's future. Its stock price is still meager, as Palantir's high probability for considerable outperformance is not factored into its stock price at this stage. Furthermore, the buyback has nothing to do with Palantir's growth trajectory, as the company can continue expanding while buying back shares.</p><h3 id=\"id_1279975925\">Palantir - Bullish Technical Set-Up</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57afdaf982f6077a35c2318a90b3ce34\" alt=\"PLTR (StockCharts.com)\" title=\"PLTR (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>PLTR (StockCharts.com)</span></p><p>Palantir's technical image is highly constructive here. We see a similar pattern in early 2023 before the massive run-up in Palantir's stock. Therefore, we could see another substantial rally toward the $20-25 range once the current pullback/consolidation phase ends. Palantir's stock got highly overbought as it surged from about $7 to $20, but we've seen a constructive correction since then. We're seeing improving momentum, and the 50-day MA crossed decisively over the 200-day MA, a bullish long-term technical dynamic.</p><h2 id=\"id_2253273141\">The Market is Behind The Curve On Palantir</h2><h3 id=\"id_1815103307\">Revenues Should Top Estimates</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b6d8bfd481ed31697da777dc44b8edb\" alt=\"Revenue estimates (SeekingAlpha.com)\" title=\"Revenue estimates (SeekingAlpha.com)\" tg-width=\"640\" tg-height=\"202\"/><span>Revenue estimates (SeekingAlpha.com)</span></p><p>I rarely see the market so far behind the curve on a company, but a name that quickly comes to mind is Tesla. Tesla outperformed most revenue and EPS estimates as it transitioned into one of the most prominent global companies several years back. Palantir is in a similar spot as the market underestimates its future revenue growth. Instead of the projected 20% sales growth, Palantir could provide 25%-30% revenue growth as the global economy stabilizes and returns to growth. Palantir also should benefit significantly from a lower interest rate environment in the future, potentially delivering 30%-plus annual growth.</p><h3 id=\"id_688211846\">EPS Growth Should Exceed Expectations</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bee5ba0547bd74c2df8f4f3094dc798\" alt=\"EPS estimates (SeekingAlpha.com)\" title=\"EPS estimates (SeekingAlpha.com)\" tg-width=\"640\" tg-height=\"197\"/><span>EPS estimates (SeekingAlpha.com)</span></p><p>We see a similar depressed EPS growth dynamic when considering consensus estimates for future years. Palantir is just starting to become profitable; its growth margin is 81%. Therefore, as Palantir's revenues increase more rapidly than expected, its profitability should expand faster than current EPS estimates imply. Instead of the anticipated 20%-30% EPS growth rate, we could see EPS expansion of around 35%-45% in future years. This dynamic of better-than-expected revenue growth and higher-than-anticipated EPS expansion should enable Palantir to maintain a relatively high forward P/E multiple of around 50-60, boosting its stock price much higher as we advance.</p><p><strong>Here's Where Palantir's Stock Could Be In Future Years</strong></p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>Year</strong></p></td><td style=\"text-align:left;\"><p><strong>2024</strong></p></td><td style=\"text-align:left;\"><p><strong>2025</strong></p></td><td style=\"text-align:left;\"><p><strong>2026</strong></p></td><td style=\"text-align:left;\"><p><strong>2027</strong></p></td><td style=\"text-align:left;\"><p><strong>2028</strong></p></td><td style=\"text-align:left;\"><p><strong>2029</strong></p></td><td style=\"text-align:left;\"><p><strong>2030</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue Bs</strong></p></td><td style=\"text-align:left;\"><p>$2.85</p></td><td style=\"text-align:left;\"><p>$3.6</p></td><td style=\"text-align:left;\"><p>$4.62</p></td><td style=\"text-align:left;\"><p>$5.96</p></td><td style=\"text-align:left;\"><p>$7.75</p></td><td style=\"text-align:left;\"><p>$10</p></td><td style=\"text-align:left;\"><p>$12.8</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue growth</strong></p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>30%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>29%</p></td><td style=\"text-align:left;\"><p>30%</p></td><td style=\"text-align:left;\"><p>29%</p></td><td style=\"text-align:left;\"><p>28%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS</strong></p></td><td style=\"text-align:left;\"><p>$0.33</p></td><td style=\"text-align:left;\"><p>$0.48</p></td><td style=\"text-align:left;\"><p>$0.67</p></td><td style=\"text-align:left;\"><p>$0.95</p></td><td style=\"text-align:left;\"><p>$1.32</p></td><td style=\"text-align:left;\"><p>$1.82</p></td><td style=\"text-align:left;\"><p>$2.50</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS growth</strong></p></td><td style=\"text-align:left;\"><p>43%</p></td><td style=\"text-align:left;\"><p>44%</p></td><td style=\"text-align:left;\"><p>42%</p></td><td style=\"text-align:left;\"><p>41%</p></td><td style=\"text-align:left;\"><p>39%</p></td><td style=\"text-align:left;\"><p>38%</p></td><td style=\"text-align:left;\"><p>37%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward P/E</strong></p></td><td style=\"text-align:left;\"><p>55</p></td><td style=\"text-align:left;\"><p>57</p></td><td style=\"text-align:left;\"><p>58</p></td><td style=\"text-align:left;\"><p>56</p></td><td style=\"text-align:left;\"><p>57</p></td><td style=\"text-align:left;\"><p>54</p></td><td style=\"text-align:left;\"><p>52</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Stock price</strong></p></td><td style=\"text-align:left;\"><p>$26</p></td><td style=\"text-align:left;\"><p>$38</p></td><td style=\"text-align:left;\"><p>$55</p></td><td style=\"text-align:left;\"><p>$74</p></td><td style=\"text-align:left;\"><p>$104</p></td><td style=\"text-align:left;\"><p>$135</p></td><td style=\"text-align:left;\"><p>$175</p></td></tr></tbody></table><p><em>Source: The Financial Prophet</em></p><h2 id=\"id_2045590667\">Risks to Palantir</h2><p>Despite my bullish projections, Palantir faces several risks. The company may grow slower than my forecast suggests, and its profitability may be lower than expected. Also, unknown factors regarding the broader economy could impact Palantir's shares. Economic growth could be slower than expected, leading to lower sales growth for Palantir as we advance. Investors should investigate these and other risk factors before committing capital to an investment in Palantir.</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: What Are You Waiting For?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: What Are You Waiting For?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-16 09:00 GMT+8 <a href=https://seekingalpha.com/article/4635437-palantir-what-are-you-waiting-for><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is a highly-polarizing battleground stock with significant growth potential.Palantir is under-appreciated by the market, while it has established itself as a global leader in AI/ML platforms....</p>\n\n<a href=\"https://seekingalpha.com/article/4635437-palantir-what-are-you-waiting-for\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","BK4550":"红杉资本持仓","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4547":"WSB热门概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","PLTR":"Palantir Technologies Inc.","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4023":"应用软件","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","BK4592":"伊斯兰概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","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","BK4585":"ETF&股票定投概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4534":"瑞士信贷持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC"},"source_url":"https://seekingalpha.com/article/4635437-palantir-what-are-you-waiting-for","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2367285643","content_text":"Palantir is a highly-polarizing battleground stock with significant growth potential.Palantir is under-appreciated by the market, while it has established itself as a global leader in AI/ML platforms.The company is a market leader in AI technology and has established itself as a global leader in AI/ML platforms.Palantir recorded its third consecutive quarter of GAAP profitability and is experiencing increasing growth with international governments.Palantir has significant growth and profitability potential and could reach a stock price of $50 in 1-3 years.Kevin Dietsch/Getty Images NewsPalantir (NYSE:PLTR) is one of the most significant battleground stocks I've encountered over my 20-plus year investment career. Either you love the company, or you hate it. Additionally, many market participants may need clarification about Palantir and what the company does. Many investors are on the sidelines and could join the party later when the stock is at a much higher price.Palantir reminds me a lot of Tesla (TSLA). I went long Tesla's stock in 2013 and have been invested in one form or another ever since. Tesla was (arguably) the most significant battleground stock of all time, which I wrote about consistently over the last six years. I see many similarities between Tesla and Palantir. Both companies are market leaders at the cutting edge of their respective industries with remarkable growth potential ahead.Also, many market participants believe these companies are overvalued and don't recognize the long-term revenue growth potential and profitability prospects for these firms. The primary difference is that Palantir may be where Tesla was about five years ago before its stock appreciated by nearly 2,000%.I'm not suggesting that Palantir will shoot up to $300 anytime soon. Nevertheless, Palantir has much more potential than the market expects. Due to its leading position in AI and remarkable growth opportunities in its government and private sector, Palantir's stock could easily be around $50 in 1-3 years and may go much higher afterward.So, what are you waiting for?Palantir is one of the most unique monopolistic-style AI market-leading companies operating in a blue-ocean atmosphere globally. Moreover, Palantir is substantially under-appreciated by the market and could expand into one of the most dominant companies in the software space.Palantir - Harvard's UnicornIn 2015, Harvard wrote about Palantir, calling it the \"hottest unicorn you've never heard of.\" Fast forward eight years and just about everyone has heard of Palantir. The remarkable thing is that even back then, Palantir had a $20 billion valuation, servicing clients like the CIA, NSA, U.S. Army, and other essential government agencies.In 2016, Palantir already had a firm seat at the big table. President-Elect Donald Trump met with the tech industry leaders at Trump Tower in New York. Seated around the table were tech visionary leaders like Larry Page, Tim Cook, Jeff Bezos, Elon Musk, Peter Theil, and others. However, seated directly across from Mr. Trump was a relatively unknown 49-year-old Ph.D. named Alex Karp (Palantir's CEO).Palantir was born in the wake of the 2001 terror attacks, was funded by a CIA venture arm, and initially enabled crucial U.S. intelligence agencies to combat terrorism and other threats. However, over time, Palantir has become far more than a U.S. government contractor, now working with other governments and establishing a firm foothold in the private sector. Furthermore, Palantir has established itself as a global leader in A.I. technology, implying its growth runway is vast and its profitability potential is massive.Palantir's Remarkable AI PotentialPalantir's Gotham, Apollo, and Foundry programs already were market-leading software products before the company's substantial advancements in AI. Now, with the recent introduction of Palantir's artificial intelligence platform, \"AIP,\" users can leverage the power of AI to solve the most significant problems facing their enterprises. AIP offers capabilities powered by large language models (LLMs) to various applications. Moreover, customers don't need to change anything as Palantir's AIP seamlessly layers on top of its existing software programs.Palantir's platforms are used throughout the public, private, and non-profit sectors. Palantir enables organizations to quickly implement solutions to the most challenging problems they face, allowing them to optimize operations, often leading to increased revenues and improved profitability.Some of Palantir's offerings include:Anti-money launderingApplied customer intelligenceArtificial intelligence and machine learningConsumer goodsCryptocurrencyData protectionDefenseEcosystemEdge AIEnergyFederal healthFinancial servicesHospital operationsIntelligenceAnd much morePalantir is not just another software company. As Harvard stated years ago, Palantir is a \"secretive unicorn.\" However, now Palantir is a monopoly operating in a blue ocean atmosphere with limitless potential. Its category-defining technology has enabled it to become a global leader in AI/ML platforms. Moreover, Palantir was ranked No. 1 in a worldwide artificial intelligence software study in market share and revenue. We're still in the early innings of the AI revolution, and Palantir should become one of the greatest beneficiaries of the artificial intelligence boom in the coming years.The Results Speak For ThemselvesEPS growth (static.seekingalpha.com)Palantir recorded its third consecutive quarter of GAAP profitability. Moreover, we see a massive improvement over the nine-cent loss we saw in the same quarter one year ago.Revenue growth (static.seekingalpha.com)Palantir achieved 20% YoY U.S. commercial revenue growth and 10% U.S. government revenue growth. Also, we must consider that this significant growth occurs during a high-interest rate and low-growth economic environment, and sales growth should increase considerably once the transitory slowdown concludes.Revenue growth (static.seekingalpha.com)The remarkable factor is that while U.S. government growth increased by 10% from last year, total government growth came in at 15%. Therefore, Palantir is experiencing increasing growth with international governments, implying that international government growth should continue expanding, and revenue growth could increase.Additionally, we're seeing lower growth in the international commercial segment. However, this phenomenon should be transitory and is likely correlated with slow global growth and relatively limited commercial exposure to Palantir platforms outside the U.S. Nonetheless, we should see a re-acceleration in international commercial development as the global economy improves and exposure to Palantir software solutions increases in commercial markets outside the U.S.Customer count and billings (static.seekingalpha.com)Despite Palantir's transitory slowdown in revenue growth, customer count increased by 38% YoY, and billings surged by 52% over the same quarter one year ago. Therefore, we should see a substantial acceleration in revenue growth in the coming years and future quarters. I expect Palantir's sales growth to return to 25%-30% as the company advances in future years.I'm Not Worried About Dilution, And You Shouldn't BeSome market participants have expressed concern about dilution in Palantir's stock. However, this issue has been overblown and taken out of context. Due to SBC, Palantir's share count surged after going public. However, many companies experience a similar dynamic after their IPO. Share count has remained relatively steady for years, increasing by about 15% over the last two years. Moreover, SBC should continue to become less significant as Palantir grows revenues in the coming years. Furthermore, Palantir announced a $1 billion buyback program during its latest earnings report.The Stock Buyback is a Huge Plus for ShareholdersSome market participants claim that the buyback is harmful and that a company focusing on growth should not buy back its stock. However, Palantir is different from your ordinary company, and the buyback is a massive vote of confidence by high-level management in Palantir. Palantir's leadership is highly confident in the company's future. Its stock price is still meager, as Palantir's high probability for considerable outperformance is not factored into its stock price at this stage. Furthermore, the buyback has nothing to do with Palantir's growth trajectory, as the company can continue expanding while buying back shares.Palantir - Bullish Technical Set-UpPLTR (StockCharts.com)Palantir's technical image is highly constructive here. We see a similar pattern in early 2023 before the massive run-up in Palantir's stock. Therefore, we could see another substantial rally toward the $20-25 range once the current pullback/consolidation phase ends. Palantir's stock got highly overbought as it surged from about $7 to $20, but we've seen a constructive correction since then. We're seeing improving momentum, and the 50-day MA crossed decisively over the 200-day MA, a bullish long-term technical dynamic.The Market is Behind The Curve On PalantirRevenues Should Top EstimatesRevenue estimates (SeekingAlpha.com)I rarely see the market so far behind the curve on a company, but a name that quickly comes to mind is Tesla. Tesla outperformed most revenue and EPS estimates as it transitioned into one of the most prominent global companies several years back. Palantir is in a similar spot as the market underestimates its future revenue growth. Instead of the projected 20% sales growth, Palantir could provide 25%-30% revenue growth as the global economy stabilizes and returns to growth. Palantir also should benefit significantly from a lower interest rate environment in the future, potentially delivering 30%-plus annual growth.EPS Growth Should Exceed ExpectationsEPS estimates (SeekingAlpha.com)We see a similar depressed EPS growth dynamic when considering consensus estimates for future years. Palantir is just starting to become profitable; its growth margin is 81%. Therefore, as Palantir's revenues increase more rapidly than expected, its profitability should expand faster than current EPS estimates imply. Instead of the anticipated 20%-30% EPS growth rate, we could see EPS expansion of around 35%-45% in future years. This dynamic of better-than-expected revenue growth and higher-than-anticipated EPS expansion should enable Palantir to maintain a relatively high forward P/E multiple of around 50-60, boosting its stock price much higher as we advance.Here's Where Palantir's Stock Could Be In Future YearsYear2024202520262027202820292030Revenue Bs$2.85$3.6$4.62$5.96$7.75$10$12.8Revenue growth28%30%28%29%30%29%28%EPS$0.33$0.48$0.67$0.95$1.32$1.82$2.50EPS growth43%44%42%41%39%38%37%Forward P/E55575856575452Stock price$26$38$55$74$104$135$175Source: The Financial ProphetRisks to PalantirDespite my bullish projections, Palantir faces several risks. The company may grow slower than my forecast suggests, and its profitability may be lower than expected. Also, unknown factors regarding the broader economy could impact Palantir's shares. Economic growth could be slower than expected, leading to lower sales growth for Palantir as we advance. Investors should investigate these and other risk factors before committing capital to an investment in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215909656633376,"gmtCreate":1693716194414,"gmtModify":1693716204744,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Yeah. GM reduced.","listText":"Yeah. GM reduced.","text":"Yeah. GM reduced.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215909656633376","repostId":"2363324332","repostType":2,"repost":{"id":"2363324332","kind":"highlight","pubTimestamp":1693712200,"share":"https://ttm.financial/m/news/2363324332?lang=&edition=fundamental","pubTime":"2023-09-03 11:36","market":"us","language":"en","title":"The 7 Most Promising Warren Buffett Stocks to Own Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2363324332","media":"InvestorPlace","summary":"With investors facing unknown circumstances, it may be best to put your trust in the Oracle via Warren Buffett stock picks.","content":"<html><head></head><body><p>The man known as the Oracle of Omaha is 92 years old and about to turn 93, which tells you plenty about Warren Buffett stock picks. He’s been at this investing thing for longer than many of you and your significant other have been alive. Under current troubling market headwinds, you may find no greater comfort than the top Buffett investments.</p><p>Sure, you can always chase the latest system fad that might work in bull markets but collapse once the bears come a-crawling. And that’s the beauty of Buffett-approved stocks. By assessing the top names within the holdings of the Oracle’s <strong>Berkshire Hathaway</strong> (NYSE: <strong>BRK-B</strong>) conglomerate, you can build a portfolio that should weather any storm.</p><p>Again, Warren Buffett is close to the century mark in lifespan. He knows how to make money in any market. On that note, below are enticing Berkshire Hathaway recommendations that you should put on your watch list.</p><h2 id=\"id_644228942\">Warren Buffett Stock Picks: Kroger (KR)</h2><p>As a stalwart in the grocery store business, <strong>Kroger</strong> (NYSE: <strong>KR</strong>) makes an easy case for Warren Buffett stock picks. Obviously, the company caters to core needs: humans don’t do so well without daily nourishment. Further, because it’s such a critical business, even households hard hit by the post-pandemic economy can’t afford to skimp out on their calories.</p><p>This framework doesn’t exclusively help Kroger, to be honest. However, the company sits on the lower rungs of the trade-down effect. Should consumer pressures build, people will likely cut their expenditures at pricey restaurants in favor of cooking at home. Naturally, Kroger should benefit as a low-cost provider of the underlying ingredients. Plus, it’s one of the Buffett-approved stocks thanks to its valuation. Right now, shares trade at 10.28X forward earnings, favorably below 85.71% of its peers.</p><p>Finally, analysts peg KR as a consensus moderate buy. Their average price target comes in at $51.91, implying nearly 12% upside potential.</p><h2 id=\"id_1537050297\">Visa (V)</h2><p>Another strong idea for Warren Buffett stock picks, <strong>Visa</strong> (NYSE: <strong>V</strong>) presents an interesting case. If I’m being perfectly straightforward, it may be a controversial idea. On the surface, Americans love their plastic. Per a <em>CNN</em> report, U.S. credit card debt breached the $1 trillion level, a fresh record. If most of this figure stems from keeping up with the Joneses, I have zero problems viewing Visa as one of the top Buffett investments.</p><p>However, if an acceleration of this stat originates from households needing to make ends meet, that’s more problematic. Basically, if the economy suffers a recession, Visa may be on the hook for a rising bad debt count. So, I’m not personally ecstatic about this example among Berkshire Hathaway’s recommendations.</p><p>Still, Visa features strong long-term revenue growth and consistent profitability. As well, analysts love it, pegging V a consensus strong buy. Their average price target lands at $284.86, implying over 16% upside potential.</p><h2 id=\"id_3158082946\">Warren Buffett Stock Picks: Coca-Cola (KO)</h2><p>If you know the Oracle of Omaha, you’ll recognize <strong>Coca-Cola</strong> (NYSE: <strong>KO</strong>) as an iconic name among Warren Buffett stock picks. With a famous sweet tooth, Buffett loves snacking on chocolate and Coke. Don’t get me wrong: I think it’s amazing, but I also wonder how he’s so durable. Anyway, I wish him well because Greg Abel’s stock picks just don’t have the same ring to them.</p><p>Let’s get back into it. One of the key advantages of KO is the aforementioned trade-down effect. In this case, rather than buying your caffeine at a trendy (but super-pricey) coffee shop, you can go to your local Kroger and pick up some Coca-Cola products. You get the same buzz at a much lower cost. Therefore, it’s a fundamentally sound example of stocks Buffett believes in (and consumes).</p><p>Financially, at a forward multiple of nearly 23x, KO doesn’t give you great value. However, it’s consistently profitable, a major attribute right now. Also, it’s an analyst-strong buy with an average price target of $71.82, implying nearly 19% growth.</p><h2 id=\"id_406107647\">Chevron (CVX)</h2><p>While everyone loves waxing poetic about the future of mobility belonging to electric vehicles, the hydrocarbon industry may be surprisingly relevant. To me, it’s no shocker that <strong>Chevron</strong> (NYSE: <strong>CVX</strong>) ranks among the Warren Buffett stock picks. Fundamentally, the transition to getting everyone into EVs will be an enormous undertaking. As well, the pivot will require significant upgrades to infrastructure.</p><p>On a strictly financial level, CVX isn’t exactly what you would call undervalued. Presently, shares trade at a trailing multiple of 10.14X and a forward multiple of 12X. However, CVX slipped about 8% since the beginning of this year, which could be undervalued based on outside fundamentals. Essentially, if return-to-office (RTO) trends pick up steam, traffic volume could increase.</p><p>Cynically, that would be great news for CVX. Also, the framework would add to Chevron’s growth trend and profitability margins. Lastly, analysts peg CVX as a consensus moderate buy. Their average price target clocks in at $190.36, implying 19% upside.</p><h2 id=\"id_3312563394\">Warren Buffett Stock Picks: Amazon (AMZN)</h2><p>Another top-tier example of Warren Buffett stock picks that make plenty of sense, <strong>Amazon</strong> (NASDAQ: <strong>AMZN</strong>) is simply too dominant to be ignored. Yes, it’s incredibly controversial to take mom-and-pop stores out to dry, like a vacuum cleaner. Nevertheless, the manner in which it penetrated everyday transactions is unparalleled. Right now, it carries a market capitalization of $1.39 trillion and it could still move higher.</p><p>Essentially, the narrative centers on e-commerce retail sales as a percentage of total sales. Unsurprisingly, this metric hit 16.5% in the second quarter of 2020. Following a gradual slowdown to 14.4% in Q2 2022, this stat is on the bounce back. As of the latest read in Q2 2023, it hit 15.4%. Obviously, Amazon commands much of this activity.</p><p>Now, it’s not a discounted example of Buffett-approved stocks with a trailing earnings multiple of 106.23X. However, it delivers a robust three-year revenue growth rate (per-share basis) of 21.9%, beating out 83% of its peers. As well, analysts peg it as a strong buy with an average price target of $175.63, implying over 30% growth.</p><h2 id=\"id_1125065020\"><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (SNOW)</h2><p>A cloud-computing-based data services specialist, <strong>Snowflake</strong> (NYSE: <strong>SNOW</strong>) represents an intriguing idea among Warren Buffett stock picks. At a basic level, the inclusion of SNOW confirms that the top Buffett investments don’t just center on a bunch of boring value plays. Rather, the Oracle is attuned to contemporary trends while also keeping an eye on the future.</p><p>Personally, what I find appealing about Snowflake is its implications for cybersecurity. With the company’s data cloud architecture, enterprises have access to unified data, near-unlimited visibility, and powerful analytics. Put another way, Snowflake offers high-fidelity threat detection and a mechanism for swift incident responses.</p><p>Financially, the company is a growth machine, which isn’t a shocker. However, being priced at a forward multiple of 286x, it’s not the cheapest idea out there. Still, Snowflake features a solid balance sheet, particularly a cash-to-debt ratio of 12.64x. Turning to Wall Street, analysts peg SNOW as a consensus strong buy. Their average price target comes in at $195.80, implying nearly 28% upside potential.</p><h2 id=\"id_3552894634\">General Motors (GM)</h2><p>To be clear, <strong>General Motors</strong> (NYSE: <strong>GM</strong>) isn’t everyone’s favorite idea for Warren Buffett stock picks. However, the Oracle also said to never bet against America. Given that GM represents an American automotive icon, I’d say that the inclusion of the brand among Berkshire Hathaway recommendations is true to form.</p><p>Primarily, I like GM because of its ability to convert its iconic car models into electric variants. Better yet, this concept has stormed out of the realm of the theoretical and into reality. For instance, <em>Car and Driver</em> reported that the Corvette will see a fully electric version hit showroom floors in 2024 as a 2025 model.</p><p>In fairness, the move will probably tick off automotive purists. At the same time, it will open a whole new addressable market: essentially, EV customers who are tired of the <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>) two-tier design: boring or bizarre. On a final note, analysts peg GM as a consensus moderate buy. Their average price target stands at $50.33, implying over 50% upside potential.</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>The 7 Most Promising Warren Buffett Stocks to Own Now</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\">\nThe 7 Most Promising Warren Buffett Stocks to Own Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-03 11:36 GMT+8 <a href=https://investorplace.com/2023/08/the-7-most-promising-warren-buffett-stocks-to-own-now-stock-picks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The man known as the Oracle of Omaha is 92 years old and about to turn 93, which tells you plenty about Warren Buffett stock picks. He’s been at this investing thing for longer than many of you and ...</p>\n\n<a href=\"https://investorplace.com/2023/08/the-7-most-promising-warren-buffett-stocks-to-own-now-stock-picks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KR":"克罗格","GM":"通用汽车","AMZN":"亚马逊","KO":"可口可乐","CVX":"雪佛龙","V":"Visa","SNOW":"Snowflake"},"source_url":"https://investorplace.com/2023/08/the-7-most-promising-warren-buffett-stocks-to-own-now-stock-picks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363324332","content_text":"The man known as the Oracle of Omaha is 92 years old and about to turn 93, which tells you plenty about Warren Buffett stock picks. He’s been at this investing thing for longer than many of you and your significant other have been alive. Under current troubling market headwinds, you may find no greater comfort than the top Buffett investments.Sure, you can always chase the latest system fad that might work in bull markets but collapse once the bears come a-crawling. And that’s the beauty of Buffett-approved stocks. By assessing the top names within the holdings of the Oracle’s Berkshire Hathaway (NYSE: BRK-B) conglomerate, you can build a portfolio that should weather any storm.Again, Warren Buffett is close to the century mark in lifespan. He knows how to make money in any market. On that note, below are enticing Berkshire Hathaway recommendations that you should put on your watch list.Warren Buffett Stock Picks: Kroger (KR)As a stalwart in the grocery store business, Kroger (NYSE: KR) makes an easy case for Warren Buffett stock picks. Obviously, the company caters to core needs: humans don’t do so well without daily nourishment. Further, because it’s such a critical business, even households hard hit by the post-pandemic economy can’t afford to skimp out on their calories.This framework doesn’t exclusively help Kroger, to be honest. However, the company sits on the lower rungs of the trade-down effect. Should consumer pressures build, people will likely cut their expenditures at pricey restaurants in favor of cooking at home. Naturally, Kroger should benefit as a low-cost provider of the underlying ingredients. Plus, it’s one of the Buffett-approved stocks thanks to its valuation. Right now, shares trade at 10.28X forward earnings, favorably below 85.71% of its peers.Finally, analysts peg KR as a consensus moderate buy. Their average price target comes in at $51.91, implying nearly 12% upside potential.Visa (V)Another strong idea for Warren Buffett stock picks, Visa (NYSE: V) presents an interesting case. If I’m being perfectly straightforward, it may be a controversial idea. On the surface, Americans love their plastic. Per a CNN report, U.S. credit card debt breached the $1 trillion level, a fresh record. If most of this figure stems from keeping up with the Joneses, I have zero problems viewing Visa as one of the top Buffett investments.However, if an acceleration of this stat originates from households needing to make ends meet, that’s more problematic. Basically, if the economy suffers a recession, Visa may be on the hook for a rising bad debt count. So, I’m not personally ecstatic about this example among Berkshire Hathaway’s recommendations.Still, Visa features strong long-term revenue growth and consistent profitability. As well, analysts love it, pegging V a consensus strong buy. Their average price target lands at $284.86, implying over 16% upside potential.Warren Buffett Stock Picks: Coca-Cola (KO)If you know the Oracle of Omaha, you’ll recognize Coca-Cola (NYSE: KO) as an iconic name among Warren Buffett stock picks. With a famous sweet tooth, Buffett loves snacking on chocolate and Coke. Don’t get me wrong: I think it’s amazing, but I also wonder how he’s so durable. Anyway, I wish him well because Greg Abel’s stock picks just don’t have the same ring to them.Let’s get back into it. One of the key advantages of KO is the aforementioned trade-down effect. In this case, rather than buying your caffeine at a trendy (but super-pricey) coffee shop, you can go to your local Kroger and pick up some Coca-Cola products. You get the same buzz at a much lower cost. Therefore, it’s a fundamentally sound example of stocks Buffett believes in (and consumes).Financially, at a forward multiple of nearly 23x, KO doesn’t give you great value. However, it’s consistently profitable, a major attribute right now. Also, it’s an analyst-strong buy with an average price target of $71.82, implying nearly 19% growth.Chevron (CVX)While everyone loves waxing poetic about the future of mobility belonging to electric vehicles, the hydrocarbon industry may be surprisingly relevant. To me, it’s no shocker that Chevron (NYSE: CVX) ranks among the Warren Buffett stock picks. Fundamentally, the transition to getting everyone into EVs will be an enormous undertaking. As well, the pivot will require significant upgrades to infrastructure.On a strictly financial level, CVX isn’t exactly what you would call undervalued. Presently, shares trade at a trailing multiple of 10.14X and a forward multiple of 12X. However, CVX slipped about 8% since the beginning of this year, which could be undervalued based on outside fundamentals. Essentially, if return-to-office (RTO) trends pick up steam, traffic volume could increase.Cynically, that would be great news for CVX. Also, the framework would add to Chevron’s growth trend and profitability margins. Lastly, analysts peg CVX as a consensus moderate buy. Their average price target clocks in at $190.36, implying 19% upside.Warren Buffett Stock Picks: Amazon (AMZN)Another top-tier example of Warren Buffett stock picks that make plenty of sense, Amazon (NASDAQ: AMZN) is simply too dominant to be ignored. Yes, it’s incredibly controversial to take mom-and-pop stores out to dry, like a vacuum cleaner. Nevertheless, the manner in which it penetrated everyday transactions is unparalleled. Right now, it carries a market capitalization of $1.39 trillion and it could still move higher.Essentially, the narrative centers on e-commerce retail sales as a percentage of total sales. Unsurprisingly, this metric hit 16.5% in the second quarter of 2020. Following a gradual slowdown to 14.4% in Q2 2022, this stat is on the bounce back. As of the latest read in Q2 2023, it hit 15.4%. Obviously, Amazon commands much of this activity.Now, it’s not a discounted example of Buffett-approved stocks with a trailing earnings multiple of 106.23X. However, it delivers a robust three-year revenue growth rate (per-share basis) of 21.9%, beating out 83% of its peers. As well, analysts peg it as a strong buy with an average price target of $175.63, implying over 30% growth.Snowflake (SNOW)A cloud-computing-based data services specialist, Snowflake (NYSE: SNOW) represents an intriguing idea among Warren Buffett stock picks. At a basic level, the inclusion of SNOW confirms that the top Buffett investments don’t just center on a bunch of boring value plays. Rather, the Oracle is attuned to contemporary trends while also keeping an eye on the future.Personally, what I find appealing about Snowflake is its implications for cybersecurity. With the company’s data cloud architecture, enterprises have access to unified data, near-unlimited visibility, and powerful analytics. Put another way, Snowflake offers high-fidelity threat detection and a mechanism for swift incident responses.Financially, the company is a growth machine, which isn’t a shocker. However, being priced at a forward multiple of 286x, it’s not the cheapest idea out there. Still, Snowflake features a solid balance sheet, particularly a cash-to-debt ratio of 12.64x. Turning to Wall Street, analysts peg SNOW as a consensus strong buy. Their average price target comes in at $195.80, implying nearly 28% upside potential.General Motors (GM)To be clear, General Motors (NYSE: GM) isn’t everyone’s favorite idea for Warren Buffett stock picks. However, the Oracle also said to never bet against America. Given that GM represents an American automotive icon, I’d say that the inclusion of the brand among Berkshire Hathaway recommendations is true to form.Primarily, I like GM because of its ability to convert its iconic car models into electric variants. Better yet, this concept has stormed out of the realm of the theoretical and into reality. For instance, Car and Driver reported that the Corvette will see a fully electric version hit showroom floors in 2024 as a 2025 model.In fairness, the move will probably tick off automotive purists. At the same time, it will open a whole new addressable market: essentially, EV customers who are tired of the Tesla (NASDAQ: TSLA) two-tier design: boring or bizarre. On a final note, analysts peg GM as a consensus moderate buy. Their average price target stands at $50.33, implying over 50% upside potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206257875292360,"gmtCreate":1691365456692,"gmtModify":1691365460119,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"oh dear","listText":"oh dear","text":"oh dear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206257875292360","repostId":"1136225576","repostType":2,"repost":{"id":"1136225576","kind":"news","pubTimestamp":1691365038,"share":"https://ttm.financial/m/news/1136225576?lang=&edition=fundamental","pubTime":"2023-08-07 07:37","market":"us","language":"en","title":"Dan Loeb Surrendered But Meme Army Still Hits Bears for Millions","url":"https://stock-news.laohu8.com/highlight/detail?id=1136225576","media":"bloomberg","summary":"Tupperware, Nikola, Yellow rallies hit bearish investorsFundamentals take back seat to options and Reddit, Loeb saysDan Loeb is hardly the first Wall Street titan to lament how meme stock traders have","content":"<html><head></head><body><ul><li><p>Tupperware, Nikola, Yellow rallies hit bearish investors</p></li></ul><ul><li><p>Fundamentals take back seat to options and Reddit, Loeb says</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7f3736cec32ab022c52085e83769d3c\" alt=\"\" title=\"\" tg-width=\"2200\" tg-height=\"1468\"/></p><p>Dan Loeb is hardly the first Wall Street titan to lament how meme stock traders have made short selling a perilous endeavor. But that Loeb, who runs the hedge fund Third Point LLC, did so now is what’s interesting.</p><p>The meme crowd, it turns out, is back at it again, driving up stocks and burning short sellers just like they did back in the wild early days of the pandemic. Tupperware Brands Corp., Nikola Corp. and Yellow Corp. have spiraled higher, sticking short sellers in the process with some $435 million in losses over the past two months. Loeb, while seemingly untouched by those sudden market swings, made it clear in a letter this week to his clients that his days as a big gambler against individual stocks are over.</p><p>“Fundamental analysis is increasingly taking a back seat to monitoring daily option expiries and Reddit message boards, as evidenced by the numerous short squeezes and manipulations of heavily shorted stocks such as AMC and Gamestop in 2021 and others this year,” Third Point LLC’s chief executive wrote. “While we have not abandoned short selling, we continue to reduce our single name short exposure in favor of market hedges and short baskets.”</p><p>One short seller after another was burned by the meme-stock crowd back in early 2021 as amateur investors banded together on forums like Reddit’s WallStreetBets to bet against Wall Street pros who had bearish positions in the likes of GameStop Corp. and AMC Entertainment Holdings Inc. It was a time of excessive speculation, visible also in the froth around blank-check IPOs and the frenzy in digital currencies.</p><p>That strategy bore less fruit as the overall market turned south in 2022 and pros took extra care to mask their short positions. But it’s come roaring back in recent weeks, as the AI-fueled tech rally started to spread to the broader marker and speculative furor kicked up.</p><p>Take Tupperware. The maker of food-storage containers staged an unlikely eight-fold stock rally over two weeks despite warnings its business is teetering. For Yellow, the trucking company expected to file for bankruptcy, a three-day rally catapulted shares higher by 584%. Nikola Corp., the troubled electric vehicle maker, a 400% in shares jump hit short investors to the tune of roughly $350 million in paper losses at one point, data from analytics firm S3 Partners showed.</p><p>The seemingly random booms lay bare a risk to investors betting against stocks popular with retail traders. Those sudden pops can leave money managers with short positions exposed to big losses.</p><p>“The ability to have your price whipped around you, on the long or short side, is like never before,” says Peter Atwater, an adjunct professor of economics at William & Mary. “The speed at which the crowd can assemble, target and move is unprecedented.”</p><p>The latest barrage from the Reddit crowd only adds to the peril for short sellers, a group of investors that often comes under fire for taking negative stances on companies. The U.S. Justice Department launched a criminal probe into short selling by hedge funds and research firms with both the Securities and Exchange Commission and Justice Department going after hedge funds for running “short and distort” campaigns.</p><p>Distressed drugstore chain operator Rite Aid Corp. seemed to capture the attention of meme traders on Wednesday, spiking as much as 68% when a record 57 million shares changed hands. The company attempted to attract the meme spotlight last year, setting up a virutal event in an effort to appeal to the amateur crowd.</p><p>Short selling has always come with the threat that the bearish thesis won’t pan out or will take longer to play out than an investor can afford to wait. It’s only in the past two years that the threat of getting squeezed by an internet mob has emerged. For Loeb, that’s more than enough to signal a permanent change in the landscape.</p><p>“The short selling environment is much more challenging than it has been historically,” he wrote. Third Point has “increased diversification and reduced position sizes of single name shorts, limiting our vulnerability to short squeezes.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dan Loeb Surrendered But Meme Army Still Hits Bears for Millions</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\">\nDan Loeb Surrendered But Meme Army Still Hits Bears for Millions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-07 07:37 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-08-06/dan-loeb-surrendered-but-meme-army-still-hits-bears-for-millions><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tupperware, Nikola, Yellow rallies hit bearish investorsFundamentals take back seat to options and Reddit, Loeb saysDan Loeb is hardly the first Wall Street titan to lament how meme stock traders have...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-08-06/dan-loeb-surrendered-but-meme-army-still-hits-bears-for-millions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YELL":"Yellow Corporation","NKLA":"Nikola Corporation","TUP":"特百惠"},"source_url":"https://www.bloomberg.com/news/articles/2023-08-06/dan-loeb-surrendered-but-meme-army-still-hits-bears-for-millions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136225576","content_text":"Tupperware, Nikola, Yellow rallies hit bearish investorsFundamentals take back seat to options and Reddit, Loeb saysDan Loeb is hardly the first Wall Street titan to lament how meme stock traders have made short selling a perilous endeavor. But that Loeb, who runs the hedge fund Third Point LLC, did so now is what’s interesting.The meme crowd, it turns out, is back at it again, driving up stocks and burning short sellers just like they did back in the wild early days of the pandemic. Tupperware Brands Corp., Nikola Corp. and Yellow Corp. have spiraled higher, sticking short sellers in the process with some $435 million in losses over the past two months. Loeb, while seemingly untouched by those sudden market swings, made it clear in a letter this week to his clients that his days as a big gambler against individual stocks are over.“Fundamental analysis is increasingly taking a back seat to monitoring daily option expiries and Reddit message boards, as evidenced by the numerous short squeezes and manipulations of heavily shorted stocks such as AMC and Gamestop in 2021 and others this year,” Third Point LLC’s chief executive wrote. “While we have not abandoned short selling, we continue to reduce our single name short exposure in favor of market hedges and short baskets.”One short seller after another was burned by the meme-stock crowd back in early 2021 as amateur investors banded together on forums like Reddit’s WallStreetBets to bet against Wall Street pros who had bearish positions in the likes of GameStop Corp. and AMC Entertainment Holdings Inc. It was a time of excessive speculation, visible also in the froth around blank-check IPOs and the frenzy in digital currencies.That strategy bore less fruit as the overall market turned south in 2022 and pros took extra care to mask their short positions. But it’s come roaring back in recent weeks, as the AI-fueled tech rally started to spread to the broader marker and speculative furor kicked up.Take Tupperware. The maker of food-storage containers staged an unlikely eight-fold stock rally over two weeks despite warnings its business is teetering. For Yellow, the trucking company expected to file for bankruptcy, a three-day rally catapulted shares higher by 584%. Nikola Corp., the troubled electric vehicle maker, a 400% in shares jump hit short investors to the tune of roughly $350 million in paper losses at one point, data from analytics firm S3 Partners showed.The seemingly random booms lay bare a risk to investors betting against stocks popular with retail traders. Those sudden pops can leave money managers with short positions exposed to big losses.“The ability to have your price whipped around you, on the long or short side, is like never before,” says Peter Atwater, an adjunct professor of economics at William & Mary. “The speed at which the crowd can assemble, target and move is unprecedented.”The latest barrage from the Reddit crowd only adds to the peril for short sellers, a group of investors that often comes under fire for taking negative stances on companies. The U.S. Justice Department launched a criminal probe into short selling by hedge funds and research firms with both the Securities and Exchange Commission and Justice Department going after hedge funds for running “short and distort” campaigns.Distressed drugstore chain operator Rite Aid Corp. seemed to capture the attention of meme traders on Wednesday, spiking as much as 68% when a record 57 million shares changed hands. The company attempted to attract the meme spotlight last year, setting up a virutal event in an effort to appeal to the amateur crowd.Short selling has always come with the threat that the bearish thesis won’t pan out or will take longer to play out than an investor can afford to wait. It’s only in the past two years that the threat of getting squeezed by an internet mob has emerged. For Loeb, that’s more than enough to signal a permanent change in the landscape.“The short selling environment is much more challenging than it has been historically,” he wrote. Third Point has “increased diversification and reduced position sizes of single name shorts, limiting our vulnerability to short squeezes.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205555380871272,"gmtCreate":1691193942096,"gmtModify":1691193946089,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"wait till apple unveil the iCar.. will you guys buy? ","listText":"wait till apple unveil the iCar.. will you guys buy? ","text":"wait till apple unveil the iCar.. will you guys buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205555380871272","repostId":"1177147083","repostType":2,"repost":{"id":"1177147083","kind":"news","pubTimestamp":1691192028,"share":"https://ttm.financial/m/news/1177147083?lang=&edition=fundamental","pubTime":"2023-08-05 07:33","market":"us","language":"en","title":"Apple Loses Historic $3 Trillion Crown as Sales Disappoint","url":"https://stock-news.laohu8.com/highlight/detail?id=1177147083","media":"Bloomberg","summary":"Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other g","content":"<html><head></head><body><p>Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other gadgets.</p><p>Shares in the California-based company dropped 4.8% on Friday, resulting in a market capitalization of about $2.85 trillion. The day’s decline, Apple’s largest since September, represented a drop of more than $160 billion in market value. In June, Apple became the first company with a $3 trillion value.</p><p style=\"text-align: start;\">In its report, Apple posted its third straight quarter of declining sales, and predicted a similar performance in the current period.</p><p style=\"text-align: start;\">Rosenblatt Securities downgraded the stock to neutral, saying the mixed report “highlights the slowdown phase in which Apple now sits.” Even though the company’s Services business is accelerating, “a slowdown in the U.S. seems likely to last until a material new product category takes hold.” Analyst Barton Crockett sees this prospect as “uncertain both in timing and success, leaving little reason to favor shares now trading near peak absolute and relative multiples.”</p><p style=\"text-align: start;\">Apple’s valuation has been a concern for investors. The stock trades at about 28 times estimated earnings, a premium to both its own history and the overall market.</p><p style=\"text-align: start;\">The reaction to Apple’s results wasn’t uniformly negative, and Citi is optimistic about where it goes from here. The firm placed Apple on a 90-day upside catalyst watch ahead of its expected iPhone 15 series release in September.</p><p style=\"text-align: start;\">Even with the day’s drop, Apple remains up 40% this year, roughly even with the performance of the Nasdaq 100 Index. However, Friday’s decline meant the stock closed below its 50-day moving average for the first time since January, a sign of weak near-term momentum.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Loses Historic $3 Trillion Crown as Sales Disappoint</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Loses Historic $3 Trillion Crown as Sales Disappoint\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-05 07:33 GMT+8 <a href=https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177147083","content_text":"Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other gadgets.Shares in the California-based company dropped 4.8% on Friday, resulting in a market capitalization of about $2.85 trillion. The day’s decline, Apple’s largest since September, represented a drop of more than $160 billion in market value. In June, Apple became the first company with a $3 trillion value.In its report, Apple posted its third straight quarter of declining sales, and predicted a similar performance in the current period.Rosenblatt Securities downgraded the stock to neutral, saying the mixed report “highlights the slowdown phase in which Apple now sits.” Even though the company’s Services business is accelerating, “a slowdown in the U.S. seems likely to last until a material new product category takes hold.” Analyst Barton Crockett sees this prospect as “uncertain both in timing and success, leaving little reason to favor shares now trading near peak absolute and relative multiples.”Apple’s valuation has been a concern for investors. The stock trades at about 28 times estimated earnings, a premium to both its own history and the overall market.The reaction to Apple’s results wasn’t uniformly negative, and Citi is optimistic about where it goes from here. The firm placed Apple on a 90-day upside catalyst watch ahead of its expected iPhone 15 series release in September.Even with the day’s drop, Apple remains up 40% this year, roughly even with the performance of the Nasdaq 100 Index. However, Friday’s decline meant the stock closed below its 50-day moving average for the first time since January, a sign of weak near-term momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203873611325600,"gmtCreate":1690810666584,"gmtModify":1690810669940,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"😅👍 nice.. ","listText":"😅👍 nice.. ","text":"😅👍 nice..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203873611325600","repostId":"1103377326","repostType":2,"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196822677581944,"gmtCreate":1689088136077,"gmtModify":1689088139671,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"nice read.. ","listText":"nice read.. ","text":"nice read..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196822677581944","repostId":"2350813629","repostType":2,"repost":{"id":"2350813629","kind":"highlight","pubTimestamp":1689089413,"share":"https://ttm.financial/m/news/2350813629?lang=&edition=fundamental","pubTime":"2023-07-11 23:30","market":"us","language":"en","title":"1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2350813629","media":"Motley Fool","summary":"Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a feroc","content":"<html><head></head><body><p>Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ferocious pace.</p><p>As is standard when stock market volatility picks up, investors have responded by gravitating to the FAANG stocks.</p><p>When I refer to "FAANG," I'm talking about:</p><ul><li><p>Facebook, which is now a subsidiary of <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong></p></li><li><p><strong>Apple</strong></p></li><li><p><strong>Amazon</strong></p></li><li><p><strong>Netflix</strong></p></li><li><p>Google, which is now a subsidiary of <strong>Alphabet</strong></p></li></ul><p>The FAANGs are industry-leading businesses that have crushed the broader market over the trailing-10-year period. Whereas the benchmark <strong>S&P 500</strong> is up by a respectable 170% over the trailing decade, Alphabet (Class A shares, GOOGL), Amazon, Meta Platforms, Apple, and Netflix are respectively higher by 438%, 798%, 1,100%, 1,190%, and 1,260% over the same period.</p><p>These are also companies with seemingly sustained catalysts and massive moats.</p><ul><li><p>Meta Platforms' social media real estate is unrivaled, with 3.81 billion monthly active users visiting its family of apps during the March-ended quarter.</p></li><li><p>Apple accounts for around half of all U.S. smartphone market share and has the most impressive capital-return program on the planet.</p></li><li><p>Amazon's e-commerce marketplace brings in approximately $0.40 of every $1 spent in U.S. online retail sales.</p></li><li><p>Netflix pivoted its first-mover advantages in the streaming space into the No. 1 share in domestic and international markets.</p></li><li><p>Alphabet's internet search engine, Google, is responsible for nearly 93% of worldwide search share.</p></li></ul><p>Despite being industry leaders and outperformers, no two FAANG stocks are the same. As we move into July, one FAANG remains historically inexpensive and offers abundant upside, while another looks entirely avoidable.</p><h2 id=\"id_2224641185\">The FAANG stock that's a surefire buy in July: Amazon</h2><p>Among the FAANGs, it's e-commerce behemoth Amazon that stands out as a surefire buy for patient investors in July.</p><p>As with all stocks, Amazon does have headwinds it's contending with. For example, numerous economic indicators suggest there's an above-average likelihood of a U.S. recession taking shape in the coming months or quarters. Amazon generates a lot of its revenue from its online marketplace. During recessions, it's normal for consumer and enterprise buying activity to slow, which would undoubtedly be bad news for the company's online retail sales.</p><p>The other big challenge for Amazon is that it's not cheap in the traditional sense of the word. Amazon's management team has always been big on reinvesting back into the business, which comes at a cost to the company's bottom line. Investors tend to pay closer attention to valuation during and immediately after a bear market.</p><p>While both of these headwinds are tangible and shouldn't be swept under the rug, neither makes a particularly strong case to avoid Amazon. If investors do a bit of digging into what's really spinning the wheels for this company, there's a good chance they'll see the same value I do.</p><p>Perhaps the most overlooked aspect of Amazon is that its top revenue segment -- the e-commerce marketplace -- is of relatively low importance to its cash flow generation. What's far more important for Amazon is that its three <em>significantly</em> higher-margin ancillary divisions are firing on all cylinders.</p><p>For instance, Amazon Web Services (AWS) is the world's No. 1 cloud infrastructure service provider, with a 32% share in the March-ended quarter, according to estimates from Canalys. Enterprise cloud spending is still in its early stages and offers sustained double-digit growth potential. More importantly, cloud service margins can run circles around online retail margins. Despite accounting for roughly a sixth of Amazon's net sales, AWS regularly generates the lion's share of the company's operating income.</p><p>The same can be said for subscriptions services, which is another sustainably fast-growing, cash-cow segment for Amazon. More than 200 million people worldwide have signed up for Prime, as of April 2021, and this figure has more than likely increased since Amazon landed the exclusive rights to <em>Thursday Night Football</em>.</p><p>Advertising services is the third segment of importance. Amazon is one of the most-trafficked websites on the planet, making it a logical target for advertisers wanting to target users. Over the past six reported quarters (Q4 2021-Q1 2023), advertising services have grown by no less than 21% on a year-over-year, currency-neutral basis. </p><p>The key point here is that cash flow matters far more to Amazon's future any other metric. During the 2010s, Amazon closed out every year trading at 23 to 37 times its cash flow. By comparison, investors can purchase shares of Amazon right now for 17 times consensus cash flow for 2023, 13 times forecast cash flow for 2024, and roughly 9 times projected cash flow for 2026. Amazon's stock is cheaper than it's ever been.</p><h2 id=\"id_1275825443\">The FAANG stock to avoid like the plague in July: Apple</h2><p>However, not all FAANG stocks are necessarily going to be winners. Although tech stock Apple powered through the $3 trillion market cap mark to close out the first half of the year, it's the FAANG stock that's worth avoiding like the plague in July.</p><p>To be clear, a company doesn't reach a $3 trillion valuation by accident. Apple has had plenty of catalysts working in its favor for quite some time. As noted, it's the undisputed leader in smartphone sales in the United States. Since introducing a 5G-capable iPhone, Apple has seen its quarterly share of U.S. smartphone sales jump to as much as 60%.</p><p>Apple is also making significant headway with its services segment. CEO Tim Cook is overseeing a natural evolution of Apple's operations that should further increase customer loyalty, improve the company's operating margin over time, and somewhat minimize the sales fluctuations observed during major iPhone replacement cycles.</p><p>However, it's pretty much impossible to pitch Apple as a good value at the moment given what we're seeing in the company's quarterly operating results and its guidance.</p><p>From the start of 2013 through 2018, investors had the opportunity to buy shares of Apple for between 10 and 15 times forward-year earnings. With Apple averaging a double-digit growth rate and its iPhones flying off store shelves, this proved to be a phenomenal deal.</p><p>At the moment, investors would have to pay 31 times Wall Street's consensus earnings for fiscal 2023 (Apple's fiscal year ends in late September) and a multiple of 28 times forward-year earnings to own shares of the United States' largest publicly traded company. The kicker is Apple's sales and profits are both slated to decline by around 2% in fiscal 2023 -- even <em>with</em> the help of above-average inflation.</p><p>Apple's issues are twofold. First, personal-computing sales have fallen off a cliff as life returns to some semblance of normal following the worst of the COVID-19 pandemic. Sales of Mac in the first half of fiscal 2023 are down nearly 30%. Secondly, Apple's iPhone 14 didn't ramp as expected, with iPhone sales $5.1 billion below where they were at this time last year. </p><p>To build on the above, Apple's recently introduced virtual reality glasses, known as the Vision Pro, may disappoint. According to a report from <em>The Financial Times</em>, two people familiar with the company, along with Apple's Chinese manufacturer, told FT that it only plans to produce 400,000 units instead of the 1 million units it had hoped to sell. </p><p>It's been a long time since Apple was as fundamentally unattractive as it is now, which is what makes it an easy avoid in July.</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>1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague</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\">\n1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 23:30 GMT+8 <a href=https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350813629","content_text":"Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ferocious pace.As is standard when stock market volatility picks up, investors have responded by gravitating to the FAANG stocks.When I refer to \"FAANG,\" I'm talking about:Facebook, which is now a subsidiary of Meta PlatformsAppleAmazonNetflixGoogle, which is now a subsidiary of AlphabetThe FAANGs are industry-leading businesses that have crushed the broader market over the trailing-10-year period. Whereas the benchmark S&P 500 is up by a respectable 170% over the trailing decade, Alphabet (Class A shares, GOOGL), Amazon, Meta Platforms, Apple, and Netflix are respectively higher by 438%, 798%, 1,100%, 1,190%, and 1,260% over the same period.These are also companies with seemingly sustained catalysts and massive moats.Meta Platforms' social media real estate is unrivaled, with 3.81 billion monthly active users visiting its family of apps during the March-ended quarter.Apple accounts for around half of all U.S. smartphone market share and has the most impressive capital-return program on the planet.Amazon's e-commerce marketplace brings in approximately $0.40 of every $1 spent in U.S. online retail sales.Netflix pivoted its first-mover advantages in the streaming space into the No. 1 share in domestic and international markets.Alphabet's internet search engine, Google, is responsible for nearly 93% of worldwide search share.Despite being industry leaders and outperformers, no two FAANG stocks are the same. As we move into July, one FAANG remains historically inexpensive and offers abundant upside, while another looks entirely avoidable.The FAANG stock that's a surefire buy in July: AmazonAmong the FAANGs, it's e-commerce behemoth Amazon that stands out as a surefire buy for patient investors in July.As with all stocks, Amazon does have headwinds it's contending with. For example, numerous economic indicators suggest there's an above-average likelihood of a U.S. recession taking shape in the coming months or quarters. Amazon generates a lot of its revenue from its online marketplace. During recessions, it's normal for consumer and enterprise buying activity to slow, which would undoubtedly be bad news for the company's online retail sales.The other big challenge for Amazon is that it's not cheap in the traditional sense of the word. Amazon's management team has always been big on reinvesting back into the business, which comes at a cost to the company's bottom line. Investors tend to pay closer attention to valuation during and immediately after a bear market.While both of these headwinds are tangible and shouldn't be swept under the rug, neither makes a particularly strong case to avoid Amazon. If investors do a bit of digging into what's really spinning the wheels for this company, there's a good chance they'll see the same value I do.Perhaps the most overlooked aspect of Amazon is that its top revenue segment -- the e-commerce marketplace -- is of relatively low importance to its cash flow generation. What's far more important for Amazon is that its three significantly higher-margin ancillary divisions are firing on all cylinders.For instance, Amazon Web Services (AWS) is the world's No. 1 cloud infrastructure service provider, with a 32% share in the March-ended quarter, according to estimates from Canalys. Enterprise cloud spending is still in its early stages and offers sustained double-digit growth potential. More importantly, cloud service margins can run circles around online retail margins. Despite accounting for roughly a sixth of Amazon's net sales, AWS regularly generates the lion's share of the company's operating income.The same can be said for subscriptions services, which is another sustainably fast-growing, cash-cow segment for Amazon. More than 200 million people worldwide have signed up for Prime, as of April 2021, and this figure has more than likely increased since Amazon landed the exclusive rights to Thursday Night Football.Advertising services is the third segment of importance. Amazon is one of the most-trafficked websites on the planet, making it a logical target for advertisers wanting to target users. Over the past six reported quarters (Q4 2021-Q1 2023), advertising services have grown by no less than 21% on a year-over-year, currency-neutral basis. The key point here is that cash flow matters far more to Amazon's future any other metric. During the 2010s, Amazon closed out every year trading at 23 to 37 times its cash flow. By comparison, investors can purchase shares of Amazon right now for 17 times consensus cash flow for 2023, 13 times forecast cash flow for 2024, and roughly 9 times projected cash flow for 2026. Amazon's stock is cheaper than it's ever been.The FAANG stock to avoid like the plague in July: AppleHowever, not all FAANG stocks are necessarily going to be winners. Although tech stock Apple powered through the $3 trillion market cap mark to close out the first half of the year, it's the FAANG stock that's worth avoiding like the plague in July.To be clear, a company doesn't reach a $3 trillion valuation by accident. Apple has had plenty of catalysts working in its favor for quite some time. As noted, it's the undisputed leader in smartphone sales in the United States. Since introducing a 5G-capable iPhone, Apple has seen its quarterly share of U.S. smartphone sales jump to as much as 60%.Apple is also making significant headway with its services segment. CEO Tim Cook is overseeing a natural evolution of Apple's operations that should further increase customer loyalty, improve the company's operating margin over time, and somewhat minimize the sales fluctuations observed during major iPhone replacement cycles.However, it's pretty much impossible to pitch Apple as a good value at the moment given what we're seeing in the company's quarterly operating results and its guidance.From the start of 2013 through 2018, investors had the opportunity to buy shares of Apple for between 10 and 15 times forward-year earnings. With Apple averaging a double-digit growth rate and its iPhones flying off store shelves, this proved to be a phenomenal deal.At the moment, investors would have to pay 31 times Wall Street's consensus earnings for fiscal 2023 (Apple's fiscal year ends in late September) and a multiple of 28 times forward-year earnings to own shares of the United States' largest publicly traded company. The kicker is Apple's sales and profits are both slated to decline by around 2% in fiscal 2023 -- even with the help of above-average inflation.Apple's issues are twofold. First, personal-computing sales have fallen off a cliff as life returns to some semblance of normal following the worst of the COVID-19 pandemic. Sales of Mac in the first half of fiscal 2023 are down nearly 30%. Secondly, Apple's iPhone 14 didn't ramp as expected, with iPhone sales $5.1 billion below where they were at this time last year. To build on the above, Apple's recently introduced virtual reality glasses, known as the Vision Pro, may disappoint. According to a report from The Financial Times, two people familiar with the company, along with Apple's Chinese manufacturer, told FT that it only plans to produce 400,000 units instead of the 1 million units it had hoped to sell. It's been a long time since Apple was as fundamentally unattractive as it is now, which is what makes it an easy avoid in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190731958378528,"gmtCreate":1687591119139,"gmtModify":1687591123091,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"wait till it drops and grab? ","listText":"wait till it drops and grab? ","text":"wait till it drops and grab?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190731958378528","repostId":"2345721975","repostType":2,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189999774761224,"gmtCreate":1687412396678,"gmtModify":1687412400304,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"any stock that can make my cents/penny into $1M in 2033?","listText":"any stock that can make my cents/penny into $1M in 2033?","text":"any stock that can make my cents/penny into $1M in 2033?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/189999774761224","repostId":"2345225856","repostType":2,"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970528096,"gmtCreate":1684738057915,"gmtModify":1684738062119,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970528096","repostId":"2337663148","repostType":2,"repost":{"id":"2337663148","kind":"highlight","pubTimestamp":1684718557,"share":"https://ttm.financial/m/news/2337663148?lang=&edition=fundamental","pubTime":"2023-05-22 09:22","market":"us","language":"en","title":"These 3 Ultra-High-Yield Dividend Stocks are Severely Underrated","url":"https://stock-news.laohu8.com/highlight/detail?id=2337663148","media":"Motley Fool","summary":"Investors aren't giving these MLPs the credit they deserve.","content":"<html><head></head><body><p>Energy midstream companies have fallen out of favor with investors over the years. Many investors are concerned that demand for fossil fuels will go extinct as the world transitions to cleaner alternatives. That would dry up the cash flows midstream companies produce.</p><p>However, most industry forecasters expect oil and gas to continue playing a vital role in fueling the economy for decades, with demand expected to keep rising in the coming years. That should supply pipeline companies with stable and growing earnings while giving them time to transition their businesses. In the meantime, investors can collect big-time passive income streams from the space. Three of the most severely underrated midstream companies are <strong>Energy Transfer</strong> (ET), <strong>MPLX</strong> (MPLX), and <strong><a href=\"https://laohu8.com/S/DKL\">Delek Logistics Partners</a></strong> (DKL).</p><h2>This big-time payout is heading higher</h2><p>Energy Transfer doesn't get anywhere near the credit it deserves. The leading master limited partnership (MLP) generates copious cash flows. The company produced over $2 billion in distributable cash flow in the first quarter. It distributed about half that money to investors via a payout yielding an eye-popping 9.7%. It retained the other half to fund expansion projects and continue shoring up its much-improved balance sheet.</p><p>The MLP expects to invest about $2 billion in expansion projects this year, which will help grow its cash flow in the coming years. It also acquired Lotus Midstream in a $1.45 billion cash-and-equity deal. That transaction will increase its cash flow without impacting its leverage metrics. With its business producing more cash than it needs to fund the distribution and growth projects, Energy Transfer expects its leverage ratio to be at the lower end of its 4.0 to 4.5 target ratio.</p><p>Energy Transfer's growing cash flow and strengthening balance sheet drive its plan to increase its already massive distribution. The MLP intends to grow the payout by 3% to 5% annually by giving investors modest quarterly rate increases. That makes it an extremely attractive option for income-seeking investors. </p><h2>A massive and rapidly rising payout</h2><p>MPLX currently yields 9.1%. That monster payout is also on a very firm foundation. The company produced about $1.3 billion of distributable cash flow during the first quarter. That was enough money to cover its big-time payout by a super comfy 1.6 times. Meanwhile, the MLP ended the period with leverage at 3.5, below its 4.0 target. </p><p>Those factors give the company the financial flexibility to invest in expansion projects and opportunistically repurchase its dirt cheap units. The MLP is currently expanding its natural gas long-haul and crude oil gathering pipelines in the Permian and Bakken basins. It's also building several new natural gas processing plants in the Permian and Marcellus basins. These expansions will grow its cash flow as they come online over the next couple of years. </p><p>MPLX's growing cash flows will enable the MLP to continue increasing its distribution. The pipeline company gave its investors a 10% pay bump last fall, continuing its steady distribution growth. </p><h2>A model of consistency</h2><p>Delek Logistics Partners' distribution currently yields around 9%. The MLP has an exceptional track record of increasing its payout. It has given investors a raise for more than 40 straight quarters. The company grew its distribution by 5% last year. </p><p>Delek generated enough cash to cash to cover its distribution by 1.4 times in the first quarter. Meanwhile, it had a reasonable leverage ratio of 4.8. Those factors put its payout on a solid foundation while giving it the financial flexibility to invest in high-return expansion projects. It's connecting many new wells to its gathering systems in the Permian Basin, which will drive volume and cash flow growth. It also has the flexibility to pursue acquisitions as opportunities arise. </p><p>The pipeline company's solid financial position and growing cash flows drive its plan to raise its payout by another 5% in 2023. </p><h2>Vastly underrated income stocks</h2><p>The market isn't paying much attention to midstream MLPs. That's obvious, given the 9% yields currently offered by Energy Transfer, MPLX, and Delek Logistics Partners. Investors are severely underestimating their ability to maintain and grow their big-time distributions. They represent great opportunities for those seeking big-time and steadily rising passive income streams.</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>These 3 Ultra-High-Yield Dividend Stocks are Severely Underrated</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\">\nThese 3 Ultra-High-Yield Dividend Stocks are Severely Underrated\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 09:22 GMT+8 <a href=https://www.fool.com/investing/2023/05/21/these-3-ultra-high-yield-dividend-stocks-are-sever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Energy midstream companies have fallen out of favor with investors over the years. Many investors are concerned that demand for fossil fuels will go extinct as the world transitions to cleaner ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/21/these-3-ultra-high-yield-dividend-stocks-are-sever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKL":"Delek Logistics Partners","ET":"Energy Transfer LP","MPLX":"MPLX LP","BK4024":"房地产开发"},"source_url":"https://www.fool.com/investing/2023/05/21/these-3-ultra-high-yield-dividend-stocks-are-sever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337663148","content_text":"Energy midstream companies have fallen out of favor with investors over the years. Many investors are concerned that demand for fossil fuels will go extinct as the world transitions to cleaner alternatives. That would dry up the cash flows midstream companies produce.However, most industry forecasters expect oil and gas to continue playing a vital role in fueling the economy for decades, with demand expected to keep rising in the coming years. That should supply pipeline companies with stable and growing earnings while giving them time to transition their businesses. In the meantime, investors can collect big-time passive income streams from the space. Three of the most severely underrated midstream companies are Energy Transfer (ET), MPLX (MPLX), and Delek Logistics Partners (DKL).This big-time payout is heading higherEnergy Transfer doesn't get anywhere near the credit it deserves. The leading master limited partnership (MLP) generates copious cash flows. The company produced over $2 billion in distributable cash flow in the first quarter. It distributed about half that money to investors via a payout yielding an eye-popping 9.7%. It retained the other half to fund expansion projects and continue shoring up its much-improved balance sheet.The MLP expects to invest about $2 billion in expansion projects this year, which will help grow its cash flow in the coming years. It also acquired Lotus Midstream in a $1.45 billion cash-and-equity deal. That transaction will increase its cash flow without impacting its leverage metrics. With its business producing more cash than it needs to fund the distribution and growth projects, Energy Transfer expects its leverage ratio to be at the lower end of its 4.0 to 4.5 target ratio.Energy Transfer's growing cash flow and strengthening balance sheet drive its plan to increase its already massive distribution. The MLP intends to grow the payout by 3% to 5% annually by giving investors modest quarterly rate increases. That makes it an extremely attractive option for income-seeking investors. A massive and rapidly rising payoutMPLX currently yields 9.1%. That monster payout is also on a very firm foundation. The company produced about $1.3 billion of distributable cash flow during the first quarter. That was enough money to cover its big-time payout by a super comfy 1.6 times. Meanwhile, the MLP ended the period with leverage at 3.5, below its 4.0 target. Those factors give the company the financial flexibility to invest in expansion projects and opportunistically repurchase its dirt cheap units. The MLP is currently expanding its natural gas long-haul and crude oil gathering pipelines in the Permian and Bakken basins. It's also building several new natural gas processing plants in the Permian and Marcellus basins. These expansions will grow its cash flow as they come online over the next couple of years. MPLX's growing cash flows will enable the MLP to continue increasing its distribution. The pipeline company gave its investors a 10% pay bump last fall, continuing its steady distribution growth. A model of consistencyDelek Logistics Partners' distribution currently yields around 9%. The MLP has an exceptional track record of increasing its payout. It has given investors a raise for more than 40 straight quarters. The company grew its distribution by 5% last year. Delek generated enough cash to cash to cover its distribution by 1.4 times in the first quarter. Meanwhile, it had a reasonable leverage ratio of 4.8. Those factors put its payout on a solid foundation while giving it the financial flexibility to invest in high-return expansion projects. It's connecting many new wells to its gathering systems in the Permian Basin, which will drive volume and cash flow growth. It also has the flexibility to pursue acquisitions as opportunities arise. The pipeline company's solid financial position and growing cash flows drive its plan to raise its payout by another 5% in 2023. Vastly underrated income stocksThe market isn't paying much attention to midstream MLPs. That's obvious, given the 9% yields currently offered by Energy Transfer, MPLX, and Delek Logistics Partners. Investors are severely underestimating their ability to maintain and grow their big-time distributions. They represent great opportunities for those seeking big-time and steadily rising passive income streams.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947470957,"gmtCreate":1683549454880,"gmtModify":1683549460016,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"go. go. go. need to pay the bills soon. ","listText":"go. go. go. need to pay the bills soon. ","text":"go. go. go. need to pay the bills soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947470957","repostId":"1108809398","repostType":2,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947643697,"gmtCreate":1683114078820,"gmtModify":1683114083429,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"why oh why","listText":"why oh why","text":"why oh why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947643697","repostId":"1148611312","repostType":2,"repost":{"id":"1148611312","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683103932,"share":"https://ttm.financial/m/news/1148611312?lang=&edition=fundamental","pubTime":"2023-05-03 16:52","market":"us","language":"en","title":"Guardforce AI Tumbled Over 58% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1148611312","media":"Tiger Newspress","summary":"GUARDFORCE AI CO., LIMITED tumbled over 58% in premarket trading.It today announced the pricing of i","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/GFAI\">GUARDFORCE AI CO., LIMITED</a> tumbled over 58% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39ffc7c9b625a8e951c4c8ec59788be6\" tg-width=\"655\" tg-height=\"521\"/></p><p>It today announced the pricing of its underwritten public offering of 1,720,430 ordinary shares, par value $0.12 per share (the "Ordinary Shares") at a public offering price of $4.65 per share, for aggregate gross proceeds of approximately $8.0 million, prior to deducting underwriting discounts and other offering expenses. In addition, the Company has granted the underwriters a 45-day option to purchase up to an additional 258,064 ordinary shares at the public offering price per share, less the underwriting discounts to cover over-allotments, if any. The offering is expected to close on May 5, 2023, subject to satisfaction of customary closing conditions.</p><p></p><p></p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Guardforce AI Tumbled Over 58% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGuardforce AI Tumbled Over 58% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-05-03 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/GFAI\">GUARDFORCE AI CO., LIMITED</a> tumbled over 58% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39ffc7c9b625a8e951c4c8ec59788be6\" tg-width=\"655\" tg-height=\"521\"/></p><p>It today announced the pricing of its underwritten public offering of 1,720,430 ordinary shares, par value $0.12 per share (the "Ordinary Shares") at a public offering price of $4.65 per share, for aggregate gross proceeds of approximately $8.0 million, prior to deducting underwriting discounts and other offering expenses. In addition, the Company has granted the underwriters a 45-day option to purchase up to an additional 258,064 ordinary shares at the public offering price per share, less the underwriting discounts to cover over-allotments, if any. The offering is expected to close on May 5, 2023, subject to satisfaction of customary closing conditions.</p><p></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFAI":"GUARDFORCE AI CO., LIMITED"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148611312","content_text":"GUARDFORCE AI CO., LIMITED tumbled over 58% in premarket trading.It today announced the pricing of its underwritten public offering of 1,720,430 ordinary shares, par value $0.12 per share (the \"Ordinary Shares\") at a public offering price of $4.65 per share, for aggregate gross proceeds of approximately $8.0 million, prior to deducting underwriting discounts and other offering expenses. In addition, the Company has granted the underwriters a 45-day option to purchase up to an additional 258,064 ordinary shares at the public offering price per share, less the underwriting discounts to cover over-allotments, if any. The offering is expected to close on May 5, 2023, subject to satisfaction of customary closing conditions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947003721,"gmtCreate":1682311711664,"gmtModify":1682311715840,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"buy and hold","listText":"buy and hold","text":"buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947003721","repostId":"1165766177","repostType":2,"repost":{"id":"1165766177","kind":"news","pubTimestamp":1682300997,"share":"https://ttm.financial/m/news/1165766177?lang=&edition=fundamental","pubTime":"2023-04-24 09:49","market":"us","language":"en","title":"3 High-Quality Dividend Stocks to Buy and Hold for Life","url":"https://stock-news.laohu8.com/highlight/detail?id=1165766177","media":"InvestorPlace","summary":"Yield tends to be the first place you look for dividend stocks to buy and hold. But there’s more to ","content":"<html><head></head><body><ul><li><p>Yield tends to be the first place you look for dividend stocks to buy and hold. But there’s more to high-quality dividend stocks. A manageable payout ratio, a history of hiking payouts and easy-to-forecast revenue are all hallmarks of a great dividend stock.</p></li></ul><ul><li><p><strong>Lloyds Banking Group </strong>(<strong><u>LYG</u></strong>): Before you turn your nose up at a banking stock, consider that this U.K. giant is all-but over capitalised and has very little risk of going belly-up. With a near 5% yield and strong financials, this one is worth considering.</p></li><li><p><strong>Brookfield Infrastructure </strong>(<strong><u>BIP</u></strong>): With a respectable 4.3% yield, Brookfield’s a classic dividend stock. The company owns water, energy, transportation and communication infrastructure around the world so it’s not only well-diversified, but it’s in a pretty solid position if a global downturn is ahead.</p></li><li><p><strong>Clearway Energy </strong>(<strong><u>CWEN</u></strong>): Clearway is a non-traditional utility that specialises in wind and solar assets. The group’s long-term contracts help support a dividend within touching distance of 5%, making this one of the very few income plays in the renewables space.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0e8d420ae827e94d12a78fd3643dcb7\" alt=\"\" title=\"\" tg-width=\"768\" tg-height=\"432\"/></p><p>Dividend stocks to buy and hold for decades aren’t quite as sexy as the latest growth stock trend. But they make up an important part of a balanced portfolio, particularly for those investors who don’t want to take on much risk. In the current environment, finding high-quality dividend stocks is a challenge — everyone’s scrapping for cash, and that can mean dividend payouts are at risk of making their way to the chopping block. But the handful of great buys out there can be a good way to ride out the economic turmoil that could be ahead.</p><p>So how can you find these diamonds in the rough? The first place to start is yield. Growth stocks tend not to pay a dividend because management foresees a higher return by reinvesting that cash into the business. Some companies fall somewhere in the middle, reinvesting a large proportion of their cash into the business but also sharing some of it with investors.</p><p>These companies tend to offer a yield somewhere between 1-3%, and they can be a great investment. I’m looking at you, <strong>Microsoft</strong> (NASDAQ:<strong><u>MSFT</u></strong>).</p><p>But a true-blue dividend stock is one that delivers a yield upwards of 4%. Given inflation, higher than that is desirable, but a higher yield isn’t always a great sign. Remember that yield is dividend payouts compared to share price — so a lower share price can artificially inflate the yield. Plus, a company that’s sending the bulk of its profits back to investors isn’t going to be a sustainable business. Some of that cash needs to go toward building out the business and solidifying its place in the future.</p><p>A sustainable yield is a key factor if you’re looking for dividend stocks to buy and hold long-term. One way to decide if the current rate of payouts can be maintained is to look at the payout ratio, which compares dividends to net income. This can vary from industry to industry, but a general rule of thumb is to look for companies that payout 40-50% of their earnings as dividends. This leaves plenty of breathing room in case things turn sour and also opens the door for future hikes.</p><h2>Dividend Stocks to Buy and Hold: Lloyds Banking Group (LYG)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0fd90c447ab3be0bb51fbe01ae3719\" alt=\"\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p><strong>Lloyds</strong> (NYSE:<strong><u>LYG</u></strong>) is a British bank boasting a yield of roughly 5%, making it a good pick among dividend stocks to buy and hold. The group’s operations are skewed toward traditional banking, meaning the current interest rate environment has benefitted them. While they’ve probably already peaked as far as net interest margins are concerned, management expects margins to remain above 3% this year, which is good.</p><p>The group’s got a strong balance sheet and toes the line of being over-capitalized — not a bad place to be as economic conditions waver. Last we heard, they were issuing a £2 billion buyback, which juices shareholder returns while making future dividend payouts more manageable. Plus, management says they aim to return even more over the next two years.</p><p>All told, Lloyds is a relatively safe pair of hands for dividend investors. The group is well positioned, and turmoil in the sector’s sentiment is lower than usual, marking an attractive entry point.</p><h2>Brookfield Infrastructure Partners (BIP)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943e91a7d00d894a520a360fc1612d35\" alt=\"\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>When it comes to choosing dividend stocks to buy and hold, it’s always worth looking to essentials like utilities, transportation, or healthcare. That’s because these industries tend to be somewhat insulated from economic turmoil, and they also tend to have relatively predictable revenue streams. <strong>Brookfield Infrastructure Partners</strong> (NYSE:<strong>BIP</strong>) checks most of those boxes as a global infrastructure business that has fingers in a multitude of industries across the globe.</p><p>These businesses operate in sectors like utilities, transport, and communication— so they’re relatively safe places to be. What’s more, they come with predictable cash flow, supporting BIP’s 4.3% dividend yield. 70% of the group’s funds from operations (FFO) have no price or volume exposure, meaning they’re just about as reliable as you can get.</p><p>That allows the group to push its payout ratio a bit higher than the norm — at present, management’s targeting somewhere between 60-70% of FFO.</p><p>Brookfield has a lot of flexibility, particularly in the current climate, which makes it one of the best-quality dividend stocks to buy and hold.</p><h2>Clearway Energy (CWEN)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4e9b57ec4af83518a92c0b2712ffcd1\" alt=\"\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>It’s rare to find a renewables company on a list of dividend stocks to buy and hold, but <strong>Clearway Energy</strong> (NYSE:<strong>CWEN</strong>) fits the bill. The group owns and invests in solar and wind, putting it in a very strong position as the push toward net zero intensifies. The group currently boasts a yield just shy of 5%, and that’s expected to grow in the years ahead.</p><p>Management’s targeting a yield of 5-8% through 2026, so we’re likely to see the distributions upped as the group moves to hit that aim. It sold its thermal business last year, leaving it with a pile of cash to invest in higher-return renewables projects. These investments will underpin it’s dividend aspirations, with many of them already in progress.</p><p>The group’s rock-solid finances should put it in a good position to continue making strategic acquisitions even if the economy is shaky. That makes it a worthwhile pick on our list of dividend stocks to buy and hold.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Quality Dividend Stocks to Buy and Hold for Life</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High-Quality Dividend Stocks to Buy and Hold for Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 09:49 GMT+8 <a href=https://investorplace.com/2023/04/3-high-quality-dividend-stocks-to-buy-and-hold-for-life/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Yield tends to be the first place you look for dividend stocks to buy and hold. But there’s more to high-quality dividend stocks. A manageable payout ratio, a history of hiking payouts and easy-to-...</p>\n\n<a href=\"https://investorplace.com/2023/04/3-high-quality-dividend-stocks-to-buy-and-hold-for-life/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LYG":"劳埃德","CWEN":"Clearway Energy Inc","BIP":"布鲁克菲尔德公共建设"},"source_url":"https://investorplace.com/2023/04/3-high-quality-dividend-stocks-to-buy-and-hold-for-life/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165766177","content_text":"Yield tends to be the first place you look for dividend stocks to buy and hold. But there’s more to high-quality dividend stocks. A manageable payout ratio, a history of hiking payouts and easy-to-forecast revenue are all hallmarks of a great dividend stock.Lloyds Banking Group (LYG): Before you turn your nose up at a banking stock, consider that this U.K. giant is all-but over capitalised and has very little risk of going belly-up. With a near 5% yield and strong financials, this one is worth considering.Brookfield Infrastructure (BIP): With a respectable 4.3% yield, Brookfield’s a classic dividend stock. The company owns water, energy, transportation and communication infrastructure around the world so it’s not only well-diversified, but it’s in a pretty solid position if a global downturn is ahead.Clearway Energy (CWEN): Clearway is a non-traditional utility that specialises in wind and solar assets. The group’s long-term contracts help support a dividend within touching distance of 5%, making this one of the very few income plays in the renewables space.Dividend stocks to buy and hold for decades aren’t quite as sexy as the latest growth stock trend. But they make up an important part of a balanced portfolio, particularly for those investors who don’t want to take on much risk. In the current environment, finding high-quality dividend stocks is a challenge — everyone’s scrapping for cash, and that can mean dividend payouts are at risk of making their way to the chopping block. But the handful of great buys out there can be a good way to ride out the economic turmoil that could be ahead.So how can you find these diamonds in the rough? The first place to start is yield. Growth stocks tend not to pay a dividend because management foresees a higher return by reinvesting that cash into the business. Some companies fall somewhere in the middle, reinvesting a large proportion of their cash into the business but also sharing some of it with investors.These companies tend to offer a yield somewhere between 1-3%, and they can be a great investment. I’m looking at you, Microsoft (NASDAQ:MSFT).But a true-blue dividend stock is one that delivers a yield upwards of 4%. Given inflation, higher than that is desirable, but a higher yield isn’t always a great sign. Remember that yield is dividend payouts compared to share price — so a lower share price can artificially inflate the yield. Plus, a company that’s sending the bulk of its profits back to investors isn’t going to be a sustainable business. Some of that cash needs to go toward building out the business and solidifying its place in the future.A sustainable yield is a key factor if you’re looking for dividend stocks to buy and hold long-term. One way to decide if the current rate of payouts can be maintained is to look at the payout ratio, which compares dividends to net income. This can vary from industry to industry, but a general rule of thumb is to look for companies that payout 40-50% of their earnings as dividends. This leaves plenty of breathing room in case things turn sour and also opens the door for future hikes.Dividend Stocks to Buy and Hold: Lloyds Banking Group (LYG)Lloyds (NYSE:LYG) is a British bank boasting a yield of roughly 5%, making it a good pick among dividend stocks to buy and hold. The group’s operations are skewed toward traditional banking, meaning the current interest rate environment has benefitted them. While they’ve probably already peaked as far as net interest margins are concerned, management expects margins to remain above 3% this year, which is good.The group’s got a strong balance sheet and toes the line of being over-capitalized — not a bad place to be as economic conditions waver. Last we heard, they were issuing a £2 billion buyback, which juices shareholder returns while making future dividend payouts more manageable. Plus, management says they aim to return even more over the next two years.All told, Lloyds is a relatively safe pair of hands for dividend investors. The group is well positioned, and turmoil in the sector’s sentiment is lower than usual, marking an attractive entry point.Brookfield Infrastructure Partners (BIP)When it comes to choosing dividend stocks to buy and hold, it’s always worth looking to essentials like utilities, transportation, or healthcare. That’s because these industries tend to be somewhat insulated from economic turmoil, and they also tend to have relatively predictable revenue streams. Brookfield Infrastructure Partners (NYSE:BIP) checks most of those boxes as a global infrastructure business that has fingers in a multitude of industries across the globe.These businesses operate in sectors like utilities, transport, and communication— so they’re relatively safe places to be. What’s more, they come with predictable cash flow, supporting BIP’s 4.3% dividend yield. 70% of the group’s funds from operations (FFO) have no price or volume exposure, meaning they’re just about as reliable as you can get.That allows the group to push its payout ratio a bit higher than the norm — at present, management’s targeting somewhere between 60-70% of FFO.Brookfield has a lot of flexibility, particularly in the current climate, which makes it one of the best-quality dividend stocks to buy and hold.Clearway Energy (CWEN)It’s rare to find a renewables company on a list of dividend stocks to buy and hold, but Clearway Energy (NYSE:CWEN) fits the bill. The group owns and invests in solar and wind, putting it in a very strong position as the push toward net zero intensifies. The group currently boasts a yield just shy of 5%, and that’s expected to grow in the years ahead.Management’s targeting a yield of 5-8% through 2026, so we’re likely to see the distributions upped as the group moves to hit that aim. It sold its thermal business last year, leaving it with a pile of cash to invest in higher-return renewables projects. These investments will underpin it’s dividend aspirations, with many of them already in progress.The group’s rock-solid finances should put it in a good position to continue making strategic acquisitions even if the economy is shaky. That makes it a worthwhile pick on our list of dividend stocks to buy and hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944768866,"gmtCreate":1682165896156,"gmtModify":1682165900482,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"don't tell me the shareholders eat a lot of durian somehow.. ","listText":"don't tell me the shareholders eat a lot of durian somehow.. ","text":"don't tell me the shareholders eat a lot of durian somehow..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944768866","repostId":"2329030437","repostType":2,"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944524174,"gmtCreate":1681946880498,"gmtModify":1681946883516,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"the warning signs are written in the wall","listText":"the warning signs are written in the wall","text":"the warning signs are written in the wall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944524174","repostId":"1171270182","repostType":2,"repost":{"id":"1171270182","kind":"news","pubTimestamp":1681859206,"share":"https://ttm.financial/m/news/1171270182?lang=&edition=fundamental","pubTime":"2023-04-19 07:06","market":"us","language":"en","title":"Netflix Misses Subscriber Estimates, Reveals Password Crackdown to Hit U.S. in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=1171270182","media":"Yahoo Finance","summary":"Netflix (NFLX) reported mixed first quarter results on Tuesday, missing Wall Street subscriber estim","content":"<html><head></head><body><p>Netflix (NFLX) reported mixed first quarter results on Tuesday, missing Wall Street subscriber estimates while beating analyst expectations on earnings per share.</p><p style=\"text-align: start;\">The stock, which initially fell as much as 12% after the release, saw shares pare losses as investors digested the report — the first since co-CEO and co-founder Reed Hastings stepped down from his leading role at the company.</p><p style=\"text-align: start;\">Here are Netflix's first-quarter results compared to Wall Street's consensus estimates, as compiled by Bloomberg:</p><ul><li><p><strong>Revenue: </strong>$8.16 billion versus<strong> </strong>$8.18 billion expected</p></li><li><p><strong>Earnings per share (EPS): </strong>$2.88<strong> </strong>versus $2.86 expected</p></li><li><p><strong>Subscribers: </strong>1.75 million versus 2.3 million net additions expected</p></li></ul><p style=\"text-align: start;\">Earnings and revenue projections disappointed after Netflix revealed it anticipates $8.24 billion in revenue and $2.84 in diluted EPS for the second quarter — below Wall Street forecasts of $8.5 billion in revenue and $3.05 in diluted EPS.</p><p style=\"text-align: start;\">The results come as investors eagerly await updates regarding the company's recently launched ad-supported tier, in addition to its controversial crackdown on password-sharing.</p><p style=\"text-align: start;\">Netflix, which broadened its crackdown to include countries like Canada, New Zealand, Portugal, and Spain, in addition to the test countries of Chile, Costa Rica, and Peru, revealed it's planning "a broad rollout" of the crackdown this current quarter that will include the U.S.</p><p style=\"text-align: start;\">"While we could have launched [paid account sharing] broadly in Q1, we found opportunities to improve the experience for members. We learn more with each rollout and we’ve incorporated the latest learnings, which we think will lead to even better results," the company wrote in the release, adding it's "pleased with the results" so far despite near-term churn seen in Latin America markets.</p><p>Netflix also revealed more insights into its ad-supported tier, telling shareholders in the release: "While it’s still very early days, we continue to be pleased with our progress across all key dimensions: member experience, value to advertisers and incremental contribution to our business. Engagement on our ads tier is above our initial expectations and, as expected, we’ve seen very little switching from our standard and premium plans</p><p style=\"text-align: start;\">The ad plan, dubbed "Basic with Ads," comes at a cost of $6.99 a month in the U.S. and serves as a complement to Netflix's existing ad-free tiers — the Standard plan ($15.49 a month) and the Basic plan ($9.99 a month.)</p><p style=\"text-align: start;\">The company added, "Given current healthy performance and trajectory of our per-member advertising economics, particularly in the U.S., we’re upgrading our ads experience with more streams and improved video quality to attract a broader range of consumers."</p><p style=\"text-align: start;\">Prior to the earnings results, the company revealed it would be is shuttering its 25-year DVD rental division, explaining its been hard to provide the best service as the business "continues to shrink."</p></body></html>","source":"yahoofinance_sg","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>Netflix Misses Subscriber Estimates, Reveals Password Crackdown to Hit U.S. in Q2</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\">\nNetflix Misses Subscriber Estimates, Reveals Password Crackdown to Hit U.S. in Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 07:06 GMT+8 <a href=https://finance.yahoo.com/news/netflix-earnings-first-quarter-2023-april-18-200640705.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix (NFLX) reported mixed first quarter results on Tuesday, missing Wall Street subscriber estimates while beating analyst expectations on earnings per share.The stock, which initially fell as ...</p>\n\n<a href=\"https://finance.yahoo.com/news/netflix-earnings-first-quarter-2023-april-18-200640705.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://finance.yahoo.com/news/netflix-earnings-first-quarter-2023-april-18-200640705.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171270182","content_text":"Netflix (NFLX) reported mixed first quarter results on Tuesday, missing Wall Street subscriber estimates while beating analyst expectations on earnings per share.The stock, which initially fell as much as 12% after the release, saw shares pare losses as investors digested the report — the first since co-CEO and co-founder Reed Hastings stepped down from his leading role at the company.Here are Netflix's first-quarter results compared to Wall Street's consensus estimates, as compiled by Bloomberg:Revenue: $8.16 billion versus $8.18 billion expectedEarnings per share (EPS): $2.88 versus $2.86 expectedSubscribers: 1.75 million versus 2.3 million net additions expectedEarnings and revenue projections disappointed after Netflix revealed it anticipates $8.24 billion in revenue and $2.84 in diluted EPS for the second quarter — below Wall Street forecasts of $8.5 billion in revenue and $3.05 in diluted EPS.The results come as investors eagerly await updates regarding the company's recently launched ad-supported tier, in addition to its controversial crackdown on password-sharing.Netflix, which broadened its crackdown to include countries like Canada, New Zealand, Portugal, and Spain, in addition to the test countries of Chile, Costa Rica, and Peru, revealed it's planning \"a broad rollout\" of the crackdown this current quarter that will include the U.S.\"While we could have launched [paid account sharing] broadly in Q1, we found opportunities to improve the experience for members. We learn more with each rollout and we’ve incorporated the latest learnings, which we think will lead to even better results,\" the company wrote in the release, adding it's \"pleased with the results\" so far despite near-term churn seen in Latin America markets.Netflix also revealed more insights into its ad-supported tier, telling shareholders in the release: \"While it’s still very early days, we continue to be pleased with our progress across all key dimensions: member experience, value to advertisers and incremental contribution to our business. Engagement on our ads tier is above our initial expectations and, as expected, we’ve seen very little switching from our standard and premium plansThe ad plan, dubbed \"Basic with Ads,\" comes at a cost of $6.99 a month in the U.S. and serves as a complement to Netflix's existing ad-free tiers — the Standard plan ($15.49 a month) and the Basic plan ($9.99 a month.)The company added, \"Given current healthy performance and trajectory of our per-member advertising economics, particularly in the U.S., we’re upgrading our ads experience with more streams and improved video quality to attract a broader range of consumers.\"Prior to the earnings results, the company revealed it would be is shuttering its 25-year DVD rental division, explaining its been hard to provide the best service as the business \"continues to shrink.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":205555380871272,"gmtCreate":1691193942096,"gmtModify":1691193946089,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"wait till apple unveil the iCar.. will you guys buy? ","listText":"wait till apple unveil the iCar.. will you guys buy? ","text":"wait till apple unveil the iCar.. will you guys buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/205555380871272","repostId":"1177147083","repostType":2,"repost":{"id":"1177147083","kind":"news","pubTimestamp":1691192028,"share":"https://ttm.financial/m/news/1177147083?lang=&edition=fundamental","pubTime":"2023-08-05 07:33","market":"us","language":"en","title":"Apple Loses Historic $3 Trillion Crown as Sales Disappoint","url":"https://stock-news.laohu8.com/highlight/detail?id=1177147083","media":"Bloomberg","summary":"Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other g","content":"<html><head></head><body><p>Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other gadgets.</p><p>Shares in the California-based company dropped 4.8% on Friday, resulting in a market capitalization of about $2.85 trillion. The day’s decline, Apple’s largest since September, represented a drop of more than $160 billion in market value. In June, Apple became the first company with a $3 trillion value.</p><p style=\"text-align: start;\">In its report, Apple posted its third straight quarter of declining sales, and predicted a similar performance in the current period.</p><p style=\"text-align: start;\">Rosenblatt Securities downgraded the stock to neutral, saying the mixed report “highlights the slowdown phase in which Apple now sits.” Even though the company’s Services business is accelerating, “a slowdown in the U.S. seems likely to last until a material new product category takes hold.” Analyst Barton Crockett sees this prospect as “uncertain both in timing and success, leaving little reason to favor shares now trading near peak absolute and relative multiples.”</p><p style=\"text-align: start;\">Apple’s valuation has been a concern for investors. The stock trades at about 28 times estimated earnings, a premium to both its own history and the overall market.</p><p style=\"text-align: start;\">The reaction to Apple’s results wasn’t uniformly negative, and Citi is optimistic about where it goes from here. The firm placed Apple on a 90-day upside catalyst watch ahead of its expected iPhone 15 series release in September.</p><p style=\"text-align: start;\">Even with the day’s drop, Apple remains up 40% this year, roughly even with the performance of the Nasdaq 100 Index. However, Friday’s decline meant the stock closed below its 50-day moving average for the first time since January, a sign of weak near-term momentum.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Loses Historic $3 Trillion Crown as Sales Disappoint</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Loses Historic $3 Trillion Crown as Sales Disappoint\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-05 07:33 GMT+8 <a href=https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-set-relinquish-historic-3-085149210.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177147083","content_text":"Apple Inc.’s market value is now decisively below the historic $3 trillion level, after the iPhone maker’s outlook for the fourth quarter sparked worries over tepid demand for its handsets and other gadgets.Shares in the California-based company dropped 4.8% on Friday, resulting in a market capitalization of about $2.85 trillion. The day’s decline, Apple’s largest since September, represented a drop of more than $160 billion in market value. In June, Apple became the first company with a $3 trillion value.In its report, Apple posted its third straight quarter of declining sales, and predicted a similar performance in the current period.Rosenblatt Securities downgraded the stock to neutral, saying the mixed report “highlights the slowdown phase in which Apple now sits.” Even though the company’s Services business is accelerating, “a slowdown in the U.S. seems likely to last until a material new product category takes hold.” Analyst Barton Crockett sees this prospect as “uncertain both in timing and success, leaving little reason to favor shares now trading near peak absolute and relative multiples.”Apple’s valuation has been a concern for investors. The stock trades at about 28 times estimated earnings, a premium to both its own history and the overall market.The reaction to Apple’s results wasn’t uniformly negative, and Citi is optimistic about where it goes from here. The firm placed Apple on a 90-day upside catalyst watch ahead of its expected iPhone 15 series release in September.Even with the day’s drop, Apple remains up 40% this year, roughly even with the performance of the Nasdaq 100 Index. However, Friday’s decline meant the stock closed below its 50-day moving average for the first time since January, a sign of weak near-term momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203873611325600,"gmtCreate":1690810666584,"gmtModify":1690810669940,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"😅👍 nice.. ","listText":"😅👍 nice.. ","text":"😅👍 nice..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203873611325600","repostId":"1103377326","repostType":2,"repost":{"id":"1103377326","kind":"news","pubTimestamp":1690808041,"share":"https://ttm.financial/m/news/1103377326?lang=&edition=fundamental","pubTime":"2023-07-31 20:54","market":"us","language":"en","title":"The iPhone 15 Pro Will Have Thinner Bezels in Step Toward Apple's Dream","url":"https://stock-news.laohu8.com/highlight/detail?id=1103377326","media":"Bloomberg","summary":"https://www.bloomberg.com/news/newsletters/2023-07-30/apple-iphone-15-pro-features-usb-c-port-new-design-thinner-bezels-lkpemg29","content":"<html><head></head><body><p>Apple is just weeks away from introducing the iPhone 15 and next-generation watches. The new lineup will mark another stepping stone toward the company’s dream iPhone, though changes to the Apple Watch will be more modest. Also: Samsung unveils its own new phones, tablets and watches.</p><p>Apple Inc. designers have long dreamed of an iPhone that is truly all-screen — with no borders around the display and no cutouts for cameras or sensors. With the iPhone 15 this fall, Apple will take another step toward that goal.</p><p>The process began in 2017 with the iPhone X. With that model, the screen extended right to the edge at the top and bottom for the first time (the bezel width was similar to prior phones on the left and right). But it did still have a notch cutout near the top to accommodate Face ID, the speaker, front-facing camera and other sensors.</p><p style=\"text-align: start;\">Another step was taken in 2020 with the launch of the iPhone 12, which had slightly thinner bezels than the X, XS and 11 lines before it. With the iPhone 13 Pro in 2021, Apple reduced the size of the notch. Then last year, that element was replaced by the Dynamic Island, making the area even smaller.</p><p style=\"text-align: start;\">This year, two of the biggest changes to the 15 line will get Apple closer to that dream iPhone. The standard iPhone 15 models will trade in the notch for the Dynamic Island, while the Pro and Pro Max displays will be made with a new technology: low-injection pressure over-molding, or “LIPO” as it’s dubbed inside Apple.</p><p style=\"text-align: start;\">That new process will shrink the border size around the display to 1.5 millimeters (from about 2.2 millimeters on current iPhones). LIPO was first used in the Apple Watch Series 7 to make that device’s borders thinner and increase the size of the display. And Apple plans to eventually bring the feature to the iPad as well, I’m told.</p><p style=\"text-align: start;\">Beyond the new screens, the iPhone 15 and 15 Pro lines will get a series of other new features, marking the biggest update since the device added 5G capability three years ago.</p><p style=\"text-align: start;\">Let’s start with the iPhone 15 and 15 Plus. As has been expected, those phones will look similar to the current models but add major camera improvements and the A16 chip from the iPhone 14 Pro line. They’ll also swap out the current Lightning connector for USB-C.</p><p>Besides the new display technology, here’s what to expect with the iPhone 15:</p><ul><li><p>As I wrote in January, the pro models will get a new design, replacing the shiny and fingerprint-prone stainless-steel edges with something stronger, lighter and more premium: titanium. Apple has long sought to bring titanium to the iPhone and using the metal with recent watches was a test for bringing that material to its highest-volume device.</p></li><li><p>The design of the Pro models retains the frosted glass back of the prior few phones, but the edges connecting the side and front are now less sharp than before.</p></li><li><p>The inside of the iPhone 15 Pro is redesigned to match the revamped aluminum chassis from the regular iPhone 14 (iFixit has a rundown of the changes). That overhaul makes the phone easier to repair.</p></li><li><p>As I indicated in May of last year, the iPhone 15 is moving to USB-C. That will enable faster data transfer speeds for those who still sync with a cable, but some consumers will see the change as a costly headache.</p></li><li><p>Major rear camera upgrades, including updated lenses and the ability to get a much wider range of optical zoom on the largest model.</p></li><li><p>With the regular iPhone 15 models getting last year’s A16 processor, the new pro phones are moving to a 3-nanometer chip that is noticeably snappier.</p></li></ul><p style=\"text-align: start;\">Apple had planned another major feature for this year’s pro models: touch-sensitive buttons with haptic feedback for the volume controls, the mute/ring switch and the power button. Like trackpads on Macs, the buttons wouldn’t physically press in, allowing new software tricks and reducing the number of breakable components on the device.</p><p>The enhancement, codenamed Bongo, was cancelled after a slew of engineering problems. There also were concerns about the cost increase compared with regular buttons. In the end, the company decided to keep standard buttons for volume and power, but turn the mute/ring switch into a so-called Action button — like on the Apple Watch — that users can customize via software.</p><p>Developer Steve Moser at MacRumors discovered code in iOS 17 that hints at the possible options for the button. It suggests you’ll be able to choose among several possibilities: the standard mute switch mechanism, a Focus mode like Do Not Disturb, launching the camera, turning on the flashlight, or opening features for accessibility or translating text.</p><p>One other note on the next iPhone: I would look out for at least minor price increases across all four models outside of the US. I also wouldn’t rule out a price increase in the US — at least for some of the pro models — given the move to titanium and the costlier camera system on the iPhone 15 Pro Max. For context: Apple charges $100 more for titanium watches than their stainless-steel counterparts.<br/>The new watch lineup is expected to include three tiers: the 41- and 45-millimeter Series 9 models, as well as a second-generation Apple Watch Ultra.</p><p style=\"text-align: start;\">There isn’t a new Apple Watch SE coming this year, which makes sense as that model is on a two-year upgrade cycle and was refreshed in 2022.</p><p style=\"text-align: start;\">All of this year’s models will get a fairly sizable performance bump thanks to the new S9 processor. This marks the first time since the S6 chip launched in 2020 — with the Series 6 watch — that the lineup gets significant speed improvements.</p><p>Before the release of last year’s Ultra model, Apple tested a dark titanium color option. It ultimately canceled the option because designers didn’t like the appearance, but it could still theoretically arrive in 2023.</p><p><br/>Samsung copies the Apple playbook with modest phone and watch upgrades. Samsung Electronics Co. is in the 2021-2022 Apple stage of its consumer devices, with the company pushing mostly modest upgrades to its phones, tablets and watches.</p><p style=\"text-align: start;\">The company’s new Fold and Flip phones get new hinges for a flatter look, as well as faster processors and minor camera updates. To borrow from Apple’s nomenclature, the names probably should have been Fold 4S and Flip 4S — instead of Fold 5 and Flip 5. Regardless, it seems like Samsung is going all-in on these bendable models, rather than its Galaxy S “candy bar”-style phone.</p><p>The watch upgrades were also fairly minor, adding faster processors and — on some versions — slighter larger displays. But the S9 tablet lineup probably had the most incremental group of updates. The company offers the tablets in three sizes (11-, 12.4- and 14.6-inch versions), and all of them got faster chips. The smallest model also got a new screen — a switch from a standard LCD to OLED — and an in-screen fingerprint reader.</p><p>The lack of major new features bodes well for Apple, which is about to launch its biggest iPhone upgrade in three years. Of course, Apple doesn’t have its own folding phone, but at least Samsung won’t steal much attention with its latest tweaks.</p><p style=\"text-align: start;\">On the tablet and watch front, Apple won’t have many big changes to crow about. The company is planning to introduce its first iPad with an OLED screen but not until next year. I do think Apple can learn a thing or two from Samsung and move over to in-screen fingerprint readers for its lower-end iPads (rather than having the feature in the power button). It also should boost the iPad screen size with a model closer to 15 inches.</p><h3 id=\"id_3393110231\" style=\"text-align: start;\">The Schedule</h3><p><strong>Apple Quarterly Earnings: Aug. 3. </strong>The company is set to release results for the fiscal third quarter, the last three-month period before the iPhone 15 is introduced. The quarter wasn’t packed with big revenue drivers, but it did see the release of new Macs: the 15-inch MacBook Air and M2 Ultra Mac Pro, as well as the M2 Ultra and M2 Max Mac Studios. Wall Street is projecting revenue of about $81.5 billion, which would mark the third straight year-over-year quarterly decline. Growth is expected to resume in the coming quarters.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The iPhone 15 Pro Will Have Thinner Bezels in Step Toward Apple's Dream</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\">\nThe iPhone 15 Pro Will Have Thinner Bezels in Step Toward Apple's Dream\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-31 20:54 GMT+8 <a href=https://www.bloomberg.com/news/newsletters/2023-07-30/apple-iphone-15-pro-features-usb-c-port-new-design-thinner-bezels-lkpemg29><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is just weeks away from introducing the iPhone 15 and next-generation watches. The new lineup will mark another stepping stone toward the company’s dream iPhone, though changes to the Apple ...</p>\n\n<a href=\"https://www.bloomberg.com/news/newsletters/2023-07-30/apple-iphone-15-pro-features-usb-c-port-new-design-thinner-bezels-lkpemg29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/newsletters/2023-07-30/apple-iphone-15-pro-features-usb-c-port-new-design-thinner-bezels-lkpemg29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103377326","content_text":"Apple is just weeks away from introducing the iPhone 15 and next-generation watches. The new lineup will mark another stepping stone toward the company’s dream iPhone, though changes to the Apple Watch will be more modest. Also: Samsung unveils its own new phones, tablets and watches.Apple Inc. designers have long dreamed of an iPhone that is truly all-screen — with no borders around the display and no cutouts for cameras or sensors. With the iPhone 15 this fall, Apple will take another step toward that goal.The process began in 2017 with the iPhone X. With that model, the screen extended right to the edge at the top and bottom for the first time (the bezel width was similar to prior phones on the left and right). But it did still have a notch cutout near the top to accommodate Face ID, the speaker, front-facing camera and other sensors.Another step was taken in 2020 with the launch of the iPhone 12, which had slightly thinner bezels than the X, XS and 11 lines before it. With the iPhone 13 Pro in 2021, Apple reduced the size of the notch. Then last year, that element was replaced by the Dynamic Island, making the area even smaller.This year, two of the biggest changes to the 15 line will get Apple closer to that dream iPhone. The standard iPhone 15 models will trade in the notch for the Dynamic Island, while the Pro and Pro Max displays will be made with a new technology: low-injection pressure over-molding, or “LIPO” as it’s dubbed inside Apple.That new process will shrink the border size around the display to 1.5 millimeters (from about 2.2 millimeters on current iPhones). LIPO was first used in the Apple Watch Series 7 to make that device’s borders thinner and increase the size of the display. And Apple plans to eventually bring the feature to the iPad as well, I’m told.Beyond the new screens, the iPhone 15 and 15 Pro lines will get a series of other new features, marking the biggest update since the device added 5G capability three years ago.Let’s start with the iPhone 15 and 15 Plus. As has been expected, those phones will look similar to the current models but add major camera improvements and the A16 chip from the iPhone 14 Pro line. They’ll also swap out the current Lightning connector for USB-C.Besides the new display technology, here’s what to expect with the iPhone 15:As I wrote in January, the pro models will get a new design, replacing the shiny and fingerprint-prone stainless-steel edges with something stronger, lighter and more premium: titanium. Apple has long sought to bring titanium to the iPhone and using the metal with recent watches was a test for bringing that material to its highest-volume device.The design of the Pro models retains the frosted glass back of the prior few phones, but the edges connecting the side and front are now less sharp than before.The inside of the iPhone 15 Pro is redesigned to match the revamped aluminum chassis from the regular iPhone 14 (iFixit has a rundown of the changes). That overhaul makes the phone easier to repair.As I indicated in May of last year, the iPhone 15 is moving to USB-C. That will enable faster data transfer speeds for those who still sync with a cable, but some consumers will see the change as a costly headache.Major rear camera upgrades, including updated lenses and the ability to get a much wider range of optical zoom on the largest model.With the regular iPhone 15 models getting last year’s A16 processor, the new pro phones are moving to a 3-nanometer chip that is noticeably snappier.Apple had planned another major feature for this year’s pro models: touch-sensitive buttons with haptic feedback for the volume controls, the mute/ring switch and the power button. Like trackpads on Macs, the buttons wouldn’t physically press in, allowing new software tricks and reducing the number of breakable components on the device.The enhancement, codenamed Bongo, was cancelled after a slew of engineering problems. There also were concerns about the cost increase compared with regular buttons. In the end, the company decided to keep standard buttons for volume and power, but turn the mute/ring switch into a so-called Action button — like on the Apple Watch — that users can customize via software.Developer Steve Moser at MacRumors discovered code in iOS 17 that hints at the possible options for the button. It suggests you’ll be able to choose among several possibilities: the standard mute switch mechanism, a Focus mode like Do Not Disturb, launching the camera, turning on the flashlight, or opening features for accessibility or translating text.One other note on the next iPhone: I would look out for at least minor price increases across all four models outside of the US. I also wouldn’t rule out a price increase in the US — at least for some of the pro models — given the move to titanium and the costlier camera system on the iPhone 15 Pro Max. For context: Apple charges $100 more for titanium watches than their stainless-steel counterparts.The new watch lineup is expected to include three tiers: the 41- and 45-millimeter Series 9 models, as well as a second-generation Apple Watch Ultra.There isn’t a new Apple Watch SE coming this year, which makes sense as that model is on a two-year upgrade cycle and was refreshed in 2022.All of this year’s models will get a fairly sizable performance bump thanks to the new S9 processor. This marks the first time since the S6 chip launched in 2020 — with the Series 6 watch — that the lineup gets significant speed improvements.Before the release of last year’s Ultra model, Apple tested a dark titanium color option. It ultimately canceled the option because designers didn’t like the appearance, but it could still theoretically arrive in 2023.Samsung copies the Apple playbook with modest phone and watch upgrades. Samsung Electronics Co. is in the 2021-2022 Apple stage of its consumer devices, with the company pushing mostly modest upgrades to its phones, tablets and watches.The company’s new Fold and Flip phones get new hinges for a flatter look, as well as faster processors and minor camera updates. To borrow from Apple’s nomenclature, the names probably should have been Fold 4S and Flip 4S — instead of Fold 5 and Flip 5. Regardless, it seems like Samsung is going all-in on these bendable models, rather than its Galaxy S “candy bar”-style phone.The watch upgrades were also fairly minor, adding faster processors and — on some versions — slighter larger displays. But the S9 tablet lineup probably had the most incremental group of updates. The company offers the tablets in three sizes (11-, 12.4- and 14.6-inch versions), and all of them got faster chips. The smallest model also got a new screen — a switch from a standard LCD to OLED — and an in-screen fingerprint reader.The lack of major new features bodes well for Apple, which is about to launch its biggest iPhone upgrade in three years. Of course, Apple doesn’t have its own folding phone, but at least Samsung won’t steal much attention with its latest tweaks.On the tablet and watch front, Apple won’t have many big changes to crow about. The company is planning to introduce its first iPad with an OLED screen but not until next year. I do think Apple can learn a thing or two from Samsung and move over to in-screen fingerprint readers for its lower-end iPads (rather than having the feature in the power button). It also should boost the iPad screen size with a model closer to 15 inches.The ScheduleApple Quarterly Earnings: Aug. 3. The company is set to release results for the fiscal third quarter, the last three-month period before the iPhone 15 is introduced. The quarter wasn’t packed with big revenue drivers, but it did see the release of new Macs: the 15-inch MacBook Air and M2 Ultra Mac Pro, as well as the M2 Ultra and M2 Max Mac Studios. Wall Street is projecting revenue of about $81.5 billion, which would mark the third straight year-over-year quarterly decline. Growth is expected to resume in the coming quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196822677581944,"gmtCreate":1689088136077,"gmtModify":1689088139671,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"nice read.. ","listText":"nice read.. ","text":"nice read..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196822677581944","repostId":"2350813629","repostType":2,"repost":{"id":"2350813629","kind":"highlight","pubTimestamp":1689089413,"share":"https://ttm.financial/m/news/2350813629?lang=&edition=fundamental","pubTime":"2023-07-11 23:30","market":"us","language":"en","title":"1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2350813629","media":"Motley Fool","summary":"Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a feroc","content":"<html><head></head><body><p>Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ferocious pace.</p><p>As is standard when stock market volatility picks up, investors have responded by gravitating to the FAANG stocks.</p><p>When I refer to "FAANG," I'm talking about:</p><ul><li><p>Facebook, which is now a subsidiary of <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong></p></li><li><p><strong>Apple</strong></p></li><li><p><strong>Amazon</strong></p></li><li><p><strong>Netflix</strong></p></li><li><p>Google, which is now a subsidiary of <strong>Alphabet</strong></p></li></ul><p>The FAANGs are industry-leading businesses that have crushed the broader market over the trailing-10-year period. Whereas the benchmark <strong>S&P 500</strong> is up by a respectable 170% over the trailing decade, Alphabet (Class A shares, GOOGL), Amazon, Meta Platforms, Apple, and Netflix are respectively higher by 438%, 798%, 1,100%, 1,190%, and 1,260% over the same period.</p><p>These are also companies with seemingly sustained catalysts and massive moats.</p><ul><li><p>Meta Platforms' social media real estate is unrivaled, with 3.81 billion monthly active users visiting its family of apps during the March-ended quarter.</p></li><li><p>Apple accounts for around half of all U.S. smartphone market share and has the most impressive capital-return program on the planet.</p></li><li><p>Amazon's e-commerce marketplace brings in approximately $0.40 of every $1 spent in U.S. online retail sales.</p></li><li><p>Netflix pivoted its first-mover advantages in the streaming space into the No. 1 share in domestic and international markets.</p></li><li><p>Alphabet's internet search engine, Google, is responsible for nearly 93% of worldwide search share.</p></li></ul><p>Despite being industry leaders and outperformers, no two FAANG stocks are the same. As we move into July, one FAANG remains historically inexpensive and offers abundant upside, while another looks entirely avoidable.</p><h2 id=\"id_2224641185\">The FAANG stock that's a surefire buy in July: Amazon</h2><p>Among the FAANGs, it's e-commerce behemoth Amazon that stands out as a surefire buy for patient investors in July.</p><p>As with all stocks, Amazon does have headwinds it's contending with. For example, numerous economic indicators suggest there's an above-average likelihood of a U.S. recession taking shape in the coming months or quarters. Amazon generates a lot of its revenue from its online marketplace. During recessions, it's normal for consumer and enterprise buying activity to slow, which would undoubtedly be bad news for the company's online retail sales.</p><p>The other big challenge for Amazon is that it's not cheap in the traditional sense of the word. Amazon's management team has always been big on reinvesting back into the business, which comes at a cost to the company's bottom line. Investors tend to pay closer attention to valuation during and immediately after a bear market.</p><p>While both of these headwinds are tangible and shouldn't be swept under the rug, neither makes a particularly strong case to avoid Amazon. If investors do a bit of digging into what's really spinning the wheels for this company, there's a good chance they'll see the same value I do.</p><p>Perhaps the most overlooked aspect of Amazon is that its top revenue segment -- the e-commerce marketplace -- is of relatively low importance to its cash flow generation. What's far more important for Amazon is that its three <em>significantly</em> higher-margin ancillary divisions are firing on all cylinders.</p><p>For instance, Amazon Web Services (AWS) is the world's No. 1 cloud infrastructure service provider, with a 32% share in the March-ended quarter, according to estimates from Canalys. Enterprise cloud spending is still in its early stages and offers sustained double-digit growth potential. More importantly, cloud service margins can run circles around online retail margins. Despite accounting for roughly a sixth of Amazon's net sales, AWS regularly generates the lion's share of the company's operating income.</p><p>The same can be said for subscriptions services, which is another sustainably fast-growing, cash-cow segment for Amazon. More than 200 million people worldwide have signed up for Prime, as of April 2021, and this figure has more than likely increased since Amazon landed the exclusive rights to <em>Thursday Night Football</em>.</p><p>Advertising services is the third segment of importance. Amazon is one of the most-trafficked websites on the planet, making it a logical target for advertisers wanting to target users. Over the past six reported quarters (Q4 2021-Q1 2023), advertising services have grown by no less than 21% on a year-over-year, currency-neutral basis. </p><p>The key point here is that cash flow matters far more to Amazon's future any other metric. During the 2010s, Amazon closed out every year trading at 23 to 37 times its cash flow. By comparison, investors can purchase shares of Amazon right now for 17 times consensus cash flow for 2023, 13 times forecast cash flow for 2024, and roughly 9 times projected cash flow for 2026. Amazon's stock is cheaper than it's ever been.</p><h2 id=\"id_1275825443\">The FAANG stock to avoid like the plague in July: Apple</h2><p>However, not all FAANG stocks are necessarily going to be winners. Although tech stock Apple powered through the $3 trillion market cap mark to close out the first half of the year, it's the FAANG stock that's worth avoiding like the plague in July.</p><p>To be clear, a company doesn't reach a $3 trillion valuation by accident. Apple has had plenty of catalysts working in its favor for quite some time. As noted, it's the undisputed leader in smartphone sales in the United States. Since introducing a 5G-capable iPhone, Apple has seen its quarterly share of U.S. smartphone sales jump to as much as 60%.</p><p>Apple is also making significant headway with its services segment. CEO Tim Cook is overseeing a natural evolution of Apple's operations that should further increase customer loyalty, improve the company's operating margin over time, and somewhat minimize the sales fluctuations observed during major iPhone replacement cycles.</p><p>However, it's pretty much impossible to pitch Apple as a good value at the moment given what we're seeing in the company's quarterly operating results and its guidance.</p><p>From the start of 2013 through 2018, investors had the opportunity to buy shares of Apple for between 10 and 15 times forward-year earnings. With Apple averaging a double-digit growth rate and its iPhones flying off store shelves, this proved to be a phenomenal deal.</p><p>At the moment, investors would have to pay 31 times Wall Street's consensus earnings for fiscal 2023 (Apple's fiscal year ends in late September) and a multiple of 28 times forward-year earnings to own shares of the United States' largest publicly traded company. The kicker is Apple's sales and profits are both slated to decline by around 2% in fiscal 2023 -- even <em>with</em> the help of above-average inflation.</p><p>Apple's issues are twofold. First, personal-computing sales have fallen off a cliff as life returns to some semblance of normal following the worst of the COVID-19 pandemic. Sales of Mac in the first half of fiscal 2023 are down nearly 30%. Secondly, Apple's iPhone 14 didn't ramp as expected, with iPhone sales $5.1 billion below where they were at this time last year. </p><p>To build on the above, Apple's recently introduced virtual reality glasses, known as the Vision Pro, may disappoint. According to a report from <em>The Financial Times</em>, two people familiar with the company, along with Apple's Chinese manufacturer, told FT that it only plans to produce 400,000 units instead of the 1 million units it had hoped to sell. </p><p>It's been a long time since Apple was as fundamentally unattractive as it is now, which is what makes it an easy avoid in July.</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>1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague</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\">\n1 FAANG Stock That's a Surefire Buy in July and 1 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-11 23:30 GMT+8 <a href=https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/07/10/1-faang-stock-surefire-buy-in-july-and-1-to-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2350813629","content_text":"Investors have been taken on quite the ride by Wall Street over the past two years. They've seen the major stock indexes claim all-time highs, hurtle into a bear market, and now bounce back at a ferocious pace.As is standard when stock market volatility picks up, investors have responded by gravitating to the FAANG stocks.When I refer to \"FAANG,\" I'm talking about:Facebook, which is now a subsidiary of Meta PlatformsAppleAmazonNetflixGoogle, which is now a subsidiary of AlphabetThe FAANGs are industry-leading businesses that have crushed the broader market over the trailing-10-year period. Whereas the benchmark S&P 500 is up by a respectable 170% over the trailing decade, Alphabet (Class A shares, GOOGL), Amazon, Meta Platforms, Apple, and Netflix are respectively higher by 438%, 798%, 1,100%, 1,190%, and 1,260% over the same period.These are also companies with seemingly sustained catalysts and massive moats.Meta Platforms' social media real estate is unrivaled, with 3.81 billion monthly active users visiting its family of apps during the March-ended quarter.Apple accounts for around half of all U.S. smartphone market share and has the most impressive capital-return program on the planet.Amazon's e-commerce marketplace brings in approximately $0.40 of every $1 spent in U.S. online retail sales.Netflix pivoted its first-mover advantages in the streaming space into the No. 1 share in domestic and international markets.Alphabet's internet search engine, Google, is responsible for nearly 93% of worldwide search share.Despite being industry leaders and outperformers, no two FAANG stocks are the same. As we move into July, one FAANG remains historically inexpensive and offers abundant upside, while another looks entirely avoidable.The FAANG stock that's a surefire buy in July: AmazonAmong the FAANGs, it's e-commerce behemoth Amazon that stands out as a surefire buy for patient investors in July.As with all stocks, Amazon does have headwinds it's contending with. For example, numerous economic indicators suggest there's an above-average likelihood of a U.S. recession taking shape in the coming months or quarters. Amazon generates a lot of its revenue from its online marketplace. During recessions, it's normal for consumer and enterprise buying activity to slow, which would undoubtedly be bad news for the company's online retail sales.The other big challenge for Amazon is that it's not cheap in the traditional sense of the word. Amazon's management team has always been big on reinvesting back into the business, which comes at a cost to the company's bottom line. Investors tend to pay closer attention to valuation during and immediately after a bear market.While both of these headwinds are tangible and shouldn't be swept under the rug, neither makes a particularly strong case to avoid Amazon. If investors do a bit of digging into what's really spinning the wheels for this company, there's a good chance they'll see the same value I do.Perhaps the most overlooked aspect of Amazon is that its top revenue segment -- the e-commerce marketplace -- is of relatively low importance to its cash flow generation. What's far more important for Amazon is that its three significantly higher-margin ancillary divisions are firing on all cylinders.For instance, Amazon Web Services (AWS) is the world's No. 1 cloud infrastructure service provider, with a 32% share in the March-ended quarter, according to estimates from Canalys. Enterprise cloud spending is still in its early stages and offers sustained double-digit growth potential. More importantly, cloud service margins can run circles around online retail margins. Despite accounting for roughly a sixth of Amazon's net sales, AWS regularly generates the lion's share of the company's operating income.The same can be said for subscriptions services, which is another sustainably fast-growing, cash-cow segment for Amazon. More than 200 million people worldwide have signed up for Prime, as of April 2021, and this figure has more than likely increased since Amazon landed the exclusive rights to Thursday Night Football.Advertising services is the third segment of importance. Amazon is one of the most-trafficked websites on the planet, making it a logical target for advertisers wanting to target users. Over the past six reported quarters (Q4 2021-Q1 2023), advertising services have grown by no less than 21% on a year-over-year, currency-neutral basis. The key point here is that cash flow matters far more to Amazon's future any other metric. During the 2010s, Amazon closed out every year trading at 23 to 37 times its cash flow. By comparison, investors can purchase shares of Amazon right now for 17 times consensus cash flow for 2023, 13 times forecast cash flow for 2024, and roughly 9 times projected cash flow for 2026. Amazon's stock is cheaper than it's ever been.The FAANG stock to avoid like the plague in July: AppleHowever, not all FAANG stocks are necessarily going to be winners. Although tech stock Apple powered through the $3 trillion market cap mark to close out the first half of the year, it's the FAANG stock that's worth avoiding like the plague in July.To be clear, a company doesn't reach a $3 trillion valuation by accident. Apple has had plenty of catalysts working in its favor for quite some time. As noted, it's the undisputed leader in smartphone sales in the United States. Since introducing a 5G-capable iPhone, Apple has seen its quarterly share of U.S. smartphone sales jump to as much as 60%.Apple is also making significant headway with its services segment. CEO Tim Cook is overseeing a natural evolution of Apple's operations that should further increase customer loyalty, improve the company's operating margin over time, and somewhat minimize the sales fluctuations observed during major iPhone replacement cycles.However, it's pretty much impossible to pitch Apple as a good value at the moment given what we're seeing in the company's quarterly operating results and its guidance.From the start of 2013 through 2018, investors had the opportunity to buy shares of Apple for between 10 and 15 times forward-year earnings. With Apple averaging a double-digit growth rate and its iPhones flying off store shelves, this proved to be a phenomenal deal.At the moment, investors would have to pay 31 times Wall Street's consensus earnings for fiscal 2023 (Apple's fiscal year ends in late September) and a multiple of 28 times forward-year earnings to own shares of the United States' largest publicly traded company. The kicker is Apple's sales and profits are both slated to decline by around 2% in fiscal 2023 -- even with the help of above-average inflation.Apple's issues are twofold. First, personal-computing sales have fallen off a cliff as life returns to some semblance of normal following the worst of the COVID-19 pandemic. Sales of Mac in the first half of fiscal 2023 are down nearly 30%. Secondly, Apple's iPhone 14 didn't ramp as expected, with iPhone sales $5.1 billion below where they were at this time last year. To build on the above, Apple's recently introduced virtual reality glasses, known as the Vision Pro, may disappoint. According to a report from The Financial Times, two people familiar with the company, along with Apple's Chinese manufacturer, told FT that it only plans to produce 400,000 units instead of the 1 million units it had hoped to sell. It's been a long time since Apple was as fundamentally unattractive as it is now, which is what makes it an easy avoid in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220531640242208,"gmtCreate":1694861979551,"gmtModify":1694861983769,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Yeah.. auto buy on dips","listText":"Yeah.. auto buy on dips","text":"Yeah.. auto buy on dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220531640242208","repostId":"2367285643","repostType":2,"repost":{"id":"2367285643","kind":"highlight","pubTimestamp":1694826000,"share":"https://ttm.financial/m/news/2367285643?lang=&edition=fundamental","pubTime":"2023-09-16 09:00","market":"us","language":"en","title":"Palantir: What Are You Waiting For?","url":"https://stock-news.laohu8.com/highlight/detail?id=2367285643","media":"Seeking Alpha","summary":"Palantir is one of the most unique monopolistic-style AI market-leading companies operating in a blue-ocean atmosphere globally. Moreover, Palantir is substantially under-appreciated by the market and could expand into one of the most dominant companies in the software space. Palantir - Harvard's Unicorn In 2015, Harvard wrote about Palantir, calling it the \"hottest unicorn you've never heard of.\" Fast forward eight years and just about everyone has heard of Palantir. The remarkable thing is that even back then, Palantir had a $20 billion valuation, servicing clients like the CIA, NSA, U.S. Army, and other essential government agencies. In 2016, Palantir already had a firm seat at the big table. President-Elect Donald Trump met with the tech industry leaders at Trump Tower in New York. Seated around the table were tech visionary leaders like Larry Page, Tim Cook, Jeff Bezos, Elon M","content":"<html><head></head><body><ul style=\"\"><li><p>Palantir is a highly-polarizing battleground stock with significant growth potential.</p></li><li><p>Palantir is under-appreciated by the market, while it has established itself as a global leader in AI/ML platforms.</p></li><li><p>The company is a market leader in AI technology and has established itself as a global leader in AI/ML platforms.</p></li><li><p>Palantir recorded its third consecutive quarter of GAAP profitability and is experiencing increasing growth with international governments.</p></li><li><p>Palantir has significant growth and profitability potential and could reach a stock price of $50 in 1-3 years.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe8f8ec6642d7a06c08b20b944f9c65\" alt=\"Kevin Dietsch/Getty Images News\" title=\"Kevin Dietsch/Getty Images News\" tg-width=\"750\" tg-height=\"563\"/><span>Kevin Dietsch/Getty Images News</span></p><p>Palantir (NYSE:PLTR) is one of the most significant battleground stocks I've encountered over my 20-plus year investment career. Either you love the company, or you hate it. Additionally, many market participants may need clarification about Palantir and what the company does. Many investors are on the sidelines and could join the party later when the stock is at a much higher price.</p><p>Palantir reminds me a lot of Tesla (TSLA). I went long Tesla's stock in 2013 and have been invested in one form or another ever since. Tesla was (arguably) the most significant battleground stock of all time, which I wrote about consistently over the last six years. I see many similarities between Tesla and Palantir. Both companies are market leaders at the cutting edge of their respective industries with remarkable growth potential ahead.</p><p>Also, many market participants believe these companies are overvalued and don't recognize the long-term revenue growth potential and profitability prospects for these firms. The primary difference is that Palantir may be where Tesla was about five years ago before its stock appreciated by nearly 2,000%.</p><p>I'm not suggesting that Palantir will shoot up to <strong>$300</strong> anytime soon. Nevertheless, Palantir has much more potential than the market expects. Due to its leading position in AI and remarkable growth opportunities in its government and private sector, Palantir's stock could easily be around <strong>$50</strong> in 1-3 years and may go much higher afterward.</p><h2 id=\"id_1629837805\">So, what are you waiting for?</h2><p>Palantir is one of the most unique monopolistic-style AI market-leading companies operating in a blue-ocean atmosphere globally. Moreover, Palantir is substantially under-appreciated by the market and could expand into one of the most dominant companies in the software space.</p><h3 id=\"id_1885374083\">Palantir - Harvard's Unicorn</h3><p>In 2015, Harvard wrote about Palantir, calling it the "hottest unicorn you've never heard of." Fast forward eight years and just about everyone has heard of Palantir. The remarkable thing is that even back then, Palantir had a $20 billion valuation, servicing clients like the CIA, NSA, U.S. Army, and other essential government agencies.</p><p>In 2016, Palantir already had a firm seat at the big table. President-Elect Donald Trump met with the tech industry leaders at Trump <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> in New York. Seated around the table were tech visionary leaders like Larry Page, Tim Cook, Jeff Bezos, Elon Musk, Peter Theil, and others. However, seated directly across from Mr. Trump was a relatively unknown 49-year-old Ph.D. named Alex Karp (Palantir's CEO).</p><p>Palantir was born in the wake of the 2001 terror attacks, was funded by a CIA venture arm, and initially enabled crucial U.S. intelligence agencies to combat terrorism and other threats. However, over time, Palantir has become far more than a U.S. government contractor, now working with other governments and establishing a firm foothold in the private sector. Furthermore, Palantir has established itself as a global leader in A.I. technology, implying its growth runway is vast and its profitability potential is massive.</p><h3 id=\"id_3421588916\">Palantir's Remarkable AI Potential</h3><p>Palantir's Gotham, Apollo, and Foundry programs already were market-leading software products before the company's substantial advancements in AI. Now, with the recent introduction of Palantir's artificial intelligence platform, "AIP," users can leverage the power of AI to solve the most significant problems facing their enterprises. AIP offers capabilities powered by large language models (LLMs) to various applications. Moreover, customers don't need to change anything as Palantir's AIP seamlessly layers on top of its existing software programs.</p><p>Palantir's platforms are used throughout the public, private, and non-profit sectors. Palantir enables organizations to quickly implement solutions to the most challenging problems they face, allowing them to optimize operations, often leading to increased revenues and improved profitability.</p><h3 id=\"id_1294063085\">Some of Palantir's offerings include:</h3><ul style=\"\"><li><p>Anti-money laundering</p></li><li><p>Applied customer intelligence</p></li><li><p>Artificial intelligence and machine learning</p></li><li><p>Consumer goods</p></li><li><p>Cryptocurrency</p></li><li><p>Data protection</p></li><li><p>Defense</p></li><li><p>Ecosystem</p></li><li><p>Edge AI</p></li><li><p>Energy</p></li><li><p>Federal health</p></li><li><p>Financial services</p></li><li><p>Hospital operations</p></li><li><p>Intelligence</p></li><li><p>And much more</p></li></ul><p>Palantir is not just another software company. As Harvard stated years ago, Palantir is a "secretive unicorn." However, now Palantir is a monopoly operating in a blue ocean atmosphere with limitless potential. Its category-defining technology has enabled it to become a global leader in AI/ML platforms. Moreover, Palantir was ranked No. 1 in a worldwide artificial intelligence software study in market share and revenue. We're still in the early innings of the AI revolution, and Palantir should become one of the greatest beneficiaries of the artificial intelligence boom in the coming years.</p><h3 id=\"id_2412212241\">The Results Speak For Themselves</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86135aec0c98220c345740f2e0ee9986\" alt=\"EPS growth (static.seekingalpha.com)\" title=\"EPS growth (static.seekingalpha.com)\" tg-width=\"640\" tg-height=\"658\"/><span>EPS growth (static.seekingalpha.com)</span></p><p>Palantir recorded its third consecutive quarter of GAAP profitability. Moreover, we see a massive improvement over the nine-cent loss we saw in the same quarter one year ago.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7f1e2a39e994155d687c2985f9f0dfc\" alt=\"Revenue growth (static.seekingalpha.com)\" title=\"Revenue growth (static.seekingalpha.com)\" tg-width=\"640\" tg-height=\"291\"/><span>Revenue growth (static.seekingalpha.com)</span></p><p>Palantir achieved 20% YoY U.S. commercial revenue growth and 10% U.S. government revenue growth. Also, we must consider that this significant growth occurs during a high-interest rate and low-growth economic environment, and sales growth should increase considerably once the transitory slowdown concludes.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7729ac9c304d0d4755322abc4cbef88\" alt=\"Revenue growth (static.seekingalpha.com)\" title=\"Revenue growth (static.seekingalpha.com)\" tg-width=\"640\" tg-height=\"291\"/><span>Revenue growth (static.seekingalpha.com)</span></p><p>The remarkable factor is that while U.S. government growth increased by 10% from last year, total government growth came in at 15%. Therefore, Palantir is experiencing increasing growth with international governments, implying that international government growth should continue expanding, and revenue growth could increase.</p><p>Additionally, we're seeing lower growth in the international commercial segment. However, this phenomenon should be transitory and is likely correlated with slow global growth and relatively limited commercial exposure to Palantir platforms outside the U.S. Nonetheless, we should see a re-acceleration in international commercial development as the global economy improves and exposure to Palantir software solutions increases in commercial markets outside the U.S.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43b8cb39ef534f68b76c545dee84d0eb\" alt=\"Customer count and billings (static.seekingalpha.com)\" title=\"Customer count and billings (static.seekingalpha.com)\" tg-width=\"640\" tg-height=\"289\"/><span>Customer count and billings (static.seekingalpha.com)</span></p><p>Despite Palantir's transitory slowdown in revenue growth, customer count increased by 38% YoY, and billings surged by 52% over the same quarter one year ago. Therefore, we should see a substantial acceleration in revenue growth in the coming years and future quarters. I expect Palantir's sales growth to return to 25%-30% as the company advances in future years.</p><h3 id=\"id_1736599882\">I'm Not Worried About Dilution, And You Shouldn't Be</h3><p>Some market participants have expressed concern about dilution in Palantir's stock. However, this issue has been overblown and taken out of context. Due to SBC, Palantir's share count surged after going public. However, many companies experience a similar dynamic after their IPO. Share count has remained relatively steady for years, increasing by about 15% over the last two years. Moreover, SBC should continue to become less significant as Palantir grows revenues in the coming years. Furthermore, Palantir announced a $1 billion buyback program during its latest earnings report.</p><h3 id=\"id_3510517362\">The Stock Buyback is a Huge Plus for Shareholders</h3><p>Some market participants claim that the buyback is harmful and that a company focusing on growth should not buy back its stock. However, Palantir is different from your ordinary company, and the buyback is a massive vote of confidence by high-level management in Palantir. Palantir's leadership is highly confident in the company's future. Its stock price is still meager, as Palantir's high probability for considerable outperformance is not factored into its stock price at this stage. Furthermore, the buyback has nothing to do with Palantir's growth trajectory, as the company can continue expanding while buying back shares.</p><h3 id=\"id_1279975925\">Palantir - Bullish Technical Set-Up</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57afdaf982f6077a35c2318a90b3ce34\" alt=\"PLTR (StockCharts.com)\" title=\"PLTR (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>PLTR (StockCharts.com)</span></p><p>Palantir's technical image is highly constructive here. We see a similar pattern in early 2023 before the massive run-up in Palantir's stock. Therefore, we could see another substantial rally toward the $20-25 range once the current pullback/consolidation phase ends. Palantir's stock got highly overbought as it surged from about $7 to $20, but we've seen a constructive correction since then. We're seeing improving momentum, and the 50-day MA crossed decisively over the 200-day MA, a bullish long-term technical dynamic.</p><h2 id=\"id_2253273141\">The Market is Behind The Curve On Palantir</h2><h3 id=\"id_1815103307\">Revenues Should Top Estimates</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b6d8bfd481ed31697da777dc44b8edb\" alt=\"Revenue estimates (SeekingAlpha.com)\" title=\"Revenue estimates (SeekingAlpha.com)\" tg-width=\"640\" tg-height=\"202\"/><span>Revenue estimates (SeekingAlpha.com)</span></p><p>I rarely see the market so far behind the curve on a company, but a name that quickly comes to mind is Tesla. Tesla outperformed most revenue and EPS estimates as it transitioned into one of the most prominent global companies several years back. Palantir is in a similar spot as the market underestimates its future revenue growth. Instead of the projected 20% sales growth, Palantir could provide 25%-30% revenue growth as the global economy stabilizes and returns to growth. Palantir also should benefit significantly from a lower interest rate environment in the future, potentially delivering 30%-plus annual growth.</p><h3 id=\"id_688211846\">EPS Growth Should Exceed Expectations</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bee5ba0547bd74c2df8f4f3094dc798\" alt=\"EPS estimates (SeekingAlpha.com)\" title=\"EPS estimates (SeekingAlpha.com)\" tg-width=\"640\" tg-height=\"197\"/><span>EPS estimates (SeekingAlpha.com)</span></p><p>We see a similar depressed EPS growth dynamic when considering consensus estimates for future years. Palantir is just starting to become profitable; its growth margin is 81%. Therefore, as Palantir's revenues increase more rapidly than expected, its profitability should expand faster than current EPS estimates imply. Instead of the anticipated 20%-30% EPS growth rate, we could see EPS expansion of around 35%-45% in future years. This dynamic of better-than-expected revenue growth and higher-than-anticipated EPS expansion should enable Palantir to maintain a relatively high forward P/E multiple of around 50-60, boosting its stock price much higher as we advance.</p><p><strong>Here's Where Palantir's Stock Could Be In Future Years</strong></p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>Year</strong></p></td><td style=\"text-align:left;\"><p><strong>2024</strong></p></td><td style=\"text-align:left;\"><p><strong>2025</strong></p></td><td style=\"text-align:left;\"><p><strong>2026</strong></p></td><td style=\"text-align:left;\"><p><strong>2027</strong></p></td><td style=\"text-align:left;\"><p><strong>2028</strong></p></td><td style=\"text-align:left;\"><p><strong>2029</strong></p></td><td style=\"text-align:left;\"><p><strong>2030</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue Bs</strong></p></td><td style=\"text-align:left;\"><p>$2.85</p></td><td style=\"text-align:left;\"><p>$3.6</p></td><td style=\"text-align:left;\"><p>$4.62</p></td><td style=\"text-align:left;\"><p>$5.96</p></td><td style=\"text-align:left;\"><p>$7.75</p></td><td style=\"text-align:left;\"><p>$10</p></td><td style=\"text-align:left;\"><p>$12.8</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue growth</strong></p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>30%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>29%</p></td><td style=\"text-align:left;\"><p>30%</p></td><td style=\"text-align:left;\"><p>29%</p></td><td style=\"text-align:left;\"><p>28%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS</strong></p></td><td style=\"text-align:left;\"><p>$0.33</p></td><td style=\"text-align:left;\"><p>$0.48</p></td><td style=\"text-align:left;\"><p>$0.67</p></td><td style=\"text-align:left;\"><p>$0.95</p></td><td style=\"text-align:left;\"><p>$1.32</p></td><td style=\"text-align:left;\"><p>$1.82</p></td><td style=\"text-align:left;\"><p>$2.50</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS growth</strong></p></td><td style=\"text-align:left;\"><p>43%</p></td><td style=\"text-align:left;\"><p>44%</p></td><td style=\"text-align:left;\"><p>42%</p></td><td style=\"text-align:left;\"><p>41%</p></td><td style=\"text-align:left;\"><p>39%</p></td><td style=\"text-align:left;\"><p>38%</p></td><td style=\"text-align:left;\"><p>37%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward P/E</strong></p></td><td style=\"text-align:left;\"><p>55</p></td><td style=\"text-align:left;\"><p>57</p></td><td style=\"text-align:left;\"><p>58</p></td><td style=\"text-align:left;\"><p>56</p></td><td style=\"text-align:left;\"><p>57</p></td><td style=\"text-align:left;\"><p>54</p></td><td style=\"text-align:left;\"><p>52</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Stock price</strong></p></td><td style=\"text-align:left;\"><p>$26</p></td><td style=\"text-align:left;\"><p>$38</p></td><td style=\"text-align:left;\"><p>$55</p></td><td style=\"text-align:left;\"><p>$74</p></td><td style=\"text-align:left;\"><p>$104</p></td><td style=\"text-align:left;\"><p>$135</p></td><td style=\"text-align:left;\"><p>$175</p></td></tr></tbody></table><p><em>Source: The Financial Prophet</em></p><h2 id=\"id_2045590667\">Risks to Palantir</h2><p>Despite my bullish projections, Palantir faces several risks. The company may grow slower than my forecast suggests, and its profitability may be lower than expected. Also, unknown factors regarding the broader economy could impact Palantir's shares. Economic growth could be slower than expected, leading to lower sales growth for Palantir as we advance. Investors should investigate these and other risk factors before committing capital to an investment in Palantir.</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: What Are You Waiting For?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: What Are You Waiting For?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-16 09:00 GMT+8 <a href=https://seekingalpha.com/article/4635437-palantir-what-are-you-waiting-for><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is a highly-polarizing battleground stock with significant growth potential.Palantir is under-appreciated by the market, while it has established itself as a global leader in AI/ML platforms....</p>\n\n<a href=\"https://seekingalpha.com/article/4635437-palantir-what-are-you-waiting-for\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4588":"碎股","BK4550":"红杉资本持仓","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4547":"WSB热门概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","PLTR":"Palantir Technologies Inc.","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4023":"应用软件","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","BK4592":"伊斯兰概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","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","BK4585":"ETF&股票定投概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4534":"瑞士信贷持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC"},"source_url":"https://seekingalpha.com/article/4635437-palantir-what-are-you-waiting-for","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2367285643","content_text":"Palantir is a highly-polarizing battleground stock with significant growth potential.Palantir is under-appreciated by the market, while it has established itself as a global leader in AI/ML platforms.The company is a market leader in AI technology and has established itself as a global leader in AI/ML platforms.Palantir recorded its third consecutive quarter of GAAP profitability and is experiencing increasing growth with international governments.Palantir has significant growth and profitability potential and could reach a stock price of $50 in 1-3 years.Kevin Dietsch/Getty Images NewsPalantir (NYSE:PLTR) is one of the most significant battleground stocks I've encountered over my 20-plus year investment career. Either you love the company, or you hate it. Additionally, many market participants may need clarification about Palantir and what the company does. Many investors are on the sidelines and could join the party later when the stock is at a much higher price.Palantir reminds me a lot of Tesla (TSLA). I went long Tesla's stock in 2013 and have been invested in one form or another ever since. Tesla was (arguably) the most significant battleground stock of all time, which I wrote about consistently over the last six years. I see many similarities between Tesla and Palantir. Both companies are market leaders at the cutting edge of their respective industries with remarkable growth potential ahead.Also, many market participants believe these companies are overvalued and don't recognize the long-term revenue growth potential and profitability prospects for these firms. The primary difference is that Palantir may be where Tesla was about five years ago before its stock appreciated by nearly 2,000%.I'm not suggesting that Palantir will shoot up to $300 anytime soon. Nevertheless, Palantir has much more potential than the market expects. Due to its leading position in AI and remarkable growth opportunities in its government and private sector, Palantir's stock could easily be around $50 in 1-3 years and may go much higher afterward.So, what are you waiting for?Palantir is one of the most unique monopolistic-style AI market-leading companies operating in a blue-ocean atmosphere globally. Moreover, Palantir is substantially under-appreciated by the market and could expand into one of the most dominant companies in the software space.Palantir - Harvard's UnicornIn 2015, Harvard wrote about Palantir, calling it the \"hottest unicorn you've never heard of.\" Fast forward eight years and just about everyone has heard of Palantir. The remarkable thing is that even back then, Palantir had a $20 billion valuation, servicing clients like the CIA, NSA, U.S. Army, and other essential government agencies.In 2016, Palantir already had a firm seat at the big table. President-Elect Donald Trump met with the tech industry leaders at Trump Tower in New York. Seated around the table were tech visionary leaders like Larry Page, Tim Cook, Jeff Bezos, Elon Musk, Peter Theil, and others. However, seated directly across from Mr. Trump was a relatively unknown 49-year-old Ph.D. named Alex Karp (Palantir's CEO).Palantir was born in the wake of the 2001 terror attacks, was funded by a CIA venture arm, and initially enabled crucial U.S. intelligence agencies to combat terrorism and other threats. However, over time, Palantir has become far more than a U.S. government contractor, now working with other governments and establishing a firm foothold in the private sector. Furthermore, Palantir has established itself as a global leader in A.I. technology, implying its growth runway is vast and its profitability potential is massive.Palantir's Remarkable AI PotentialPalantir's Gotham, Apollo, and Foundry programs already were market-leading software products before the company's substantial advancements in AI. Now, with the recent introduction of Palantir's artificial intelligence platform, \"AIP,\" users can leverage the power of AI to solve the most significant problems facing their enterprises. AIP offers capabilities powered by large language models (LLMs) to various applications. Moreover, customers don't need to change anything as Palantir's AIP seamlessly layers on top of its existing software programs.Palantir's platforms are used throughout the public, private, and non-profit sectors. Palantir enables organizations to quickly implement solutions to the most challenging problems they face, allowing them to optimize operations, often leading to increased revenues and improved profitability.Some of Palantir's offerings include:Anti-money launderingApplied customer intelligenceArtificial intelligence and machine learningConsumer goodsCryptocurrencyData protectionDefenseEcosystemEdge AIEnergyFederal healthFinancial servicesHospital operationsIntelligenceAnd much morePalantir is not just another software company. As Harvard stated years ago, Palantir is a \"secretive unicorn.\" However, now Palantir is a monopoly operating in a blue ocean atmosphere with limitless potential. Its category-defining technology has enabled it to become a global leader in AI/ML platforms. Moreover, Palantir was ranked No. 1 in a worldwide artificial intelligence software study in market share and revenue. We're still in the early innings of the AI revolution, and Palantir should become one of the greatest beneficiaries of the artificial intelligence boom in the coming years.The Results Speak For ThemselvesEPS growth (static.seekingalpha.com)Palantir recorded its third consecutive quarter of GAAP profitability. Moreover, we see a massive improvement over the nine-cent loss we saw in the same quarter one year ago.Revenue growth (static.seekingalpha.com)Palantir achieved 20% YoY U.S. commercial revenue growth and 10% U.S. government revenue growth. Also, we must consider that this significant growth occurs during a high-interest rate and low-growth economic environment, and sales growth should increase considerably once the transitory slowdown concludes.Revenue growth (static.seekingalpha.com)The remarkable factor is that while U.S. government growth increased by 10% from last year, total government growth came in at 15%. Therefore, Palantir is experiencing increasing growth with international governments, implying that international government growth should continue expanding, and revenue growth could increase.Additionally, we're seeing lower growth in the international commercial segment. However, this phenomenon should be transitory and is likely correlated with slow global growth and relatively limited commercial exposure to Palantir platforms outside the U.S. Nonetheless, we should see a re-acceleration in international commercial development as the global economy improves and exposure to Palantir software solutions increases in commercial markets outside the U.S.Customer count and billings (static.seekingalpha.com)Despite Palantir's transitory slowdown in revenue growth, customer count increased by 38% YoY, and billings surged by 52% over the same quarter one year ago. Therefore, we should see a substantial acceleration in revenue growth in the coming years and future quarters. I expect Palantir's sales growth to return to 25%-30% as the company advances in future years.I'm Not Worried About Dilution, And You Shouldn't BeSome market participants have expressed concern about dilution in Palantir's stock. However, this issue has been overblown and taken out of context. Due to SBC, Palantir's share count surged after going public. However, many companies experience a similar dynamic after their IPO. Share count has remained relatively steady for years, increasing by about 15% over the last two years. Moreover, SBC should continue to become less significant as Palantir grows revenues in the coming years. Furthermore, Palantir announced a $1 billion buyback program during its latest earnings report.The Stock Buyback is a Huge Plus for ShareholdersSome market participants claim that the buyback is harmful and that a company focusing on growth should not buy back its stock. However, Palantir is different from your ordinary company, and the buyback is a massive vote of confidence by high-level management in Palantir. Palantir's leadership is highly confident in the company's future. Its stock price is still meager, as Palantir's high probability for considerable outperformance is not factored into its stock price at this stage. Furthermore, the buyback has nothing to do with Palantir's growth trajectory, as the company can continue expanding while buying back shares.Palantir - Bullish Technical Set-UpPLTR (StockCharts.com)Palantir's technical image is highly constructive here. We see a similar pattern in early 2023 before the massive run-up in Palantir's stock. Therefore, we could see another substantial rally toward the $20-25 range once the current pullback/consolidation phase ends. Palantir's stock got highly overbought as it surged from about $7 to $20, but we've seen a constructive correction since then. We're seeing improving momentum, and the 50-day MA crossed decisively over the 200-day MA, a bullish long-term technical dynamic.The Market is Behind The Curve On PalantirRevenues Should Top EstimatesRevenue estimates (SeekingAlpha.com)I rarely see the market so far behind the curve on a company, but a name that quickly comes to mind is Tesla. Tesla outperformed most revenue and EPS estimates as it transitioned into one of the most prominent global companies several years back. Palantir is in a similar spot as the market underestimates its future revenue growth. Instead of the projected 20% sales growth, Palantir could provide 25%-30% revenue growth as the global economy stabilizes and returns to growth. Palantir also should benefit significantly from a lower interest rate environment in the future, potentially delivering 30%-plus annual growth.EPS Growth Should Exceed ExpectationsEPS estimates (SeekingAlpha.com)We see a similar depressed EPS growth dynamic when considering consensus estimates for future years. Palantir is just starting to become profitable; its growth margin is 81%. Therefore, as Palantir's revenues increase more rapidly than expected, its profitability should expand faster than current EPS estimates imply. Instead of the anticipated 20%-30% EPS growth rate, we could see EPS expansion of around 35%-45% in future years. This dynamic of better-than-expected revenue growth and higher-than-anticipated EPS expansion should enable Palantir to maintain a relatively high forward P/E multiple of around 50-60, boosting its stock price much higher as we advance.Here's Where Palantir's Stock Could Be In Future YearsYear2024202520262027202820292030Revenue Bs$2.85$3.6$4.62$5.96$7.75$10$12.8Revenue growth28%30%28%29%30%29%28%EPS$0.33$0.48$0.67$0.95$1.32$1.82$2.50EPS growth43%44%42%41%39%38%37%Forward P/E55575856575452Stock price$26$38$55$74$104$135$175Source: The Financial ProphetRisks to PalantirDespite my bullish projections, Palantir faces several risks. The company may grow slower than my forecast suggests, and its profitability may be lower than expected. Also, unknown factors regarding the broader economy could impact Palantir's shares. Economic growth could be slower than expected, leading to lower sales growth for Palantir as we advance. Investors should investigate these and other risk factors before committing capital to an investment in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947470957,"gmtCreate":1683549454880,"gmtModify":1683549460016,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"go. go. go. need to pay the bills soon. ","listText":"go. go. go. need to pay the bills soon. ","text":"go. go. go. need to pay the bills soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947470957","repostId":"1108809398","repostType":2,"repost":{"id":"1108809398","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683547893,"share":"https://ttm.financial/m/news/1108809398?lang=&edition=fundamental","pubTime":"2023-05-08 20:11","market":"us","language":"en","title":"Pre-Bell|U.S. Stock Futures Edged Higher; This Regional Bank Stock Popped 39%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108809398","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Monday ahead of a key inflation reading during the week tha","content":"<html><head></head><body><p>U.S. stock index futures edged higher on Monday ahead of a key inflation reading during the week that will be scrutinized for whether the Federal Reserve's efforts to cool prices were taking hold, while shares of regional lenders extended gains.</p><h2>Market Snapshot</h2><p>At 8:09 a.m. ET, Dow e-minis were up 73 points, or 0.22%, S&P 500 e-minis were up 6.25 points, or 0.15%, and Nasdaq 100 e-minis were down 5.25 points, or 0.03%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f71a43f71d5a0405e257fa5a96247ba3\" tg-width=\"402\" tg-height=\"198\"/></p><h2>Pre-Market Movers</h2><p>PacWest — The regional bank popped 39% in premarket trading, adding to its nearly 82% gain on Friday. PacWest said its business is “fundamentally sound” and cut its dividend by just 1 cent per share. Western Alliance gained about 11% while Zions Bancorp added nearly 6%.</p><p style=\"text-align: start;\">Occidental Petroleum — The energy stock dipped less than 1% in premarket after Warren Buffett said Berkshire Hathaway doesn’t plan on taking full control of the oil giant. The “Oracle of Omaha” has amassed a stake of 23.5%, while receiving approval to purchase up to 50% of the company.</p><p style=\"text-align: start;\">Berkshire Hathaway — The conglomerate’s B shares rose 1.4% in premarket after Buffett’s company reported a 12.6% jump in operating earnings in the first quarter. The strong performance was driven by a rebound in the conglomerate’s insurance business. Overall earnings also rose sharply thanks in part to gains in its equity portfolio, led by Apple.</p><p style=\"text-align: start;\">Estee Lauder — Shares jumped 4.2% in premarket trading following a Sunday report from the New York Post that activist investor Nelson Peltz was contemplating a “possible shakeup” at the beauty products company. The campaign would reportedly target CEO Fabrizio Freda.</p><p style=\"text-align: start;\">AMC — AMC slid 3% in the premarket after the movie theater chain said it reached an agreement to settle a shareholder class action against the conversion of AMC Preferred Equity Units into common company shares, as well as a reverse stock split. Investors approved the decision in March.</p><p style=\"text-align: start;\">American Airlines — Shares gained about 3% in premarket trading Monday after JPMorgan upgraded the stock to overweight from neutral. Analyst Jamie Baker highlighted the company’s attractive valuation and said the “Big 3” airlines, which encompasses American, Delta and United, are pulling away from the broader field of providers.</p><p style=\"text-align: start;\">Tyson Foods — Shares of the food production company tumbled 9% after Tyson cut its annual sales outlook and posted an unexpected loss for its latest quarter, according to FactSet. It also warned of a 4% decrease from the previous year in domestic beef production and flat pork production.</p><p style=\"text-align: start;\">Viatris — Shares added 2.4% after the health-care stock topped earnings expectations and reaffirmed full-year guidance, despite a shortfall in revenue. Viatris posted $932.9 million in adjusted net income for the first quarter, ahead of the consensus estimate of $835.8 million from analysts polled by FactSet. Revenue, came in at $3.72 billion against a forecast of $3.8 billion.</p><p style=\"text-align: start;\">Fortinet — The cybersecurity company added 3.3% after being upgraded to buy from neutral by Bank of America. The Wall Street firm cited Fortinet’s solid execution and strong underlying demand.</p><h2>Market News</h2><p><strong>Tyson Foods Swings to a Loss, Stock Falls 9%</strong></p><p>Tyson Foods Inc. <a href=\"https://laohu8.com/S/TSN\">$(TSN)$</a> stock fell 8.9% in premarket trades Monday after the meat producer posted a surprise second-quarter loss. Tyson Foods said it lost $49 million, or 28 cents a share, from net income of $1.16 billion, or $2.28 a share, in the year-ago quarter.</p><p>The company's adjusted loss was 4 cents a share, falling well short of the Wall Street estimate for net income of 79 cents a share.</p><p><strong>BioNTech Earnings Drops on Lower COVID Vaccine Sales</strong></p><p>BioNTech, Pfizer's partner on COVID-19 vaccines, said first-quarter net income plunged on lower demand for the shots, as the German biotech firm broadens its attention on cancer and other infectious diseases.</p><p>Quarterly net profit dropped to 502 million euros ($553.56 million), down from 3.7 billion euros a year earlier, as vaccine demand plunged.</p><p><strong>Berkshire Hathaway Sells $58.9 Mln Worth of Shares in China's BYD</strong></p><p>Berkshire Hathaway, the investment company owned by Warren Buffett, has sold 1.96 million Hong Kong-listed shares of electric vehicle maker BYD for HK$462.09 million ($58.9 million), a stock exchange filing showed.</p><p>The sale on May 2 lowered Berkshire's holdings in BYD's issued H-shares to 9.87% from 10.05%, the filing to the Hong Kong stock exchange on Monday showed.</p><p><strong>Yellen Says No Good Alternative to Congress Lifting Debt Cap</strong></p><p>Treasury Secretary Janet Yellen said there are “simply no good options” for solving the debt limit stalemate in Washington other than Congress lifting the cap and cautioned that resorting to the 14th Amendment would provoke a constitutional crisis.</p><p>“We should not get to the point where we need to consider whether the president can go on issuing debt” without Congress lifting the debt ceiling, Yellen said Sunday on ABC’s “This Week.”</p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell|U.S. Stock Futures Edged Higher; This Regional Bank Stock Popped 39%</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\">\nPre-Bell|U.S. Stock Futures Edged Higher; This Regional Bank Stock Popped 39%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-05-08 20:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged higher on Monday ahead of a key inflation reading during the week that will be scrutinized for whether the Federal Reserve's efforts to cool prices were taking hold, while shares of regional lenders extended gains.</p><h2>Market Snapshot</h2><p>At 8:09 a.m. ET, Dow e-minis were up 73 points, or 0.22%, S&P 500 e-minis were up 6.25 points, or 0.15%, and Nasdaq 100 e-minis were down 5.25 points, or 0.03%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f71a43f71d5a0405e257fa5a96247ba3\" tg-width=\"402\" tg-height=\"198\"/></p><h2>Pre-Market Movers</h2><p>PacWest — The regional bank popped 39% in premarket trading, adding to its nearly 82% gain on Friday. PacWest said its business is “fundamentally sound” and cut its dividend by just 1 cent per share. Western Alliance gained about 11% while Zions Bancorp added nearly 6%.</p><p style=\"text-align: start;\">Occidental Petroleum — The energy stock dipped less than 1% in premarket after Warren Buffett said Berkshire Hathaway doesn’t plan on taking full control of the oil giant. The “Oracle of Omaha” has amassed a stake of 23.5%, while receiving approval to purchase up to 50% of the company.</p><p style=\"text-align: start;\">Berkshire Hathaway — The conglomerate’s B shares rose 1.4% in premarket after Buffett’s company reported a 12.6% jump in operating earnings in the first quarter. The strong performance was driven by a rebound in the conglomerate’s insurance business. Overall earnings also rose sharply thanks in part to gains in its equity portfolio, led by Apple.</p><p style=\"text-align: start;\">Estee Lauder — Shares jumped 4.2% in premarket trading following a Sunday report from the New York Post that activist investor Nelson Peltz was contemplating a “possible shakeup” at the beauty products company. The campaign would reportedly target CEO Fabrizio Freda.</p><p style=\"text-align: start;\">AMC — AMC slid 3% in the premarket after the movie theater chain said it reached an agreement to settle a shareholder class action against the conversion of AMC Preferred Equity Units into common company shares, as well as a reverse stock split. Investors approved the decision in March.</p><p style=\"text-align: start;\">American Airlines — Shares gained about 3% in premarket trading Monday after JPMorgan upgraded the stock to overweight from neutral. Analyst Jamie Baker highlighted the company’s attractive valuation and said the “Big 3” airlines, which encompasses American, Delta and United, are pulling away from the broader field of providers.</p><p style=\"text-align: start;\">Tyson Foods — Shares of the food production company tumbled 9% after Tyson cut its annual sales outlook and posted an unexpected loss for its latest quarter, according to FactSet. It also warned of a 4% decrease from the previous year in domestic beef production and flat pork production.</p><p style=\"text-align: start;\">Viatris — Shares added 2.4% after the health-care stock topped earnings expectations and reaffirmed full-year guidance, despite a shortfall in revenue. Viatris posted $932.9 million in adjusted net income for the first quarter, ahead of the consensus estimate of $835.8 million from analysts polled by FactSet. Revenue, came in at $3.72 billion against a forecast of $3.8 billion.</p><p style=\"text-align: start;\">Fortinet — The cybersecurity company added 3.3% after being upgraded to buy from neutral by Bank of America. The Wall Street firm cited Fortinet’s solid execution and strong underlying demand.</p><h2>Market News</h2><p><strong>Tyson Foods Swings to a Loss, Stock Falls 9%</strong></p><p>Tyson Foods Inc. <a href=\"https://laohu8.com/S/TSN\">$(TSN)$</a> stock fell 8.9% in premarket trades Monday after the meat producer posted a surprise second-quarter loss. Tyson Foods said it lost $49 million, or 28 cents a share, from net income of $1.16 billion, or $2.28 a share, in the year-ago quarter.</p><p>The company's adjusted loss was 4 cents a share, falling well short of the Wall Street estimate for net income of 79 cents a share.</p><p><strong>BioNTech Earnings Drops on Lower COVID Vaccine Sales</strong></p><p>BioNTech, Pfizer's partner on COVID-19 vaccines, said first-quarter net income plunged on lower demand for the shots, as the German biotech firm broadens its attention on cancer and other infectious diseases.</p><p>Quarterly net profit dropped to 502 million euros ($553.56 million), down from 3.7 billion euros a year earlier, as vaccine demand plunged.</p><p><strong>Berkshire Hathaway Sells $58.9 Mln Worth of Shares in China's BYD</strong></p><p>Berkshire Hathaway, the investment company owned by Warren Buffett, has sold 1.96 million Hong Kong-listed shares of electric vehicle maker BYD for HK$462.09 million ($58.9 million), a stock exchange filing showed.</p><p>The sale on May 2 lowered Berkshire's holdings in BYD's issued H-shares to 9.87% from 10.05%, the filing to the Hong Kong stock exchange on Monday showed.</p><p><strong>Yellen Says No Good Alternative to Congress Lifting Debt Cap</strong></p><p>Treasury Secretary Janet Yellen said there are “simply no good options” for solving the debt limit stalemate in Washington other than Congress lifting the cap and cautioned that resorting to the 14th Amendment would provoke a constitutional crisis.</p><p>“We should not get to the point where we need to consider whether the president can go on issuing debt” without Congress lifting the debt ceiling, Yellen said Sunday on ABC’s “This Week.”</p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PACW":"西太平洋合众银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108809398","content_text":"U.S. stock index futures edged higher on Monday ahead of a key inflation reading during the week that will be scrutinized for whether the Federal Reserve's efforts to cool prices were taking hold, while shares of regional lenders extended gains.Market SnapshotAt 8:09 a.m. ET, Dow e-minis were up 73 points, or 0.22%, S&P 500 e-minis were up 6.25 points, or 0.15%, and Nasdaq 100 e-minis were down 5.25 points, or 0.03%.Pre-Market MoversPacWest — The regional bank popped 39% in premarket trading, adding to its nearly 82% gain on Friday. PacWest said its business is “fundamentally sound” and cut its dividend by just 1 cent per share. Western Alliance gained about 11% while Zions Bancorp added nearly 6%.Occidental Petroleum — The energy stock dipped less than 1% in premarket after Warren Buffett said Berkshire Hathaway doesn’t plan on taking full control of the oil giant. The “Oracle of Omaha” has amassed a stake of 23.5%, while receiving approval to purchase up to 50% of the company.Berkshire Hathaway — The conglomerate’s B shares rose 1.4% in premarket after Buffett’s company reported a 12.6% jump in operating earnings in the first quarter. The strong performance was driven by a rebound in the conglomerate’s insurance business. Overall earnings also rose sharply thanks in part to gains in its equity portfolio, led by Apple.Estee Lauder — Shares jumped 4.2% in premarket trading following a Sunday report from the New York Post that activist investor Nelson Peltz was contemplating a “possible shakeup” at the beauty products company. The campaign would reportedly target CEO Fabrizio Freda.AMC — AMC slid 3% in the premarket after the movie theater chain said it reached an agreement to settle a shareholder class action against the conversion of AMC Preferred Equity Units into common company shares, as well as a reverse stock split. Investors approved the decision in March.American Airlines — Shares gained about 3% in premarket trading Monday after JPMorgan upgraded the stock to overweight from neutral. Analyst Jamie Baker highlighted the company’s attractive valuation and said the “Big 3” airlines, which encompasses American, Delta and United, are pulling away from the broader field of providers.Tyson Foods — Shares of the food production company tumbled 9% after Tyson cut its annual sales outlook and posted an unexpected loss for its latest quarter, according to FactSet. It also warned of a 4% decrease from the previous year in domestic beef production and flat pork production.Viatris — Shares added 2.4% after the health-care stock topped earnings expectations and reaffirmed full-year guidance, despite a shortfall in revenue. Viatris posted $932.9 million in adjusted net income for the first quarter, ahead of the consensus estimate of $835.8 million from analysts polled by FactSet. Revenue, came in at $3.72 billion against a forecast of $3.8 billion.Fortinet — The cybersecurity company added 3.3% after being upgraded to buy from neutral by Bank of America. The Wall Street firm cited Fortinet’s solid execution and strong underlying demand.Market NewsTyson Foods Swings to a Loss, Stock Falls 9%Tyson Foods Inc. $(TSN)$ stock fell 8.9% in premarket trades Monday after the meat producer posted a surprise second-quarter loss. Tyson Foods said it lost $49 million, or 28 cents a share, from net income of $1.16 billion, or $2.28 a share, in the year-ago quarter.The company's adjusted loss was 4 cents a share, falling well short of the Wall Street estimate for net income of 79 cents a share.BioNTech Earnings Drops on Lower COVID Vaccine SalesBioNTech, Pfizer's partner on COVID-19 vaccines, said first-quarter net income plunged on lower demand for the shots, as the German biotech firm broadens its attention on cancer and other infectious diseases.Quarterly net profit dropped to 502 million euros ($553.56 million), down from 3.7 billion euros a year earlier, as vaccine demand plunged.Berkshire Hathaway Sells $58.9 Mln Worth of Shares in China's BYDBerkshire Hathaway, the investment company owned by Warren Buffett, has sold 1.96 million Hong Kong-listed shares of electric vehicle maker BYD for HK$462.09 million ($58.9 million), a stock exchange filing showed.The sale on May 2 lowered Berkshire's holdings in BYD's issued H-shares to 9.87% from 10.05%, the filing to the Hong Kong stock exchange on Monday showed.Yellen Says No Good Alternative to Congress Lifting Debt CapTreasury Secretary Janet Yellen said there are “simply no good options” for solving the debt limit stalemate in Washington other than Congress lifting the cap and cautioned that resorting to the 14th Amendment would provoke a constitutional crisis.“We should not get to the point where we need to consider whether the president can go on issuing debt” without Congress lifting the debt ceiling, Yellen said Sunday on ABC’s “This Week.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946681589,"gmtCreate":1680941259742,"gmtModify":1680941283580,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"isn't coca cola drinks help control world population? load up sugar for diabetes .. ","listText":"isn't coca cola drinks help control world population? load up sugar for diabetes .. ","text":"isn't coca cola drinks help control world population? load up sugar for diabetes ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946681589","repostId":"2325582259","repostType":2,"repost":{"id":"2325582259","kind":"highlight","pubTimestamp":1680998887,"share":"https://ttm.financial/m/news/2325582259?lang=&edition=fundamental","pubTime":"2023-04-09 08:08","market":"us","language":"en","title":"7 Dividend-Paying Large-Cap Stocks to Buy in April","url":"https://stock-news.laohu8.com/highlight/detail?id=2325582259","media":"InvestorPlace","summary":"Nvidia : With the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking n","content":"<html><head></head><body><ul><li><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>: With the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking new ground.</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>: This large-cap stock is getting massive attention from ChatGPT and the growing AI trend.</p></li><li><p><a href=\"https://laohu8.com/S/AAPL\">Apple </a>: Apple is well on the way to becoming the first $3 trillion stock, particularly after gaining about 30% this year.</p></li><li><p>Continue reading for the complete list of the best dividend-paying large-cap stocks!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4d011661fe21e3fab13d00b3fd1c211\" title=\"\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Shutterstock</p><p>Dividend-paying large-cap stocks are some of the best ways to add wealth to your portfolio. That’s because the company pays <em>you</em> to hold your shares when you have a dividend stock. And that’s true of even the biggest of large-cap stocks.</p><p>Most dividend-paying large-cap stocks issue payouts on a quarterly or monthly basis. If you are a younger investor, putting those payouts back into the stock makes sense to increase your position and grow your portfolio even faster. Once you get that money, it’s yours to do with as you see fit.</p><p>But if you’re a retiree, you’re probably more inclined to take those payouts as income to supplement your other retirement accounts.</p><p>Either way works, and I appreciate a company that cares for its shareholders. I’ve used my Portfolio Grader to evaluate some of the most significant dividend-paying large-cap stocks that would make outstanding choices for any dividend portfolio.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>NVDA</strong></p></td><td style=\"text-align:left;\"><p><strong>Nvidia</strong> </p></td><td style=\"text-align:left;\"><p>$265.27</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>MSFT</strong></p></td><td style=\"text-align:left;\"><p><strong>Microsoft</strong> </p></td><td style=\"text-align:left;\"><p>$283.39</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>AAPL</strong></p></td><td style=\"text-align:left;\"><p><strong>Apple</strong> </p></td><td style=\"text-align:left;\"><p>$162.66</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CVX</strong></p></td><td style=\"text-align:left;\"><p><strong>Chevron</strong> </p></td><td style=\"text-align:left;\"><p>$169.18</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>KO</strong></p></td><td style=\"text-align:left;\"><p> <strong>Coca-Cola</strong> </p></td><td style=\"text-align:left;\"><p>$62.71</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>VLO</strong></p></td><td style=\"text-align:left;\"><p><strong>Valero Energy</strong></p></td><td style=\"text-align:left;\"><p>$133.31</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>SBUX</strong></p></td><td style=\"text-align:left;\"><p><strong>Starbucks</strong> </p></td><td style=\"text-align:left;\"><p>$104.69</p></td></tr></tbody></table><h2><a href=\"https://laohu8.com/S/NVDA\">Nvidia </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0a24b70483c2ec5a401aba3413b487c\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: FP Creative / Shutterstock.com</p><p>Semiconductor chipmaker <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>) is one of the hottest chip makers on the planet. The company’s stock is up nearly 90% in 2023, pushing the market capitalization to $689 billion.</p><p>Nvidia produces chips that can produce amazingly advanced graphics highly prized by gaming applications and gaming centers. </p><p>But with the popularity of the ChatGPT online chatbot developed by <strong>OpenAI</strong>, Nvidia is breaking new ground. It’s on Nvidia’s advanced graphics chips OpenAI is training its large language models. </p><p>Nvidia is now making its DGX Cloud available online to give more businesses access to the infrastructure to develop artificial intelligence tools for themselves. The sky is the limit for NVDA at this point.</p><p>Nvidia currently pays a minimal dividend. The payout ratio is 0.06%, but it’s still one of the more reliable dividend-paying large-cap stocks out there. I hope this company does a better job down the road of rewarding its shareholders with a payout. NVDA stock has a “B” rating in my Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90d4895756dbfb978daefd7e8848dc9d\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: rafapress / Shutterstock.com</p><p><strong>Microsoft</strong> (NASDAQ:<strong>MSFT</strong>) is another of the dividend-paying large-cap stocks getting huge attention from ChatGPT and the growing AI trend. Microsoft partnered with OpenAI and uses the ChatGPT software to enhance searches on its Bing search engine and Edge web browser.</p><p>The excitement helped push Microsoft shares up nearly 20% this year, with a market cap north of $2.1 trillion.</p><p>As I wrote recently on my takeout on Microsoft, the company’s stock is also up on some positive news. It recently announced a plan to integrate AI technology into other platforms, including the planned Microsoft 365 Copilot. And these AI headwinds could also breathe new life into the Azure cloud computing segment.</p><p>Microsoft, which provides a dividend yield of nearly 1%, has a “B” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/AAPL\">Apple </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a285bda1b0e0343e2700b3bcf2ee6374\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Vytautas Kielaitis / Shutterstock.com</p><p>They don’t get any bigger than Microsoft and the next company on our list. <strong>Apple</strong> (NASDAQ:<strong>AAPL</strong>), the maker of the iPhone, wearables and Mac computers, has a market cap of $2.6 trillion.</p><p>It’s well on the way to becoming the first $3 trillion stock, particularly after gaining about 30% this year.</p><p>Analysts are undoubtedly bullish about AAPL stock, citing robust demand for iPhones and strong interest in China. But I’m much more focused on the upcoming Worldwide Developers Conference in early June. At that event, Apple could very well roll out its augmented reality/virtual reality headset product.</p><p>It’s been a while since Apple’s shown us something entirely new, so the reception to such a product will impact AAPL stock. But if you need another reason to like Apple stock, consider the Services segment that includes the App Store and iCloud.</p><p>Revenue from Services reached $19.5 billion in the fiscal first quarter, a new record for the company. That’s a significant trend considering that Apple gets a much higher profit margin on Services revenue than from items that require a lot of equipment and research, such as iPhones and headsets.</p><p>Apple’s current dividend yield is 0.5%, and it has a “B” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/CVX\">Chevron </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906a63eb5d8fb94381d891cda24fa680\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: tishomir / Shutterstock.com</p><p><strong>Chevron</strong> (NYSE:<strong>CVX</strong>) has upstream exploration and production facilities worldwide, including in the U.S., the Gulf of Mexico, Australia, Nigeria, Angola and Kazakhstan, and sports a market cap of $324 billion.</p><p>Chevron stock has been treading water the last few weeks, down about 5% on the year but showing a slight increase over the previous month. The stock appears to be gathering some steam to make another run higher, particularly now that OPEC announced it is cutting oil production.</p><p>The rising oil price and demand for natural gas make Chevron a cash machine. The company brought in $35.5 billion in earnings in 2022 and doled out $11 billion in dividends while spending another $11.25 billion in share buybacks.</p><p>With a dividend yield of 3.5%, CVX stock has a “B” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/KO\">Coca-Cola </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b999b6331c97bce23b08a9742ea1230\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: MAHATHIR MOHD YASIN / Shutterstock.com</p><p>Famed soda maker <strong>Coca-Cola</strong> (NYSE:<strong>KO</strong>) may be one of the best-known consumer brands on the planet. From its headquarters in Atlanta, Coca-Cola has become the world’s biggest non-alcoholic beverage company.</p><p>That’s helped push Coca-Cola to a market capitalization of $270 billion, selling products in more than 200 countries around the world. But even with that massive footprint, the company believes it has a broad runway for growth. </p><p>Coca-Cola claims it has a 14% market share in the developed world. But in the much larger developing and emerging world, Coca-Cola has roughly a 7% share.</p><p>It has a vast arsenal of brands to market to those potential customers, including sodas and carbonated beverages, teas, coffees, water, sports drinks and juices. And it’s recently dipped its toes into alcoholic beverages by offering hard seltzers and canned mixed drinks.</p><p>Earnings for the fourth quarter were $10.2 billion in revenue, beating analysts’ estimates for $9.93 billion revenue. KO also matched expectations, paying 45 cents in earnings per share.</p><p>KO stock is up 5% over the last month, providing a dividend yield of nearly 3%. It gets a “B” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/VLO\">Valero Energy </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fdd072a85edc5d40bab2e2fe81af985\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: JustPixs / Shutterstock.com</p><p><strong>Valero Energy</strong> (NYSE:<strong>VLO</strong>) is another excellent energy stock, but it’s of a different flavor than Chevron. Instead of oil and gas exploration, Valero is a downstream company that is the world’s largest producer of renewable fuels.</p><p>Besides petroleum refineries, Valero has ethanol plants and offers dry distillers’ grains, ethanol and corn oil to gasoline blenders and refiners.</p><p>Fourth-quarter earnings included $41.75 billion in revenue, but it missed expectations of $43.32 billion. Earnings per share of $8.45 per share was better than analysts’ expectations of $7.25.</p><p>VLO stock is up 25% over the last 12 months, pushing its market capitalization to $47.2 billion. It also provides a healthy dividend yield of nearly 3%.</p><p>VLO stock has an “A” rating in the Portfolio Grader.</p><h2><a href=\"https://laohu8.com/S/SBUX\">Starbucks </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ad063c551f66251b95bc10bc3a3d316\" title=\"\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: monticello / Shutterstock.com</p><p>Famed coffee chain <strong>Starbucks</strong> (NASDAQ:<strong>SBUX</strong>) is one of the world’s biggest restaurant chains, boasting more than 36,000 stores. But it’s also a company in transition.</p><p>The company struggled mightily during the Covid-19 pandemic before finally rebounding by mid-2021 to set all-time highs. But since then, Starbucks stock has struggled.</p><p>Faced with high inflation and unionization issues, interim CEO Howard Schultz stepped down last month to make way for new CEO Laxman Narasimhan. Previously, Narasimhan was CEO of <strong>Reckitt Benckiser Group </strong>(OTCMKTS:<strong><u>RGBLY</u></strong>) and had executive positions with <strong>PepsiCo </strong>(NASDAQ:<strong>PEP</strong>). Notably, SBUX stock is up 5% since the change in power. </p><p>Starbucks is a brand constantly tinkering with its menu to develop something new. The most recent offering is oleato coffee, a coffee drink infused with extra virgin olive oil. It will have to continue to evolve if it will be successful under Narasimhan’s watch.</p><p>With a market cap of $119 billion, SBUX offers a dividend yield of 2%. It currently has a “B” rating in the Portfolio Grader.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Dividend-Paying Large-Cap Stocks to Buy in April</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Dividend-Paying Large-Cap Stocks to Buy in April\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-09 08:08 GMT+8 <a href=https://investorplace.com/market360/2023/04/7-dividend-paying-large-cap-stocks-to-buy-in-april/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia : With the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking new ground.Microsoft : This large-cap stock is getting massive attention from ChatGPT and the growing...</p>\n\n<a href=\"https://investorplace.com/market360/2023/04/7-dividend-paying-large-cap-stocks-to-buy-in-april/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0368265418.SGD":"Blackrock World Energy Fund A2 SGD-H","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4554":"元宇宙及AR概念","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4553":"喜马拉雅资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4570":"地缘局势概念股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0300736492.USD":"FRANKLIN NATURAL RESOURCES \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4585":"ETF&股票定投概念","NVDA":"英伟达","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4566":"资本集团","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","BK4543":"AI","BK4559":"巴菲特持仓","BK4577":"网络游戏","AAPL":"苹果","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","QLD":"纳指两倍做多ETF","BK4588":"碎股","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4141":"半导体产品","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","PEP":"百事可乐","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","KO":"可口可乐","LU0823411888.USD":"法巴消费创新基金 Cap","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4097":"系统软件","BK4581":"高盛持仓","MSFT":"微软","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4528":"SaaS概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://investorplace.com/market360/2023/04/7-dividend-paying-large-cap-stocks-to-buy-in-april/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325582259","content_text":"Nvidia : With the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking new ground.Microsoft : This large-cap stock is getting massive attention from ChatGPT and the growing AI trend.Apple : Apple is well on the way to becoming the first $3 trillion stock, particularly after gaining about 30% this year.Continue reading for the complete list of the best dividend-paying large-cap stocks!Source: ShutterstockDividend-paying large-cap stocks are some of the best ways to add wealth to your portfolio. That’s because the company pays you to hold your shares when you have a dividend stock. And that’s true of even the biggest of large-cap stocks.Most dividend-paying large-cap stocks issue payouts on a quarterly or monthly basis. If you are a younger investor, putting those payouts back into the stock makes sense to increase your position and grow your portfolio even faster. Once you get that money, it’s yours to do with as you see fit.But if you’re a retiree, you’re probably more inclined to take those payouts as income to supplement your other retirement accounts.Either way works, and I appreciate a company that cares for its shareholders. I’ve used my Portfolio Grader to evaluate some of the most significant dividend-paying large-cap stocks that would make outstanding choices for any dividend portfolio.NVDANvidia $265.27MSFTMicrosoft $283.39AAPLApple $162.66CVXChevron $169.18KO Coca-Cola $62.71VLOValero Energy$133.31SBUXStarbucks $104.69Nvidia Source: FP Creative / Shutterstock.comSemiconductor chipmaker Nvidia (NASDAQ:NVDA) is one of the hottest chip makers on the planet. The company’s stock is up nearly 90% in 2023, pushing the market capitalization to $689 billion.Nvidia produces chips that can produce amazingly advanced graphics highly prized by gaming applications and gaming centers. But with the popularity of the ChatGPT online chatbot developed by OpenAI, Nvidia is breaking new ground. It’s on Nvidia’s advanced graphics chips OpenAI is training its large language models. Nvidia is now making its DGX Cloud available online to give more businesses access to the infrastructure to develop artificial intelligence tools for themselves. The sky is the limit for NVDA at this point.Nvidia currently pays a minimal dividend. The payout ratio is 0.06%, but it’s still one of the more reliable dividend-paying large-cap stocks out there. I hope this company does a better job down the road of rewarding its shareholders with a payout. NVDA stock has a “B” rating in my Portfolio Grader.Microsoft Source: rafapress / Shutterstock.comMicrosoft (NASDAQ:MSFT) is another of the dividend-paying large-cap stocks getting huge attention from ChatGPT and the growing AI trend. Microsoft partnered with OpenAI and uses the ChatGPT software to enhance searches on its Bing search engine and Edge web browser.The excitement helped push Microsoft shares up nearly 20% this year, with a market cap north of $2.1 trillion.As I wrote recently on my takeout on Microsoft, the company’s stock is also up on some positive news. It recently announced a plan to integrate AI technology into other platforms, including the planned Microsoft 365 Copilot. And these AI headwinds could also breathe new life into the Azure cloud computing segment.Microsoft, which provides a dividend yield of nearly 1%, has a “B” rating in the Portfolio Grader.Apple Source: Vytautas Kielaitis / Shutterstock.comThey don’t get any bigger than Microsoft and the next company on our list. Apple (NASDAQ:AAPL), the maker of the iPhone, wearables and Mac computers, has a market cap of $2.6 trillion.It’s well on the way to becoming the first $3 trillion stock, particularly after gaining about 30% this year.Analysts are undoubtedly bullish about AAPL stock, citing robust demand for iPhones and strong interest in China. But I’m much more focused on the upcoming Worldwide Developers Conference in early June. At that event, Apple could very well roll out its augmented reality/virtual reality headset product.It’s been a while since Apple’s shown us something entirely new, so the reception to such a product will impact AAPL stock. But if you need another reason to like Apple stock, consider the Services segment that includes the App Store and iCloud.Revenue from Services reached $19.5 billion in the fiscal first quarter, a new record for the company. That’s a significant trend considering that Apple gets a much higher profit margin on Services revenue than from items that require a lot of equipment and research, such as iPhones and headsets.Apple’s current dividend yield is 0.5%, and it has a “B” rating in the Portfolio Grader.Chevron Source: tishomir / Shutterstock.comChevron (NYSE:CVX) has upstream exploration and production facilities worldwide, including in the U.S., the Gulf of Mexico, Australia, Nigeria, Angola and Kazakhstan, and sports a market cap of $324 billion.Chevron stock has been treading water the last few weeks, down about 5% on the year but showing a slight increase over the previous month. The stock appears to be gathering some steam to make another run higher, particularly now that OPEC announced it is cutting oil production.The rising oil price and demand for natural gas make Chevron a cash machine. The company brought in $35.5 billion in earnings in 2022 and doled out $11 billion in dividends while spending another $11.25 billion in share buybacks.With a dividend yield of 3.5%, CVX stock has a “B” rating in the Portfolio Grader.Coca-Cola Source: MAHATHIR MOHD YASIN / Shutterstock.comFamed soda maker Coca-Cola (NYSE:KO) may be one of the best-known consumer brands on the planet. From its headquarters in Atlanta, Coca-Cola has become the world’s biggest non-alcoholic beverage company.That’s helped push Coca-Cola to a market capitalization of $270 billion, selling products in more than 200 countries around the world. But even with that massive footprint, the company believes it has a broad runway for growth. Coca-Cola claims it has a 14% market share in the developed world. But in the much larger developing and emerging world, Coca-Cola has roughly a 7% share.It has a vast arsenal of brands to market to those potential customers, including sodas and carbonated beverages, teas, coffees, water, sports drinks and juices. And it’s recently dipped its toes into alcoholic beverages by offering hard seltzers and canned mixed drinks.Earnings for the fourth quarter were $10.2 billion in revenue, beating analysts’ estimates for $9.93 billion revenue. KO also matched expectations, paying 45 cents in earnings per share.KO stock is up 5% over the last month, providing a dividend yield of nearly 3%. It gets a “B” rating in the Portfolio Grader.Valero Energy Source: JustPixs / Shutterstock.comValero Energy (NYSE:VLO) is another excellent energy stock, but it’s of a different flavor than Chevron. Instead of oil and gas exploration, Valero is a downstream company that is the world’s largest producer of renewable fuels.Besides petroleum refineries, Valero has ethanol plants and offers dry distillers’ grains, ethanol and corn oil to gasoline blenders and refiners.Fourth-quarter earnings included $41.75 billion in revenue, but it missed expectations of $43.32 billion. Earnings per share of $8.45 per share was better than analysts’ expectations of $7.25.VLO stock is up 25% over the last 12 months, pushing its market capitalization to $47.2 billion. It also provides a healthy dividend yield of nearly 3%.VLO stock has an “A” rating in the Portfolio Grader.Starbucks Source: monticello / Shutterstock.comFamed coffee chain Starbucks (NASDAQ:SBUX) is one of the world’s biggest restaurant chains, boasting more than 36,000 stores. But it’s also a company in transition.The company struggled mightily during the Covid-19 pandemic before finally rebounding by mid-2021 to set all-time highs. But since then, Starbucks stock has struggled.Faced with high inflation and unionization issues, interim CEO Howard Schultz stepped down last month to make way for new CEO Laxman Narasimhan. Previously, Narasimhan was CEO of Reckitt Benckiser Group (OTCMKTS:RGBLY) and had executive positions with PepsiCo (NASDAQ:PEP). Notably, SBUX stock is up 5% since the change in power. Starbucks is a brand constantly tinkering with its menu to develop something new. The most recent offering is oleato coffee, a coffee drink infused with extra virgin olive oil. It will have to continue to evolve if it will be successful under Narasimhan’s watch.With a market cap of $119 billion, SBUX offers a dividend yield of 2%. It currently has a “B” rating in the Portfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215909656633376,"gmtCreate":1693716194414,"gmtModify":1693716204744,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Yeah. GM reduced.","listText":"Yeah. GM reduced.","text":"Yeah. GM reduced.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215909656633376","repostId":"2363324332","repostType":2,"repost":{"id":"2363324332","kind":"highlight","pubTimestamp":1693712200,"share":"https://ttm.financial/m/news/2363324332?lang=&edition=fundamental","pubTime":"2023-09-03 11:36","market":"us","language":"en","title":"The 7 Most Promising Warren Buffett Stocks to Own Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2363324332","media":"InvestorPlace","summary":"With investors facing unknown circumstances, it may be best to put your trust in the Oracle via Warren Buffett stock picks.","content":"<html><head></head><body><p>The man known as the Oracle of Omaha is 92 years old and about to turn 93, which tells you plenty about Warren Buffett stock picks. He’s been at this investing thing for longer than many of you and your significant other have been alive. Under current troubling market headwinds, you may find no greater comfort than the top Buffett investments.</p><p>Sure, you can always chase the latest system fad that might work in bull markets but collapse once the bears come a-crawling. And that’s the beauty of Buffett-approved stocks. By assessing the top names within the holdings of the Oracle’s <strong>Berkshire Hathaway</strong> (NYSE: <strong>BRK-B</strong>) conglomerate, you can build a portfolio that should weather any storm.</p><p>Again, Warren Buffett is close to the century mark in lifespan. He knows how to make money in any market. On that note, below are enticing Berkshire Hathaway recommendations that you should put on your watch list.</p><h2 id=\"id_644228942\">Warren Buffett Stock Picks: Kroger (KR)</h2><p>As a stalwart in the grocery store business, <strong>Kroger</strong> (NYSE: <strong>KR</strong>) makes an easy case for Warren Buffett stock picks. Obviously, the company caters to core needs: humans don’t do so well without daily nourishment. Further, because it’s such a critical business, even households hard hit by the post-pandemic economy can’t afford to skimp out on their calories.</p><p>This framework doesn’t exclusively help Kroger, to be honest. However, the company sits on the lower rungs of the trade-down effect. Should consumer pressures build, people will likely cut their expenditures at pricey restaurants in favor of cooking at home. Naturally, Kroger should benefit as a low-cost provider of the underlying ingredients. Plus, it’s one of the Buffett-approved stocks thanks to its valuation. Right now, shares trade at 10.28X forward earnings, favorably below 85.71% of its peers.</p><p>Finally, analysts peg KR as a consensus moderate buy. Their average price target comes in at $51.91, implying nearly 12% upside potential.</p><h2 id=\"id_1537050297\">Visa (V)</h2><p>Another strong idea for Warren Buffett stock picks, <strong>Visa</strong> (NYSE: <strong>V</strong>) presents an interesting case. If I’m being perfectly straightforward, it may be a controversial idea. On the surface, Americans love their plastic. Per a <em>CNN</em> report, U.S. credit card debt breached the $1 trillion level, a fresh record. If most of this figure stems from keeping up with the Joneses, I have zero problems viewing Visa as one of the top Buffett investments.</p><p>However, if an acceleration of this stat originates from households needing to make ends meet, that’s more problematic. Basically, if the economy suffers a recession, Visa may be on the hook for a rising bad debt count. So, I’m not personally ecstatic about this example among Berkshire Hathaway’s recommendations.</p><p>Still, Visa features strong long-term revenue growth and consistent profitability. As well, analysts love it, pegging V a consensus strong buy. Their average price target lands at $284.86, implying over 16% upside potential.</p><h2 id=\"id_3158082946\">Warren Buffett Stock Picks: Coca-Cola (KO)</h2><p>If you know the Oracle of Omaha, you’ll recognize <strong>Coca-Cola</strong> (NYSE: <strong>KO</strong>) as an iconic name among Warren Buffett stock picks. With a famous sweet tooth, Buffett loves snacking on chocolate and Coke. Don’t get me wrong: I think it’s amazing, but I also wonder how he’s so durable. Anyway, I wish him well because Greg Abel’s stock picks just don’t have the same ring to them.</p><p>Let’s get back into it. One of the key advantages of KO is the aforementioned trade-down effect. In this case, rather than buying your caffeine at a trendy (but super-pricey) coffee shop, you can go to your local Kroger and pick up some Coca-Cola products. You get the same buzz at a much lower cost. Therefore, it’s a fundamentally sound example of stocks Buffett believes in (and consumes).</p><p>Financially, at a forward multiple of nearly 23x, KO doesn’t give you great value. However, it’s consistently profitable, a major attribute right now. Also, it’s an analyst-strong buy with an average price target of $71.82, implying nearly 19% growth.</p><h2 id=\"id_406107647\">Chevron (CVX)</h2><p>While everyone loves waxing poetic about the future of mobility belonging to electric vehicles, the hydrocarbon industry may be surprisingly relevant. To me, it’s no shocker that <strong>Chevron</strong> (NYSE: <strong>CVX</strong>) ranks among the Warren Buffett stock picks. Fundamentally, the transition to getting everyone into EVs will be an enormous undertaking. As well, the pivot will require significant upgrades to infrastructure.</p><p>On a strictly financial level, CVX isn’t exactly what you would call undervalued. Presently, shares trade at a trailing multiple of 10.14X and a forward multiple of 12X. However, CVX slipped about 8% since the beginning of this year, which could be undervalued based on outside fundamentals. Essentially, if return-to-office (RTO) trends pick up steam, traffic volume could increase.</p><p>Cynically, that would be great news for CVX. Also, the framework would add to Chevron’s growth trend and profitability margins. Lastly, analysts peg CVX as a consensus moderate buy. Their average price target clocks in at $190.36, implying 19% upside.</p><h2 id=\"id_3312563394\">Warren Buffett Stock Picks: Amazon (AMZN)</h2><p>Another top-tier example of Warren Buffett stock picks that make plenty of sense, <strong>Amazon</strong> (NASDAQ: <strong>AMZN</strong>) is simply too dominant to be ignored. Yes, it’s incredibly controversial to take mom-and-pop stores out to dry, like a vacuum cleaner. Nevertheless, the manner in which it penetrated everyday transactions is unparalleled. Right now, it carries a market capitalization of $1.39 trillion and it could still move higher.</p><p>Essentially, the narrative centers on e-commerce retail sales as a percentage of total sales. Unsurprisingly, this metric hit 16.5% in the second quarter of 2020. Following a gradual slowdown to 14.4% in Q2 2022, this stat is on the bounce back. As of the latest read in Q2 2023, it hit 15.4%. Obviously, Amazon commands much of this activity.</p><p>Now, it’s not a discounted example of Buffett-approved stocks with a trailing earnings multiple of 106.23X. However, it delivers a robust three-year revenue growth rate (per-share basis) of 21.9%, beating out 83% of its peers. As well, analysts peg it as a strong buy with an average price target of $175.63, implying over 30% growth.</p><h2 id=\"id_1125065020\"><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> (SNOW)</h2><p>A cloud-computing-based data services specialist, <strong>Snowflake</strong> (NYSE: <strong>SNOW</strong>) represents an intriguing idea among Warren Buffett stock picks. At a basic level, the inclusion of SNOW confirms that the top Buffett investments don’t just center on a bunch of boring value plays. Rather, the Oracle is attuned to contemporary trends while also keeping an eye on the future.</p><p>Personally, what I find appealing about Snowflake is its implications for cybersecurity. With the company’s data cloud architecture, enterprises have access to unified data, near-unlimited visibility, and powerful analytics. Put another way, Snowflake offers high-fidelity threat detection and a mechanism for swift incident responses.</p><p>Financially, the company is a growth machine, which isn’t a shocker. However, being priced at a forward multiple of 286x, it’s not the cheapest idea out there. Still, Snowflake features a solid balance sheet, particularly a cash-to-debt ratio of 12.64x. Turning to Wall Street, analysts peg SNOW as a consensus strong buy. Their average price target comes in at $195.80, implying nearly 28% upside potential.</p><h2 id=\"id_3552894634\">General Motors (GM)</h2><p>To be clear, <strong>General Motors</strong> (NYSE: <strong>GM</strong>) isn’t everyone’s favorite idea for Warren Buffett stock picks. However, the Oracle also said to never bet against America. Given that GM represents an American automotive icon, I’d say that the inclusion of the brand among Berkshire Hathaway recommendations is true to form.</p><p>Primarily, I like GM because of its ability to convert its iconic car models into electric variants. Better yet, this concept has stormed out of the realm of the theoretical and into reality. For instance, <em>Car and Driver</em> reported that the Corvette will see a fully electric version hit showroom floors in 2024 as a 2025 model.</p><p>In fairness, the move will probably tick off automotive purists. At the same time, it will open a whole new addressable market: essentially, EV customers who are tired of the <strong>Tesla</strong> (NASDAQ: <strong>TSLA</strong>) two-tier design: boring or bizarre. On a final note, analysts peg GM as a consensus moderate buy. Their average price target stands at $50.33, implying over 50% upside potential.</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>The 7 Most Promising Warren Buffett Stocks to Own Now</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\">\nThe 7 Most Promising Warren Buffett Stocks to Own Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-03 11:36 GMT+8 <a href=https://investorplace.com/2023/08/the-7-most-promising-warren-buffett-stocks-to-own-now-stock-picks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The man known as the Oracle of Omaha is 92 years old and about to turn 93, which tells you plenty about Warren Buffett stock picks. He’s been at this investing thing for longer than many of you and ...</p>\n\n<a href=\"https://investorplace.com/2023/08/the-7-most-promising-warren-buffett-stocks-to-own-now-stock-picks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KR":"克罗格","GM":"通用汽车","AMZN":"亚马逊","KO":"可口可乐","CVX":"雪佛龙","V":"Visa","SNOW":"Snowflake"},"source_url":"https://investorplace.com/2023/08/the-7-most-promising-warren-buffett-stocks-to-own-now-stock-picks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363324332","content_text":"The man known as the Oracle of Omaha is 92 years old and about to turn 93, which tells you plenty about Warren Buffett stock picks. He’s been at this investing thing for longer than many of you and your significant other have been alive. Under current troubling market headwinds, you may find no greater comfort than the top Buffett investments.Sure, you can always chase the latest system fad that might work in bull markets but collapse once the bears come a-crawling. And that’s the beauty of Buffett-approved stocks. By assessing the top names within the holdings of the Oracle’s Berkshire Hathaway (NYSE: BRK-B) conglomerate, you can build a portfolio that should weather any storm.Again, Warren Buffett is close to the century mark in lifespan. He knows how to make money in any market. On that note, below are enticing Berkshire Hathaway recommendations that you should put on your watch list.Warren Buffett Stock Picks: Kroger (KR)As a stalwart in the grocery store business, Kroger (NYSE: KR) makes an easy case for Warren Buffett stock picks. Obviously, the company caters to core needs: humans don’t do so well without daily nourishment. Further, because it’s such a critical business, even households hard hit by the post-pandemic economy can’t afford to skimp out on their calories.This framework doesn’t exclusively help Kroger, to be honest. However, the company sits on the lower rungs of the trade-down effect. Should consumer pressures build, people will likely cut their expenditures at pricey restaurants in favor of cooking at home. Naturally, Kroger should benefit as a low-cost provider of the underlying ingredients. Plus, it’s one of the Buffett-approved stocks thanks to its valuation. Right now, shares trade at 10.28X forward earnings, favorably below 85.71% of its peers.Finally, analysts peg KR as a consensus moderate buy. Their average price target comes in at $51.91, implying nearly 12% upside potential.Visa (V)Another strong idea for Warren Buffett stock picks, Visa (NYSE: V) presents an interesting case. If I’m being perfectly straightforward, it may be a controversial idea. On the surface, Americans love their plastic. Per a CNN report, U.S. credit card debt breached the $1 trillion level, a fresh record. If most of this figure stems from keeping up with the Joneses, I have zero problems viewing Visa as one of the top Buffett investments.However, if an acceleration of this stat originates from households needing to make ends meet, that’s more problematic. Basically, if the economy suffers a recession, Visa may be on the hook for a rising bad debt count. So, I’m not personally ecstatic about this example among Berkshire Hathaway’s recommendations.Still, Visa features strong long-term revenue growth and consistent profitability. As well, analysts love it, pegging V a consensus strong buy. Their average price target lands at $284.86, implying over 16% upside potential.Warren Buffett Stock Picks: Coca-Cola (KO)If you know the Oracle of Omaha, you’ll recognize Coca-Cola (NYSE: KO) as an iconic name among Warren Buffett stock picks. With a famous sweet tooth, Buffett loves snacking on chocolate and Coke. Don’t get me wrong: I think it’s amazing, but I also wonder how he’s so durable. Anyway, I wish him well because Greg Abel’s stock picks just don’t have the same ring to them.Let’s get back into it. One of the key advantages of KO is the aforementioned trade-down effect. In this case, rather than buying your caffeine at a trendy (but super-pricey) coffee shop, you can go to your local Kroger and pick up some Coca-Cola products. You get the same buzz at a much lower cost. Therefore, it’s a fundamentally sound example of stocks Buffett believes in (and consumes).Financially, at a forward multiple of nearly 23x, KO doesn’t give you great value. However, it’s consistently profitable, a major attribute right now. Also, it’s an analyst-strong buy with an average price target of $71.82, implying nearly 19% growth.Chevron (CVX)While everyone loves waxing poetic about the future of mobility belonging to electric vehicles, the hydrocarbon industry may be surprisingly relevant. To me, it’s no shocker that Chevron (NYSE: CVX) ranks among the Warren Buffett stock picks. Fundamentally, the transition to getting everyone into EVs will be an enormous undertaking. As well, the pivot will require significant upgrades to infrastructure.On a strictly financial level, CVX isn’t exactly what you would call undervalued. Presently, shares trade at a trailing multiple of 10.14X and a forward multiple of 12X. However, CVX slipped about 8% since the beginning of this year, which could be undervalued based on outside fundamentals. Essentially, if return-to-office (RTO) trends pick up steam, traffic volume could increase.Cynically, that would be great news for CVX. Also, the framework would add to Chevron’s growth trend and profitability margins. Lastly, analysts peg CVX as a consensus moderate buy. Their average price target clocks in at $190.36, implying 19% upside.Warren Buffett Stock Picks: Amazon (AMZN)Another top-tier example of Warren Buffett stock picks that make plenty of sense, Amazon (NASDAQ: AMZN) is simply too dominant to be ignored. Yes, it’s incredibly controversial to take mom-and-pop stores out to dry, like a vacuum cleaner. Nevertheless, the manner in which it penetrated everyday transactions is unparalleled. Right now, it carries a market capitalization of $1.39 trillion and it could still move higher.Essentially, the narrative centers on e-commerce retail sales as a percentage of total sales. Unsurprisingly, this metric hit 16.5% in the second quarter of 2020. Following a gradual slowdown to 14.4% in Q2 2022, this stat is on the bounce back. As of the latest read in Q2 2023, it hit 15.4%. Obviously, Amazon commands much of this activity.Now, it’s not a discounted example of Buffett-approved stocks with a trailing earnings multiple of 106.23X. However, it delivers a robust three-year revenue growth rate (per-share basis) of 21.9%, beating out 83% of its peers. As well, analysts peg it as a strong buy with an average price target of $175.63, implying over 30% growth.Snowflake (SNOW)A cloud-computing-based data services specialist, Snowflake (NYSE: SNOW) represents an intriguing idea among Warren Buffett stock picks. At a basic level, the inclusion of SNOW confirms that the top Buffett investments don’t just center on a bunch of boring value plays. Rather, the Oracle is attuned to contemporary trends while also keeping an eye on the future.Personally, what I find appealing about Snowflake is its implications for cybersecurity. With the company’s data cloud architecture, enterprises have access to unified data, near-unlimited visibility, and powerful analytics. Put another way, Snowflake offers high-fidelity threat detection and a mechanism for swift incident responses.Financially, the company is a growth machine, which isn’t a shocker. However, being priced at a forward multiple of 286x, it’s not the cheapest idea out there. Still, Snowflake features a solid balance sheet, particularly a cash-to-debt ratio of 12.64x. Turning to Wall Street, analysts peg SNOW as a consensus strong buy. Their average price target comes in at $195.80, implying nearly 28% upside potential.General Motors (GM)To be clear, General Motors (NYSE: GM) isn’t everyone’s favorite idea for Warren Buffett stock picks. However, the Oracle also said to never bet against America. Given that GM represents an American automotive icon, I’d say that the inclusion of the brand among Berkshire Hathaway recommendations is true to form.Primarily, I like GM because of its ability to convert its iconic car models into electric variants. Better yet, this concept has stormed out of the realm of the theoretical and into reality. For instance, Car and Driver reported that the Corvette will see a fully electric version hit showroom floors in 2024 as a 2025 model.In fairness, the move will probably tick off automotive purists. At the same time, it will open a whole new addressable market: essentially, EV customers who are tired of the Tesla (NASDAQ: TSLA) two-tier design: boring or bizarre. On a final note, analysts peg GM as a consensus moderate buy. Their average price target stands at $50.33, implying over 50% upside potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942016499,"gmtCreate":1681083207711,"gmtModify":1681083213131,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"good point👇","listText":"good point👇","text":"good point👇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942016499","repostId":"1133928174","repostType":2,"repost":{"id":"1133928174","kind":"news","pubTimestamp":1681082410,"share":"https://ttm.financial/m/news/1133928174?lang=&edition=fundamental","pubTime":"2023-04-10 07:20","market":"us","language":"en","title":"Walmart Makes a Surprise Move Amazon Can't Copy","url":"https://stock-news.laohu8.com/highlight/detail?id=1133928174","media":"The Street","summary":"Walmart (WMT) is Amazon’s (AMZN) biggest rival and competitor. Both retail giants are always tryin","content":"<html><head></head><body><p>Walmart (<strong><u>WMT</u></strong>) is Amazon’s (<strong><u>AMZN</u></strong>) biggest rival and competitor. Both retail giants are always trying to one up the other and that is driving force behind much of the advances both retailers continue to offer. Both Walmart and <u>Amazon</u> offer a way for shoppers to use pictures and artificial intelligence to find a product to purchase. Amazon used the StyleSnap and Walmart uses TrendGetter. Both apps are geared toward making shopping the latest fashion trends quick and easy.</p><p>Both Walmart and <u>Amazon</u> offer fast delivery and pick up services. Walmart has held on to the title of faster pick up service with its nearly 5,000 locations across the country. Amazon has quick turnaround on delivery, but it can vary depending on where the product is coming from and if it is stocked in the nearest warehouse. Amazon has dreamed of making drone deliveries and it still testing this new service out.</p><p style=\"text-align: start;\">Walmart recently launched a new feature, Text to Shop. Convenient shopping lets Android and Apple smart phone users just text what it needed on the grocery list, put it in the cart, and place the order for delivery or pick up. Amazon allows Alexa to be able to help create and track a shopping list, but it isn’t putting items in shoppers' carts and making the purchase yet.</p><h2 style=\"text-align: start;\">Walmart Makes Futuristic Expansion Promise</h2><p style=\"text-align: start;\">Walmart is expanding its services to install new electric vehicle fast-charging stations at both Sam’s Club and <u>Walmart</u> locations nationwide.</p><p style=\"text-align: start;\">“With a store or club located within 10 miles of approximately 90% of Americans, we (Walmart & Sam’s Club) are uniquely positioned to deliver a convenient charging option that will help make EV ownership possible whether people live in rural, suburban or urban areas,” said, Walmart’s Senior Vice President and Energy Transformation, Vishal Kapadia. Kapadia continued, “Our goal is to meet the needs of customers and members where they live and open the road to those driving across the country. Easy access to on-the-go charging is a game-changer for drivers who have been hesitant to purchase an EV for concerns they won’t be able to find a charger in a clean, bright and safe location when needed.”</p><p style=\"text-align: start;\">Walmart believes that’s this is an investment in the future of electric vehicles, according to Kapadia. Being able to drive your EV to any Walmart or Sam’s Club across the nation allows families to make Walmart and Sam’s Club a one-stop shop for everyone needing to buy groceries, charge an EV or to grab a bite to eat all in one trip. </p><p style=\"text-align: start;\">Walmart believes that as more and more consumers make the switch to EVs, having an already expanded EV charging capacity nationwide will be a big win. </p><h2 style=\"text-align: start;\">Walmart Makes its Claim Against Amazon</h2><p style=\"text-align: start;\">Amazon cannot yet match Walmart’s new commitment to have an EV charger within 10 miles of 90% of the population.</p><p style=\"text-align: start;\">The EV commitment by Walmart may be futile while the current average price of an EV was just over $60,000, according to the<u> New York Times</u>. While the average household income for a Walmart shopper is $80,000 annually, according to <u>Business Insider</u>, the income isn't quite there for the average Walmart shopper to be able to afford an EV, but the price is coming down compared to other vehicles. </p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Walmart Makes a Surprise Move Amazon Can't Copy</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\">\nWalmart Makes a Surprise Move Amazon Can't Copy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 07:20 GMT+8 <a href=https://www.thestreet.com/retailers/walmart-plans-to-install-ev-chargers-at-its-stores><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walmart (WMT) is Amazon’s (AMZN) biggest rival and competitor. Both retail giants are always trying to one up the other and that is driving force behind much of the advances both retailers continue ...</p>\n\n<a href=\"https://www.thestreet.com/retailers/walmart-plans-to-install-ev-chargers-at-its-stores\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/retailers/walmart-plans-to-install-ev-chargers-at-its-stores","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133928174","content_text":"Walmart (WMT) is Amazon’s (AMZN) biggest rival and competitor. Both retail giants are always trying to one up the other and that is driving force behind much of the advances both retailers continue to offer. Both Walmart and Amazon offer a way for shoppers to use pictures and artificial intelligence to find a product to purchase. Amazon used the StyleSnap and Walmart uses TrendGetter. Both apps are geared toward making shopping the latest fashion trends quick and easy.Both Walmart and Amazon offer fast delivery and pick up services. Walmart has held on to the title of faster pick up service with its nearly 5,000 locations across the country. Amazon has quick turnaround on delivery, but it can vary depending on where the product is coming from and if it is stocked in the nearest warehouse. Amazon has dreamed of making drone deliveries and it still testing this new service out.Walmart recently launched a new feature, Text to Shop. Convenient shopping lets Android and Apple smart phone users just text what it needed on the grocery list, put it in the cart, and place the order for delivery or pick up. Amazon allows Alexa to be able to help create and track a shopping list, but it isn’t putting items in shoppers' carts and making the purchase yet.Walmart Makes Futuristic Expansion PromiseWalmart is expanding its services to install new electric vehicle fast-charging stations at both Sam’s Club and Walmart locations nationwide.“With a store or club located within 10 miles of approximately 90% of Americans, we (Walmart & Sam’s Club) are uniquely positioned to deliver a convenient charging option that will help make EV ownership possible whether people live in rural, suburban or urban areas,” said, Walmart’s Senior Vice President and Energy Transformation, Vishal Kapadia. Kapadia continued, “Our goal is to meet the needs of customers and members where they live and open the road to those driving across the country. Easy access to on-the-go charging is a game-changer for drivers who have been hesitant to purchase an EV for concerns they won’t be able to find a charger in a clean, bright and safe location when needed.”Walmart believes that’s this is an investment in the future of electric vehicles, according to Kapadia. Being able to drive your EV to any Walmart or Sam’s Club across the nation allows families to make Walmart and Sam’s Club a one-stop shop for everyone needing to buy groceries, charge an EV or to grab a bite to eat all in one trip. Walmart believes that as more and more consumers make the switch to EVs, having an already expanded EV charging capacity nationwide will be a big win. Walmart Makes its Claim Against AmazonAmazon cannot yet match Walmart’s new commitment to have an EV charger within 10 miles of 90% of the population.The EV commitment by Walmart may be futile while the current average price of an EV was just over $60,000, according to the New York Times. While the average household income for a Walmart shopper is $80,000 annually, according to Business Insider, the income isn't quite there for the average Walmart shopper to be able to afford an EV, but the price is coming down compared to other vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946367943,"gmtCreate":1680868232883,"gmtModify":1680868322425,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"when will this go to the moon . i am already buckled up with this baby... ","listText":"when will this go to the moon . i am already buckled up with this baby... ","text":"when will this go to the moon . i am already buckled up with this baby...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946367943","repostId":"2325663335","repostType":2,"repost":{"id":"2325663335","kind":"highlight","pubTimestamp":1680865370,"share":"https://ttm.financial/m/news/2325663335?lang=&edition=fundamental","pubTime":"2023-04-07 19:02","market":"us","language":"en","title":"If AI Thrives, Palantir Stock Will, Too","url":"https://stock-news.laohu8.com/highlight/detail?id=2325663335","media":"Motley Fool","summary":"Mastering AI is critical to Palantir's success.","content":"<html><head></head><body><p><strong>Palantir Technologies</strong> continues to attract increasing interest for its analytical capabilities, and much of that interest appears to revolve around AI and machine learning (ML). In CEO Alex Karp's 2023 annual letter to shareholders, he credited the rising prominence of artificial intelligence with boosting interest in Palantir.</p><p>The question for investors is how that could translate to growth in the software-as-a-service (SaaS) stock. Fortunately for shareholders, the company's AI capabilities could serve as the catalyst Palantir needs to reverse the stock losses sustained over the last two years.</p><h2>Palantir and artificial intelligence</h2><p>Investors know Palantir best for its defense-oriented Gotham platform. This platform, which uses AI to deliver analytical insights, played a role in helping the CIA find Osama bin Laden.</p><p>However, Gotham's addressable market of potential clients is tiny. Thus, the company created Foundry to apply its analytical capabilities to the commercial sector.</p><p>Foundry has proven popular. Despite a cost of $1 million per month to subscribe to Foundry, its U.S. commercial customer count grew by 79% in 2022, a strong indication that the company can succeed in this sector.</p><p>Gotham and Foundry depend on the same AI-based technology. AI helps Palantir manage data over time, meaning it can also apply models to downstream operations, creating end-to-end models. Additionally, with the ML tools added, it can improve models continuously based on decisions and feedback. This approach secures an organization's data foundation, connects micro models that can each solve one part of a larger problem, and integrates the data and solutions to achieve a specific objective.</p><h2>Palantir's financials</h2><p>Given Palantir's financials, AI appears to have contributed to the company achieving investor objectives. Its $1.9 billion in revenue for 2022 marked a 23% rise compared with the prior year. Also, slower growth in the cost of revenue and its operating expenses allowed it to reduce the net loss to $371 million versus $520 million the year before.</p><p>From a quarterly standpoint, Palantir achieved profitability in the fourth quarter with a net income of $33 million. Admittedly, a $45 million gain in investments made that profit possible. But operating losses in Q4 2022 fell to $17 million, down from $161 million in the fourth quarter of 2021. For this reason, the company can probably meet its goal of achieving an operations-driven profit if it maintains a growth trajectory.</p><p>Moreover, Palantir stock appears poised for higher gains. It has risen approximately 40% since briefly falling below the $6 per-share price level in December. Also, it sells for a price-to-sales (P/S) ratio of around 9. That is just above its record lows and well below the highs of early 2021 when its P/S ratio peaked at 46.</p><h2>Consider Palantir</h2><p>Given the upward trend in the stock and the low valuation, investors could continue to bid Palantir stock higher. Thanks to its AI and ML capabilities, an increasing numbers of customers willingly pay a premium price to benefit from Palantir's analytical capacity.</p><p>Furthermore, Palantir has now delivered positive quarterly net income, and revenue and cost trends indicate it could post a yearly profit as early as this year. That serves as a bonus as investors seek to profit from the increased interest in AI, and it positions Palantir stock for a run that could bring outsized returns as profits and AI interest grow.</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>If AI Thrives, Palantir Stock Will, Too</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\">\nIf AI Thrives, Palantir Stock Will, Too\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 19:02 GMT+8 <a href=https://www.fool.com/investing/2023/04/07/if-ai-thrives-palantir-stock-will-too/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies continues to attract increasing interest for its analytical capabilities, and much of that interest appears to revolve around AI and machine learning (ML). In CEO Alex Karp's ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/07/if-ai-thrives-palantir-stock-will-too/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2023/04/07/if-ai-thrives-palantir-stock-will-too/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325663335","content_text":"Palantir Technologies continues to attract increasing interest for its analytical capabilities, and much of that interest appears to revolve around AI and machine learning (ML). In CEO Alex Karp's 2023 annual letter to shareholders, he credited the rising prominence of artificial intelligence with boosting interest in Palantir.The question for investors is how that could translate to growth in the software-as-a-service (SaaS) stock. Fortunately for shareholders, the company's AI capabilities could serve as the catalyst Palantir needs to reverse the stock losses sustained over the last two years.Palantir and artificial intelligenceInvestors know Palantir best for its defense-oriented Gotham platform. This platform, which uses AI to deliver analytical insights, played a role in helping the CIA find Osama bin Laden.However, Gotham's addressable market of potential clients is tiny. Thus, the company created Foundry to apply its analytical capabilities to the commercial sector.Foundry has proven popular. Despite a cost of $1 million per month to subscribe to Foundry, its U.S. commercial customer count grew by 79% in 2022, a strong indication that the company can succeed in this sector.Gotham and Foundry depend on the same AI-based technology. AI helps Palantir manage data over time, meaning it can also apply models to downstream operations, creating end-to-end models. Additionally, with the ML tools added, it can improve models continuously based on decisions and feedback. This approach secures an organization's data foundation, connects micro models that can each solve one part of a larger problem, and integrates the data and solutions to achieve a specific objective.Palantir's financialsGiven Palantir's financials, AI appears to have contributed to the company achieving investor objectives. Its $1.9 billion in revenue for 2022 marked a 23% rise compared with the prior year. Also, slower growth in the cost of revenue and its operating expenses allowed it to reduce the net loss to $371 million versus $520 million the year before.From a quarterly standpoint, Palantir achieved profitability in the fourth quarter with a net income of $33 million. Admittedly, a $45 million gain in investments made that profit possible. But operating losses in Q4 2022 fell to $17 million, down from $161 million in the fourth quarter of 2021. For this reason, the company can probably meet its goal of achieving an operations-driven profit if it maintains a growth trajectory.Moreover, Palantir stock appears poised for higher gains. It has risen approximately 40% since briefly falling below the $6 per-share price level in December. Also, it sells for a price-to-sales (P/S) ratio of around 9. That is just above its record lows and well below the highs of early 2021 when its P/S ratio peaked at 46.Consider PalantirGiven the upward trend in the stock and the low valuation, investors could continue to bid Palantir stock higher. Thanks to its AI and ML capabilities, an increasing numbers of customers willingly pay a premium price to benefit from Palantir's analytical capacity.Furthermore, Palantir has now delivered positive quarterly net income, and revenue and cost trends indicate it could post a yearly profit as early as this year. That serves as a bonus as investors seek to profit from the increased interest in AI, and it positions Palantir stock for a run that could bring outsized returns as profits and AI interest grow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949366859,"gmtCreate":1678372237371,"gmtModify":1678372241985,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"good move","listText":"good move","text":"good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949366859","repostId":"1179669478","repostType":2,"repost":{"id":"1179669478","kind":"news","pubTimestamp":1678369541,"share":"https://ttm.financial/m/news/1179669478?lang=&edition=fundamental","pubTime":"2023-03-09 21:45","market":"us","language":"en","title":"Cathie Wood Bolsters Her Position in Elon Musk’s Tesla By Buying Nearly 70K Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1179669478","media":"Seeking Alpha","summary":"Cathie Wood's Ark Invest added nearly 70K shares of Elon Musk's Tesla (TSLA) to the firm's holdings,","content":"<html><head></head><body><p>Cathie Wood's Ark Invest added nearly 70K shares of Elon Musk's Tesla (TSLA) to the firm's holdings, buying the stock for two of its innovation-focused exchange traded funds.</p><p>In total, Wood and her team added 69,329 shares of the EV maker on Tuesday. The purchases were made by the Ark Innovation ETF (NYSEARCA: ARKK) and the ARK Next Generation Internet ETF (NYSEARCA: ARKW). ARKK added 51,960 shares, while ARKW purchased 17,369 shares.</p><p>ARKK now holds $726.5M in the market value of TSLA while ARKW holds $81.85M. Additionally, ARKK has Tesla listed as the fund’s heaviest weighted position at 9.96%. At the same time, ARKW lists Tesla as its fourth most significant position with a 6.57% weighting.</p><p>Year-to-date price action: TSLA+68.3%, ARKK+27.7%, and ARKW+34.9%.</p><p>Wood’s ARKK which has the largest stake in TSLA compared to any other of her actively managed funds has a strong correlation to the price movements of the electric car manufacturer. See below a one-year chart of the two instruments side-by-side.</p><p><img src=\"https://static.tigerbbs.com/7e3bf82b6337eee33bb6c068ce7eb797\" tg-width=\"1280\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/></p><p>In other news, US safety regulators have opened an investigation into an issue with Tesla’s (TSLA) Model Y SUV wherein thesteering wheel can become detached.</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>Cathie Wood Bolsters Her Position in Elon Musk’s Tesla By Buying Nearly 70K Shares</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\">\nCathie Wood Bolsters Her Position in Elon Musk’s Tesla By Buying Nearly 70K Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 21:45 GMT+8 <a href=https://seekingalpha.com/news/3945910-cathie-wood-bolsters-her-position-in-elon-musks-tesla-with-nearly-70k><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's Ark Invest added nearly 70K shares of Elon Musk's Tesla (TSLA) to the firm's holdings, buying the stock for two of its innovation-focused exchange traded funds.In total, Wood and her ...</p>\n\n<a href=\"https://seekingalpha.com/news/3945910-cathie-wood-bolsters-her-position-in-elon-musks-tesla-with-nearly-70k\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ARKW":"ARK Next Generation Internation ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/news/3945910-cathie-wood-bolsters-her-position-in-elon-musks-tesla-with-nearly-70k","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179669478","content_text":"Cathie Wood's Ark Invest added nearly 70K shares of Elon Musk's Tesla (TSLA) to the firm's holdings, buying the stock for two of its innovation-focused exchange traded funds.In total, Wood and her team added 69,329 shares of the EV maker on Tuesday. The purchases were made by the Ark Innovation ETF (NYSEARCA: ARKK) and the ARK Next Generation Internet ETF (NYSEARCA: ARKW). ARKK added 51,960 shares, while ARKW purchased 17,369 shares.ARKK now holds $726.5M in the market value of TSLA while ARKW holds $81.85M. Additionally, ARKK has Tesla listed as the fund’s heaviest weighted position at 9.96%. At the same time, ARKW lists Tesla as its fourth most significant position with a 6.57% weighting.Year-to-date price action: TSLA+68.3%, ARKK+27.7%, and ARKW+34.9%.Wood’s ARKK which has the largest stake in TSLA compared to any other of her actively managed funds has a strong correlation to the price movements of the electric car manufacturer. See below a one-year chart of the two instruments side-by-side.In other news, US safety regulators have opened an investigation into an issue with Tesla’s (TSLA) Model Y SUV wherein thesteering wheel can become detached.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":225549446811712,"gmtCreate":1696146481955,"gmtModify":1696146486459,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"Chpt can!","listText":"Chpt can!","text":"Chpt can!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/225549446811712","repostId":"2372046993","repostType":2,"repost":{"id":"2372046993","kind":"highlight","pubTimestamp":1696129744,"share":"https://ttm.financial/m/news/2372046993?lang=&edition=fundamental","pubTime":"2023-10-01 11:09","market":"us","language":"en","title":"7 Stocks Analysts Predict Have 100% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2372046993","media":"InvestorPlace","summary":"While you always need to conduct your own due diligence, these analyst-backed stocks with upside potential could double in value.","content":"<html><head></head><body><p>Although no one investment resource represents the end-all, be-all of the guidance spectrum, analyst-backed stocks with upside can be lucrative. In this case, we’re not talking about conservative targets of 8% growth a year. No, we’re dialing up the risk-reward factor to 100% (or greater) return potential.</p><p>Yes, even analyst predictions can get a little spicey at times. To be sure, a lot of these suits would prefer talking about blue chips and their established and predictable businesses. But if you really want to make a name for yourself – think Michael Burry and the housing market crash – you got to issue some bold bets.</p><p>Of course, just because an expert likes a particular company doesn’t mean you should ignore common sense. Perform your due diligence but also keep an eye out for these compelling stocks with upside potential.</p><h2 id=\"id_102373196\">NerdWallet (NRDS)</h2><p>A personal finance company, <strong>NerdWallet</strong> (NASDAQ: <strong>NRDS</strong>) seems awfully intriguing at this hour. For full disclosure, shares slipped more than 9% so it’s not exactly the most encouraging enterprise. However, the financial guidance angle offers much relevance because of the current state of affairs. With Americans collectively carrying over $1 trillion in credit card debt, many households can use some money management strategies.</p><p>On a financial note, NerdWallet brings some attractive financial metrics to the table. For example, the company’s three-year revenue growth rate comes in at 23.8%, ranked better than 73.93% of enterprises in the interactive media industry. Even with this outsized performance, NRDS trades at only 1.11X trailing-year revenue, below the sector median of 2.1x. Also, it’s worth pointing out that NerdWallet carries zero debt on its books. As a result, it features a strong Altman Z-Score of 10.59, indicating financial stability.</p><p>Finally, analysts rate NRDS a strong buy with a $17.20 price target, implying 97% growth over the next 12 months. Thus, it’s one of the top analyst predictions.</p><h2 id=\"id_2834851396\">JD.com (JD)</h2><p>An e-commerce giant, <strong>JD.com</strong> (NASDAQ: <strong>JD</strong>) is one of the powerhouse enterprises in China. Ordinarily, that would be a positive attribute. Unfortunately, the nation’s economy is slowing. Moreover, experts project lower growth in 2030 and 2050, which set off some alarm bells. Based on this context, it’s perhaps unsurprising that JD fell more than 50% since the start of the year.</p><p>Nevertheless, for the contrarian investor, JD could be intriguing. First, shares trade at a forward earnings multiple of 8.69x, lower than 78% of its retail peers. To be fair, if JD fails to recover, this “cheap” multiple could later represent a value trap. At the same time, the company’s three-year revenue growth rate stands at 19.4%, above 82% of sector rivals. Also, shares trade at 0.3X sales, which may be undervalued enough to entice some gamblers.</p><p>Notably, analysts are willing to take that bet as one of the stocks with an upside, pegging JD as a consensus strong buy. Also, the average price target comes in at $57.21, implying over 100% returns.</p><h2 id=\"id_3935123591\">Nuvei (NVEI)</h2><p>Based in Montreal, Canada, <strong>Nuvei</strong> (NASDAQ: <strong>NVEI</strong>) is a payment processor. Per its public profile, the company provides businesses with pay-in and payout options, including card issuing, banking, risk and fraud management services. Further, Nuvei enables said business clients to accept more than 570 alternative payment methods. Given the rapid pace of digitalization, NVEI seems pertinent.</p><p>It may well be. However, the market has other ideas. Since the January opener, NVEI fell nearly 42%. In the trailing one-year period, shares slipped almost 46%. Even worse, investment data aggregator Gurufocus warned its readers that Nuvei could be a possible value trap. Therefore, prospective buyers need to apply caution with NVEI’s forward multiple of 7.13x. Still, what’s intriguing here is that during the past three years, Nuvei posted revenue and EBITDA growth of 45.7% and 75.4%, respectively. Both stats rank well above their respective industry averages.</p><p>Lastly, analysts peg NVEI as a strong buy with a $31.25 target, implying 110% growth. Thus, it’s one of the stocks with upside potential.</p><h2 id=\"id_990015218\">Planet Labs (PL)</h2><p>Although risky, space economy participant <strong>Planet Labs</strong> (NYSE: <strong>PL</strong>) easily ranks among the analyst-backed stocks with upside. Specializing in miniature satellites, the company primarily offers Earth imaging services. Now, that might sound boring as heck. However, it’s been involved in much spicier affairs, such as the tracking of illicit oil entering North Korea.</p><p>Even with the proven relevance, the market isn’t having any of it. Since the January opener, PL lost more than 42% of its equity value. In the past 365 days, shares surrendered more than 52%, undoubtedly frustrating stakeholders. Still, patience may be a virtue.</p><p>I’m not going to sit here and say that Planet Labs offers sterling financials. Obviously, its deeply negative operating and net margins contradict such a notion. However, the company has a solid balance sheet, particularly a cash-to-debt ratio of 13.93x. That’s ranked better than 81.79% of its peers. And among analyst predictions, PL scores a unanimous strong buy view. The price target clocks in at $5.48, implying almost 112% upside.</p><h2 id=\"id_4167372882\">ChargePoint (CHPT)</h2><p>Both a compelling and astonishingly agonizing idea among expert-backed stocks with upside, <strong>ChargePoint</strong> (NYSE: <strong>CHPT</strong>) provides charging solutions for electric vehicles. On paper, ChargePoint addresses the chicken-and-egg dilemma of the EV rollout. In order to build more EVs, public infrastructure must be adequate. But to justify the development of infrastructure requires more EVs to be built.</p><p>During the first (complete) year of the COVID-19 crisis, CHPT skyrocketed due to the logically bullish implications. However, these days, investors are less impressed. Since the January opener, CHPT slipped more than 45%. In the past 365 days, it collapsed to the tune of almost 67%.</p><p>More people now question the justification for why CHPT ranks among the stocks with upside, especially with the negative margins. Still, the top line remains robust, which could be ChargePoint’s saving grace. Turning to analyst predictions, Wall Street’s finest rate CHPT as a consensus strong buy. Also, the price target lands at $10.98, implying over 120% upside potential.</p><h2 id=\"id_716507603\"><a href=\"https://laohu8.com/S/PRTS\">CarParts</a>.com (PRTS)</h2><p>At first glance, <strong>CarParts.com</strong> (NASDAQ: <strong>PRTS</strong>) doesn’t appear a logical play for stocks with upside. However, the red ink printed on the charts needs clarification. Yes, since the January opener, PRTS has given up nearly 35% of its equity value, which doesn’t lend itself to encouragement. However, since June 9, PRTS actually gained just under 6%.</p><p>No, this return isn’t anything to write home about. However, it may suggest a pivot in the narrative. With inflation still imposing a stubborn headwind against consumer sentiment, people are less likely to buy new replacement vehicles. With these same households incentivized to keep their rides running for as long as possible, CarParts.com may see rising demand. Also, the financials – while challenging – aren’t all that bad. For example, its three-year revenue growth rate comes in at 15.9%, above 77.58% of rivals. Nevertheless, PRTS also trades at 0.33x trailing-year sales.</p><p>Regarding analyst predictions, PRTS is another unanimous strong buy. The average price target of $9.83 implies nearly 141% growth potential.</p><h2 id=\"id_1844007294\">Silvercorp Metals (SVM)</h2><p>Headquartered in Vancouver, British Columbia, Canada, <strong>Silvercorp Metals</strong> (NYSEAMERICAN: <strong>SVM</strong>) puts its crosshairs on the China-focused precious metals market. Engaged in the acquisition, exploration, and development of silver-containing properties, Silvercorp is China’s largest primary silver producer. Of course, because of the hawkish monetary policy, the relative strength of the dollar has hurt SVM.</p><p>Since the start of the year, shares stumbled more than 21%. In the past one-year period, the positive return has now withered to just under 6%. However, given China’s industrial and economic ambitions, Silvercorp could be interesting. After all, silver represents an excellent conductor of electricity. Thus, rising EV production should translate to higher silver prices. In all fairness, Silvercorp has decent financials though few stats that pop out. The one that does is its operating margin of 26%, beating out 86.59% of its rivals.</p><p>Lastly, analysts peg SVM as a unanimous strong buy with a $5.92 price target, implying nearly 151% growth potential.</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>7 Stocks Analysts Predict Have 100% Upside</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\">\n7 Stocks Analysts Predict Have 100% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-01 11:09 GMT+8 <a href=https://investorplace.com/2023/09/7-stocks-analysts-predict-have-100-upside/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Although no one investment resource represents the end-all, be-all of the guidance spectrum, analyst-backed stocks with upside can be lucrative. In this case, we’re not talking about conservative ...</p>\n\n<a href=\"https://investorplace.com/2023/09/7-stocks-analysts-predict-have-100-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PRTS":"CarParts","PL":"Planet Labs Pbc","CHPT":"ChargePoint Holdings Inc.","SVM":"希尔威","JD":"京东","NVEI":"Nuvei Corp","NRDS":"NerdWallet"},"source_url":"https://investorplace.com/2023/09/7-stocks-analysts-predict-have-100-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2372046993","content_text":"Although no one investment resource represents the end-all, be-all of the guidance spectrum, analyst-backed stocks with upside can be lucrative. In this case, we’re not talking about conservative targets of 8% growth a year. No, we’re dialing up the risk-reward factor to 100% (or greater) return potential.Yes, even analyst predictions can get a little spicey at times. To be sure, a lot of these suits would prefer talking about blue chips and their established and predictable businesses. But if you really want to make a name for yourself – think Michael Burry and the housing market crash – you got to issue some bold bets.Of course, just because an expert likes a particular company doesn’t mean you should ignore common sense. Perform your due diligence but also keep an eye out for these compelling stocks with upside potential.NerdWallet (NRDS)A personal finance company, NerdWallet (NASDAQ: NRDS) seems awfully intriguing at this hour. For full disclosure, shares slipped more than 9% so it’s not exactly the most encouraging enterprise. However, the financial guidance angle offers much relevance because of the current state of affairs. With Americans collectively carrying over $1 trillion in credit card debt, many households can use some money management strategies.On a financial note, NerdWallet brings some attractive financial metrics to the table. For example, the company’s three-year revenue growth rate comes in at 23.8%, ranked better than 73.93% of enterprises in the interactive media industry. Even with this outsized performance, NRDS trades at only 1.11X trailing-year revenue, below the sector median of 2.1x. Also, it’s worth pointing out that NerdWallet carries zero debt on its books. As a result, it features a strong Altman Z-Score of 10.59, indicating financial stability.Finally, analysts rate NRDS a strong buy with a $17.20 price target, implying 97% growth over the next 12 months. Thus, it’s one of the top analyst predictions.JD.com (JD)An e-commerce giant, JD.com (NASDAQ: JD) is one of the powerhouse enterprises in China. Ordinarily, that would be a positive attribute. Unfortunately, the nation’s economy is slowing. Moreover, experts project lower growth in 2030 and 2050, which set off some alarm bells. Based on this context, it’s perhaps unsurprising that JD fell more than 50% since the start of the year.Nevertheless, for the contrarian investor, JD could be intriguing. First, shares trade at a forward earnings multiple of 8.69x, lower than 78% of its retail peers. To be fair, if JD fails to recover, this “cheap” multiple could later represent a value trap. At the same time, the company’s three-year revenue growth rate stands at 19.4%, above 82% of sector rivals. Also, shares trade at 0.3X sales, which may be undervalued enough to entice some gamblers.Notably, analysts are willing to take that bet as one of the stocks with an upside, pegging JD as a consensus strong buy. Also, the average price target comes in at $57.21, implying over 100% returns.Nuvei (NVEI)Based in Montreal, Canada, Nuvei (NASDAQ: NVEI) is a payment processor. Per its public profile, the company provides businesses with pay-in and payout options, including card issuing, banking, risk and fraud management services. Further, Nuvei enables said business clients to accept more than 570 alternative payment methods. Given the rapid pace of digitalization, NVEI seems pertinent.It may well be. However, the market has other ideas. Since the January opener, NVEI fell nearly 42%. In the trailing one-year period, shares slipped almost 46%. Even worse, investment data aggregator Gurufocus warned its readers that Nuvei could be a possible value trap. Therefore, prospective buyers need to apply caution with NVEI’s forward multiple of 7.13x. Still, what’s intriguing here is that during the past three years, Nuvei posted revenue and EBITDA growth of 45.7% and 75.4%, respectively. Both stats rank well above their respective industry averages.Lastly, analysts peg NVEI as a strong buy with a $31.25 target, implying 110% growth. Thus, it’s one of the stocks with upside potential.Planet Labs (PL)Although risky, space economy participant Planet Labs (NYSE: PL) easily ranks among the analyst-backed stocks with upside. Specializing in miniature satellites, the company primarily offers Earth imaging services. Now, that might sound boring as heck. However, it’s been involved in much spicier affairs, such as the tracking of illicit oil entering North Korea.Even with the proven relevance, the market isn’t having any of it. Since the January opener, PL lost more than 42% of its equity value. In the past 365 days, shares surrendered more than 52%, undoubtedly frustrating stakeholders. Still, patience may be a virtue.I’m not going to sit here and say that Planet Labs offers sterling financials. Obviously, its deeply negative operating and net margins contradict such a notion. However, the company has a solid balance sheet, particularly a cash-to-debt ratio of 13.93x. That’s ranked better than 81.79% of its peers. And among analyst predictions, PL scores a unanimous strong buy view. The price target clocks in at $5.48, implying almost 112% upside.ChargePoint (CHPT)Both a compelling and astonishingly agonizing idea among expert-backed stocks with upside, ChargePoint (NYSE: CHPT) provides charging solutions for electric vehicles. On paper, ChargePoint addresses the chicken-and-egg dilemma of the EV rollout. In order to build more EVs, public infrastructure must be adequate. But to justify the development of infrastructure requires more EVs to be built.During the first (complete) year of the COVID-19 crisis, CHPT skyrocketed due to the logically bullish implications. However, these days, investors are less impressed. Since the January opener, CHPT slipped more than 45%. In the past 365 days, it collapsed to the tune of almost 67%.More people now question the justification for why CHPT ranks among the stocks with upside, especially with the negative margins. Still, the top line remains robust, which could be ChargePoint’s saving grace. Turning to analyst predictions, Wall Street’s finest rate CHPT as a consensus strong buy. Also, the price target lands at $10.98, implying over 120% upside potential.CarParts.com (PRTS)At first glance, CarParts.com (NASDAQ: PRTS) doesn’t appear a logical play for stocks with upside. However, the red ink printed on the charts needs clarification. Yes, since the January opener, PRTS has given up nearly 35% of its equity value, which doesn’t lend itself to encouragement. However, since June 9, PRTS actually gained just under 6%.No, this return isn’t anything to write home about. However, it may suggest a pivot in the narrative. With inflation still imposing a stubborn headwind against consumer sentiment, people are less likely to buy new replacement vehicles. With these same households incentivized to keep their rides running for as long as possible, CarParts.com may see rising demand. Also, the financials – while challenging – aren’t all that bad. For example, its three-year revenue growth rate comes in at 15.9%, above 77.58% of rivals. Nevertheless, PRTS also trades at 0.33x trailing-year sales.Regarding analyst predictions, PRTS is another unanimous strong buy. The average price target of $9.83 implies nearly 141% growth potential.Silvercorp Metals (SVM)Headquartered in Vancouver, British Columbia, Canada, Silvercorp Metals (NYSEAMERICAN: SVM) puts its crosshairs on the China-focused precious metals market. Engaged in the acquisition, exploration, and development of silver-containing properties, Silvercorp is China’s largest primary silver producer. Of course, because of the hawkish monetary policy, the relative strength of the dollar has hurt SVM.Since the start of the year, shares stumbled more than 21%. In the past one-year period, the positive return has now withered to just under 6%. However, given China’s industrial and economic ambitions, Silvercorp could be interesting. After all, silver represents an excellent conductor of electricity. Thus, rising EV production should translate to higher silver prices. In all fairness, Silvercorp has decent financials though few stats that pop out. The one that does is its operating margin of 26%, beating out 86.59% of its rivals.Lastly, analysts peg SVM as a unanimous strong buy with a $5.92 price target, implying nearly 151% growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190731958378528,"gmtCreate":1687591119139,"gmtModify":1687591123091,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"wait till it drops and grab? ","listText":"wait till it drops and grab? ","text":"wait till it drops and grab?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190731958378528","repostId":"2345721975","repostType":2,"repost":{"id":"2345721975","kind":"highlight","pubTimestamp":1687572343,"share":"https://ttm.financial/m/news/2345721975?lang=&edition=fundamental","pubTime":"2023-06-24 10:05","market":"us","language":"en","title":"2 Hot Growth Stocks Investors Should Avoid","url":"https://stock-news.laohu8.com/highlight/detail?id=2345721975","media":"Motley Fool","summary":"With Tesla and Nvidia stock seeing triple-digit gains in the first half of 2023, investors should approach these names cautiously.","content":"<html><head></head><body><p>This year's tech-led market rally is showing some signs of cooling. The tech-heavy <strong>Nasdaq Composite</strong> has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq Composite's strong momentum this year could take a breather for a while, one thing is likely: The index's 29% year-to-date rally has likely led to some stocks getting ahead of themselves.</p><p>There are certainly some Nasdaq-traded growth stocks looking stretched. Indeed, two of the most popular stocks of 2023 -- <strong>Tesla</strong> and <strong>Nvidia</strong> -- may have risen to the point that it may be wise to avoid them.</p><p>Electric car maker Tesla and graphics chip maker Nvidia have seen their stocks soar about 113% and 195% year to date respectively, leaving their valuations appearing stretched. This has led analysts to share some words of caution regarding both stocks this week. It may be worth investors' time to listen to what they have to say.</p><h2>Valuation matters</h2><p><strong>Morgan Stanley</strong> analyst Adam Jonas said in a note to investors on Thursday morning that the market's rosy expectations, fueled by a growing appreciation for artificial intelligence (AI), have driven Tesla stock to levels that make it no longer attractive. However, the analyst doesn't think it's time to sell. He changed his rating on the stock from overweight to equal weight -- a rating that is similar to a hold rating.</p><p>This followed <strong>Barclays</strong> analyst Dan Levy's move on Wednesday to downgrade Tesla stock from buy to hold. Despite increasing his 12-month price target from $220 to $260, the stock's strong appreciation this year still makes shares a hold instead of a buy at their current level, Levy argues.</p><p>Noting that Tesla has had to cut prices of its vehicles this year to drive its sales growth, Levy believes the market's bullish view for the stock may risk underappreciating the company's near-term challenges. Like Jonas, Levy also thinks the market's optimism for AI has become too exuberant. Sure, recent progress in artificial intelligence may increase the odds of Tesla rolling out autonomous driving technology in the coming years. But the market's optimism about this side of the automaker's business may simply be too great.</p><p>Regarding Nvidia, Lynx analysts KC Rajkumar and Jahanara Nissar said they think the market's expectations for data center sales next year are far too high. The market's euphoric expectations for AI's effect on companies like Nvidia have made them bearish on the stock.</p><h2>It's OK to watch from the sidelines</h2><p>Investors should tread carefully when it comes to the difference between appreciating a powerful tailwind like AI and becoming overly optimistic about it. Investors should carefully consider both the positive effects of AI and the risks of market expectations becoming too high. Given Tesla and Nvidia stocks' sky-high valuations, the risks for investors are particularly high over the long term. It's extremely difficult to predict technological winners, let alone how that technology will translate to profits over the long haul.</p><p>Fortunately, investors don't have to invest in the most hyped stocks of 2023. With Tesla and Nvidia boasting market caps of about $830 billion and $1.1 trillion and their price-to-earnings ratios sitting at 75 and 223, respectively, these stocks may be priced for perfection. With valuations like this, it may be a good time for investors to fish elsewhere, looking for underappreciated and overlooked investments instead.</p><p>Remember: It's OK to watch from the sidelines. When valuations of particular stocks become questionable, there's no reason investors should feel like they have to participate.</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 Hot Growth Stocks Investors Should Avoid</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 Hot Growth Stocks Investors Should Avoid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-24 10:05 GMT+8 <a href=https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year's tech-led market rally is showing some signs of cooling. The tech-heavy Nasdaq Composite has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/06/23/2-hot-growth-stocks-investors-should-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345721975","content_text":"This year's tech-led market rally is showing some signs of cooling. The tech-heavy Nasdaq Composite has declined nearly 1% since June 16. While it's debatable whether this signals that the Nasdaq Composite's strong momentum this year could take a breather for a while, one thing is likely: The index's 29% year-to-date rally has likely led to some stocks getting ahead of themselves.There are certainly some Nasdaq-traded growth stocks looking stretched. Indeed, two of the most popular stocks of 2023 -- Tesla and Nvidia -- may have risen to the point that it may be wise to avoid them.Electric car maker Tesla and graphics chip maker Nvidia have seen their stocks soar about 113% and 195% year to date respectively, leaving their valuations appearing stretched. This has led analysts to share some words of caution regarding both stocks this week. It may be worth investors' time to listen to what they have to say.Valuation mattersMorgan Stanley analyst Adam Jonas said in a note to investors on Thursday morning that the market's rosy expectations, fueled by a growing appreciation for artificial intelligence (AI), have driven Tesla stock to levels that make it no longer attractive. However, the analyst doesn't think it's time to sell. He changed his rating on the stock from overweight to equal weight -- a rating that is similar to a hold rating.This followed Barclays analyst Dan Levy's move on Wednesday to downgrade Tesla stock from buy to hold. Despite increasing his 12-month price target from $220 to $260, the stock's strong appreciation this year still makes shares a hold instead of a buy at their current level, Levy argues.Noting that Tesla has had to cut prices of its vehicles this year to drive its sales growth, Levy believes the market's bullish view for the stock may risk underappreciating the company's near-term challenges. Like Jonas, Levy also thinks the market's optimism for AI has become too exuberant. Sure, recent progress in artificial intelligence may increase the odds of Tesla rolling out autonomous driving technology in the coming years. But the market's optimism about this side of the automaker's business may simply be too great.Regarding Nvidia, Lynx analysts KC Rajkumar and Jahanara Nissar said they think the market's expectations for data center sales next year are far too high. The market's euphoric expectations for AI's effect on companies like Nvidia have made them bearish on the stock.It's OK to watch from the sidelinesInvestors should tread carefully when it comes to the difference between appreciating a powerful tailwind like AI and becoming overly optimistic about it. Investors should carefully consider both the positive effects of AI and the risks of market expectations becoming too high. Given Tesla and Nvidia stocks' sky-high valuations, the risks for investors are particularly high over the long term. It's extremely difficult to predict technological winners, let alone how that technology will translate to profits over the long haul.Fortunately, investors don't have to invest in the most hyped stocks of 2023. With Tesla and Nvidia boasting market caps of about $830 billion and $1.1 trillion and their price-to-earnings ratios sitting at 75 and 223, respectively, these stocks may be priced for perfection. With valuations like this, it may be a good time for investors to fish elsewhere, looking for underappreciated and overlooked investments instead.Remember: It's OK to watch from the sidelines. When valuations of particular stocks become questionable, there's no reason investors should feel like they have to participate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944768866,"gmtCreate":1682165896156,"gmtModify":1682165900482,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"don't tell me the shareholders eat a lot of durian somehow.. ","listText":"don't tell me the shareholders eat a lot of durian somehow.. ","text":"don't tell me the shareholders eat a lot of durian somehow..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944768866","repostId":"2329030437","repostType":2,"repost":{"id":"2329030437","kind":"highlight","pubTimestamp":1682124805,"share":"https://ttm.financial/m/news/2329030437?lang=&edition=fundamental","pubTime":"2023-04-22 08:53","market":"us","language":"en","title":"Tesla Shareholder Group Complains Elon Musk Is Too Distracted to Run Company","url":"https://stock-news.laohu8.com/highlight/detail?id=2329030437","media":"CNN Business","summary":"A group of progressive Tesla shareholders want the company’s board of directors to make CEO Elon Mus","content":"<html><head></head><body><p>A group of progressive Tesla shareholders want the company’s board of directors to make CEO Elon Musk concentrate more on one of his many jobs, that of running the EV automaker.</p><p>In a letter to the Tesla board, the group says that Musk is not spending enough time and attention focused on issues facing the company, including increased EV competition from other automakers, and addressing issues important to the group, including allegations of a toxic work environment at Tesla.</p><p>In addition to his role at Tesla (TSLA), Musk also leads Twitter, SpaceX, the Boring Company, and Neuralink, among others.</p><p>“We each initially added Tesla to our portfolios because we saw Tesla as a true leader in producing products and services essential for our transition to a sustainable and green economy,” the letter said. “Over time, however, we have grown increasingly concerned with governance and leadership issues at the company.”</p><p>Among the entities signing the letter are <a href=\"https://laohu8.com/S/AMAL\">Amalgamated Bank</a>, a union-owned bank, as well as Sisters of St. Joseph of Carondelet, United Church Funds, Investor Advocates for Social Justice and the New York City Controller’s Office. The letter says that the investors signing the letter own $1.5 billion worth of Tesla shares, which represents well less than 1% of Tesla shares.</p><p>By comparison, Musk owns or has options to purchase about $118 billion worth of Tesla shares, representing 20% of the stock. Musk has a net worth of $175 billion, according to Forbes.</p><p>The letter alleges Musk’s lack of focus at Tesla is causing problems for the company, such as a high turnover rate with its staff due to its work environment. But it doesn’t spell out what should be done to make him focus on those problems.</p><p>“Tesla needs a board that will ensure that the CEO is focused on addressing its challenges,” said the letter. “Due to the board’s failure to restrict the CEO’s outside commitments and ensure he is focused on solving the many challenges the company faces, we have lost confidence in its members.”</p><p>Ivan Frishberg, chief sustainability officer at Amalgamated Bank, said that there are other investors who are concerned about Musk becoming distracted, especially with his recent purchase of Twitter, as well as his ownership and running of SpaceX and a number of other companies.</p><p>Frishberg said the group is not advocating that Musk be replaced at CEO.</p><p>“We’re a Tesla investor,” he said. “In terms of governance, we’d like the board room to become less clubby and more independent and responsive to investors.”</p><p>In this courtroom sketch Tesla CEO Elon Musk testifies in a courtroom in Wilmington, Del., on Wednesday, Nov. 16, 2022. Musk is defending himself in a shareholder lawsuit challenging a compensation package he was awarded by the company's board of directors that is potentially worth more than $55 billion.</p><p>Musk is now essentially working for Tesla for free, with no cash salary, and after being granted a final block of stock options from a 2018 pay package earlier this year, there are no additional stock options that he can qualify for at the moment.</p><p>Some analysts have said that they expect, and would advocate, that Tesla announce a new pay package for Musk as a way to assure Wall Street that Tesla is still his priority, despite his other CEO jobs. But Frishberg objected to that idea.</p><p>“I don’t think throwing more money at the guy is the answer,” he said.</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shareholder Group Complains Elon Musk Is Too Distracted to Run Company</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 Complains Elon Musk Is Too Distracted to Run Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-22 08:53 GMT+8 <a href=https://edition.cnn.com/2023/04/21/business/tesla-shareholders-object-elon-musk/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A group of progressive Tesla shareholders want the company’s board of directors to make CEO Elon Musk concentrate more on one of his many jobs, that of running the EV automaker.In a letter to the ...</p>\n\n<a href=\"https://edition.cnn.com/2023/04/21/business/tesla-shareholders-object-elon-musk/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","BK4588":"碎股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLA":"特斯拉","BK4574":"无人驾驶","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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US Technology A (acc) SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4527":"明星科技股"},"source_url":"https://edition.cnn.com/2023/04/21/business/tesla-shareholders-object-elon-musk/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2329030437","content_text":"A group of progressive Tesla shareholders want the company’s board of directors to make CEO Elon Musk concentrate more on one of his many jobs, that of running the EV automaker.In a letter to the Tesla board, the group says that Musk is not spending enough time and attention focused on issues facing the company, including increased EV competition from other automakers, and addressing issues important to the group, including allegations of a toxic work environment at Tesla.In addition to his role at Tesla (TSLA), Musk also leads Twitter, SpaceX, the Boring Company, and Neuralink, among others.“We each initially added Tesla to our portfolios because we saw Tesla as a true leader in producing products and services essential for our transition to a sustainable and green economy,” the letter said. “Over time, however, we have grown increasingly concerned with governance and leadership issues at the company.”Among the entities signing the letter are Amalgamated Bank, a union-owned bank, as well as Sisters of St. Joseph of Carondelet, United Church Funds, Investor Advocates for Social Justice and the New York City Controller’s Office. The letter says that the investors signing the letter own $1.5 billion worth of Tesla shares, which represents well less than 1% of Tesla shares.By comparison, Musk owns or has options to purchase about $118 billion worth of Tesla shares, representing 20% of the stock. Musk has a net worth of $175 billion, according to Forbes.The letter alleges Musk’s lack of focus at Tesla is causing problems for the company, such as a high turnover rate with its staff due to its work environment. But it doesn’t spell out what should be done to make him focus on those problems.“Tesla needs a board that will ensure that the CEO is focused on addressing its challenges,” said the letter. “Due to the board’s failure to restrict the CEO’s outside commitments and ensure he is focused on solving the many challenges the company faces, we have lost confidence in its members.”Ivan Frishberg, chief sustainability officer at Amalgamated Bank, said that there are other investors who are concerned about Musk becoming distracted, especially with his recent purchase of Twitter, as well as his ownership and running of SpaceX and a number of other companies.Frishberg said the group is not advocating that Musk be replaced at CEO.“We’re a Tesla investor,” he said. “In terms of governance, we’d like the board room to become less clubby and more independent and responsive to investors.”In this courtroom sketch Tesla CEO Elon Musk testifies in a courtroom in Wilmington, Del., on Wednesday, Nov. 16, 2022. Musk is defending himself in a shareholder lawsuit challenging a compensation package he was awarded by the company's board of directors that is potentially worth more than $55 billion.Musk is now essentially working for Tesla for free, with no cash salary, and after being granted a final block of stock options from a 2018 pay package earlier this year, there are no additional stock options that he can qualify for at the moment.Some analysts have said that they expect, and would advocate, that Tesla announce a new pay package for Musk as a way to assure Wall Street that Tesla is still his priority, despite his other CEO jobs. But Frishberg objected to that idea.“I don’t think throwing more money at the guy is the answer,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189999774761224,"gmtCreate":1687412396678,"gmtModify":1687412400304,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"any stock that can make my cents/penny into $1M in 2033?","listText":"any stock that can make my cents/penny into $1M in 2033?","text":"any stock that can make my cents/penny into $1M in 2033?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/189999774761224","repostId":"2345225856","repostType":2,"repost":{"id":"2345225856","kind":"highlight","pubTimestamp":1687384800,"share":"https://ttm.financial/m/news/2345225856?lang=&edition=fundamental","pubTime":"2023-06-22 06:00","market":"us","language":"en","title":"2 Super Stocks That Could Turn $200,000 Into $1 Million by 2033","url":"https://stock-news.laohu8.com/highlight/detail?id=2345225856","media":"Motley Fool","summary":"These companies are growing fast enough to potentially quintuple your money.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Picking the short-term direction of the stock market can be impossible.</p></li><li><p>However, time smooths out volatility, so the longer you remain invested, the greater your chances of earning a positive return.</p></li><li><p>Investing in the right individual stocks can result in better-than-average gains.</p></li></ul><p>The <strong>Nasdaq 100 </strong>index plunged 33% last year. But it has done the polar opposite in 2023, soaring by 38%, and we're not even halfway through the year. If there's one takeaway from this situation, it's that picking short-term movements in the stock market can be next to impossible.</p><p>But if you zoom out and look at the past 10 years, the Nasdaq 100 has delivered a total gain of 418%, or 18% per year on average. In fact, history shows the longer you remain invested in the market, the higher the probability you'll generate a positive return.</p><p>Buying an index fund (which is sometimes called passive investing) can be a great way to capture those steady, reliable gains. But investors with a more aggressive risk profile can outperform the broader market if they manage to pick the right individual stocks. </p><p>That's easier said than done, but there are two companies growing fast enough right now to warrant higher-than-average long-term returns. I actually think their stock prices have the potential to soar fivefold over the next 10 years, which would turn an investment of $200,000 into $1 million. </p><p>But don't be deterred by those large numbers -- investors of all experience levels can buy these stocks right now. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/214568a7509f59b2a1ec5b6d80909ede\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"393\"/><span>Image source: Getty Images.</span></p><h2>1. Uber: The best growth might still be ahead</h2><p><strong>Uber</strong>'s business has been on a roller-coaster ride over the past few years. Its ride-hailing segment entered 2020 with record momentum, which was quickly derailed when the pandemic struck. The company pivoted to focus on food delivery which boomed throughout 2020 and 2021, and is still a key driver of revenue today.</p><p>But now that society has mostly returned to normal, Uber's ride-hailing segment has once again become the company's leading source of revenue. The ride-hailing industry as a whole is also entering a new era thanks to the dawn of the autonomous robotaxi. Last year Uber signed a 10-year deal with Motional, which is a joint venture between South Korean car manufacturer <strong>Hyundai</strong> and mobility technology company <strong>Aptiv</strong>.</p><p>Uber brings its 130 million monthly users to the partnership, Hyundai brings its Ioniq 5 electric vehicle, and Aptiv is contributing its self-driving technology, which can operate entirely independent of human assistance. Together, the companies could create the largest autonomous ride-hailing network in the world.</p><p>The financial estimates for this emerging industry are already mind-boggling. Cathie Wood's Ark Investment Management says autonomous ride-hailing companies could generate $4 trillion in annual revenue as soon as 2027, and since Uber already has a 75% market share in the U.S. ride-hailing industry, its opportunity is enormous.</p><p>Based on Uber's $33.8 billion in trailing 12-month revenue and a current market capitalization of $86 billion, its stock currently trades at a price to sales (P/S) ratio of 2.6. Assuming that P/S number remains constant for the next 10 years, Uber would have to grow its revenue by 17.5% every year between now and then to justify a fivefold increase in its stock price.</p><p>Uber is crushing that pace at the moment. Its annual revenue has increased by 32% each year for the past five years, even in the face of a pandemic and a challenging economic climate. But with the potential tailwind of autonomous driving now looming, Uber should have no problem generating the growth necessary to help turn $200,000 into $1 million by 2033. </p><h2>2. Bill.com: A small-business savior with tremendous potential</h2><p>Software companies were among the hardest-hit during the market sell-off last year, mostly because the majority of them aren't profitable and investors perceived them as risky bets during a tough economic time. <strong>Bill.com</strong> was one of the casualties, and its stock remains 67% below its all-time high. But the company has shifted its focus toward reaching profitability, while still increasing its revenue at an incredibly brisk pace.</p><p>Bill.com operates a series of cloud-based platforms designed to help businesses manage their cash flow. Its flagship digital inbox streamlines the accounts payable process by storing all incoming invoices neatly in one digital inbox, where business can pay them with one click. It also integrates with most leading bookkeeping platforms, so each transaction is automatically recorded in the books. </p><p>Bill.com acquired Invoice2go in 2021, which offers a portfolio of tools to manage the other half of the equation: accounts receivable. It allows businesses to create and issue invoices to customers, and track incoming payments. Plus, Bill.com also owns Divvy, which helps with budgeting and expense management.</p><p>Overall, 455,300 businesses are using at least one of Bill.com's platforms, and the company says 4.7 million businesses are in its ecosystem. In other words, they've used Bill.com to either make or receive a payment, which is important because the company earns the majority of its revenue through transaction fees.</p><p>Bill.com stock currently trades at a P/S ratio of 12.1, and as I touched on earlier, a 17.5% annual revenue growth rate is the magic number it needs to soar fivefold over the next 10 years. It's obliterating that mark: Between fiscal 2018 (ended June 30, 2018) and fiscal 2022 (ended June 30, 2022), the company's revenue increased at a compound annual rate of 77%!</p><p>It's expected to rise at a marginally slower pace of 62% in fiscal 2023, because the company is focusing on bringing its bottom line closer to profitability by cutting costs. In the fiscal 2023 third quarter (ended March 31), its net loss narrowed by more than half (year over year) to just $31 million, which is a positive sign its strategy is working.</p><p>Over the long term, Bill.com estimates its addressable market includes 70 million business customers completing $125 trillion in payments each year, so it has barely scratched the surface of its opportunity. That should support the company's case as it works to deliver a fivefold return by 2033. </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 Super Stocks That Could Turn $200,000 Into $1 Million by 2033</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 Super Stocks That Could Turn $200,000 Into $1 Million by 2033\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-22 06:00 GMT+8 <a href=https://www.fool.com/investing/2023/06/21/2-super-stocks-could-turn-200000-to-1-million-2033/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPicking the short-term direction of the stock market can be impossible.However, time smooths out volatility, so the longer you remain invested, the greater your chances of earning a positive...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/21/2-super-stocks-could-turn-200000-to-1-million-2033/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BILL":"BILL HOLDINGS INC","BK4550":"红杉资本持仓","UBER":"优步","BK4588":"碎股","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4022":"陆运","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4230":"旅客陆运","BK4505":"高瓴资本持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4585":"ETF&股票定投概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4536":"外卖概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H"},"source_url":"https://www.fool.com/investing/2023/06/21/2-super-stocks-could-turn-200000-to-1-million-2033/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345225856","content_text":"KEY POINTSPicking the short-term direction of the stock market can be impossible.However, time smooths out volatility, so the longer you remain invested, the greater your chances of earning a positive return.Investing in the right individual stocks can result in better-than-average gains.The Nasdaq 100 index plunged 33% last year. But it has done the polar opposite in 2023, soaring by 38%, and we're not even halfway through the year. If there's one takeaway from this situation, it's that picking short-term movements in the stock market can be next to impossible.But if you zoom out and look at the past 10 years, the Nasdaq 100 has delivered a total gain of 418%, or 18% per year on average. In fact, history shows the longer you remain invested in the market, the higher the probability you'll generate a positive return.Buying an index fund (which is sometimes called passive investing) can be a great way to capture those steady, reliable gains. But investors with a more aggressive risk profile can outperform the broader market if they manage to pick the right individual stocks. That's easier said than done, but there are two companies growing fast enough right now to warrant higher-than-average long-term returns. I actually think their stock prices have the potential to soar fivefold over the next 10 years, which would turn an investment of $200,000 into $1 million. But don't be deterred by those large numbers -- investors of all experience levels can buy these stocks right now. Image source: Getty Images.1. Uber: The best growth might still be aheadUber's business has been on a roller-coaster ride over the past few years. Its ride-hailing segment entered 2020 with record momentum, which was quickly derailed when the pandemic struck. The company pivoted to focus on food delivery which boomed throughout 2020 and 2021, and is still a key driver of revenue today.But now that society has mostly returned to normal, Uber's ride-hailing segment has once again become the company's leading source of revenue. The ride-hailing industry as a whole is also entering a new era thanks to the dawn of the autonomous robotaxi. Last year Uber signed a 10-year deal with Motional, which is a joint venture between South Korean car manufacturer Hyundai and mobility technology company Aptiv.Uber brings its 130 million monthly users to the partnership, Hyundai brings its Ioniq 5 electric vehicle, and Aptiv is contributing its self-driving technology, which can operate entirely independent of human assistance. Together, the companies could create the largest autonomous ride-hailing network in the world.The financial estimates for this emerging industry are already mind-boggling. Cathie Wood's Ark Investment Management says autonomous ride-hailing companies could generate $4 trillion in annual revenue as soon as 2027, and since Uber already has a 75% market share in the U.S. ride-hailing industry, its opportunity is enormous.Based on Uber's $33.8 billion in trailing 12-month revenue and a current market capitalization of $86 billion, its stock currently trades at a price to sales (P/S) ratio of 2.6. Assuming that P/S number remains constant for the next 10 years, Uber would have to grow its revenue by 17.5% every year between now and then to justify a fivefold increase in its stock price.Uber is crushing that pace at the moment. Its annual revenue has increased by 32% each year for the past five years, even in the face of a pandemic and a challenging economic climate. But with the potential tailwind of autonomous driving now looming, Uber should have no problem generating the growth necessary to help turn $200,000 into $1 million by 2033. 2. Bill.com: A small-business savior with tremendous potentialSoftware companies were among the hardest-hit during the market sell-off last year, mostly because the majority of them aren't profitable and investors perceived them as risky bets during a tough economic time. Bill.com was one of the casualties, and its stock remains 67% below its all-time high. But the company has shifted its focus toward reaching profitability, while still increasing its revenue at an incredibly brisk pace.Bill.com operates a series of cloud-based platforms designed to help businesses manage their cash flow. Its flagship digital inbox streamlines the accounts payable process by storing all incoming invoices neatly in one digital inbox, where business can pay them with one click. It also integrates with most leading bookkeeping platforms, so each transaction is automatically recorded in the books. Bill.com acquired Invoice2go in 2021, which offers a portfolio of tools to manage the other half of the equation: accounts receivable. It allows businesses to create and issue invoices to customers, and track incoming payments. Plus, Bill.com also owns Divvy, which helps with budgeting and expense management.Overall, 455,300 businesses are using at least one of Bill.com's platforms, and the company says 4.7 million businesses are in its ecosystem. In other words, they've used Bill.com to either make or receive a payment, which is important because the company earns the majority of its revenue through transaction fees.Bill.com stock currently trades at a P/S ratio of 12.1, and as I touched on earlier, a 17.5% annual revenue growth rate is the magic number it needs to soar fivefold over the next 10 years. It's obliterating that mark: Between fiscal 2018 (ended June 30, 2018) and fiscal 2022 (ended June 30, 2022), the company's revenue increased at a compound annual rate of 77%!It's expected to rise at a marginally slower pace of 62% in fiscal 2023, because the company is focusing on bringing its bottom line closer to profitability by cutting costs. In the fiscal 2023 third quarter (ended March 31), its net loss narrowed by more than half (year over year) to just $31 million, which is a positive sign its strategy is working.Over the long term, Bill.com estimates its addressable market includes 70 million business customers completing $125 trillion in payments each year, so it has barely scratched the surface of its opportunity. That should support the company's case as it works to deliver a fivefold return by 2033.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945550674,"gmtCreate":1681522523998,"gmtModify":1681522527939,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"buy more Ryzen so we ride this baby to the moon!","listText":"buy more Ryzen so we ride this baby to the moon!","text":"buy more Ryzen so we ride this baby to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945550674","repostId":"1122997358","repostType":2,"repost":{"id":"1122997358","kind":"news","pubTimestamp":1681517940,"share":"https://ttm.financial/m/news/1122997358?lang=&edition=fundamental","pubTime":"2023-04-15 08:19","market":"us","language":"en","title":"Count on AMD Stock to Defy the Bears With AI-Fueled Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=1122997358","media":"InvestorPlace","summary":"AMD (AMD) has come up smartly off its late 2022 lows.Its story is now all about “pervasive AI,” sold","content":"<html><head></head><body><ul><li><p><strong>AMD</strong> (<strong><u>AMD</u></strong>) has come up smartly off its late 2022 lows.</p></li><li><p>Its story is now all about “pervasive AI,” sold to servers and device makers.</p></li><li><p>The AI story has just begun to unfold.</p></li></ul><p><strong>Advanced Micro Devices</strong> (NASDAQ: <strong><u>AMD</u></strong>) stock sold for $2 when CEO Lisa Su joined the company in 2012 were worth $158 at the height of the tech boom in 2021.</p><p style=\"text-align: start;\">But business is about what you have done for me lately, and what you’re about to do. The tech wreck in 2022 cut AMD by 60%. It is now staging a comeback, trading above $93, a market cap of nearly $154 billion.</p><p style=\"text-align: start;\">AMD’s acquisition of Xilinx last year brought it Vitis AI, an artificial intelligence development platform. AMD’s AI Engine handles both signal processing and machine learning, both key to what I call the Machine Internet. </p><p style=\"text-align: start;\">AI isn’t just about how you interact with computers. It’s how computers interact with each other. AMD stock is set for another big move.</p><h2 style=\"text-align: start;\">The Bear Case</h2><p style=\"text-align: start;\">Despite this bears are lining up against AMD stock. PC sales are crashing. Prices for gaming cards are falling. <strong>Amazon.com</strong> (NASDAQ: <strong><u>AMZN</u></strong>) is designing its own silicon to compete with AMD for their own business.</p><p style=\"text-align: start;\">The bear market did not make AMD stock cheap. It still sells for an eye-popping 112 times earnings and offers no dividend. Stock buybacks that once supported the price have been sharply reduced.</p><p style=\"text-align: start;\">Yet 19 of the 25 analysts following AMD at Tipranks are telling clients to buy the stock. One expects it to double over the next year.</p><h2 style=\"text-align: start;\">The Bull Case</h2><p style=\"text-align: start;\">Our David Moadel thinks the bad news is priced in. When AMD next reports earnings on May 2, investors may be in for a positive surprise. The folks at Piper Sandlin agree, giving AMD stock an overweight rating. Other analysts are calling this a buy the dip opportunity.</p><p style=\"text-align: start;\">AMD is continuing to crush rival <strong>Intel</strong> (NASDAQ: <strong><u>INTC</u></strong>) and the whole world now knows it. Price cuts have created global bargains, with AMD-based laptops selling in India for the equivalent of under $600. </p><p style=\"text-align: start;\">Software is now how chips advance, and AMD continues to deliver new software. Its new video accelerator promises to dramatically improve local as well as long-distance streaming.</p><p style=\"text-align: start;\">Xilinx, which makes Field Programmable Gate Arrays (FPGA), chips that can be pre-loaded with software, looks like a smart acquisition. It lets AMD sell systems instead of just chips.</p><p style=\"text-align: start;\">The bearishness of some should provide a floor for AMD stock, the bulls say.</p><p style=\"text-align: start;\">The more customers treat generative AI the way they do conventional search, the more important AMD chips on both the client and server side become, the bulls add. AMD calls this next stage of the business “pervasive AI,” driving demand in both edge devices and data centers.</p><h2 style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">I bought AMD as it was falling and remain underwater on the investment.</p><p style=\"text-align: start;\">That doesn’t mean I’m selling. Technology is how productivity advances. It’s how inflation is crushed. AI is scaring people now, because the output looks human, but it has been delivering productivity gains for years. Inflation creates huge incentives for cutting costs and buying technology is the best way to do that.</p><p style=\"text-align: start;\">I also talk about buying the jockey, not the horse. I have believed in Su’s management since she became CEO. I see no reason to change that view.</p><p style=\"text-align: start;\">AMD stock will bounce around for some time, but when I look at the future, I see strength.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Count on AMD Stock to Defy the Bears With AI-Fueled Comeback</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\">\nCount on AMD Stock to Defy the Bears With AI-Fueled Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-15 08:19 GMT+8 <a href=https://investorplace.com/2023/04/count-on-amd-stock-to-defy-the-bears-with-ai-fueled-comeback/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD (AMD) has come up smartly off its late 2022 lows.Its story is now all about “pervasive AI,” sold to servers and device makers.The AI story has just begun to unfold.Advanced Micro Devices (NASDAQ: ...</p>\n\n<a href=\"https://investorplace.com/2023/04/count-on-amd-stock-to-defy-the-bears-with-ai-fueled-comeback/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://investorplace.com/2023/04/count-on-amd-stock-to-defy-the-bears-with-ai-fueled-comeback/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122997358","content_text":"AMD (AMD) has come up smartly off its late 2022 lows.Its story is now all about “pervasive AI,” sold to servers and device makers.The AI story has just begun to unfold.Advanced Micro Devices (NASDAQ: AMD) stock sold for $2 when CEO Lisa Su joined the company in 2012 were worth $158 at the height of the tech boom in 2021.But business is about what you have done for me lately, and what you’re about to do. The tech wreck in 2022 cut AMD by 60%. It is now staging a comeback, trading above $93, a market cap of nearly $154 billion.AMD’s acquisition of Xilinx last year brought it Vitis AI, an artificial intelligence development platform. AMD’s AI Engine handles both signal processing and machine learning, both key to what I call the Machine Internet. AI isn’t just about how you interact with computers. It’s how computers interact with each other. AMD stock is set for another big move.The Bear CaseDespite this bears are lining up against AMD stock. PC sales are crashing. Prices for gaming cards are falling. Amazon.com (NASDAQ: AMZN) is designing its own silicon to compete with AMD for their own business.The bear market did not make AMD stock cheap. It still sells for an eye-popping 112 times earnings and offers no dividend. Stock buybacks that once supported the price have been sharply reduced.Yet 19 of the 25 analysts following AMD at Tipranks are telling clients to buy the stock. One expects it to double over the next year.The Bull CaseOur David Moadel thinks the bad news is priced in. When AMD next reports earnings on May 2, investors may be in for a positive surprise. The folks at Piper Sandlin agree, giving AMD stock an overweight rating. Other analysts are calling this a buy the dip opportunity.AMD is continuing to crush rival Intel (NASDAQ: INTC) and the whole world now knows it. Price cuts have created global bargains, with AMD-based laptops selling in India for the equivalent of under $600. Software is now how chips advance, and AMD continues to deliver new software. Its new video accelerator promises to dramatically improve local as well as long-distance streaming.Xilinx, which makes Field Programmable Gate Arrays (FPGA), chips that can be pre-loaded with software, looks like a smart acquisition. It lets AMD sell systems instead of just chips.The bearishness of some should provide a floor for AMD stock, the bulls say.The more customers treat generative AI the way they do conventional search, the more important AMD chips on both the client and server side become, the bulls add. AMD calls this next stage of the business “pervasive AI,” driving demand in both edge devices and data centers.The Bottom LineI bought AMD as it was falling and remain underwater on the investment.That doesn’t mean I’m selling. Technology is how productivity advances. It’s how inflation is crushed. AI is scaring people now, because the output looks human, but it has been delivering productivity gains for years. Inflation creates huge incentives for cutting costs and buying technology is the best way to do that.I also talk about buying the jockey, not the horse. I have believed in Su’s management since she became CEO. I see no reason to change that view.AMD stock will bounce around for some time, but when I look at the future, I see strength.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941032078,"gmtCreate":1679816767195,"gmtModify":1679816770881,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"i can not agree more.. wait for a retrace then it is a good buy. strike this at $190","listText":"i can not agree more.. wait for a retrace then it is a good buy. strike this at $190","text":"i can not agree more.. wait for a retrace then it is a good buy. strike this at $190","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941032078","repostId":"2322777791","repostType":2,"repost":{"id":"2322777791","kind":"highlight","pubTimestamp":1679795173,"share":"https://ttm.financial/m/news/2322777791?lang=&edition=fundamental","pubTime":"2023-03-26 09:46","market":"us","language":"en","title":"Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322777791","media":"Motley Fool","summary":"Nvidia's stock has become quite expensive.","content":"<html><head></head><body><p>In the past year,<b> Nvidia</b> has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.</p><p>With how much Nvidia's stock has risen in 2023, many investors may question if they've missed the move on Nvidia's stock or if there is more room to go, as the stock is still down 18% from its high. So let's look and determine if Nvidia has reached its ceiling.</p><h2>Nvidia still has one primary product</h2><p>Nvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don't just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.</p><p>Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.</p><p>AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia's latest quarter wasn't the greatest, even with this broad product range.</p><h2>Nvidia's Q4 wasn't special</h2><p>During Nvidia's fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia's largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn't historically displayed cyclicality.</p><p>To make matters worse, Nvidia's first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.</p><p>So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.</p><p>With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn't executed on this hype yet, even though many investors have already bought in.</p><p>Additionally, Nvidia's earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.</p><p><img src=\"https://static.tigerbbs.com/8023bb72b664060b7a909a20862a37e6\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/E Ratio data by YCharts.</p><p>Some critics might point out that using a P/E ratio isn't fair right now because the business is going through a downturn, so earnings won't be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it's basically around the same levels as 2021, which caused the stock to crash in 2022.</p><p><img src=\"https://static.tigerbbs.com/db8a7145cc2cd0fe4a39d4439e7a6503\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/S Ratio data by YCharts.</p><p>While I'm bullish on Nvidia's prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.</p><p>I'll gladly add more if Nvidia's stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Is Up Over 80% This Year. Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:46 GMT+8 <a href=https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022....</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4581":"高盛持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4549":"软银资本持仓","NVDA":"英伟达","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4532":"文艺复兴科技持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4567":"ESG概念","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4587":"ChatGPT概念","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","SG9999002232.USD":"Allianz Global High Payout USD","BK4543":"AI","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322777791","content_text":"In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.With how much Nvidia's stock has risen in 2023, many investors may question if they've missed the move on Nvidia's stock or if there is more room to go, as the stock is still down 18% from its high. So let's look and determine if Nvidia has reached its ceiling.Nvidia still has one primary productNvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don't just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia's latest quarter wasn't the greatest, even with this broad product range.Nvidia's Q4 wasn't specialDuring Nvidia's fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia's largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn't historically displayed cyclicality.To make matters worse, Nvidia's first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn't executed on this hype yet, even though many investors have already bought in.Additionally, Nvidia's earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.NVDA P/E Ratio data by YCharts.Some critics might point out that using a P/E ratio isn't fair right now because the business is going through a downturn, so earnings won't be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it's basically around the same levels as 2021, which caused the stock to crash in 2022.NVDA P/S Ratio data by YCharts.While I'm bullish on Nvidia's prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.I'll gladly add more if Nvidia's stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949570581,"gmtCreate":1678789073645,"gmtModify":1678789078779,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S63.SI\">$SINGAPORE TECH ENGINEERING LTD(S63.SI)$ </a>","listText":"<a href=\"https://ttm.financial/S/S63.SI\">$SINGAPORE TECH ENGINEERING LTD(S63.SI)$ </a>","text":"$SINGAPORE TECH ENGINEERING LTD(S63.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949570581","repostId":"2319072462","repostType":2,"repost":{"id":"2319072462","kind":"highlight","pubTimestamp":1678845487,"share":"https://ttm.financial/m/news/2319072462?lang=&edition=fundamental","pubTime":"2023-03-15 09:58","market":"sg","language":"en","title":"3 Solid Singapore Blue-Chip Stocks You Can Own Even if a Recession Hits","url":"https://stock-news.laohu8.com/highlight/detail?id=2319072462","media":"The Smart Investor","summary":"The worry about a recession hitting our shores is real. Here’s how you can mitigate that risk.","content":"<html><head></head><body><p>The dreaded “R” word is on almost every investor’s lips.</p><p>Yes, I am talking about an economic recession that may severely crimp demand for goods and services.</p><p>The world has been grappling with soaring inflation along with a surge in interest rates over the past year.</p><p>These troubles have spilled over into the stock market as businesses announce weaker earnings and report lower visibility on what may come.</p><p>During tough times, it is a great idea to fortify your portfolio with blue-chip stocks.</p><p>These stocks have a strong franchise and an enviable track record of weathering tough times.</p><p>What’s more, they also pay out consistent dividends that act as a stream of passive income to tide you through a downturn.</p><p>Here are three solid blue-chip names that should remain resilient that you may want to include in your buy watchlist.</p><h2><b>DBS Group (SGX: D05)</b></h2><p>Singapore’s largest bank needs no introduction.</p><p>The group provides a comprehensive range of banking, insurance, and investment services to individuals and corporations in Singapore and around the Asian region.</p><p>The lender recently reported a sparkling set of earnings for 2022.</p><p>Total income hit a record high of S$16.5 billion while net profit also scaled a new record of S$8.2 billion.</p><p>In line with the strong results, DBS declared a special dividend of S$0.50 while also hiking its quarterly dividend from S$0.36 to S$0.42.</p><p>As a testament to its resilience, the bank was also paying out dividends during the global financial crisis from 2008-2009.</p><p>Looking ahead, DBS looks poised to benefit from continued interest rate increases as the US Federal Reserve continues its battle against runaway inflation.</p><p>CEO Piyush Gupta also expects China’s reopening to benefit the region’s operating environment and to spur double-digit year on year fee income growth.</p><p>He believes the bank has a sufficient buffer to guard against any risks that may crop up, and also projects a mid-single-digit year on year increase in its loan book.</p><h2><b>Singapore Technologies Engineering (SGX: S63)</b></h2><p>Singapore Technologies Engineering, or STE, is a global technology and engineering group serving the aerospace, smart city, and public security segments.</p><p>STE serves customers in more than 100 countries.</p><p>The engineering giant reported a respectable set of earnings for 2022, with revenue climbing 17.4% year on year to S$9 billion.</p><p>Operating profit excluding one-off acquisition integration expenses and government grants surged 55% year on year to S$729 million.</p><p>Adjusted net profit jumped 39% year on year to S$551 million.</p><p>A total dividend of S$0.16 per share was declared for 2022, slightly higher than the S$0.15 paid out in 2021.</p><p>An impressive S$13.1 billion of new contracts were secured last year that involved all three of STE’s major divisions.</p><p>As a result, STE’s order book stood at S$23 billion at the end of 2022, 31% higher than the S$17.5 billion at the end of the previous year.</p><p>Note that this level of order book excludes the Marine division’s orders as this division was divested in November last year.</p><h2><b>Singapore Exchange Limited (SGX: S68)</b></h2><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The group has been a steady dividend payer since its fiscal 2021 (FY2021) ending 30 June 2021.</p><p>Back then, SGX paid out an annual dividend of S$0.055 but this has since risen to S$0.32 for FY2022.</p><p>The bourse operator reported an encouraging set of financial numbers for its fiscal 2023’s first half (1H FY2023).</p><p>Revenue rose 10% year on year to S$571 million while net profit surged by 30% year on year to S$285 million.</p><p>SGX paid out a dividend of S$0.16 for 1H FY2023.</p><p>The group’s multi-asset platform continues to attract clients who seek a wide range of risk management tools.</p><p>Daily average volume (DAV) across equities, foreign exchange (FX), and commodities saw year on year increases for the half year.</p><p>In particular, SGX’s iron ore product suite saw its DAV jump from 78,000 in 1H FY2021 to 131,000 in 1H FY2023, a record for iron ore volumes in the bourse operator’s history.</p><p>Its FX platform is also doing well, with an average daily volume of US$68 billion for 1H FY2023, contributing 6% of total revenue.</p><p>This division remains on track to achieve an average daily volume of US$100 billion in the medium term.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Solid Singapore Blue-Chip Stocks You Can Own Even if a Recession Hits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Solid Singapore Blue-Chip Stocks You Can Own Even if a Recession Hits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-15 09:58 GMT+8 <a href=https://thesmartinvestor.com.sg/3-solid-singapore-blue-chip-stocks-you-can-own-even-if-a-recession-hits/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The dreaded “R” word is on almost every investor’s lips.Yes, I am talking about an economic recession that may severely crimp demand for goods and services.The world has been grappling with soaring ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-solid-singapore-blue-chip-stocks-you-can-own-even-if-a-recession-hits/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S68.SI":"新加坡交易所","S63.SI":"新科工程","D05.SI":"星展集团控股"},"source_url":"https://thesmartinvestor.com.sg/3-solid-singapore-blue-chip-stocks-you-can-own-even-if-a-recession-hits/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319072462","content_text":"The dreaded “R” word is on almost every investor’s lips.Yes, I am talking about an economic recession that may severely crimp demand for goods and services.The world has been grappling with soaring inflation along with a surge in interest rates over the past year.These troubles have spilled over into the stock market as businesses announce weaker earnings and report lower visibility on what may come.During tough times, it is a great idea to fortify your portfolio with blue-chip stocks.These stocks have a strong franchise and an enviable track record of weathering tough times.What’s more, they also pay out consistent dividends that act as a stream of passive income to tide you through a downturn.Here are three solid blue-chip names that should remain resilient that you may want to include in your buy watchlist.DBS Group (SGX: D05)Singapore’s largest bank needs no introduction.The group provides a comprehensive range of banking, insurance, and investment services to individuals and corporations in Singapore and around the Asian region.The lender recently reported a sparkling set of earnings for 2022.Total income hit a record high of S$16.5 billion while net profit also scaled a new record of S$8.2 billion.In line with the strong results, DBS declared a special dividend of S$0.50 while also hiking its quarterly dividend from S$0.36 to S$0.42.As a testament to its resilience, the bank was also paying out dividends during the global financial crisis from 2008-2009.Looking ahead, DBS looks poised to benefit from continued interest rate increases as the US Federal Reserve continues its battle against runaway inflation.CEO Piyush Gupta also expects China’s reopening to benefit the region’s operating environment and to spur double-digit year on year fee income growth.He believes the bank has a sufficient buffer to guard against any risks that may crop up, and also projects a mid-single-digit year on year increase in its loan book.Singapore Technologies Engineering (SGX: S63)Singapore Technologies Engineering, or STE, is a global technology and engineering group serving the aerospace, smart city, and public security segments.STE serves customers in more than 100 countries.The engineering giant reported a respectable set of earnings for 2022, with revenue climbing 17.4% year on year to S$9 billion.Operating profit excluding one-off acquisition integration expenses and government grants surged 55% year on year to S$729 million.Adjusted net profit jumped 39% year on year to S$551 million.A total dividend of S$0.16 per share was declared for 2022, slightly higher than the S$0.15 paid out in 2021.An impressive S$13.1 billion of new contracts were secured last year that involved all three of STE’s major divisions.As a result, STE’s order book stood at S$23 billion at the end of 2022, 31% higher than the S$17.5 billion at the end of the previous year.Note that this level of order book excludes the Marine division’s orders as this division was divested in November last year.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The group has been a steady dividend payer since its fiscal 2021 (FY2021) ending 30 June 2021.Back then, SGX paid out an annual dividend of S$0.055 but this has since risen to S$0.32 for FY2022.The bourse operator reported an encouraging set of financial numbers for its fiscal 2023’s first half (1H FY2023).Revenue rose 10% year on year to S$571 million while net profit surged by 30% year on year to S$285 million.SGX paid out a dividend of S$0.16 for 1H FY2023.The group’s multi-asset platform continues to attract clients who seek a wide range of risk management tools.Daily average volume (DAV) across equities, foreign exchange (FX), and commodities saw year on year increases for the half year.In particular, SGX’s iron ore product suite saw its DAV jump from 78,000 in 1H FY2021 to 131,000 in 1H FY2023, a record for iron ore volumes in the bourse operator’s history.Its FX platform is also doing well, with an average daily volume of US$68 billion for 1H FY2023, contributing 6% of total revenue.This division remains on track to achieve an average daily volume of US$100 billion in the medium term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940272630,"gmtCreate":1677987288821,"gmtModify":1677987863425,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"yeah. dump this first so we can buy . ","listText":"yeah. dump this first so we can buy . ","text":"yeah. dump this first so we can buy .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940272630","repostId":"1169401734","repostType":2,"repost":{"id":"1169401734","kind":"news","pubTimestamp":1677983349,"share":"https://ttm.financial/m/news/1169401734?lang=&edition=fundamental","pubTime":"2023-03-05 10:29","market":"us","language":"en","title":"Nvidia: Buy The AI Strategy - Not The Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1169401734","media":"Seeking Alpha","summary":"SummaryNVDA has chosen to sell its GPUs to hyperscalers and launch its cloud-native AI-training infr","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVDA has chosen to sell its GPUs to hyperscalers and launch its cloud-native AI-training infrastructure at the same time.</li><li>This shows that its aggressive R&D investments and SBC expenses were likely worth it, attributed to the company's leading market share in the discrete GPU segment.</li><li>However, with the stock trading at fair value, investors must proceed with caution in our view, since the AI hype may soon start to fade.</li><li>The same moderation has been observed with GOOG and MSFT stocks, suggesting potential volatility in the short term.</li><li>Do not chase this rally.</li></ul><p>We previously covered Nvidia (NASDAQ: NVDA)here, particularly its tailwind for recovery through China's reopening cadence. By diversifying into the IoT and Automotive markets, the management also continued to expand its strategic exposure to many end markets, supporting its premium valuations.</p><p>For this article, we will focus on the AI hype attributed to ChatGPT's success thus far, which may boost capex spending on GPUs in the intermediate term. On one hand, we reckon NVDA's financial tailwinds may be minimal, attributed to the one-time capex implementation by interested tech companies. On the other hand, the management has strategically planned one step ahead by incorporating its AI training infrastructure into a cloud-native platform. We shall discuss this further.</p><p><b>The Cloud-Native AI-Training Investment Thesis</b></p><p>NVDA has chosen to participate in the ongoing ChatGPT and AI hype, by unveiling itsNVIDIA DGX Cloudsupportedby Oracle Cloud Infrastructure (NYSE: ORCL), Alphabet's Google Cloud (NASDAQ: GOOG) (NASDAQ: GOOGL), and Microsoft's Azure (MSFT), amongst others. As highlighted by the company, the AI service will also be an extension of its cloud partners' existing storage/ networking/security offerings.</p><p>We posit that the GPU designer may be offering the same support currently enjoyed by OpenAI, including "the AI supercomputer infrastructure, model algorithms, data processing, and training techniques." On top of that, the company plans to provide pre-trained and customizable generative AI models.</p><p>Notably, MSFT also introduced a similar service in November 2021, with a public launch available from January 2023 onwards. Due to the immense associated costs of custom supercomputers used in AI training, the cloud-native pay-per-use model may be more appealing to smaller-medium tech companies with lower capital resources.</p><p>This also builds upon the nominal revenue contribution from one-time capital expenditures and the two-year replacement cycles for data center GPUs, with the macroeconomic outlook remaining uncertain through 2023.</p><p>While NVDA had previously supplied OpenAI with 10K units of A100 GPUs for the training of GPT-3 AI model, rumors suggested that its next-gen GPT-4 model might utilize up to 25K GPUs. These numbers implied a minimal top-line contribution of $250M, or the equivalent of 0.9% of NVDA's FY2023 revenues, based on the product's current price of $10K each.</p><p>Therefore, the company's decision to offer the AI Software as a Service [SaaS] may prove to be another meaningful revenue stream in the long-term, in our opinion.</p><p>As long as NVDA maintains its cutting-edge technology, the tailwinds for long-term adoption and growth may be massive. This also builds upon its other SaaS offerings, such as the Omniverse, NVIDIA RTX, NVIDIA Drive Orin, and GeForce NOW cloud gaming service, amongst others.</p><p>Perhaps this was why the company continued to aggressively invest in its future while incurring elevated operating expenses, despite the impact of the PC headwinds. In FY2023, it reported $7.33B (+39.3% YoY) of R&D expenses and $2.7B (+35% YoY) Stock-Based Compensation, comprising 27.1% and 10% of its revenues at the same time.</p><p>These numbers are mostly higher in comparison to its peers over the last twelve months, such as Advanced Micro Devices (NASDAQ: AMD) at 21.1%/4.1%, Qualcomm (NASDAQ: QCOM) at 19.8%/5%, and Intel (NASDAQ: INTC) at 27.7%/4.9%, respectively.</p><p>However, with NVDA retaining its title as the leader in the discrete GPU market at an 86% market share as of FQ3'22, it appeared that its efforts and expenses have paid off handsomely. We think these endeavors prove that the company was more than capable in baking its own cake and eating it too, by selling both GPU hardware and AI-training SaaS at the same time.</p><p>Combined with the optimistic early recovery in gaming demand, attributed to its recently launched Ada Lovelace architecture, we concur that its inventory correction may be largely over, as highlighted by Colette Kress, CFO of NVDA:</p><blockquote>Sequential growth was driven by desktop workstations with strengths in the automotive and manufacturing industrial verticals. Year-on-year decline reflects the impact of the channel inventory correction, which we expect to end in the first half of the year. (Seeking Alpha)</blockquote><p>Things may also rapidly pick up over the next few quarters, due to China's rapid reopening cadence and the country's large gaming base. The country (including Taiwan) accounted for 47.3% of NVDA's revenues in FY2022, attributed to its robust appetite for data center and gaming products.</p><p>Interested investors may be interested to refer to our previous article, to find out more about NVDA's market opportunities in China, through cloud-gaming, Advanced Driver Assistance Systems [ADAS], and AI-chips, amongst others.</p><p><b>So, Is NVDA Stock A Buy, Sell, or Hold?</b></p><p><b>NVDA 1Y EV/Revenue and P/E Valuations</b></p><p><img src=\"https://static.tigerbbs.com/e7099d10d09bfb6ef033ff74c7423c7e\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>S&P Capital IQ</p><p>NVDA is currently trading at an EV/NTM Revenue of 19.27x and NTM P/E of 52.27x, higher than its 3Y pre-pandemic mean of 9.57x and 33.56x, respectively. We also believe it is still too optimistic against its 1Y mean of 14.34x and 39.69x, respectively.</p><p>Based on its projected FY2025 EPS of $5.87 and its 1Y mean P/E, we are looking at a moderate price target of $232.98, suggesting a minimal upside potential from current levels.</p><p><b>NVDA 1Y Stock Price</b></p><p><img src=\"https://static.tigerbbs.com/2947e5b4a6c2626458d8dd3acec75345\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Trading View</p><p>This is unsurprising since NVDA had recovered by +13.2% to $235.01 on the days after its FQ4'23 earnings call. Otherwise, the stock had rallied tremendously by +67.4% from the December 2022 levels of $140.36 and by +117.3% from October bottom of $108.13.</p><p>While the stock is now at around fair value, we reckon that it may be unwise to add at current levels, due to the minimal upside potential. TheAI hypemay soon start to fade as well, as witnessed with GOOG stock declining by -15.7% and the MSFT stock by -6.8% over the past few weeks.</p><p>Particularly, similar boom-and-bust cycles have been observed over the past few trends, including cryptocurrencies in 2020 and the Metaverse in 2021. Most had not ended well to the chagrin of investors.</p><p><b>BTC & NVDA 3Y Price</b></p><p><img src=\"https://static.tigerbbs.com/8a52d1688a60545320a738f130c3dc6e\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Trading View</p><p>Bitcoin's price surged by 792.3% then, from $7.34K in January 2020 to $65.5K in November 2021, a peak price triggered by the hyper pandemic boom. Unfortunately, the optimism had waned due to thecryptocurrency winter, plunging its prices by -62.9% to $23.88K at the time of writing, bringing many other coins, NFTs, and blockchain along with it.</p><p>As its GPUs have often been used to mine cryptos, the cryptocurrency market may continue to influence NVDA's performance in the intermediate term, as similarly described in its financial report:</p><blockquote>Our Gaming GPUs began to be used for digital currency mining, including blockchain-based platforms such as Ethereum... Volatility in the cryptocurrency market... has impacted and can in the future impact cryptocurrency mining and demand for our products and can further impact our ability to estimate demand for our products. (Seeking Alpha)</blockquote><p>The Metaverse hype had also been promoted by Facebook, with it strategically changing its company name to Meta (NASDAQ:META) inOctober 2021. At that time, NVDA was also a beneficiary, due to its timely release of digital twin/Omniverse offerings. Market demand had remained robust thus far, growing by 13% QoQ to $226M in revenues for theProfessional Visualizationsegment by FQ4'22.</p><p>However, it was apparent that the real money was still in NVDA's hardware. In FY2023, the Professional Visualization segment only comprised $1.54B/ 5.7% of its revenues. This was a token sum, compared to the company's main revenue drivers, the Data Center segment at $15.01B/ 55.6% and the Gaming segment at $9.07B/ 33.6% at the same time.</p><p>While we are uncertain how its AI endeavor through NVIDIA DGX Cloud may perform moving forward, we remain invested in its forward execution on AI, since the SaaS segment is also meant to "optimizethe use of its GPUs."</p><p>Nonetheless, we prefer to rate the NVDA stock as a Hold now, given the massive +37.38% recovery since our buy rating at $168.99 in our previous January 2023 article. Investors may want to wait for the optimism to fade a little before adding.</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>Nvidia: Buy The AI Strategy - Not The Rally</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\">\nNvidia: Buy The AI Strategy - Not The Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-05 10:29 GMT+8 <a href=https://seekingalpha.com/article/4583445-nvidia-buy-the-ai-strategy-not-the-rally><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVDA has chosen to sell its GPUs to hyperscalers and launch its cloud-native AI-training infrastructure at the same time.This shows that its aggressive R&D investments and SBC expenses were ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583445-nvidia-buy-the-ai-strategy-not-the-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4583445-nvidia-buy-the-ai-strategy-not-the-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169401734","content_text":"SummaryNVDA has chosen to sell its GPUs to hyperscalers and launch its cloud-native AI-training infrastructure at the same time.This shows that its aggressive R&D investments and SBC expenses were likely worth it, attributed to the company's leading market share in the discrete GPU segment.However, with the stock trading at fair value, investors must proceed with caution in our view, since the AI hype may soon start to fade.The same moderation has been observed with GOOG and MSFT stocks, suggesting potential volatility in the short term.Do not chase this rally.We previously covered Nvidia (NASDAQ: NVDA)here, particularly its tailwind for recovery through China's reopening cadence. By diversifying into the IoT and Automotive markets, the management also continued to expand its strategic exposure to many end markets, supporting its premium valuations.For this article, we will focus on the AI hype attributed to ChatGPT's success thus far, which may boost capex spending on GPUs in the intermediate term. On one hand, we reckon NVDA's financial tailwinds may be minimal, attributed to the one-time capex implementation by interested tech companies. On the other hand, the management has strategically planned one step ahead by incorporating its AI training infrastructure into a cloud-native platform. We shall discuss this further.The Cloud-Native AI-Training Investment ThesisNVDA has chosen to participate in the ongoing ChatGPT and AI hype, by unveiling itsNVIDIA DGX Cloudsupportedby Oracle Cloud Infrastructure (NYSE: ORCL), Alphabet's Google Cloud (NASDAQ: GOOG) (NASDAQ: GOOGL), and Microsoft's Azure (MSFT), amongst others. As highlighted by the company, the AI service will also be an extension of its cloud partners' existing storage/ networking/security offerings.We posit that the GPU designer may be offering the same support currently enjoyed by OpenAI, including \"the AI supercomputer infrastructure, model algorithms, data processing, and training techniques.\" On top of that, the company plans to provide pre-trained and customizable generative AI models.Notably, MSFT also introduced a similar service in November 2021, with a public launch available from January 2023 onwards. Due to the immense associated costs of custom supercomputers used in AI training, the cloud-native pay-per-use model may be more appealing to smaller-medium tech companies with lower capital resources.This also builds upon the nominal revenue contribution from one-time capital expenditures and the two-year replacement cycles for data center GPUs, with the macroeconomic outlook remaining uncertain through 2023.While NVDA had previously supplied OpenAI with 10K units of A100 GPUs for the training of GPT-3 AI model, rumors suggested that its next-gen GPT-4 model might utilize up to 25K GPUs. These numbers implied a minimal top-line contribution of $250M, or the equivalent of 0.9% of NVDA's FY2023 revenues, based on the product's current price of $10K each.Therefore, the company's decision to offer the AI Software as a Service [SaaS] may prove to be another meaningful revenue stream in the long-term, in our opinion.As long as NVDA maintains its cutting-edge technology, the tailwinds for long-term adoption and growth may be massive. This also builds upon its other SaaS offerings, such as the Omniverse, NVIDIA RTX, NVIDIA Drive Orin, and GeForce NOW cloud gaming service, amongst others.Perhaps this was why the company continued to aggressively invest in its future while incurring elevated operating expenses, despite the impact of the PC headwinds. In FY2023, it reported $7.33B (+39.3% YoY) of R&D expenses and $2.7B (+35% YoY) Stock-Based Compensation, comprising 27.1% and 10% of its revenues at the same time.These numbers are mostly higher in comparison to its peers over the last twelve months, such as Advanced Micro Devices (NASDAQ: AMD) at 21.1%/4.1%, Qualcomm (NASDAQ: QCOM) at 19.8%/5%, and Intel (NASDAQ: INTC) at 27.7%/4.9%, respectively.However, with NVDA retaining its title as the leader in the discrete GPU market at an 86% market share as of FQ3'22, it appeared that its efforts and expenses have paid off handsomely. We think these endeavors prove that the company was more than capable in baking its own cake and eating it too, by selling both GPU hardware and AI-training SaaS at the same time.Combined with the optimistic early recovery in gaming demand, attributed to its recently launched Ada Lovelace architecture, we concur that its inventory correction may be largely over, as highlighted by Colette Kress, CFO of NVDA:Sequential growth was driven by desktop workstations with strengths in the automotive and manufacturing industrial verticals. Year-on-year decline reflects the impact of the channel inventory correction, which we expect to end in the first half of the year. (Seeking Alpha)Things may also rapidly pick up over the next few quarters, due to China's rapid reopening cadence and the country's large gaming base. The country (including Taiwan) accounted for 47.3% of NVDA's revenues in FY2022, attributed to its robust appetite for data center and gaming products.Interested investors may be interested to refer to our previous article, to find out more about NVDA's market opportunities in China, through cloud-gaming, Advanced Driver Assistance Systems [ADAS], and AI-chips, amongst others.So, Is NVDA Stock A Buy, Sell, or Hold?NVDA 1Y EV/Revenue and P/E ValuationsS&P Capital IQNVDA is currently trading at an EV/NTM Revenue of 19.27x and NTM P/E of 52.27x, higher than its 3Y pre-pandemic mean of 9.57x and 33.56x, respectively. We also believe it is still too optimistic against its 1Y mean of 14.34x and 39.69x, respectively.Based on its projected FY2025 EPS of $5.87 and its 1Y mean P/E, we are looking at a moderate price target of $232.98, suggesting a minimal upside potential from current levels.NVDA 1Y Stock PriceTrading ViewThis is unsurprising since NVDA had recovered by +13.2% to $235.01 on the days after its FQ4'23 earnings call. Otherwise, the stock had rallied tremendously by +67.4% from the December 2022 levels of $140.36 and by +117.3% from October bottom of $108.13.While the stock is now at around fair value, we reckon that it may be unwise to add at current levels, due to the minimal upside potential. TheAI hypemay soon start to fade as well, as witnessed with GOOG stock declining by -15.7% and the MSFT stock by -6.8% over the past few weeks.Particularly, similar boom-and-bust cycles have been observed over the past few trends, including cryptocurrencies in 2020 and the Metaverse in 2021. Most had not ended well to the chagrin of investors.BTC & NVDA 3Y PriceTrading ViewBitcoin's price surged by 792.3% then, from $7.34K in January 2020 to $65.5K in November 2021, a peak price triggered by the hyper pandemic boom. Unfortunately, the optimism had waned due to thecryptocurrency winter, plunging its prices by -62.9% to $23.88K at the time of writing, bringing many other coins, NFTs, and blockchain along with it.As its GPUs have often been used to mine cryptos, the cryptocurrency market may continue to influence NVDA's performance in the intermediate term, as similarly described in its financial report:Our Gaming GPUs began to be used for digital currency mining, including blockchain-based platforms such as Ethereum... Volatility in the cryptocurrency market... has impacted and can in the future impact cryptocurrency mining and demand for our products and can further impact our ability to estimate demand for our products. (Seeking Alpha)The Metaverse hype had also been promoted by Facebook, with it strategically changing its company name to Meta (NASDAQ:META) inOctober 2021. At that time, NVDA was also a beneficiary, due to its timely release of digital twin/Omniverse offerings. Market demand had remained robust thus far, growing by 13% QoQ to $226M in revenues for theProfessional Visualizationsegment by FQ4'22.However, it was apparent that the real money was still in NVDA's hardware. In FY2023, the Professional Visualization segment only comprised $1.54B/ 5.7% of its revenues. This was a token sum, compared to the company's main revenue drivers, the Data Center segment at $15.01B/ 55.6% and the Gaming segment at $9.07B/ 33.6% at the same time.While we are uncertain how its AI endeavor through NVIDIA DGX Cloud may perform moving forward, we remain invested in its forward execution on AI, since the SaaS segment is also meant to \"optimizethe use of its GPUs.\"Nonetheless, we prefer to rate the NVDA stock as a Hold now, given the massive +37.38% recovery since our buy rating at $168.99 in our previous January 2023 article. Investors may want to wait for the optimism to fade a little before adding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949144149,"gmtCreate":1678458402681,"gmtModify":1678461135167,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"buying more on Monday.. ride this cash cow baby!","listText":"buying more on Monday.. ride this cash cow baby!","text":"buying more on Monday.. ride this cash cow baby!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949144149","repostId":"2318992962","repostType":4,"repost":{"id":"2318992962","kind":"highlight","pubTimestamp":1678455864,"share":"https://ttm.financial/m/news/2318992962?lang=&edition=fundamental","pubTime":"2023-03-10 21:44","market":"us","language":"en","title":"2 Reasons to Buy Amazon Stock Before It's Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=2318992962","media":"Motley Fool","summary":"Stocks may be on the cusp of a recovery. Make sure you don't miss out.","content":"<html><head></head><body><p>The 2022 bear market was brutal. The <b>Nasdaq Composite Index </b>ended last year down by about 33%. However, it has been recovering nicely in 2023: For the last 12 months, it's now down just 9.6%. <b>Amazon</b>, though, underperformed the index across both of those periods, and even after a modest bounce so far in 2023, its stock is down a whopping 32% over the past 12 months. </p><p>While it is difficult to time the market, falling inflation and resilient economic data could represent the light at the end of the tunnel. Let's discuss two reasons Amazon could be a great way to bet on a looming new bull market. </p><h2>The core businesses</h2><p>Amazon's fourth-quarter results were lackluster. While revenue grew by 9% year over year to $149.2 billion, net income fell from $14.3 billion to just $278 million -- and this was far from a one-off problem. The tech giant lost money in two out of the four quarters of 2022 because of ongoing challenges in its core e-commerce and cloud computing businesses. </p><p>While Amazon's e-commerce revenue continues to grow, margins are deteriorating because of skyrocketing fulfillment and delivery costs. Much of this has to do with inflation and pandemic-era overexpansion. The company has also seen an erosion in its cloud computing segment as enterprise clients look to trim costs in this period of economic uncertainty. The good news is that both of these challenges look temporary. </p><p>Inflation is already falling as the Federal Reserve's rate hikes impact the economy, and fuel costs have dropped. Further, CEO Andy Jassy believes that the cost-optimization in the cloud industry will only last for the "next couple of quarters" -- likely because Amazon Web Services helps companies handle the data they need to grow. While Amazon's core businesses wait to rebound, investors should pay close attention to its new growth drivers. </p><h2>Healthcare and digital advertising?</h2><p>Amazon's scale and network effects helped it dominate e-commerce and cloud computing. And these strengths can also provide it with advantages as it pursues new opportunities in areas like healthcare and digital advertising. </p><p>In the fourth quarter, its ad business grew 19% to $11.6 billion. With its shopping-motivated user base of more than 300 million active accounts, Amazon has plenty of data to use for targeting ads, which could allow it to charge higher rates for ad placements. </p><p>The company is also betting on healthcare through One Medical, which it acquired for $3.9 billion in February. Amazon already has a toehold in the healthcare industry through its Amazon Care brand. This latest deal is likely designed to expand its prescription-delivery service and primary care network. </p><p>While it is too early to know for sure, healthcare could eventually become another driver of growth and diversification for the company. </p><h2>A great way to bet on a rebound</h2><p>It is impossible to know exactly when Wall Street will enter another sustained bull market. But if history is anything to go by, what went down will eventually rise up. Companies like Amazon face significant challenges. But their substantial share-price declines in 2022 have priced in some of those risks. </p><p>Investors can look forward to a recovery in Amazon's e-commerce and cloud computing businesses while digital advertising and healthcare potentially power its next leg of growth. The company looks like a great way to bet on a stock market rebound. </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 Reasons to Buy Amazon Stock Before It's Too Late</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 Reasons to Buy Amazon Stock Before It's Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-10 21:44 GMT+8 <a href=https://www.fool.com/investing/2023/03/09/a-bull-market-is-coming-2-reasons-to-buy-amazon-st/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 2022 bear market was brutal. The Nasdaq Composite Index ended last year down by about 33%. However, it has been recovering nicely in 2023: For the last 12 months, it's now down just 9.6%. Amazon, ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/09/a-bull-market-is-coming-2-reasons-to-buy-amazon-st/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/03/09/a-bull-market-is-coming-2-reasons-to-buy-amazon-st/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318992962","content_text":"The 2022 bear market was brutal. The Nasdaq Composite Index ended last year down by about 33%. However, it has been recovering nicely in 2023: For the last 12 months, it's now down just 9.6%. Amazon, though, underperformed the index across both of those periods, and even after a modest bounce so far in 2023, its stock is down a whopping 32% over the past 12 months. While it is difficult to time the market, falling inflation and resilient economic data could represent the light at the end of the tunnel. Let's discuss two reasons Amazon could be a great way to bet on a looming new bull market. The core businessesAmazon's fourth-quarter results were lackluster. While revenue grew by 9% year over year to $149.2 billion, net income fell from $14.3 billion to just $278 million -- and this was far from a one-off problem. The tech giant lost money in two out of the four quarters of 2022 because of ongoing challenges in its core e-commerce and cloud computing businesses. While Amazon's e-commerce revenue continues to grow, margins are deteriorating because of skyrocketing fulfillment and delivery costs. Much of this has to do with inflation and pandemic-era overexpansion. The company has also seen an erosion in its cloud computing segment as enterprise clients look to trim costs in this period of economic uncertainty. The good news is that both of these challenges look temporary. Inflation is already falling as the Federal Reserve's rate hikes impact the economy, and fuel costs have dropped. Further, CEO Andy Jassy believes that the cost-optimization in the cloud industry will only last for the \"next couple of quarters\" -- likely because Amazon Web Services helps companies handle the data they need to grow. While Amazon's core businesses wait to rebound, investors should pay close attention to its new growth drivers. Healthcare and digital advertising?Amazon's scale and network effects helped it dominate e-commerce and cloud computing. And these strengths can also provide it with advantages as it pursues new opportunities in areas like healthcare and digital advertising. In the fourth quarter, its ad business grew 19% to $11.6 billion. With its shopping-motivated user base of more than 300 million active accounts, Amazon has plenty of data to use for targeting ads, which could allow it to charge higher rates for ad placements. The company is also betting on healthcare through One Medical, which it acquired for $3.9 billion in February. Amazon already has a toehold in the healthcare industry through its Amazon Care brand. This latest deal is likely designed to expand its prescription-delivery service and primary care network. While it is too early to know for sure, healthcare could eventually become another driver of growth and diversification for the company. A great way to bet on a reboundIt is impossible to know exactly when Wall Street will enter another sustained bull market. But if history is anything to go by, what went down will eventually rise up. Companies like Amazon face significant challenges. But their substantial share-price declines in 2022 have priced in some of those risks. Investors can look forward to a recovery in Amazon's e-commerce and cloud computing businesses while digital advertising and healthcare potentially power its next leg of growth. The company looks like a great way to bet on a stock market rebound.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957255434,"gmtCreate":1677317221128,"gmtModify":1677318710222,"author":{"id":"4136794554654892","authorId":"4136794554654892","name":"yobobs","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4136794554654892","authorIdStr":"4136794554654892"},"themes":[],"htmlText":"article is a bull trap? hope not. ","listText":"article is a bull trap? hope not. ","text":"article is a bull trap? hope not.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957255434","repostId":"2314334268","repostType":2,"repost":{"id":"2314334268","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":1677280987,"share":"https://ttm.financial/m/news/2314334268?lang=&edition=fundamental","pubTime":"2023-02-25 07:23","market":"us","language":"en","title":"Elon Musk to Unveil Tesla's \"Master Plan 3\" on Wednesday's Investor Day -- Here's What to Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2314334268","media":"Dow Jones","summary":"Tesla Inc. Chief Executive Elon Musk teased a \"Master Plan 3\" for the electric-vehicle maker on Wedn","content":"<html><head></head><body><p>Tesla Inc. Chief Executive Elon Musk teased a "Master Plan 3" for the electric-vehicle maker on Wednesday, nearly a year after he first tweeted about the blueprint.</p><p>Musk said earlier this month that the plan's details will be unveiled at Tesla's <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> investor day Wednesday at the company's Texas headquarters.</p><p>"We suspect his plan will tie together" with Tesla's 2016 Master Plan 2, mentioning robotaxis, shared rides to reduce driving miles, "megapack" batteries, and recycling targets, said Chris McNally, an analyst with Evercore ISI.</p><p>Tesla could also give investors hints about a new, cheaper EV platform, said Toni Sacconaghi at Bernstein.</p><p>"We believe that the most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform," he said.</p><p>A product announcement would be unlikely, but investors would welcome "incremental detail on pricing, offering and especially timing."</p><p>Musk tweeted on March 16, 2022, that he was "working on" the plan:</p><p>Musk released the second Master Plan in March 2016, promising a few things that have fallen short of reality.</p><p>Tesla still does not have an electric bus, for instance, and a basic trim of its cheapest electric vehicle, the Model 3 sedan, starts at $43,500. Tesla said in January that a "next generation" vehicle platform is in the wings.</p><p>Part 2 also included some autonomy and car-sharing goals that haven't come to pass.</p><p>The first plan, from 2006, outlined Tesla's strategy of starting off with a pricey and highly desirable sports car as a springboard to future more affordable EVs.</p><p>Autopilot and Full Self Driving, Tesla's suite of advanced driver-assistance systems for highway and urban driving, are under probes from several state and federal agencies. Tesla is currently going through a FSD recall.</p><p>Tesla "robotaxis," shared driverless cars, are also not yet available.</p><p>Consumer Reports recently ranked Autopilot "middle of the pack" in autonomy, bestowing higher marks on Ford Motor Co.'s <a href=\"https://laohu8.com/S/F\">$(F)$</a> BlueCruise and on General Motors Co.'s <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> SuperCruise.</p><p>"Tesla hasn't changed Autopilot's basic functionality much since it first came out, instead just adding more features to it," Consumer Reports said.</p><p>For all ADAS, Consumer Reports cautioned that driver attention is needed at all times, saying that "cars that can truly and safely drive themselves remain a long way off."</p><p>Shares of Tesla have lost 26% in the past 12 months, compared with losses of around 7% for the S&P 500 index.</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>Elon Musk to Unveil Tesla's \"Master Plan 3\" on Wednesday's Investor Day -- Here's What to Expect</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk to Unveil Tesla's \"Master Plan 3\" on Wednesday's Investor Day -- Here's What to Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-25 07:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc. Chief Executive Elon Musk teased a "Master Plan 3" for the electric-vehicle maker on Wednesday, nearly a year after he first tweeted about the blueprint.</p><p>Musk said earlier this month that the plan's details will be unveiled at Tesla's <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> investor day Wednesday at the company's Texas headquarters.</p><p>"We suspect his plan will tie together" with Tesla's 2016 Master Plan 2, mentioning robotaxis, shared rides to reduce driving miles, "megapack" batteries, and recycling targets, said Chris McNally, an analyst with Evercore ISI.</p><p>Tesla could also give investors hints about a new, cheaper EV platform, said Toni Sacconaghi at Bernstein.</p><p>"We believe that the most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform," he said.</p><p>A product announcement would be unlikely, but investors would welcome "incremental detail on pricing, offering and especially timing."</p><p>Musk tweeted on March 16, 2022, that he was "working on" the plan:</p><p>Musk released the second Master Plan in March 2016, promising a few things that have fallen short of reality.</p><p>Tesla still does not have an electric bus, for instance, and a basic trim of its cheapest electric vehicle, the Model 3 sedan, starts at $43,500. Tesla said in January that a "next generation" vehicle platform is in the wings.</p><p>Part 2 also included some autonomy and car-sharing goals that haven't come to pass.</p><p>The first plan, from 2006, outlined Tesla's strategy of starting off with a pricey and highly desirable sports car as a springboard to future more affordable EVs.</p><p>Autopilot and Full Self Driving, Tesla's suite of advanced driver-assistance systems for highway and urban driving, are under probes from several state and federal agencies. Tesla is currently going through a FSD recall.</p><p>Tesla "robotaxis," shared driverless cars, are also not yet available.</p><p>Consumer Reports recently ranked Autopilot "middle of the pack" in autonomy, bestowing higher marks on Ford Motor Co.'s <a href=\"https://laohu8.com/S/F\">$(F)$</a> BlueCruise and on General Motors Co.'s <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> SuperCruise.</p><p>"Tesla hasn't changed Autopilot's basic functionality much since it first came out, instead just adding more features to it," Consumer Reports said.</p><p>For all ADAS, Consumer Reports cautioned that driver attention is needed at all times, saying that "cars that can truly and safely drive themselves remain a long way off."</p><p>Shares of Tesla have lost 26% in the past 12 months, compared with losses of around 7% for the S&P 500 index.</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","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4099":"汽车制造商","LU1548497426.USD":"安联环球人工智能AT Acc","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4548":"巴美列捷福持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4555":"新能源车","TSLA":"特斯拉","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314334268","content_text":"Tesla Inc. Chief Executive Elon Musk teased a \"Master Plan 3\" for the electric-vehicle maker on Wednesday, nearly a year after he first tweeted about the blueprint.Musk said earlier this month that the plan's details will be unveiled at Tesla's $(TSLA)$ investor day Wednesday at the company's Texas headquarters.\"We suspect his plan will tie together\" with Tesla's 2016 Master Plan 2, mentioning robotaxis, shared rides to reduce driving miles, \"megapack\" batteries, and recycling targets, said Chris McNally, an analyst with Evercore ISI.Tesla could also give investors hints about a new, cheaper EV platform, said Toni Sacconaghi at Bernstein.\"We believe that the most important issue for Tesla going into its analyst day is the status of its next-gen, lower-cost vehicle platform,\" he said.A product announcement would be unlikely, but investors would welcome \"incremental detail on pricing, offering and especially timing.\"Musk tweeted on March 16, 2022, that he was \"working on\" the plan:Musk released the second Master Plan in March 2016, promising a few things that have fallen short of reality.Tesla still does not have an electric bus, for instance, and a basic trim of its cheapest electric vehicle, the Model 3 sedan, starts at $43,500. Tesla said in January that a \"next generation\" vehicle platform is in the wings.Part 2 also included some autonomy and car-sharing goals that haven't come to pass.The first plan, from 2006, outlined Tesla's strategy of starting off with a pricey and highly desirable sports car as a springboard to future more affordable EVs.Autopilot and Full Self Driving, Tesla's suite of advanced driver-assistance systems for highway and urban driving, are under probes from several state and federal agencies. Tesla is currently going through a FSD recall.Tesla \"robotaxis,\" shared driverless cars, are also not yet available.Consumer Reports recently ranked Autopilot \"middle of the pack\" in autonomy, bestowing higher marks on Ford Motor Co.'s $(F)$ BlueCruise and on General Motors Co.'s $(GM)$ SuperCruise.\"Tesla hasn't changed Autopilot's basic functionality much since it first came out, instead just adding more features to it,\" Consumer Reports said.For all ADAS, Consumer Reports cautioned that driver attention is needed at all times, saying that \"cars that can truly and safely drive themselves remain a long way off.\"Shares of Tesla have lost 26% in the past 12 months, compared with losses of around 7% for the S&P 500 index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}