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2023-06-07

THanks for continuing to offer great promotions

2023-06-07

Great ariticle, would you like to share it?

@TigerEvents:Light up your investing with Tiger, play and win prizes worth up to USD 999

2023-04-10

Good luck to all fun game

2023-04-09

Tiger brokers woooo you the best

2023-04-06

THanks tiger appreciate it

2023-04-05

WOOo happy Easter find those eggs

2023-04-04

Thank you tiger, great event

2023-04-04

Great ariticle, would you like to share it?

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-03-31

Thank you

7 Undervalued Growth Stocks to Buy Before They Take Off

2023-03-25

thanks

@YT Finance: Sofi Stock Gets a Boost! Palantir stock news! Nio stock Analysis! TSLA stock update!From Youtube: https://www.youtube.com/watch?v=i4XkjIybAM8

2023-03-24

Yay

3 Dividend Stocks That Could Soar 43% to 70%, According to Wall Street

2023-02-05

THanks!

'The Big Short' Michael Burry Says Sell, Inflation Is Not Over

2023-02-05

Thank you very informative

Intel: No Thank You At $30 - Hell Yes At $15

2023-02-01

THanks

Option Movers | AMD, Snap, Pfizer and GM See Unusual Activities

2023-02-01

THanks!

These 2 Stocks Helped the Market Finish January Strong

2023-01-31

Thanks good read

Nvidia: ChatGPT Is A Growth Catalyst

2023-01-27

Good information, thank you

Microsoft: Bulls Are Still Standing On Shaky Legs

2023-01-21

$Tesla Motors(TSLA)$ 180 usd

Go to Tiger App to see more news

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Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game! 🎁💎Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard! 🏆🚀Tag your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger! 🐯✨Don't miss out on this limited-time opportunity! Campaign period: 6th June to 27th June.*T&amp;Cs apply.👉<a href=\"https://tigr.link/lightupau\" target=\"_blank\"> Click here to start p</a>","listText":"🔥 Join our exclusive \"Light up Your Investing\" campaign with Tiger! 💼💰Participate in our game and win fantastic USD 999 prizes! 🎉🤑Unveil the allure of various regions as you progress through exciting game levels. 🌍But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game! 🎁💎Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard! 🏆🚀Tag your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger! 🐯✨Don't miss out on this limited-time opportunity! Campaign period: 6th June to 27th June.*T&amp;Cs apply.👉<a href=\"https://tigr.link/lightupau\" target=\"_blank\"> Click here to start p</a>","text":"🔥 Join our exclusive \"Light up Your Investing\" campaign with Tiger! 💼💰Participate in our game and win fantastic USD 999 prizes! 🎉🤑Unveil the allure of various regions as you progress through exciting game levels. 🌍But wait, there's more! 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Campaign period: 6th June to 27th June.*T&Cs apply.👉 Click here to start 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best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946451656","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948494229,"gmtCreate":1680759982661,"gmtModify":1680759986938,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"THanks tiger appreciate it","listText":"THanks tiger appreciate it","text":"THanks tiger appreciate 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You could be a lucky winner by jumping and catching the egg. 🐇You can also invite friends to join in on the fun and earn more points. Plus, you can challenge your friends to see who can earn the most points and come out on top.Play now! Don't miss out on this egg-citing opportunity to win big! 🥳🐣<a href=\"https://www.tigerbrokers.com.au/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now！</a>","listText":"🐰🌷 Hop into Easter and join Tiger's Egg Hunt! 🎉We're giving away free Disney stocks, USD120 stock vouchers, and more to lucky players who participate in our Easter game. 🎁🌟It's easy to play! You could be a lucky winner by jumping and catching the egg. 🐇You can also invite friends to join in on the fun and earn more points. Plus, you can challenge your friends to see who can earn the most points and come out on top.Play now! Don't miss out on this egg-citing opportunity to win big! 🥳🐣<a href=\"https://www.tigerbrokers.com.au/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now！</a>","text":"🐰🌷 Hop into Easter and join Tiger's Egg Hunt! 🎉We're giving away free Disney stocks, USD120 stock vouchers, and more to lucky players who participate in our Easter game. 🎁🌟It's easy to play! You could be a lucky winner by jumping and catching the egg. 🐇You can also invite friends to join in on the fun and earn more points. Plus, you can challenge your friends to see who can earn the most points and come out on top.Play now! Don't miss out on this egg-citing opportunity to win big! 🥳🐣Join our Easter campaign now！","images":[{"img":"https://community-static.tradeup.com/news/25550a0faff90c6eead728b9b07143aa","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960885","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941673252,"gmtCreate":1680237787977,"gmtModify":1680237791775,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941673252","repostId":"2323745014","repostType":4,"repost":{"id":"2323745014","kind":"highlight","pubTimestamp":1680222146,"share":"https://ttm.financial/m/news/2323745014?lang=&edition=fundamental","pubTime":"2023-03-31 08:22","market":"us","language":"en","title":"7 Undervalued Growth Stocks to Buy Before They Take Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2323745014","media":"InvestorPlace","summary":"Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is pois","content":"<html><head></head><body><ul><li><p><strong>Roku</strong> (<strong><u>ROKU</u></strong>): Roku is getting a lift from the rebounding TV ad market.</p></li><li><p><strong>Plug Power</strong> (<strong><u>PLUG</u></strong>): PLUG is poised to become a major supplier of green hydrogen to a large airlines.</p></li><li><p><strong>Darden</strong> (<strong><u>DRI</u></strong>): DRI reported outstanding quarterly results this month.</p></li><li><p>Keep reading to find the complete list of undervalued growth stocks!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9691c73d2c90fafebcc65ae4d5ebc19\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: REDPIXEL.PL / Shutterstock.com</p><p>With the mini-banking crisis ebbing, the Fed poised to stop raising interest rates, and strong economic growth, it’s a good time to find undervalued growth stocks to buy.</p><p>Significant parts of most of the American banks that have failed in recent weeks have been acquired, while a troublesome European bank, Credit Suisse, was bought by <strong>UBS </strong>(NYSE:<strong><u>UBS</u></strong>). Meanwhile, the flow of deposits from small banks to large banks “has slowed to a trickle in recent days, <em>CNBC</em> reported on March 25. The latter data indicate that the banking sector is quickly returning to normal after the mini-crisis. As a result, the mini-crisis is unlikely to trigger a recession and almost certainly won’t result in a credit crunch.</p><p>Further, the Fed is poised to finally take its foot off the brake, as most Fed officials expect to raise rates minimally for the rest of this year.</p><p>On the economic front, the labor market continues to be very strong, and the central bank expects the economy to grow at a scintillating, annualized pace of 3.2% this quarter.</p><p>Here are seven undervalued stocks to buy that will enable investors to take advantage of these favorable macro conditions.</p><h2>Undervalued Growth Stocks: Roku (ROKU)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a667fe0ddb71e20f994e71009e4d7590\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock</p><p>As I’ve pointed out in past columns, <strong>Roku </strong>(NASDAQ:<strong><u>ROKU</u></strong>) provides the leading operating system for streaming TV, which has become consumers’ favorite way to watch television. And I’ve noted that the supply chain and ad issues that have plagued the company in recent years should ebb as supply chains continue to improve.</p><p>Now the Street is catching on to ROKU stock’s strong, positive catalysts. That’s because investment bank Susquehanna raised its rating on ROKU to “positive” from “neutral.” The firm thinks the company’s financial results are “bottoming,” It will benefit over the long term as marketers move more ads to streaming channels.</p><p>The firm reported that the ad market appears to be improving, while Roku could soon start selling ads to other digital platforms. According to the investment bank, the latter initiative could enable Roku to collect additional “high margin revenue.”</p><p>ROKU is currently changing hands at a relatively low forward price-sales ratio of 2.35. Given Roku’s tremendous growth potential, I think the shares are meaningfully undervalued at current levels.</p><h2>Plug Power (PLUG)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8baac56f5c9242be08f484dc5169a823\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Postmodern Studio / Shutterstock</p><p><strong>Plug Power</strong> (NASDAQ:<strong><u>PLUG</u></strong>) continues to progress toward becoming a green-hydrogen giant. Specifically, the company announced on March 21 that it had found a way to make hydrogen-powered forklifts economical for the first time “for warehouses that operate fewer than 100 electric forklifts.”</p><p>According to PLUG, such warehouses buy “more than 25% of all forklifts sold in the U.S.”</p><p>Moreover, Plug provided hydrogen fuel cells for a recent successful test flight of a small plane that was partially powered by hydrogen. The plane is owned by <strong>Universal Hydrogen</strong>, which carried out the test and has made a deal to supply hydrogen to <strong>American Airlines</strong> (NASDAQ:<strong><u>AAL</u></strong>) “by 2025.” And America’s smaller, main planes are expected to start utilizing hydrogen around 2029.</p><p>Since PLUG is a major supplier of green hydrogen and is working with Universal Hydrogen, the latter company will likely buy a great deal of green hydrogen from Plug Power, lifting Plug’s financial results and PLUG stock in the process.</p><p>Plug Power is trading for just 1.3 times its 2026 revenue guidance of $5 billion, making the shares’ valuation quite attractive.</p><h2>Darden (DRI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bfb9f537e8a9add6ff029343c9197ab\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutterstock</p><p><strong>Darden</strong> (NYSE:<strong><u>DRI</u></strong>), which owns and operates many casual-dining restaurants, delivered beat-and-raise quarterly results on March 23.</p><p>Specifically, the company’s revenue soared 14% year-over-year, while its same-store sales climbed 11.7%. Meanwhile, Darden’s earnings per share came in at $2.34, and it increased its fiscal 2023 EPS estimate to $7.85-$8 from $7.60-$8.</p><p>Bank of America responded to the news by raising its price target on DRI stock to $172 from $170. The firm is upbeat on the company’s low-price strategy, and it thinks that DRI could beat its same-restaurant-sales-growth guidance of 3%-5% for the current quarter. The bank maintained a “buy” rating on the shares.</p><p>And calling Darden’s Q3 results “solid,” RBC Capital raised its price target on the shares to $165 from $160. The bank says that commodity prices are trending downwards, which maintained an “outperform” rating on DRI stock.</p><p>Given Darden’s strong growth, its forward price-to-earnings ratio of 16.8 times is quite attractive regarding undervalued growth stocks.</p><h2>Air Products &amp; Chemicals (APD)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b2f5b1fa69ce6ff3b5589cb9595c036\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Andy Borysowski / Shutterstock.com</p><p><em>InvestorPlace</em> columnist Chris Markoch recently reported that <strong>Air Products &amp; Chemicals </strong>(NYSE:<strong><u>APD</u></strong>) plans to spend “over $15 billion by 2027 to deliver large amounts of clean hydrogen.”</p><p>Thus, over the long term, APD will likely deliver strong growth as the demand for green hydrogen by trucking companies, airlines, and many other companies surges tremendously.</p><p>Supporting my theory, APD CEO Seifi Ghasemi said in February, “We continue to see significant opportunities…to bring green hydrogen to consumers around the world,”</p><p>And as Markoch points out, the company has low debt and a stable gas business, making the shares appealing to conservative investors. Also noteworthy is that APD expects its earnings per share, excluding certain items, to soar 9%-12% this year to $11.20-$11.50.</p><p>On March 7, investment bank Evercore added APD to its “Tactical Outpeform” list, citing the company’s favorable valuation and the strong outlook of its industrial gases business.</p><p>At the midpoint, that equates to a forward price-to-earnings ratio of 23.7 for APD stock. That valuation is very attractive, given the company’s strong profitability and a huge opportunity in green hydrogen.</p><h2>Canadian Solar (CSIQ)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f004b89489d4cb1df4ad5b421940e4b\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutter B Photo / Shutterstock.com</p><p><strong>Canadian Solar</strong> (NASDAQ:<strong><u>CSIQ</u></strong>) reported very strong fourth-quarter results, showing that it’s benefiting a great deal from the very rapid proliferation of solar energy. Specifically, the company’s shipments of solar modules soared 68% year-over-year, while its net income jumped almost 300% to $77.8 million. Moreover, its gross margin came in at nearly 17.7%, near the upper end of its guidance range. And analysts, on average, expect its EPS to soar 69% in 2023.</p><p>Importantly CEO Shawn Qu, speaking on the company’s Q4 earnings call, stated that he thinks gross margins can reach “20% to 30%..in [the] mid to long term.”</p><p>And impressively, CSIQ stock has a Composite Rating of 89 from IBD, including an RS score of 90,. The latter score indicates that CSIQ stock has meaningfully outperformed the market in the last year.</p><p>CSIQ should continue to benefit from the quickly increasing use of solar energy in many parts of the world, especially China and Europe, and from the electrification of transportation.</p><p>The stock’s forward price-to-earnings ratio of 5.75x is extremely low, making it one of the top undervalued growth stocks.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p><strong>PayPal </strong>(NASDAQ:<strong><u>PYPL</u></strong>) is clearly continuing to benefit from the ongoing growth of e-commerce and digital payments, along with strong consumer spending trends. Last quarter, its free cash flow climbed 4%, while it expects its earnings per share, excluding some items, to rise around 24% this quarter versus the same period a year earlier.</p><p>Going forward, the company may also get a boost from the accusations made by Hindenburg Research against <strong><a href=\"https://laohu8.com/S/SQ\">Block</a></strong> (NYSE:<strong><u>SQ</u></strong>). First, some investors who have sold SQ stock because of the accusations could look to buy PayPal instead. And secondly, PayPal does compete with Block to some extent, and some small businesses could give up Block and turn to PayPal in the wake of Hindenburg’s charges.</p><p>Also noteworthy is that outgoing CEO Dan Schulman, on March 9, said that “I think across our business, we’re seeing strength that’s beyond what we expected.” Schulman said that a rebound of e-commerce, or “discretionary spending,” may be responsible for the rebound.</p><p>Alternatively, PayPal could be gaining market share, he stated.</p><p>PYPL stock has a very attractive forward price-to-earnings ratio of 15x.</p><h2>Volkswagen (VWAGY)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1245be8a7f8896e9c3e078dcc4bd0ce6\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: multitel / Shutterstock.com</p><p><strong>Volkswagen’s </strong>(OTCMKTS:<strong><u>VWAGY</u></strong>) revenue climbed 11.6% last year, and it is second when it comes to global sales of automobiles. Additionally, the company’s earnings before taxes jumped 9.5% last year to 22 billion euros. And in the fourth quarter, its global auto sales climbed 11% compared to a year earlier.</p><p>Going forward, the automaker should benefit from improving economic trends in the EU. Indeed, the number of “new car registrations” in the bloc jumped 11.5% year-over-year last month.</p><p>Moreover, Volkswagen is a leader in the rapidly growing EV sector. Last quarter, its global EV sales jumped 24% year-over-year to 118,000. In the EU, overall EV sales soared 40% YOY last month, so Volkswagen’s leadership in the EV sector should boost its growth within Europe. And with the automaker planning to invest a great deal in its EV transformation going forward, it should benefit tremendously from the continued proliferation of EVs in Europe, the U.S., and China.</p><p>Despite all of these positive catalysts, Volkswagen has a tiny forward price-to-earnings ratio of just 4.9x. That makes it among the best undervalued growth stocks in my book.</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 Undervalued Growth Stocks to Buy Before They Take Off</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 Undervalued Growth Stocks to Buy Before They Take Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is poised to become a major supplier of green hydrogen to a large airlines.Darden (DRI): DRI reported ...</p>\n\n<a href=\"https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4581":"高盛持仓","BK4096":"电气部件与设备","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4209":"餐馆","BK4099":"汽车制造商","TQQQ":"纳指三倍做多ETF","BK4548":"巴美列捷福持仓","APD":"空气化工","BK4541":"氢能源","QID":"纳指两倍做空ETF","BK4528":"SaaS概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","ROKU":"Roku Inc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","PYPL":"PayPal","PLUG":"普拉格能源","LU1861217088.USD":"贝莱德金融科技A2","BK4008":"航空公司","BK4585":"ETF&股票定投概念","BK4101":"工业气体","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","SQQQ":"纳指三倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","VWAGY":"大众汽车ADR","BK4566":"资本集团","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4535":"淡马锡持仓","BK4524":"宅经济概念","DRI":"达登饭店","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4550":"红杉资本持仓","BK4500":"航空公司","BK4141":"半导体产品","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","CSIQ":"阿特斯太阳能","BK4503":"景林资产持仓","SQ":"Block","AAL":"美国航空","BK4118":"综合性资本市场","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4519":"光伏太阳能"},"source_url":"https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323745014","content_text":"Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is poised to become a major supplier of green hydrogen to a large airlines.Darden (DRI): DRI reported outstanding quarterly results this month.Keep reading to find the complete list of undervalued growth stocks!Source: REDPIXEL.PL / Shutterstock.comWith the mini-banking crisis ebbing, the Fed poised to stop raising interest rates, and strong economic growth, it’s a good time to find undervalued growth stocks to buy.Significant parts of most of the American banks that have failed in recent weeks have been acquired, while a troublesome European bank, Credit Suisse, was bought by UBS (NYSE:UBS). Meanwhile, the flow of deposits from small banks to large banks “has slowed to a trickle in recent days, CNBC reported on March 25. The latter data indicate that the banking sector is quickly returning to normal after the mini-crisis. As a result, the mini-crisis is unlikely to trigger a recession and almost certainly won’t result in a credit crunch.Further, the Fed is poised to finally take its foot off the brake, as most Fed officials expect to raise rates minimally for the rest of this year.On the economic front, the labor market continues to be very strong, and the central bank expects the economy to grow at a scintillating, annualized pace of 3.2% this quarter.Here are seven undervalued stocks to buy that will enable investors to take advantage of these favorable macro conditions.Undervalued Growth Stocks: Roku (ROKU)Source: Michael Vi / ShutterstockAs I’ve pointed out in past columns, Roku (NASDAQ:ROKU) provides the leading operating system for streaming TV, which has become consumers’ favorite way to watch television. And I’ve noted that the supply chain and ad issues that have plagued the company in recent years should ebb as supply chains continue to improve.Now the Street is catching on to ROKU stock’s strong, positive catalysts. That’s because investment bank Susquehanna raised its rating on ROKU to “positive” from “neutral.” The firm thinks the company’s financial results are “bottoming,” It will benefit over the long term as marketers move more ads to streaming channels.The firm reported that the ad market appears to be improving, while Roku could soon start selling ads to other digital platforms. According to the investment bank, the latter initiative could enable Roku to collect additional “high margin revenue.”ROKU is currently changing hands at a relatively low forward price-sales ratio of 2.35. Given Roku’s tremendous growth potential, I think the shares are meaningfully undervalued at current levels.Plug Power (PLUG)Source: Postmodern Studio / ShutterstockPlug Power (NASDAQ:PLUG) continues to progress toward becoming a green-hydrogen giant. Specifically, the company announced on March 21 that it had found a way to make hydrogen-powered forklifts economical for the first time “for warehouses that operate fewer than 100 electric forklifts.”According to PLUG, such warehouses buy “more than 25% of all forklifts sold in the U.S.”Moreover, Plug provided hydrogen fuel cells for a recent successful test flight of a small plane that was partially powered by hydrogen. The plane is owned by Universal Hydrogen, which carried out the test and has made a deal to supply hydrogen to American Airlines (NASDAQ:AAL) “by 2025.” And America’s smaller, main planes are expected to start utilizing hydrogen around 2029.Since PLUG is a major supplier of green hydrogen and is working with Universal Hydrogen, the latter company will likely buy a great deal of green hydrogen from Plug Power, lifting Plug’s financial results and PLUG stock in the process.Plug Power is trading for just 1.3 times its 2026 revenue guidance of $5 billion, making the shares’ valuation quite attractive.Darden (DRI)Source: ShutterstockDarden (NYSE:DRI), which owns and operates many casual-dining restaurants, delivered beat-and-raise quarterly results on March 23.Specifically, the company’s revenue soared 14% year-over-year, while its same-store sales climbed 11.7%. Meanwhile, Darden’s earnings per share came in at $2.34, and it increased its fiscal 2023 EPS estimate to $7.85-$8 from $7.60-$8.Bank of America responded to the news by raising its price target on DRI stock to $172 from $170. The firm is upbeat on the company’s low-price strategy, and it thinks that DRI could beat its same-restaurant-sales-growth guidance of 3%-5% for the current quarter. The bank maintained a “buy” rating on the shares.And calling Darden’s Q3 results “solid,” RBC Capital raised its price target on the shares to $165 from $160. The bank says that commodity prices are trending downwards, which maintained an “outperform” rating on DRI stock.Given Darden’s strong growth, its forward price-to-earnings ratio of 16.8 times is quite attractive regarding undervalued growth stocks.Air Products & Chemicals (APD)Source: Andy Borysowski / Shutterstock.comInvestorPlace columnist Chris Markoch recently reported that Air Products & Chemicals (NYSE:APD) plans to spend “over $15 billion by 2027 to deliver large amounts of clean hydrogen.”Thus, over the long term, APD will likely deliver strong growth as the demand for green hydrogen by trucking companies, airlines, and many other companies surges tremendously.Supporting my theory, APD CEO Seifi Ghasemi said in February, “We continue to see significant opportunities…to bring green hydrogen to consumers around the world,”And as Markoch points out, the company has low debt and a stable gas business, making the shares appealing to conservative investors. Also noteworthy is that APD expects its earnings per share, excluding certain items, to soar 9%-12% this year to $11.20-$11.50.On March 7, investment bank Evercore added APD to its “Tactical Outpeform” list, citing the company’s favorable valuation and the strong outlook of its industrial gases business.At the midpoint, that equates to a forward price-to-earnings ratio of 23.7 for APD stock. That valuation is very attractive, given the company’s strong profitability and a huge opportunity in green hydrogen.Canadian Solar (CSIQ)Source: Shutter B Photo / Shutterstock.comCanadian Solar (NASDAQ:CSIQ) reported very strong fourth-quarter results, showing that it’s benefiting a great deal from the very rapid proliferation of solar energy. Specifically, the company’s shipments of solar modules soared 68% year-over-year, while its net income jumped almost 300% to $77.8 million. Moreover, its gross margin came in at nearly 17.7%, near the upper end of its guidance range. And analysts, on average, expect its EPS to soar 69% in 2023.Importantly CEO Shawn Qu, speaking on the company’s Q4 earnings call, stated that he thinks gross margins can reach “20% to 30%..in [the] mid to long term.”And impressively, CSIQ stock has a Composite Rating of 89 from IBD, including an RS score of 90,. The latter score indicates that CSIQ stock has meaningfully outperformed the market in the last year.CSIQ should continue to benefit from the quickly increasing use of solar energy in many parts of the world, especially China and Europe, and from the electrification of transportation.The stock’s forward price-to-earnings ratio of 5.75x is extremely low, making it one of the top undervalued growth stocks.PayPal (PYPL)Source: Michael Vi / Shutterstock.comPayPal (NASDAQ:PYPL) is clearly continuing to benefit from the ongoing growth of e-commerce and digital payments, along with strong consumer spending trends. Last quarter, its free cash flow climbed 4%, while it expects its earnings per share, excluding some items, to rise around 24% this quarter versus the same period a year earlier.Going forward, the company may also get a boost from the accusations made by Hindenburg Research against Block (NYSE:SQ). First, some investors who have sold SQ stock because of the accusations could look to buy PayPal instead. And secondly, PayPal does compete with Block to some extent, and some small businesses could give up Block and turn to PayPal in the wake of Hindenburg’s charges.Also noteworthy is that outgoing CEO Dan Schulman, on March 9, said that “I think across our business, we’re seeing strength that’s beyond what we expected.” Schulman said that a rebound of e-commerce, or “discretionary spending,” may be responsible for the rebound.Alternatively, PayPal could be gaining market share, he stated.PYPL stock has a very attractive forward price-to-earnings ratio of 15x.Volkswagen (VWAGY)Source: multitel / Shutterstock.comVolkswagen’s (OTCMKTS:VWAGY) revenue climbed 11.6% last year, and it is second when it comes to global sales of automobiles. Additionally, the company’s earnings before taxes jumped 9.5% last year to 22 billion euros. And in the fourth quarter, its global auto sales climbed 11% compared to a year earlier.Going forward, the automaker should benefit from improving economic trends in the EU. Indeed, the number of “new car registrations” in the bloc jumped 11.5% year-over-year last month.Moreover, Volkswagen is a leader in the rapidly growing EV sector. Last quarter, its global EV sales jumped 24% year-over-year to 118,000. In the EU, overall EV sales soared 40% YOY last month, so Volkswagen’s leadership in the EV sector should boost its growth within Europe. And with the automaker planning to invest a great deal in its EV transformation going forward, it should benefit tremendously from the continued proliferation of EVs in Europe, the U.S., and China.Despite all of these positive catalysts, Volkswagen has a tiny forward price-to-earnings ratio of just 4.9x. That makes it among the best undervalued growth stocks in my book.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943720773,"gmtCreate":1679733568693,"gmtModify":1679733572631,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"thanks","listText":"thanks","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943720773","repostId":"9943468364","repostType":1,"repost":{"id":9943468364,"gmtCreate":1679638617859,"gmtModify":1679639202645,"author":{"id":"3479274788369128","authorId":"3479274788369128","name":"YT Finance","avatar":"https://static.tigerbbs.com/b6a88deab8f94c02e156d705ee928536","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274788369128","idStr":"3479274788369128"},"themes":[],"htmlText":"\n \n \n  Sofi Stock Gets a Boost! Palantir stock news! Nio stock Analysis! TSLA stock update!From Youtube: https://www.youtube.com/watch?v=i4XkjIybAM8\n \n","listText":"Sofi Stock Gets a Boost! Palantir stock news! Nio stock Analysis! TSLA stock update!From Youtube: https://www.youtube.com/watch?v=i4XkjIybAM8","text":"Sofi Stock Gets a Boost! Palantir stock news! Nio stock Analysis! TSLA stock update!From Youtube: https://www.youtube.com/watch?v=i4XkjIybAM8","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943468364","isVote":1,"tweetType":2,"object":{"id":"cbaa66dc60df417497949a4c5b4a151c","tweetId":"9943468364","title":"Sofi Stock Gets a Boost! Palantir stock news! Nio stock Analysis! TSLA stock update!","videoUrl":"http://v.tigerbbs.com/167963861128703bde1d01ea45c49fbe59719d1fcb436.mp4","poster":"https://static.tigerbbs.com/2d276546911531621ce96012f37a708f","shareLink":"http://v.tigerbbs.com/167963861128703bde1d01ea45c49fbe59719d1fcb436.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943482491,"gmtCreate":1679633758814,"gmtModify":1679633762257,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943482491","repostId":"2321979961","repostType":2,"repost":{"id":"2321979961","kind":"highlight","pubTimestamp":1679630695,"share":"https://ttm.financial/m/news/2321979961?lang=&edition=fundamental","pubTime":"2023-03-24 12:04","market":"us","language":"en","title":"3 Dividend Stocks That Could Soar 43% to 70%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2321979961","media":"Motley Fool","summary":"Two of these stocks offer especially juicy dividend yields.","content":"<html><head></head><body><p>Attractive quarterly dividends, plus the potential for tremendous share-price growth? Many investors would quickly sign up for such a winning combination.</p><p>To be sure, many dividend stocks aren&#39;t likely to deliver huge gains. But there are some notable exceptions. Here are three dividend stocks that could soar 43% to 70% over the next 12 months, according to Wall Street.</p><h2>1. Devon Energy</h2><p><b>Devon Energy</b>&#39;s dividend yield currently stands at 10.5%. That ranks the oil and gas producer among the top five dividend stocks in the <b>S&amp;P 500</b>, based on yield. Devon&#39;s fixed-plus-variable dividend more than doubled last year.</p><p>Part of the reason why Devon&#39;s dividend yield is so high right now, though, is that the stock has fallen quite a bit in recent months. Declining oil prices have taken their toll on the company&#39;s share price.</p><p>However, Wall Street analysts think that the stock should rebound over the next 12 months. The consensus price target reflects an upside potential of around 42%. Not everyone on Wall Street is that bullish, but 23 of the 32 analysts surveyed by Refinitiv in March rate Devon as a buy or strong buy.</p><p>Devon will need higher oil prices to achieve that price target. It could get them. There are several potential catalysts that could push oil prices to $100 per barrel this summer, including a production cut by Russia and a potential reduction by OPEC.</p><h2>2. CVS Health</h2><p><b>CVS Health</b> offers a more modest (yet still attractive) dividend yield of 3.2%. The healthcare giant didn&#39;t increase its dividend for several years following the 2018 acquisition of Aetna. That&#39;s changed since late 2021, though, with CVS boosting its dividend payout by 21%.</p><p>So far, 2023 isn&#39;t panning out to be a good year for CVS Health stock. Its shares have fallen nearly 20%. One culprit behind this decline is the company&#39;s weaker-than-expected earnings guidance for 2023.</p><p>Analysts, though, believe that a rebound could be in store for CVS. The consensus 12-month price target for the stock is close to 43% above the current share price. Even the lowest target for CVS represents an upside potential of 26%.</p><p>CVS Health should enjoy a boost in 2024 from its acquisition of <b><a href=\"https://laohu8.com/S/OSH\">Oak Street Health</a></b>. The deal will enable CVS to move into primary care with Oak Street&#39;s 169 medical clinics in 21 states. By 2026, Oak Street expects to have more than 300 clinics.</p><h2>3. <a href=\"https://laohu8.com/S/MPW\">Medical Properties Trust</a></h2><p>If you&#39;re seeking a truly mouthwatering dividend, <b>Medical Properties Trust</b> has it. The hospital-focused real estate investment trust (REIT) offers a dividend yield of 14.5%.</p><p>The bad news is that Medical Properties Trust&#39;s yield is sky-high, in large part because of its dismal stock performance. The hospital REIT&#39;s shares plunged more than 50% in 2022 and are down nearly 30% so far this year.</p><p>Analysts appear to be divided about the REIT&#39;s near-term prospects. Only 6 of the 14 analysts surveyed by Refinitiv in March rate the stock as a buy or strong buy. Five analysts recommend holding the stock. One analyst thinks it will underperform, while another recommends selling. However, the average 12-month price target for Medical Properties Trust is still 70% higher than the current share price.</p><p>Some of Medical Properties Trust&#39;s tenants face financial challenges. The good news is that the overall outlook is improving for hospital operators. If Medical Properties Trust proves that it&#39;s able to weather the storm in the next few quarters, this beaten-down stock just might rebound as analysts predict with its ultra-high dividend intact.</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>3 Dividend Stocks That Could Soar 43% to 70%, According to Wall Street</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 Dividend Stocks That Could Soar 43% to 70%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-24 12:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/23/3-dividend-stocks-that-could-soar-43-to-70-accordi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Attractive quarterly dividends, plus the potential for tremendous share-price growth? Many investors would quickly sign up for such a winning combination.To be sure, many dividend stocks aren't likely...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/23/3-dividend-stocks-that-could-soar-43-to-70-accordi/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MPW":"Medical Properties Trust","DVN":"德文能源","CVS":"西维斯健康"},"source_url":"https://www.fool.com/investing/2023/03/23/3-dividend-stocks-that-could-soar-43-to-70-accordi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321979961","content_text":"Attractive quarterly dividends, plus the potential for tremendous share-price growth? Many investors would quickly sign up for such a winning combination.To be sure, many dividend stocks aren't likely to deliver huge gains. But there are some notable exceptions. Here are three dividend stocks that could soar 43% to 70% over the next 12 months, according to Wall Street.1. Devon EnergyDevon Energy's dividend yield currently stands at 10.5%. That ranks the oil and gas producer among the top five dividend stocks in the S&P 500, based on yield. Devon's fixed-plus-variable dividend more than doubled last year.Part of the reason why Devon's dividend yield is so high right now, though, is that the stock has fallen quite a bit in recent months. Declining oil prices have taken their toll on the company's share price.However, Wall Street analysts think that the stock should rebound over the next 12 months. The consensus price target reflects an upside potential of around 42%. Not everyone on Wall Street is that bullish, but 23 of the 32 analysts surveyed by Refinitiv in March rate Devon as a buy or strong buy.Devon will need higher oil prices to achieve that price target. It could get them. There are several potential catalysts that could push oil prices to $100 per barrel this summer, including a production cut by Russia and a potential reduction by OPEC.2. CVS HealthCVS Health offers a more modest (yet still attractive) dividend yield of 3.2%. The healthcare giant didn't increase its dividend for several years following the 2018 acquisition of Aetna. That's changed since late 2021, though, with CVS boosting its dividend payout by 21%.So far, 2023 isn't panning out to be a good year for CVS Health stock. Its shares have fallen nearly 20%. One culprit behind this decline is the company's weaker-than-expected earnings guidance for 2023.Analysts, though, believe that a rebound could be in store for CVS. The consensus 12-month price target for the stock is close to 43% above the current share price. Even the lowest target for CVS represents an upside potential of 26%.CVS Health should enjoy a boost in 2024 from its acquisition of Oak Street Health. The deal will enable CVS to move into primary care with Oak Street's 169 medical clinics in 21 states. By 2026, Oak Street expects to have more than 300 clinics.3. Medical Properties TrustIf you're seeking a truly mouthwatering dividend, Medical Properties Trust has it. The hospital-focused real estate investment trust (REIT) offers a dividend yield of 14.5%.The bad news is that Medical Properties Trust's yield is sky-high, in large part because of its dismal stock performance. The hospital REIT's shares plunged more than 50% in 2022 and are down nearly 30% so far this year.Analysts appear to be divided about the REIT's near-term prospects. Only 6 of the 14 analysts surveyed by Refinitiv in March rate the stock as a buy or strong buy. Five analysts recommend holding the stock. One analyst thinks it will underperform, while another recommends selling. However, the average 12-month price target for Medical Properties Trust is still 70% higher than the current share price.Some of Medical Properties Trust's tenants face financial challenges. The good news is that the overall outlook is improving for hospital operators. If Medical Properties Trust proves that it's able to weather the storm in the next few quarters, this beaten-down stock just might rebound as analysts predict with its ultra-high dividend intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955522779,"gmtCreate":1675586409192,"gmtModify":1676539008571,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"THanks!","listText":"THanks!","text":"THanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955522779","repostId":"2309823051","repostType":2,"repost":{"id":"2309823051","kind":"highlight","pubTimestamp":1675519200,"share":"https://ttm.financial/m/news/2309823051?lang=&edition=fundamental","pubTime":"2023-02-04 22:00","market":"us","language":"en","title":"'The Big Short' Michael Burry Says Sell, Inflation Is Not Over","url":"https://stock-news.laohu8.com/highlight/detail?id=2309823051","media":"seekingalpha","summary":"Astrid Stawiarz Michael Burry is one of the most successful short sellers of all time. Most people k","content":"<html><body><p><figure><picture><img height=\"2042px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w240 240w\" width=\"3000px\"/></picture><figcaption><p>Astrid Stawiarz</p></figcaption></figure></p> <p>Michael Burry is one of the most successful short sellers of all time.</p> <p>Most people know him for his bold bet against the housing market leading up to the great financial crisis. They even made a movie about it, <em>The Big Short</em><span> (2015).</span></p> <p>In hindsight, we know that his prediction was hugely profitable.</p> <p>His hedge fund earned about <strong>150x the returns</strong> of the S&amp;P 500 (SP500) since its inception until it closed down in 2008. Most active investors are happy if they can beat the S&amp;P by 1-2% per year, and so this is why Michael Burry is considered to be one of the best investors of our time.</p> <p>From there on, he has been mainly managing his own personal fortune.</p> <p>Among some of his other famous calls:</p> <ul> <li>He successfully shorted Tesla (TSLA) and <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK<span>) when they were priced at very expensive valuations.</span> </li> <li>He invested in GameStop (GME) before it even became a meme stock.</li> <li>He went mostly into cash at one point in 2022 just as the market began to sell off. He sold positions in <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Bristol Myers (BMY) shortly before they sold off.</li> <li>He predicted the high inflation and shifted his portfolio into real asset-heavy stocks.</li> </ul> <p><strong>So needless to say that when he talks, Michael Burry is someone worth listening to!</strong></p> <p>And recently, he has been particularly active on Twitter.</p> <p>It is tough to be one of his followers because he typically deletes his tweets shortly after posting them, but fortunately, I have some friends who sent me screenshots of his latest tweets. I also found a Twitter page that keeps an archive of his deleted tweets.</p> <p>So here are the recent highlights:</p> <p>In late December, he warned that the recent rally reminds him of early 2002, when people were buying stupid tech businesses just because they appeared cheap relative to their previous peak:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_Fj9JPY5XgAcmVNG.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>Then, a couple of weeks ago, he reaffirmed this thought by posting a chart of the temporary rally that happened in 2001/2002. The market then sold off shortly after. He seems to be implying that we are headed for another correction:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_FnPc-XMacAMIKjr.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>After that, he also posted a letter, seemingly written by him when he was a kid, and it implies that the U.S. is broke.</p> <p>We have taken too much debt:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_FmD8WxqXwAEp0qW.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>Now comes the most recent one. Just a couple of days ago, he tweeted:</p> <blockquote> <h2><strong>\"Sell.\"</strong></h2> </blockquote> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_Fn1vjFUXoAEbY_4.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>So clearly, Burry isn't very optimistic about the market's future.</p> <p>He thinks that the recent rally will be short-lived and he seems to be shorting the market.</p> <p>Another billionaire short-seller also appears to agree with him.</p> <p>Jim Chanos recently went on CNBC and said that stocks aren't cheap. He explains that the forward P/E of the S&amp;P 500 (SPY) is at 18x, but with profit margins at all-time highs, he expects earnings to revert to the mean and valuations to deflate.</p> <p>Inflation remains too high, interest rates have surged like rarely before, and there is still too much optimism.</p> <h2>What should you do?</h2> <p>After reading this, many of you will likely have the natural instinct to go into cash, or at least, raise cash levels.</p> <p>But it is important to note that this is not necessarily the right move.</p> <p>Just because Michael Burry is bearish on regular stocks does not mean that he is 100% in cash. On the contrary, Burry has repeatedly said that he worries about inflation and cash offers no protection.</p> <p>Earlier this year, he also sent a warning that we haven't seen the last peak of this inflationary cycle. Since the most recent peak was nearly at double-digit levels, he seems to imply that we could still see a double-digit inflation rate in the near future:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_FlhSa3KXgAAQ2JO.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>So, he is not just sitting in cash waiting for the market to crash. He, of course, holds some cash, but he is also investing in recession-proof, real asset-heavy stocks that should perform well even if the economy suffers and inflation remains high.</p> <p>Over half of his fund is invested in just two stocks:</p> <ul> <li>GEO Group (GEO)</li> <li>CoreCivic (CXW).</li> </ul> <p>These are former REITs (Real Estate Investment Trusts) (VNQ) that recently converted to C-corps to retain more capital for deleveraging. They own private prisons, which are by nature recession-proof. Crime may even go up in a recession! And since their assets are essential to our society, they are also resilient to inflation. Building new properties is a lot more expensive, and the rising replacement costs increase the value of this existing infrastructure.</p> <p>Moreover, another large position in his Top 5 is Charter Communications (CHTR), which owns cable and fiber infrastructure. Again, this is a recession- and inflation-resistant real asset-heavy business.</p> <p>So based on the latest information that we have, Burry has invested about 60% of his portfolio in just <strong>3 real asset-heavy stocks.</strong> The real asset exposure could be even higher, but I am not familiar with his other holdings.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/47644028-16753490518683538.png\"/></picture><figcaption><p>Jussi Askola / Valuesider</p></figcaption></figure></p> <p>And <strong>that's not all.</strong></p> <p>Burry has previously also explained that he invests most of his personal fortune into farmland, which is another real asset that's recession- and inflation-resistant.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_farmland-field-GI_thumb1.jpg\"/></picture><figcaption><p>Farmland Partners</p></figcaption></figure></p> <p>In a previous interview, he explained that (emphasis added):</p> <blockquote><p>\"I believe that Agriculture land with water on site will be very valuable in the future and I've put a good amount of money into that. So I am investing in alternative investments... I don't want to disclose... but it is a <strong>significant amount</strong>.\"</p></blockquote> <p>Moreover, the end of \"The Big Short\" movie, the Burry character opines (on a placard) that \"<strong>Michael Burry is focusing all of his trading on one commodity: Water.\"</strong> Burry himself has since clarified that by water, he really means farmland.</p> <p>So I think that it is fair to say that Michael Burry is <strong>bullish on real assets.</strong></p> <p>Not all of them. But those that are recession- and inflation-resistant such as farmland, private prisons, and communication infrastructure.</p> <p>Today, it is easier than ever before to invest in such assets.</p> <p>There are over 200 REITs in the U.S. alone, and many more REIT-like entities. There are also REITs in over 20 other countries, providing lots of opportunities for you to consider.</p> <p>I have structured my portfolio in a similar way as Burry. I am mostly invested in the REITs that we highlight at High Yield Landlord. They make up about 50% of my net worth at the moment:</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/12/13/47644028-16709184923906531.png\"/></span></picture><figcaption><p>High Yield Landlord</p></figcaption></figure></p> <p>But my picks are a bit different.</p> <p>Burry does not seem to care about dividend income. This might be because he is wealthy and holds plenty of cash.</p> <p>But I like to earn dividend income, and so my REIT selection focuses on income generation. My largest allocations are net lease properties, multifamily, and healthcare facilities:</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/11/7/47644028-1667815752908536.png\"/></span></picture><figcaption><p>High Yield Landlord</p></figcaption></figure></p> <p>Just to give you a few examples:</p> <ul><li> <strong>Global Medical REIT</strong> (GMRE) owns a diversified portfolio of medical office buildings. These properties are essential, whether we go into a recession or not, and they are resilient to inflation because their replacement cost is rising and so are their rents. Moreover, its debt is also getting inflated away. The company is well-managed and capitalized, but it is currently priced at an 8% dividend yield. I believe that it will deliver 12-15% annual returns in the long run once you include the appreciation.</li></ul> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/47644028-16753494925786114.png\"/></span></picture><figcaption><p>Global Medical REIT</p></figcaption></figure></p> <ul><li> <strong>Vonovia</strong> (OTCPK:VONOY / VNA) is the biggest apartment landlord in Europe. It is similar to Camden Property Trust (CPT) and AvalonBay (AVB) in the U.S., but even bigger, owning about €100 billion worth of properties. It mainly focuses on affordable housing and it is recession-resistant because of how rents are regulated in Europe. Construction costs are so high right now that new developments have been put on pause, resulting in a housing crisis and rising rents. But because the market is today fearful (rising rates &amp; war in Ukraine), Vonovia's stock is currently priced at less than half of the fair market value of its properties. While you wait for the upside, you earn a 6.5% dividend yield.</li></ul> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/47644028-16753495265639193.png\"/></span></picture><figcaption><p>Vonovia</p></figcaption></figure></p> <p>I currently own <strong>22 similar real-asset stocks</strong> that offer:</p> <ul> <li>High income</li> <li>Recession resilience</li> <li>Inflation protection</li> <li>Upside potential</li> <li>&amp; Diversification.</li> </ul> <div></div> <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>'The Big Short' Michael Burry Says Sell, Inflation Is Not Over</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\">\n'The Big Short' Michael Burry Says Sell, Inflation Is Not Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4574735-the-big-short-michael-burry-says-sell-inflation-is-not-over><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Astrid Stawiarz Michael Burry is one of the most successful short sellers of all time. Most people know him for his bold bet against the housing market leading up to the great financial crisis. They ...</p>\n\n<a href=\"https://seekingalpha.com/article/4574735-the-big-short-michael-burry-says-sell-inflation-is-not-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4084":"特种房地产投资信托","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","QNETCN":"纳斯达克中美互联网老虎指数","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SH":"标普500反向ETF","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","GME":"游戏驿站","BK4511":"特斯拉概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","UPRO":"三倍做多标普500ETF","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IVV":"标普500指数ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BMY":"施贵宝","SPXU":"三倍做空标普500ETF","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2242646821.SGD":"Fidelity Global Dividend Plus A-MINCOME(G)-SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","TSLA":"特斯拉","BK4555":"新能源车","BK4100":"有线和卫星","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","TWTR":"Twitter","SPY":"标普500ETF","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4508":"社交媒体","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4577":"网络游戏","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4077":"互动媒体与服务"},"source_url":"https://seekingalpha.com/article/4574735-the-big-short-michael-burry-says-sell-inflation-is-not-over","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2309823051","content_text":"Astrid Stawiarz Michael Burry is one of the most successful short sellers of all time. Most people know him for his bold bet against the housing market leading up to the great financial crisis. They even made a movie about it, The Big Short (2015). In hindsight, we know that his prediction was hugely profitable. His hedge fund earned about 150x the returns of the S&P 500 (SP500) since its inception until it closed down in 2008. Most active investors are happy if they can beat the S&P by 1-2% per year, and so this is why Michael Burry is considered to be one of the best investors of our time. From there on, he has been mainly managing his own personal fortune. Among some of his other famous calls:  He successfully shorted Tesla (TSLA) and ARK Innovation ETF (ARKK) when they were priced at very expensive valuations.  He invested in GameStop (GME) before it even became a meme stock. He went mostly into cash at one point in 2022 just as the market began to sell off. He sold positions in Meta Platforms (META) and Bristol Myers (BMY) shortly before they sold off. He predicted the high inflation and shifted his portfolio into real asset-heavy stocks.  So needless to say that when he talks, Michael Burry is someone worth listening to! And recently, he has been particularly active on Twitter. It is tough to be one of his followers because he typically deletes his tweets shortly after posting them, but fortunately, I have some friends who sent me screenshots of his latest tweets. I also found a Twitter page that keeps an archive of his deleted tweets. So here are the recent highlights: In late December, he warned that the recent rally reminds him of early 2002, when people were buying stupid tech businesses just because they appeared cheap relative to their previous peak: Twitter Then, a couple of weeks ago, he reaffirmed this thought by posting a chart of the temporary rally that happened in 2001/2002. The market then sold off shortly after. He seems to be implying that we are headed for another correction: Twitter After that, he also posted a letter, seemingly written by him when he was a kid, and it implies that the U.S. is broke. We have taken too much debt: Twitter Now comes the most recent one. Just a couple of days ago, he tweeted:  \"Sell.\"  Twitter So clearly, Burry isn't very optimistic about the market's future. He thinks that the recent rally will be short-lived and he seems to be shorting the market. Another billionaire short-seller also appears to agree with him. Jim Chanos recently went on CNBC and said that stocks aren't cheap. He explains that the forward P/E of the S&P 500 (SPY) is at 18x, but with profit margins at all-time highs, he expects earnings to revert to the mean and valuations to deflate. Inflation remains too high, interest rates have surged like rarely before, and there is still too much optimism. What should you do? After reading this, many of you will likely have the natural instinct to go into cash, or at least, raise cash levels. But it is important to note that this is not necessarily the right move. Just because Michael Burry is bearish on regular stocks does not mean that he is 100% in cash. On the contrary, Burry has repeatedly said that he worries about inflation and cash offers no protection. Earlier this year, he also sent a warning that we haven't seen the last peak of this inflationary cycle. Since the most recent peak was nearly at double-digit levels, he seems to imply that we could still see a double-digit inflation rate in the near future: Twitter So, he is not just sitting in cash waiting for the market to crash. He, of course, holds some cash, but he is also investing in recession-proof, real asset-heavy stocks that should perform well even if the economy suffers and inflation remains high. Over half of his fund is invested in just two stocks:  GEO Group (GEO) CoreCivic (CXW).  These are former REITs (Real Estate Investment Trusts) (VNQ) that recently converted to C-corps to retain more capital for deleveraging. They own private prisons, which are by nature recession-proof. Crime may even go up in a recession! And since their assets are essential to our society, they are also resilient to inflation. Building new properties is a lot more expensive, and the rising replacement costs increase the value of this existing infrastructure. Moreover, another large position in his Top 5 is Charter Communications (CHTR), which owns cable and fiber infrastructure. Again, this is a recession- and inflation-resistant real asset-heavy business. So based on the latest information that we have, Burry has invested about 60% of his portfolio in just 3 real asset-heavy stocks. The real asset exposure could be even higher, but I am not familiar with his other holdings. Jussi Askola / Valuesider And that's not all. Burry has previously also explained that he invests most of his personal fortune into farmland, which is another real asset that's recession- and inflation-resistant. Farmland Partners In a previous interview, he explained that (emphasis added): \"I believe that Agriculture land with water on site will be very valuable in the future and I've put a good amount of money into that. So I am investing in alternative investments... I don't want to disclose... but it is a significant amount.\" Moreover, the end of \"The Big Short\" movie, the Burry character opines (on a placard) that \"Michael Burry is focusing all of his trading on one commodity: Water.\" Burry himself has since clarified that by water, he really means farmland. So I think that it is fair to say that Michael Burry is bullish on real assets. Not all of them. But those that are recession- and inflation-resistant such as farmland, private prisons, and communication infrastructure. Today, it is easier than ever before to invest in such assets. There are over 200 REITs in the U.S. alone, and many more REIT-like entities. There are also REITs in over 20 other countries, providing lots of opportunities for you to consider. I have structured my portfolio in a similar way as Burry. I am mostly invested in the REITs that we highlight at High Yield Landlord. They make up about 50% of my net worth at the moment: High Yield Landlord But my picks are a bit different. Burry does not seem to care about dividend income. This might be because he is wealthy and holds plenty of cash. But I like to earn dividend income, and so my REIT selection focuses on income generation. My largest allocations are net lease properties, multifamily, and healthcare facilities: High Yield Landlord Just to give you a few examples:  Global Medical REIT (GMRE) owns a diversified portfolio of medical office buildings. These properties are essential, whether we go into a recession or not, and they are resilient to inflation because their replacement cost is rising and so are their rents. Moreover, its debt is also getting inflated away. The company is well-managed and capitalized, but it is currently priced at an 8% dividend yield. I believe that it will deliver 12-15% annual returns in the long run once you include the appreciation. Global Medical REIT  Vonovia (OTCPK:VONOY / VNA) is the biggest apartment landlord in Europe. It is similar to Camden Property Trust (CPT) and AvalonBay (AVB) in the U.S., but even bigger, owning about €100 billion worth of properties. It mainly focuses on affordable housing and it is recession-resistant because of how rents are regulated in Europe. Construction costs are so high right now that new developments have been put on pause, resulting in a housing crisis and rising rents. But because the market is today fearful (rising rates & war in Ukraine), Vonovia's stock is currently priced at less than half of the fair market value of its properties. While you wait for the upside, you earn a 6.5% dividend yield. Vonovia I currently own 22 similar real-asset stocks that offer:  High income Recession resilience Inflation protection Upside potential & Diversification.   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":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955560590,"gmtCreate":1675569126610,"gmtModify":1676539007956,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"Thank you very informative&nbsp;","listText":"Thank you very informative&nbsp;","text":"Thank you very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955560590","repostId":"2308815290","repostType":4,"repost":{"id":"2308815290","kind":"news","pubTimestamp":1675560409,"share":"https://ttm.financial/m/news/2308815290?lang=&edition=fundamental","pubTime":"2023-02-05 09:26","market":"us","language":"en","title":"Intel: No Thank You At $30 - Hell Yes At $15","url":"https://stock-news.laohu8.com/highlight/detail?id=2308815290","media":"Seeking Alpha","summary":"SummaryIntel's recent earnings illustrate further deterioration in its businesses.Intel has lost its","content":"<html><head></head><body><h2>Summary</h2><ul><li>Intel&#39;s recent earnings illustrate further deterioration in its businesses.</li><li>Intel has lost its edge and may never get back, with more modern chipmakers like Nvidia and AMD innovating and taking market share.</li><li>Intel is expensive at $30, but the stock looks interesting around the $15-$20 range.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/342793b923f9d43cc4c5028350fdd3fd\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>JasonDoiy</span></p><p>Intel (NASDAQ:INTC) recently announced earnings that illustrated continued deterioration in the company&#39;s growth and profitability metrics. However, despite the much weaker-than-expected results, Intel&#39;s stock hitched a rally with most of the semiconductor space in recent sessions. After dropping below $27 post earnings, Intel&#39;sstock made a stunning reversal, rallying back to $30 in recent days. Is everything finally fine at Intel, or will we have opportunities to buy Intel below $25, or lower, perhaps? The bear market bottom for Intel&#39;s stock is approximately $24 thus far. However, this may not be the ultimate low yet.</p><p>Unlike Nvidia (NVDA), AMD (AMD), and several other counterparts, Intel&#39;s troubles are far more profound than the transitory economic slowdown that everyone else faces. Intel&#39;s structural, managerial, and cultural issues should keep a lid on the company&#39;s stock price in the near term. Moreover, a broad marketselloff could push Intel&#39;s stock price much lower if the bear market progresses. As the company&#39;s fundamentals continue deteriorating, we may see Intel&#39;s stock drop to the $15-$20 range in the coming months. This lower-end range is an appropriate price point to enter Intel, as the company should recover and improve its operations longer-term.</p><h2>Intel&#39;s Epic Decline</h2><p><b>INTC: 1-Year Chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b26ba8674b67c8671499b6f1f664236\" tg-width=\"640\" tg-height=\"676\" width=\"100%\" height=\"auto\"/><span>INTC (StockCharts.com)</span></p><p>Intel&#39;s decline has been epic, as the company&#39;s stock price cascaded by more than 50% from peak to trough in 2022. Intel was about $65 at its peak in 2021, and despite the recent 25% rebound, Intel remains a long way from its highs. However, Intel continues to look bullish technically here. The stock&#39;s making a higher low since the $24 bottom and could go for the $30-$32 breakout next. Nevertheless, even with mild near-term strength, we&#39;re likely looking at a 10-15% potential near-term upside for the stock.</p><p>On the downside, we could see Intel fall below critical support in the $25-$27 range and to new lows if the turnaround doesn&#39;t materialize quickly. Also, it&#39;s crucial to note that Intel&#39;s poor performance is nothing new, as the company and its stock have been going nowhere for years.</p><p><b>Intel - Going Nowhere for Years</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6eeb2dda5eccbe9b40941a743fe503\" tg-width=\"635\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>While Intel is down by 35%, many top chipmakers competing directly with Intel have appreciated by severalfold in the five years. AMD&#39;s stock, Intel&#39;s number one competitor, is up a staggering sevenfold in this time frame. The takeaway is that Intel needed to be more dominant, more efficient and innovate effectively for a long time. Intel should have capitalized on its leading position in the semiconductor space. Unfortunately for many investors, Intel&#39;s less-than-stellar management has enabled Intel&#39;s stock price to suffer considerably over the last five to ten years.</p><h2>Earnings: It Was That Bad</h2><p>Yes, the numbers were terrible, and it wasn&#39;t the kitchen-sink quarter because every time you think Intel came out with its worst quarter, another may follow.</p><p><b>Horrible Earnings Are Now A Trend</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20bbf1bb11f82c965efb2d6bd0974d7b\" tg-width=\"640\" tg-height=\"253\" width=\"100%\" height=\"auto\"/><span>Earnings (seekingalpha.com)</span></p><p>This time, Intel missed both top and bottom lines, with revenues dropping a staggering 28% YoY. Gross profit was cut to $5.5 billion as the company&#39;s efficiency continued worsening, and the company reported a GAAP EPS loss of 16 cents. However, the real shocking news was Intel&#39;s guidance. Intel now expects another 15-cent loss in Q1. In addition, Intel now forecasts revenues of just<i>$11 billion</i>and a gross margin of approximately 39%. Analysts were looking for much higher numbers, with consensus Q1 revenue estimates around $14 billion, 25 cents in EPS, and a gross margin of 45.5%.</p><p>Analysts were dreaming, and the actual numbers would be far worse than most could tell. <i>$11 billion</i> in revenues will illustrate a staggering YoY sales drop of 40%. Moreover, we are still determining what to expect beyond that, but this is different from the dominant Intel we once knew and regarded as a top chipmaker. While many computers use Intel chips, its stock price has reversed, which may be a long-term problem.</p><h2>Management Change - Beneficial</h2><p>I remember reading an excellent article on Seeking Alpha a while back, and it helped cement my position against owning Intel. The management team back then (2020) hadn&#39;t been productive in years, and the new batch of managers needed to do better. There you go. We have a decade of almost no gains in Intel&#39;s stock. Moreover, there is uncertainty regarding where its share price is going next and whether the company will recapture a portion of its former glory. Actual change will only occur from new management. We need to start at the top and remove Intel&#39;s top managers, including the company&#39;s CEO, to succeed.</p><p><b>Intel - Losing Market Share to AMD</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac713a58198aa970d14fa22f61e3c2d7\" tg-width=\"640\" tg-height=\"390\" width=\"100%\" height=\"auto\"/><span>CPU share (cpubenchmark.net)</span></p><p>Intel has been losing market share since 2016. Intel&#39;s 80% plus advantage dwindled to just around 60% recently. Moreover, Intel may be confronted with more intense competition from AMD, Nvidia, and other more modern chipmakers in the coming months.</p><h2>That Dividend Isn&#39;t Safe</h2><p>Intel must produce around $6 billion in FCF annually to support its dividend. Given the recent developments and ongoing challenges, it is doubtful that Intel will be able to maintain its dividend. For now, Intel will probably need to cut its dividend by 50% or more, or dismiss dividend payments altogether. This phenomenon should create several problems for Intel. Many mutual and pension funds and ETFs may not invest in Intel if it drops its dividend. This dynamic could contribute to the next round of selling in Intel&#39;s stock.</p><h2>The Bottom Line: Buying Intel But Not At $30</h2><p>Another factor that will likely weigh down the company&#39;s stock price is its continued underperformance due to management issues and technical mishaps. These factors and other contributing elements could bring Intel&#39;s stock price down into its long-term buy-in range of $15-$20. I will consider buying Intel stock long-term, as the company could turn itself around under the right circumstances. However, Intel appears remarkably overvalued at $30 here. If we can get its stock price around $20 or lower, Intel will become a strong buy again.</p><p><i>This article is written by Victor Dergunov for reference only. Please note the risks.</i></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>Intel: No Thank You At $30 - Hell Yes At $15</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\">\nIntel: No Thank You At $30 - Hell Yes At $15\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-05 09:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575226-intel-no-thank-you-at-30-hell-yes-at-15><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel's recent earnings illustrate further deterioration in its businesses.Intel has lost its edge and may never get back, with more modern chipmakers like Nvidia and AMD innovating and taking ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575226-intel-no-thank-you-at-30-hell-yes-at-15\">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","BK4579":"人工智能","BK4575":"芯片概念","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","INTC":"英特尔","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://seekingalpha.com/article/4575226-intel-no-thank-you-at-30-hell-yes-at-15","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308815290","content_text":"SummaryIntel's recent earnings illustrate further deterioration in its businesses.Intel has lost its edge and may never get back, with more modern chipmakers like Nvidia and AMD innovating and taking market share.Intel is expensive at $30, but the stock looks interesting around the $15-$20 range.JasonDoiyIntel (NASDAQ:INTC) recently announced earnings that illustrated continued deterioration in the company's growth and profitability metrics. However, despite the much weaker-than-expected results, Intel's stock hitched a rally with most of the semiconductor space in recent sessions. After dropping below $27 post earnings, Intel'sstock made a stunning reversal, rallying back to $30 in recent days. Is everything finally fine at Intel, or will we have opportunities to buy Intel below $25, or lower, perhaps? The bear market bottom for Intel's stock is approximately $24 thus far. However, this may not be the ultimate low yet.Unlike Nvidia (NVDA), AMD (AMD), and several other counterparts, Intel's troubles are far more profound than the transitory economic slowdown that everyone else faces. Intel's structural, managerial, and cultural issues should keep a lid on the company's stock price in the near term. Moreover, a broad marketselloff could push Intel's stock price much lower if the bear market progresses. As the company's fundamentals continue deteriorating, we may see Intel's stock drop to the $15-$20 range in the coming months. This lower-end range is an appropriate price point to enter Intel, as the company should recover and improve its operations longer-term.Intel's Epic DeclineINTC: 1-Year ChartINTC (StockCharts.com)Intel's decline has been epic, as the company's stock price cascaded by more than 50% from peak to trough in 2022. Intel was about $65 at its peak in 2021, and despite the recent 25% rebound, Intel remains a long way from its highs. However, Intel continues to look bullish technically here. The stock's making a higher low since the $24 bottom and could go for the $30-$32 breakout next. Nevertheless, even with mild near-term strength, we're likely looking at a 10-15% potential near-term upside for the stock.On the downside, we could see Intel fall below critical support in the $25-$27 range and to new lows if the turnaround doesn't materialize quickly. Also, it's crucial to note that Intel's poor performance is nothing new, as the company and its stock have been going nowhere for years.Intel - Going Nowhere for YearsData by YChartsWhile Intel is down by 35%, many top chipmakers competing directly with Intel have appreciated by severalfold in the five years. AMD's stock, Intel's number one competitor, is up a staggering sevenfold in this time frame. The takeaway is that Intel needed to be more dominant, more efficient and innovate effectively for a long time. Intel should have capitalized on its leading position in the semiconductor space. Unfortunately for many investors, Intel's less-than-stellar management has enabled Intel's stock price to suffer considerably over the last five to ten years.Earnings: It Was That BadYes, the numbers were terrible, and it wasn't the kitchen-sink quarter because every time you think Intel came out with its worst quarter, another may follow.Horrible Earnings Are Now A TrendEarnings (seekingalpha.com)This time, Intel missed both top and bottom lines, with revenues dropping a staggering 28% YoY. Gross profit was cut to $5.5 billion as the company's efficiency continued worsening, and the company reported a GAAP EPS loss of 16 cents. However, the real shocking news was Intel's guidance. Intel now expects another 15-cent loss in Q1. In addition, Intel now forecasts revenues of just$11 billionand a gross margin of approximately 39%. Analysts were looking for much higher numbers, with consensus Q1 revenue estimates around $14 billion, 25 cents in EPS, and a gross margin of 45.5%.Analysts were dreaming, and the actual numbers would be far worse than most could tell. $11 billion in revenues will illustrate a staggering YoY sales drop of 40%. Moreover, we are still determining what to expect beyond that, but this is different from the dominant Intel we once knew and regarded as a top chipmaker. While many computers use Intel chips, its stock price has reversed, which may be a long-term problem.Management Change - BeneficialI remember reading an excellent article on Seeking Alpha a while back, and it helped cement my position against owning Intel. The management team back then (2020) hadn't been productive in years, and the new batch of managers needed to do better. There you go. We have a decade of almost no gains in Intel's stock. Moreover, there is uncertainty regarding where its share price is going next and whether the company will recapture a portion of its former glory. Actual change will only occur from new management. We need to start at the top and remove Intel's top managers, including the company's CEO, to succeed.Intel - Losing Market Share to AMDCPU share (cpubenchmark.net)Intel has been losing market share since 2016. Intel's 80% plus advantage dwindled to just around 60% recently. Moreover, Intel may be confronted with more intense competition from AMD, Nvidia, and other more modern chipmakers in the coming months.That Dividend Isn't SafeIntel must produce around $6 billion in FCF annually to support its dividend. Given the recent developments and ongoing challenges, it is doubtful that Intel will be able to maintain its dividend. For now, Intel will probably need to cut its dividend by 50% or more, or dismiss dividend payments altogether. This phenomenon should create several problems for Intel. Many mutual and pension funds and ETFs may not invest in Intel if it drops its dividend. This dynamic could contribute to the next round of selling in Intel's stock.The Bottom Line: Buying Intel But Not At $30Another factor that will likely weigh down the company's stock price is its continued underperformance due to management issues and technical mishaps. These factors and other contributing elements could bring Intel's stock price down into its long-term buy-in range of $15-$20. I will consider buying Intel stock long-term, as the company could turn itself around under the right circumstances. However, Intel appears remarkably overvalued at $30 here. If we can get its stock price around $20 or lower, Intel will become a strong buy again.This article is written by Victor Dergunov for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955356932,"gmtCreate":1675229787727,"gmtModify":1676538985265,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"THanks&nbsp;","listText":"THanks&nbsp;","text":"THanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955356932","repostId":"1168317500","repostType":2,"repost":{"id":"1168317500","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":1675227973,"share":"https://ttm.financial/m/news/1168317500?lang=&edition=fundamental","pubTime":"2023-02-01 13:06","market":"us","language":"en","title":"Option Movers | AMD, Snap, Pfizer and GM See Unusual Activities","url":"https://stock-news.laohu8.com/highlight/detail?id=1168317500","media":"Tiger Newspress","summary":"Market OverviewMajor U.S. stock indexes closed over 1% higher on Tuesday (Jan. 31) as labor cost dat","content":"<html><head></head><body><h2>Market Overview</h2><p>Major U.S. stock indexes closed over 1% higher on Tuesday (Jan. 31) as labor cost data encouraged investors about the Federal Reserve&#39;s aggressive approach to taming inflation a day ahead of the central bank&#39;s critical policy decision. The S&amp;P 500 tallied its first January increase since 2019, gaining 6.2%, while the tech-heavy Nasdaq jumped 10.7% for the month - its biggest January percentage rise since 2001.</p><p>Regarding the options market, a total volume of 33,595,432 contracts was traded on Tuesday, down 11% from the previous trading day. AMD, Snap, Pfizer and GM saw unusual activities before or after earnings.</p><h2>Top 10 Option Volumes</h2><p>Top 10: SPY, QQQ, TSLA, IWM, HYG, AMZN, AMD, VIX, AAPL, SNAP</p><p>Options related to equity index ETFs are popular with investors, with 7.69 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a></b> (SPY) and 2.26 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> (QQQ) options contracts trading on Tuesday.</p><p>Total trading volume for SPY and QQQ decreased by 11% and 27%, respectively, from the previous day. 56% of SPY trades bet on bearish options.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcb567a924569d101b72e1ac08fb88fb\" tg-width=\"1242\" tg-height=\"2123\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p>U.S. chip maker <b><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices Inc</a></b> (AMD) on Tuesday posted revenue that beat Wall Street targets and said it expected business to improve in the second half, enthusing investors who saw the company gaining on rival Intel. Although AMD&#39;s forecast was behind expectations, it was not as weak as some worried. Shares rose about 1.4% in after hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf49365508da3264de50d25a8e2322a7\" tg-width=\"826\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 603.9K AMD option contracts traded on Tuesday. Call options account for 54% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring February 3, with 24,136 contracts trading. The next just is the $80 strike call option expiring February 3, with 23,293 contracts trading.</p><p><b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b> on Tuesday said current quarter revenue could decline by as much as 10%, sending its shares down almost 15% as the company struggles with weak advertising demand. The owner of photo messaging app Snapchat is the first of the major digital advertising platforms to report fourth-quarter results, which provides an early clue for platforms like Facebook owner Meta Platforms Inc and Alphabet&#39;s Google.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26ee28aa063ae3322e7a4cbe9215b9c\" tg-width=\"826\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 568.3K Snap option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $12 strike call option expiring February 3, with 20,690 contracts trading.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa328697384cf5765af2e82e6d898878\" tg-width=\"1807\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/PFE\">Pfizer Inc</a></b> on Tuesday forecast a bigger-than-expected drop in sales of its COVID-19 vaccine and treatment for 2023, intensifying investor concerns over demand for the products as governments cut orders and work through inventories. Shares fluctuated between gains and losses before ending the day higher by 1.4% amid a broader market rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6afab56212389070c950a7e40e4cacf\" tg-width=\"826\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 301.9K Pfizer option contracts traded on Tuesday. Put options account for 56% of overall option trades. Particularly high volume was seen for the $43 strike put option expiring February 3, with 66,908 contracts trading.</p><p><b><a href=\"https://laohu8.com/S/GM\">General Motors Co</a></b> shares jumped 8.4% on Tuesday after it reported higher net income for the fourth quarter, forecast stronger-than-expected earnings for 2023 and said it would cut $2 billion in costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c3b852084e47c3e540388c6ba3c78e3\" tg-width=\"826\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 240.4K GM option contracts traded on Tuesday. Call options account for 66% of overall option trades. Particularly high volume was seen for the $36 strike call option expiring February 3, with 17,268 contracts trading.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p>Top 10 bullish stocks: QQQ, SPY, EWZ, EFA, META, AMD, TQQQ, SGFY, AI, MULN</p><p>Top 10 bearish stocks: F, BBBY, SHOP, FHN, HYG, PTON, GOEV, PFE, SOFI, SPXS</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca0449922cd9c96e41010a578d0d76e\" tg-width=\"1228\" tg-height=\"611\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p>If you are interested in options and you want to:</p><ul><li>Share experiences and ideas on options trading.</li></ul><ul><li>Read options-related market updates/insights.</li></ul><ul><li>Learn more about options trading if you are a beginner in this field.</li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" target=\"_blank\">Tiger Options Club</a></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>Option Movers | AMD, Snap, Pfizer and GM See Unusual Activities</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\">\nOption Movers | AMD, Snap, Pfizer and GM See Unusual Activities\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\">2023-02-01 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>Market Overview</h2><p>Major U.S. stock indexes closed over 1% higher on Tuesday (Jan. 31) as labor cost data encouraged investors about the Federal Reserve&#39;s aggressive approach to taming inflation a day ahead of the central bank&#39;s critical policy decision. The S&amp;P 500 tallied its first January increase since 2019, gaining 6.2%, while the tech-heavy Nasdaq jumped 10.7% for the month - its biggest January percentage rise since 2001.</p><p>Regarding the options market, a total volume of 33,595,432 contracts was traded on Tuesday, down 11% from the previous trading day. AMD, Snap, Pfizer and GM saw unusual activities before or after earnings.</p><h2>Top 10 Option Volumes</h2><p>Top 10: SPY, QQQ, TSLA, IWM, HYG, AMZN, AMD, VIX, AAPL, SNAP</p><p>Options related to equity index ETFs are popular with investors, with 7.69 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a></b> (SPY) and 2.26 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> (QQQ) options contracts trading on Tuesday.</p><p>Total trading volume for SPY and QQQ decreased by 11% and 27%, respectively, from the previous day. 56% of SPY trades bet on bearish options.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcb567a924569d101b72e1ac08fb88fb\" tg-width=\"1242\" tg-height=\"2123\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p>U.S. chip maker <b><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices Inc</a></b> (AMD) on Tuesday posted revenue that beat Wall Street targets and said it expected business to improve in the second half, enthusing investors who saw the company gaining on rival Intel. Although AMD&#39;s forecast was behind expectations, it was not as weak as some worried. Shares rose about 1.4% in after hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf49365508da3264de50d25a8e2322a7\" tg-width=\"826\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 603.9K AMD option contracts traded on Tuesday. Call options account for 54% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring February 3, with 24,136 contracts trading. The next just is the $80 strike call option expiring February 3, with 23,293 contracts trading.</p><p><b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b> on Tuesday said current quarter revenue could decline by as much as 10%, sending its shares down almost 15% as the company struggles with weak advertising demand. The owner of photo messaging app Snapchat is the first of the major digital advertising platforms to report fourth-quarter results, which provides an early clue for platforms like Facebook owner Meta Platforms Inc and Alphabet&#39;s Google.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26ee28aa063ae3322e7a4cbe9215b9c\" tg-width=\"826\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 568.3K Snap option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $12 strike call option expiring February 3, with 20,690 contracts trading.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa328697384cf5765af2e82e6d898878\" tg-width=\"1807\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/PFE\">Pfizer Inc</a></b> on Tuesday forecast a bigger-than-expected drop in sales of its COVID-19 vaccine and treatment for 2023, intensifying investor concerns over demand for the products as governments cut orders and work through inventories. Shares fluctuated between gains and losses before ending the day higher by 1.4% amid a broader market rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6afab56212389070c950a7e40e4cacf\" tg-width=\"826\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 301.9K Pfizer option contracts traded on Tuesday. Put options account for 56% of overall option trades. Particularly high volume was seen for the $43 strike put option expiring February 3, with 66,908 contracts trading.</p><p><b><a href=\"https://laohu8.com/S/GM\">General Motors Co</a></b> shares jumped 8.4% on Tuesday after it reported higher net income for the fourth quarter, forecast stronger-than-expected earnings for 2023 and said it would cut $2 billion in costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c3b852084e47c3e540388c6ba3c78e3\" tg-width=\"826\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 240.4K GM option contracts traded on Tuesday. Call options account for 66% of overall option trades. Particularly high volume was seen for the $36 strike call option expiring February 3, with 17,268 contracts trading.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p>Top 10 bullish stocks: QQQ, SPY, EWZ, EFA, META, AMD, TQQQ, SGFY, AI, MULN</p><p>Top 10 bearish stocks: F, BBBY, SHOP, FHN, HYG, PTON, GOEV, PFE, SOFI, SPXS</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca0449922cd9c96e41010a578d0d76e\" tg-width=\"1228\" tg-height=\"611\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p>If you are interested in options and you want to:</p><ul><li>Share experiences and ideas on options trading.</li></ul><ul><li>Read options-related market updates/insights.</li></ul><ul><li>Learn more about options trading if you are a beginner in this field.</li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" target=\"_blank\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","SNAP":"Snap Inc","PFE":"辉瑞","QQQ":"纳指100ETF","GM":"通用汽车","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168317500","content_text":"Market OverviewMajor U.S. stock indexes closed over 1% higher on Tuesday (Jan. 31) as labor cost data encouraged investors about the Federal Reserve's aggressive approach to taming inflation a day ahead of the central bank's critical policy decision. The S&P 500 tallied its first January increase since 2019, gaining 6.2%, while the tech-heavy Nasdaq jumped 10.7% for the month - its biggest January percentage rise since 2001.Regarding the options market, a total volume of 33,595,432 contracts was traded on Tuesday, down 11% from the previous trading day. AMD, Snap, Pfizer and GM saw unusual activities before or after earnings.Top 10 Option VolumesTop 10: SPY, QQQ, TSLA, IWM, HYG, AMZN, AMD, VIX, AAPL, SNAPOptions related to equity index ETFs are popular with investors, with 7.69 million SPDR S&P500 ETF Trust (SPY) and 2.26 million Invest QQQ Trust ETF (QQQ) options contracts trading on Tuesday.Total trading volume for SPY and QQQ decreased by 11% and 27%, respectively, from the previous day. 56% of SPY trades bet on bearish options.Source: Tiger Trade APPU.S. chip maker Advanced Micro Devices Inc (AMD) on Tuesday posted revenue that beat Wall Street targets and said it expected business to improve in the second half, enthusing investors who saw the company gaining on rival Intel. Although AMD's forecast was behind expectations, it was not as weak as some worried. Shares rose about 1.4% in after hours trading.Tiger TradeThere are 603.9K AMD option contracts traded on Tuesday. Call options account for 54% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring February 3, with 24,136 contracts trading. The next just is the $80 strike call option expiring February 3, with 23,293 contracts trading.Snap Inc on Tuesday said current quarter revenue could decline by as much as 10%, sending its shares down almost 15% as the company struggles with weak advertising demand. The owner of photo messaging app Snapchat is the first of the major digital advertising platforms to report fourth-quarter results, which provides an early clue for platforms like Facebook owner Meta Platforms Inc and Alphabet's Google.Tiger TradeThere are 568.3K Snap option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $12 strike call option expiring February 3, with 20,690 contracts trading.Unusual Options ActivitySource: Market ChameleonPfizer Inc on Tuesday forecast a bigger-than-expected drop in sales of its COVID-19 vaccine and treatment for 2023, intensifying investor concerns over demand for the products as governments cut orders and work through inventories. Shares fluctuated between gains and losses before ending the day higher by 1.4% amid a broader market rally.Tiger TradeThere are 301.9K Pfizer option contracts traded on Tuesday. Put options account for 56% of overall option trades. Particularly high volume was seen for the $43 strike put option expiring February 3, with 66,908 contracts trading.General Motors Co shares jumped 8.4% on Tuesday after it reported higher net income for the fourth quarter, forecast stronger-than-expected earnings for 2023 and said it would cut $2 billion in costs.Tiger TradeThere are 240.4K GM option contracts traded on Tuesday. Call options account for 66% of overall option trades. Particularly high volume was seen for the $36 strike call option expiring February 3, with 17,268 contracts trading.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: QQQ, SPY, EWZ, EFA, META, AMD, TQQQ, SGFY, AI, MULNTop 10 bearish stocks: F, BBBY, SHOP, FHN, HYG, PTON, GOEV, PFE, SOFI, SPXSSource: Market ChameleonIf you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955359441,"gmtCreate":1675227050784,"gmtModify":1676538985099,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"THanks!","listText":"THanks!","text":"THanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955359441","repostId":"2308727197","repostType":2,"repost":{"id":"2308727197","kind":"highlight","pubTimestamp":1675222169,"share":"https://ttm.financial/m/news/2308727197?lang=&edition=fundamental","pubTime":"2023-02-01 11:29","market":"us","language":"en","title":"These 2 Stocks Helped the Market Finish January Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=2308727197","media":"Motley Fool","summary":"Wall Street is heading into the next Fed decision with a lot of confidence.","content":"<html><head></head><body><p>Wall Street always likes it when markets have a good January, and major market benchmarks sealed the deal on Tuesday with solid gains to end the month. The <b>Nasdaq Composite </b>(^IXIC 1.67%) was up double-digit percentages for the month, with the <b>S&amp;P 500 </b>(^GSPC 1.46%) seeing a 6% rise and the <b>Dow Jones Industrial Average </b>(^DJI 1.09%) bringing up the rear with gains of roughly 3% in January.</p><table><thead><tr><th><p><b>Index</b></p></th><th><p><b>Daily Percentage Change</b></p></th><th><p><b>Daily Point Change</b></p></th></tr></thead><tbody><tr><td width=\"213\"><p>Dow</p></td><td width=\"213\"><p>+1.09%</p></td><td width=\"213\"><p>+369</p></td></tr><tr><td width=\"213\"><p>S&amp;P 500</p></td><td width=\"213\"><p>+1.46%</p></td><td width=\"213\"><p>+59</p></td></tr><tr><td width=\"213\"><p>Nasdaq</p></td><td width=\"213\"><p>+1.67%</p></td><td width=\"213\"><p>+191</p></td></tr></tbody></table><p>Data source: Yahoo! Finance.</p><p>There were noteworthy performances from stocks across the market. Two that were particularly interesting were <b>C3.ai </b>(AI 21.78%) and <b>Cvent Holding </b>(CVT 22.83%), both of which had seen substantial declines over the past year before today&#39;s news gave them big lifts. Read on to learn about why these two growth stocks helped lead the markets higher.</p><h2>C3.ai gets on the ChatGPT bandwagon</h2><p>Shares of C3.ai were up 22% on Tuesday. The artificial intelligence specialist announced the coming release of a new software product suite, and investors were pleased with one of the features it will offer upon its release.</p><p>C3.ai released the first product in its Generative AI Product Suite. The product will concentrate on enterprise search capabilities, giving users the ability to use a natural language interface to find and show data that&#39;s relevant to what they&#39;re looking for throughout their information systems. The platform touts the latest technology in AI, including the recently hyped ChatGPT AI models.</p><p>The company intends to release the enterprise search suite in March 2023, and already, users are excited about what the platform will let them do. From supply-chain management and customer-relationship management to ESG and sustainability initiatives, pre-built artificial intelligence applications should help corporate and public-sector customers get more from the data they collect.</p><p>The gains in C3.ai took the stock back to its best levels since last summer, but long-term investors are still sitting on huge losses since the company&#39;s initial public offering (IPO) in late 2020. It&#39;ll take a lot for C3.ai to live up to its full potential, but this platform could be a solid start.</p><h2>Could Cvent sell itself?</h2><p>Shares of Cvent Holding spent most of the day little changed. However, in the last half-hour of the trading day, the corporate event software specialist soared, finishing the day with a 23% rise in its stock price.</p><p>Cvent&#39;s gains came as <i>The Wall Street Journal </i>reported that the company was looking to negotiate a potential sale of its business. The report pointed to alternative investment specialist <b>Blackstone </b>(BX 1.12%) as having possible interest in a purchase of Cvent, although neither Cvent nor Blackstone commented officially for the story.</p><p>The reports specified that a deal could price Cvent at about $4 billion. That&#39;s roughly what the current market capitalization of the company is after the stock&#39;s jump on Tuesday.</p><p>Like C3.ai, Cvent has also struggled since its shares became available to the public in late 2020 after a period of having been privately held. The company is still posting significant losses, and the impact of the COVID-19 pandemic on corporate events played a key role in depressing its growth rate. Now, however, some shareholders believe that Cvent stock is undervalued in comparison to its future potential, especially as its customers finally start planning new events. If that proves to be the case, then a private equity buyer right now might end up picking up Cvent at an attractive price.</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 2 Stocks Helped the Market Finish January Strong</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 2 Stocks Helped the Market Finish January Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-01 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/31/these-2-stocks-helped-the-market-finish-january-st/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street always likes it when markets have a good January, and major market benchmarks sealed the deal on Tuesday with solid gains to end the month. The Nasdaq Composite (^IXIC 1.67%) was up double...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/31/these-2-stocks-helped-the-market-finish-january-st/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","CVT":"Cvent Inc","AI":"C3.ai, Inc.","BK4023":"应用软件","BK4551":"寇图资本持仓","BK4543":"AI"},"source_url":"https://www.fool.com/investing/2023/01/31/these-2-stocks-helped-the-market-finish-january-st/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308727197","content_text":"Wall Street always likes it when markets have a good January, and major market benchmarks sealed the deal on Tuesday with solid gains to end the month. The Nasdaq Composite (^IXIC 1.67%) was up double-digit percentages for the month, with the S&P 500 (^GSPC 1.46%) seeing a 6% rise and the Dow Jones Industrial Average (^DJI 1.09%) bringing up the rear with gains of roughly 3% in January.IndexDaily Percentage ChangeDaily Point ChangeDow+1.09%+369S&P 500+1.46%+59Nasdaq+1.67%+191Data source: Yahoo! Finance.There were noteworthy performances from stocks across the market. Two that were particularly interesting were C3.ai (AI 21.78%) and Cvent Holding (CVT 22.83%), both of which had seen substantial declines over the past year before today's news gave them big lifts. Read on to learn about why these two growth stocks helped lead the markets higher.C3.ai gets on the ChatGPT bandwagonShares of C3.ai were up 22% on Tuesday. The artificial intelligence specialist announced the coming release of a new software product suite, and investors were pleased with one of the features it will offer upon its release.C3.ai released the first product in its Generative AI Product Suite. The product will concentrate on enterprise search capabilities, giving users the ability to use a natural language interface to find and show data that's relevant to what they're looking for throughout their information systems. The platform touts the latest technology in AI, including the recently hyped ChatGPT AI models.The company intends to release the enterprise search suite in March 2023, and already, users are excited about what the platform will let them do. From supply-chain management and customer-relationship management to ESG and sustainability initiatives, pre-built artificial intelligence applications should help corporate and public-sector customers get more from the data they collect.The gains in C3.ai took the stock back to its best levels since last summer, but long-term investors are still sitting on huge losses since the company's initial public offering (IPO) in late 2020. It'll take a lot for C3.ai to live up to its full potential, but this platform could be a solid start.Could Cvent sell itself?Shares of Cvent Holding spent most of the day little changed. However, in the last half-hour of the trading day, the corporate event software specialist soared, finishing the day with a 23% rise in its stock price.Cvent's gains came as The Wall Street Journal reported that the company was looking to negotiate a potential sale of its business. The report pointed to alternative investment specialist Blackstone (BX 1.12%) as having possible interest in a purchase of Cvent, although neither Cvent nor Blackstone commented officially for the story.The reports specified that a deal could price Cvent at about $4 billion. That's roughly what the current market capitalization of the company is after the stock's jump on Tuesday.Like C3.ai, Cvent has also struggled since its shares became available to the public in late 2020 after a period of having been privately held. The company is still posting significant losses, and the impact of the COVID-19 pandemic on corporate events played a key role in depressing its growth rate. Now, however, some shareholders believe that Cvent stock is undervalued in comparison to its future potential, especially as its customers finally start planning new events. If that proves to be the case, then a private equity buyer right now might end up picking up Cvent at an attractive price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955950438,"gmtCreate":1675157459124,"gmtModify":1676538980272,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"Thanks good read","listText":"Thanks good read","text":"Thanks good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955950438","repostId":"2307375037","repostType":2,"repost":{"id":"2307375037","kind":"highlight","pubTimestamp":1675152230,"share":"https://ttm.financial/m/news/2307375037?lang=&edition=fundamental","pubTime":"2023-01-31 16:03","market":"us","language":"en","title":"Nvidia: ChatGPT Is A Growth Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2307375037","media":"Seekingalpha","summary":"As the dynamic AI industry continues its rapid ascent, Nvidia remains poised to be a major beneficia","content":"<html><head></head><body><p>As the dynamic AI industry continues its rapid ascent, Nvidia remains poised to be a major beneficiary of the advancements, particularly with the introduction of ChatGPT. Despite receiving significant attention, the full extent of the potential impact of ChatGPT on NVDA may be underestimated by investors. This article will explore the impacts of ChatGPT on the developments and effects of the AI arms race as it relates to NVDA, as well as provide an analysis of the company&#39;s financials and valuation to give readers a comprehensive understanding of the potential risks and rewards of investing in the stock.</p><h2>What Happened</h2><p>The introduction of ChatGPT has catalyzed an arms race among the largest technology companies. According to media reports, Microsoft, Alphabet and Meta are all gearing up to spend more. These three companies are expected to spend an incredible $90 billion in capital in their current fiscal year.</p><p>Over one million users registered for ChatGPT in the first five days after its launch on November 30, 0222, as reported by Greg Brockman, President of OpenAI. The program&#39;s capabilities have sparked a lot of discussion on social media, with users expressing amazement, amusement, and concern.</p><p>As reported by NYTimes, ChatGPT&#39;s release prompted Alphabet’s (GOOG) (GOOGL) management to declare a &#34;code red,&#34; indicating a major threat to the company. Some fear that this could be a sign of an impending disruptive technological change that could significantly impact the company&#39;s business. Google&#39;s search engine has been the primary way for people to access the internet for over two decades, but new chatbot technology that could potentially replace traditional search engines could pose a significant threat to Google&#39;s main search business. One executive at Google has described the situation to the NYTimes as a &#34;make or break&#34; for the company&#39;s future.</p><p>Microsoft CEO Satya Nadella stated at the World Economic Forum this week that &#34;Every product of Microsoft will have some of the same AI capabilities to completely transform the product,&#34; and tools like ChatGPT are necessary to boost productivity. Microsoft has also obtained an exclusive license to the underlying technology behind GPT-3 in 2020 and has a strong partnership with OpenAI. An update to GPT-3 called GPT-4 is expected to be released in early 2023 and be significantly more powerful than the current version, according to media reports.</p><p>The introduction of ChatGPT has also awakened Meta (META) from its slumber as employees have recently shared internal memos urging the company to speed up its AI approval process to take advantage of the latest technology. Moreover, it has been reported that Meta is increasing employing AI to fend up competitors like TikTok.</p><h2>AI Compute</h2><p>As the AI arms race heats up, the only company almost guaranteed to be a winner is NVIDIA. We can say this with confidence given NVIDIA’s market share in AI processing is 80%, according to Omedia.</p><p>NVIDIA GPUs are widely used in the AI and machine learning community due to their high performance and support for CUDA, a parallel computing platform and programming model for NVIDIA GPUs. As a result, OpenAI primarily uses NVIDIA GPUs (graphics processing units) for training and running its AI models, such as GPT-3 and ChatGPT.</p><p>CUDA is a parallel computing platform and programming model developed by NVIDIA for general-purpose computing on GPUs, making it useful for AI applications such as deep learning and machine learning. It allows for efficient and high-performance computations on large datasets. CUDA&#39;s ecosystem of libraries, tools, and resources makes it easy for developers to take advantage of the GPU&#39;s parallel computing capabilities, accelerate their applications and build more powerful and efficient AI models. It also includes libraries for deep learning, computer vision, and other AI workloads, as well as tools for profiling and debugging and resources for learning and training. Additionally, CUDA is widely supported by the industry, making it easy to integrate CUDA-enabled AI applications with other software and hardware systems.</p><h2>Concerns</h2><p>While we feel confident that NVDA will be a big winner as a result of the AI arms race, nothing in investing is a sure thing.</p><p>We are worried that competition may arise as AI becomes increasingly significant and NVIDIA&#39;s profits grow. Specifically, we are concerned about competition from China, a country with vast technical resources, a significant market for semiconductors, and a political desire to establish a domestic supply in light of the US government&#39;s technology restrictions.</p><p>For example, Chinese GPU developer Moore Threads has raised $215.4 million in Series B funding to support its ongoing research and development of multi-functional GPUs. This funding indicates investors&#39; belief in the potential of Chinese GPU development, driven by the country&#39;s need for AI/ML accelerators and graphics processors for gaming. Since its establishment in late 2020, Moore Threads has launched two graphics processors that are compatible with its MUSA computing platform: Sudi and Chunxiao, along with multiple add-in-boards built around that base design. These multi-functional GPUs are intended for various industries, including gaming, cloud computing, AI/ML, FP32 high-performance computing, and virtual desktop infrastructure. This broad market approach has enabled Moore Threads to attract investors from various backgrounds.</p><p>Another source of competition is the development of AI chips by tech giants themselves. For instance, Google has announced a processor specifically designed for improved imaging and machine learning capabilities. They have emphasized that the chip can efficiently perform tasks such as real-time language translation for captions, offline text-to-speech, image processing, and other machine learning-based functions, such as live translation and captions.</p><h2>Financials &amp; Valuation</h2><p>After several years of strong growth, NVIDIA experienced a slowdown in its fiscal year 23 (ending January) due to challenging comparisons in video games and data centers from previous years and the decline of the cryptocurrency market. As a result, sales for FY23 are projected to increase only 0.1%, in contrast to a 61.4% increase the previous year. This stagnation in sales is largely caused by a projected 30% year-over-year decline in the gaming segment, which is the most affected by cryptocurrency.</p><p>The sudden decrease in growth led to an increase in operating expenses that surpassed revenue growth, resulting in a 14% decrease in operating margins to 33.3% in FY23. This has in turn caused earnings per share to be projected to drop by 26% in FY23.</p><p>Amid a slowing economic climate and uncertainty surrounding end market demand, consensus projections remain cautious. For FY24, consensus estimates project sales growth of only 8.3% and earnings per share to recover to $4.39, which is still below its FY22 EPS of $4.44. However, with the escalating competition among tech giants in the field of AI, and the reliance on NVIDIA&#39;s GPUs for processing AI workloads, there is potential for NVIDIA to surpass these conservative estimates.</p><p>In January 2023, NVIDIA experienced a significant rally of 43%. While we believe the market&#39;s recognition of the opportunity presented by ChatGPT may have played a role, we believe the broader shift towards riskier assets had a larger impact. During the same period, Tesla (TSLA) experienced a rally of 64% and Bitcoin (BTC-USD) saw a rally of 40%.</p><p>The recent rally in NVIDIA&#39;s stock has led to a forward 12-month EPS multiple of 48x. However, considering the potential impact of ChatGPT on the company&#39;s earnings, it is possible that NVIDIA could exceed consensus estimates. If ChatGPT accelerates the company&#39;s projected results by one year, NVIDIA could see earnings per share of $5.56 in FY24. At this level, the stock would be trading at a more attractive multiple of 37.5x.</p><h2>Conclusion</h2><p>The advent of ChatGPT has sparked increased competition among major technology firms to develop and improve their AI capabilities. As a result, these companies are expected to ramp up their investments in NVIDIA&#39;s GPUs to support their AI operations. While current forecasts predict a moderate improvement in performance, there is potential for NVIDIA to surpass these projections significantly.</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>Nvidia: ChatGPT Is A Growth Catalyst</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: ChatGPT Is A Growth Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573504-nvidia-chatgpt-is-a-growth-catalyst><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the dynamic AI industry continues its rapid ascent, Nvidia remains poised to be a major beneficiary of the advancements, particularly with the introduction of ChatGPT. Despite receiving significant...</p>\n\n<a href=\"https://seekingalpha.com/article/4573504-nvidia-chatgpt-is-a-growth-catalyst\">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/4573504-nvidia-chatgpt-is-a-growth-catalyst","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2307375037","content_text":"As the dynamic AI industry continues its rapid ascent, Nvidia remains poised to be a major beneficiary of the advancements, particularly with the introduction of ChatGPT. Despite receiving significant attention, the full extent of the potential impact of ChatGPT on NVDA may be underestimated by investors. This article will explore the impacts of ChatGPT on the developments and effects of the AI arms race as it relates to NVDA, as well as provide an analysis of the company's financials and valuation to give readers a comprehensive understanding of the potential risks and rewards of investing in the stock.What HappenedThe introduction of ChatGPT has catalyzed an arms race among the largest technology companies. According to media reports, Microsoft, Alphabet and Meta are all gearing up to spend more. These three companies are expected to spend an incredible $90 billion in capital in their current fiscal year.Over one million users registered for ChatGPT in the first five days after its launch on November 30, 0222, as reported by Greg Brockman, President of OpenAI. The program's capabilities have sparked a lot of discussion on social media, with users expressing amazement, amusement, and concern.As reported by NYTimes, ChatGPT's release prompted Alphabet’s (GOOG) (GOOGL) management to declare a \"code red,\" indicating a major threat to the company. Some fear that this could be a sign of an impending disruptive technological change that could significantly impact the company's business. Google's search engine has been the primary way for people to access the internet for over two decades, but new chatbot technology that could potentially replace traditional search engines could pose a significant threat to Google's main search business. One executive at Google has described the situation to the NYTimes as a \"make or break\" for the company's future.Microsoft CEO Satya Nadella stated at the World Economic Forum this week that \"Every product of Microsoft will have some of the same AI capabilities to completely transform the product,\" and tools like ChatGPT are necessary to boost productivity. Microsoft has also obtained an exclusive license to the underlying technology behind GPT-3 in 2020 and has a strong partnership with OpenAI. An update to GPT-3 called GPT-4 is expected to be released in early 2023 and be significantly more powerful than the current version, according to media reports.The introduction of ChatGPT has also awakened Meta (META) from its slumber as employees have recently shared internal memos urging the company to speed up its AI approval process to take advantage of the latest technology. Moreover, it has been reported that Meta is increasing employing AI to fend up competitors like TikTok.AI ComputeAs the AI arms race heats up, the only company almost guaranteed to be a winner is NVIDIA. We can say this with confidence given NVIDIA’s market share in AI processing is 80%, according to Omedia.NVIDIA GPUs are widely used in the AI and machine learning community due to their high performance and support for CUDA, a parallel computing platform and programming model for NVIDIA GPUs. As a result, OpenAI primarily uses NVIDIA GPUs (graphics processing units) for training and running its AI models, such as GPT-3 and ChatGPT.CUDA is a parallel computing platform and programming model developed by NVIDIA for general-purpose computing on GPUs, making it useful for AI applications such as deep learning and machine learning. It allows for efficient and high-performance computations on large datasets. CUDA's ecosystem of libraries, tools, and resources makes it easy for developers to take advantage of the GPU's parallel computing capabilities, accelerate their applications and build more powerful and efficient AI models. It also includes libraries for deep learning, computer vision, and other AI workloads, as well as tools for profiling and debugging and resources for learning and training. Additionally, CUDA is widely supported by the industry, making it easy to integrate CUDA-enabled AI applications with other software and hardware systems.ConcernsWhile we feel confident that NVDA will be a big winner as a result of the AI arms race, nothing in investing is a sure thing.We are worried that competition may arise as AI becomes increasingly significant and NVIDIA's profits grow. Specifically, we are concerned about competition from China, a country with vast technical resources, a significant market for semiconductors, and a political desire to establish a domestic supply in light of the US government's technology restrictions.For example, Chinese GPU developer Moore Threads has raised $215.4 million in Series B funding to support its ongoing research and development of multi-functional GPUs. This funding indicates investors' belief in the potential of Chinese GPU development, driven by the country's need for AI/ML accelerators and graphics processors for gaming. Since its establishment in late 2020, Moore Threads has launched two graphics processors that are compatible with its MUSA computing platform: Sudi and Chunxiao, along with multiple add-in-boards built around that base design. These multi-functional GPUs are intended for various industries, including gaming, cloud computing, AI/ML, FP32 high-performance computing, and virtual desktop infrastructure. This broad market approach has enabled Moore Threads to attract investors from various backgrounds.Another source of competition is the development of AI chips by tech giants themselves. For instance, Google has announced a processor specifically designed for improved imaging and machine learning capabilities. They have emphasized that the chip can efficiently perform tasks such as real-time language translation for captions, offline text-to-speech, image processing, and other machine learning-based functions, such as live translation and captions.Financials & ValuationAfter several years of strong growth, NVIDIA experienced a slowdown in its fiscal year 23 (ending January) due to challenging comparisons in video games and data centers from previous years and the decline of the cryptocurrency market. As a result, sales for FY23 are projected to increase only 0.1%, in contrast to a 61.4% increase the previous year. This stagnation in sales is largely caused by a projected 30% year-over-year decline in the gaming segment, which is the most affected by cryptocurrency.The sudden decrease in growth led to an increase in operating expenses that surpassed revenue growth, resulting in a 14% decrease in operating margins to 33.3% in FY23. This has in turn caused earnings per share to be projected to drop by 26% in FY23.Amid a slowing economic climate and uncertainty surrounding end market demand, consensus projections remain cautious. For FY24, consensus estimates project sales growth of only 8.3% and earnings per share to recover to $4.39, which is still below its FY22 EPS of $4.44. However, with the escalating competition among tech giants in the field of AI, and the reliance on NVIDIA's GPUs for processing AI workloads, there is potential for NVIDIA to surpass these conservative estimates.In January 2023, NVIDIA experienced a significant rally of 43%. While we believe the market's recognition of the opportunity presented by ChatGPT may have played a role, we believe the broader shift towards riskier assets had a larger impact. During the same period, Tesla (TSLA) experienced a rally of 64% and Bitcoin (BTC-USD) saw a rally of 40%.The recent rally in NVIDIA's stock has led to a forward 12-month EPS multiple of 48x. However, considering the potential impact of ChatGPT on the company's earnings, it is possible that NVIDIA could exceed consensus estimates. If ChatGPT accelerates the company's projected results by one year, NVIDIA could see earnings per share of $5.56 in FY24. At this level, the stock would be trading at a more attractive multiple of 37.5x.ConclusionThe advent of ChatGPT has sparked increased competition among major technology firms to develop and improve their AI capabilities. As a result, these companies are expected to ramp up their investments in NVIDIA's GPUs to support their AI operations. While current forecasts predict a moderate improvement in performance, there is potential for NVIDIA to surpass these projections significantly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952228264,"gmtCreate":1674771144659,"gmtModify":1676538957488,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"Good information, thank you","listText":"Good information, thank you","text":"Good information, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952228264","repostId":"1124561367","repostType":4,"repost":{"id":"1124561367","kind":"news","pubTimestamp":1674734447,"share":"https://ttm.financial/m/news/1124561367?lang=&edition=fundamental","pubTime":"2023-01-26 20:00","market":"us","language":"en","title":"Microsoft: Bulls Are Still Standing On Shaky Legs","url":"https://stock-news.laohu8.com/highlight/detail?id=1124561367","media":"Seeking Alpha","summary":"SummaryMicrosoft Corporation's fiscal Q2 2023 results and outlook disappointed against market expect","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Microsoft Corporation&#39;s fiscal Q2 2023 results and outlook disappointed against market expectations -- causing a 4% drop in Microsoft shares on the next trading day&#39;s opening auction.</li><li>The disappointment was especially bitter given a worse than expected demand environment for Microsoft&#39;s cloud business.</li><li>I now downgrade my EPS expectations for Microsoft Corporation through 2025, I now model a fair implied share price for Microsoft equal to $211.06/share.</li><li>Reflecting on a challenging growth outlook, I reiterate a &#34;Hold&#34; rating for Microsoft Corporation.</li></ul><p><b>Thesis</b></p><p>I have been cautious going into Microsoft Corporation&#39;s (NASDAQ: MSFT)fiscal Q2 2023 report, and I continue to be cautious after. Microsoft&#39;s results for the December quarter were mixed. But the company clearly warned investors about a somewhat worse than expected outlook going into the calendar year 2023. And notably, the negative outlook was also anchored on soft expectations for the cloud business, Azure.</p><p>Reflecting on a challenging growth outlook, I now downgrade my EPS expectations for Microsoft Corporation through 2025, and based on an 8.75 cost of equity, I now model a fair implied share price for MSFT equal to $211.06/share.</p><p>For reference, MSFT stock is now a relative underperformer: shares are down approximately 18% for the past twelve months, as compared to a loss of only slightly less than 9% for the S&amp;P 500 (SP500).</p><p><img src=\"https://static.tigerbbs.com/36696cf8ab7649b66c27ef94fe77d53d\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Microsoft&#39;s December Quarter</b></p><p>During the period from September to end of December 2022, Microsoft generated total group revenues of about $52.75 billion. Although revenues are up by approximately 2% versus the same period one year earlier ($51.7 billion), Microsoft failed to meet consensus analyst expectations by about $405 million ($58.15 billion estimated, according to data compiled by Refinitiv).</p><p>Operating income for the period came in at $20.4 billion, representing a 9% year over year contraction as compared to $22.25 for the same period in 2021. Net-income was recorded, $16.4 billion ($2.20/share), which is a 15% contraction respectively. Analysts had expected earnings to be anchored around $2.27/ share, according to data compiled by Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/48947f4ddadfe710486dde92854f76b5\" tg-width=\"640\" tg-height=\"140\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Q2 2023 results</p><p>Revenues from &#34;Productivity and Business Processes&#34; was $17.0 billion (7% year over year growth), with &#34;Office Commercial products and cloud services&#34; and LinkedIn pushing up sales by 7% and 10% respectively. Revenues from Microsoft&#39;s &#34;More Personal Computing&#34; came in at $14.2 billion, a 19% decrease as compared to Q2 2022, driven by Windows OEM revenue being down 39% and Xbox content and services revenue being down 12%. Revenue in &#34;Intelligent Cloud&#34; was recorded at about $21.5 billion, growing 18% year-over-year.</p><p><b>Guidance Softer Than Hoped, With Cloud Disappointing</b></p><p>Microsoft forecasted that revenues for the upcoming quarter are likely to fall somewhere between $50.5 billion and $51.5 billion. This is around $1.5 billion less than what analysts had predicted at midpoint, and would represent only a 3% year over year increase as compared to Q3 in 2022.</p><p>The weaker than expected outlook was strongly anchored on a decelerating demand environment for Microsoft&#39;s cloud services. Notably, in Q2 2023, revenue from Azure cloud services had already slowed by approximately 4 percentage points as compared to Q1 2023, ending the year with about 38% year over year growth. However, management also acknowledged that the slowdown has worsened towards the end of 2022: Amy Hood, chief financial officer, commented that growth for Azure has now fallen to the &#34;mid-30s.&#34; Moreover, she also said that revenues could likely to fall another 4-5 percentage points in the second half of Microsoft&#39;s FY 2023.</p><p>Microsoft&#39;s cloud business has arguably become the company&#39;s most important growth driver, and Azure plays a key role why MSFT&#39;s is valued at a x20 EV/EBIT, as compared to a x10 - x15 EV/EBIT for other tech firms. And accordingly, I see the sharper than expected slowdown as a warning signal that MSFT stock might reprice to lower multiples.</p><p><b>Little Commentary About ChatGPT</b></p><p>Unfortunately, there was little direct commentary in MSFT&#39;s earnings results, including the analyst conference call, on MSFT&#39;s ambitions with ChatGPT. This is unfortunate, as positive commentary surrounding the partnership with ChatGPT might have supported investor sentiment. However, Satya Nadella clearly hinted to the opportunities that a partnership with ChatGPT might bring (emphasis added):</p><blockquote><b>The next major wave of computing is being born,</b>as the Microsoft Cloud turns the world’s most advanced<b>AI models into a new computing platform</b>...</blockquote><blockquote>... We are committed to helping our customers use our platforms and tools to do more with less today and innovate for the future in the new era of AI.</blockquote><p>And responding to a question from Brent Thill, from Jefferies, about the current environment for tech investments/ innovation, Nadella commented (emphases added):</p><blockquote>And so,<b>we fully expect us to sort of incorporate AIin every layer of the stack</b>, whether it’s in productivity, whether it’s in our consumer services. And so we are excited about it. But I think that we are also excited about OpenAI zone innovation, right. So, they commercialize their products.<b>We are excited about the Chat GPT being built on Azure and having the traction it has</b>. So, we look to both, there is an investment part to it and there is a commercial partnership. But fundamentally, it’s going to be something that’s going to drive, I think innovation and competitive differentiation in every one of the Microsoft solutions by leading in AI.</blockquote><p><b>Valuation Update: Lower TP</b></p><p>On the backdrop of a softer than expected profitability outlook, I lower my EPS expectations for Microsoft Corporation in 2023. I now estimate that MSFT&#39;s EPS in 2023 will likely fall to somewhere between $8.75 and $9.50. Moreover, I also lower my EPS expectations for 2024 and 2025, to $11.50 and 14.20, respectively.</p><p>I continue to anchor on a 3.5% terminal growth rate (one percentage point higher than estimated nominal global GDP growth) and a 8.75% cost of equity requirement.</p><p>Given the EPS updates as highlighted below, I now calculate a fair implied share price for MSFT of $211.06 as compared to $220.17prior.</p><p><img src=\"https://static.tigerbbs.com/e3070a5db014014e6526f33bdf4398ea\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s estimates and calculation</p><p>Below is also the updated sensitivity table.</p><p><img src=\"https://static.tigerbbs.com/b349fd3f4aaf57c5cbb69b3d2d368881\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s estimates and calculation</p><p><b>Conclusion</b></p><p>Microsoft Corporation&#39;s Q2 2023 results and outlook disappointed against market expectations--causing a 4% drop in MSFT shares on the next trading day&#39;s opening auction. The disappointment was especially bitter given a worse than expected demand environment for Microsoft&#39;s cloud business.</p><p>Reflecting on a challenging growth outlook, I now downgrade my EPS expectations for Microsoft Corporation through 2025, and based on an 8.75 cost of equity, I now model a fair implied share price for MSFT equal to $211.06/share.</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>Microsoft: Bulls Are Still Standing On Shaky Legs</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\">\nMicrosoft: Bulls Are Still Standing On Shaky Legs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4572299-microsoft-bulls-are-still-standing-on-shaky-legs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft Corporation's fiscal Q2 2023 results and outlook disappointed against market expectations -- causing a 4% drop in Microsoft shares on the next trading day's opening auction.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4572299-microsoft-bulls-are-still-standing-on-shaky-legs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4572299-microsoft-bulls-are-still-standing-on-shaky-legs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124561367","content_text":"SummaryMicrosoft Corporation's fiscal Q2 2023 results and outlook disappointed against market expectations -- causing a 4% drop in Microsoft shares on the next trading day's opening auction.The disappointment was especially bitter given a worse than expected demand environment for Microsoft's cloud business.I now downgrade my EPS expectations for Microsoft Corporation through 2025, I now model a fair implied share price for Microsoft equal to $211.06/share.Reflecting on a challenging growth outlook, I reiterate a \"Hold\" rating for Microsoft Corporation.ThesisI have been cautious going into Microsoft Corporation's (NASDAQ: MSFT)fiscal Q2 2023 report, and I continue to be cautious after. Microsoft's results for the December quarter were mixed. But the company clearly warned investors about a somewhat worse than expected outlook going into the calendar year 2023. And notably, the negative outlook was also anchored on soft expectations for the cloud business, Azure.Reflecting on a challenging growth outlook, I now downgrade my EPS expectations for Microsoft Corporation through 2025, and based on an 8.75 cost of equity, I now model a fair implied share price for MSFT equal to $211.06/share.For reference, MSFT stock is now a relative underperformer: shares are down approximately 18% for the past twelve months, as compared to a loss of only slightly less than 9% for the S&P 500 (SP500).Seeking AlphaMicrosoft's December QuarterDuring the period from September to end of December 2022, Microsoft generated total group revenues of about $52.75 billion. Although revenues are up by approximately 2% versus the same period one year earlier ($51.7 billion), Microsoft failed to meet consensus analyst expectations by about $405 million ($58.15 billion estimated, according to data compiled by Refinitiv).Operating income for the period came in at $20.4 billion, representing a 9% year over year contraction as compared to $22.25 for the same period in 2021. Net-income was recorded, $16.4 billion ($2.20/share), which is a 15% contraction respectively. Analysts had expected earnings to be anchored around $2.27/ share, according to data compiled by Refinitiv.Microsoft Q2 2023 resultsRevenues from \"Productivity and Business Processes\" was $17.0 billion (7% year over year growth), with \"Office Commercial products and cloud services\" and LinkedIn pushing up sales by 7% and 10% respectively. Revenues from Microsoft's \"More Personal Computing\" came in at $14.2 billion, a 19% decrease as compared to Q2 2022, driven by Windows OEM revenue being down 39% and Xbox content and services revenue being down 12%. Revenue in \"Intelligent Cloud\" was recorded at about $21.5 billion, growing 18% year-over-year.Guidance Softer Than Hoped, With Cloud DisappointingMicrosoft forecasted that revenues for the upcoming quarter are likely to fall somewhere between $50.5 billion and $51.5 billion. This is around $1.5 billion less than what analysts had predicted at midpoint, and would represent only a 3% year over year increase as compared to Q3 in 2022.The weaker than expected outlook was strongly anchored on a decelerating demand environment for Microsoft's cloud services. Notably, in Q2 2023, revenue from Azure cloud services had already slowed by approximately 4 percentage points as compared to Q1 2023, ending the year with about 38% year over year growth. However, management also acknowledged that the slowdown has worsened towards the end of 2022: Amy Hood, chief financial officer, commented that growth for Azure has now fallen to the \"mid-30s.\" Moreover, she also said that revenues could likely to fall another 4-5 percentage points in the second half of Microsoft's FY 2023.Microsoft's cloud business has arguably become the company's most important growth driver, and Azure plays a key role why MSFT's is valued at a x20 EV/EBIT, as compared to a x10 - x15 EV/EBIT for other tech firms. And accordingly, I see the sharper than expected slowdown as a warning signal that MSFT stock might reprice to lower multiples.Little Commentary About ChatGPTUnfortunately, there was little direct commentary in MSFT's earnings results, including the analyst conference call, on MSFT's ambitions with ChatGPT. This is unfortunate, as positive commentary surrounding the partnership with ChatGPT might have supported investor sentiment. However, Satya Nadella clearly hinted to the opportunities that a partnership with ChatGPT might bring (emphasis added):The next major wave of computing is being born,as the Microsoft Cloud turns the world’s most advancedAI models into a new computing platform...... We are committed to helping our customers use our platforms and tools to do more with less today and innovate for the future in the new era of AI.And responding to a question from Brent Thill, from Jefferies, about the current environment for tech investments/ innovation, Nadella commented (emphases added):And so,we fully expect us to sort of incorporate AIin every layer of the stack, whether it’s in productivity, whether it’s in our consumer services. And so we are excited about it. But I think that we are also excited about OpenAI zone innovation, right. So, they commercialize their products.We are excited about the Chat GPT being built on Azure and having the traction it has. So, we look to both, there is an investment part to it and there is a commercial partnership. But fundamentally, it’s going to be something that’s going to drive, I think innovation and competitive differentiation in every one of the Microsoft solutions by leading in AI.Valuation Update: Lower TPOn the backdrop of a softer than expected profitability outlook, I lower my EPS expectations for Microsoft Corporation in 2023. I now estimate that MSFT's EPS in 2023 will likely fall to somewhere between $8.75 and $9.50. Moreover, I also lower my EPS expectations for 2024 and 2025, to $11.50 and 14.20, respectively.I continue to anchor on a 3.5% terminal growth rate (one percentage point higher than estimated nominal global GDP growth) and a 8.75% cost of equity requirement.Given the EPS updates as highlighted below, I now calculate a fair implied share price for MSFT of $211.06 as compared to $220.17prior.Author's estimates and calculationBelow is also the updated sensitivity table.Author's estimates and calculationConclusionMicrosoft Corporation's Q2 2023 results and outlook disappointed against market expectations--causing a 4% drop in MSFT shares on the next trading day's opening auction. The disappointment was especially bitter given a worse than expected demand environment for Microsoft's cloud business.Reflecting on a challenging growth outlook, I now downgrade my EPS expectations for Microsoft Corporation through 2025, and based on an 8.75 cost of equity, I now model a fair implied share price for MSFT equal to $211.06/share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952029297,"gmtCreate":1674271516420,"gmtModify":1676538934886,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4137359088130892","idStr":"4137359088130892"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>180 usd","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>180 usd","text":"$Tesla Motors(TSLA)$ 180 usd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952029297","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941673252,"gmtCreate":1680237787977,"gmtModify":1680237791775,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941673252","repostId":"2323745014","repostType":4,"repost":{"id":"2323745014","kind":"highlight","pubTimestamp":1680222146,"share":"https://ttm.financial/m/news/2323745014?lang=&edition=fundamental","pubTime":"2023-03-31 08:22","market":"us","language":"en","title":"7 Undervalued Growth Stocks to Buy Before They Take Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2323745014","media":"InvestorPlace","summary":"Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is pois","content":"<html><head></head><body><ul><li><p><strong>Roku</strong> (<strong><u>ROKU</u></strong>): Roku is getting a lift from the rebounding TV ad market.</p></li><li><p><strong>Plug Power</strong> (<strong><u>PLUG</u></strong>): PLUG is poised to become a major supplier of green hydrogen to a large airlines.</p></li><li><p><strong>Darden</strong> (<strong><u>DRI</u></strong>): DRI reported outstanding quarterly results this month.</p></li><li><p>Keep reading to find the complete list of undervalued growth stocks!</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9691c73d2c90fafebcc65ae4d5ebc19\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: REDPIXEL.PL / Shutterstock.com</p><p>With the mini-banking crisis ebbing, the Fed poised to stop raising interest rates, and strong economic growth, it’s a good time to find undervalued growth stocks to buy.</p><p>Significant parts of most of the American banks that have failed in recent weeks have been acquired, while a troublesome European bank, Credit Suisse, was bought by <strong>UBS </strong>(NYSE:<strong><u>UBS</u></strong>). Meanwhile, the flow of deposits from small banks to large banks “has slowed to a trickle in recent days, <em>CNBC</em> reported on March 25. The latter data indicate that the banking sector is quickly returning to normal after the mini-crisis. As a result, the mini-crisis is unlikely to trigger a recession and almost certainly won’t result in a credit crunch.</p><p>Further, the Fed is poised to finally take its foot off the brake, as most Fed officials expect to raise rates minimally for the rest of this year.</p><p>On the economic front, the labor market continues to be very strong, and the central bank expects the economy to grow at a scintillating, annualized pace of 3.2% this quarter.</p><p>Here are seven undervalued stocks to buy that will enable investors to take advantage of these favorable macro conditions.</p><h2>Undervalued Growth Stocks: Roku (ROKU)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a667fe0ddb71e20f994e71009e4d7590\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock</p><p>As I’ve pointed out in past columns, <strong>Roku </strong>(NASDAQ:<strong><u>ROKU</u></strong>) provides the leading operating system for streaming TV, which has become consumers’ favorite way to watch television. And I’ve noted that the supply chain and ad issues that have plagued the company in recent years should ebb as supply chains continue to improve.</p><p>Now the Street is catching on to ROKU stock’s strong, positive catalysts. That’s because investment bank Susquehanna raised its rating on ROKU to “positive” from “neutral.” The firm thinks the company’s financial results are “bottoming,” It will benefit over the long term as marketers move more ads to streaming channels.</p><p>The firm reported that the ad market appears to be improving, while Roku could soon start selling ads to other digital platforms. According to the investment bank, the latter initiative could enable Roku to collect additional “high margin revenue.”</p><p>ROKU is currently changing hands at a relatively low forward price-sales ratio of 2.35. Given Roku’s tremendous growth potential, I think the shares are meaningfully undervalued at current levels.</p><h2>Plug Power (PLUG)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8baac56f5c9242be08f484dc5169a823\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Postmodern Studio / Shutterstock</p><p><strong>Plug Power</strong> (NASDAQ:<strong><u>PLUG</u></strong>) continues to progress toward becoming a green-hydrogen giant. Specifically, the company announced on March 21 that it had found a way to make hydrogen-powered forklifts economical for the first time “for warehouses that operate fewer than 100 electric forklifts.”</p><p>According to PLUG, such warehouses buy “more than 25% of all forklifts sold in the U.S.”</p><p>Moreover, Plug provided hydrogen fuel cells for a recent successful test flight of a small plane that was partially powered by hydrogen. The plane is owned by <strong>Universal Hydrogen</strong>, which carried out the test and has made a deal to supply hydrogen to <strong>American Airlines</strong> (NASDAQ:<strong><u>AAL</u></strong>) “by 2025.” And America’s smaller, main planes are expected to start utilizing hydrogen around 2029.</p><p>Since PLUG is a major supplier of green hydrogen and is working with Universal Hydrogen, the latter company will likely buy a great deal of green hydrogen from Plug Power, lifting Plug’s financial results and PLUG stock in the process.</p><p>Plug Power is trading for just 1.3 times its 2026 revenue guidance of $5 billion, making the shares’ valuation quite attractive.</p><h2>Darden (DRI)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bfb9f537e8a9add6ff029343c9197ab\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutterstock</p><p><strong>Darden</strong> (NYSE:<strong><u>DRI</u></strong>), which owns and operates many casual-dining restaurants, delivered beat-and-raise quarterly results on March 23.</p><p>Specifically, the company’s revenue soared 14% year-over-year, while its same-store sales climbed 11.7%. Meanwhile, Darden’s earnings per share came in at $2.34, and it increased its fiscal 2023 EPS estimate to $7.85-$8 from $7.60-$8.</p><p>Bank of America responded to the news by raising its price target on DRI stock to $172 from $170. The firm is upbeat on the company’s low-price strategy, and it thinks that DRI could beat its same-restaurant-sales-growth guidance of 3%-5% for the current quarter. The bank maintained a “buy” rating on the shares.</p><p>And calling Darden’s Q3 results “solid,” RBC Capital raised its price target on the shares to $165 from $160. The bank says that commodity prices are trending downwards, which maintained an “outperform” rating on DRI stock.</p><p>Given Darden’s strong growth, its forward price-to-earnings ratio of 16.8 times is quite attractive regarding undervalued growth stocks.</p><h2>Air Products &amp; Chemicals (APD)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b2f5b1fa69ce6ff3b5589cb9595c036\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Andy Borysowski / Shutterstock.com</p><p><em>InvestorPlace</em> columnist Chris Markoch recently reported that <strong>Air Products &amp; Chemicals </strong>(NYSE:<strong><u>APD</u></strong>) plans to spend “over $15 billion by 2027 to deliver large amounts of clean hydrogen.”</p><p>Thus, over the long term, APD will likely deliver strong growth as the demand for green hydrogen by trucking companies, airlines, and many other companies surges tremendously.</p><p>Supporting my theory, APD CEO Seifi Ghasemi said in February, “We continue to see significant opportunities…to bring green hydrogen to consumers around the world,”</p><p>And as Markoch points out, the company has low debt and a stable gas business, making the shares appealing to conservative investors. Also noteworthy is that APD expects its earnings per share, excluding certain items, to soar 9%-12% this year to $11.20-$11.50.</p><p>On March 7, investment bank Evercore added APD to its “Tactical Outpeform” list, citing the company’s favorable valuation and the strong outlook of its industrial gases business.</p><p>At the midpoint, that equates to a forward price-to-earnings ratio of 23.7 for APD stock. That valuation is very attractive, given the company’s strong profitability and a huge opportunity in green hydrogen.</p><h2>Canadian Solar (CSIQ)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f004b89489d4cb1df4ad5b421940e4b\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutter B Photo / Shutterstock.com</p><p><strong>Canadian Solar</strong> (NASDAQ:<strong><u>CSIQ</u></strong>) reported very strong fourth-quarter results, showing that it’s benefiting a great deal from the very rapid proliferation of solar energy. Specifically, the company’s shipments of solar modules soared 68% year-over-year, while its net income jumped almost 300% to $77.8 million. Moreover, its gross margin came in at nearly 17.7%, near the upper end of its guidance range. And analysts, on average, expect its EPS to soar 69% in 2023.</p><p>Importantly CEO Shawn Qu, speaking on the company’s Q4 earnings call, stated that he thinks gross margins can reach “20% to 30%..in [the] mid to long term.”</p><p>And impressively, CSIQ stock has a Composite Rating of 89 from IBD, including an RS score of 90,. The latter score indicates that CSIQ stock has meaningfully outperformed the market in the last year.</p><p>CSIQ should continue to benefit from the quickly increasing use of solar energy in many parts of the world, especially China and Europe, and from the electrification of transportation.</p><p>The stock’s forward price-to-earnings ratio of 5.75x is extremely low, making it one of the top undervalued growth stocks.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p><strong>PayPal </strong>(NASDAQ:<strong><u>PYPL</u></strong>) is clearly continuing to benefit from the ongoing growth of e-commerce and digital payments, along with strong consumer spending trends. Last quarter, its free cash flow climbed 4%, while it expects its earnings per share, excluding some items, to rise around 24% this quarter versus the same period a year earlier.</p><p>Going forward, the company may also get a boost from the accusations made by Hindenburg Research against <strong><a href=\"https://laohu8.com/S/SQ\">Block</a></strong> (NYSE:<strong><u>SQ</u></strong>). First, some investors who have sold SQ stock because of the accusations could look to buy PayPal instead. And secondly, PayPal does compete with Block to some extent, and some small businesses could give up Block and turn to PayPal in the wake of Hindenburg’s charges.</p><p>Also noteworthy is that outgoing CEO Dan Schulman, on March 9, said that “I think across our business, we’re seeing strength that’s beyond what we expected.” Schulman said that a rebound of e-commerce, or “discretionary spending,” may be responsible for the rebound.</p><p>Alternatively, PayPal could be gaining market share, he stated.</p><p>PYPL stock has a very attractive forward price-to-earnings ratio of 15x.</p><h2>Volkswagen (VWAGY)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1245be8a7f8896e9c3e078dcc4bd0ce6\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: multitel / Shutterstock.com</p><p><strong>Volkswagen’s </strong>(OTCMKTS:<strong><u>VWAGY</u></strong>) revenue climbed 11.6% last year, and it is second when it comes to global sales of automobiles. Additionally, the company’s earnings before taxes jumped 9.5% last year to 22 billion euros. And in the fourth quarter, its global auto sales climbed 11% compared to a year earlier.</p><p>Going forward, the automaker should benefit from improving economic trends in the EU. Indeed, the number of “new car registrations” in the bloc jumped 11.5% year-over-year last month.</p><p>Moreover, Volkswagen is a leader in the rapidly growing EV sector. Last quarter, its global EV sales jumped 24% year-over-year to 118,000. In the EU, overall EV sales soared 40% YOY last month, so Volkswagen’s leadership in the EV sector should boost its growth within Europe. And with the automaker planning to invest a great deal in its EV transformation going forward, it should benefit tremendously from the continued proliferation of EVs in Europe, the U.S., and China.</p><p>Despite all of these positive catalysts, Volkswagen has a tiny forward price-to-earnings ratio of just 4.9x. That makes it among the best undervalued growth stocks in my book.</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 Undervalued Growth Stocks to Buy Before They Take Off</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 Undervalued Growth Stocks to Buy Before They Take Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is poised to become a major supplier of green hydrogen to a large airlines.Darden (DRI): DRI reported ...</p>\n\n<a href=\"https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4581":"高盛持仓","BK4096":"电气部件与设备","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4209":"餐馆","BK4099":"汽车制造商","TQQQ":"纳指三倍做多ETF","BK4548":"巴美列捷福持仓","APD":"空气化工","BK4541":"氢能源","QID":"纳指两倍做空ETF","BK4528":"SaaS概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","ROKU":"Roku Inc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","PYPL":"PayPal","PLUG":"普拉格能源","LU1861217088.USD":"贝莱德金融科技A2","BK4008":"航空公司","BK4585":"ETF&股票定投概念","BK4101":"工业气体","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","SQQQ":"纳指三倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","VWAGY":"大众汽车ADR","BK4566":"资本集团","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4535":"淡马锡持仓","BK4524":"宅经济概念","DRI":"达登饭店","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4550":"红杉资本持仓","BK4500":"航空公司","BK4141":"半导体产品","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","CSIQ":"阿特斯太阳能","BK4503":"景林资产持仓","SQ":"Block","AAL":"美国航空","BK4118":"综合性资本市场","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4519":"光伏太阳能"},"source_url":"https://investorplace.com/2023/03/7-undervalued-growth-stocks-to-buy-before-they-take-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323745014","content_text":"Roku (ROKU): Roku is getting a lift from the rebounding TV ad market.Plug Power (PLUG): PLUG is poised to become a major supplier of green hydrogen to a large airlines.Darden (DRI): DRI reported outstanding quarterly results this month.Keep reading to find the complete list of undervalued growth stocks!Source: REDPIXEL.PL / Shutterstock.comWith the mini-banking crisis ebbing, the Fed poised to stop raising interest rates, and strong economic growth, it’s a good time to find undervalued growth stocks to buy.Significant parts of most of the American banks that have failed in recent weeks have been acquired, while a troublesome European bank, Credit Suisse, was bought by UBS (NYSE:UBS). Meanwhile, the flow of deposits from small banks to large banks “has slowed to a trickle in recent days, CNBC reported on March 25. The latter data indicate that the banking sector is quickly returning to normal after the mini-crisis. As a result, the mini-crisis is unlikely to trigger a recession and almost certainly won’t result in a credit crunch.Further, the Fed is poised to finally take its foot off the brake, as most Fed officials expect to raise rates minimally for the rest of this year.On the economic front, the labor market continues to be very strong, and the central bank expects the economy to grow at a scintillating, annualized pace of 3.2% this quarter.Here are seven undervalued stocks to buy that will enable investors to take advantage of these favorable macro conditions.Undervalued Growth Stocks: Roku (ROKU)Source: Michael Vi / ShutterstockAs I’ve pointed out in past columns, Roku (NASDAQ:ROKU) provides the leading operating system for streaming TV, which has become consumers’ favorite way to watch television. And I’ve noted that the supply chain and ad issues that have plagued the company in recent years should ebb as supply chains continue to improve.Now the Street is catching on to ROKU stock’s strong, positive catalysts. That’s because investment bank Susquehanna raised its rating on ROKU to “positive” from “neutral.” The firm thinks the company’s financial results are “bottoming,” It will benefit over the long term as marketers move more ads to streaming channels.The firm reported that the ad market appears to be improving, while Roku could soon start selling ads to other digital platforms. According to the investment bank, the latter initiative could enable Roku to collect additional “high margin revenue.”ROKU is currently changing hands at a relatively low forward price-sales ratio of 2.35. Given Roku’s tremendous growth potential, I think the shares are meaningfully undervalued at current levels.Plug Power (PLUG)Source: Postmodern Studio / ShutterstockPlug Power (NASDAQ:PLUG) continues to progress toward becoming a green-hydrogen giant. Specifically, the company announced on March 21 that it had found a way to make hydrogen-powered forklifts economical for the first time “for warehouses that operate fewer than 100 electric forklifts.”According to PLUG, such warehouses buy “more than 25% of all forklifts sold in the U.S.”Moreover, Plug provided hydrogen fuel cells for a recent successful test flight of a small plane that was partially powered by hydrogen. The plane is owned by Universal Hydrogen, which carried out the test and has made a deal to supply hydrogen to American Airlines (NASDAQ:AAL) “by 2025.” And America’s smaller, main planes are expected to start utilizing hydrogen around 2029.Since PLUG is a major supplier of green hydrogen and is working with Universal Hydrogen, the latter company will likely buy a great deal of green hydrogen from Plug Power, lifting Plug’s financial results and PLUG stock in the process.Plug Power is trading for just 1.3 times its 2026 revenue guidance of $5 billion, making the shares’ valuation quite attractive.Darden (DRI)Source: ShutterstockDarden (NYSE:DRI), which owns and operates many casual-dining restaurants, delivered beat-and-raise quarterly results on March 23.Specifically, the company’s revenue soared 14% year-over-year, while its same-store sales climbed 11.7%. Meanwhile, Darden’s earnings per share came in at $2.34, and it increased its fiscal 2023 EPS estimate to $7.85-$8 from $7.60-$8.Bank of America responded to the news by raising its price target on DRI stock to $172 from $170. The firm is upbeat on the company’s low-price strategy, and it thinks that DRI could beat its same-restaurant-sales-growth guidance of 3%-5% for the current quarter. The bank maintained a “buy” rating on the shares.And calling Darden’s Q3 results “solid,” RBC Capital raised its price target on the shares to $165 from $160. The bank says that commodity prices are trending downwards, which maintained an “outperform” rating on DRI stock.Given Darden’s strong growth, its forward price-to-earnings ratio of 16.8 times is quite attractive regarding undervalued growth stocks.Air Products & Chemicals (APD)Source: Andy Borysowski / Shutterstock.comInvestorPlace columnist Chris Markoch recently reported that Air Products & Chemicals (NYSE:APD) plans to spend “over $15 billion by 2027 to deliver large amounts of clean hydrogen.”Thus, over the long term, APD will likely deliver strong growth as the demand for green hydrogen by trucking companies, airlines, and many other companies surges tremendously.Supporting my theory, APD CEO Seifi Ghasemi said in February, “We continue to see significant opportunities…to bring green hydrogen to consumers around the world,”And as Markoch points out, the company has low debt and a stable gas business, making the shares appealing to conservative investors. Also noteworthy is that APD expects its earnings per share, excluding certain items, to soar 9%-12% this year to $11.20-$11.50.On March 7, investment bank Evercore added APD to its “Tactical Outpeform” list, citing the company’s favorable valuation and the strong outlook of its industrial gases business.At the midpoint, that equates to a forward price-to-earnings ratio of 23.7 for APD stock. That valuation is very attractive, given the company’s strong profitability and a huge opportunity in green hydrogen.Canadian Solar (CSIQ)Source: Shutter B Photo / Shutterstock.comCanadian Solar (NASDAQ:CSIQ) reported very strong fourth-quarter results, showing that it’s benefiting a great deal from the very rapid proliferation of solar energy. Specifically, the company’s shipments of solar modules soared 68% year-over-year, while its net income jumped almost 300% to $77.8 million. Moreover, its gross margin came in at nearly 17.7%, near the upper end of its guidance range. And analysts, on average, expect its EPS to soar 69% in 2023.Importantly CEO Shawn Qu, speaking on the company’s Q4 earnings call, stated that he thinks gross margins can reach “20% to 30%..in [the] mid to long term.”And impressively, CSIQ stock has a Composite Rating of 89 from IBD, including an RS score of 90,. The latter score indicates that CSIQ stock has meaningfully outperformed the market in the last year.CSIQ should continue to benefit from the quickly increasing use of solar energy in many parts of the world, especially China and Europe, and from the electrification of transportation.The stock’s forward price-to-earnings ratio of 5.75x is extremely low, making it one of the top undervalued growth stocks.PayPal (PYPL)Source: Michael Vi / Shutterstock.comPayPal (NASDAQ:PYPL) is clearly continuing to benefit from the ongoing growth of e-commerce and digital payments, along with strong consumer spending trends. Last quarter, its free cash flow climbed 4%, while it expects its earnings per share, excluding some items, to rise around 24% this quarter versus the same period a year earlier.Going forward, the company may also get a boost from the accusations made by Hindenburg Research against Block (NYSE:SQ). First, some investors who have sold SQ stock because of the accusations could look to buy PayPal instead. And secondly, PayPal does compete with Block to some extent, and some small businesses could give up Block and turn to PayPal in the wake of Hindenburg’s charges.Also noteworthy is that outgoing CEO Dan Schulman, on March 9, said that “I think across our business, we’re seeing strength that’s beyond what we expected.” Schulman said that a rebound of e-commerce, or “discretionary spending,” may be responsible for the rebound.Alternatively, PayPal could be gaining market share, he stated.PYPL stock has a very attractive forward price-to-earnings ratio of 15x.Volkswagen (VWAGY)Source: multitel / Shutterstock.comVolkswagen’s (OTCMKTS:VWAGY) revenue climbed 11.6% last year, and it is second when it comes to global sales of automobiles. Additionally, the company’s earnings before taxes jumped 9.5% last year to 22 billion euros. And in the fourth quarter, its global auto sales climbed 11% compared to a year earlier.Going forward, the automaker should benefit from improving economic trends in the EU. Indeed, the number of “new car registrations” in the bloc jumped 11.5% year-over-year last month.Moreover, Volkswagen is a leader in the rapidly growing EV sector. Last quarter, its global EV sales jumped 24% year-over-year to 118,000. In the EU, overall EV sales soared 40% YOY last month, so Volkswagen’s leadership in the EV sector should boost its growth within Europe. And with the automaker planning to invest a great deal in its EV transformation going forward, it should benefit tremendously from the continued proliferation of EVs in Europe, the U.S., and China.Despite all of these positive catalysts, Volkswagen has a tiny forward price-to-earnings ratio of just 4.9x. That makes it among the best undervalued growth stocks in my book.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955359441,"gmtCreate":1675227050784,"gmtModify":1676538985099,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"THanks!","listText":"THanks!","text":"THanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955359441","repostId":"2308727197","repostType":2,"repost":{"id":"2308727197","kind":"highlight","pubTimestamp":1675222169,"share":"https://ttm.financial/m/news/2308727197?lang=&edition=fundamental","pubTime":"2023-02-01 11:29","market":"us","language":"en","title":"These 2 Stocks Helped the Market Finish January Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=2308727197","media":"Motley Fool","summary":"Wall Street is heading into the next Fed decision with a lot of confidence.","content":"<html><head></head><body><p>Wall Street always likes it when markets have a good January, and major market benchmarks sealed the deal on Tuesday with solid gains to end the month. The <b>Nasdaq Composite </b>(^IXIC 1.67%) was up double-digit percentages for the month, with the <b>S&amp;P 500 </b>(^GSPC 1.46%) seeing a 6% rise and the <b>Dow Jones Industrial Average </b>(^DJI 1.09%) bringing up the rear with gains of roughly 3% in January.</p><table><thead><tr><th><p><b>Index</b></p></th><th><p><b>Daily Percentage Change</b></p></th><th><p><b>Daily Point Change</b></p></th></tr></thead><tbody><tr><td width=\"213\"><p>Dow</p></td><td width=\"213\"><p>+1.09%</p></td><td width=\"213\"><p>+369</p></td></tr><tr><td width=\"213\"><p>S&amp;P 500</p></td><td width=\"213\"><p>+1.46%</p></td><td width=\"213\"><p>+59</p></td></tr><tr><td width=\"213\"><p>Nasdaq</p></td><td width=\"213\"><p>+1.67%</p></td><td width=\"213\"><p>+191</p></td></tr></tbody></table><p>Data source: Yahoo! Finance.</p><p>There were noteworthy performances from stocks across the market. Two that were particularly interesting were <b>C3.ai </b>(AI 21.78%) and <b>Cvent Holding </b>(CVT 22.83%), both of which had seen substantial declines over the past year before today&#39;s news gave them big lifts. Read on to learn about why these two growth stocks helped lead the markets higher.</p><h2>C3.ai gets on the ChatGPT bandwagon</h2><p>Shares of C3.ai were up 22% on Tuesday. The artificial intelligence specialist announced the coming release of a new software product suite, and investors were pleased with one of the features it will offer upon its release.</p><p>C3.ai released the first product in its Generative AI Product Suite. The product will concentrate on enterprise search capabilities, giving users the ability to use a natural language interface to find and show data that&#39;s relevant to what they&#39;re looking for throughout their information systems. The platform touts the latest technology in AI, including the recently hyped ChatGPT AI models.</p><p>The company intends to release the enterprise search suite in March 2023, and already, users are excited about what the platform will let them do. From supply-chain management and customer-relationship management to ESG and sustainability initiatives, pre-built artificial intelligence applications should help corporate and public-sector customers get more from the data they collect.</p><p>The gains in C3.ai took the stock back to its best levels since last summer, but long-term investors are still sitting on huge losses since the company&#39;s initial public offering (IPO) in late 2020. It&#39;ll take a lot for C3.ai to live up to its full potential, but this platform could be a solid start.</p><h2>Could Cvent sell itself?</h2><p>Shares of Cvent Holding spent most of the day little changed. However, in the last half-hour of the trading day, the corporate event software specialist soared, finishing the day with a 23% rise in its stock price.</p><p>Cvent&#39;s gains came as <i>The Wall Street Journal </i>reported that the company was looking to negotiate a potential sale of its business. The report pointed to alternative investment specialist <b>Blackstone </b>(BX 1.12%) as having possible interest in a purchase of Cvent, although neither Cvent nor Blackstone commented officially for the story.</p><p>The reports specified that a deal could price Cvent at about $4 billion. That&#39;s roughly what the current market capitalization of the company is after the stock&#39;s jump on Tuesday.</p><p>Like C3.ai, Cvent has also struggled since its shares became available to the public in late 2020 after a period of having been privately held. The company is still posting significant losses, and the impact of the COVID-19 pandemic on corporate events played a key role in depressing its growth rate. Now, however, some shareholders believe that Cvent stock is undervalued in comparison to its future potential, especially as its customers finally start planning new events. If that proves to be the case, then a private equity buyer right now might end up picking up Cvent at an attractive price.</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 2 Stocks Helped the Market Finish January Strong</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 2 Stocks Helped the Market Finish January Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-01 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/31/these-2-stocks-helped-the-market-finish-january-st/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street always likes it when markets have a good January, and major market benchmarks sealed the deal on Tuesday with solid gains to end the month. The Nasdaq Composite (^IXIC 1.67%) was up double...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/31/these-2-stocks-helped-the-market-finish-january-st/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","CVT":"Cvent Inc","AI":"C3.ai, Inc.","BK4023":"应用软件","BK4551":"寇图资本持仓","BK4543":"AI"},"source_url":"https://www.fool.com/investing/2023/01/31/these-2-stocks-helped-the-market-finish-january-st/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308727197","content_text":"Wall Street always likes it when markets have a good January, and major market benchmarks sealed the deal on Tuesday with solid gains to end the month. The Nasdaq Composite (^IXIC 1.67%) was up double-digit percentages for the month, with the S&P 500 (^GSPC 1.46%) seeing a 6% rise and the Dow Jones Industrial Average (^DJI 1.09%) bringing up the rear with gains of roughly 3% in January.IndexDaily Percentage ChangeDaily Point ChangeDow+1.09%+369S&P 500+1.46%+59Nasdaq+1.67%+191Data source: Yahoo! Finance.There were noteworthy performances from stocks across the market. Two that were particularly interesting were C3.ai (AI 21.78%) and Cvent Holding (CVT 22.83%), both of which had seen substantial declines over the past year before today's news gave them big lifts. Read on to learn about why these two growth stocks helped lead the markets higher.C3.ai gets on the ChatGPT bandwagonShares of C3.ai were up 22% on Tuesday. The artificial intelligence specialist announced the coming release of a new software product suite, and investors were pleased with one of the features it will offer upon its release.C3.ai released the first product in its Generative AI Product Suite. The product will concentrate on enterprise search capabilities, giving users the ability to use a natural language interface to find and show data that's relevant to what they're looking for throughout their information systems. The platform touts the latest technology in AI, including the recently hyped ChatGPT AI models.The company intends to release the enterprise search suite in March 2023, and already, users are excited about what the platform will let them do. From supply-chain management and customer-relationship management to ESG and sustainability initiatives, pre-built artificial intelligence applications should help corporate and public-sector customers get more from the data they collect.The gains in C3.ai took the stock back to its best levels since last summer, but long-term investors are still sitting on huge losses since the company's initial public offering (IPO) in late 2020. It'll take a lot for C3.ai to live up to its full potential, but this platform could be a solid start.Could Cvent sell itself?Shares of Cvent Holding spent most of the day little changed. However, in the last half-hour of the trading day, the corporate event software specialist soared, finishing the day with a 23% rise in its stock price.Cvent's gains came as The Wall Street Journal reported that the company was looking to negotiate a potential sale of its business. The report pointed to alternative investment specialist Blackstone (BX 1.12%) as having possible interest in a purchase of Cvent, although neither Cvent nor Blackstone commented officially for the story.The reports specified that a deal could price Cvent at about $4 billion. That's roughly what the current market capitalization of the company is after the stock's jump on Tuesday.Like C3.ai, Cvent has also struggled since its shares became available to the public in late 2020 after a period of having been privately held. The company is still posting significant losses, and the impact of the COVID-19 pandemic on corporate events played a key role in depressing its growth rate. Now, however, some shareholders believe that Cvent stock is undervalued in comparison to its future potential, especially as its customers finally start planning new events. If that proves to be the case, then a private equity buyer right now might end up picking up Cvent at an attractive price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943482491,"gmtCreate":1679633758814,"gmtModify":1679633762257,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943482491","repostId":"2321979961","repostType":2,"repost":{"id":"2321979961","kind":"highlight","pubTimestamp":1679630695,"share":"https://ttm.financial/m/news/2321979961?lang=&edition=fundamental","pubTime":"2023-03-24 12:04","market":"us","language":"en","title":"3 Dividend Stocks That Could Soar 43% to 70%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2321979961","media":"Motley Fool","summary":"Two of these stocks offer especially juicy dividend yields.","content":"<html><head></head><body><p>Attractive quarterly dividends, plus the potential for tremendous share-price growth? Many investors would quickly sign up for such a winning combination.</p><p>To be sure, many dividend stocks aren&#39;t likely to deliver huge gains. But there are some notable exceptions. Here are three dividend stocks that could soar 43% to 70% over the next 12 months, according to Wall Street.</p><h2>1. Devon Energy</h2><p><b>Devon Energy</b>&#39;s dividend yield currently stands at 10.5%. That ranks the oil and gas producer among the top five dividend stocks in the <b>S&amp;P 500</b>, based on yield. Devon&#39;s fixed-plus-variable dividend more than doubled last year.</p><p>Part of the reason why Devon&#39;s dividend yield is so high right now, though, is that the stock has fallen quite a bit in recent months. Declining oil prices have taken their toll on the company&#39;s share price.</p><p>However, Wall Street analysts think that the stock should rebound over the next 12 months. The consensus price target reflects an upside potential of around 42%. Not everyone on Wall Street is that bullish, but 23 of the 32 analysts surveyed by Refinitiv in March rate Devon as a buy or strong buy.</p><p>Devon will need higher oil prices to achieve that price target. It could get them. There are several potential catalysts that could push oil prices to $100 per barrel this summer, including a production cut by Russia and a potential reduction by OPEC.</p><h2>2. CVS Health</h2><p><b>CVS Health</b> offers a more modest (yet still attractive) dividend yield of 3.2%. The healthcare giant didn&#39;t increase its dividend for several years following the 2018 acquisition of Aetna. That&#39;s changed since late 2021, though, with CVS boosting its dividend payout by 21%.</p><p>So far, 2023 isn&#39;t panning out to be a good year for CVS Health stock. Its shares have fallen nearly 20%. One culprit behind this decline is the company&#39;s weaker-than-expected earnings guidance for 2023.</p><p>Analysts, though, believe that a rebound could be in store for CVS. The consensus 12-month price target for the stock is close to 43% above the current share price. Even the lowest target for CVS represents an upside potential of 26%.</p><p>CVS Health should enjoy a boost in 2024 from its acquisition of <b><a href=\"https://laohu8.com/S/OSH\">Oak Street Health</a></b>. The deal will enable CVS to move into primary care with Oak Street&#39;s 169 medical clinics in 21 states. By 2026, Oak Street expects to have more than 300 clinics.</p><h2>3. <a href=\"https://laohu8.com/S/MPW\">Medical Properties Trust</a></h2><p>If you&#39;re seeking a truly mouthwatering dividend, <b>Medical Properties Trust</b> has it. The hospital-focused real estate investment trust (REIT) offers a dividend yield of 14.5%.</p><p>The bad news is that Medical Properties Trust&#39;s yield is sky-high, in large part because of its dismal stock performance. The hospital REIT&#39;s shares plunged more than 50% in 2022 and are down nearly 30% so far this year.</p><p>Analysts appear to be divided about the REIT&#39;s near-term prospects. Only 6 of the 14 analysts surveyed by Refinitiv in March rate the stock as a buy or strong buy. Five analysts recommend holding the stock. One analyst thinks it will underperform, while another recommends selling. However, the average 12-month price target for Medical Properties Trust is still 70% higher than the current share price.</p><p>Some of Medical Properties Trust&#39;s tenants face financial challenges. The good news is that the overall outlook is improving for hospital operators. If Medical Properties Trust proves that it&#39;s able to weather the storm in the next few quarters, this beaten-down stock just might rebound as analysts predict with its ultra-high dividend intact.</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>3 Dividend Stocks That Could Soar 43% to 70%, According to Wall Street</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 Dividend Stocks That Could Soar 43% to 70%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-24 12:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/23/3-dividend-stocks-that-could-soar-43-to-70-accordi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Attractive quarterly dividends, plus the potential for tremendous share-price growth? Many investors would quickly sign up for such a winning combination.To be sure, many dividend stocks aren't likely...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/23/3-dividend-stocks-that-could-soar-43-to-70-accordi/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MPW":"Medical Properties Trust","DVN":"德文能源","CVS":"西维斯健康"},"source_url":"https://www.fool.com/investing/2023/03/23/3-dividend-stocks-that-could-soar-43-to-70-accordi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321979961","content_text":"Attractive quarterly dividends, plus the potential for tremendous share-price growth? Many investors would quickly sign up for such a winning combination.To be sure, many dividend stocks aren't likely to deliver huge gains. But there are some notable exceptions. Here are three dividend stocks that could soar 43% to 70% over the next 12 months, according to Wall Street.1. Devon EnergyDevon Energy's dividend yield currently stands at 10.5%. That ranks the oil and gas producer among the top five dividend stocks in the S&P 500, based on yield. Devon's fixed-plus-variable dividend more than doubled last year.Part of the reason why Devon's dividend yield is so high right now, though, is that the stock has fallen quite a bit in recent months. Declining oil prices have taken their toll on the company's share price.However, Wall Street analysts think that the stock should rebound over the next 12 months. The consensus price target reflects an upside potential of around 42%. Not everyone on Wall Street is that bullish, but 23 of the 32 analysts surveyed by Refinitiv in March rate Devon as a buy or strong buy.Devon will need higher oil prices to achieve that price target. It could get them. There are several potential catalysts that could push oil prices to $100 per barrel this summer, including a production cut by Russia and a potential reduction by OPEC.2. CVS HealthCVS Health offers a more modest (yet still attractive) dividend yield of 3.2%. The healthcare giant didn't increase its dividend for several years following the 2018 acquisition of Aetna. That's changed since late 2021, though, with CVS boosting its dividend payout by 21%.So far, 2023 isn't panning out to be a good year for CVS Health stock. Its shares have fallen nearly 20%. One culprit behind this decline is the company's weaker-than-expected earnings guidance for 2023.Analysts, though, believe that a rebound could be in store for CVS. The consensus 12-month price target for the stock is close to 43% above the current share price. Even the lowest target for CVS represents an upside potential of 26%.CVS Health should enjoy a boost in 2024 from its acquisition of Oak Street Health. The deal will enable CVS to move into primary care with Oak Street's 169 medical clinics in 21 states. By 2026, Oak Street expects to have more than 300 clinics.3. Medical Properties TrustIf you're seeking a truly mouthwatering dividend, Medical Properties Trust has it. The hospital-focused real estate investment trust (REIT) offers a dividend yield of 14.5%.The bad news is that Medical Properties Trust's yield is sky-high, in large part because of its dismal stock performance. The hospital REIT's shares plunged more than 50% in 2022 and are down nearly 30% so far this year.Analysts appear to be divided about the REIT's near-term prospects. Only 6 of the 14 analysts surveyed by Refinitiv in March rate the stock as a buy or strong buy. Five analysts recommend holding the stock. One analyst thinks it will underperform, while another recommends selling. However, the average 12-month price target for Medical Properties Trust is still 70% higher than the current share price.Some of Medical Properties Trust's tenants face financial challenges. The good news is that the overall outlook is improving for hospital operators. If Medical Properties Trust proves that it's able to weather the storm in the next few quarters, this beaten-down stock just might rebound as analysts predict with its ultra-high dividend intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948494229,"gmtCreate":1680759982661,"gmtModify":1680759986938,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"THanks tiger appreciate it","listText":"THanks tiger appreciate it","text":"THanks tiger appreciate it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948494229","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955560590,"gmtCreate":1675569126610,"gmtModify":1676539007956,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"Thank you very informative&nbsp;","listText":"Thank you very informative&nbsp;","text":"Thank you very informative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955560590","repostId":"2308815290","repostType":4,"repost":{"id":"2308815290","kind":"news","pubTimestamp":1675560409,"share":"https://ttm.financial/m/news/2308815290?lang=&edition=fundamental","pubTime":"2023-02-05 09:26","market":"us","language":"en","title":"Intel: No Thank You At $30 - Hell Yes At $15","url":"https://stock-news.laohu8.com/highlight/detail?id=2308815290","media":"Seeking Alpha","summary":"SummaryIntel's recent earnings illustrate further deterioration in its businesses.Intel has lost its","content":"<html><head></head><body><h2>Summary</h2><ul><li>Intel&#39;s recent earnings illustrate further deterioration in its businesses.</li><li>Intel has lost its edge and may never get back, with more modern chipmakers like Nvidia and AMD innovating and taking market share.</li><li>Intel is expensive at $30, but the stock looks interesting around the $15-$20 range.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/342793b923f9d43cc4c5028350fdd3fd\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>JasonDoiy</span></p><p>Intel (NASDAQ:INTC) recently announced earnings that illustrated continued deterioration in the company&#39;s growth and profitability metrics. However, despite the much weaker-than-expected results, Intel&#39;s stock hitched a rally with most of the semiconductor space in recent sessions. After dropping below $27 post earnings, Intel&#39;sstock made a stunning reversal, rallying back to $30 in recent days. Is everything finally fine at Intel, or will we have opportunities to buy Intel below $25, or lower, perhaps? The bear market bottom for Intel&#39;s stock is approximately $24 thus far. However, this may not be the ultimate low yet.</p><p>Unlike Nvidia (NVDA), AMD (AMD), and several other counterparts, Intel&#39;s troubles are far more profound than the transitory economic slowdown that everyone else faces. Intel&#39;s structural, managerial, and cultural issues should keep a lid on the company&#39;s stock price in the near term. Moreover, a broad marketselloff could push Intel&#39;s stock price much lower if the bear market progresses. As the company&#39;s fundamentals continue deteriorating, we may see Intel&#39;s stock drop to the $15-$20 range in the coming months. This lower-end range is an appropriate price point to enter Intel, as the company should recover and improve its operations longer-term.</p><h2>Intel&#39;s Epic Decline</h2><p><b>INTC: 1-Year Chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b26ba8674b67c8671499b6f1f664236\" tg-width=\"640\" tg-height=\"676\" width=\"100%\" height=\"auto\"/><span>INTC (StockCharts.com)</span></p><p>Intel&#39;s decline has been epic, as the company&#39;s stock price cascaded by more than 50% from peak to trough in 2022. Intel was about $65 at its peak in 2021, and despite the recent 25% rebound, Intel remains a long way from its highs. However, Intel continues to look bullish technically here. The stock&#39;s making a higher low since the $24 bottom and could go for the $30-$32 breakout next. Nevertheless, even with mild near-term strength, we&#39;re likely looking at a 10-15% potential near-term upside for the stock.</p><p>On the downside, we could see Intel fall below critical support in the $25-$27 range and to new lows if the turnaround doesn&#39;t materialize quickly. Also, it&#39;s crucial to note that Intel&#39;s poor performance is nothing new, as the company and its stock have been going nowhere for years.</p><p><b>Intel - Going Nowhere for Years</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6eeb2dda5eccbe9b40941a743fe503\" tg-width=\"635\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>While Intel is down by 35%, many top chipmakers competing directly with Intel have appreciated by severalfold in the five years. AMD&#39;s stock, Intel&#39;s number one competitor, is up a staggering sevenfold in this time frame. The takeaway is that Intel needed to be more dominant, more efficient and innovate effectively for a long time. Intel should have capitalized on its leading position in the semiconductor space. Unfortunately for many investors, Intel&#39;s less-than-stellar management has enabled Intel&#39;s stock price to suffer considerably over the last five to ten years.</p><h2>Earnings: It Was That Bad</h2><p>Yes, the numbers were terrible, and it wasn&#39;t the kitchen-sink quarter because every time you think Intel came out with its worst quarter, another may follow.</p><p><b>Horrible Earnings Are Now A Trend</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20bbf1bb11f82c965efb2d6bd0974d7b\" tg-width=\"640\" tg-height=\"253\" width=\"100%\" height=\"auto\"/><span>Earnings (seekingalpha.com)</span></p><p>This time, Intel missed both top and bottom lines, with revenues dropping a staggering 28% YoY. Gross profit was cut to $5.5 billion as the company&#39;s efficiency continued worsening, and the company reported a GAAP EPS loss of 16 cents. However, the real shocking news was Intel&#39;s guidance. Intel now expects another 15-cent loss in Q1. In addition, Intel now forecasts revenues of just<i>$11 billion</i>and a gross margin of approximately 39%. Analysts were looking for much higher numbers, with consensus Q1 revenue estimates around $14 billion, 25 cents in EPS, and a gross margin of 45.5%.</p><p>Analysts were dreaming, and the actual numbers would be far worse than most could tell. <i>$11 billion</i> in revenues will illustrate a staggering YoY sales drop of 40%. Moreover, we are still determining what to expect beyond that, but this is different from the dominant Intel we once knew and regarded as a top chipmaker. While many computers use Intel chips, its stock price has reversed, which may be a long-term problem.</p><h2>Management Change - Beneficial</h2><p>I remember reading an excellent article on Seeking Alpha a while back, and it helped cement my position against owning Intel. The management team back then (2020) hadn&#39;t been productive in years, and the new batch of managers needed to do better. There you go. We have a decade of almost no gains in Intel&#39;s stock. Moreover, there is uncertainty regarding where its share price is going next and whether the company will recapture a portion of its former glory. Actual change will only occur from new management. We need to start at the top and remove Intel&#39;s top managers, including the company&#39;s CEO, to succeed.</p><p><b>Intel - Losing Market Share to AMD</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac713a58198aa970d14fa22f61e3c2d7\" tg-width=\"640\" tg-height=\"390\" width=\"100%\" height=\"auto\"/><span>CPU share (cpubenchmark.net)</span></p><p>Intel has been losing market share since 2016. Intel&#39;s 80% plus advantage dwindled to just around 60% recently. Moreover, Intel may be confronted with more intense competition from AMD, Nvidia, and other more modern chipmakers in the coming months.</p><h2>That Dividend Isn&#39;t Safe</h2><p>Intel must produce around $6 billion in FCF annually to support its dividend. Given the recent developments and ongoing challenges, it is doubtful that Intel will be able to maintain its dividend. For now, Intel will probably need to cut its dividend by 50% or more, or dismiss dividend payments altogether. This phenomenon should create several problems for Intel. Many mutual and pension funds and ETFs may not invest in Intel if it drops its dividend. This dynamic could contribute to the next round of selling in Intel&#39;s stock.</p><h2>The Bottom Line: Buying Intel But Not At $30</h2><p>Another factor that will likely weigh down the company&#39;s stock price is its continued underperformance due to management issues and technical mishaps. These factors and other contributing elements could bring Intel&#39;s stock price down into its long-term buy-in range of $15-$20. I will consider buying Intel stock long-term, as the company could turn itself around under the right circumstances. However, Intel appears remarkably overvalued at $30 here. If we can get its stock price around $20 or lower, Intel will become a strong buy again.</p><p><i>This article is written by Victor Dergunov for reference only. Please note the risks.</i></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>Intel: No Thank You At $30 - Hell Yes At $15</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\">\nIntel: No Thank You At $30 - Hell Yes At $15\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-05 09:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575226-intel-no-thank-you-at-30-hell-yes-at-15><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel's recent earnings illustrate further deterioration in its businesses.Intel has lost its edge and may never get back, with more modern chipmakers like Nvidia and AMD innovating and taking ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575226-intel-no-thank-you-at-30-hell-yes-at-15\">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","BK4579":"人工智能","BK4575":"芯片概念","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","INTC":"英特尔","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"https://seekingalpha.com/article/4575226-intel-no-thank-you-at-30-hell-yes-at-15","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308815290","content_text":"SummaryIntel's recent earnings illustrate further deterioration in its businesses.Intel has lost its edge and may never get back, with more modern chipmakers like Nvidia and AMD innovating and taking market share.Intel is expensive at $30, but the stock looks interesting around the $15-$20 range.JasonDoiyIntel (NASDAQ:INTC) recently announced earnings that illustrated continued deterioration in the company's growth and profitability metrics. However, despite the much weaker-than-expected results, Intel's stock hitched a rally with most of the semiconductor space in recent sessions. After dropping below $27 post earnings, Intel'sstock made a stunning reversal, rallying back to $30 in recent days. Is everything finally fine at Intel, or will we have opportunities to buy Intel below $25, or lower, perhaps? The bear market bottom for Intel's stock is approximately $24 thus far. However, this may not be the ultimate low yet.Unlike Nvidia (NVDA), AMD (AMD), and several other counterparts, Intel's troubles are far more profound than the transitory economic slowdown that everyone else faces. Intel's structural, managerial, and cultural issues should keep a lid on the company's stock price in the near term. Moreover, a broad marketselloff could push Intel's stock price much lower if the bear market progresses. As the company's fundamentals continue deteriorating, we may see Intel's stock drop to the $15-$20 range in the coming months. This lower-end range is an appropriate price point to enter Intel, as the company should recover and improve its operations longer-term.Intel's Epic DeclineINTC: 1-Year ChartINTC (StockCharts.com)Intel's decline has been epic, as the company's stock price cascaded by more than 50% from peak to trough in 2022. Intel was about $65 at its peak in 2021, and despite the recent 25% rebound, Intel remains a long way from its highs. However, Intel continues to look bullish technically here. The stock's making a higher low since the $24 bottom and could go for the $30-$32 breakout next. Nevertheless, even with mild near-term strength, we're likely looking at a 10-15% potential near-term upside for the stock.On the downside, we could see Intel fall below critical support in the $25-$27 range and to new lows if the turnaround doesn't materialize quickly. Also, it's crucial to note that Intel's poor performance is nothing new, as the company and its stock have been going nowhere for years.Intel - Going Nowhere for YearsData by YChartsWhile Intel is down by 35%, many top chipmakers competing directly with Intel have appreciated by severalfold in the five years. AMD's stock, Intel's number one competitor, is up a staggering sevenfold in this time frame. The takeaway is that Intel needed to be more dominant, more efficient and innovate effectively for a long time. Intel should have capitalized on its leading position in the semiconductor space. Unfortunately for many investors, Intel's less-than-stellar management has enabled Intel's stock price to suffer considerably over the last five to ten years.Earnings: It Was That BadYes, the numbers were terrible, and it wasn't the kitchen-sink quarter because every time you think Intel came out with its worst quarter, another may follow.Horrible Earnings Are Now A TrendEarnings (seekingalpha.com)This time, Intel missed both top and bottom lines, with revenues dropping a staggering 28% YoY. Gross profit was cut to $5.5 billion as the company's efficiency continued worsening, and the company reported a GAAP EPS loss of 16 cents. However, the real shocking news was Intel's guidance. Intel now expects another 15-cent loss in Q1. In addition, Intel now forecasts revenues of just$11 billionand a gross margin of approximately 39%. Analysts were looking for much higher numbers, with consensus Q1 revenue estimates around $14 billion, 25 cents in EPS, and a gross margin of 45.5%.Analysts were dreaming, and the actual numbers would be far worse than most could tell. $11 billion in revenues will illustrate a staggering YoY sales drop of 40%. Moreover, we are still determining what to expect beyond that, but this is different from the dominant Intel we once knew and regarded as a top chipmaker. While many computers use Intel chips, its stock price has reversed, which may be a long-term problem.Management Change - BeneficialI remember reading an excellent article on Seeking Alpha a while back, and it helped cement my position against owning Intel. The management team back then (2020) hadn't been productive in years, and the new batch of managers needed to do better. There you go. We have a decade of almost no gains in Intel's stock. Moreover, there is uncertainty regarding where its share price is going next and whether the company will recapture a portion of its former glory. Actual change will only occur from new management. We need to start at the top and remove Intel's top managers, including the company's CEO, to succeed.Intel - Losing Market Share to AMDCPU share (cpubenchmark.net)Intel has been losing market share since 2016. Intel's 80% plus advantage dwindled to just around 60% recently. Moreover, Intel may be confronted with more intense competition from AMD, Nvidia, and other more modern chipmakers in the coming months.That Dividend Isn't SafeIntel must produce around $6 billion in FCF annually to support its dividend. Given the recent developments and ongoing challenges, it is doubtful that Intel will be able to maintain its dividend. For now, Intel will probably need to cut its dividend by 50% or more, or dismiss dividend payments altogether. This phenomenon should create several problems for Intel. Many mutual and pension funds and ETFs may not invest in Intel if it drops its dividend. This dynamic could contribute to the next round of selling in Intel's stock.The Bottom Line: Buying Intel But Not At $30Another factor that will likely weigh down the company's stock price is its continued underperformance due to management issues and technical mishaps. These factors and other contributing elements could bring Intel's stock price down into its long-term buy-in range of $15-$20. I will consider buying Intel stock long-term, as the company could turn itself around under the right circumstances. However, Intel appears remarkably overvalued at $30 here. If we can get its stock price around $20 or lower, Intel will become a strong buy again.This article is written by Victor Dergunov for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955356932,"gmtCreate":1675229787727,"gmtModify":1676538985265,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"THanks&nbsp;","listText":"THanks&nbsp;","text":"THanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955356932","repostId":"1168317500","repostType":2,"repost":{"id":"1168317500","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":1675227973,"share":"https://ttm.financial/m/news/1168317500?lang=&edition=fundamental","pubTime":"2023-02-01 13:06","market":"us","language":"en","title":"Option Movers | AMD, Snap, Pfizer and GM See Unusual Activities","url":"https://stock-news.laohu8.com/highlight/detail?id=1168317500","media":"Tiger Newspress","summary":"Market OverviewMajor U.S. stock indexes closed over 1% higher on Tuesday (Jan. 31) as labor cost dat","content":"<html><head></head><body><h2>Market Overview</h2><p>Major U.S. stock indexes closed over 1% higher on Tuesday (Jan. 31) as labor cost data encouraged investors about the Federal Reserve&#39;s aggressive approach to taming inflation a day ahead of the central bank&#39;s critical policy decision. The S&amp;P 500 tallied its first January increase since 2019, gaining 6.2%, while the tech-heavy Nasdaq jumped 10.7% for the month - its biggest January percentage rise since 2001.</p><p>Regarding the options market, a total volume of 33,595,432 contracts was traded on Tuesday, down 11% from the previous trading day. AMD, Snap, Pfizer and GM saw unusual activities before or after earnings.</p><h2>Top 10 Option Volumes</h2><p>Top 10: SPY, QQQ, TSLA, IWM, HYG, AMZN, AMD, VIX, AAPL, SNAP</p><p>Options related to equity index ETFs are popular with investors, with 7.69 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a></b> (SPY) and 2.26 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> (QQQ) options contracts trading on Tuesday.</p><p>Total trading volume for SPY and QQQ decreased by 11% and 27%, respectively, from the previous day. 56% of SPY trades bet on bearish options.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcb567a924569d101b72e1ac08fb88fb\" tg-width=\"1242\" tg-height=\"2123\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p>U.S. chip maker <b><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices Inc</a></b> (AMD) on Tuesday posted revenue that beat Wall Street targets and said it expected business to improve in the second half, enthusing investors who saw the company gaining on rival Intel. Although AMD&#39;s forecast was behind expectations, it was not as weak as some worried. Shares rose about 1.4% in after hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf49365508da3264de50d25a8e2322a7\" tg-width=\"826\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 603.9K AMD option contracts traded on Tuesday. Call options account for 54% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring February 3, with 24,136 contracts trading. The next just is the $80 strike call option expiring February 3, with 23,293 contracts trading.</p><p><b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b> on Tuesday said current quarter revenue could decline by as much as 10%, sending its shares down almost 15% as the company struggles with weak advertising demand. The owner of photo messaging app Snapchat is the first of the major digital advertising platforms to report fourth-quarter results, which provides an early clue for platforms like Facebook owner Meta Platforms Inc and Alphabet&#39;s Google.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26ee28aa063ae3322e7a4cbe9215b9c\" tg-width=\"826\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 568.3K Snap option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $12 strike call option expiring February 3, with 20,690 contracts trading.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa328697384cf5765af2e82e6d898878\" tg-width=\"1807\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/PFE\">Pfizer Inc</a></b> on Tuesday forecast a bigger-than-expected drop in sales of its COVID-19 vaccine and treatment for 2023, intensifying investor concerns over demand for the products as governments cut orders and work through inventories. Shares fluctuated between gains and losses before ending the day higher by 1.4% amid a broader market rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6afab56212389070c950a7e40e4cacf\" tg-width=\"826\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 301.9K Pfizer option contracts traded on Tuesday. Put options account for 56% of overall option trades. Particularly high volume was seen for the $43 strike put option expiring February 3, with 66,908 contracts trading.</p><p><b><a href=\"https://laohu8.com/S/GM\">General Motors Co</a></b> shares jumped 8.4% on Tuesday after it reported higher net income for the fourth quarter, forecast stronger-than-expected earnings for 2023 and said it would cut $2 billion in costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c3b852084e47c3e540388c6ba3c78e3\" tg-width=\"826\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 240.4K GM option contracts traded on Tuesday. Call options account for 66% of overall option trades. Particularly high volume was seen for the $36 strike call option expiring February 3, with 17,268 contracts trading.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p>Top 10 bullish stocks: QQQ, SPY, EWZ, EFA, META, AMD, TQQQ, SGFY, AI, MULN</p><p>Top 10 bearish stocks: F, BBBY, SHOP, FHN, HYG, PTON, GOEV, PFE, SOFI, SPXS</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca0449922cd9c96e41010a578d0d76e\" tg-width=\"1228\" tg-height=\"611\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p>If you are interested in options and you want to:</p><ul><li>Share experiences and ideas on options trading.</li></ul><ul><li>Read options-related market updates/insights.</li></ul><ul><li>Learn more about options trading if you are a beginner in this field.</li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" target=\"_blank\">Tiger Options Club</a></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>Option Movers | AMD, Snap, Pfizer and GM See Unusual Activities</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\">\nOption Movers | AMD, Snap, Pfizer and GM See Unusual Activities\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\">2023-02-01 13:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>Market Overview</h2><p>Major U.S. stock indexes closed over 1% higher on Tuesday (Jan. 31) as labor cost data encouraged investors about the Federal Reserve&#39;s aggressive approach to taming inflation a day ahead of the central bank&#39;s critical policy decision. The S&amp;P 500 tallied its first January increase since 2019, gaining 6.2%, while the tech-heavy Nasdaq jumped 10.7% for the month - its biggest January percentage rise since 2001.</p><p>Regarding the options market, a total volume of 33,595,432 contracts was traded on Tuesday, down 11% from the previous trading day. AMD, Snap, Pfizer and GM saw unusual activities before or after earnings.</p><h2>Top 10 Option Volumes</h2><p>Top 10: SPY, QQQ, TSLA, IWM, HYG, AMZN, AMD, VIX, AAPL, SNAP</p><p>Options related to equity index ETFs are popular with investors, with 7.69 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P500 ETF Trust</a></b> (SPY) and 2.26 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> (QQQ) options contracts trading on Tuesday.</p><p>Total trading volume for SPY and QQQ decreased by 11% and 27%, respectively, from the previous day. 56% of SPY trades bet on bearish options.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcb567a924569d101b72e1ac08fb88fb\" tg-width=\"1242\" tg-height=\"2123\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p>U.S. chip maker <b><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices Inc</a></b> (AMD) on Tuesday posted revenue that beat Wall Street targets and said it expected business to improve in the second half, enthusing investors who saw the company gaining on rival Intel. Although AMD&#39;s forecast was behind expectations, it was not as weak as some worried. Shares rose about 1.4% in after hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf49365508da3264de50d25a8e2322a7\" tg-width=\"826\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 603.9K AMD option contracts traded on Tuesday. Call options account for 54% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring February 3, with 24,136 contracts trading. The next just is the $80 strike call option expiring February 3, with 23,293 contracts trading.</p><p><b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b> on Tuesday said current quarter revenue could decline by as much as 10%, sending its shares down almost 15% as the company struggles with weak advertising demand. The owner of photo messaging app Snapchat is the first of the major digital advertising platforms to report fourth-quarter results, which provides an early clue for platforms like Facebook owner Meta Platforms Inc and Alphabet&#39;s Google.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26ee28aa063ae3322e7a4cbe9215b9c\" tg-width=\"826\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 568.3K Snap option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $12 strike call option expiring February 3, with 20,690 contracts trading.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa328697384cf5765af2e82e6d898878\" tg-width=\"1807\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/PFE\">Pfizer Inc</a></b> on Tuesday forecast a bigger-than-expected drop in sales of its COVID-19 vaccine and treatment for 2023, intensifying investor concerns over demand for the products as governments cut orders and work through inventories. Shares fluctuated between gains and losses before ending the day higher by 1.4% amid a broader market rally.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6afab56212389070c950a7e40e4cacf\" tg-width=\"826\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 301.9K Pfizer option contracts traded on Tuesday. Put options account for 56% of overall option trades. Particularly high volume was seen for the $43 strike put option expiring February 3, with 66,908 contracts trading.</p><p><b><a href=\"https://laohu8.com/S/GM\">General Motors Co</a></b> shares jumped 8.4% on Tuesday after it reported higher net income for the fourth quarter, forecast stronger-than-expected earnings for 2023 and said it would cut $2 billion in costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c3b852084e47c3e540388c6ba3c78e3\" tg-width=\"826\" tg-height=\"620\" referrerpolicy=\"no-referrer\"/><span>Tiger Trade</span></p><p>There are 240.4K GM option contracts traded on Tuesday. Call options account for 66% of overall option trades. Particularly high volume was seen for the $36 strike call option expiring February 3, with 17,268 contracts trading.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p>Top 10 bullish stocks: QQQ, SPY, EWZ, EFA, META, AMD, TQQQ, SGFY, AI, MULN</p><p>Top 10 bearish stocks: F, BBBY, SHOP, FHN, HYG, PTON, GOEV, PFE, SOFI, SPXS</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca0449922cd9c96e41010a578d0d76e\" tg-width=\"1228\" tg-height=\"611\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p>If you are interested in options and you want to:</p><ul><li>Share experiences and ideas on options trading.</li></ul><ul><li>Read options-related market updates/insights.</li></ul><ul><li>Learn more about options trading if you are a beginner in this field.</li></ul><p>Please click to join <a href=\"https://t.me/TigerBrokersOptions\" target=\"_blank\">Tiger Options Club</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","SNAP":"Snap Inc","PFE":"辉瑞","QQQ":"纳指100ETF","GM":"通用汽车","AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168317500","content_text":"Market OverviewMajor U.S. stock indexes closed over 1% higher on Tuesday (Jan. 31) as labor cost data encouraged investors about the Federal Reserve's aggressive approach to taming inflation a day ahead of the central bank's critical policy decision. The S&P 500 tallied its first January increase since 2019, gaining 6.2%, while the tech-heavy Nasdaq jumped 10.7% for the month - its biggest January percentage rise since 2001.Regarding the options market, a total volume of 33,595,432 contracts was traded on Tuesday, down 11% from the previous trading day. AMD, Snap, Pfizer and GM saw unusual activities before or after earnings.Top 10 Option VolumesTop 10: SPY, QQQ, TSLA, IWM, HYG, AMZN, AMD, VIX, AAPL, SNAPOptions related to equity index ETFs are popular with investors, with 7.69 million SPDR S&P500 ETF Trust (SPY) and 2.26 million Invest QQQ Trust ETF (QQQ) options contracts trading on Tuesday.Total trading volume for SPY and QQQ decreased by 11% and 27%, respectively, from the previous day. 56% of SPY trades bet on bearish options.Source: Tiger Trade APPU.S. chip maker Advanced Micro Devices Inc (AMD) on Tuesday posted revenue that beat Wall Street targets and said it expected business to improve in the second half, enthusing investors who saw the company gaining on rival Intel. Although AMD's forecast was behind expectations, it was not as weak as some worried. Shares rose about 1.4% in after hours trading.Tiger TradeThere are 603.9K AMD option contracts traded on Tuesday. Call options account for 54% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring February 3, with 24,136 contracts trading. The next just is the $80 strike call option expiring February 3, with 23,293 contracts trading.Snap Inc on Tuesday said current quarter revenue could decline by as much as 10%, sending its shares down almost 15% as the company struggles with weak advertising demand. The owner of photo messaging app Snapchat is the first of the major digital advertising platforms to report fourth-quarter results, which provides an early clue for platforms like Facebook owner Meta Platforms Inc and Alphabet's Google.Tiger TradeThere are 568.3K Snap option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $12 strike call option expiring February 3, with 20,690 contracts trading.Unusual Options ActivitySource: Market ChameleonPfizer Inc on Tuesday forecast a bigger-than-expected drop in sales of its COVID-19 vaccine and treatment for 2023, intensifying investor concerns over demand for the products as governments cut orders and work through inventories. Shares fluctuated between gains and losses before ending the day higher by 1.4% amid a broader market rally.Tiger TradeThere are 301.9K Pfizer option contracts traded on Tuesday. Put options account for 56% of overall option trades. Particularly high volume was seen for the $43 strike put option expiring February 3, with 66,908 contracts trading.General Motors Co shares jumped 8.4% on Tuesday after it reported higher net income for the fourth quarter, forecast stronger-than-expected earnings for 2023 and said it would cut $2 billion in costs.Tiger TradeThere are 240.4K GM option contracts traded on Tuesday. Call options account for 66% of overall option trades. Particularly high volume was seen for the $36 strike call option expiring February 3, with 17,268 contracts trading.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: QQQ, SPY, EWZ, EFA, META, AMD, TQQQ, SGFY, AI, MULNTop 10 bearish stocks: F, BBBY, SHOP, FHN, HYG, PTON, GOEV, PFE, SOFI, SPXSSource: Market ChameleonIf you are interested in options and you want to:Share experiences and ideas on options trading.Read options-related market updates/insights.Learn more about options trading if you are a beginner in this field.Please click to join Tiger Options Club","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184571778543632,"gmtCreate":1686086005365,"gmtModify":1686086009726,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"THanks for continuing to offer great promotions","listText":"THanks for continuing to offer great promotions","text":"THanks for continuing to offer great promotions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184571778543632","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184572218601512,"gmtCreate":1686085957482,"gmtModify":1686085961129,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184572218601512","repostId":"9970552160","repostType":1,"repost":{"id":9970552160,"gmtCreate":1684749190550,"gmtModify":1686053338540,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"🔥 Join our exclusive \"Light up Your Investing\" campaign with Tiger! 💼💰Participate in our game and win fantastic USD 999 prizes! 🎉🤑Unveil the allure of various regions as you progress through exciting game levels. 🌍But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game! 🎁💎Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard! 🏆🚀Tag your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger! 🐯✨Don't miss out on this limited-time opportunity! Campaign period: 6th June to 27th June.*T&amp;Cs apply.👉<a href=\"https://tigr.link/lightupau\" target=\"_blank\"> Click here to start p</a>","listText":"🔥 Join our exclusive \"Light up Your Investing\" campaign with Tiger! 💼💰Participate in our game and win fantastic USD 999 prizes! 🎉🤑Unveil the allure of various regions as you progress through exciting game levels. 🌍But wait, there's more! 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Palantir stock news! Nio stock Analysis! TSLA stock update!From Youtube: https://www.youtube.com/watch?v=i4XkjIybAM8\n \n","listText":"Sofi Stock Gets a Boost! Palantir stock news! Nio stock Analysis! TSLA stock update!From Youtube: https://www.youtube.com/watch?v=i4XkjIybAM8","text":"Sofi Stock Gets a Boost! Palantir stock news! Nio stock Analysis! TSLA stock update!From Youtube: https://www.youtube.com/watch?v=i4XkjIybAM8","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943468364","isVote":1,"tweetType":2,"object":{"id":"cbaa66dc60df417497949a4c5b4a151c","tweetId":"9943468364","title":"Sofi Stock Gets a Boost! Palantir stock news! Nio stock Analysis! TSLA stock update!","videoUrl":"http://v.tigerbbs.com/167963861128703bde1d01ea45c49fbe59719d1fcb436.mp4","poster":"https://static.tigerbbs.com/2d276546911531621ce96012f37a708f","shareLink":"http://v.tigerbbs.com/167963861128703bde1d01ea45c49fbe59719d1fcb436.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955522779,"gmtCreate":1675586409192,"gmtModify":1676539008571,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"THanks!","listText":"THanks!","text":"THanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955522779","repostId":"2309823051","repostType":2,"repost":{"id":"2309823051","kind":"highlight","pubTimestamp":1675519200,"share":"https://ttm.financial/m/news/2309823051?lang=&edition=fundamental","pubTime":"2023-02-04 22:00","market":"us","language":"en","title":"'The Big Short' Michael Burry Says Sell, Inflation Is Not Over","url":"https://stock-news.laohu8.com/highlight/detail?id=2309823051","media":"seekingalpha","summary":"Astrid Stawiarz Michael Burry is one of the most successful short sellers of all time. Most people k","content":"<html><body><p><figure><picture><img height=\"2042px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg?io=getty-c-w240 240w\" width=\"3000px\"/></picture><figcaption><p>Astrid Stawiarz</p></figcaption></figure></p> <p>Michael Burry is one of the most successful short sellers of all time.</p> <p>Most people know him for his bold bet against the housing market leading up to the great financial crisis. They even made a movie about it, <em>The Big Short</em><span> (2015).</span></p> <p>In hindsight, we know that his prediction was hugely profitable.</p> <p>His hedge fund earned about <strong>150x the returns</strong> of the S&amp;P 500 (SP500) since its inception until it closed down in 2008. Most active investors are happy if they can beat the S&amp;P by 1-2% per year, and so this is why Michael Burry is considered to be one of the best investors of our time.</p> <p>From there on, he has been mainly managing his own personal fortune.</p> <p>Among some of his other famous calls:</p> <ul> <li>He successfully shorted Tesla (TSLA) and <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK<span>) when they were priced at very expensive valuations.</span> </li> <li>He invested in GameStop (GME) before it even became a meme stock.</li> <li>He went mostly into cash at one point in 2022 just as the market began to sell off. He sold positions in <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Bristol Myers (BMY) shortly before they sold off.</li> <li>He predicted the high inflation and shifted his portfolio into real asset-heavy stocks.</li> </ul> <p><strong>So needless to say that when he talks, Michael Burry is someone worth listening to!</strong></p> <p>And recently, he has been particularly active on Twitter.</p> <p>It is tough to be one of his followers because he typically deletes his tweets shortly after posting them, but fortunately, I have some friends who sent me screenshots of his latest tweets. I also found a Twitter page that keeps an archive of his deleted tweets.</p> <p>So here are the recent highlights:</p> <p>In late December, he warned that the recent rally reminds him of early 2002, when people were buying stupid tech businesses just because they appeared cheap relative to their previous peak:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_Fj9JPY5XgAcmVNG.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>Then, a couple of weeks ago, he reaffirmed this thought by posting a chart of the temporary rally that happened in 2001/2002. The market then sold off shortly after. He seems to be implying that we are headed for another correction:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_FnPc-XMacAMIKjr.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>After that, he also posted a letter, seemingly written by him when he was a kid, and it implies that the U.S. is broke.</p> <p>We have taken too much debt:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_FmD8WxqXwAEp0qW.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>Now comes the most recent one. Just a couple of days ago, he tweeted:</p> <blockquote> <h2><strong>\"Sell.\"</strong></h2> </blockquote> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_Fn1vjFUXoAEbY_4.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>So clearly, Burry isn't very optimistic about the market's future.</p> <p>He thinks that the recent rally will be short-lived and he seems to be shorting the market.</p> <p>Another billionaire short-seller also appears to agree with him.</p> <p>Jim Chanos recently went on CNBC and said that stocks aren't cheap. He explains that the forward P/E of the S&amp;P 500 (SPY) is at 18x, but with profit margins at all-time highs, he expects earnings to revert to the mean and valuations to deflate.</p> <p>Inflation remains too high, interest rates have surged like rarely before, and there is still too much optimism.</p> <h2>What should you do?</h2> <p>After reading this, many of you will likely have the natural instinct to go into cash, or at least, raise cash levels.</p> <p>But it is important to note that this is not necessarily the right move.</p> <p>Just because Michael Burry is bearish on regular stocks does not mean that he is 100% in cash. On the contrary, Burry has repeatedly said that he worries about inflation and cash offers no protection.</p> <p>Earlier this year, he also sent a warning that we haven't seen the last peak of this inflationary cycle. Since the most recent peak was nearly at double-digit levels, he seems to imply that we could still see a double-digit inflation rate in the near future:</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/saupload_FlhSa3KXgAAQ2JO.jpeg\"/></picture><figcaption><p>Twitter</p></figcaption></figure></p> <p>So, he is not just sitting in cash waiting for the market to crash. He, of course, holds some cash, but he is also investing in recession-proof, real asset-heavy stocks that should perform well even if the economy suffers and inflation remains high.</p> <p>Over half of his fund is invested in just two stocks:</p> <ul> <li>GEO Group (GEO)</li> <li>CoreCivic (CXW).</li> </ul> <p>These are former REITs (Real Estate Investment Trusts) (VNQ) that recently converted to C-corps to retain more capital for deleveraging. They own private prisons, which are by nature recession-proof. Crime may even go up in a recession! And since their assets are essential to our society, they are also resilient to inflation. Building new properties is a lot more expensive, and the rising replacement costs increase the value of this existing infrastructure.</p> <p>Moreover, another large position in his Top 5 is Charter Communications (CHTR), which owns cable and fiber infrastructure. Again, this is a recession- and inflation-resistant real asset-heavy business.</p> <p>So based on the latest information that we have, Burry has invested about 60% of his portfolio in just <strong>3 real asset-heavy stocks.</strong> The real asset exposure could be even higher, but I am not familiar with his other holdings.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/47644028-16753490518683538.png\"/></picture><figcaption><p>Jussi Askola / Valuesider</p></figcaption></figure></p> <p>And <strong>that's not all.</strong></p> <p>Burry has previously also explained that he invests most of his personal fortune into farmland, which is another real asset that's recession- and inflation-resistant.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_farmland-field-GI_thumb1.jpg\"/></picture><figcaption><p>Farmland Partners</p></figcaption></figure></p> <p>In a previous interview, he explained that (emphasis added):</p> <blockquote><p>\"I believe that Agriculture land with water on site will be very valuable in the future and I've put a good amount of money into that. So I am investing in alternative investments... I don't want to disclose... but it is a <strong>significant amount</strong>.\"</p></blockquote> <p>Moreover, the end of \"The Big Short\" movie, the Burry character opines (on a placard) that \"<strong>Michael Burry is focusing all of his trading on one commodity: Water.\"</strong> Burry himself has since clarified that by water, he really means farmland.</p> <p>So I think that it is fair to say that Michael Burry is <strong>bullish on real assets.</strong></p> <p>Not all of them. But those that are recession- and inflation-resistant such as farmland, private prisons, and communication infrastructure.</p> <p>Today, it is easier than ever before to invest in such assets.</p> <p>There are over 200 REITs in the U.S. alone, and many more REIT-like entities. There are also REITs in over 20 other countries, providing lots of opportunities for you to consider.</p> <p>I have structured my portfolio in a similar way as Burry. I am mostly invested in the REITs that we highlight at High Yield Landlord. They make up about 50% of my net worth at the moment:</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/12/13/47644028-16709184923906531.png\"/></span></picture><figcaption><p>High Yield Landlord</p></figcaption></figure></p> <p>But my picks are a bit different.</p> <p>Burry does not seem to care about dividend income. This might be because he is wealthy and holds plenty of cash.</p> <p>But I like to earn dividend income, and so my REIT selection focuses on income generation. My largest allocations are net lease properties, multifamily, and healthcare facilities:</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/11/7/47644028-1667815752908536.png\"/></span></picture><figcaption><p>High Yield Landlord</p></figcaption></figure></p> <p>Just to give you a few examples:</p> <ul><li> <strong>Global Medical REIT</strong> (GMRE) owns a diversified portfolio of medical office buildings. These properties are essential, whether we go into a recession or not, and they are resilient to inflation because their replacement cost is rising and so are their rents. Moreover, its debt is also getting inflated away. The company is well-managed and capitalized, but it is currently priced at an 8% dividend yield. I believe that it will deliver 12-15% annual returns in the long run once you include the appreciation.</li></ul> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/47644028-16753494925786114.png\"/></span></picture><figcaption><p>Global Medical REIT</p></figcaption></figure></p> <ul><li> <strong>Vonovia</strong> (OTCPK:VONOY / VNA) is the biggest apartment landlord in Europe. It is similar to Camden Property Trust (CPT) and AvalonBay (AVB) in the U.S., but even bigger, owning about €100 billion worth of properties. It mainly focuses on affordable housing and it is recession-resistant because of how rents are regulated in Europe. Construction costs are so high right now that new developments have been put on pause, resulting in a housing crisis and rising rents. But because the market is today fearful (rising rates &amp; war in Ukraine), Vonovia's stock is currently priced at less than half of the fair market value of its properties. While you wait for the upside, you earn a 6.5% dividend yield.</li></ul> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/2/2/47644028-16753495265639193.png\"/></span></picture><figcaption><p>Vonovia</p></figcaption></figure></p> <p>I currently own <strong>22 similar real-asset stocks</strong> that offer:</p> <ul> <li>High income</li> <li>Recession resilience</li> <li>Inflation protection</li> <li>Upside potential</li> <li>&amp; Diversification.</li> </ul> <div></div> <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>'The Big Short' Michael Burry Says Sell, Inflation Is Not Over</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\">\n'The Big Short' Michael Burry Says Sell, Inflation Is Not Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4574735-the-big-short-michael-burry-says-sell-inflation-is-not-over><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Astrid Stawiarz Michael Burry is one of the most successful short sellers of all time. Most people know him for his bold bet against the housing market leading up to the great financial crisis. They ...</p>\n\n<a href=\"https://seekingalpha.com/article/4574735-the-big-short-michael-burry-says-sell-inflation-is-not-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/498541178/image_498541178.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4084":"特种房地产投资信托","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","QNETCN":"纳斯达克中美互联网老虎指数","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SH":"标普500反向ETF","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","GME":"游戏驿站","BK4511":"特斯拉概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","UPRO":"三倍做多标普500ETF","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IVV":"标普500指数ETF","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BMY":"施贵宝","SPXU":"三倍做空标普500ETF","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2242646821.SGD":"Fidelity Global Dividend Plus A-MINCOME(G)-SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","TSLA":"特斯拉","BK4555":"新能源车","BK4100":"有线和卫星","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","TWTR":"Twitter","SPY":"标普500ETF","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4508":"社交媒体","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4577":"网络游戏","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4077":"互动媒体与服务"},"source_url":"https://seekingalpha.com/article/4574735-the-big-short-michael-burry-says-sell-inflation-is-not-over","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2309823051","content_text":"Astrid Stawiarz Michael Burry is one of the most successful short sellers of all time. Most people know him for his bold bet against the housing market leading up to the great financial crisis. They even made a movie about it, The Big Short (2015). In hindsight, we know that his prediction was hugely profitable. His hedge fund earned about 150x the returns of the S&P 500 (SP500) since its inception until it closed down in 2008. Most active investors are happy if they can beat the S&P by 1-2% per year, and so this is why Michael Burry is considered to be one of the best investors of our time. From there on, he has been mainly managing his own personal fortune. Among some of his other famous calls:  He successfully shorted Tesla (TSLA) and ARK Innovation ETF (ARKK) when they were priced at very expensive valuations.  He invested in GameStop (GME) before it even became a meme stock. He went mostly into cash at one point in 2022 just as the market began to sell off. He sold positions in Meta Platforms (META) and Bristol Myers (BMY) shortly before they sold off. He predicted the high inflation and shifted his portfolio into real asset-heavy stocks.  So needless to say that when he talks, Michael Burry is someone worth listening to! And recently, he has been particularly active on Twitter. It is tough to be one of his followers because he typically deletes his tweets shortly after posting them, but fortunately, I have some friends who sent me screenshots of his latest tweets. I also found a Twitter page that keeps an archive of his deleted tweets. So here are the recent highlights: In late December, he warned that the recent rally reminds him of early 2002, when people were buying stupid tech businesses just because they appeared cheap relative to their previous peak: Twitter Then, a couple of weeks ago, he reaffirmed this thought by posting a chart of the temporary rally that happened in 2001/2002. The market then sold off shortly after. He seems to be implying that we are headed for another correction: Twitter After that, he also posted a letter, seemingly written by him when he was a kid, and it implies that the U.S. is broke. We have taken too much debt: Twitter Now comes the most recent one. Just a couple of days ago, he tweeted:  \"Sell.\"  Twitter So clearly, Burry isn't very optimistic about the market's future. He thinks that the recent rally will be short-lived and he seems to be shorting the market. Another billionaire short-seller also appears to agree with him. Jim Chanos recently went on CNBC and said that stocks aren't cheap. He explains that the forward P/E of the S&P 500 (SPY) is at 18x, but with profit margins at all-time highs, he expects earnings to revert to the mean and valuations to deflate. Inflation remains too high, interest rates have surged like rarely before, and there is still too much optimism. What should you do? After reading this, many of you will likely have the natural instinct to go into cash, or at least, raise cash levels. But it is important to note that this is not necessarily the right move. Just because Michael Burry is bearish on regular stocks does not mean that he is 100% in cash. On the contrary, Burry has repeatedly said that he worries about inflation and cash offers no protection. Earlier this year, he also sent a warning that we haven't seen the last peak of this inflationary cycle. Since the most recent peak was nearly at double-digit levels, he seems to imply that we could still see a double-digit inflation rate in the near future: Twitter So, he is not just sitting in cash waiting for the market to crash. He, of course, holds some cash, but he is also investing in recession-proof, real asset-heavy stocks that should perform well even if the economy suffers and inflation remains high. Over half of his fund is invested in just two stocks:  GEO Group (GEO) CoreCivic (CXW).  These are former REITs (Real Estate Investment Trusts) (VNQ) that recently converted to C-corps to retain more capital for deleveraging. They own private prisons, which are by nature recession-proof. Crime may even go up in a recession! And since their assets are essential to our society, they are also resilient to inflation. Building new properties is a lot more expensive, and the rising replacement costs increase the value of this existing infrastructure. Moreover, another large position in his Top 5 is Charter Communications (CHTR), which owns cable and fiber infrastructure. Again, this is a recession- and inflation-resistant real asset-heavy business. So based on the latest information that we have, Burry has invested about 60% of his portfolio in just 3 real asset-heavy stocks. The real asset exposure could be even higher, but I am not familiar with his other holdings. Jussi Askola / Valuesider And that's not all. Burry has previously also explained that he invests most of his personal fortune into farmland, which is another real asset that's recession- and inflation-resistant. Farmland Partners In a previous interview, he explained that (emphasis added): \"I believe that Agriculture land with water on site will be very valuable in the future and I've put a good amount of money into that. So I am investing in alternative investments... I don't want to disclose... but it is a significant amount.\" Moreover, the end of \"The Big Short\" movie, the Burry character opines (on a placard) that \"Michael Burry is focusing all of his trading on one commodity: Water.\" Burry himself has since clarified that by water, he really means farmland. So I think that it is fair to say that Michael Burry is bullish on real assets. Not all of them. But those that are recession- and inflation-resistant such as farmland, private prisons, and communication infrastructure. Today, it is easier than ever before to invest in such assets. There are over 200 REITs in the U.S. alone, and many more REIT-like entities. There are also REITs in over 20 other countries, providing lots of opportunities for you to consider. I have structured my portfolio in a similar way as Burry. I am mostly invested in the REITs that we highlight at High Yield Landlord. They make up about 50% of my net worth at the moment: High Yield Landlord But my picks are a bit different. Burry does not seem to care about dividend income. This might be because he is wealthy and holds plenty of cash. But I like to earn dividend income, and so my REIT selection focuses on income generation. My largest allocations are net lease properties, multifamily, and healthcare facilities: High Yield Landlord Just to give you a few examples:  Global Medical REIT (GMRE) owns a diversified portfolio of medical office buildings. These properties are essential, whether we go into a recession or not, and they are resilient to inflation because their replacement cost is rising and so are their rents. Moreover, its debt is also getting inflated away. The company is well-managed and capitalized, but it is currently priced at an 8% dividend yield. I believe that it will deliver 12-15% annual returns in the long run once you include the appreciation. Global Medical REIT  Vonovia (OTCPK:VONOY / VNA) is the biggest apartment landlord in Europe. It is similar to Camden Property Trust (CPT) and AvalonBay (AVB) in the U.S., but even bigger, owning about €100 billion worth of properties. It mainly focuses on affordable housing and it is recession-resistant because of how rents are regulated in Europe. Construction costs are so high right now that new developments have been put on pause, resulting in a housing crisis and rising rents. But because the market is today fearful (rising rates & war in Ukraine), Vonovia's stock is currently priced at less than half of the fair market value of its properties. While you wait for the upside, you earn a 6.5% dividend yield. Vonovia I currently own 22 similar real-asset stocks that offer:  High income Recession resilience Inflation protection Upside potential & Diversification.   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":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955950438,"gmtCreate":1675157459124,"gmtModify":1676538980272,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"Thanks good read","listText":"Thanks good read","text":"Thanks good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955950438","repostId":"2307375037","repostType":2,"repost":{"id":"2307375037","kind":"highlight","pubTimestamp":1675152230,"share":"https://ttm.financial/m/news/2307375037?lang=&edition=fundamental","pubTime":"2023-01-31 16:03","market":"us","language":"en","title":"Nvidia: ChatGPT Is A Growth Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2307375037","media":"Seekingalpha","summary":"As the dynamic AI industry continues its rapid ascent, Nvidia remains poised to be a major beneficia","content":"<html><head></head><body><p>As the dynamic AI industry continues its rapid ascent, Nvidia remains poised to be a major beneficiary of the advancements, particularly with the introduction of ChatGPT. Despite receiving significant attention, the full extent of the potential impact of ChatGPT on NVDA may be underestimated by investors. This article will explore the impacts of ChatGPT on the developments and effects of the AI arms race as it relates to NVDA, as well as provide an analysis of the company&#39;s financials and valuation to give readers a comprehensive understanding of the potential risks and rewards of investing in the stock.</p><h2>What Happened</h2><p>The introduction of ChatGPT has catalyzed an arms race among the largest technology companies. According to media reports, Microsoft, Alphabet and Meta are all gearing up to spend more. These three companies are expected to spend an incredible $90 billion in capital in their current fiscal year.</p><p>Over one million users registered for ChatGPT in the first five days after its launch on November 30, 0222, as reported by Greg Brockman, President of OpenAI. The program&#39;s capabilities have sparked a lot of discussion on social media, with users expressing amazement, amusement, and concern.</p><p>As reported by NYTimes, ChatGPT&#39;s release prompted Alphabet’s (GOOG) (GOOGL) management to declare a &#34;code red,&#34; indicating a major threat to the company. Some fear that this could be a sign of an impending disruptive technological change that could significantly impact the company&#39;s business. Google&#39;s search engine has been the primary way for people to access the internet for over two decades, but new chatbot technology that could potentially replace traditional search engines could pose a significant threat to Google&#39;s main search business. One executive at Google has described the situation to the NYTimes as a &#34;make or break&#34; for the company&#39;s future.</p><p>Microsoft CEO Satya Nadella stated at the World Economic Forum this week that &#34;Every product of Microsoft will have some of the same AI capabilities to completely transform the product,&#34; and tools like ChatGPT are necessary to boost productivity. Microsoft has also obtained an exclusive license to the underlying technology behind GPT-3 in 2020 and has a strong partnership with OpenAI. An update to GPT-3 called GPT-4 is expected to be released in early 2023 and be significantly more powerful than the current version, according to media reports.</p><p>The introduction of ChatGPT has also awakened Meta (META) from its slumber as employees have recently shared internal memos urging the company to speed up its AI approval process to take advantage of the latest technology. Moreover, it has been reported that Meta is increasing employing AI to fend up competitors like TikTok.</p><h2>AI Compute</h2><p>As the AI arms race heats up, the only company almost guaranteed to be a winner is NVIDIA. We can say this with confidence given NVIDIA’s market share in AI processing is 80%, according to Omedia.</p><p>NVIDIA GPUs are widely used in the AI and machine learning community due to their high performance and support for CUDA, a parallel computing platform and programming model for NVIDIA GPUs. As a result, OpenAI primarily uses NVIDIA GPUs (graphics processing units) for training and running its AI models, such as GPT-3 and ChatGPT.</p><p>CUDA is a parallel computing platform and programming model developed by NVIDIA for general-purpose computing on GPUs, making it useful for AI applications such as deep learning and machine learning. It allows for efficient and high-performance computations on large datasets. CUDA&#39;s ecosystem of libraries, tools, and resources makes it easy for developers to take advantage of the GPU&#39;s parallel computing capabilities, accelerate their applications and build more powerful and efficient AI models. It also includes libraries for deep learning, computer vision, and other AI workloads, as well as tools for profiling and debugging and resources for learning and training. Additionally, CUDA is widely supported by the industry, making it easy to integrate CUDA-enabled AI applications with other software and hardware systems.</p><h2>Concerns</h2><p>While we feel confident that NVDA will be a big winner as a result of the AI arms race, nothing in investing is a sure thing.</p><p>We are worried that competition may arise as AI becomes increasingly significant and NVIDIA&#39;s profits grow. Specifically, we are concerned about competition from China, a country with vast technical resources, a significant market for semiconductors, and a political desire to establish a domestic supply in light of the US government&#39;s technology restrictions.</p><p>For example, Chinese GPU developer Moore Threads has raised $215.4 million in Series B funding to support its ongoing research and development of multi-functional GPUs. This funding indicates investors&#39; belief in the potential of Chinese GPU development, driven by the country&#39;s need for AI/ML accelerators and graphics processors for gaming. Since its establishment in late 2020, Moore Threads has launched two graphics processors that are compatible with its MUSA computing platform: Sudi and Chunxiao, along with multiple add-in-boards built around that base design. These multi-functional GPUs are intended for various industries, including gaming, cloud computing, AI/ML, FP32 high-performance computing, and virtual desktop infrastructure. This broad market approach has enabled Moore Threads to attract investors from various backgrounds.</p><p>Another source of competition is the development of AI chips by tech giants themselves. For instance, Google has announced a processor specifically designed for improved imaging and machine learning capabilities. They have emphasized that the chip can efficiently perform tasks such as real-time language translation for captions, offline text-to-speech, image processing, and other machine learning-based functions, such as live translation and captions.</p><h2>Financials &amp; Valuation</h2><p>After several years of strong growth, NVIDIA experienced a slowdown in its fiscal year 23 (ending January) due to challenging comparisons in video games and data centers from previous years and the decline of the cryptocurrency market. As a result, sales for FY23 are projected to increase only 0.1%, in contrast to a 61.4% increase the previous year. This stagnation in sales is largely caused by a projected 30% year-over-year decline in the gaming segment, which is the most affected by cryptocurrency.</p><p>The sudden decrease in growth led to an increase in operating expenses that surpassed revenue growth, resulting in a 14% decrease in operating margins to 33.3% in FY23. This has in turn caused earnings per share to be projected to drop by 26% in FY23.</p><p>Amid a slowing economic climate and uncertainty surrounding end market demand, consensus projections remain cautious. For FY24, consensus estimates project sales growth of only 8.3% and earnings per share to recover to $4.39, which is still below its FY22 EPS of $4.44. However, with the escalating competition among tech giants in the field of AI, and the reliance on NVIDIA&#39;s GPUs for processing AI workloads, there is potential for NVIDIA to surpass these conservative estimates.</p><p>In January 2023, NVIDIA experienced a significant rally of 43%. While we believe the market&#39;s recognition of the opportunity presented by ChatGPT may have played a role, we believe the broader shift towards riskier assets had a larger impact. During the same period, Tesla (TSLA) experienced a rally of 64% and Bitcoin (BTC-USD) saw a rally of 40%.</p><p>The recent rally in NVIDIA&#39;s stock has led to a forward 12-month EPS multiple of 48x. However, considering the potential impact of ChatGPT on the company&#39;s earnings, it is possible that NVIDIA could exceed consensus estimates. If ChatGPT accelerates the company&#39;s projected results by one year, NVIDIA could see earnings per share of $5.56 in FY24. At this level, the stock would be trading at a more attractive multiple of 37.5x.</p><h2>Conclusion</h2><p>The advent of ChatGPT has sparked increased competition among major technology firms to develop and improve their AI capabilities. As a result, these companies are expected to ramp up their investments in NVIDIA&#39;s GPUs to support their AI operations. While current forecasts predict a moderate improvement in performance, there is potential for NVIDIA to surpass these projections significantly.</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>Nvidia: ChatGPT Is A Growth Catalyst</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: ChatGPT Is A Growth Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573504-nvidia-chatgpt-is-a-growth-catalyst><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the dynamic AI industry continues its rapid ascent, Nvidia remains poised to be a major beneficiary of the advancements, particularly with the introduction of ChatGPT. Despite receiving significant...</p>\n\n<a href=\"https://seekingalpha.com/article/4573504-nvidia-chatgpt-is-a-growth-catalyst\">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/4573504-nvidia-chatgpt-is-a-growth-catalyst","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2307375037","content_text":"As the dynamic AI industry continues its rapid ascent, Nvidia remains poised to be a major beneficiary of the advancements, particularly with the introduction of ChatGPT. Despite receiving significant attention, the full extent of the potential impact of ChatGPT on NVDA may be underestimated by investors. This article will explore the impacts of ChatGPT on the developments and effects of the AI arms race as it relates to NVDA, as well as provide an analysis of the company's financials and valuation to give readers a comprehensive understanding of the potential risks and rewards of investing in the stock.What HappenedThe introduction of ChatGPT has catalyzed an arms race among the largest technology companies. According to media reports, Microsoft, Alphabet and Meta are all gearing up to spend more. These three companies are expected to spend an incredible $90 billion in capital in their current fiscal year.Over one million users registered for ChatGPT in the first five days after its launch on November 30, 0222, as reported by Greg Brockman, President of OpenAI. The program's capabilities have sparked a lot of discussion on social media, with users expressing amazement, amusement, and concern.As reported by NYTimes, ChatGPT's release prompted Alphabet’s (GOOG) (GOOGL) management to declare a \"code red,\" indicating a major threat to the company. Some fear that this could be a sign of an impending disruptive technological change that could significantly impact the company's business. Google's search engine has been the primary way for people to access the internet for over two decades, but new chatbot technology that could potentially replace traditional search engines could pose a significant threat to Google's main search business. One executive at Google has described the situation to the NYTimes as a \"make or break\" for the company's future.Microsoft CEO Satya Nadella stated at the World Economic Forum this week that \"Every product of Microsoft will have some of the same AI capabilities to completely transform the product,\" and tools like ChatGPT are necessary to boost productivity. Microsoft has also obtained an exclusive license to the underlying technology behind GPT-3 in 2020 and has a strong partnership with OpenAI. An update to GPT-3 called GPT-4 is expected to be released in early 2023 and be significantly more powerful than the current version, according to media reports.The introduction of ChatGPT has also awakened Meta (META) from its slumber as employees have recently shared internal memos urging the company to speed up its AI approval process to take advantage of the latest technology. Moreover, it has been reported that Meta is increasing employing AI to fend up competitors like TikTok.AI ComputeAs the AI arms race heats up, the only company almost guaranteed to be a winner is NVIDIA. We can say this with confidence given NVIDIA’s market share in AI processing is 80%, according to Omedia.NVIDIA GPUs are widely used in the AI and machine learning community due to their high performance and support for CUDA, a parallel computing platform and programming model for NVIDIA GPUs. As a result, OpenAI primarily uses NVIDIA GPUs (graphics processing units) for training and running its AI models, such as GPT-3 and ChatGPT.CUDA is a parallel computing platform and programming model developed by NVIDIA for general-purpose computing on GPUs, making it useful for AI applications such as deep learning and machine learning. It allows for efficient and high-performance computations on large datasets. CUDA's ecosystem of libraries, tools, and resources makes it easy for developers to take advantage of the GPU's parallel computing capabilities, accelerate their applications and build more powerful and efficient AI models. It also includes libraries for deep learning, computer vision, and other AI workloads, as well as tools for profiling and debugging and resources for learning and training. Additionally, CUDA is widely supported by the industry, making it easy to integrate CUDA-enabled AI applications with other software and hardware systems.ConcernsWhile we feel confident that NVDA will be a big winner as a result of the AI arms race, nothing in investing is a sure thing.We are worried that competition may arise as AI becomes increasingly significant and NVIDIA's profits grow. Specifically, we are concerned about competition from China, a country with vast technical resources, a significant market for semiconductors, and a political desire to establish a domestic supply in light of the US government's technology restrictions.For example, Chinese GPU developer Moore Threads has raised $215.4 million in Series B funding to support its ongoing research and development of multi-functional GPUs. This funding indicates investors' belief in the potential of Chinese GPU development, driven by the country's need for AI/ML accelerators and graphics processors for gaming. Since its establishment in late 2020, Moore Threads has launched two graphics processors that are compatible with its MUSA computing platform: Sudi and Chunxiao, along with multiple add-in-boards built around that base design. These multi-functional GPUs are intended for various industries, including gaming, cloud computing, AI/ML, FP32 high-performance computing, and virtual desktop infrastructure. This broad market approach has enabled Moore Threads to attract investors from various backgrounds.Another source of competition is the development of AI chips by tech giants themselves. For instance, Google has announced a processor specifically designed for improved imaging and machine learning capabilities. They have emphasized that the chip can efficiently perform tasks such as real-time language translation for captions, offline text-to-speech, image processing, and other machine learning-based functions, such as live translation and captions.Financials & ValuationAfter several years of strong growth, NVIDIA experienced a slowdown in its fiscal year 23 (ending January) due to challenging comparisons in video games and data centers from previous years and the decline of the cryptocurrency market. As a result, sales for FY23 are projected to increase only 0.1%, in contrast to a 61.4% increase the previous year. This stagnation in sales is largely caused by a projected 30% year-over-year decline in the gaming segment, which is the most affected by cryptocurrency.The sudden decrease in growth led to an increase in operating expenses that surpassed revenue growth, resulting in a 14% decrease in operating margins to 33.3% in FY23. This has in turn caused earnings per share to be projected to drop by 26% in FY23.Amid a slowing economic climate and uncertainty surrounding end market demand, consensus projections remain cautious. For FY24, consensus estimates project sales growth of only 8.3% and earnings per share to recover to $4.39, which is still below its FY22 EPS of $4.44. However, with the escalating competition among tech giants in the field of AI, and the reliance on NVIDIA's GPUs for processing AI workloads, there is potential for NVIDIA to surpass these conservative estimates.In January 2023, NVIDIA experienced a significant rally of 43%. While we believe the market's recognition of the opportunity presented by ChatGPT may have played a role, we believe the broader shift towards riskier assets had a larger impact. During the same period, Tesla (TSLA) experienced a rally of 64% and Bitcoin (BTC-USD) saw a rally of 40%.The recent rally in NVIDIA's stock has led to a forward 12-month EPS multiple of 48x. However, considering the potential impact of ChatGPT on the company's earnings, it is possible that NVIDIA could exceed consensus estimates. If ChatGPT accelerates the company's projected results by one year, NVIDIA could see earnings per share of $5.56 in FY24. At this level, the stock would be trading at a more attractive multiple of 37.5x.ConclusionThe advent of ChatGPT has sparked increased competition among major technology firms to develop and improve their AI capabilities. As a result, these companies are expected to ramp up their investments in NVIDIA's GPUs to support their AI operations. While current forecasts predict a moderate improvement in performance, there is potential for NVIDIA to surpass these projections significantly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952228264,"gmtCreate":1674771144659,"gmtModify":1676538957488,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"Good information, thank you","listText":"Good information, thank you","text":"Good information, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952228264","repostId":"1124561367","repostType":4,"repost":{"id":"1124561367","kind":"news","pubTimestamp":1674734447,"share":"https://ttm.financial/m/news/1124561367?lang=&edition=fundamental","pubTime":"2023-01-26 20:00","market":"us","language":"en","title":"Microsoft: Bulls Are Still Standing On Shaky Legs","url":"https://stock-news.laohu8.com/highlight/detail?id=1124561367","media":"Seeking Alpha","summary":"SummaryMicrosoft Corporation's fiscal Q2 2023 results and outlook disappointed against market expect","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Microsoft Corporation&#39;s fiscal Q2 2023 results and outlook disappointed against market expectations -- causing a 4% drop in Microsoft shares on the next trading day&#39;s opening auction.</li><li>The disappointment was especially bitter given a worse than expected demand environment for Microsoft&#39;s cloud business.</li><li>I now downgrade my EPS expectations for Microsoft Corporation through 2025, I now model a fair implied share price for Microsoft equal to $211.06/share.</li><li>Reflecting on a challenging growth outlook, I reiterate a &#34;Hold&#34; rating for Microsoft Corporation.</li></ul><p><b>Thesis</b></p><p>I have been cautious going into Microsoft Corporation&#39;s (NASDAQ: MSFT)fiscal Q2 2023 report, and I continue to be cautious after. Microsoft&#39;s results for the December quarter were mixed. But the company clearly warned investors about a somewhat worse than expected outlook going into the calendar year 2023. And notably, the negative outlook was also anchored on soft expectations for the cloud business, Azure.</p><p>Reflecting on a challenging growth outlook, I now downgrade my EPS expectations for Microsoft Corporation through 2025, and based on an 8.75 cost of equity, I now model a fair implied share price for MSFT equal to $211.06/share.</p><p>For reference, MSFT stock is now a relative underperformer: shares are down approximately 18% for the past twelve months, as compared to a loss of only slightly less than 9% for the S&amp;P 500 (SP500).</p><p><img src=\"https://static.tigerbbs.com/36696cf8ab7649b66c27ef94fe77d53d\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Microsoft&#39;s December Quarter</b></p><p>During the period from September to end of December 2022, Microsoft generated total group revenues of about $52.75 billion. Although revenues are up by approximately 2% versus the same period one year earlier ($51.7 billion), Microsoft failed to meet consensus analyst expectations by about $405 million ($58.15 billion estimated, according to data compiled by Refinitiv).</p><p>Operating income for the period came in at $20.4 billion, representing a 9% year over year contraction as compared to $22.25 for the same period in 2021. Net-income was recorded, $16.4 billion ($2.20/share), which is a 15% contraction respectively. Analysts had expected earnings to be anchored around $2.27/ share, according to data compiled by Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/48947f4ddadfe710486dde92854f76b5\" tg-width=\"640\" tg-height=\"140\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Q2 2023 results</p><p>Revenues from &#34;Productivity and Business Processes&#34; was $17.0 billion (7% year over year growth), with &#34;Office Commercial products and cloud services&#34; and LinkedIn pushing up sales by 7% and 10% respectively. Revenues from Microsoft&#39;s &#34;More Personal Computing&#34; came in at $14.2 billion, a 19% decrease as compared to Q2 2022, driven by Windows OEM revenue being down 39% and Xbox content and services revenue being down 12%. Revenue in &#34;Intelligent Cloud&#34; was recorded at about $21.5 billion, growing 18% year-over-year.</p><p><b>Guidance Softer Than Hoped, With Cloud Disappointing</b></p><p>Microsoft forecasted that revenues for the upcoming quarter are likely to fall somewhere between $50.5 billion and $51.5 billion. This is around $1.5 billion less than what analysts had predicted at midpoint, and would represent only a 3% year over year increase as compared to Q3 in 2022.</p><p>The weaker than expected outlook was strongly anchored on a decelerating demand environment for Microsoft&#39;s cloud services. Notably, in Q2 2023, revenue from Azure cloud services had already slowed by approximately 4 percentage points as compared to Q1 2023, ending the year with about 38% year over year growth. However, management also acknowledged that the slowdown has worsened towards the end of 2022: Amy Hood, chief financial officer, commented that growth for Azure has now fallen to the &#34;mid-30s.&#34; Moreover, she also said that revenues could likely to fall another 4-5 percentage points in the second half of Microsoft&#39;s FY 2023.</p><p>Microsoft&#39;s cloud business has arguably become the company&#39;s most important growth driver, and Azure plays a key role why MSFT&#39;s is valued at a x20 EV/EBIT, as compared to a x10 - x15 EV/EBIT for other tech firms. And accordingly, I see the sharper than expected slowdown as a warning signal that MSFT stock might reprice to lower multiples.</p><p><b>Little Commentary About ChatGPT</b></p><p>Unfortunately, there was little direct commentary in MSFT&#39;s earnings results, including the analyst conference call, on MSFT&#39;s ambitions with ChatGPT. This is unfortunate, as positive commentary surrounding the partnership with ChatGPT might have supported investor sentiment. However, Satya Nadella clearly hinted to the opportunities that a partnership with ChatGPT might bring (emphasis added):</p><blockquote><b>The next major wave of computing is being born,</b>as the Microsoft Cloud turns the world’s most advanced<b>AI models into a new computing platform</b>...</blockquote><blockquote>... We are committed to helping our customers use our platforms and tools to do more with less today and innovate for the future in the new era of AI.</blockquote><p>And responding to a question from Brent Thill, from Jefferies, about the current environment for tech investments/ innovation, Nadella commented (emphases added):</p><blockquote>And so,<b>we fully expect us to sort of incorporate AIin every layer of the stack</b>, whether it’s in productivity, whether it’s in our consumer services. And so we are excited about it. But I think that we are also excited about OpenAI zone innovation, right. So, they commercialize their products.<b>We are excited about the Chat GPT being built on Azure and having the traction it has</b>. So, we look to both, there is an investment part to it and there is a commercial partnership. But fundamentally, it’s going to be something that’s going to drive, I think innovation and competitive differentiation in every one of the Microsoft solutions by leading in AI.</blockquote><p><b>Valuation Update: Lower TP</b></p><p>On the backdrop of a softer than expected profitability outlook, I lower my EPS expectations for Microsoft Corporation in 2023. I now estimate that MSFT&#39;s EPS in 2023 will likely fall to somewhere between $8.75 and $9.50. Moreover, I also lower my EPS expectations for 2024 and 2025, to $11.50 and 14.20, respectively.</p><p>I continue to anchor on a 3.5% terminal growth rate (one percentage point higher than estimated nominal global GDP growth) and a 8.75% cost of equity requirement.</p><p>Given the EPS updates as highlighted below, I now calculate a fair implied share price for MSFT of $211.06 as compared to $220.17prior.</p><p><img src=\"https://static.tigerbbs.com/e3070a5db014014e6526f33bdf4398ea\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s estimates and calculation</p><p>Below is also the updated sensitivity table.</p><p><img src=\"https://static.tigerbbs.com/b349fd3f4aaf57c5cbb69b3d2d368881\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s estimates and calculation</p><p><b>Conclusion</b></p><p>Microsoft Corporation&#39;s Q2 2023 results and outlook disappointed against market expectations--causing a 4% drop in MSFT shares on the next trading day&#39;s opening auction. The disappointment was especially bitter given a worse than expected demand environment for Microsoft&#39;s cloud business.</p><p>Reflecting on a challenging growth outlook, I now downgrade my EPS expectations for Microsoft Corporation through 2025, and based on an 8.75 cost of equity, I now model a fair implied share price for MSFT equal to $211.06/share.</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>Microsoft: Bulls Are Still Standing On Shaky Legs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Bulls Are Still Standing On Shaky Legs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4572299-microsoft-bulls-are-still-standing-on-shaky-legs><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft Corporation's fiscal Q2 2023 results and outlook disappointed against market expectations -- causing a 4% drop in Microsoft shares on the next trading day's opening auction.The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4572299-microsoft-bulls-are-still-standing-on-shaky-legs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4572299-microsoft-bulls-are-still-standing-on-shaky-legs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124561367","content_text":"SummaryMicrosoft Corporation's fiscal Q2 2023 results and outlook disappointed against market expectations -- causing a 4% drop in Microsoft shares on the next trading day's opening auction.The disappointment was especially bitter given a worse than expected demand environment for Microsoft's cloud business.I now downgrade my EPS expectations for Microsoft Corporation through 2025, I now model a fair implied share price for Microsoft equal to $211.06/share.Reflecting on a challenging growth outlook, I reiterate a \"Hold\" rating for Microsoft Corporation.ThesisI have been cautious going into Microsoft Corporation's (NASDAQ: MSFT)fiscal Q2 2023 report, and I continue to be cautious after. Microsoft's results for the December quarter were mixed. But the company clearly warned investors about a somewhat worse than expected outlook going into the calendar year 2023. And notably, the negative outlook was also anchored on soft expectations for the cloud business, Azure.Reflecting on a challenging growth outlook, I now downgrade my EPS expectations for Microsoft Corporation through 2025, and based on an 8.75 cost of equity, I now model a fair implied share price for MSFT equal to $211.06/share.For reference, MSFT stock is now a relative underperformer: shares are down approximately 18% for the past twelve months, as compared to a loss of only slightly less than 9% for the S&P 500 (SP500).Seeking AlphaMicrosoft's December QuarterDuring the period from September to end of December 2022, Microsoft generated total group revenues of about $52.75 billion. Although revenues are up by approximately 2% versus the same period one year earlier ($51.7 billion), Microsoft failed to meet consensus analyst expectations by about $405 million ($58.15 billion estimated, according to data compiled by Refinitiv).Operating income for the period came in at $20.4 billion, representing a 9% year over year contraction as compared to $22.25 for the same period in 2021. Net-income was recorded, $16.4 billion ($2.20/share), which is a 15% contraction respectively. Analysts had expected earnings to be anchored around $2.27/ share, according to data compiled by Refinitiv.Microsoft Q2 2023 resultsRevenues from \"Productivity and Business Processes\" was $17.0 billion (7% year over year growth), with \"Office Commercial products and cloud services\" and LinkedIn pushing up sales by 7% and 10% respectively. Revenues from Microsoft's \"More Personal Computing\" came in at $14.2 billion, a 19% decrease as compared to Q2 2022, driven by Windows OEM revenue being down 39% and Xbox content and services revenue being down 12%. Revenue in \"Intelligent Cloud\" was recorded at about $21.5 billion, growing 18% year-over-year.Guidance Softer Than Hoped, With Cloud DisappointingMicrosoft forecasted that revenues for the upcoming quarter are likely to fall somewhere between $50.5 billion and $51.5 billion. This is around $1.5 billion less than what analysts had predicted at midpoint, and would represent only a 3% year over year increase as compared to Q3 in 2022.The weaker than expected outlook was strongly anchored on a decelerating demand environment for Microsoft's cloud services. Notably, in Q2 2023, revenue from Azure cloud services had already slowed by approximately 4 percentage points as compared to Q1 2023, ending the year with about 38% year over year growth. However, management also acknowledged that the slowdown has worsened towards the end of 2022: Amy Hood, chief financial officer, commented that growth for Azure has now fallen to the \"mid-30s.\" Moreover, she also said that revenues could likely to fall another 4-5 percentage points in the second half of Microsoft's FY 2023.Microsoft's cloud business has arguably become the company's most important growth driver, and Azure plays a key role why MSFT's is valued at a x20 EV/EBIT, as compared to a x10 - x15 EV/EBIT for other tech firms. And accordingly, I see the sharper than expected slowdown as a warning signal that MSFT stock might reprice to lower multiples.Little Commentary About ChatGPTUnfortunately, there was little direct commentary in MSFT's earnings results, including the analyst conference call, on MSFT's ambitions with ChatGPT. This is unfortunate, as positive commentary surrounding the partnership with ChatGPT might have supported investor sentiment. However, Satya Nadella clearly hinted to the opportunities that a partnership with ChatGPT might bring (emphasis added):The next major wave of computing is being born,as the Microsoft Cloud turns the world’s most advancedAI models into a new computing platform...... We are committed to helping our customers use our platforms and tools to do more with less today and innovate for the future in the new era of AI.And responding to a question from Brent Thill, from Jefferies, about the current environment for tech investments/ innovation, Nadella commented (emphases added):And so,we fully expect us to sort of incorporate AIin every layer of the stack, whether it’s in productivity, whether it’s in our consumer services. And so we are excited about it. But I think that we are also excited about OpenAI zone innovation, right. So, they commercialize their products.We are excited about the Chat GPT being built on Azure and having the traction it has. So, we look to both, there is an investment part to it and there is a commercial partnership. But fundamentally, it’s going to be something that’s going to drive, I think innovation and competitive differentiation in every one of the Microsoft solutions by leading in AI.Valuation Update: Lower TPOn the backdrop of a softer than expected profitability outlook, I lower my EPS expectations for Microsoft Corporation in 2023. I now estimate that MSFT's EPS in 2023 will likely fall to somewhere between $8.75 and $9.50. Moreover, I also lower my EPS expectations for 2024 and 2025, to $11.50 and 14.20, respectively.I continue to anchor on a 3.5% terminal growth rate (one percentage point higher than estimated nominal global GDP growth) and a 8.75% cost of equity requirement.Given the EPS updates as highlighted below, I now calculate a fair implied share price for MSFT of $211.06 as compared to $220.17prior.Author's estimates and calculationBelow is also the updated sensitivity table.Author's estimates and calculationConclusionMicrosoft Corporation's Q2 2023 results and outlook disappointed against market expectations--causing a 4% drop in MSFT shares on the next trading day's opening auction. The disappointment was especially bitter given a worse than expected demand environment for Microsoft's cloud business.Reflecting on a challenging growth outlook, I now downgrade my EPS expectations for Microsoft Corporation through 2025, and based on an 8.75 cost of equity, I now model a fair implied share price for MSFT equal to $211.06/share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952029297,"gmtCreate":1674271516420,"gmtModify":1676538934886,"author":{"id":"4137359088130892","authorId":"4137359088130892","name":"cooked","avatar":"https://community-static.tradeup.com/news/9ba35703e783a13eb2c1c3c2d3aba0a6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4137359088130892","authorIdStr":"4137359088130892"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>180 usd","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>180 usd","text":"$Tesla Motors(TSLA)$ 180 usd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952029297","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}