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gelatoz

trading , investing, saving

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gelatoz

07-02

$Tesla Motors(TSLA)$ is undervalue AI company. FSD and Humanoid Robotic are based on Physical AI, which is far more advance than LLM AI. I believe FSD and Robotic market are much bigger than LLM AI such as OpenAI, etc.

gelatoz

05-24

Technically speaking, Tesla has deep experiences on AI cycle (training data set, software development, hardware DOJO, RAG, etc.) specific vertical auto , particularly FSD, and advantages to EV industry. In term of price action, consolidate sideway while FED rate cute confirmation near the end of this year. Lower interest rate will trigger demand while Tesla prepare product line and price structure to support business growth and sustainability. I think TESLA will up to 200 and beyond.

gelatoz

04-08

$Tesla Motors(TSLA)$ Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.

gelatoz

03-04

Allocate 50% for stock, 25% bond, and 25% for trading and investing on bitcoin/crypto .

gelatoz

02-28

I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till end of 2024.

gelatoz

2023-05-22

Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.

Google - The Strongest Tech Company On Earth

gelatoz

2023-05-08

When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: "What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started."

Sorry, the original content has been removed

gelatoz

2023-05-06

Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.

The Fed Actually Just Gave a Great Reason for Stocks to Soar

gelatoz

2023-05-03

It is likely to pause in June

Sorry, the original content has been removed

gelatoz

2023-04-24

The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates.

Hedge Funds Place Biggest Ever Short on Benchmark Treasuries

gelatoz

2023-04-15

Is it bad news = good opportunities ? [Happy]

The S&P 500 May Be Heading Back To Its October Low Very Soon

gelatoz

2023-04-13

Paypal has more chances to grow in terms of consumer and revenue .

2 Growth Stocks With 113% and 243% Upside to Buy Now, According to Wall Street

gelatoz

2023-04-12

web3, nft, tokenize asset, blockchain are emerging tech .

Bitcoin Tops $30,000 for First Time in 10 Months, As Some Tout Crypto As "Safe Haven"

gelatoz

2023-04-09

Its healthy growth rate and sustainable competitive advantages.

A Bull Market Is Coming: 3 Reasons to Buy Tesla Stock Before It Skyrockets

gelatoz

2023-04-07

less jobs is better for stocks [LOL]

Sorry, the original content has been removed

gelatoz

2023-04-02

Nickel

Booming Jakarta IPO Market Leaves Major Global Venues Behind

gelatoz

2023-03-27

cut price to lead the market share, in line with efficiency

Tesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition

gelatoz

2023-03-27

Man with his words , EM .

Tesla's Giga Berlin Hits Weekly Production Rate of 5,000 Vehicles

gelatoz

2023-03-24

wait and see . higher risk.

Virgin Orbit Shares Jump 14% As Space Startup in Talks With Potential Investors

gelatoz

2023-03-23

Tech sector will dominate the future 😎

Prediction: These Will Be 5 of the Most Valuable Stocks by 2050

Go to Tiger App to see more news

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FSD and Humanoid Robotic are based on Physical AI, which is far more advance than LLM AI. I believe FSD and Robotic market are much bigger than LLM AI such as OpenAI, etc.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> is undervalue AI company. FSD and Humanoid Robotic are based on Physical AI, which is far more advance than LLM AI. I believe FSD and Robotic market are much bigger than LLM AI such as OpenAI, etc.","text":"$Tesla Motors(TSLA)$ is undervalue AI company. FSD and Humanoid Robotic are based on Physical AI, which is far more advance than LLM AI. I believe FSD and Robotic market are much bigger than LLM AI such as OpenAI, etc.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322982491635832","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309380851105912,"gmtCreate":1716562119682,"gmtModify":1716563755749,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Technically speaking, Tesla has deep experiences on AI cycle (training data set, software development, hardware DOJO, RAG, etc.) specific vertical auto , particularly FSD, and advantages to EV industry. In term of price action, consolidate sideway while FED rate cute confirmation near&nbsp;the end of this year. Lower interest rate will trigger demand while Tesla prepare product line and price structure to support business growth and sustainability. I think TESLA will up to&nbsp;200 and beyond.","listText":"Technically speaking, Tesla has deep experiences on AI cycle (training data set, software development, hardware DOJO, RAG, etc.) specific vertical auto , particularly FSD, and advantages to EV industry. In term of price action, consolidate sideway while FED rate cute confirmation near&nbsp;the end of this year. Lower interest rate will trigger demand while Tesla prepare product line and price structure to support business growth and sustainability. I think TESLA will up to&nbsp;200 and beyond.","text":"Technically speaking, Tesla has deep experiences on AI cycle (training data set, software development, hardware DOJO, RAG, etc.) specific vertical auto , particularly FSD, and advantages to EV industry. In term of price action, consolidate sideway while FED rate cute confirmation near the end of this year. Lower interest rate will trigger demand while Tesla prepare product line and price structure to support business growth and sustainability. I think TESLA will up to 200 and beyond.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309380851105912","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293097738858648,"gmtCreate":1712576583363,"gmtModify":1712576589009,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","text":"$Tesla Motors(TSLA)$ Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/293097738858648","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280528094732464,"gmtCreate":1709514609120,"gmtModify":1709516554607,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Allocate 50% for&nbsp;stock, 25% bond, and 25% for trading and investing on bitcoin/crypto .","listText":"Allocate 50% for&nbsp;stock, 25% bond, and 25% for trading and investing on bitcoin/crypto .","text":"Allocate 50% for stock, 25% bond, and 25% for trading and investing on bitcoin/crypto .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280528094732464","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278882471989304,"gmtCreate":1709107986948,"gmtModify":1709108985830,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till&nbsp; end of 2024.","listText":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till&nbsp; end of 2024.","text":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till end of 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278882471989304","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970559895,"gmtCreate":1684744063918,"gmtModify":1684744068318,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","listText":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","text":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970559895","repostId":"2337635974","repostType":4,"repost":{"id":"2337635974","pubTimestamp":1684713453,"share":"https://ttm.financial/m/news/2337635974?lang=&edition=fundamental","pubTime":"2023-05-22 07:57","market":"us","language":"en","title":"Google - The Strongest Tech Company On Earth","url":"https://stock-news.laohu8.com/highlight/detail?id=2337635974","media":"seekingalpha","summary":"Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising late","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e765404af0bd0a03ffe17fc9e8eeab3\" tg-width=\"750\" tg-height=\"500\"/></p><p><strong>Alphabet</strong> (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn&#39;t move the stock much initially. What really got things moving was the company’s efforts in artificial intelligence (“AI”). Google recently put off an AI event that was much better-received than its previous one, which showcased the company’s Bard chatbot making an error. Ever since the second, more successful AI presentation, Google stock has been rallying.</p><p>What should shareholders make of all of this?</p><p>First things first, I don’t believe that the massive amount of money being piled into companies that mention AI on earnings calls is being spent well. I think that <strong>NVIDIA</strong> (NASDAQ:NVDA) is way too expensive right now and I think that other tech companies are getting pricey too, albeit to a lesser degree.</p><p>However, I actually don’t think the valuation Google has reached is ridiculous, even though recent buyers have been buying for questionable reasons. Going by multiples, GOOG is only slightly more expensive than the S&amp;P 500, which now trades at 22 times earnings. Many other big tech companies trade at far wider premiums to the benchmark. For example, NVIDIA is currently trading at 29 times sales and 95 times earnings.</p><p>If you’re going to buy a stock that has been swept up in the AI mania of 2023, then it would help to buy one that at least isn’t at a ridiculous valuation. And I think that logic applies to Google here. The company is being valued fairly richly, but not at a level where the current valuation defies logic. Furthermore, Google still has positive revenue growth, and its earnings did not decline by large percentages last quarter. These signs collectively suggest that it is a stronger company than some of its competitors are. However, it is really Google’s competitive position that argues for it being a good value today, and that’s what I will spend most of this article focusing on.</p><h2>Competitive Landscape</h2><p>The biggest reason for thinking that Google is at a reasonable valuation today is the fact that it has a strong competitive position. I wrote about this a few days ago in a Twitter post, which I’ve attached below. I will be expanding on these points in more detail in the paragraphs that follow.</p><p>First, let’s talk about Google search. My Tweet was alluding to this in the first point arguing for Google’s strength even in a scenario where Bing defeats Bard.</p><p>Bing’s chatbot was seen as a competitive threat to Google until very recently. It is built on ChatGPT, only unlike ChatGPT, it has internet access, and can deal with current events. This was seen as a major competitive threat to Google recently because Google is used to retrieve information, and Bing also retrieves information, with an AI twist. AI is very popular today, and the mere fact that Bing was combining AI and search was enough to get people worrying about Google’s market share.</p><p>Fortunately, Google has not lost any market share. Bing’s market share peaked in October 2022, Google has made slight gains on it since then. Google still controls a full 86% of the market. As the following chart from Statcounter shows, Google’s search market share has been growing for more than half a year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e97a5bc0cebde522309fe9b1f0cb1be3\" tg-width=\"640\" tg-height=\"323\"/></p><p>Google market share (Statcounter)</p><p>The empirical data does not support the idea that Bing is an imminent competitive threat to Google. However, let’s not rush to conclusions. Perhaps Google bears are right and Bing will eventually beat Google Bard in the battle of the chatbots.</p><p>That may in fact happen. Bing is getting better early reviews than Bard, but that doesn’t change the fact that Google is holding its search market share. Perhaps these chatbots aren’t as crucial to search as we were led to believe. If so, Google may have an opportunity to quietly push Bard aside, keeping people on the core Google search product without assuming the high costs that come with running chatbots.</p><p>It’s a similar story with video. YouTube is currently #1 in online video, with a 75% market share. Frequently, we’ve seen TikTok and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>’</strong> (META) Instagram described as competitors to YouTube. And they are in part, but only in short form video. TikTok and Meta both typically feature short videos, with the average Insta reel coming in at seven to 15 seconds. They might take some “eyeballs” away from YouTube here and there, but they just aren’t competing with YouTube’s bread and butter, which is long form video. The average YouTube video is 11.7 minutes long, which is far longer than what you’ll find on Insta and TikTok. So, if you’re looking for interviews, video essays, and full music videos, you’re on YouTube. That portion of the online video market, Google/YouTube has on lock.</p><p>Finally, the smartphone operating system market. Google is technically #1 in installs there, although <strong>Apple</strong> (AAPL) is #1 going by revenue, as the app store generates more sales than the Play Store does. Apple dominates the wealthy U.S. market, where people are more willing to spend money on apps than in the less developed markets that Android dominates.</p><p>The point here is that Google has the low-end of the smartphone market locked down and seemingly always will. There are no cheap phones in Apple’s iPhone lineup, iPhone starts at $799. As long as people want smartphones for less than $800, there will be a market for Android phones.</p><p>What all this comes down to is the fact that Google’s biggest competitors could make gains on it, and Google would still be strong. Bing could defeat Bard, yet Google Search as a whole would still be the #1 search. Insta and TikTok could dominate the short form video market, yet YouTube would still control the long form video market. iPhone could strengthen its position in premium phones, and Google would still be on top in budget phones. Google has so many advantages that it isn’t hard for it to remain a very profitable company. And that’s not even talking about Google Drive, Gmail, the newly-profitable cloud segment, or any of the company’s “other bets.”</p><h2>Valuation</h2><p>Having looked at Google’s competitive position, we can now turn to valuation. At today’s prices, Google stock trades at:</p><ul><li><p>27.3 times earnings.</p></li><li><p>5.6 times sales.</p></li><li><p>5.5 times book value.</p></li><li><p>6 times operating cash flow.</p></li><li><p>25.78 times free cash flow.</p></li></ul><p>Even after Google’s big rally, the stock is only a little more richly valued than the NASDAQ-100 as a whole.</p><p>Speaking of free cash flow:</p><p>According to Seeking Alpha Quant, Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth. Of course, this discounted cash flow valuation uses no risk premium, but on the other hand, it assumes 0% growth; is the ‘risk’ to Google growing at just 0% so high? It seems like the company only needs to exercise some cost discipline to achieve such growth. Google’s competitive position is very strong, which means that stable revenue and margins shouldn’t be an issue. So, perhaps discounting at the treasury yield alone is appropriate for such a conservative scenario.</p><h2>One Risk to Watch Out For</h2><p>As we’ve seen, Google has an incredibly strong competitive position and is not particularly richly valued. Depending on whether it can get its positive earnings growth back in the next few quarters, its stock may continue rising. However, there is one big risk that investors will want to watch out for here:</p><p>Anti-trust risk. Google has a very strong competitive position, and it often gets sued because of that fact. The DOJ is working on a lawsuit against Google as we speak, and the company recently got sued for $4 billion in the EU. Google already lost one appeal against that ruling so there aren’t many appeals left before it is finally forced to pay out. When a company has as many dominant subsidiaries as Google does, it tends to attract the scrutiny of regulators. So, investors will want to watch out for Google’s anti-trust risk.</p><p>Nevertheless, GOOG is a great stock overall. The company has a very strong competitive position and the valuation is not that bad compared to most large tech companies these days. I’d say I’ll continue holding Google stock for the foreseeable future.</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>Google - The Strongest Tech Company On Earth</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\">\nGoogle - The Strongest Tech Company On Earth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn't move the stock much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4507":"流媒体概念","BK4576":"AR","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","GOOG":"谷歌","BK4579":"人工智能","BK4077":"互动媒体与服务","GOOGL":"谷歌A","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4551":"寇图资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4561":"索罗斯持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4512":"苹果概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4532":"文艺复兴科技持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2337635974","content_text":"Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn't move the stock much initially. What really got things moving was the company’s efforts in artificial intelligence (“AI”). Google recently put off an AI event that was much better-received than its previous one, which showcased the company’s Bard chatbot making an error. Ever since the second, more successful AI presentation, Google stock has been rallying.What should shareholders make of all of this?First things first, I don’t believe that the massive amount of money being piled into companies that mention AI on earnings calls is being spent well. I think that NVIDIA (NASDAQ:NVDA) is way too expensive right now and I think that other tech companies are getting pricey too, albeit to a lesser degree.However, I actually don’t think the valuation Google has reached is ridiculous, even though recent buyers have been buying for questionable reasons. Going by multiples, GOOG is only slightly more expensive than the S&P 500, which now trades at 22 times earnings. Many other big tech companies trade at far wider premiums to the benchmark. For example, NVIDIA is currently trading at 29 times sales and 95 times earnings.If you’re going to buy a stock that has been swept up in the AI mania of 2023, then it would help to buy one that at least isn’t at a ridiculous valuation. And I think that logic applies to Google here. The company is being valued fairly richly, but not at a level where the current valuation defies logic. Furthermore, Google still has positive revenue growth, and its earnings did not decline by large percentages last quarter. These signs collectively suggest that it is a stronger company than some of its competitors are. However, it is really Google’s competitive position that argues for it being a good value today, and that’s what I will spend most of this article focusing on.Competitive LandscapeThe biggest reason for thinking that Google is at a reasonable valuation today is the fact that it has a strong competitive position. I wrote about this a few days ago in a Twitter post, which I’ve attached below. I will be expanding on these points in more detail in the paragraphs that follow.First, let’s talk about Google search. My Tweet was alluding to this in the first point arguing for Google’s strength even in a scenario where Bing defeats Bard.Bing’s chatbot was seen as a competitive threat to Google until very recently. It is built on ChatGPT, only unlike ChatGPT, it has internet access, and can deal with current events. This was seen as a major competitive threat to Google recently because Google is used to retrieve information, and Bing also retrieves information, with an AI twist. AI is very popular today, and the mere fact that Bing was combining AI and search was enough to get people worrying about Google’s market share.Fortunately, Google has not lost any market share. Bing’s market share peaked in October 2022, Google has made slight gains on it since then. Google still controls a full 86% of the market. As the following chart from Statcounter shows, Google’s search market share has been growing for more than half a year.Google market share (Statcounter)The empirical data does not support the idea that Bing is an imminent competitive threat to Google. However, let’s not rush to conclusions. Perhaps Google bears are right and Bing will eventually beat Google Bard in the battle of the chatbots.That may in fact happen. Bing is getting better early reviews than Bard, but that doesn’t change the fact that Google is holding its search market share. Perhaps these chatbots aren’t as crucial to search as we were led to believe. If so, Google may have an opportunity to quietly push Bard aside, keeping people on the core Google search product without assuming the high costs that come with running chatbots.It’s a similar story with video. YouTube is currently #1 in online video, with a 75% market share. Frequently, we’ve seen TikTok and Meta Platforms’ (META) Instagram described as competitors to YouTube. And they are in part, but only in short form video. TikTok and Meta both typically feature short videos, with the average Insta reel coming in at seven to 15 seconds. They might take some “eyeballs” away from YouTube here and there, but they just aren’t competing with YouTube’s bread and butter, which is long form video. The average YouTube video is 11.7 minutes long, which is far longer than what you’ll find on Insta and TikTok. So, if you’re looking for interviews, video essays, and full music videos, you’re on YouTube. That portion of the online video market, Google/YouTube has on lock.Finally, the smartphone operating system market. Google is technically #1 in installs there, although Apple (AAPL) is #1 going by revenue, as the app store generates more sales than the Play Store does. Apple dominates the wealthy U.S. market, where people are more willing to spend money on apps than in the less developed markets that Android dominates.The point here is that Google has the low-end of the smartphone market locked down and seemingly always will. There are no cheap phones in Apple’s iPhone lineup, iPhone starts at $799. As long as people want smartphones for less than $800, there will be a market for Android phones.What all this comes down to is the fact that Google’s biggest competitors could make gains on it, and Google would still be strong. Bing could defeat Bard, yet Google Search as a whole would still be the #1 search. Insta and TikTok could dominate the short form video market, yet YouTube would still control the long form video market. iPhone could strengthen its position in premium phones, and Google would still be on top in budget phones. Google has so many advantages that it isn’t hard for it to remain a very profitable company. And that’s not even talking about Google Drive, Gmail, the newly-profitable cloud segment, or any of the company’s “other bets.”ValuationHaving looked at Google’s competitive position, we can now turn to valuation. At today’s prices, Google stock trades at:27.3 times earnings.5.6 times sales.5.5 times book value.6 times operating cash flow.25.78 times free cash flow.Even after Google’s big rally, the stock is only a little more richly valued than the NASDAQ-100 as a whole.Speaking of free cash flow:According to Seeking Alpha Quant, Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth. Of course, this discounted cash flow valuation uses no risk premium, but on the other hand, it assumes 0% growth; is the ‘risk’ to Google growing at just 0% so high? It seems like the company only needs to exercise some cost discipline to achieve such growth. Google’s competitive position is very strong, which means that stable revenue and margins shouldn’t be an issue. So, perhaps discounting at the treasury yield alone is appropriate for such a conservative scenario.One Risk to Watch Out ForAs we’ve seen, Google has an incredibly strong competitive position and is not particularly richly valued. Depending on whether it can get its positive earnings growth back in the next few quarters, its stock may continue rising. However, there is one big risk that investors will want to watch out for here:Anti-trust risk. Google has a very strong competitive position, and it often gets sued because of that fact. The DOJ is working on a lawsuit against Google as we speak, and the company recently got sued for $4 billion in the EU. Google already lost one appeal against that ruling so there aren’t many appeals left before it is finally forced to pay out. When a company has as many dominant subsidiaries as Google does, it tends to attract the scrutiny of regulators. So, investors will want to watch out for Google’s anti-trust risk.Nevertheless, GOOG is a great stock overall. The company has a very strong competitive position and the valuation is not that bad compared to most large tech companies these days. I’d say I’ll continue holding Google stock for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947460248,"gmtCreate":1683509113484,"gmtModify":1683509369057,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"&nbsp; &nbsp;&nbsp;","listText":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"&nbsp; &nbsp;&nbsp;","text":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9947460248","repostId":"2333289422","repostType":4,"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947525906,"gmtCreate":1683313171305,"gmtModify":1683322484039,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","listText":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","text":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947525906","repostId":"1172261769","repostType":2,"repost":{"id":"1172261769","pubTimestamp":1683300310,"share":"https://ttm.financial/m/news/1172261769?lang=&edition=fundamental","pubTime":"2023-05-05 23:25","market":"us","language":"en","title":"The Fed Actually Just Gave a Great Reason for Stocks to Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1172261769","media":"InvestorPlace","summary":"In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike p","content":"<html><head></head><body><ul><li><p>In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming.</p></li><li><p>By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming.</p></li><li><p>Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.</p></li></ul><p>The stock market has been waiting all year long for one thing: the Fed to pause its rate-hike campaign. </p><p style=\"text-align: start;\">Yesterday, the central bank signaled it is getting ready to do just that and, in so doing, gave <strong>stocks permission to soar.</strong> </p><p style=\"text-align: start;\">The story here is shockingly simple. </p><p style=\"text-align: start;\">In the end, it all comes down to the Fed. Want to know whether you should buy stocks yet? It depends on what the Fed is planning to do next. </p><p style=\"text-align: start;\">The U.S. Federal Reserve rules the financial universe. It controls the amount of money floating around the U.S. economy. This affects consumer spending, business growth, and stock prices.</p><p style=\"text-align: start;\">That’s why Wall Street has that old saying: “<em>Don’t fight the Fed!</em>” </p><p style=\"text-align: start;\">A good rule of thumb is to buy stocks when the Fed is the market’s friend (not hiking rates), and sell stocks when it’s the market’s enemy (hiking rates). </p><p style=\"text-align: start;\"><strong>And over the past year and change, the Fed has been the stock market’s public enemy No. 1.</strong> </p><h2 style=\"text-align: start;\">Will the Fed Ever Be Done With Rate Hikes?</h2><p style=\"text-align: start;\">Since March 2022, the Fed has hiked rates 10 consecutive times – including four jumbo 75-basis-point hikes – in what has been the most aggressive and rapid rate-hiking campaign ever. </p><p style=\"text-align: start;\">It should be no surprise that stocks have slumped since then. </p><p style=\"text-align: start;\">The Fed started hiking rates aggressively. Stocks started crashing. </p><p style=\"text-align: start;\"><strong><em>But over the past few months, things have started to shift. </em></strong></p><p style=\"text-align: start;\">Throughout last year, the Fed was continually getting more aggressive with its policy stance. The rate hikes kept getting bigger. </p><p style=\"text-align: start;\">But in the last month of 2022, the central bank downshifted from a 75-basis-point hike to a 50-basis-point hike. In the first month of 2023, it downshifted again, this time to a “normal” 25-basis-point hike. And it’s stayed there ever since. </p><p style=\"text-align: start;\">In other words, starting in mid-December 2022, the Federal Reserve started to get less aggressive with its rate hikes. This means it started to become more friendly to the stock market. </p><p style=\"text-align: start;\">And what has happened since December 2022? </p><p style=\"text-align: start;\">Stocks have rallied. The <strong>S&amp;P 500</strong> is up more than 6% year-to-date, after falling about 20% in 2022. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb1f99361ef1958d92666b03db441abc\" alt=\"A graph showing the change in the S&amp;P 500 since January 2023\" title=\"A graph showing the change in the S&amp;P 500 since January 2023\" tg-width=\"946\" tg-height=\"598\"/><span>A graph showing the change in the S&amp;P 500 since January 2023</span></p><p style=\"text-align: start;\">Again, that should be no surprise. It all comes back to the Fed. </p><p style=\"text-align: start;\">Over the past few months, it has become less aggressive with its monetary policy. Consequently, stocks have rallied. </p><p style=\"text-align: start;\"><strong><em>And that brings us to yesterday.</em></strong></p><p style=\"text-align: start;\">Yesterday, the Fed hiked rates by 25 basis points, continuing the trend it established in December 2022. </p><p style=\"text-align: start;\">However, in the press release that announced the rate hike, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming. </p><p style=\"text-align: start;\">By omitting them from this month’s release, the Fed is implicitly signaling that <em>no </em>more rate hikes are coming. </p><p style=\"text-align: start;\">In fact, Fed Board Chair Jerome Powell confirmed as much in his press conference yesterday. He explicitly said that the omission of these phrases was “meaningful.” </p><p style=\"text-align: start;\">Take from that what you will. To me, the implication is obvious. </p><h2 style=\"text-align: start;\">The Final Word</h2><p style=\"text-align: start;\">Let’s go back to our golden rule of the stock market. </p><p style=\"text-align: start;\">When the Fed becomes less friendly toward markets, sell stocks. When the Fed becomes more friendly toward markets, buy stocks. </p><p style=\"text-align: start;\">The Federal Reserve is about to take a massive step to become more friendly to markets by stopping its rate-hike campaign in June. </p><p style=\"text-align: start;\">You know what happens to stocks when the Fed pauses a rate-hike campaign</p><p style=\"text-align: start;\">As you can <strong>see in the chart below, they rally. <em>Every time. </em></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/155bfc83113d0d8ecc77410f89e17dfc\" alt=\"A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time\" title=\"A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time\" tg-width=\"940\" tg-height=\"495\"/><span>A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time</span></p><p style=\"text-align: start;\">In other words, I’m writing to you today to deliver three crystal-clear messages:</p><ol><li><p>The Fed just signaled it will pause its rate-hike campaign next month. </p></li><li><p>Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one. </p></li><li><p>In those “Pause” rallies, tech stocks tend to be the biggest winners, posting average returns of about 30% in a year. </p></li></ol><p style=\"text-align: start;\">The implication? It’s time to buy tech stocks. </p><p style=\"text-align: start;\">I see a big tech-driven stock market rally just around the corner. I also believe certain tech stocks are going to soar 100%-plus in that rally. </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>The Fed Actually Just Gave a Great Reason for Stocks to Soar</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Actually Just Gave a Great Reason for Stocks to Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-05 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming....</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172261769","content_text":"In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming.By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming.Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.The stock market has been waiting all year long for one thing: the Fed to pause its rate-hike campaign. Yesterday, the central bank signaled it is getting ready to do just that and, in so doing, gave stocks permission to soar. The story here is shockingly simple. In the end, it all comes down to the Fed. Want to know whether you should buy stocks yet? It depends on what the Fed is planning to do next. The U.S. Federal Reserve rules the financial universe. It controls the amount of money floating around the U.S. economy. This affects consumer spending, business growth, and stock prices.That’s why Wall Street has that old saying: “Don’t fight the Fed!” A good rule of thumb is to buy stocks when the Fed is the market’s friend (not hiking rates), and sell stocks when it’s the market’s enemy (hiking rates). And over the past year and change, the Fed has been the stock market’s public enemy No. 1. Will the Fed Ever Be Done With Rate Hikes?Since March 2022, the Fed has hiked rates 10 consecutive times – including four jumbo 75-basis-point hikes – in what has been the most aggressive and rapid rate-hiking campaign ever. It should be no surprise that stocks have slumped since then. The Fed started hiking rates aggressively. Stocks started crashing. But over the past few months, things have started to shift. Throughout last year, the Fed was continually getting more aggressive with its policy stance. The rate hikes kept getting bigger. But in the last month of 2022, the central bank downshifted from a 75-basis-point hike to a 50-basis-point hike. In the first month of 2023, it downshifted again, this time to a “normal” 25-basis-point hike. And it’s stayed there ever since. In other words, starting in mid-December 2022, the Federal Reserve started to get less aggressive with its rate hikes. This means it started to become more friendly to the stock market. And what has happened since December 2022? Stocks have rallied. The S&P 500 is up more than 6% year-to-date, after falling about 20% in 2022. A graph showing the change in the S&P 500 since January 2023Again, that should be no surprise. It all comes back to the Fed. Over the past few months, it has become less aggressive with its monetary policy. Consequently, stocks have rallied. And that brings us to yesterday.Yesterday, the Fed hiked rates by 25 basis points, continuing the trend it established in December 2022. However, in the press release that announced the rate hike, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming. By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming. In fact, Fed Board Chair Jerome Powell confirmed as much in his press conference yesterday. He explicitly said that the omission of these phrases was “meaningful.” Take from that what you will. To me, the implication is obvious. The Final WordLet’s go back to our golden rule of the stock market. When the Fed becomes less friendly toward markets, sell stocks. When the Fed becomes more friendly toward markets, buy stocks. The Federal Reserve is about to take a massive step to become more friendly to markets by stopping its rate-hike campaign in June. You know what happens to stocks when the Fed pauses a rate-hike campaignAs you can see in the chart below, they rally. Every time. A graph showing the change in the Fed's target rate and the S&P 500 over timeIn other words, I’m writing to you today to deliver three crystal-clear messages:The Fed just signaled it will pause its rate-hike campaign next month. Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one. In those “Pause” rallies, tech stocks tend to be the biggest winners, posting average returns of about 30% in a year. The implication? It’s time to buy tech stocks. I see a big tech-driven stock market rally just around the corner. I also believe certain tech stocks are going to soar 100%-plus in that rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947676304,"gmtCreate":1683126563009,"gmtModify":1683126566796,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"It is likely to pause in June","listText":"It is likely to pause in June","text":"It is likely to pause in June","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947676304","repostId":"2332999692","repostType":2,"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947007773,"gmtCreate":1682320708793,"gmtModify":1682321515606,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates.&nbsp;","listText":"The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates.&nbsp;","text":"The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947007773","repostId":"1133720132","repostType":4,"repost":{"id":"1133720132","pubTimestamp":1682314138,"share":"https://ttm.financial/m/news/1133720132?lang=&edition=fundamental","pubTime":"2023-04-24 13:28","market":"us","language":"en","title":"Hedge Funds Place Biggest Ever Short on Benchmark Treasuries","url":"https://stock-news.laohu8.com/highlight/detail?id=1133720132","media":"Bloomberg","summary":"Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording mon","content":"<html><head></head><body><ul><li><p>Leveraged funds may expect sticky inflation, Westpac says</p></li><li><p>US yields rose in April after recording monthly drop in March</p></li></ul><p>The Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates. Hedge funds seem to agree.</p><p>Leveraged investors boosted their net shorts on 10-year Treasury futures to a record 1.29 million contracts as of April 18, data from the Commodity Futures Trading Commission show. It was the fifth straight week that net shorts had increased.</p><p>“Hedge funds may be thinking that inflation will be stickier than many in the market are currently expecting,” said Damien McColough, head of fixed-income research at Westpac Banking Corp. in Sydney. “On the face of it, this big short doesn’t reflect the view that there will be a near-term recession.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30b7a83a0542125b2a2473cd278c1504\" alt=\"\" title=\"\" tg-width=\"620\" tg-height=\"348\"/></p><p>Treasury yields have been whipsawed in recent weeks as traders engage in a tug-of-war with the Fed amid a growing debate about when policymakers will start cutting rates. Hedge funds will be vindicated if the US central bank prevails in its view that borrowing costs need to keep marching higher.</p><p>Leveraged funds have a checkered track record in Treasuries. Yields declined in 2019 after the previous record short. When leveraged longs hit a multi-year high in 2021, yields did move modestly lower soon after before surging as the Fed headed toward rate hikes.</p><p>The 10-year Treasury yield has advanced nine basis points this month to 3.56%, unwinding some of March’s 45-basis-point drop. The benchmark yield remains in a deep discount to two-year rates, suggesting that a downturn is on the cards.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Place Biggest Ever Short on Benchmark Treasuries</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\">\nHedge Funds Place Biggest Ever Short on Benchmark Treasuries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-24 13:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording monthly drop in MarchThe Federal Reserve is sure that the US economy can avoid a recession despite the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-24/hedge-funds-place-biggest-short-ever-for-benchmark-treasuries?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133720132","content_text":"Leveraged funds may expect sticky inflation, Westpac saysUS yields rose in April after recording monthly drop in MarchThe Federal Reserve is sure that the US economy can avoid a recession despite the burden of higher interest rates. Hedge funds seem to agree.Leveraged investors boosted their net shorts on 10-year Treasury futures to a record 1.29 million contracts as of April 18, data from the Commodity Futures Trading Commission show. It was the fifth straight week that net shorts had increased.“Hedge funds may be thinking that inflation will be stickier than many in the market are currently expecting,” said Damien McColough, head of fixed-income research at Westpac Banking Corp. in Sydney. “On the face of it, this big short doesn’t reflect the view that there will be a near-term recession.”Treasury yields have been whipsawed in recent weeks as traders engage in a tug-of-war with the Fed amid a growing debate about when policymakers will start cutting rates. Hedge funds will be vindicated if the US central bank prevails in its view that borrowing costs need to keep marching higher.Leveraged funds have a checkered track record in Treasuries. Yields declined in 2019 after the previous record short. When leveraged longs hit a multi-year high in 2021, yields did move modestly lower soon after before surging as the Fed headed toward rate hikes.The 10-year Treasury yield has advanced nine basis points this month to 3.56%, unwinding some of March’s 45-basis-point drop. The benchmark yield remains in a deep discount to two-year rates, suggesting that a downturn is on the cards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945486565,"gmtCreate":1681549358057,"gmtModify":1681549363330,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Is it bad news = good opportunities ?&nbsp;[Happy]&nbsp;","listText":"Is it bad news = good opportunities ?&nbsp;[Happy]&nbsp;","text":"Is it bad news = good opportunities ? [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945486565","repostId":"1163718092","repostType":2,"repost":{"id":"1163718092","pubTimestamp":1681530012,"share":"https://ttm.financial/m/news/1163718092?lang=&edition=fundamental","pubTime":"2023-04-15 11:40","market":"us","language":"en","title":"The S&P 500 May Be Heading Back To Its October Low Very Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1163718092","media":"Seeking Alpha","summary":"SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at th","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Liquidity is likely to make a big u-turn over the next couple of weeks.</p></li><li><p>Reserve balances at the Federal Reserve have risen in recent weeks, but that&#39;s due to reverse.</p></li><li><p>The Treasury General Account is down to its last $85 billion and is set to rise significantly as tax season comes to an end.</p></li></ul><p>The recent wave of liquidity in the equity market is near its end. Depending on how much the reserve balances sink over the next two to three weeks could result in the S&amp;P 500 even falling back to its October lows.</p><p style=\"text-align: left;\">Much of this will have to do with the Fed balance sheet, which shrank this week as the banking &#34;crisis&#34; begins to ease and activity at the Fed&#39;s lending facilities diminishes. This has led to reverse balances dropping due to increased usage of the reverse repo facility as investors have pushed money into higher-yielding money market accounts.</p><p style=\"text-align: left;\">This has sent the reserve balance lower recently, but those reserves could be set to drop even further, especially now that the Treasury General Account has just $85 billion on hand. The decline in the Treasury General Account has helped to provide the markets with excess liquidity. But with tax receipts set to pour in and the recent debt issuances, the Treasury General Account should rise, which should work to drain liquidity from the markets.</p><p style=\"text-align: left;\">The Treasury General Account has fallen sharply in recent weeks, as the Treasury has used extraordinary measures due to the current debt ceiling debate. The TGA hasn&#39;t fallen to levels this low since December 2021.</p><p style=\"text-align: left;\">The annual tax filing due date comes next week, and the inflows from tax season will need to be high to give the Treasury the cash required to run the government while Congress works out the details on the debt limit.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c885ec6498fa817414707e7052d6d2b9\" alt=\"tga\" title=\"tga\" tg-width=\"640\" tg-height=\"347\"/><span>tga</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">This increase in the TGA from taxes will affect markets as it will work to reduce overall reserve balances held at the Fed, which work to drain liquidity and push the S&amp;P 500 lower. The chart below shows the S&amp;P 500 and the TGA (inverted) relationship. A falling TGA helps free up reserve balance, thus adding liquidity to the market, and a rising TGA removes reserve balances, thus draining liquidity from the market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/269ff1ebce1f014ee809247b07ff32d4\" alt=\"TGA vs. SPX\" title=\"TGA vs. SPX\" tg-width=\"640\" tg-height=\"347\"/><span>TGA vs. SPX</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">In the two weeks from April 13 to April 26 last year, the TGA increased from approximately $540 billion to $975 billion, an increase of $435 billion. This sent reserve balances from $3.8 trillion down to $3.3 trillion. This also resulted in one of the steepest declines in the S&amp;P 500 in 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d85f1c02da9301517589841b22224485\" alt=\"APril 2022\" title=\"APril 2022\" tg-width=\"640\" tg-height=\"347\"/><span>APril 2022</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Currently, reserve balances are around $3.3 trillion. An increase in the TGA over the next two weeks of a similar size as in 2022 would result in reserve balances falling to about $2.9 trillion and drain significant liquidity from the markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16689a4c68fecd31e0a1bd6d4c49b2fb\" alt=\"Reserve Balances Falling\" title=\"Reserve Balances Falling\" tg-width=\"640\" tg-height=\"347\"/><span>Reserve Balances Falling</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Additionally, the latest data shows that money market funds continued to rise and reached almost $5.3 trillion as of April 13. The increase in money market accounts appears to be funneling into the Fed&#39;s reverse repo facility, which has reached $2.3 trillion and is almost back to its highest levels in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e4e9c5c527473aaa3cebd8bedb8c09a\" alt=\"Reverse Repo\" title=\"Reverse Repo\" tg-width=\"640\" tg-height=\"347\"/><span>Reverse Repo</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">But more importantly, the usage of the Fed&#39;s banking crisis facility has been declining, along with the repurchase agreements of foreign officials. As this decline or normalize due to the banking &#34;crisis&#34; subsides, it will further work to reduce the Fed&#39;s balance sheet&#39;s size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1076f0006a5ed4a5ba40bcf2414fc1\" alt=\"Fed Balance sheet\" title=\"Fed Balance sheet\" tg-width=\"640\" tg-height=\"347\"/><span>Fed Balance sheet</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">In all, we could see a significant decline in the size of the reserve balances over the next two to four weeks, which based on my models that factor in the current loans made by the Fed and without the loans, suggest an increase in the TGA of equal size to last year could send reserve balance to as low as $2.6 to $2.9 trillion. But unlike the significant decline witnessed at the end of 2022, this decline would be longer lasting and could have a more profound effect on markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/623b32cad0121c80b6d6b27a61268fd5\" alt=\"Reserve balances\" title=\"Reserve balances\" tg-width=\"640\" tg-height=\"347\"/><span>Reserve balances</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">Again, historically, the S&amp;P 500 has lagged changes in reserves balances by around two weeks, and if reserved balances begin to drop, the S&amp;P 500 could very well be on its way lower, and depending on how far those reserves fall, it could be a pretty significant drop to come. Historically when the reserve balance makes new highs, stocks make new highs. When the reserve balances make new lows, stocks make new lows. A drop to the lows in reserve balance does leave the door open to a new low in the S&amp;P 500, as far-fetched as that may sound, based on the historical trends.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f8941621268cb315d7b142382ba029\" alt=\"Reserves S&amp;P 500\" title=\"Reserves S&amp;P 500\" tg-width=\"640\" tg-height=\"347\"/><span>Reserves S&amp;P 500</span></p><p style=\"text-align: left;\"><strong>Bloomberg</strong></p><p style=\"text-align: left;\">So it&#39;s certainly worth being aware of the significant risk here if the TGA rises and reserves fall. The TGA is straightforward to track and is updated daily on the Treasuries website.</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 S&P 500 May Be Heading Back To Its October Low Very Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 May Be Heading Back To Its October Low Very Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-15 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at the Federal Reserve have risen in recent weeks, but that's due to reverse.The Treasury General Account...</p>\n\n<a href=\"https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4594133-sp-500-may-be-heading-back-to-october-low-very-soon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1163718092","content_text":"SummaryLiquidity is likely to make a big u-turn over the next couple of weeks.Reserve balances at the Federal Reserve have risen in recent weeks, but that's due to reverse.The Treasury General Account is down to its last $85 billion and is set to rise significantly as tax season comes to an end.The recent wave of liquidity in the equity market is near its end. Depending on how much the reserve balances sink over the next two to three weeks could result in the S&P 500 even falling back to its October lows.Much of this will have to do with the Fed balance sheet, which shrank this week as the banking \"crisis\" begins to ease and activity at the Fed's lending facilities diminishes. This has led to reverse balances dropping due to increased usage of the reverse repo facility as investors have pushed money into higher-yielding money market accounts.This has sent the reserve balance lower recently, but those reserves could be set to drop even further, especially now that the Treasury General Account has just $85 billion on hand. The decline in the Treasury General Account has helped to provide the markets with excess liquidity. But with tax receipts set to pour in and the recent debt issuances, the Treasury General Account should rise, which should work to drain liquidity from the markets.The Treasury General Account has fallen sharply in recent weeks, as the Treasury has used extraordinary measures due to the current debt ceiling debate. The TGA hasn't fallen to levels this low since December 2021.The annual tax filing due date comes next week, and the inflows from tax season will need to be high to give the Treasury the cash required to run the government while Congress works out the details on the debt limit.tgaBloombergThis increase in the TGA from taxes will affect markets as it will work to reduce overall reserve balances held at the Fed, which work to drain liquidity and push the S&P 500 lower. The chart below shows the S&P 500 and the TGA (inverted) relationship. A falling TGA helps free up reserve balance, thus adding liquidity to the market, and a rising TGA removes reserve balances, thus draining liquidity from the market.TGA vs. SPXBloombergIn the two weeks from April 13 to April 26 last year, the TGA increased from approximately $540 billion to $975 billion, an increase of $435 billion. This sent reserve balances from $3.8 trillion down to $3.3 trillion. This also resulted in one of the steepest declines in the S&P 500 in 2022.APril 2022BloombergCurrently, reserve balances are around $3.3 trillion. An increase in the TGA over the next two weeks of a similar size as in 2022 would result in reserve balances falling to about $2.9 trillion and drain significant liquidity from the markets.Reserve Balances FallingBloombergAdditionally, the latest data shows that money market funds continued to rise and reached almost $5.3 trillion as of April 13. The increase in money market accounts appears to be funneling into the Fed's reverse repo facility, which has reached $2.3 trillion and is almost back to its highest levels in 2023.Reverse RepoBloombergBut more importantly, the usage of the Fed's banking crisis facility has been declining, along with the repurchase agreements of foreign officials. As this decline or normalize due to the banking \"crisis\" subsides, it will further work to reduce the Fed's balance sheet's size.Fed Balance sheetBloombergIn all, we could see a significant decline in the size of the reserve balances over the next two to four weeks, which based on my models that factor in the current loans made by the Fed and without the loans, suggest an increase in the TGA of equal size to last year could send reserve balance to as low as $2.6 to $2.9 trillion. But unlike the significant decline witnessed at the end of 2022, this decline would be longer lasting and could have a more profound effect on markets.Reserve balancesBloombergAgain, historically, the S&P 500 has lagged changes in reserves balances by around two weeks, and if reserved balances begin to drop, the S&P 500 could very well be on its way lower, and depending on how far those reserves fall, it could be a pretty significant drop to come. Historically when the reserve balance makes new highs, stocks make new highs. When the reserve balances make new lows, stocks make new lows. A drop to the lows in reserve balance does leave the door open to a new low in the S&P 500, as far-fetched as that may sound, based on the historical trends.Reserves S&P 500BloombergSo it's certainly worth being aware of the significant risk here if the TGA rises and reserves fall. The TGA is straightforward to track and is updated daily on the Treasuries website.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945329277,"gmtCreate":1681386251700,"gmtModify":1681386256360,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Paypal has more chances to grow in terms of consumer and revenue .","listText":"Paypal has more chances to grow in terms of consumer and revenue .","text":"Paypal has more chances to grow in terms of consumer and revenue .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945329277","repostId":"2327187616","repostType":4,"repost":{"id":"2327187616","pubTimestamp":1681378922,"share":"https://ttm.financial/m/news/2327187616?lang=&edition=fundamental","pubTime":"2023-04-13 17:42","market":"us","language":"en","title":"2 Growth Stocks With 113% and 243% Upside to Buy Now, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2327187616","media":"Motley Fool","summary":"Wall Street says these growth stocks are worth buying at their current prices, and two analysts are forecasting triple-digit returns for shareholders.","content":"<html><head></head><body><div><p>According to CNN Business, <strong><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</strong> <span>(PYPL<span> -0.11%</span>)</span> and <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></strong> <span>(SNOW<span> 0.34%</span>)</span> have a consensus rating of &#34;buy&#34; on Wall Street, and some analysts are forecasting triple-digit gains for shareholders. The Street-high price target on PayPal is $160 per share, which implies a 113% upside from its current price. The Street-high price target on Snowflake is $500 per share, which implies a 243% upside from its current price.</p><p>Here&#39;s what investors should know about these growth stocks.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"335416\" :show_benchmark_compare=\"false\" amount_change=\"-0.08\" average_volume=\"11,873,106\" company_name=\"PayPal\" current_price=\"73.50\" daily_high=\"75.70\" daily_low=\"73.35\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NASDAQ\" fifty_two_week_high=\"105.95\" fifty_two_week_low=\"66.39\" gross_margin=\"45.38\" logo=\"https://g.foolcdn.com/art/companylogos/mark/PYPL.png\" market_cap=\"$83B\" pe_ratio=\"24.05\" percent_change=\"-0.11\" symbol=\"PYPL\" volume=\"9,823\"></app></div><h2>1. PayPal</h2><p>PayPal got off to a rocky start last year. Management cut guidance and pulled its medium-term financial targets as economic conditions deteriorated. But the company was quick to cut costs and prioritize investments in areas where it already has a strong competitive position, including PayPal checkout, Braintree checkout, and the PayPal and Venmo digital wallets. Those actions helped salvage what could have been a much worse year. Revenue climbed 8% to $25.4 billion in 2022, and non-GAAP (adjusted) earnings dropped 10% to $4.13 per diluted share.</p><p>The future looks even brighter. PayPal plans to cut $1.9 billion  in expenses this year, which management believes will drive 18% growth in non-GAAP earnings. Beyond that, the company is perfectly positioned to benefit as digital payments become more prevalent in physical and digital commerce. PayPal is the most accepted digital wallet in North America and Europe, and it continued to gain share last year. PayPal is also the leader in online payment processing, with a 42% market share.</p><p>That strong competitive position reflects the benefits of its two-sided payments network. Whereas most payment providers work only with merchants, PayPal offers financial services to merchants and consumers. That means the company has a deeper understanding of consumer spending habits than many of its peers, and that data allows PayPal to separate legitimate and illegitimate transactions very effectively. In fact, CEO Dan Schulman says PayPal has the highest authorization rate and the lowest loss rates in the industry.</p><div><div></div></div><p>The company is also working to increase its presence at physical points of sale. It launched the PayPal Zettle Terminal in the U.S. last year, an all-in-one point of sale (POS) solution for small and medium-sized businesses. PayPal also partnered with <strong>Apple</strong> to bring its Tap to Pay for iPhone to the PayPal and Venmo iOS apps. The partnership will also allow consumers to store PayPal and Venmo-branded payment cards in their Apple Wallets for use anywhere Apple Pay is accepted. That is particularly noteworthy because Apple Pay is the most popular in-store mobile wallet in the U.S., meaning it could have a material impact in helping PayPal gain traction at physical checkouts.</p><p>Currently, PayPal stock trades at 3.2 times sales, a bargain compared to the three-year average of 8.8 times sales. That creates a worthwhile buying opportunity for patient investors, but the odds of triple-digit returns in the next year are slim in the current economy. Investors should plan to hold the stock for at least three to five years.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"343092\" :show_benchmark_compare=\"false\" amount_change=\"0.47\" average_volume=\"\" company_name=\"Snowflake\" current_price=\"139.66\" daily_high=\"144.50\" daily_low=\"139.32\" default_period=\"OneYear\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"215.00\" fifty_two_week_low=\"110.27\" gross_margin=\"0.00\" logo=\"https://g.foolcdn.com/art/companylogos/mark/SNOW.png\" market_cap=\"\" pe_ratio=\"\" percent_change=\"0.34\" symbol=\"SNOW\" volume=\"864\"></app></div><h2>2. Snowflake</h2><p>Snowflake helps businesses manage and make sense of big data. Its platform solves the problem of siloed datasets created by cloud migration and software proliferation. The Snowflake Data Cloud allows clients to ingest, store, and analyze the data spread across their IT infrastructure while freeing them from the burden of managing the underlying infrastructure. The Data Cloud also lets clients securely share data, build data-driven applications, and transform data for use cases like artificial intelligence and machine learning.</p><p>So what? Snowflake helps businesses draw insights from sprawling datasets, and no other product on the market supports the same range of workloads. Additionally, its data-sharing capabilities create a network effect. The platform becomes more valuable each time more data is added simply because more data is available for exchange. Clients also benefit from its infrastructure-neutral disposition. The Data Cloud runs across <strong>Amazon</strong> Web Services, <strong>Microsoft</strong> Azure, and <strong>Alphabet</strong>&#39;s Google Cloud Platform, meaning clients are free to work with the cloud computing vendor of their choosing.</p><div><div></div></div><p>Snowflake is growing like wildfire. Its customer count increased 31% to 7,828 in the fourth quarter, and the average customer spent 58% more over the past year. In turn, revenue climbed 69% to $2.1 billion in fiscal 2023 (ended Jan. 31, 2023), and free cash flow (FCF) soared sixfold to $496 million, representing a healthy FCF margin of 24%. And investors have good reason to believe Snowflake can maintain that momentum.</p><p>Digital transformation is fueling the creation of tremendous amounts of data, and effectively harnessing that data can help businesses make better decisions and build more powerful applications. The Data Cloud was engineered for that very purpose, and management believes it addresses a $248 billion market opportunity, meaning Snowflake has hardly scratched the surface of its potential.</p><p>Currently, shares trade at 22.5 times sales. That valuation multiple is a significant discount to the historical average of 74.1 times sales, but it certainly isn&#39;t cheap. Investors may want to wait for a better entry point, though risk-tolerant investors could reasonably consider buying a very small position in this Warren Buffett stock right now. But given the challenging economy, the odds of triple-digit returns any time soon are remote at best.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks With 113% and 243% Upside to Buy Now, 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; 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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\">\n2 Growth Stocks With 113% and 243% Upside to Buy Now, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-13 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/13/2-growth-stocks-with-243-upside-to-buy-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to CNN Business, PayPal Holdings (PYPL -0.11%) and Snowflake (SNOW 0.34%) have a consensus rating of \"buy\" on Wall Street, and some analysts are forecasting triple-digit gains for ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/13/2-growth-stocks-with-243-upside-to-buy-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","PYPL":"PayPal","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","SNOW":"Snowflake","BK4585":"ETF&股票定投概念","BK4571":"数字音乐概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4534":"瑞士信贷持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4587":"ChatGPT概念","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4524":"宅经济概念","LU0079474960.USD":"联博美国增长基金A","BK4559":"巴菲特持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4077":"互动媒体与服务","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4527":"明星科技股","BK4579":"人工智能","BK4116":"互联网服务与基础架构","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4573":"虚拟现实","BK4581":"高盛持仓","BK4512":"苹果概念","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4514":"搜索引擎","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2023/04/13/2-growth-stocks-with-243-upside-to-buy-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327187616","content_text":"According to CNN Business, PayPal Holdings (PYPL -0.11%) and Snowflake (SNOW 0.34%) have a consensus rating of \"buy\" on Wall Street, and some analysts are forecasting triple-digit gains for shareholders. The Street-high price target on PayPal is $160 per share, which implies a 113% upside from its current price. The Street-high price target on Snowflake is $500 per share, which implies a 243% upside from its current price.Here's what investors should know about these growth stocks.1. PayPalPayPal got off to a rocky start last year. Management cut guidance and pulled its medium-term financial targets as economic conditions deteriorated. But the company was quick to cut costs and prioritize investments in areas where it already has a strong competitive position, including PayPal checkout, Braintree checkout, and the PayPal and Venmo digital wallets. Those actions helped salvage what could have been a much worse year. Revenue climbed 8% to $25.4 billion in 2022, and non-GAAP (adjusted) earnings dropped 10% to $4.13 per diluted share.The future looks even brighter. PayPal plans to cut $1.9 billion  in expenses this year, which management believes will drive 18% growth in non-GAAP earnings. Beyond that, the company is perfectly positioned to benefit as digital payments become more prevalent in physical and digital commerce. PayPal is the most accepted digital wallet in North America and Europe, and it continued to gain share last year. PayPal is also the leader in online payment processing, with a 42% market share.That strong competitive position reflects the benefits of its two-sided payments network. Whereas most payment providers work only with merchants, PayPal offers financial services to merchants and consumers. That means the company has a deeper understanding of consumer spending habits than many of its peers, and that data allows PayPal to separate legitimate and illegitimate transactions very effectively. In fact, CEO Dan Schulman says PayPal has the highest authorization rate and the lowest loss rates in the industry.The company is also working to increase its presence at physical points of sale. It launched the PayPal Zettle Terminal in the U.S. last year, an all-in-one point of sale (POS) solution for small and medium-sized businesses. PayPal also partnered with Apple to bring its Tap to Pay for iPhone to the PayPal and Venmo iOS apps. The partnership will also allow consumers to store PayPal and Venmo-branded payment cards in their Apple Wallets for use anywhere Apple Pay is accepted. That is particularly noteworthy because Apple Pay is the most popular in-store mobile wallet in the U.S., meaning it could have a material impact in helping PayPal gain traction at physical checkouts.Currently, PayPal stock trades at 3.2 times sales, a bargain compared to the three-year average of 8.8 times sales. That creates a worthwhile buying opportunity for patient investors, but the odds of triple-digit returns in the next year are slim in the current economy. Investors should plan to hold the stock for at least three to five years.2. SnowflakeSnowflake helps businesses manage and make sense of big data. Its platform solves the problem of siloed datasets created by cloud migration and software proliferation. The Snowflake Data Cloud allows clients to ingest, store, and analyze the data spread across their IT infrastructure while freeing them from the burden of managing the underlying infrastructure. The Data Cloud also lets clients securely share data, build data-driven applications, and transform data for use cases like artificial intelligence and machine learning.So what? Snowflake helps businesses draw insights from sprawling datasets, and no other product on the market supports the same range of workloads. Additionally, its data-sharing capabilities create a network effect. The platform becomes more valuable each time more data is added simply because more data is available for exchange. Clients also benefit from its infrastructure-neutral disposition. The Data Cloud runs across Amazon Web Services, Microsoft Azure, and Alphabet's Google Cloud Platform, meaning clients are free to work with the cloud computing vendor of their choosing.Snowflake is growing like wildfire. Its customer count increased 31% to 7,828 in the fourth quarter, and the average customer spent 58% more over the past year. In turn, revenue climbed 69% to $2.1 billion in fiscal 2023 (ended Jan. 31, 2023), and free cash flow (FCF) soared sixfold to $496 million, representing a healthy FCF margin of 24%. And investors have good reason to believe Snowflake can maintain that momentum.Digital transformation is fueling the creation of tremendous amounts of data, and effectively harnessing that data can help businesses make better decisions and build more powerful applications. The Data Cloud was engineered for that very purpose, and management believes it addresses a $248 billion market opportunity, meaning Snowflake has hardly scratched the surface of its potential.Currently, shares trade at 22.5 times sales. That valuation multiple is a significant discount to the historical average of 74.1 times sales, but it certainly isn't cheap. Investors may want to wait for a better entry point, though risk-tolerant investors could reasonably consider buying a very small position in this Warren Buffett stock right now. But given the challenging economy, the odds of triple-digit returns any time soon are remote at best.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942428701,"gmtCreate":1681283826703,"gmtModify":1681283831564,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"web3, nft, tokenize&nbsp;asset, blockchain are emerging tech .","listText":"web3, nft, tokenize&nbsp;asset, blockchain are emerging tech .","text":"web3, nft, tokenize asset, blockchain are emerging tech .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942428701","repostId":"2326298278","repostType":2,"repost":{"id":"2326298278","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1681279820,"share":"https://ttm.financial/m/news/2326298278?lang=&edition=fundamental","pubTime":"2023-04-12 14:10","market":"us","language":"en","title":"Bitcoin Tops $30,000 for First Time in 10 Months, As Some Tout Crypto As \"Safe Haven\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2326298278","media":"Dow Jones","summary":"Bitcoin rallied Monday to its highest level in 10 months, as some industry proponents touted the ass","content":"<html><head></head><body><p>Bitcoin rallied Monday to its highest level in 10 months, as some industry proponents touted the asset as a potential &#34;safe haven,&#34; like gold, as recession fears return to the forefront, and after fears rose last month about potential instability in the banking system.</p><p>The world&#39;s largest cryptocurrency topped $30,000 Monday night for the first since June 10, 2022, according to Dow Jones Market Data, peaking at $30,403 before pulling back. Bitcoin has surged 81% year to date, though is still down over 55% from an all-time high in November 2021. Ethereum also rallied Monday, and was trading above $1,900.</p><p>&#34;With the bank crisis, I think that the leading feature of bitcoin has changed from speculative tech to safety. A lot more like gold,&#34; said David Tawil, president and co-founder at ProChain Capital. Some investors may have started to view the asset as a haven from the banking turmoil and a recession, instead of a speculative asset, Tawil said.</p><p>Still, bitcoin has been often trading in tandem with other risky assets, such as stocks, for the past few years.</p><p>&#34;I also believe there will be an influx of liquidity from Asia, especially Asian tech companies who had accounts with Silicon Valley Bank who are now looking for places to put their money,&#34; according to Stefan Rust, founder of Truflation.</p><p>The rally on Monday may be partially driven by &#34;the growing influence on the crypto market led by Hong Kong,&#34; while U.S. regulators increase their oversight over the industry, according to Rachel Lin, co-founder and chief-executive at Synfutures.</p><p>Hong Kong Financial Secretary Paul Chan said Sunday in a blog post that while crypto markets have been highly volatile, it&#39;s the &#34;right time&#34; to push the adoption of Web3, or the so-called third generation of the internet, in the region.</p><p>Bitcoin had been attempting to break the $30,000 level, a psychological level, for three weeks, Rust noted.</p><p>Stocks are mixed Tuesday, with the Dow Jones Industrial Average up 0.1% and the S&amp;P 500 up less than 0.1%, while the Nasdaq Composite dipped 0.1%.</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>Bitcoin Tops $30,000 for First Time in 10 Months, As Some Tout Crypto As \"Safe Haven\"</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\">\nBitcoin Tops $30,000 for First Time in 10 Months, As Some Tout Crypto As \"Safe Haven\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-12 14:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bitcoin rallied Monday to its highest level in 10 months, as some industry proponents touted the asset as a potential &#34;safe haven,&#34; like gold, as recession fears return to the forefront, and after fears rose last month about potential instability in the banking system.</p><p>The world&#39;s largest cryptocurrency topped $30,000 Monday night for the first since June 10, 2022, according to Dow Jones Market Data, peaking at $30,403 before pulling back. Bitcoin has surged 81% year to date, though is still down over 55% from an all-time high in November 2021. Ethereum also rallied Monday, and was trading above $1,900.</p><p>&#34;With the bank crisis, I think that the leading feature of bitcoin has changed from speculative tech to safety. A lot more like gold,&#34; said David Tawil, president and co-founder at ProChain Capital. Some investors may have started to view the asset as a haven from the banking turmoil and a recession, instead of a speculative asset, Tawil said.</p><p>Still, bitcoin has been often trading in tandem with other risky assets, such as stocks, for the past few years.</p><p>&#34;I also believe there will be an influx of liquidity from Asia, especially Asian tech companies who had accounts with Silicon Valley Bank who are now looking for places to put their money,&#34; according to Stefan Rust, founder of Truflation.</p><p>The rally on Monday may be partially driven by &#34;the growing influence on the crypto market led by Hong Kong,&#34; while U.S. regulators increase their oversight over the industry, according to Rachel Lin, co-founder and chief-executive at Synfutures.</p><p>Hong Kong Financial Secretary Paul Chan said Sunday in a blog post that while crypto markets have been highly volatile, it&#39;s the &#34;right time&#34; to push the adoption of Web3, or the so-called third generation of the internet, in the region.</p><p>Bitcoin had been attempting to break the $30,000 level, a psychological level, for three weeks, Rust noted.</p><p>Stocks are mixed Tuesday, with the Dow Jones Industrial Average up 0.1% and the S&amp;P 500 up less than 0.1%, while the Nasdaq Composite dipped 0.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326298278","content_text":"Bitcoin rallied Monday to its highest level in 10 months, as some industry proponents touted the asset as a potential \"safe haven,\" like gold, as recession fears return to the forefront, and after fears rose last month about potential instability in the banking system.The world's largest cryptocurrency topped $30,000 Monday night for the first since June 10, 2022, according to Dow Jones Market Data, peaking at $30,403 before pulling back. Bitcoin has surged 81% year to date, though is still down over 55% from an all-time high in November 2021. Ethereum also rallied Monday, and was trading above $1,900.\"With the bank crisis, I think that the leading feature of bitcoin has changed from speculative tech to safety. A lot more like gold,\" said David Tawil, president and co-founder at ProChain Capital. Some investors may have started to view the asset as a haven from the banking turmoil and a recession, instead of a speculative asset, Tawil said.Still, bitcoin has been often trading in tandem with other risky assets, such as stocks, for the past few years.\"I also believe there will be an influx of liquidity from Asia, especially Asian tech companies who had accounts with Silicon Valley Bank who are now looking for places to put their money,\" according to Stefan Rust, founder of Truflation.The rally on Monday may be partially driven by \"the growing influence on the crypto market led by Hong Kong,\" while U.S. regulators increase their oversight over the industry, according to Rachel Lin, co-founder and chief-executive at Synfutures.Hong Kong Financial Secretary Paul Chan said Sunday in a blog post that while crypto markets have been highly volatile, it's the \"right time\" to push the adoption of Web3, or the so-called third generation of the internet, in the region.Bitcoin had been attempting to break the $30,000 level, a psychological level, for three weeks, Rust noted.Stocks are mixed Tuesday, with the Dow Jones Industrial Average up 0.1% and the S&P 500 up less than 0.1%, while the Nasdaq Composite dipped 0.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946552474,"gmtCreate":1681005417998,"gmtModify":1681005421572,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Its healthy growth rate and sustainable competitive advantages.","listText":"Its healthy growth rate and sustainable competitive advantages.","text":"Its healthy growth rate and sustainable competitive advantages.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946552474","repostId":"2325259359","repostType":4,"repost":{"id":"2325259359","pubTimestamp":1680998829,"share":"https://ttm.financial/m/news/2325259359?lang=&edition=fundamental","pubTime":"2023-04-09 08:07","market":"us","language":"en","title":"A Bull Market Is Coming: 3 Reasons to Buy Tesla Stock Before It Skyrockets","url":"https://stock-news.laohu8.com/highlight/detail?id=2325259359","media":"Motley Fool","summary":"The rally has already started. But there is still some electricity left to spark more gains.","content":"<html><head></head><body><p>The 2022 bear market has created a great opportunity for investors to scoop up top stocks at a discount, and <strong>Tesla</strong> is not an exception. While shares in the legendary electric automaker have risen substantially in 2023, they are still down 49% over the last 12 months. Let&#39;s explore why the bull run might just be getting started.</p><h2>What went wrong for Tesla?</h2><p>While no single factor can explain Tesla&#39;s substantial decline last year, some things stand out. For starters, many investors were unnerved by Elon Musk, whose acquisition of social media company <strong>Twitter</strong> led him to unload Tesla shares and possibly get distracted from his role as its CEO. Market participants also began to fear that rising competition in the EV industry would crush Tesla&#39;s growth and margins.</p><p>The good news is that both of these concerns look overblown. Five months into Musk&#39;s Twitter acquisition, Tesla has shown no signs of losing its strategic vision. No longer a fragile growth company, it is also less dependent on the guidance of a single individual and has had plenty of time to build a talented management structure aside from Musk. The company also isn&#39;t letting competition hold it back. </p><h2>Flexing scale and pricing power </h2><p>While competition is heating up in the EV industry (leading Tesla to slash its car prices by around 20% globally), this is an opportunity for the automaker to lean into its natural advantages in scale and high margins to outcompete its rivals. So far, so good. First-quarter deliveries surged 36% year over year to 422,875 cars, which is ahead of expectations. And while some analysts expect the lower prices to hurt margins, this is a small price to pay to capture market share and possibly drive unprofitable rivals out of the industry. </p><p>Further, Tesla believes it can reduce production costs on its next-generation vehicles by half, which would help offset the price cuts over the long term and help the company maintain its profitability. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73852f3db76edf7785523fab67365c08\" title=\"\" tg-width=\"700\" tg-height=\"393\"/></p><p>Image source: Getty Images.</p><p>Tesla is already very profitable compared to its pure-play EV rivals. In 2022, the company generated an operating profit of $13.7 billion (a margin of 17%), while rivals <strong>Rivian</strong> and <strong>Lucid</strong> generated operating losses of $6.9 billion and $2.6 billion in the same period.</p><p>It&#39;s hard to see how these companies can keep up with Tesla&#39;s pricing power because they lack its economies of scale and manufacturing innovations. Musk warns that both rivals are &#34;tracking toward bankruptcy&#34; unless they make dramatic efforts to cut costs.</p><h2>No more crazy overvaluation </h2><p>Tesla stock has come a long way from its overvalued past in 2020 and 2021 when it boasted a price-to-earnings (P/E) ratio as high as 1,120 and a market capitalization larger than the next five biggest car companies combined. And while the company&#39;s current forward P/E of 50 is double the <strong>Nasdaq-100</strong> index&#39;s average of 26, the premium looks justified by its healthy growth rate and sustainable competitive advantages.</p><p>Investors still have a chance to buy the dip on shares of this electric vehicle leader.</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>A Bull Market Is Coming: 3 Reasons to Buy Tesla Stock Before It Skyrockets</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\">\nA Bull Market Is Coming: 3 Reasons to Buy Tesla Stock Before It Skyrockets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-09 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/07/bull-market-is-coming-3-reasons-to-buy-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 2022 bear market has created a great opportunity for investors to scoop up top stocks at a discount, and Tesla is not an exception. While shares in the legendary electric automaker have risen ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/07/bull-market-is-coming-3-reasons-to-buy-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/04/07/bull-market-is-coming-3-reasons-to-buy-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325259359","content_text":"The 2022 bear market has created a great opportunity for investors to scoop up top stocks at a discount, and Tesla is not an exception. While shares in the legendary electric automaker have risen substantially in 2023, they are still down 49% over the last 12 months. Let's explore why the bull run might just be getting started.What went wrong for Tesla?While no single factor can explain Tesla's substantial decline last year, some things stand out. For starters, many investors were unnerved by Elon Musk, whose acquisition of social media company Twitter led him to unload Tesla shares and possibly get distracted from his role as its CEO. Market participants also began to fear that rising competition in the EV industry would crush Tesla's growth and margins.The good news is that both of these concerns look overblown. Five months into Musk's Twitter acquisition, Tesla has shown no signs of losing its strategic vision. No longer a fragile growth company, it is also less dependent on the guidance of a single individual and has had plenty of time to build a talented management structure aside from Musk. The company also isn't letting competition hold it back. Flexing scale and pricing power While competition is heating up in the EV industry (leading Tesla to slash its car prices by around 20% globally), this is an opportunity for the automaker to lean into its natural advantages in scale and high margins to outcompete its rivals. So far, so good. First-quarter deliveries surged 36% year over year to 422,875 cars, which is ahead of expectations. And while some analysts expect the lower prices to hurt margins, this is a small price to pay to capture market share and possibly drive unprofitable rivals out of the industry. Further, Tesla believes it can reduce production costs on its next-generation vehicles by half, which would help offset the price cuts over the long term and help the company maintain its profitability. Image source: Getty Images.Tesla is already very profitable compared to its pure-play EV rivals. In 2022, the company generated an operating profit of $13.7 billion (a margin of 17%), while rivals Rivian and Lucid generated operating losses of $6.9 billion and $2.6 billion in the same period.It's hard to see how these companies can keep up with Tesla's pricing power because they lack its economies of scale and manufacturing innovations. Musk warns that both rivals are \"tracking toward bankruptcy\" unless they make dramatic efforts to cut costs.No more crazy overvaluation Tesla stock has come a long way from its overvalued past in 2020 and 2021 when it boasted a price-to-earnings (P/E) ratio as high as 1,120 and a market capitalization larger than the next five biggest car companies combined. And while the company's current forward P/E of 50 is double the Nasdaq-100 index's average of 26, the premium looks justified by its healthy growth rate and sustainable competitive advantages.Investors still have a chance to buy the dip on shares of this electric vehicle leader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946925119,"gmtCreate":1680840284931,"gmtModify":1680840288110,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"less jobs is better for stocks&nbsp;[LOL]&nbsp;","listText":"less jobs is better for stocks&nbsp;[LOL]&nbsp;","text":"less jobs is better for stocks [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946925119","repostId":"2325584750","repostType":2,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941535700,"gmtCreate":1680400902400,"gmtModify":1680400906314,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Nickel","listText":"Nickel","text":"Nickel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941535700","repostId":"1167912426","repostType":4,"repost":{"id":"1167912426","pubTimestamp":1680395952,"share":"https://ttm.financial/m/news/1167912426?lang=&edition=fundamental","pubTime":"2023-04-02 08:39","market":"other","language":"en","title":"Booming Jakarta IPO Market Leaves Major Global Venues Behind","url":"https://stock-news.laohu8.com/highlight/detail?id=1167912426","media":"Bloomberg","summary":"Indonesia has a solid pipeline of listings for 2Q as wellNation’s EV offerings are a bright spot in ","content":"<html><head></head><body><ul><li><p>Indonesia has a solid pipeline of listings for 2Q as well</p></li><li><p>Nation’s EV offerings are a bright spot in its capital markets</p></li></ul><p>Indonesia is proving to be a treasure trove of initial public offerings amid an extended global lull, beating some other major listing venues in total funds raised during the first quarter. And bankers say there’s more to come.</p><p style=\"text-align: start;\">The Southeast Asian market recorded $1.45 billion in IPO proceeds between January and March, its highest-ever first-quarter tally and nearly twice the amount raised in Hong Kong. Indonesia’s total also exceeded that of Tokyo and London, and at least two more offerings larger than $500 million each are expected to price in early April. IPO proceeds are down more than 60% year-on-year globally and for Asia Pacific.</p><p style=\"text-align: start;\">Jakarta has benefited from listings of state-owned enterprises in a bid to reduce their reliance on the federal budget. A drive by Southeast Asia’s largest economy to integrate itself into the global electric vehicle supply chain is also prompting firms to take advantage of high investor interest in the sector. That said, demand for local offerings will be tested as Chinese tech behemoths led by Alibaba Group Holding Ltd. prepare to list their units in Hong Kong.</p><p style=\"text-align: start;\">“Indonesia remains a focus market and we want to do more” deals there, said Sunil Khaitan, head of equity capital markets for South East Asia at Bank of America Corp. in Singapore. The bank is working on about five more debuts within the next two to three quarters, he said.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dab0b5f2f3aca541205b8eff9313de2a\" tg-width=\"968\" tg-height=\"532\"/></p><p></p><p>Among the widely expected deals that are coming to market include PT Pertamina Hulu Energi, a unit of state-owned oil behemoth PT Pertamina, and palm oil grower Palm Co., which is a subsidiary of PT Perkebunan Nusantara III. PT Pertamina also offered shares in PT Pertamina Geothermal Energy earlier to raise $604 million in what was one of the world’s biggest deals this year.</p><p><a href=\"https://sponsored.bloomberg.com/immersive/dbs/catalysts-of-sustainability\" title=\"\n\n\" target=\"_blank\" class=\"\"><br/></a>One of the sectors capturing investors’ attention is the EV-battery space. Indonesia’s large reserves of nickel — a key component in batteries for EVs — have drawn carmakers including Hyundai Motor Co. and Mitsubishi Motors Corp. to set up local plants to ensure continued supply as the nation bans ore exports.</p><p style=\"text-align: start;\">Interest in the nickel industry, which sits at the heart of President Joko Widodo’s vision of developing an end-to-end EV supply chain onshore, has helped producers get top dollar for their IPOs. Metal and mining firm PT Trimegah Bangun Persada raised $659 million in March in what was Indonesia’s largest offering in over a year. The company, also known as Harita Nickel, had the first EV-related IPO in Jakarta. </p><p style=\"text-align: start;\">Meanwhile, another producer PT Merdeka Battery Materials is taking orders until April 4 for an offering as large as $637 million. It is slated to debut on April 18.</p><p style=\"text-align: start;\">“The EV theme remains strong, I think it’s one of the bright spots for equity capital markets at the moment,” said Udhay Furtado, co-head of ECM, Asia Pacific at Citigroup Inc. “We expect several large Indonesian IPOs coming to market from that sector.”</p><h3 style=\"text-align: start;\">Hong Kong</h3><p style=\"text-align: start;\">While the IPO scene in Indonesia is promising, the market could soon fall behind Hong Kong, which looks set to get a boost from some sizable deals.</p><p style=\"text-align: start;\">Cainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has started preparations with banks for a Hong Kong offering, Bloomberg News reported last week. Two units of JD.com Inc. also filed for IPOs on Thursday.</p><p>Weakness in Indonesia’s secondary market is another concern. The benchmark Jakarta Composite Index is down 0.7% this year, trailing the broader Asian gauge, after being one of the world’s top performers in 2022. Pertamina Geothermal’s slide of more than 20% since it’s debut in late February has been uninspiring.</p><p>Given the current volatile market conditions, investors “may adjust their risk appetite accordingly,” said Gioshia Ralie, senior country officer for JPMorgan Chase &amp; Co. in Indonesia.</p><p>That said, companies are still seen continuing with their preparations for IPOs and bankers expect a flow of mid-to-large size offerings throughout the year as foreign investors hunt for new markets and themes.</p><p style=\"text-align: start;\">“We’re definitely seeing new investors who have never looked at Southeast Asia, never looked at Indonesia before, come out and say: ‘Okay, we want to play this,’” said Bank of America’s Khaitan. Offerings going forward should “actually attract a lot more international participation.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Booming Jakarta IPO Market Leaves Major Global Venues Behind</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\">\nBooming Jakarta IPO Market Leaves Major Global Venues Behind\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-02 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-02/booming-jakarta-ipo-market-leaves-major-global-venues-behind?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Indonesia has a solid pipeline of listings for 2Q as wellNation’s EV offerings are a bright spot in its capital marketsIndonesia is proving to be a treasure trove of initial public offerings amid an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-02/booming-jakarta-ipo-market-leaves-major-global-venues-behind?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-04-02/booming-jakarta-ipo-market-leaves-major-global-venues-behind?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167912426","content_text":"Indonesia has a solid pipeline of listings for 2Q as wellNation’s EV offerings are a bright spot in its capital marketsIndonesia is proving to be a treasure trove of initial public offerings amid an extended global lull, beating some other major listing venues in total funds raised during the first quarter. And bankers say there’s more to come.The Southeast Asian market recorded $1.45 billion in IPO proceeds between January and March, its highest-ever first-quarter tally and nearly twice the amount raised in Hong Kong. Indonesia’s total also exceeded that of Tokyo and London, and at least two more offerings larger than $500 million each are expected to price in early April. IPO proceeds are down more than 60% year-on-year globally and for Asia Pacific.Jakarta has benefited from listings of state-owned enterprises in a bid to reduce their reliance on the federal budget. A drive by Southeast Asia’s largest economy to integrate itself into the global electric vehicle supply chain is also prompting firms to take advantage of high investor interest in the sector. That said, demand for local offerings will be tested as Chinese tech behemoths led by Alibaba Group Holding Ltd. prepare to list their units in Hong Kong.“Indonesia remains a focus market and we want to do more” deals there, said Sunil Khaitan, head of equity capital markets for South East Asia at Bank of America Corp. in Singapore. The bank is working on about five more debuts within the next two to three quarters, he said.Among the widely expected deals that are coming to market include PT Pertamina Hulu Energi, a unit of state-owned oil behemoth PT Pertamina, and palm oil grower Palm Co., which is a subsidiary of PT Perkebunan Nusantara III. PT Pertamina also offered shares in PT Pertamina Geothermal Energy earlier to raise $604 million in what was one of the world’s biggest deals this year.One of the sectors capturing investors’ attention is the EV-battery space. Indonesia’s large reserves of nickel — a key component in batteries for EVs — have drawn carmakers including Hyundai Motor Co. and Mitsubishi Motors Corp. to set up local plants to ensure continued supply as the nation bans ore exports.Interest in the nickel industry, which sits at the heart of President Joko Widodo’s vision of developing an end-to-end EV supply chain onshore, has helped producers get top dollar for their IPOs. Metal and mining firm PT Trimegah Bangun Persada raised $659 million in March in what was Indonesia’s largest offering in over a year. The company, also known as Harita Nickel, had the first EV-related IPO in Jakarta. Meanwhile, another producer PT Merdeka Battery Materials is taking orders until April 4 for an offering as large as $637 million. It is slated to debut on April 18.“The EV theme remains strong, I think it’s one of the bright spots for equity capital markets at the moment,” said Udhay Furtado, co-head of ECM, Asia Pacific at Citigroup Inc. “We expect several large Indonesian IPOs coming to market from that sector.”Hong KongWhile the IPO scene in Indonesia is promising, the market could soon fall behind Hong Kong, which looks set to get a boost from some sizable deals.Cainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has started preparations with banks for a Hong Kong offering, Bloomberg News reported last week. Two units of JD.com Inc. also filed for IPOs on Thursday.Weakness in Indonesia’s secondary market is another concern. The benchmark Jakarta Composite Index is down 0.7% this year, trailing the broader Asian gauge, after being one of the world’s top performers in 2022. Pertamina Geothermal’s slide of more than 20% since it’s debut in late February has been uninspiring.Given the current volatile market conditions, investors “may adjust their risk appetite accordingly,” said Gioshia Ralie, senior country officer for JPMorgan Chase & Co. in Indonesia.That said, companies are still seen continuing with their preparations for IPOs and bankers expect a flow of mid-to-large size offerings throughout the year as foreign investors hunt for new markets and themes.“We’re definitely seeing new investors who have never looked at Southeast Asia, never looked at Indonesia before, come out and say: ‘Okay, we want to play this,’” said Bank of America’s Khaitan. Offerings going forward should “actually attract a lot more international participation.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941965406,"gmtCreate":1679923976905,"gmtModify":1679923980529,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"cut price to lead&nbsp;the market share, in line&nbsp;&nbsp;with&nbsp;efficiency&nbsp;","listText":"cut price to lead&nbsp;the market share, in line&nbsp;&nbsp;with&nbsp;efficiency&nbsp;","text":"cut price to lead the market share, in line with efficiency","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941965406","repostId":"1168281983","repostType":2,"repost":{"id":"1168281983","pubTimestamp":1679926436,"share":"https://ttm.financial/m/news/1168281983?lang=&edition=fundamental","pubTime":"2023-03-27 22:13","market":"us","language":"en","title":"Tesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1168281983","media":"Seekingalpha","summary":"SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesl","content":"<html><head></head><body><h2>Summary</h2><ul><li>I argue investors likely misinterpret Tesla management&#39;s rationale behind cutting prices.</li><li style=\"text-align:left;\">Tesla&#39;s aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition . . .</li><li style=\"text-align:left;\">. . . but rather a signal of the EV maker&#39;s long-term strategic to capture a 20 million EVs per year SAM by 2030, which requires price affordability.</li><li style=\"text-align:left;\">Tesla&#39;s price-cuts are supported by cost-leadership -- anchored industrial scale and sophistication in producing EVs.</li><li style=\"text-align:left;\">On the backdrop of the assumption that selling 20 million EVs by 2030 is reasonable, I value Tesla shares at a $310.61 target price.</li></ul><p>Earlier this year, Tesla&#39;s decision to cut prices for the Model 3 and Y caused TSLA stock to fall sharply -- with Tesla shares intermittently trading down to nearly $100/share. Now, although Tesla&#39;s stock has somewhat recovered, the EV maker&#39;s valuation is still about 55% below ATH, as concerns about competition/ price-cuts continue to pressure investor sentiment.</p><p>That said, investors likely misinterpret Tesla management&#39;s rationale behind cutting prices. In my opinion, Tesla&#39;s aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition, but rather a signal of the EV maker&#39;s long-term strategic ambition to capture an enormous market share in the next-generation of mobility. In other words: on the backdrop of cost-leadership, Tesla is preparing to bring electric mobility to the mass-market. If in the process Tesla can take out some competitors, all the better.</p><h2>Price Cuts Signal Leadership</h2><p>Given the (comparably) low production number of electric vehicles, as well as the high R&amp;D costs to build and improve the relatively new technology, EVs have long been considered too expensive to produce for/ sell to the mass market. But the situation has changed: After years of expanding production, Tesla has now captured enough industrial scale and sophistication in producing EVs to profitably sell at prices that are almost competitive with gasoline-powered cars. And likely as a consequence, Tesla has decided to pass down value unlocked through cost-efficiency to customers.</p><p>Tesla is known for having high profit margins and operating-efficiency. For the trailing twelve months, the EV maker has managed to claim an EBITDA margin of 21%, which is nearly 90% above the sector median. Similarly, Tesla&#39;s net income margin is 15.4%, a 236% premium to the sector median respectively. With regards to capital efficiency, Tesla enjoys a return on total assets (TTM reference) of approximately 15.3%, as compared to 4% for the sector median.</p><p><img src=\"https://static.tigerbbs.com/0f792873794c665c56be3d23a3707417\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p>Needless to say, these are some quite amazing profitability numbers (relative to the industry). But according to commentary from Tesla&#39;s head of production, Tom Zhu, there might be still lots of untapped potential to capitalize on opportunities to further improve the cost-effectiveness of electric vehicles (EVs). In fact, anchored on the development of a new vehicle manufacturing platform, dubbed the &#34;New Generation Vehicle&#34;, Tesla aims to reduce the firm&#39;s manufacturing footprint by 40% and lower the manufacturing costs per EV unit by as much as 50%.</p><p>Reflecting on Tesla&#39;s strong profitability, and the outlook for further profitability expansion, the decision to cut prices seems like a reasonable strategic offensive to leverage the company&#39;s cost-leadership into capturing a larger SAM.</p><h2>Targeting A Larger SAM</h2><p>According to Bloomberg Intelligence, the market for light-duty EVs could potentially be as large as 60 million units by 2040--an enormous market potential. But, of course, it is unlikely that Tesla will be able to claim the lion share of this market without servicing the mass market. This is what the price cuts are for.</p><p><img src=\"https://static.tigerbbs.com/85def7f64ae6995c48c07a5291b6544e\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/>In my opinion, Tesla&#39;s price cuts are an early signal that Elon Musk&#39;s car company is prepared to lead the market for more &#39;accessibly&#39; priced EVs. With that frame of reference, I would like to point out what Tesla&#39;s head of production Tom Zhu said during Tesla&#39;s recent investor day: (emphasis mine)</p><blockquote>As long as you offer a product with value at affordable price you don’t have to worry about demand. We try everything to cut costs... and pass down that value to our customers.</blockquote><p>And until Tesla launches its mass-market accessible Model 2--rumored to be priced at $25k - $30k--discounting existing models is a reasonable lever to start targeting said market opportunity.</p><p>Thus, Tesla&#39;s lower prices are likely to be structural, rather than temporary--supporting Tesla&#39;s ambition to sell about 20 million electric vehicles per year by 2030. While Tesla&#39;s new pricing strategy might have some unfavorable short-term effects on margins and net-profitability, on a long-term perspective the strategy will very likely amplify scale and network effects and unlock a large commercial base for cross-selling post-purchase services--for example charging, insurance, and software.</p><h2>Valuation Offers Upside</h2><p>Reflecting on Tesla&#39;s SAM expansion, I view the company&#39;s 2030 ambition to sell 20 million cars per year as reasonable. To account for the volume expansion, however, I lower my average sales price per Tesla car to $52,000 and my net-profit margin assumption to 10.5% (pricing headwinds only partially offset by economies of scale).</p><p>I continue to assume that for every dollar of hardware sales, Tesla will be able to sell 20 cents of post-purchase revenue, including energy services, software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla&#39;s software business, I continue to view a 35% net-profit margin as reasonable.</p><p>Based on this, I now calculate a $140.43 billion annual economic profit, with a present value equal to $966 billion. This number discounted back to early 2023, assuming a 11% WACC, and adding a $16.432 billion of net-cash, gives an equity value of $983 billion, or $310.61/share.</p><p><img src=\"https://static.tigerbbs.com/2a7c23d83a673bd609af9eb459f0ad69\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/>What if we vary the discount rate (row) and net % profit margin (column)? Here is the updated sensitivity analysis:</p><h2><img src=\"https://static.tigerbbs.com/cdb0c43bb52193c4ed512c4391a0e3ae\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/>Conclusion</h2><p>There’s a gap in the market for $25k EVs. And Tesla enjoys the cost-leadership to fill it. Conceptually speaking, the EV narrative has so far evolved in four stages: First, an early promise is enough to excite investors (ref. Nikola). Second, EV companies needed to prove that they actually have a technology/ product (ref. Lucid). Third, companies rushed to test if their technology/ product can be commercialized in a sustainable business model. Now we are in the fourth phase, which requires companies to build industrial scale and cost-efficiency. And like for phase one, two, and three, Tesla is leading the way.</p><p>Personally, I view Tesla&#39;s 2030 ambition to sell 20 million cars per year as reasonable -- the market size is the enabler, and Tesla&#39;s cost-leadership is the lever. Anchored on that assumption, I value Tesla shares at a $310.61 target price. Reiterate &#39;Buy&#39; rating.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased...</p>\n\n<a href=\"https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1168281983","content_text":"SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition . . .. . . but rather a signal of the EV maker's long-term strategic to capture a 20 million EVs per year SAM by 2030, which requires price affordability.Tesla's price-cuts are supported by cost-leadership -- anchored industrial scale and sophistication in producing EVs.On the backdrop of the assumption that selling 20 million EVs by 2030 is reasonable, I value Tesla shares at a $310.61 target price.Earlier this year, Tesla's decision to cut prices for the Model 3 and Y caused TSLA stock to fall sharply -- with Tesla shares intermittently trading down to nearly $100/share. Now, although Tesla's stock has somewhat recovered, the EV maker's valuation is still about 55% below ATH, as concerns about competition/ price-cuts continue to pressure investor sentiment.That said, investors likely misinterpret Tesla management's rationale behind cutting prices. In my opinion, Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition, but rather a signal of the EV maker's long-term strategic ambition to capture an enormous market share in the next-generation of mobility. In other words: on the backdrop of cost-leadership, Tesla is preparing to bring electric mobility to the mass-market. If in the process Tesla can take out some competitors, all the better.Price Cuts Signal LeadershipGiven the (comparably) low production number of electric vehicles, as well as the high R&D costs to build and improve the relatively new technology, EVs have long been considered too expensive to produce for/ sell to the mass market. But the situation has changed: After years of expanding production, Tesla has now captured enough industrial scale and sophistication in producing EVs to profitably sell at prices that are almost competitive with gasoline-powered cars. And likely as a consequence, Tesla has decided to pass down value unlocked through cost-efficiency to customers.Tesla is known for having high profit margins and operating-efficiency. For the trailing twelve months, the EV maker has managed to claim an EBITDA margin of 21%, which is nearly 90% above the sector median. Similarly, Tesla's net income margin is 15.4%, a 236% premium to the sector median respectively. With regards to capital efficiency, Tesla enjoys a return on total assets (TTM reference) of approximately 15.3%, as compared to 4% for the sector median.Needless to say, these are some quite amazing profitability numbers (relative to the industry). But according to commentary from Tesla's head of production, Tom Zhu, there might be still lots of untapped potential to capitalize on opportunities to further improve the cost-effectiveness of electric vehicles (EVs). In fact, anchored on the development of a new vehicle manufacturing platform, dubbed the \"New Generation Vehicle\", Tesla aims to reduce the firm's manufacturing footprint by 40% and lower the manufacturing costs per EV unit by as much as 50%.Reflecting on Tesla's strong profitability, and the outlook for further profitability expansion, the decision to cut prices seems like a reasonable strategic offensive to leverage the company's cost-leadership into capturing a larger SAM.Targeting A Larger SAMAccording to Bloomberg Intelligence, the market for light-duty EVs could potentially be as large as 60 million units by 2040--an enormous market potential. But, of course, it is unlikely that Tesla will be able to claim the lion share of this market without servicing the mass market. This is what the price cuts are for.In my opinion, Tesla's price cuts are an early signal that Elon Musk's car company is prepared to lead the market for more 'accessibly' priced EVs. With that frame of reference, I would like to point out what Tesla's head of production Tom Zhu said during Tesla's recent investor day: (emphasis mine)As long as you offer a product with value at affordable price you don’t have to worry about demand. We try everything to cut costs... and pass down that value to our customers.And until Tesla launches its mass-market accessible Model 2--rumored to be priced at $25k - $30k--discounting existing models is a reasonable lever to start targeting said market opportunity.Thus, Tesla's lower prices are likely to be structural, rather than temporary--supporting Tesla's ambition to sell about 20 million electric vehicles per year by 2030. While Tesla's new pricing strategy might have some unfavorable short-term effects on margins and net-profitability, on a long-term perspective the strategy will very likely amplify scale and network effects and unlock a large commercial base for cross-selling post-purchase services--for example charging, insurance, and software.Valuation Offers UpsideReflecting on Tesla's SAM expansion, I view the company's 2030 ambition to sell 20 million cars per year as reasonable. To account for the volume expansion, however, I lower my average sales price per Tesla car to $52,000 and my net-profit margin assumption to 10.5% (pricing headwinds only partially offset by economies of scale).I continue to assume that for every dollar of hardware sales, Tesla will be able to sell 20 cents of post-purchase revenue, including energy services, software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla's software business, I continue to view a 35% net-profit margin as reasonable.Based on this, I now calculate a $140.43 billion annual economic profit, with a present value equal to $966 billion. This number discounted back to early 2023, assuming a 11% WACC, and adding a $16.432 billion of net-cash, gives an equity value of $983 billion, or $310.61/share.What if we vary the discount rate (row) and net % profit margin (column)? Here is the updated sensitivity analysis:ConclusionThere’s a gap in the market for $25k EVs. And Tesla enjoys the cost-leadership to fill it. Conceptually speaking, the EV narrative has so far evolved in four stages: First, an early promise is enough to excite investors (ref. Nikola). Second, EV companies needed to prove that they actually have a technology/ product (ref. Lucid). Third, companies rushed to test if their technology/ product can be commercialized in a sustainable business model. Now we are in the fourth phase, which requires companies to build industrial scale and cost-efficiency. And like for phase one, two, and three, Tesla is leading the way.Personally, I view Tesla's 2030 ambition to sell 20 million cars per year as reasonable -- the market size is the enabler, and Tesla's cost-leadership is the lever. Anchored on that assumption, I value Tesla shares at a $310.61 target price. Reiterate 'Buy' rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941937117,"gmtCreate":1679913956640,"gmtModify":1679913960388,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Man with his words , EM .&nbsp;","listText":"Man with his words , EM .&nbsp;","text":"Man with his words , EM .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941937117","repostId":"1109387062","repostType":4,"repost":{"id":"1109387062","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1679908406,"share":"https://ttm.financial/m/news/1109387062?lang=&edition=fundamental","pubTime":"2023-03-27 17:13","market":"us","language":"en","title":"Tesla's Giga Berlin Hits Weekly Production Rate of 5,000 Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=1109387062","media":"Benzinga","summary":"ZINGER KEY POINTSThe ramp-up to 5,000 vehicles per week comes a year after the company' plant delive","content":"<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>The ramp-up to 5,000 vehicles per week comes a year after the company&#39; plant delivered the first vehicles to customers.</li><li>Tesla reportedly plans to double annual production capacity at the Giga Berlin to 1 million units.</li></ul><p>One of Tesla, Inc’s newest Gigafactories has achieved a key milestone, drawing praise from none other than the company’s CEO Elon Musk.</p><p>What Happened: Tesla’s Berlin Gigafactory has achieved a weekly production capacity of 5,000 vehicles, the company’s official Twitter handle tweeted on Saturday. Weekly production capacity is a measurement that Tesla looks at when preparing a new factory for volume production.</p><p>The ramp-up to 5,000 vehicles per week comes a year after the company&#39; plant delivered the first vehicles to customers.</p><p>At the end of last year, weekly production capacity of Model Y vehicles at the factory hit 3,000. By late February, the company said weekly production had increased to 4,000 units.</p><p>In response to Tesla’s tweet about the latest milestone, Musk replied, “Big congratulations to the Tesla Germany team.”</p><p><b>Why It’s Important:</b> Tesla had previously relied on supplying its made-in-China vehicles to customers in Europe. Localizing its manufacturing in Germany has since provided some cost advantages along with other benefits. The Berlin Gigafactory has been particularly critical to Tesla&#39;s operations in recent months, given that production at the company&#39;s Giga Shanghai was disrupted in 2022 due to the pandemic and China’s former zero-tolerance policy.</p><p>Earlier this month, a German media report noted that Tesla had submitted an initial application to Germany’s environmental agency to expand its Giga Berlin and double the plant&#39;s annual production capacity to 1 million units.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Giga Berlin Hits Weekly Production Rate of 5,000 Vehicles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Giga Berlin Hits Weekly Production Rate of 5,000 Vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-03-27 17:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>The ramp-up to 5,000 vehicles per week comes a year after the company&#39; plant delivered the first vehicles to customers.</li><li>Tesla reportedly plans to double annual production capacity at the Giga Berlin to 1 million units.</li></ul><p>One of Tesla, Inc’s newest Gigafactories has achieved a key milestone, drawing praise from none other than the company’s CEO Elon Musk.</p><p>What Happened: Tesla’s Berlin Gigafactory has achieved a weekly production capacity of 5,000 vehicles, the company’s official Twitter handle tweeted on Saturday. Weekly production capacity is a measurement that Tesla looks at when preparing a new factory for volume production.</p><p>The ramp-up to 5,000 vehicles per week comes a year after the company&#39; plant delivered the first vehicles to customers.</p><p>At the end of last year, weekly production capacity of Model Y vehicles at the factory hit 3,000. By late February, the company said weekly production had increased to 4,000 units.</p><p>In response to Tesla’s tweet about the latest milestone, Musk replied, “Big congratulations to the Tesla Germany team.”</p><p><b>Why It’s Important:</b> Tesla had previously relied on supplying its made-in-China vehicles to customers in Europe. Localizing its manufacturing in Germany has since provided some cost advantages along with other benefits. The Berlin Gigafactory has been particularly critical to Tesla&#39;s operations in recent months, given that production at the company&#39;s Giga Shanghai was disrupted in 2022 due to the pandemic and China’s former zero-tolerance policy.</p><p>Earlier this month, a German media report noted that Tesla had submitted an initial application to Germany’s environmental agency to expand its Giga Berlin and double the plant&#39;s annual production capacity to 1 million units.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109387062","content_text":"ZINGER KEY POINTSThe ramp-up to 5,000 vehicles per week comes a year after the company' plant delivered the first vehicles to customers.Tesla reportedly plans to double annual production capacity at the Giga Berlin to 1 million units.One of Tesla, Inc’s newest Gigafactories has achieved a key milestone, drawing praise from none other than the company’s CEO Elon Musk.What Happened: Tesla’s Berlin Gigafactory has achieved a weekly production capacity of 5,000 vehicles, the company’s official Twitter handle tweeted on Saturday. Weekly production capacity is a measurement that Tesla looks at when preparing a new factory for volume production.The ramp-up to 5,000 vehicles per week comes a year after the company' plant delivered the first vehicles to customers.At the end of last year, weekly production capacity of Model Y vehicles at the factory hit 3,000. By late February, the company said weekly production had increased to 4,000 units.In response to Tesla’s tweet about the latest milestone, Musk replied, “Big congratulations to the Tesla Germany team.”Why It’s Important: Tesla had previously relied on supplying its made-in-China vehicles to customers in Europe. Localizing its manufacturing in Germany has since provided some cost advantages along with other benefits. The Berlin Gigafactory has been particularly critical to Tesla's operations in recent months, given that production at the company's Giga Shanghai was disrupted in 2022 due to the pandemic and China’s former zero-tolerance policy.Earlier this month, a German media report noted that Tesla had submitted an initial application to Germany’s environmental agency to expand its Giga Berlin and double the plant's annual production capacity to 1 million units.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943459906,"gmtCreate":1679649346305,"gmtModify":1679649350324,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"wait and see . higher risk.&nbsp;","listText":"wait and see . higher risk.&nbsp;","text":"wait and see . higher risk.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943459906","repostId":"1135880639","repostType":4,"repost":{"id":"1135880639","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":1679649049,"share":"https://ttm.financial/m/news/1135880639?lang=&edition=fundamental","pubTime":"2023-03-24 17:10","market":"us","language":"en","title":"Virgin Orbit Shares Jump 14% As Space Startup in Talks With Potential Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1135880639","media":"Tiger Newspress","summary":"Virgin Orbit shares jumped 14% in premarket trading Friday as space startup in talks with potential ","content":"<html><head></head><body><p>Virgin Orbit shares jumped 14% in premarket trading Friday as space startup in talks with potential investors.</p><p><img src=\"https://static.tigerbbs.com/fffcfa35ada695ad5a21b152395dacae\" tg-width=\"826\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Billionaire Richard Branson&#39;s cash-strapped satellite launch company Virgin Orbit Holdings said on Thursday it is in talks with &#34;interested parties&#34; about an investment in the company.</p><p>Reuters reported on Wednesday that Texas venture capital investor Matthew Brown was nearing a deal to invest $200 million in the space startup via a private share placement, citing a term sheet Reuters had seen.</p><p>&#34;As we disclosed on March 16, the company has taken cash preservation measures as it explores strategic options to secure Virgin Orbit&#39;s future,&#34; Virgin Orbit said in a statement.</p><p>&#34;The company can confirm that it is in discussions with interested parties about a potential investment in the company,&#34; Virgin Orbit added. &#34;Beyond this, we will not comment on market rumors.&#34;</p><p>Without elaborating, Virgin Orbit also acknowledged comments made by Brown on a Thursday interview with CNBC TV.</p><p>Brown confirmed on CNBC he wants to buy Virgin in a deal he hopes to close by the end of Friday.</p><p>&#34;We are in active discussions. In fact, I would say final discussions with the company,&#34; Brown told CNBC. &#34;We like the company and we fully plan on transacting with the company within the next 24 hours.&#34;</p><p>Brown, who describes himself as a &#34;space enthusiast&#34; who has invested in more than 13 space companies, told CNBC he would own Virgin Orbit if the deal closes.</p><p>He did not confirm the contemplated investment amount, but said the deal would &#34;inject enough capital to make (Virgin Orbit) cash-flow positive.&#34;</p><p>Brown also told CNBC he liked Virgin Orbit&#39;s business model. The company launches a rocket carrying a satellite from the wing of a Boeing 747, rather than launching from the ground, allowing for quicker launches according to the company.</p><p>Brown could not immediately be reached by Reuters to comment.</p><p>A deal would be a boost of confidence for a company that has grappled with dwindling cash and mounting losses in recent quarters in a highly competitive market.</p><p>Virgin Orbit said on Wednesday it would resume operations on Thursday and prepare for its next mission by recalling some employees.</p><p>Virgin Orbit&#39;s market capitalization slumped to a record low of $150 million on Tuesday before reports about Brown emerged from more than $3 billion two years ago when it went public through a blank-check deal. On Thursday afternoon, the market capitalization was about $175 million.</p><p>The company, which received about $35 million of capital injections from Branson&#39;s Virgin Investments in recent months, said last week it was exploring options and was in talks for fresh funding.</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>Virgin Orbit Shares Jump 14% As Space Startup in Talks With Potential Investors</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\">\nVirgin Orbit Shares Jump 14% As Space Startup in Talks With Potential Investors\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\">2023-03-24 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Virgin Orbit shares jumped 14% in premarket trading Friday as space startup in talks with potential investors.</p><p><img src=\"https://static.tigerbbs.com/fffcfa35ada695ad5a21b152395dacae\" tg-width=\"826\" tg-height=\"618\" width=\"100%\" height=\"auto\"/></p><p>Billionaire Richard Branson&#39;s cash-strapped satellite launch company Virgin Orbit Holdings said on Thursday it is in talks with &#34;interested parties&#34; about an investment in the company.</p><p>Reuters reported on Wednesday that Texas venture capital investor Matthew Brown was nearing a deal to invest $200 million in the space startup via a private share placement, citing a term sheet Reuters had seen.</p><p>&#34;As we disclosed on March 16, the company has taken cash preservation measures as it explores strategic options to secure Virgin Orbit&#39;s future,&#34; Virgin Orbit said in a statement.</p><p>&#34;The company can confirm that it is in discussions with interested parties about a potential investment in the company,&#34; Virgin Orbit added. &#34;Beyond this, we will not comment on market rumors.&#34;</p><p>Without elaborating, Virgin Orbit also acknowledged comments made by Brown on a Thursday interview with CNBC TV.</p><p>Brown confirmed on CNBC he wants to buy Virgin in a deal he hopes to close by the end of Friday.</p><p>&#34;We are in active discussions. In fact, I would say final discussions with the company,&#34; Brown told CNBC. &#34;We like the company and we fully plan on transacting with the company within the next 24 hours.&#34;</p><p>Brown, who describes himself as a &#34;space enthusiast&#34; who has invested in more than 13 space companies, told CNBC he would own Virgin Orbit if the deal closes.</p><p>He did not confirm the contemplated investment amount, but said the deal would &#34;inject enough capital to make (Virgin Orbit) cash-flow positive.&#34;</p><p>Brown also told CNBC he liked Virgin Orbit&#39;s business model. The company launches a rocket carrying a satellite from the wing of a Boeing 747, rather than launching from the ground, allowing for quicker launches according to the company.</p><p>Brown could not immediately be reached by Reuters to comment.</p><p>A deal would be a boost of confidence for a company that has grappled with dwindling cash and mounting losses in recent quarters in a highly competitive market.</p><p>Virgin Orbit said on Wednesday it would resume operations on Thursday and prepare for its next mission by recalling some employees.</p><p>Virgin Orbit&#39;s market capitalization slumped to a record low of $150 million on Tuesday before reports about Brown emerged from more than $3 billion two years ago when it went public through a blank-check deal. On Thursday afternoon, the market capitalization was about $175 million.</p><p>The company, which received about $35 million of capital injections from Branson&#39;s Virgin Investments in recent months, said last week it was exploring options and was in talks for fresh funding.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VORB":"维珍轨道"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135880639","content_text":"Virgin Orbit shares jumped 14% in premarket trading Friday as space startup in talks with potential investors.Billionaire Richard Branson's cash-strapped satellite launch company Virgin Orbit Holdings said on Thursday it is in talks with \"interested parties\" about an investment in the company.Reuters reported on Wednesday that Texas venture capital investor Matthew Brown was nearing a deal to invest $200 million in the space startup via a private share placement, citing a term sheet Reuters had seen.\"As we disclosed on March 16, the company has taken cash preservation measures as it explores strategic options to secure Virgin Orbit's future,\" Virgin Orbit said in a statement.\"The company can confirm that it is in discussions with interested parties about a potential investment in the company,\" Virgin Orbit added. \"Beyond this, we will not comment on market rumors.\"Without elaborating, Virgin Orbit also acknowledged comments made by Brown on a Thursday interview with CNBC TV.Brown confirmed on CNBC he wants to buy Virgin in a deal he hopes to close by the end of Friday.\"We are in active discussions. In fact, I would say final discussions with the company,\" Brown told CNBC. \"We like the company and we fully plan on transacting with the company within the next 24 hours.\"Brown, who describes himself as a \"space enthusiast\" who has invested in more than 13 space companies, told CNBC he would own Virgin Orbit if the deal closes.He did not confirm the contemplated investment amount, but said the deal would \"inject enough capital to make (Virgin Orbit) cash-flow positive.\"Brown also told CNBC he liked Virgin Orbit's business model. The company launches a rocket carrying a satellite from the wing of a Boeing 747, rather than launching from the ground, allowing for quicker launches according to the company.Brown could not immediately be reached by Reuters to comment.A deal would be a boost of confidence for a company that has grappled with dwindling cash and mounting losses in recent quarters in a highly competitive market.Virgin Orbit said on Wednesday it would resume operations on Thursday and prepare for its next mission by recalling some employees.Virgin Orbit's market capitalization slumped to a record low of $150 million on Tuesday before reports about Brown emerged from more than $3 billion two years ago when it went public through a blank-check deal. On Thursday afternoon, the market capitalization was about $175 million.The company, which received about $35 million of capital injections from Branson's Virgin Investments in recent months, said last week it was exploring options and was in talks for fresh funding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943540271,"gmtCreate":1679581074594,"gmtModify":1679581121637,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Tech sector will dominate the future 😎","listText":"Tech sector will dominate the future 😎","text":"Tech sector will dominate the future 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943540271","repostId":"2321968955","repostType":4,"repost":{"id":"2321968955","pubTimestamp":1679559799,"share":"https://ttm.financial/m/news/2321968955?lang=&edition=fundamental","pubTime":"2023-03-23 16:23","market":"us","language":"en","title":"Prediction: These Will Be 5 of the Most Valuable Stocks by 2050","url":"https://stock-news.laohu8.com/highlight/detail?id=2321968955","media":"Motley Fool","summary":"If you're just getting started on your investing journey, you might find these stocks especially interesting.","content":"<html><head></head><body><p>History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there&#39;s no shortage of spectacular examples.</p><p><b>Apple</b> is currently the world&#39;s largest company, with a valuation of $2.4 trillion, and an investment in its initial public offering (IPO) in 1980 has yielded a return of 155,000% to date. Similarly, shares of <b>Microsoft </b>have soared 382,700% since its IPO in 1986.</p><p>But where will the next market leaders come from? Companies developing technologies like semiconductors, artificial intelligence (AI), and cybersecurity might be the best candidates. Through that lens, here are five stocks that could be among the world&#39;s most valuable by 2050.</p><h2>1. AMD: A leader in high-performance computing</h2><p><b>Advanced Micro Devices</b> (AMD) is one of the world&#39;s leading semiconductor companies. Its advanced computer chips power some of the hottest consumer products, from the infotainment systems in <b>Tesla</b>&#39;s electric vehicles to gaming consoles like the Microsoft Xbox and <b>Sony </b>PlayStation.</p><p>But the data center is the company&#39;s most valuable opportunity. AMD is a go-to chipmaker for the top providers of cloud computing services. Moreover, its $49 billion acquisition of Xilinx last year sets it up to lead the high-performance computing industry -- including areas like artificial intelligence.</p><p>Xilinx&#39;s adaptive technology allows chips to be reconfigured after the manufacturing process, significantly shortening the upgrade cycle, which is exactly what the AI sector needs to speed up its progress.</p><p>The semiconductor industry was valued at $573 billion in 2022 with a 12.2% annual growth rate, according to Fortune Business Insights. If it continues to expand at that pace, AMD could be playing in a $14 trillion market by 2050. But that&#39;s not all, because the AI sector could absolutely trounce that opportunity (more on that later).</p><h2>2. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>: Building the future on connecting people</h2><p>If you&#39;ve never used one of <b>Meta Platforms</b>&#39; social networks, chances are you know someone who has. Facebook, Instagram, and WhatsApp have a combined 3.7 billion monthly users, which is close to half the population on Earth. Meta is focused on maintaining that advantage and it&#39;s doing so in a few ways.</p><p>First, it&#39;s investing in its Reels feature, which curates short-form video content using AI, primarily to fend off a competitive threat from ByteDance&#39;s TikTok. Second, it&#39;s pouring billions ($13.7 billion in 2022, to be precise) into building a virtual world called the metaverse.</p><p>Meta thinks virtual reality could be the future of social and professional connection, so it&#39;s developing both the hardware and the software to cement its leadership position. Some estimates suggest the value of that opportunity could fall between $2 trillion and $30 trillion within the next decade, and it could grow even even more in the long term as the technology improves.</p><p>It will be difficult for a competitor to challenge Meta&#39;s current dominance, because it has already done the hard part of attracting such an enormous user base. So as long as the company continues to innovate to keep those users engaged, it should maintain its position among the most valuable companies in the world when 2050 rolls around.</p><h2>3. Nvidia: Advancing AI, supercomputers, autonomous driving, and more</h2><p>Like AMD, <b>Nvidia</b> makes some of the world&#39;s most advanced semiconductors. But it&#39;s focused on becoming a platform computing company, in which it also develops software, especially in segments like artificial intelligence, where it&#39;s already a widely recognized leader.</p><p>Nvidia&#39;s graphics chips are extremely popular in the gaming community, but it&#39;s the data center segment that holds the most promise. Its hardware has turned data centers from a place to store information into a training ground for AI and machine learning models -- including OpenAI&#39;s ChatGPT. The company&#39;s chips also power the most advanced supercomputers on the planet, and for the first time ever, businesses will soon be able to access them online through cloud providers like Microsoft Azure.</p><p>The Nvidia Drive platform also holds long-term promise. It&#39;s an end-to-end hardware and software solution for car manufacturers wanting to build autonomous self-driving capabilities into their vehicles -- an industry that could generate $14 trillion in value as soon as 2027.</p><p>Simply put, Nvidia has inserted itself into almost every aspect of the AI industry. End users will find it difficult to access the technology without an Nvidia hardware or software product, and that is going to drive substantial long-term value creation.</p><h2>4. CrowdStrike: Cybersecurity is on the cusp of major growth</h2><p><b>CrowdStrike</b> is a cybersecurity industry leader thanks to its continued development of AI to improve accuracy and reduce response times. The corporate world continues to shift its day-to-day operations online using cloud computing technology, and it&#39;s leaving organizations more vulnerable than ever.</p><p>Hosting valuable assets and applications online leads to a much larger attack surface; hackers can effectively strike from anywhere on the planet. CrowdStrike offers a leading portfolio of solutions to protect the cloud, the endpoint, and user identities, the latter two of which are especially important for organizations with remote workforces.</p><p>The company&#39;s AI and machine learning models are fed 2 trillion events per day, so they continue to improve at a rapid pace. CrowdStrike currently serves over 23,000 customers, and the more it attracts, the faster its models learn and the better its products become.</p><p>A 2022 survey by <b>Morgan Stanley</b> revealed cybersecurity is the last expense corporate leaders plan to cut, even in the event of a recession. The fact is, this technology is absolutely critical, and as the world becomes increasingly digital, there&#39;s no going back.</p><h2>5. C3.ai: A first-of-its-kind enterprise AI company</h2><p>Let it be known: <b>C3.ai</b> is my riskiest, most outlandish pick of this bunch, though it&#39;s packed with potential. The company is worth just $2.4 billion right now, but it has pioneered a brand-new industry called enterprise artificial intelligence. It sells AI applications to businesses, whether they need ready-made software or an entirely custom solution.</p><p>I touched on the potential value of AI earlier in this piece. Ark Investment Management, led by tech investor Cathie Wood, thinks the technology could add $200 trillion in output to the global economy as soon as 2030 through productivity increases in areas like computer programming. If that happens, software providers like C3.ai will have a $14 trillion revenue opportunity.</p><p>C3.ai already provides AI applications to the largest organizations in the world from fossil fuel giant <b>Shell</b> to the U.S. Department of Defense. Moreover, the top three cloud computing platforms -- <b>Amazon </b>Web Services (AWS), Microsoft Azure, and <b>Alphabet</b>&#39;s Google Cloud -- have partnered with C3.ai to integrate its AI technology into their own services.</p><p>Programmers using C3.ai on AWS, for example, can build applications 26 times faster than on AWS alone, with 99% less written code required. C3.ai is already delivering the productivity increases Ark is referring to.</p><p>Even if I&#39;m wrong about C3.ai becoming one of the world&#39;s most valuable companies by 2050 -- and I very well might be -- there&#39;s still room for significant upside in its stock given the disparity between its tiny valuation today and its enormous long-term opportunity.</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>Prediction: These Will Be 5 of the Most Valuable Stocks by 2050</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\">\nPrediction: These Will Be 5 of the Most Valuable Stocks by 2050\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.Apple is currently the world's largest company, with a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4567":"ESG概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4585":"ETF&股票定投概念","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","META":"Meta Platforms, Inc.","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4566":"资本集团","AMD":"美国超微公司","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4577":"网络游戏","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","CRWD":"CrowdStrike Holdings, Inc.","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4529":"IDC概念","NVDA":"英伟达","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","AI":"C3.ai, Inc.","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321968955","content_text":"History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.Apple is currently the world's largest company, with a valuation of $2.4 trillion, and an investment in its initial public offering (IPO) in 1980 has yielded a return of 155,000% to date. Similarly, shares of Microsoft have soared 382,700% since its IPO in 1986.But where will the next market leaders come from? Companies developing technologies like semiconductors, artificial intelligence (AI), and cybersecurity might be the best candidates. Through that lens, here are five stocks that could be among the world's most valuable by 2050.1. AMD: A leader in high-performance computingAdvanced Micro Devices (AMD) is one of the world's leading semiconductor companies. Its advanced computer chips power some of the hottest consumer products, from the infotainment systems in Tesla's electric vehicles to gaming consoles like the Microsoft Xbox and Sony PlayStation.But the data center is the company's most valuable opportunity. AMD is a go-to chipmaker for the top providers of cloud computing services. Moreover, its $49 billion acquisition of Xilinx last year sets it up to lead the high-performance computing industry -- including areas like artificial intelligence.Xilinx's adaptive technology allows chips to be reconfigured after the manufacturing process, significantly shortening the upgrade cycle, which is exactly what the AI sector needs to speed up its progress.The semiconductor industry was valued at $573 billion in 2022 with a 12.2% annual growth rate, according to Fortune Business Insights. If it continues to expand at that pace, AMD could be playing in a $14 trillion market by 2050. But that's not all, because the AI sector could absolutely trounce that opportunity (more on that later).2. Meta Platforms: Building the future on connecting peopleIf you've never used one of Meta Platforms' social networks, chances are you know someone who has. Facebook, Instagram, and WhatsApp have a combined 3.7 billion monthly users, which is close to half the population on Earth. Meta is focused on maintaining that advantage and it's doing so in a few ways.First, it's investing in its Reels feature, which curates short-form video content using AI, primarily to fend off a competitive threat from ByteDance's TikTok. Second, it's pouring billions ($13.7 billion in 2022, to be precise) into building a virtual world called the metaverse.Meta thinks virtual reality could be the future of social and professional connection, so it's developing both the hardware and the software to cement its leadership position. Some estimates suggest the value of that opportunity could fall between $2 trillion and $30 trillion within the next decade, and it could grow even even more in the long term as the technology improves.It will be difficult for a competitor to challenge Meta's current dominance, because it has already done the hard part of attracting such an enormous user base. So as long as the company continues to innovate to keep those users engaged, it should maintain its position among the most valuable companies in the world when 2050 rolls around.3. Nvidia: Advancing AI, supercomputers, autonomous driving, and moreLike AMD, Nvidia makes some of the world's most advanced semiconductors. But it's focused on becoming a platform computing company, in which it also develops software, especially in segments like artificial intelligence, where it's already a widely recognized leader.Nvidia's graphics chips are extremely popular in the gaming community, but it's the data center segment that holds the most promise. Its hardware has turned data centers from a place to store information into a training ground for AI and machine learning models -- including OpenAI's ChatGPT. The company's chips also power the most advanced supercomputers on the planet, and for the first time ever, businesses will soon be able to access them online through cloud providers like Microsoft Azure.The Nvidia Drive platform also holds long-term promise. It's an end-to-end hardware and software solution for car manufacturers wanting to build autonomous self-driving capabilities into their vehicles -- an industry that could generate $14 trillion in value as soon as 2027.Simply put, Nvidia has inserted itself into almost every aspect of the AI industry. End users will find it difficult to access the technology without an Nvidia hardware or software product, and that is going to drive substantial long-term value creation.4. CrowdStrike: Cybersecurity is on the cusp of major growthCrowdStrike is a cybersecurity industry leader thanks to its continued development of AI to improve accuracy and reduce response times. The corporate world continues to shift its day-to-day operations online using cloud computing technology, and it's leaving organizations more vulnerable than ever.Hosting valuable assets and applications online leads to a much larger attack surface; hackers can effectively strike from anywhere on the planet. CrowdStrike offers a leading portfolio of solutions to protect the cloud, the endpoint, and user identities, the latter two of which are especially important for organizations with remote workforces.The company's AI and machine learning models are fed 2 trillion events per day, so they continue to improve at a rapid pace. CrowdStrike currently serves over 23,000 customers, and the more it attracts, the faster its models learn and the better its products become.A 2022 survey by Morgan Stanley revealed cybersecurity is the last expense corporate leaders plan to cut, even in the event of a recession. The fact is, this technology is absolutely critical, and as the world becomes increasingly digital, there's no going back.5. C3.ai: A first-of-its-kind enterprise AI companyLet it be known: C3.ai is my riskiest, most outlandish pick of this bunch, though it's packed with potential. The company is worth just $2.4 billion right now, but it has pioneered a brand-new industry called enterprise artificial intelligence. It sells AI applications to businesses, whether they need ready-made software or an entirely custom solution.I touched on the potential value of AI earlier in this piece. Ark Investment Management, led by tech investor Cathie Wood, thinks the technology could add $200 trillion in output to the global economy as soon as 2030 through productivity increases in areas like computer programming. If that happens, software providers like C3.ai will have a $14 trillion revenue opportunity.C3.ai already provides AI applications to the largest organizations in the world from fossil fuel giant Shell to the U.S. Department of Defense. Moreover, the top three cloud computing platforms -- Amazon Web Services (AWS), Microsoft Azure, and Alphabet's Google Cloud -- have partnered with C3.ai to integrate its AI technology into their own services.Programmers using C3.ai on AWS, for example, can build applications 26 times faster than on AWS alone, with 99% less written code required. C3.ai is already delivering the productivity increases Ark is referring to.Even if I'm wrong about C3.ai becoming one of the world's most valuable companies by 2050 -- and I very well might be -- there's still room for significant upside in its stock given the disparity between its tiny valuation today and its enormous long-term opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9947460248,"gmtCreate":1683509113484,"gmtModify":1683509369057,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"&nbsp; &nbsp;&nbsp;","listText":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"&nbsp; &nbsp;&nbsp;","text":"When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9947460248","repostId":"2333289422","repostType":4,"repost":{"id":"2333289422","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1683506128,"share":"https://ttm.financial/m/news/2333289422?lang=&edition=fundamental","pubTime":"2023-05-08 08:35","market":"us","language":"en","title":"Warren Buffett Says Investment Opportunities Come From \"Other People Doing Dumb Things\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2333289422","media":"Dow Jones","summary":"Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topi","content":"<html><head></head><body><p>Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topics Saturday at Berkshire Hathaway Inc.&#39;s annual meeting, but there was one quip that may have been his best investing advice.</p><p>When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett&#39;s favored strategy of long-term, value investing, Buffett replied: &#34;What gives you opportunities is other people doing dumb things. During the 58 years we&#39;ve been running Berkshire, I would say there&#39;s been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.&#34;</p><p>&#34;Investing has disappeared so much from this huge capitalistic market that anybody can play in, but the big money is in selling other people ideas,&#34; the 92-year-old &#34;Oracle of Omaha&#34; said. &#34;They&#39;re trying to outsmart each other in arenas that you don&#39;t have to play.&#34;</p><p>&#34;The world is overwhelmingly short-term focused,&#34; he added. &#34;I mean, that is a world made to order for anybody that&#39;s trying to think about what you do that should work over five or 10 or 20 years... I would love to be born today, go out with not too much money and hopefully turn it into a lot of money.&#34;</p><p>Buffett&#39;s right-hand man, Vice Chair Charlie Munger, 99, was less optimistic, saying &#34;value investors are going to have a harder time now that there&#39;re so many of them competing for a diminished bunch of opportunities. My advice to value investors is to get used to making less.&#34;</p><p>&#34;Charlie and I have always differed on this subject,&#34; Buffett said. &#34;He likes telling me how gloomy the world is. I like to tell him &#39;we&#39;ll find something,&#39; and so far we&#39;ve both been kinda right.&#34;</p><p>But as technology advances, &#34;there will be plenty of opportunities,&#34; Buffett said.</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>Warren Buffett Says Investment Opportunities Come From \"Other People Doing Dumb Things\"</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\">\nWarren Buffett Says Investment Opportunities Come From \"Other People Doing Dumb Things\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-08 08:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topics Saturday at Berkshire Hathaway Inc.&#39;s annual meeting, but there was one quip that may have been his best investing advice.</p><p>When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett&#39;s favored strategy of long-term, value investing, Buffett replied: &#34;What gives you opportunities is other people doing dumb things. During the 58 years we&#39;ve been running Berkshire, I would say there&#39;s been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.&#34;</p><p>&#34;Investing has disappeared so much from this huge capitalistic market that anybody can play in, but the big money is in selling other people ideas,&#34; the 92-year-old &#34;Oracle of Omaha&#34; said. &#34;They&#39;re trying to outsmart each other in arenas that you don&#39;t have to play.&#34;</p><p>&#34;The world is overwhelmingly short-term focused,&#34; he added. &#34;I mean, that is a world made to order for anybody that&#39;s trying to think about what you do that should work over five or 10 or 20 years... I would love to be born today, go out with not too much money and hopefully turn it into a lot of money.&#34;</p><p>Buffett&#39;s right-hand man, Vice Chair Charlie Munger, 99, was less optimistic, saying &#34;value investors are going to have a harder time now that there&#39;re so many of them competing for a diminished bunch of opportunities. My advice to value investors is to get used to making less.&#34;</p><p>&#34;Charlie and I have always differed on this subject,&#34; Buffett said. &#34;He likes telling me how gloomy the world is. I like to tell him &#39;we&#39;ll find something,&#39; and so far we&#39;ve both been kinda right.&#34;</p><p>But as technology advances, &#34;there will be plenty of opportunities,&#34; Buffett said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4176":"多领域控股","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BRK.A":"伯克希尔","BK4550":"红杉资本持仓","BK4588":"碎股","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BRK.B":"伯克希尔B","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333289422","content_text":"Billionaire Warren Buffett talked about the banking crisis, AI, Apple and a number of other hot topics Saturday at Berkshire Hathaway Inc.'s annual meeting, but there was one quip that may have been his best investing advice.When asked a question about how the rise of disruptive technologies -- such as AI -- may affect Buffett's favored strategy of long-term, value investing, Buffett replied: \"What gives you opportunities is other people doing dumb things. During the 58 years we've been running Berkshire, I would say there's been a great increase in the number of people doing dumb things -- and they do big dumb things. And the reason they do it, to some extent, is because they can get money from other people so much easier than when we started.\"\"Investing has disappeared so much from this huge capitalistic market that anybody can play in, but the big money is in selling other people ideas,\" the 92-year-old \"Oracle of Omaha\" said. \"They're trying to outsmart each other in arenas that you don't have to play.\"\"The world is overwhelmingly short-term focused,\" he added. \"I mean, that is a world made to order for anybody that's trying to think about what you do that should work over five or 10 or 20 years... I would love to be born today, go out with not too much money and hopefully turn it into a lot of money.\"Buffett's right-hand man, Vice Chair Charlie Munger, 99, was less optimistic, saying \"value investors are going to have a harder time now that there're so many of them competing for a diminished bunch of opportunities. My advice to value investors is to get used to making less.\"\"Charlie and I have always differed on this subject,\" Buffett said. \"He likes telling me how gloomy the world is. I like to tell him 'we'll find something,' and so far we've both been kinda right.\"But as technology advances, \"there will be plenty of opportunities,\" Buffett said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943540271,"gmtCreate":1679581074594,"gmtModify":1679581121637,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Tech sector will dominate the future 😎","listText":"Tech sector will dominate the future 😎","text":"Tech sector will dominate the future 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943540271","repostId":"2321968955","repostType":4,"repost":{"id":"2321968955","pubTimestamp":1679559799,"share":"https://ttm.financial/m/news/2321968955?lang=&edition=fundamental","pubTime":"2023-03-23 16:23","market":"us","language":"en","title":"Prediction: These Will Be 5 of the Most Valuable Stocks by 2050","url":"https://stock-news.laohu8.com/highlight/detail?id=2321968955","media":"Motley Fool","summary":"If you're just getting started on your investing journey, you might find these stocks especially interesting.","content":"<html><head></head><body><p>History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there&#39;s no shortage of spectacular examples.</p><p><b>Apple</b> is currently the world&#39;s largest company, with a valuation of $2.4 trillion, and an investment in its initial public offering (IPO) in 1980 has yielded a return of 155,000% to date. Similarly, shares of <b>Microsoft </b>have soared 382,700% since its IPO in 1986.</p><p>But where will the next market leaders come from? Companies developing technologies like semiconductors, artificial intelligence (AI), and cybersecurity might be the best candidates. Through that lens, here are five stocks that could be among the world&#39;s most valuable by 2050.</p><h2>1. AMD: A leader in high-performance computing</h2><p><b>Advanced Micro Devices</b> (AMD) is one of the world&#39;s leading semiconductor companies. Its advanced computer chips power some of the hottest consumer products, from the infotainment systems in <b>Tesla</b>&#39;s electric vehicles to gaming consoles like the Microsoft Xbox and <b>Sony </b>PlayStation.</p><p>But the data center is the company&#39;s most valuable opportunity. AMD is a go-to chipmaker for the top providers of cloud computing services. Moreover, its $49 billion acquisition of Xilinx last year sets it up to lead the high-performance computing industry -- including areas like artificial intelligence.</p><p>Xilinx&#39;s adaptive technology allows chips to be reconfigured after the manufacturing process, significantly shortening the upgrade cycle, which is exactly what the AI sector needs to speed up its progress.</p><p>The semiconductor industry was valued at $573 billion in 2022 with a 12.2% annual growth rate, according to Fortune Business Insights. If it continues to expand at that pace, AMD could be playing in a $14 trillion market by 2050. But that&#39;s not all, because the AI sector could absolutely trounce that opportunity (more on that later).</p><h2>2. <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>: Building the future on connecting people</h2><p>If you&#39;ve never used one of <b>Meta Platforms</b>&#39; social networks, chances are you know someone who has. Facebook, Instagram, and WhatsApp have a combined 3.7 billion monthly users, which is close to half the population on Earth. Meta is focused on maintaining that advantage and it&#39;s doing so in a few ways.</p><p>First, it&#39;s investing in its Reels feature, which curates short-form video content using AI, primarily to fend off a competitive threat from ByteDance&#39;s TikTok. Second, it&#39;s pouring billions ($13.7 billion in 2022, to be precise) into building a virtual world called the metaverse.</p><p>Meta thinks virtual reality could be the future of social and professional connection, so it&#39;s developing both the hardware and the software to cement its leadership position. Some estimates suggest the value of that opportunity could fall between $2 trillion and $30 trillion within the next decade, and it could grow even even more in the long term as the technology improves.</p><p>It will be difficult for a competitor to challenge Meta&#39;s current dominance, because it has already done the hard part of attracting such an enormous user base. So as long as the company continues to innovate to keep those users engaged, it should maintain its position among the most valuable companies in the world when 2050 rolls around.</p><h2>3. Nvidia: Advancing AI, supercomputers, autonomous driving, and more</h2><p>Like AMD, <b>Nvidia</b> makes some of the world&#39;s most advanced semiconductors. But it&#39;s focused on becoming a platform computing company, in which it also develops software, especially in segments like artificial intelligence, where it&#39;s already a widely recognized leader.</p><p>Nvidia&#39;s graphics chips are extremely popular in the gaming community, but it&#39;s the data center segment that holds the most promise. Its hardware has turned data centers from a place to store information into a training ground for AI and machine learning models -- including OpenAI&#39;s ChatGPT. The company&#39;s chips also power the most advanced supercomputers on the planet, and for the first time ever, businesses will soon be able to access them online through cloud providers like Microsoft Azure.</p><p>The Nvidia Drive platform also holds long-term promise. It&#39;s an end-to-end hardware and software solution for car manufacturers wanting to build autonomous self-driving capabilities into their vehicles -- an industry that could generate $14 trillion in value as soon as 2027.</p><p>Simply put, Nvidia has inserted itself into almost every aspect of the AI industry. End users will find it difficult to access the technology without an Nvidia hardware or software product, and that is going to drive substantial long-term value creation.</p><h2>4. CrowdStrike: Cybersecurity is on the cusp of major growth</h2><p><b>CrowdStrike</b> is a cybersecurity industry leader thanks to its continued development of AI to improve accuracy and reduce response times. The corporate world continues to shift its day-to-day operations online using cloud computing technology, and it&#39;s leaving organizations more vulnerable than ever.</p><p>Hosting valuable assets and applications online leads to a much larger attack surface; hackers can effectively strike from anywhere on the planet. CrowdStrike offers a leading portfolio of solutions to protect the cloud, the endpoint, and user identities, the latter two of which are especially important for organizations with remote workforces.</p><p>The company&#39;s AI and machine learning models are fed 2 trillion events per day, so they continue to improve at a rapid pace. CrowdStrike currently serves over 23,000 customers, and the more it attracts, the faster its models learn and the better its products become.</p><p>A 2022 survey by <b>Morgan Stanley</b> revealed cybersecurity is the last expense corporate leaders plan to cut, even in the event of a recession. The fact is, this technology is absolutely critical, and as the world becomes increasingly digital, there&#39;s no going back.</p><h2>5. C3.ai: A first-of-its-kind enterprise AI company</h2><p>Let it be known: <b>C3.ai</b> is my riskiest, most outlandish pick of this bunch, though it&#39;s packed with potential. The company is worth just $2.4 billion right now, but it has pioneered a brand-new industry called enterprise artificial intelligence. It sells AI applications to businesses, whether they need ready-made software or an entirely custom solution.</p><p>I touched on the potential value of AI earlier in this piece. Ark Investment Management, led by tech investor Cathie Wood, thinks the technology could add $200 trillion in output to the global economy as soon as 2030 through productivity increases in areas like computer programming. If that happens, software providers like C3.ai will have a $14 trillion revenue opportunity.</p><p>C3.ai already provides AI applications to the largest organizations in the world from fossil fuel giant <b>Shell</b> to the U.S. Department of Defense. Moreover, the top three cloud computing platforms -- <b>Amazon </b>Web Services (AWS), Microsoft Azure, and <b>Alphabet</b>&#39;s Google Cloud -- have partnered with C3.ai to integrate its AI technology into their own services.</p><p>Programmers using C3.ai on AWS, for example, can build applications 26 times faster than on AWS alone, with 99% less written code required. C3.ai is already delivering the productivity increases Ark is referring to.</p><p>Even if I&#39;m wrong about C3.ai becoming one of the world&#39;s most valuable companies by 2050 -- and I very well might be -- there&#39;s still room for significant upside in its stock given the disparity between its tiny valuation today and its enormous long-term opportunity.</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>Prediction: These Will Be 5 of the Most Valuable Stocks by 2050</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\">\nPrediction: These Will Be 5 of the Most Valuable Stocks by 2050\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.Apple is currently the world's largest company, with a ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4567":"ESG概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4585":"ETF&股票定投概念","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","META":"Meta Platforms, Inc.","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4566":"资本集团","AMD":"美国超微公司","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4577":"网络游戏","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","CRWD":"CrowdStrike Holdings, Inc.","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4529":"IDC概念","NVDA":"英伟达","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","AI":"C3.ai, Inc.","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"https://www.fool.com/investing/2023/03/22/prediction-these-will-5-most-valuable-stocks-2050/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321968955","content_text":"History proves the stock market is one of the greatest vehicles for generating long-term wealth, and there's no shortage of spectacular examples.Apple is currently the world's largest company, with a valuation of $2.4 trillion, and an investment in its initial public offering (IPO) in 1980 has yielded a return of 155,000% to date. Similarly, shares of Microsoft have soared 382,700% since its IPO in 1986.But where will the next market leaders come from? Companies developing technologies like semiconductors, artificial intelligence (AI), and cybersecurity might be the best candidates. Through that lens, here are five stocks that could be among the world's most valuable by 2050.1. AMD: A leader in high-performance computingAdvanced Micro Devices (AMD) is one of the world's leading semiconductor companies. Its advanced computer chips power some of the hottest consumer products, from the infotainment systems in Tesla's electric vehicles to gaming consoles like the Microsoft Xbox and Sony PlayStation.But the data center is the company's most valuable opportunity. AMD is a go-to chipmaker for the top providers of cloud computing services. Moreover, its $49 billion acquisition of Xilinx last year sets it up to lead the high-performance computing industry -- including areas like artificial intelligence.Xilinx's adaptive technology allows chips to be reconfigured after the manufacturing process, significantly shortening the upgrade cycle, which is exactly what the AI sector needs to speed up its progress.The semiconductor industry was valued at $573 billion in 2022 with a 12.2% annual growth rate, according to Fortune Business Insights. If it continues to expand at that pace, AMD could be playing in a $14 trillion market by 2050. But that's not all, because the AI sector could absolutely trounce that opportunity (more on that later).2. Meta Platforms: Building the future on connecting peopleIf you've never used one of Meta Platforms' social networks, chances are you know someone who has. Facebook, Instagram, and WhatsApp have a combined 3.7 billion monthly users, which is close to half the population on Earth. Meta is focused on maintaining that advantage and it's doing so in a few ways.First, it's investing in its Reels feature, which curates short-form video content using AI, primarily to fend off a competitive threat from ByteDance's TikTok. Second, it's pouring billions ($13.7 billion in 2022, to be precise) into building a virtual world called the metaverse.Meta thinks virtual reality could be the future of social and professional connection, so it's developing both the hardware and the software to cement its leadership position. Some estimates suggest the value of that opportunity could fall between $2 trillion and $30 trillion within the next decade, and it could grow even even more in the long term as the technology improves.It will be difficult for a competitor to challenge Meta's current dominance, because it has already done the hard part of attracting such an enormous user base. So as long as the company continues to innovate to keep those users engaged, it should maintain its position among the most valuable companies in the world when 2050 rolls around.3. Nvidia: Advancing AI, supercomputers, autonomous driving, and moreLike AMD, Nvidia makes some of the world's most advanced semiconductors. But it's focused on becoming a platform computing company, in which it also develops software, especially in segments like artificial intelligence, where it's already a widely recognized leader.Nvidia's graphics chips are extremely popular in the gaming community, but it's the data center segment that holds the most promise. Its hardware has turned data centers from a place to store information into a training ground for AI and machine learning models -- including OpenAI's ChatGPT. The company's chips also power the most advanced supercomputers on the planet, and for the first time ever, businesses will soon be able to access them online through cloud providers like Microsoft Azure.The Nvidia Drive platform also holds long-term promise. It's an end-to-end hardware and software solution for car manufacturers wanting to build autonomous self-driving capabilities into their vehicles -- an industry that could generate $14 trillion in value as soon as 2027.Simply put, Nvidia has inserted itself into almost every aspect of the AI industry. End users will find it difficult to access the technology without an Nvidia hardware or software product, and that is going to drive substantial long-term value creation.4. CrowdStrike: Cybersecurity is on the cusp of major growthCrowdStrike is a cybersecurity industry leader thanks to its continued development of AI to improve accuracy and reduce response times. The corporate world continues to shift its day-to-day operations online using cloud computing technology, and it's leaving organizations more vulnerable than ever.Hosting valuable assets and applications online leads to a much larger attack surface; hackers can effectively strike from anywhere on the planet. CrowdStrike offers a leading portfolio of solutions to protect the cloud, the endpoint, and user identities, the latter two of which are especially important for organizations with remote workforces.The company's AI and machine learning models are fed 2 trillion events per day, so they continue to improve at a rapid pace. CrowdStrike currently serves over 23,000 customers, and the more it attracts, the faster its models learn and the better its products become.A 2022 survey by Morgan Stanley revealed cybersecurity is the last expense corporate leaders plan to cut, even in the event of a recession. The fact is, this technology is absolutely critical, and as the world becomes increasingly digital, there's no going back.5. C3.ai: A first-of-its-kind enterprise AI companyLet it be known: C3.ai is my riskiest, most outlandish pick of this bunch, though it's packed with potential. The company is worth just $2.4 billion right now, but it has pioneered a brand-new industry called enterprise artificial intelligence. It sells AI applications to businesses, whether they need ready-made software or an entirely custom solution.I touched on the potential value of AI earlier in this piece. Ark Investment Management, led by tech investor Cathie Wood, thinks the technology could add $200 trillion in output to the global economy as soon as 2030 through productivity increases in areas like computer programming. If that happens, software providers like C3.ai will have a $14 trillion revenue opportunity.C3.ai already provides AI applications to the largest organizations in the world from fossil fuel giant Shell to the U.S. Department of Defense. Moreover, the top three cloud computing platforms -- Amazon Web Services (AWS), Microsoft Azure, and Alphabet's Google Cloud -- have partnered with C3.ai to integrate its AI technology into their own services.Programmers using C3.ai on AWS, for example, can build applications 26 times faster than on AWS alone, with 99% less written code required. C3.ai is already delivering the productivity increases Ark is referring to.Even if I'm wrong about C3.ai becoming one of the world's most valuable companies by 2050 -- and I very well might be -- there's still room for significant upside in its stock given the disparity between its tiny valuation today and its enormous long-term opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945486565,"gmtCreate":1681549358057,"gmtModify":1681549363330,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Is it bad news = good opportunities ?&nbsp;[Happy]&nbsp;","listText":"Is it bad news = good opportunities ?&nbsp;[Happy]&nbsp;","text":"Is it bad news = good opportunities ? [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945486565","repostId":"1163718092","repostType":2,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941535700,"gmtCreate":1680400902400,"gmtModify":1680400906314,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Nickel","listText":"Nickel","text":"Nickel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941535700","repostId":"1167912426","repostType":4,"repost":{"id":"1167912426","pubTimestamp":1680395952,"share":"https://ttm.financial/m/news/1167912426?lang=&edition=fundamental","pubTime":"2023-04-02 08:39","market":"other","language":"en","title":"Booming Jakarta IPO Market Leaves Major Global Venues Behind","url":"https://stock-news.laohu8.com/highlight/detail?id=1167912426","media":"Bloomberg","summary":"Indonesia has a solid pipeline of listings for 2Q as wellNation’s EV offerings are a bright spot in ","content":"<html><head></head><body><ul><li><p>Indonesia has a solid pipeline of listings for 2Q as well</p></li><li><p>Nation’s EV offerings are a bright spot in its capital markets</p></li></ul><p>Indonesia is proving to be a treasure trove of initial public offerings amid an extended global lull, beating some other major listing venues in total funds raised during the first quarter. And bankers say there’s more to come.</p><p style=\"text-align: start;\">The Southeast Asian market recorded $1.45 billion in IPO proceeds between January and March, its highest-ever first-quarter tally and nearly twice the amount raised in Hong Kong. Indonesia’s total also exceeded that of Tokyo and London, and at least two more offerings larger than $500 million each are expected to price in early April. IPO proceeds are down more than 60% year-on-year globally and for Asia Pacific.</p><p style=\"text-align: start;\">Jakarta has benefited from listings of state-owned enterprises in a bid to reduce their reliance on the federal budget. A drive by Southeast Asia’s largest economy to integrate itself into the global electric vehicle supply chain is also prompting firms to take advantage of high investor interest in the sector. That said, demand for local offerings will be tested as Chinese tech behemoths led by Alibaba Group Holding Ltd. prepare to list their units in Hong Kong.</p><p style=\"text-align: start;\">“Indonesia remains a focus market and we want to do more” deals there, said Sunil Khaitan, head of equity capital markets for South East Asia at Bank of America Corp. in Singapore. The bank is working on about five more debuts within the next two to three quarters, he said.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dab0b5f2f3aca541205b8eff9313de2a\" tg-width=\"968\" tg-height=\"532\"/></p><p></p><p>Among the widely expected deals that are coming to market include PT Pertamina Hulu Energi, a unit of state-owned oil behemoth PT Pertamina, and palm oil grower Palm Co., which is a subsidiary of PT Perkebunan Nusantara III. PT Pertamina also offered shares in PT Pertamina Geothermal Energy earlier to raise $604 million in what was one of the world’s biggest deals this year.</p><p><a href=\"https://sponsored.bloomberg.com/immersive/dbs/catalysts-of-sustainability\" title=\"\n\n\" target=\"_blank\" class=\"\"><br/></a>One of the sectors capturing investors’ attention is the EV-battery space. Indonesia’s large reserves of nickel — a key component in batteries for EVs — have drawn carmakers including Hyundai Motor Co. and Mitsubishi Motors Corp. to set up local plants to ensure continued supply as the nation bans ore exports.</p><p style=\"text-align: start;\">Interest in the nickel industry, which sits at the heart of President Joko Widodo’s vision of developing an end-to-end EV supply chain onshore, has helped producers get top dollar for their IPOs. Metal and mining firm PT Trimegah Bangun Persada raised $659 million in March in what was Indonesia’s largest offering in over a year. The company, also known as Harita Nickel, had the first EV-related IPO in Jakarta. </p><p style=\"text-align: start;\">Meanwhile, another producer PT Merdeka Battery Materials is taking orders until April 4 for an offering as large as $637 million. It is slated to debut on April 18.</p><p style=\"text-align: start;\">“The EV theme remains strong, I think it’s one of the bright spots for equity capital markets at the moment,” said Udhay Furtado, co-head of ECM, Asia Pacific at Citigroup Inc. “We expect several large Indonesian IPOs coming to market from that sector.”</p><h3 style=\"text-align: start;\">Hong Kong</h3><p style=\"text-align: start;\">While the IPO scene in Indonesia is promising, the market could soon fall behind Hong Kong, which looks set to get a boost from some sizable deals.</p><p style=\"text-align: start;\">Cainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has started preparations with banks for a Hong Kong offering, Bloomberg News reported last week. Two units of JD.com Inc. also filed for IPOs on Thursday.</p><p>Weakness in Indonesia’s secondary market is another concern. The benchmark Jakarta Composite Index is down 0.7% this year, trailing the broader Asian gauge, after being one of the world’s top performers in 2022. Pertamina Geothermal’s slide of more than 20% since it’s debut in late February has been uninspiring.</p><p>Given the current volatile market conditions, investors “may adjust their risk appetite accordingly,” said Gioshia Ralie, senior country officer for JPMorgan Chase &amp; Co. in Indonesia.</p><p>That said, companies are still seen continuing with their preparations for IPOs and bankers expect a flow of mid-to-large size offerings throughout the year as foreign investors hunt for new markets and themes.</p><p style=\"text-align: start;\">“We’re definitely seeing new investors who have never looked at Southeast Asia, never looked at Indonesia before, come out and say: ‘Okay, we want to play this,’” said Bank of America’s Khaitan. Offerings going forward should “actually attract a lot more international participation.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Booming Jakarta IPO Market Leaves Major Global Venues Behind</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\">\nBooming Jakarta IPO Market Leaves Major Global Venues Behind\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-02 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-02/booming-jakarta-ipo-market-leaves-major-global-venues-behind?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Indonesia has a solid pipeline of listings for 2Q as wellNation’s EV offerings are a bright spot in its capital marketsIndonesia is proving to be a treasure trove of initial public offerings amid an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-02/booming-jakarta-ipo-market-leaves-major-global-venues-behind?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-04-02/booming-jakarta-ipo-market-leaves-major-global-venues-behind?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167912426","content_text":"Indonesia has a solid pipeline of listings for 2Q as wellNation’s EV offerings are a bright spot in its capital marketsIndonesia is proving to be a treasure trove of initial public offerings amid an extended global lull, beating some other major listing venues in total funds raised during the first quarter. And bankers say there’s more to come.The Southeast Asian market recorded $1.45 billion in IPO proceeds between January and March, its highest-ever first-quarter tally and nearly twice the amount raised in Hong Kong. Indonesia’s total also exceeded that of Tokyo and London, and at least two more offerings larger than $500 million each are expected to price in early April. IPO proceeds are down more than 60% year-on-year globally and for Asia Pacific.Jakarta has benefited from listings of state-owned enterprises in a bid to reduce their reliance on the federal budget. A drive by Southeast Asia’s largest economy to integrate itself into the global electric vehicle supply chain is also prompting firms to take advantage of high investor interest in the sector. That said, demand for local offerings will be tested as Chinese tech behemoths led by Alibaba Group Holding Ltd. prepare to list their units in Hong Kong.“Indonesia remains a focus market and we want to do more” deals there, said Sunil Khaitan, head of equity capital markets for South East Asia at Bank of America Corp. in Singapore. The bank is working on about five more debuts within the next two to three quarters, he said.Among the widely expected deals that are coming to market include PT Pertamina Hulu Energi, a unit of state-owned oil behemoth PT Pertamina, and palm oil grower Palm Co., which is a subsidiary of PT Perkebunan Nusantara III. PT Pertamina also offered shares in PT Pertamina Geothermal Energy earlier to raise $604 million in what was one of the world’s biggest deals this year.One of the sectors capturing investors’ attention is the EV-battery space. Indonesia’s large reserves of nickel — a key component in batteries for EVs — have drawn carmakers including Hyundai Motor Co. and Mitsubishi Motors Corp. to set up local plants to ensure continued supply as the nation bans ore exports.Interest in the nickel industry, which sits at the heart of President Joko Widodo’s vision of developing an end-to-end EV supply chain onshore, has helped producers get top dollar for their IPOs. Metal and mining firm PT Trimegah Bangun Persada raised $659 million in March in what was Indonesia’s largest offering in over a year. The company, also known as Harita Nickel, had the first EV-related IPO in Jakarta. Meanwhile, another producer PT Merdeka Battery Materials is taking orders until April 4 for an offering as large as $637 million. It is slated to debut on April 18.“The EV theme remains strong, I think it’s one of the bright spots for equity capital markets at the moment,” said Udhay Furtado, co-head of ECM, Asia Pacific at Citigroup Inc. “We expect several large Indonesian IPOs coming to market from that sector.”Hong KongWhile the IPO scene in Indonesia is promising, the market could soon fall behind Hong Kong, which looks set to get a boost from some sizable deals.Cainiao Network Technology Co., the logistics arm of Alibaba Group Holding Ltd., has started preparations with banks for a Hong Kong offering, Bloomberg News reported last week. Two units of JD.com Inc. also filed for IPOs on Thursday.Weakness in Indonesia’s secondary market is another concern. The benchmark Jakarta Composite Index is down 0.7% this year, trailing the broader Asian gauge, after being one of the world’s top performers in 2022. Pertamina Geothermal’s slide of more than 20% since it’s debut in late February has been uninspiring.Given the current volatile market conditions, investors “may adjust their risk appetite accordingly,” said Gioshia Ralie, senior country officer for JPMorgan Chase & Co. in Indonesia.That said, companies are still seen continuing with their preparations for IPOs and bankers expect a flow of mid-to-large size offerings throughout the year as foreign investors hunt for new markets and themes.“We’re definitely seeing new investors who have never looked at Southeast Asia, never looked at Indonesia before, come out and say: ‘Okay, we want to play this,’” said Bank of America’s Khaitan. Offerings going forward should “actually attract a lot more international participation.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946925119,"gmtCreate":1680840284931,"gmtModify":1680840288110,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"less jobs is better for stocks&nbsp;[LOL]&nbsp;","listText":"less jobs is better for stocks&nbsp;[LOL]&nbsp;","text":"less jobs is better for stocks [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946925119","repostId":"2325584750","repostType":2,"repost":{"id":"2325584750","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1680820902,"share":"https://ttm.financial/m/news/2325584750?lang=&edition=fundamental","pubTime":"2023-04-07 06:41","market":"us","language":"en","title":"Wall Street Ends Higher As Investors Eye Upcoming Jobs Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2325584750","media":"Reuters","summary":"*U.S. weekly jobless claims fall; layoffs jump in March*Non-farm payrolls data due on Friday*AMC jum","content":"<html><head></head><body><p>*U.S. weekly jobless claims fall; layoffs jump in March</p><p>*Non-farm payrolls data due on Friday</p><p>*AMC jumps as court order hinders stock conversion plan</p><p>*Indexes end: S&amp;P 500 +0.36%, Nasdaq +0.76%, Dow +0.01%</p><p>April 6 (Reuters) - Major U.S. stock indexes ended higher on Thursday, helped by a rally in Alphabet shares as investors, worried about a slowing economy, looked to upcoming jobs data.</p><p>Alphabet Inc rallied 3.8% and Microsoft climbed 2.6%, with both providing more fuel than any other stocks for the S&amp;P 500&#39;s gain for the session. Alphabet&#39;s Google unit plans to add artificial intelligence features to its search engine, the Wall Street Journal reported.</p><p>Adding to recent data hinting at a weak labor market, initial jobless claims fell to a seasonally adjusted 228,000 for the week ended April 1, versus expectations of 200,000 claims.</p><p>The Labor Department&#39;s data from the prior week was revised to show 48,000 more applications were received.</p><p>The S&amp;P 500 climbed 0.36% to end the session at 4,105.02 points.</p><p>The Nasdaq gained 0.76% to 12,087.96 points, while the Dow Jones Industrial Average rose 0.01% to 33,485.29 points.</p><p>Wall Street has lost ground in recent days in response to signs of a slowing economy, including weak data on private payrolls and job openings earlier this week.</p><p>That marked a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>Interest rate futures imply traders are divided about whether the Fed will raise its target rate or keep it steady at its upcoming May meeting, according to CME Group&#39;s Fedwatch tool.</p><p>&#34;The market is trying to decide whether the &#39;growth and recession&#39; scare or the &#39;Fed hiking&#39; scare are more meaningful to prices, and so it&#39;s waffling between whether a softening labor market is good news because it gets the Fed to pause in May or bad news because it means the recession is actually coming,&#34; said Ross Mayfield, an investment strategy analyst at Baird in Louisville, Kentucky.</p><p>Investors are now focused on the more comprehensive report on non-farm payrolls, which are expected to have increased by 239,000 in March, down from the 311,000 jobs added in the prior month. That report is due on Friday, when the U.S. stock market will be closed for the Good Friday holiday.</p><p>Of the 11 S&amp;P 500 sector indexes, eight rose, led by communication services, up 1.71%, followed by a 0.74% gain in utilities.</p><p>With some investors away during a shortened holiday week, volume on U.S. exchanges was relatively light, with 9 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p><p>For the week, the S&amp;P 500 declined 0.1%, the Dow added 0.6% and the Nasdaq lost 1.1%.</p><p>In Thursday&#39;s trading, Caterpillar, viewed as a bellwether for the industrial sector, dipped 2%, bringing its loss over the past three days to 9% as investors fretted about a potential economic downturn.</p><p>AMC Entertainment Holdings Inc surged 21% after a U.S. court denied the theater operator&#39;s request to lift a status quo order necessary for its plan to convert preferred shares to common shares.</p><p>Levi Strauss &amp; Co tumbled 16% after the apparel maker posted a fall in quarterly profit.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off the quarterly reporting season next week, with investors eager for updates on the health of the sector after a recent banking crisis.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted six new highs and no new lows; the Nasdaq recorded 46 new highs and 177 new lows.</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>Wall Street Ends Higher As Investors Eye Upcoming Jobs Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Higher As Investors Eye Upcoming Jobs Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-07 06:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. weekly jobless claims fall; layoffs jump in March</p><p>*Non-farm payrolls data due on Friday</p><p>*AMC jumps as court order hinders stock conversion plan</p><p>*Indexes end: S&amp;P 500 +0.36%, Nasdaq +0.76%, Dow +0.01%</p><p>April 6 (Reuters) - Major U.S. stock indexes ended higher on Thursday, helped by a rally in Alphabet shares as investors, worried about a slowing economy, looked to upcoming jobs data.</p><p>Alphabet Inc rallied 3.8% and Microsoft climbed 2.6%, with both providing more fuel than any other stocks for the S&amp;P 500&#39;s gain for the session. Alphabet&#39;s Google unit plans to add artificial intelligence features to its search engine, the Wall Street Journal reported.</p><p>Adding to recent data hinting at a weak labor market, initial jobless claims fell to a seasonally adjusted 228,000 for the week ended April 1, versus expectations of 200,000 claims.</p><p>The Labor Department&#39;s data from the prior week was revised to show 48,000 more applications were received.</p><p>The S&amp;P 500 climbed 0.36% to end the session at 4,105.02 points.</p><p>The Nasdaq gained 0.76% to 12,087.96 points, while the Dow Jones Industrial Average rose 0.01% to 33,485.29 points.</p><p>Wall Street has lost ground in recent days in response to signs of a slowing economy, including weak data on private payrolls and job openings earlier this week.</p><p>That marked a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed&#39;s interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.</p><p>Interest rate futures imply traders are divided about whether the Fed will raise its target rate or keep it steady at its upcoming May meeting, according to CME Group&#39;s Fedwatch tool.</p><p>&#34;The market is trying to decide whether the &#39;growth and recession&#39; scare or the &#39;Fed hiking&#39; scare are more meaningful to prices, and so it&#39;s waffling between whether a softening labor market is good news because it gets the Fed to pause in May or bad news because it means the recession is actually coming,&#34; said Ross Mayfield, an investment strategy analyst at Baird in Louisville, Kentucky.</p><p>Investors are now focused on the more comprehensive report on non-farm payrolls, which are expected to have increased by 239,000 in March, down from the 311,000 jobs added in the prior month. That report is due on Friday, when the U.S. stock market will be closed for the Good Friday holiday.</p><p>Of the 11 S&amp;P 500 sector indexes, eight rose, led by communication services, up 1.71%, followed by a 0.74% gain in utilities.</p><p>With some investors away during a shortened holiday week, volume on U.S. exchanges was relatively light, with 9 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.</p><p>For the week, the S&amp;P 500 declined 0.1%, the Dow added 0.6% and the Nasdaq lost 1.1%.</p><p>In Thursday&#39;s trading, Caterpillar, viewed as a bellwether for the industrial sector, dipped 2%, bringing its loss over the past three days to 9% as investors fretted about a potential economic downturn.</p><p>AMC Entertainment Holdings Inc surged 21% after a U.S. court denied the theater operator&#39;s request to lift a status quo order necessary for its plan to convert preferred shares to common shares.</p><p>Levi Strauss &amp; Co tumbled 16% after the apparel maker posted a fall in quarterly profit.</p><p>Big banks including JPMorgan Chase &amp; Co and Citigroup will be among companies kicking off the quarterly reporting season next week, with investors eager for updates on the health of the sector after a recent banking crisis.</p><p>Analysts on average expect aggregate S&amp;P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 1.2-to-one ratio.</p><p>The S&amp;P 500 posted six new highs and no new lows; the Nasdaq recorded 46 new highs and 177 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4566":"资本集团","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4585":"ETF&股票定投概念","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4559":"巴菲特持仓","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","MSFT":"微软","BK4573":"虚拟现实","LU0056508442.USD":"贝莱德世界科技基金A2","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4581":"高盛持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4514":"搜索引擎","GOOGL":"谷歌A","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","CAT":"卡特彼勒","GOOG":"谷歌","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LEVI":"李维斯","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC",".SPX":"S&P 500 Index","BK4554":"元宇宙及AR概念","BK4588":"碎股","BK4532":"文艺复兴科技持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0861579265.USD":"联博低波幅策略股票基金A","APE":"AMC Entertainment Preferred","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC",".DJI":"道琼斯","AMC":"AMC院线","BK4587":"ChatGPT概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325584750","content_text":"*U.S. weekly jobless claims fall; layoffs jump in March*Non-farm payrolls data due on Friday*AMC jumps as court order hinders stock conversion plan*Indexes end: S&P 500 +0.36%, Nasdaq +0.76%, Dow +0.01%April 6 (Reuters) - Major U.S. stock indexes ended higher on Thursday, helped by a rally in Alphabet shares as investors, worried about a slowing economy, looked to upcoming jobs data.Alphabet Inc rallied 3.8% and Microsoft climbed 2.6%, with both providing more fuel than any other stocks for the S&P 500's gain for the session. Alphabet's Google unit plans to add artificial intelligence features to its search engine, the Wall Street Journal reported.Adding to recent data hinting at a weak labor market, initial jobless claims fell to a seasonally adjusted 228,000 for the week ended April 1, versus expectations of 200,000 claims.The Labor Department's data from the prior week was revised to show 48,000 more applications were received.The S&P 500 climbed 0.36% to end the session at 4,105.02 points.The Nasdaq gained 0.76% to 12,087.96 points, while the Dow Jones Industrial Average rose 0.01% to 33,485.29 points.Wall Street has lost ground in recent days in response to signs of a slowing economy, including weak data on private payrolls and job openings earlier this week.That marked a change from recent months, when investors cheered weak economic data on the basis that it might mean the Fed's interest rate hikes were working and that the Fed could ease up on its campaign to rein in decades-high inflation.Interest rate futures imply traders are divided about whether the Fed will raise its target rate or keep it steady at its upcoming May meeting, according to CME Group's Fedwatch tool.\"The market is trying to decide whether the 'growth and recession' scare or the 'Fed hiking' scare are more meaningful to prices, and so it's waffling between whether a softening labor market is good news because it gets the Fed to pause in May or bad news because it means the recession is actually coming,\" said Ross Mayfield, an investment strategy analyst at Baird in Louisville, Kentucky.Investors are now focused on the more comprehensive report on non-farm payrolls, which are expected to have increased by 239,000 in March, down from the 311,000 jobs added in the prior month. That report is due on Friday, when the U.S. stock market will be closed for the Good Friday holiday.Of the 11 S&P 500 sector indexes, eight rose, led by communication services, up 1.71%, followed by a 0.74% gain in utilities.With some investors away during a shortened holiday week, volume on U.S. exchanges was relatively light, with 9 billion shares traded, compared to an average of 12.7 billion shares over the previous 20 sessions.For the week, the S&P 500 declined 0.1%, the Dow added 0.6% and the Nasdaq lost 1.1%.In Thursday's trading, Caterpillar, viewed as a bellwether for the industrial sector, dipped 2%, bringing its loss over the past three days to 9% as investors fretted about a potential economic downturn.AMC Entertainment Holdings Inc surged 21% after a U.S. court denied the theater operator's request to lift a status quo order necessary for its plan to convert preferred shares to common shares.Levi Strauss & Co tumbled 16% after the apparel maker posted a fall in quarterly profit.Big banks including JPMorgan Chase & Co and Citigroup will be among companies kicking off the quarterly reporting season next week, with investors eager for updates on the health of the sector after a recent banking crisis.Analysts on average expect aggregate S&P 500 company earnings for the first quarter to have fallen 5% year-over-year, according to Refinitiv I/B/E/S.Advancing issues outnumbered falling ones within the S&P 500 by a 1.2-to-one ratio.The S&P 500 posted six new highs and no new lows; the Nasdaq recorded 46 new highs and 177 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940743166,"gmtCreate":1678202312855,"gmtModify":1678205506429,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"interest rate above 5.25% ?","listText":"interest rate above 5.25% ?","text":"interest rate above 5.25% ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940743166","repostId":"1162345134","repostType":2,"repost":{"id":"1162345134","pubTimestamp":1678204028,"share":"https://ttm.financial/m/news/1162345134?lang=&edition=fundamental","pubTime":"2023-03-07 23:47","market":"us","language":"en","title":"Powell Tells Congress Rates Will Likely Be Higher Than Previously Anticipated","url":"https://stock-news.laohu8.com/highlight/detail?id=1162345134","media":"Yahoo Finance","summary":"Federal Reserve Chair Jerome Powell told lawmakers on Tuesday interest rates are likely to rise more","content":"<html><head></head><body><p>Federal Reserve Chair Jerome Powell told lawmakers on Tuesday interest rates are likely to rise more than previously expected as the central bank works to bring down inflation, which remains stubbornly above the central bank&#39;s 2% target.</p><p>&#34;The latest economic data have come in stronger than expected, which suggests that the ultimate level of interest rates is likely to be higher than previously anticipated,&#34; Powell told the Senate Banking Committee in prepared remarks. &#34;If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes.&#34;</p><p>&#34;Although inflation has been moderating in recent months, the process of getting inflation back down to 2 percent has a long way to go and is likely to be bumpy,&#34; Powell added.</p><p>The latest Consumer Price Index report released last month showed prices rose 6.4% over the prior year in January, a slowdown from last summer&#39;s peak inflation rate of 9.1% but still well above the Fed&#39;s 2% target.</p><p>The Fed projected at its December policy meeting interest rates would need to rise to a range of 5%-5.25% this year, though Powell&#39;s comments now suggest rates will need to eventually rise above this level. Following the Fed&#39;s February policy decision, the central bank&#39;s benchmark interest rate stands in a range of 4.5%-4.75%.</p><p>The Fed chair said Tuesday policymakers will continue to make decisions on a meeting by meeting basis, and while Powell acknowledged the FOMC has slowed its pace of rate hikes he did not mention whether or not rate hikes would continue at that pace.</p><p>Powell noted that economic data from January on inflation, job growth, consumer spending, and manufacturing production have partly reversed course from the slowdown seen back in December.</p><p>Powell attributed some of the softening to unseasonably warm weather in January, but cautioned that the &#34;breadth of the reversal&#34; suggests inflation is running higher than expected. He reiterated the Fed still needs to see a drop in services inflation excluding housing to bring inflation down, which is likely to require a weaker job market.</p><p>In questioning on Tuesday, Senate Republicans are expected to focus in part on the Fed&#39;s reassessment of bank capital requirements following a letter sent by Republican Ranking Member Tim Scott (R-SC) to Chair Powell last week.</p><p>Senate Banking Chair Sherrod Brown (D-OH) will caution in his opening statement against raising interest rates too high, saying there are other ways to bring down prices than raising interest rates. Brown points to strengthening supply chains, boosting manufacturing in the U.S., and rebuilding infrastructure.</p><p>While &#34;there are times when the Fed must act … We cannot risk undermining one of the successes of our current economy,&#34; said Brown. &#34;For the first time in decades, workers are finally – finally – starting to get a little power. Unemployment is at a historic low — 3.4 percent. That’s not just a number. That means Americans have more opportunity and options, even in places that haven’t seen a lot of that in recent years.&#34;</p><p>In a hat tip to lawmakers’ concerns, Powell said in prepared remarks the Fed is &#34;acutely aware&#34; high inflation is causing &#34;significant hardship&#34; for Americans.</p><p>Echoing his hawkish speech from Jackson Hole back in August, Powell said: &#34;The historical record cautions strongly against prematurely loosening policy. We will stay the course until the job is done.&#34;</p></body></html>","source":"yahoofinance_sg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Tells Congress Rates Will Likely Be Higher Than Previously Anticipated</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\">\nPowell Tells Congress Rates Will Likely Be Higher Than Previously Anticipated\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 23:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/powell-tells-congress-rates-will-likely-be-higher-than-previously-anticipated-150011657.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve Chair Jerome Powell told lawmakers on Tuesday interest rates are likely to rise more than previously expected as the central bank works to bring down inflation, which remains ...</p>\n\n<a href=\"https://finance.yahoo.com/news/powell-tells-congress-rates-will-likely-be-higher-than-previously-anticipated-150011657.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/powell-tells-congress-rates-will-likely-be-higher-than-previously-anticipated-150011657.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162345134","content_text":"Federal Reserve Chair Jerome Powell told lawmakers on Tuesday interest rates are likely to rise more than previously expected as the central bank works to bring down inflation, which remains stubbornly above the central bank's 2% target.\"The latest economic data have come in stronger than expected, which suggests that the ultimate level of interest rates is likely to be higher than previously anticipated,\" Powell told the Senate Banking Committee in prepared remarks. \"If the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes.\"\"Although inflation has been moderating in recent months, the process of getting inflation back down to 2 percent has a long way to go and is likely to be bumpy,\" Powell added.The latest Consumer Price Index report released last month showed prices rose 6.4% over the prior year in January, a slowdown from last summer's peak inflation rate of 9.1% but still well above the Fed's 2% target.The Fed projected at its December policy meeting interest rates would need to rise to a range of 5%-5.25% this year, though Powell's comments now suggest rates will need to eventually rise above this level. Following the Fed's February policy decision, the central bank's benchmark interest rate stands in a range of 4.5%-4.75%.The Fed chair said Tuesday policymakers will continue to make decisions on a meeting by meeting basis, and while Powell acknowledged the FOMC has slowed its pace of rate hikes he did not mention whether or not rate hikes would continue at that pace.Powell noted that economic data from January on inflation, job growth, consumer spending, and manufacturing production have partly reversed course from the slowdown seen back in December.Powell attributed some of the softening to unseasonably warm weather in January, but cautioned that the \"breadth of the reversal\" suggests inflation is running higher than expected. He reiterated the Fed still needs to see a drop in services inflation excluding housing to bring inflation down, which is likely to require a weaker job market.In questioning on Tuesday, Senate Republicans are expected to focus in part on the Fed's reassessment of bank capital requirements following a letter sent by Republican Ranking Member Tim Scott (R-SC) to Chair Powell last week.Senate Banking Chair Sherrod Brown (D-OH) will caution in his opening statement against raising interest rates too high, saying there are other ways to bring down prices than raising interest rates. Brown points to strengthening supply chains, boosting manufacturing in the U.S., and rebuilding infrastructure.While \"there are times when the Fed must act … We cannot risk undermining one of the successes of our current economy,\" said Brown. \"For the first time in decades, workers are finally – finally – starting to get a little power. Unemployment is at a historic low — 3.4 percent. That’s not just a number. That means Americans have more opportunity and options, even in places that haven’t seen a lot of that in recent years.\"In a hat tip to lawmakers’ concerns, Powell said in prepared remarks the Fed is \"acutely aware\" high inflation is causing \"significant hardship\" for Americans.Echoing his hawkish speech from Jackson Hole back in August, Powell said: \"The historical record cautions strongly against prematurely loosening policy. We will stay the course until the job is done.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293097738858648,"gmtCreate":1712576583363,"gmtModify":1712576589009,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","text":"$Tesla Motors(TSLA)$ Robotaxi, FSD, Optimus, AI, and Charging Station Network , Energy are business portfolios of Tesla. It will save Tesla and ultimatelymake Tesla market cap more than a trillion $.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/293097738858648","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941965406,"gmtCreate":1679923976905,"gmtModify":1679923980529,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"cut price to lead&nbsp;the market share, in line&nbsp;&nbsp;with&nbsp;efficiency&nbsp;","listText":"cut price to lead&nbsp;the market share, in line&nbsp;&nbsp;with&nbsp;efficiency&nbsp;","text":"cut price to lead the market share, in line with efficiency","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941965406","repostId":"1168281983","repostType":2,"repost":{"id":"1168281983","pubTimestamp":1679926436,"share":"https://ttm.financial/m/news/1168281983?lang=&edition=fundamental","pubTime":"2023-03-27 22:13","market":"us","language":"en","title":"Tesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1168281983","media":"Seekingalpha","summary":"SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesl","content":"<html><head></head><body><h2>Summary</h2><ul><li>I argue investors likely misinterpret Tesla management&#39;s rationale behind cutting prices.</li><li style=\"text-align:left;\">Tesla&#39;s aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition . . .</li><li style=\"text-align:left;\">. . . but rather a signal of the EV maker&#39;s long-term strategic to capture a 20 million EVs per year SAM by 2030, which requires price affordability.</li><li style=\"text-align:left;\">Tesla&#39;s price-cuts are supported by cost-leadership -- anchored industrial scale and sophistication in producing EVs.</li><li style=\"text-align:left;\">On the backdrop of the assumption that selling 20 million EVs by 2030 is reasonable, I value Tesla shares at a $310.61 target price.</li></ul><p>Earlier this year, Tesla&#39;s decision to cut prices for the Model 3 and Y caused TSLA stock to fall sharply -- with Tesla shares intermittently trading down to nearly $100/share. Now, although Tesla&#39;s stock has somewhat recovered, the EV maker&#39;s valuation is still about 55% below ATH, as concerns about competition/ price-cuts continue to pressure investor sentiment.</p><p>That said, investors likely misinterpret Tesla management&#39;s rationale behind cutting prices. In my opinion, Tesla&#39;s aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition, but rather a signal of the EV maker&#39;s long-term strategic ambition to capture an enormous market share in the next-generation of mobility. In other words: on the backdrop of cost-leadership, Tesla is preparing to bring electric mobility to the mass-market. If in the process Tesla can take out some competitors, all the better.</p><h2>Price Cuts Signal Leadership</h2><p>Given the (comparably) low production number of electric vehicles, as well as the high R&amp;D costs to build and improve the relatively new technology, EVs have long been considered too expensive to produce for/ sell to the mass market. But the situation has changed: After years of expanding production, Tesla has now captured enough industrial scale and sophistication in producing EVs to profitably sell at prices that are almost competitive with gasoline-powered cars. And likely as a consequence, Tesla has decided to pass down value unlocked through cost-efficiency to customers.</p><p>Tesla is known for having high profit margins and operating-efficiency. For the trailing twelve months, the EV maker has managed to claim an EBITDA margin of 21%, which is nearly 90% above the sector median. Similarly, Tesla&#39;s net income margin is 15.4%, a 236% premium to the sector median respectively. With regards to capital efficiency, Tesla enjoys a return on total assets (TTM reference) of approximately 15.3%, as compared to 4% for the sector median.</p><p><img src=\"https://static.tigerbbs.com/0f792873794c665c56be3d23a3707417\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p>Needless to say, these are some quite amazing profitability numbers (relative to the industry). But according to commentary from Tesla&#39;s head of production, Tom Zhu, there might be still lots of untapped potential to capitalize on opportunities to further improve the cost-effectiveness of electric vehicles (EVs). In fact, anchored on the development of a new vehicle manufacturing platform, dubbed the &#34;New Generation Vehicle&#34;, Tesla aims to reduce the firm&#39;s manufacturing footprint by 40% and lower the manufacturing costs per EV unit by as much as 50%.</p><p>Reflecting on Tesla&#39;s strong profitability, and the outlook for further profitability expansion, the decision to cut prices seems like a reasonable strategic offensive to leverage the company&#39;s cost-leadership into capturing a larger SAM.</p><h2>Targeting A Larger SAM</h2><p>According to Bloomberg Intelligence, the market for light-duty EVs could potentially be as large as 60 million units by 2040--an enormous market potential. But, of course, it is unlikely that Tesla will be able to claim the lion share of this market without servicing the mass market. This is what the price cuts are for.</p><p><img src=\"https://static.tigerbbs.com/85def7f64ae6995c48c07a5291b6544e\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/>In my opinion, Tesla&#39;s price cuts are an early signal that Elon Musk&#39;s car company is prepared to lead the market for more &#39;accessibly&#39; priced EVs. With that frame of reference, I would like to point out what Tesla&#39;s head of production Tom Zhu said during Tesla&#39;s recent investor day: (emphasis mine)</p><blockquote>As long as you offer a product with value at affordable price you don’t have to worry about demand. We try everything to cut costs... and pass down that value to our customers.</blockquote><p>And until Tesla launches its mass-market accessible Model 2--rumored to be priced at $25k - $30k--discounting existing models is a reasonable lever to start targeting said market opportunity.</p><p>Thus, Tesla&#39;s lower prices are likely to be structural, rather than temporary--supporting Tesla&#39;s ambition to sell about 20 million electric vehicles per year by 2030. While Tesla&#39;s new pricing strategy might have some unfavorable short-term effects on margins and net-profitability, on a long-term perspective the strategy will very likely amplify scale and network effects and unlock a large commercial base for cross-selling post-purchase services--for example charging, insurance, and software.</p><h2>Valuation Offers Upside</h2><p>Reflecting on Tesla&#39;s SAM expansion, I view the company&#39;s 2030 ambition to sell 20 million cars per year as reasonable. To account for the volume expansion, however, I lower my average sales price per Tesla car to $52,000 and my net-profit margin assumption to 10.5% (pricing headwinds only partially offset by economies of scale).</p><p>I continue to assume that for every dollar of hardware sales, Tesla will be able to sell 20 cents of post-purchase revenue, including energy services, software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla&#39;s software business, I continue to view a 35% net-profit margin as reasonable.</p><p>Based on this, I now calculate a $140.43 billion annual economic profit, with a present value equal to $966 billion. This number discounted back to early 2023, assuming a 11% WACC, and adding a $16.432 billion of net-cash, gives an equity value of $983 billion, or $310.61/share.</p><p><img src=\"https://static.tigerbbs.com/2a7c23d83a673bd609af9eb459f0ad69\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/>What if we vary the discount rate (row) and net % profit margin (column)? Here is the updated sensitivity analysis:</p><h2><img src=\"https://static.tigerbbs.com/cdb0c43bb52193c4ed512c4391a0e3ae\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/>Conclusion</h2><p>There’s a gap in the market for $25k EVs. And Tesla enjoys the cost-leadership to fill it. Conceptually speaking, the EV narrative has so far evolved in four stages: First, an early promise is enough to excite investors (ref. Nikola). Second, EV companies needed to prove that they actually have a technology/ product (ref. Lucid). Third, companies rushed to test if their technology/ product can be commercialized in a sustainable business model. Now we are in the fourth phase, which requires companies to build industrial scale and cost-efficiency. And like for phase one, two, and three, Tesla is leading the way.</p><p>Personally, I view Tesla&#39;s 2030 ambition to sell 20 million cars per year as reasonable -- the market size is the enabler, and Tesla&#39;s cost-leadership is the lever. Anchored on that assumption, I value Tesla shares at a $310.61 target price. Reiterate &#39;Buy&#39; rating.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Price Cuts Are A Clear Signal Of Leadership, Not Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased...</p>\n\n<a href=\"https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4590324-tesla-price-cuts-signal-of-leadership-not-competition","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1168281983","content_text":"SummaryI argue investors likely misinterpret Tesla management's rationale behind cutting prices.Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition . . .. . . but rather a signal of the EV maker's long-term strategic to capture a 20 million EVs per year SAM by 2030, which requires price affordability.Tesla's price-cuts are supported by cost-leadership -- anchored industrial scale and sophistication in producing EVs.On the backdrop of the assumption that selling 20 million EVs by 2030 is reasonable, I value Tesla shares at a $310.61 target price.Earlier this year, Tesla's decision to cut prices for the Model 3 and Y caused TSLA stock to fall sharply -- with Tesla shares intermittently trading down to nearly $100/share. Now, although Tesla's stock has somewhat recovered, the EV maker's valuation is still about 55% below ATH, as concerns about competition/ price-cuts continue to pressure investor sentiment.That said, investors likely misinterpret Tesla management's rationale behind cutting prices. In my opinion, Tesla's aggressive price cuts are likely not a reflection of a short-term tactical response to increased competition, but rather a signal of the EV maker's long-term strategic ambition to capture an enormous market share in the next-generation of mobility. In other words: on the backdrop of cost-leadership, Tesla is preparing to bring electric mobility to the mass-market. If in the process Tesla can take out some competitors, all the better.Price Cuts Signal LeadershipGiven the (comparably) low production number of electric vehicles, as well as the high R&D costs to build and improve the relatively new technology, EVs have long been considered too expensive to produce for/ sell to the mass market. But the situation has changed: After years of expanding production, Tesla has now captured enough industrial scale and sophistication in producing EVs to profitably sell at prices that are almost competitive with gasoline-powered cars. And likely as a consequence, Tesla has decided to pass down value unlocked through cost-efficiency to customers.Tesla is known for having high profit margins and operating-efficiency. For the trailing twelve months, the EV maker has managed to claim an EBITDA margin of 21%, which is nearly 90% above the sector median. Similarly, Tesla's net income margin is 15.4%, a 236% premium to the sector median respectively. With regards to capital efficiency, Tesla enjoys a return on total assets (TTM reference) of approximately 15.3%, as compared to 4% for the sector median.Needless to say, these are some quite amazing profitability numbers (relative to the industry). But according to commentary from Tesla's head of production, Tom Zhu, there might be still lots of untapped potential to capitalize on opportunities to further improve the cost-effectiveness of electric vehicles (EVs). In fact, anchored on the development of a new vehicle manufacturing platform, dubbed the \"New Generation Vehicle\", Tesla aims to reduce the firm's manufacturing footprint by 40% and lower the manufacturing costs per EV unit by as much as 50%.Reflecting on Tesla's strong profitability, and the outlook for further profitability expansion, the decision to cut prices seems like a reasonable strategic offensive to leverage the company's cost-leadership into capturing a larger SAM.Targeting A Larger SAMAccording to Bloomberg Intelligence, the market for light-duty EVs could potentially be as large as 60 million units by 2040--an enormous market potential. But, of course, it is unlikely that Tesla will be able to claim the lion share of this market without servicing the mass market. This is what the price cuts are for.In my opinion, Tesla's price cuts are an early signal that Elon Musk's car company is prepared to lead the market for more 'accessibly' priced EVs. With that frame of reference, I would like to point out what Tesla's head of production Tom Zhu said during Tesla's recent investor day: (emphasis mine)As long as you offer a product with value at affordable price you don’t have to worry about demand. We try everything to cut costs... and pass down that value to our customers.And until Tesla launches its mass-market accessible Model 2--rumored to be priced at $25k - $30k--discounting existing models is a reasonable lever to start targeting said market opportunity.Thus, Tesla's lower prices are likely to be structural, rather than temporary--supporting Tesla's ambition to sell about 20 million electric vehicles per year by 2030. While Tesla's new pricing strategy might have some unfavorable short-term effects on margins and net-profitability, on a long-term perspective the strategy will very likely amplify scale and network effects and unlock a large commercial base for cross-selling post-purchase services--for example charging, insurance, and software.Valuation Offers UpsideReflecting on Tesla's SAM expansion, I view the company's 2030 ambition to sell 20 million cars per year as reasonable. To account for the volume expansion, however, I lower my average sales price per Tesla car to $52,000 and my net-profit margin assumption to 10.5% (pricing headwinds only partially offset by economies of scale).I continue to assume that for every dollar of hardware sales, Tesla will be able to sell 20 cents of post-purchase revenue, including energy services, software solutions and insurance (for reference, Apple generates about 30 cents worth of services for every dollar of hardware sales). For Tesla's software business, I continue to view a 35% net-profit margin as reasonable.Based on this, I now calculate a $140.43 billion annual economic profit, with a present value equal to $966 billion. This number discounted back to early 2023, assuming a 11% WACC, and adding a $16.432 billion of net-cash, gives an equity value of $983 billion, or $310.61/share.What if we vary the discount rate (row) and net % profit margin (column)? Here is the updated sensitivity analysis:ConclusionThere’s a gap in the market for $25k EVs. And Tesla enjoys the cost-leadership to fill it. Conceptually speaking, the EV narrative has so far evolved in four stages: First, an early promise is enough to excite investors (ref. Nikola). Second, EV companies needed to prove that they actually have a technology/ product (ref. Lucid). Third, companies rushed to test if their technology/ product can be commercialized in a sustainable business model. Now we are in the fourth phase, which requires companies to build industrial scale and cost-efficiency. And like for phase one, two, and three, Tesla is leading the way.Personally, I view Tesla's 2030 ambition to sell 20 million cars per year as reasonable -- the market size is the enabler, and Tesla's cost-leadership is the lever. Anchored on that assumption, I value Tesla shares at a $310.61 target price. Reiterate 'Buy' rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322982491635832,"gmtCreate":1719883763495,"gmtModify":1719883767150,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> is undervalue AI company. FSD and Humanoid Robotic are based on Physical AI, which is far more advance than LLM AI. I believe FSD and Robotic market are much bigger than LLM AI such as OpenAI, etc.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> is undervalue AI company. FSD and Humanoid Robotic are based on Physical AI, which is far more advance than LLM AI. I believe FSD and Robotic market are much bigger than LLM AI such as OpenAI, etc.","text":"$Tesla Motors(TSLA)$ is undervalue AI company. FSD and Humanoid Robotic are based on Physical AI, which is far more advance than LLM AI. I believe FSD and Robotic market are much bigger than LLM AI such as OpenAI, etc.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322982491635832","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309380851105912,"gmtCreate":1716562119682,"gmtModify":1716563755749,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Technically speaking, Tesla has deep experiences on AI cycle (training data set, software development, hardware DOJO, RAG, etc.) specific vertical auto , particularly FSD, and advantages to EV industry. In term of price action, consolidate sideway while FED rate cute confirmation near&nbsp;the end of this year. Lower interest rate will trigger demand while Tesla prepare product line and price structure to support business growth and sustainability. I think TESLA will up to&nbsp;200 and beyond.","listText":"Technically speaking, Tesla has deep experiences on AI cycle (training data set, software development, hardware DOJO, RAG, etc.) specific vertical auto , particularly FSD, and advantages to EV industry. In term of price action, consolidate sideway while FED rate cute confirmation near&nbsp;the end of this year. Lower interest rate will trigger demand while Tesla prepare product line and price structure to support business growth and sustainability. I think TESLA will up to&nbsp;200 and beyond.","text":"Technically speaking, Tesla has deep experiences on AI cycle (training data set, software development, hardware DOJO, RAG, etc.) specific vertical auto , particularly FSD, and advantages to EV industry. In term of price action, consolidate sideway while FED rate cute confirmation near the end of this year. Lower interest rate will trigger demand while Tesla prepare product line and price structure to support business growth and sustainability. I think TESLA will up to 200 and beyond.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309380851105912","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945329277,"gmtCreate":1681386251700,"gmtModify":1681386256360,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Paypal has more chances to grow in terms of consumer and revenue .","listText":"Paypal has more chances to grow in terms of consumer and revenue .","text":"Paypal has more chances to grow in terms of consumer and revenue .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945329277","repostId":"2327187616","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943962922,"gmtCreate":1679050130066,"gmtModify":1679050962563,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Tech sector 😎","listText":"Tech sector 😎","text":"Tech sector 😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943962922","repostId":"1182645019","repostType":2,"repost":{"id":"1182645019","pubTimestamp":1679046517,"share":"https://ttm.financial/m/news/1182645019?lang=&edition=fundamental","pubTime":"2023-03-17 17:48","market":"us","language":"en","title":"$2.7 Trillion Wall of Expiring Options a Worry for Traders Reeling From Bank Crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=1182645019","media":"Bloomberg","summary":"Triple witching, index rebalance set to spur trading volumeEvent may help ‘unpin’ S&P 500 from the 4","content":"<html><head></head><body><ul><li>Triple witching, index rebalance set to spur trading volume</li><li>Event may help ‘unpin’ S&amp;P 500 from the 4,000 level: BI</li></ul><p>Just as a week of global bank drama winds down, Friday’s options expiration risks creating fresh turmoil for traders.</p><p>An estimated$2.7 trillionof derivatives contracts tied to stocks and indexes are scheduled to mature, obliging Wall Street managers to either roll over existing positions or start new ones. The process usually involves portfolio adjustments that lead to a spike in trading volume and sudden price swings.</p><p>While the event has its benefits, such as amping up liquidity, that may not be enough to appease investors reeling from shocks ranging from thecollapseof three US banks to hawkish comments from Federal Reserve Chair Jerome Powell.</p><p>Demand for bearish options has been on the rise, a starkdeparturefrom last year, when a bear-market selloff barely registered in the world of derivatives. Meanwhile, market makers — who are on the other side of transactions and need to buy or sell equities to keep a neutral position — are caught in a state known as “short gamma.” The stance requires them to ride the prevailing trend, buying stocks when they rise and selling when they fall.</p><p>“We’re going to see some hypersensitivity to every headline,” said Alex Kosoglyadov, managing director of equity derivatives at Nomura Securities International, referring to the prospect of market fireworks on Friday. “Any 1% move can quickly turn into a 2% move.”</p><p><img src=\"https://static.tigerbbs.com/9a86a2c532196d85c4cb752c59f6c23b\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Wall Street is on edge after the banking chaos sparked a re-assessment of Fed policy and the economy. The prospect of a recession has forced bond traders to scale back expectations for interest-rate hikes. In the equity market, there has been a swift rotation out of financial shares and into companies with strong balance sheets, such as technology. The S&amp;P 500 climbed 1.8% Thursday, the most in almost two months, after arescue planfor First Republic Bank.</p><p>Unlike the second half of 2022, when the S&amp;P 500’s slide failed to spark any big reaction in the Cboe Volatility Index, the so-called fear gauge this time has shown a more pronounced move. While the equity benchmark lost 2% over past two weeks, the VIX jumped more than 4 points, reaching the highest level since October.</p><p>The Cboe Skew Index, a measure of relative costs in S&amp;P 500 options, has climbed in eight of the past nine sessions — a clear sign of investor angst. In contrast, it sank to a 13-year low last November after a bout of equity selling.</p><p>“Ironically, the S&amp;P 500 isn’t selling off that much, but the tail risk has been priced much higher,” Layla Royer, a senior equity derivatives salesperson at Citadel Securities, said in an interview. “It’s an interesting regime change versus what we saw last year.”</p><p>Friday’s expiry coincides with the quarterly expiration of index futures in a process ominously known astriple witching. Added to that comes a rebalancing of benchmark indexes including the S&amp;P 500. The combination tends to spark single-day volume that ranks among the highest of the year.</p><p>This time, about 102 million options contracts are set to expire, roughly in line from a year ago, according to data compiled by Chris Murphy, co-head of derivatives strategy at Susquehanna International Group. As fears grow on everything from the economic and monetary cycle to the banking system, a bearish tilt has developed with put open interest up almost 5% while that for calls fell by 6%.</p><p>Contracts linked to S&amp;P 500 account for more than 60% of Friday’s maturing options, according to Tanvir Sandhu, chief global derivatives strategist at Bloomberg Intelligence. He notes the bulk of open interest is concentrated around the 4,000 level. The index has largely stayed within 200 points of the threshold this year, fueling speculation that the tight trading range was a function of options activity that made it a battle line for investors and market makers.</p><p>The level “has acted as a magnet in recent months,” Sandhu wrote in a note this week. “This quarterly expiry may help unpin the market,” he said, referring to the prospect that the benchmark index trades within a wider band.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>$2.7 Trillion Wall of Expiring Options a Worry for Traders Reeling From Bank Crisis</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$2.7 Trillion Wall of Expiring Options a Worry for Traders Reeling From Bank Crisis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-17 17:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-16/a-2-7-trillion-opex-looms-as-bank-turmoil-awakens-volatility><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Triple witching, index rebalance set to spur trading volumeEvent may help ‘unpin’ S&P 500 from the 4,000 level: BIJust as a week of global bank drama winds down, Friday’s options expiration risks ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-16/a-2-7-trillion-opex-looms-as-bank-turmoil-awakens-volatility\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-16/a-2-7-trillion-opex-looms-as-bank-turmoil-awakens-volatility","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182645019","content_text":"Triple witching, index rebalance set to spur trading volumeEvent may help ‘unpin’ S&P 500 from the 4,000 level: BIJust as a week of global bank drama winds down, Friday’s options expiration risks creating fresh turmoil for traders.An estimated$2.7 trillionof derivatives contracts tied to stocks and indexes are scheduled to mature, obliging Wall Street managers to either roll over existing positions or start new ones. The process usually involves portfolio adjustments that lead to a spike in trading volume and sudden price swings.While the event has its benefits, such as amping up liquidity, that may not be enough to appease investors reeling from shocks ranging from thecollapseof three US banks to hawkish comments from Federal Reserve Chair Jerome Powell.Demand for bearish options has been on the rise, a starkdeparturefrom last year, when a bear-market selloff barely registered in the world of derivatives. Meanwhile, market makers — who are on the other side of transactions and need to buy or sell equities to keep a neutral position — are caught in a state known as “short gamma.” The stance requires them to ride the prevailing trend, buying stocks when they rise and selling when they fall.“We’re going to see some hypersensitivity to every headline,” said Alex Kosoglyadov, managing director of equity derivatives at Nomura Securities International, referring to the prospect of market fireworks on Friday. “Any 1% move can quickly turn into a 2% move.”Wall Street is on edge after the banking chaos sparked a re-assessment of Fed policy and the economy. The prospect of a recession has forced bond traders to scale back expectations for interest-rate hikes. In the equity market, there has been a swift rotation out of financial shares and into companies with strong balance sheets, such as technology. The S&P 500 climbed 1.8% Thursday, the most in almost two months, after arescue planfor First Republic Bank.Unlike the second half of 2022, when the S&P 500’s slide failed to spark any big reaction in the Cboe Volatility Index, the so-called fear gauge this time has shown a more pronounced move. While the equity benchmark lost 2% over past two weeks, the VIX jumped more than 4 points, reaching the highest level since October.The Cboe Skew Index, a measure of relative costs in S&P 500 options, has climbed in eight of the past nine sessions — a clear sign of investor angst. In contrast, it sank to a 13-year low last November after a bout of equity selling.“Ironically, the S&P 500 isn’t selling off that much, but the tail risk has been priced much higher,” Layla Royer, a senior equity derivatives salesperson at Citadel Securities, said in an interview. “It’s an interesting regime change versus what we saw last year.”Friday’s expiry coincides with the quarterly expiration of index futures in a process ominously known astriple witching. Added to that comes a rebalancing of benchmark indexes including the S&P 500. The combination tends to spark single-day volume that ranks among the highest of the year.This time, about 102 million options contracts are set to expire, roughly in line from a year ago, according to data compiled by Chris Murphy, co-head of derivatives strategy at Susquehanna International Group. As fears grow on everything from the economic and monetary cycle to the banking system, a bearish tilt has developed with put open interest up almost 5% while that for calls fell by 6%.Contracts linked to S&P 500 account for more than 60% of Friday’s maturing options, according to Tanvir Sandhu, chief global derivatives strategist at Bloomberg Intelligence. He notes the bulk of open interest is concentrated around the 4,000 level. The index has largely stayed within 200 points of the threshold this year, fueling speculation that the tight trading range was a function of options activity that made it a battle line for investors and market makers.The level “has acted as a magnet in recent months,” Sandhu wrote in a note this week. “This quarterly expiry may help unpin the market,” he said, referring to the prospect that the benchmark index trades within a wider band.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278882471989304,"gmtCreate":1709107986948,"gmtModify":1709108985830,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till&nbsp; end of 2024.","listText":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till&nbsp; end of 2024.","text":"I prefer to trade Coinbase and some ETF Bitcoin. Buy Sell inline with price-action of Bitcoin till end of 2024.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278882471989304","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947525906,"gmtCreate":1683313171305,"gmtModify":1683322484039,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","listText":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","text":"Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947525906","repostId":"1172261769","repostType":2,"repost":{"id":"1172261769","pubTimestamp":1683300310,"share":"https://ttm.financial/m/news/1172261769?lang=&edition=fundamental","pubTime":"2023-05-05 23:25","market":"us","language":"en","title":"The Fed Actually Just Gave a Great Reason for Stocks to Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1172261769","media":"InvestorPlace","summary":"In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike p","content":"<html><head></head><body><ul><li><p>In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming.</p></li><li><p>By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming.</p></li><li><p>Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.</p></li></ul><p>The stock market has been waiting all year long for one thing: the Fed to pause its rate-hike campaign. </p><p style=\"text-align: start;\">Yesterday, the central bank signaled it is getting ready to do just that and, in so doing, gave <strong>stocks permission to soar.</strong> </p><p style=\"text-align: start;\">The story here is shockingly simple. </p><p style=\"text-align: start;\">In the end, it all comes down to the Fed. Want to know whether you should buy stocks yet? It depends on what the Fed is planning to do next. </p><p style=\"text-align: start;\">The U.S. Federal Reserve rules the financial universe. It controls the amount of money floating around the U.S. economy. This affects consumer spending, business growth, and stock prices.</p><p style=\"text-align: start;\">That’s why Wall Street has that old saying: “<em>Don’t fight the Fed!</em>” </p><p style=\"text-align: start;\">A good rule of thumb is to buy stocks when the Fed is the market’s friend (not hiking rates), and sell stocks when it’s the market’s enemy (hiking rates). </p><p style=\"text-align: start;\"><strong>And over the past year and change, the Fed has been the stock market’s public enemy No. 1.</strong> </p><h2 style=\"text-align: start;\">Will the Fed Ever Be Done With Rate Hikes?</h2><p style=\"text-align: start;\">Since March 2022, the Fed has hiked rates 10 consecutive times – including four jumbo 75-basis-point hikes – in what has been the most aggressive and rapid rate-hiking campaign ever. </p><p style=\"text-align: start;\">It should be no surprise that stocks have slumped since then. </p><p style=\"text-align: start;\">The Fed started hiking rates aggressively. Stocks started crashing. </p><p style=\"text-align: start;\"><strong><em>But over the past few months, things have started to shift. </em></strong></p><p style=\"text-align: start;\">Throughout last year, the Fed was continually getting more aggressive with its policy stance. The rate hikes kept getting bigger. </p><p style=\"text-align: start;\">But in the last month of 2022, the central bank downshifted from a 75-basis-point hike to a 50-basis-point hike. In the first month of 2023, it downshifted again, this time to a “normal” 25-basis-point hike. And it’s stayed there ever since. </p><p style=\"text-align: start;\">In other words, starting in mid-December 2022, the Federal Reserve started to get less aggressive with its rate hikes. This means it started to become more friendly to the stock market. </p><p style=\"text-align: start;\">And what has happened since December 2022? </p><p style=\"text-align: start;\">Stocks have rallied. The <strong>S&amp;P 500</strong> is up more than 6% year-to-date, after falling about 20% in 2022. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb1f99361ef1958d92666b03db441abc\" alt=\"A graph showing the change in the S&amp;P 500 since January 2023\" title=\"A graph showing the change in the S&amp;P 500 since January 2023\" tg-width=\"946\" tg-height=\"598\"/><span>A graph showing the change in the S&amp;P 500 since January 2023</span></p><p style=\"text-align: start;\">Again, that should be no surprise. It all comes back to the Fed. </p><p style=\"text-align: start;\">Over the past few months, it has become less aggressive with its monetary policy. Consequently, stocks have rallied. </p><p style=\"text-align: start;\"><strong><em>And that brings us to yesterday.</em></strong></p><p style=\"text-align: start;\">Yesterday, the Fed hiked rates by 25 basis points, continuing the trend it established in December 2022. </p><p style=\"text-align: start;\">However, in the press release that announced the rate hike, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming. </p><p style=\"text-align: start;\">By omitting them from this month’s release, the Fed is implicitly signaling that <em>no </em>more rate hikes are coming. </p><p style=\"text-align: start;\">In fact, Fed Board Chair Jerome Powell confirmed as much in his press conference yesterday. He explicitly said that the omission of these phrases was “meaningful.” </p><p style=\"text-align: start;\">Take from that what you will. To me, the implication is obvious. </p><h2 style=\"text-align: start;\">The Final Word</h2><p style=\"text-align: start;\">Let’s go back to our golden rule of the stock market. </p><p style=\"text-align: start;\">When the Fed becomes less friendly toward markets, sell stocks. When the Fed becomes more friendly toward markets, buy stocks. </p><p style=\"text-align: start;\">The Federal Reserve is about to take a massive step to become more friendly to markets by stopping its rate-hike campaign in June. </p><p style=\"text-align: start;\">You know what happens to stocks when the Fed pauses a rate-hike campaign</p><p style=\"text-align: start;\">As you can <strong>see in the chart below, they rally. <em>Every time. </em></strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/155bfc83113d0d8ecc77410f89e17dfc\" alt=\"A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time\" title=\"A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time\" tg-width=\"940\" tg-height=\"495\"/><span>A graph showing the change in the Fed&#39;s target rate and the S&amp;P 500 over time</span></p><p style=\"text-align: start;\">In other words, I’m writing to you today to deliver three crystal-clear messages:</p><ol><li><p>The Fed just signaled it will pause its rate-hike campaign next month. </p></li><li><p>Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one. </p></li><li><p>In those “Pause” rallies, tech stocks tend to be the biggest winners, posting average returns of about 30% in a year. </p></li></ol><p style=\"text-align: start;\">The implication? It’s time to buy tech stocks. </p><p style=\"text-align: start;\">I see a big tech-driven stock market rally just around the corner. I also believe certain tech stocks are going to soar 100%-plus in that rally. </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>The Fed Actually Just Gave a Great Reason for Stocks to Soar</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Actually Just Gave a Great Reason for Stocks to Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-05 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming....</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://investorplace.com/hypergrowthinvesting/2023/05/the-fed-actually-just-gave-a-great-reason-for-stocks-to-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172261769","content_text":"In its recent announcement, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming.By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming.Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one.The stock market has been waiting all year long for one thing: the Fed to pause its rate-hike campaign. Yesterday, the central bank signaled it is getting ready to do just that and, in so doing, gave stocks permission to soar. The story here is shockingly simple. In the end, it all comes down to the Fed. Want to know whether you should buy stocks yet? It depends on what the Fed is planning to do next. The U.S. Federal Reserve rules the financial universe. It controls the amount of money floating around the U.S. economy. This affects consumer spending, business growth, and stock prices.That’s why Wall Street has that old saying: “Don’t fight the Fed!” A good rule of thumb is to buy stocks when the Fed is the market’s friend (not hiking rates), and sell stocks when it’s the market’s enemy (hiking rates). And over the past year and change, the Fed has been the stock market’s public enemy No. 1. Will the Fed Ever Be Done With Rate Hikes?Since March 2022, the Fed has hiked rates 10 consecutive times – including four jumbo 75-basis-point hikes – in what has been the most aggressive and rapid rate-hiking campaign ever. It should be no surprise that stocks have slumped since then. The Fed started hiking rates aggressively. Stocks started crashing. But over the past few months, things have started to shift. Throughout last year, the Fed was continually getting more aggressive with its policy stance. The rate hikes kept getting bigger. But in the last month of 2022, the central bank downshifted from a 75-basis-point hike to a 50-basis-point hike. In the first month of 2023, it downshifted again, this time to a “normal” 25-basis-point hike. And it’s stayed there ever since. In other words, starting in mid-December 2022, the Federal Reserve started to get less aggressive with its rate hikes. This means it started to become more friendly to the stock market. And what has happened since December 2022? Stocks have rallied. The S&P 500 is up more than 6% year-to-date, after falling about 20% in 2022. A graph showing the change in the S&P 500 since January 2023Again, that should be no surprise. It all comes back to the Fed. Over the past few months, it has become less aggressive with its monetary policy. Consequently, stocks have rallied. And that brings us to yesterday.Yesterday, the Fed hiked rates by 25 basis points, continuing the trend it established in December 2022. However, in the press release that announced the rate hike, the Fed omitted certain words and phrases that were in every rate-hike press release since March 2022. They served to signal to the market that more rate hikes were coming. By omitting them from this month’s release, the Fed is implicitly signaling that no more rate hikes are coming. In fact, Fed Board Chair Jerome Powell confirmed as much in his press conference yesterday. He explicitly said that the omission of these phrases was “meaningful.” Take from that what you will. To me, the implication is obvious. The Final WordLet’s go back to our golden rule of the stock market. When the Fed becomes less friendly toward markets, sell stocks. When the Fed becomes more friendly toward markets, buy stocks. The Federal Reserve is about to take a massive step to become more friendly to markets by stopping its rate-hike campaign in June. You know what happens to stocks when the Fed pauses a rate-hike campaignAs you can see in the chart below, they rally. Every time. A graph showing the change in the Fed's target rate and the S&P 500 over timeIn other words, I’m writing to you today to deliver three crystal-clear messages:The Fed just signaled it will pause its rate-hike campaign next month. Since 1980, every single “Fed Pause” has sparked a stock market rally. Every single one. In those “Pause” rallies, tech stocks tend to be the biggest winners, posting average returns of about 30% in a year. The implication? It’s time to buy tech stocks. I see a big tech-driven stock market rally just around the corner. I also believe certain tech stocks are going to soar 100%-plus in that rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942428701,"gmtCreate":1681283826703,"gmtModify":1681283831564,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"web3, nft, tokenize&nbsp;asset, blockchain are emerging tech .","listText":"web3, nft, tokenize&nbsp;asset, blockchain are emerging tech .","text":"web3, nft, tokenize asset, blockchain are emerging tech .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942428701","repostId":"2326298278","repostType":2,"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946552474,"gmtCreate":1681005417998,"gmtModify":1681005421572,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Its healthy growth rate and sustainable competitive advantages.","listText":"Its healthy growth rate and sustainable competitive advantages.","text":"Its healthy growth rate and sustainable competitive advantages.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946552474","repostId":"2325259359","repostType":4,"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970559895,"gmtCreate":1684744063918,"gmtModify":1684744068318,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","listText":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","text":"Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970559895","repostId":"2337635974","repostType":4,"repost":{"id":"2337635974","pubTimestamp":1684713453,"share":"https://ttm.financial/m/news/2337635974?lang=&edition=fundamental","pubTime":"2023-05-22 07:57","market":"us","language":"en","title":"Google - The Strongest Tech Company On Earth","url":"https://stock-news.laohu8.com/highlight/detail?id=2337635974","media":"seekingalpha","summary":"Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising late","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e765404af0bd0a03ffe17fc9e8eeab3\" tg-width=\"750\" tg-height=\"500\"/></p><p><strong>Alphabet</strong> (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn&#39;t move the stock much initially. What really got things moving was the company’s efforts in artificial intelligence (“AI”). Google recently put off an AI event that was much better-received than its previous one, which showcased the company’s Bard chatbot making an error. Ever since the second, more successful AI presentation, Google stock has been rallying.</p><p>What should shareholders make of all of this?</p><p>First things first, I don’t believe that the massive amount of money being piled into companies that mention AI on earnings calls is being spent well. I think that <strong>NVIDIA</strong> (NASDAQ:NVDA) is way too expensive right now and I think that other tech companies are getting pricey too, albeit to a lesser degree.</p><p>However, I actually don’t think the valuation Google has reached is ridiculous, even though recent buyers have been buying for questionable reasons. Going by multiples, GOOG is only slightly more expensive than the S&amp;P 500, which now trades at 22 times earnings. Many other big tech companies trade at far wider premiums to the benchmark. For example, NVIDIA is currently trading at 29 times sales and 95 times earnings.</p><p>If you’re going to buy a stock that has been swept up in the AI mania of 2023, then it would help to buy one that at least isn’t at a ridiculous valuation. And I think that logic applies to Google here. The company is being valued fairly richly, but not at a level where the current valuation defies logic. Furthermore, Google still has positive revenue growth, and its earnings did not decline by large percentages last quarter. These signs collectively suggest that it is a stronger company than some of its competitors are. However, it is really Google’s competitive position that argues for it being a good value today, and that’s what I will spend most of this article focusing on.</p><h2>Competitive Landscape</h2><p>The biggest reason for thinking that Google is at a reasonable valuation today is the fact that it has a strong competitive position. I wrote about this a few days ago in a Twitter post, which I’ve attached below. I will be expanding on these points in more detail in the paragraphs that follow.</p><p>First, let’s talk about Google search. My Tweet was alluding to this in the first point arguing for Google’s strength even in a scenario where Bing defeats Bard.</p><p>Bing’s chatbot was seen as a competitive threat to Google until very recently. It is built on ChatGPT, only unlike ChatGPT, it has internet access, and can deal with current events. This was seen as a major competitive threat to Google recently because Google is used to retrieve information, and Bing also retrieves information, with an AI twist. AI is very popular today, and the mere fact that Bing was combining AI and search was enough to get people worrying about Google’s market share.</p><p>Fortunately, Google has not lost any market share. Bing’s market share peaked in October 2022, Google has made slight gains on it since then. Google still controls a full 86% of the market. As the following chart from Statcounter shows, Google’s search market share has been growing for more than half a year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e97a5bc0cebde522309fe9b1f0cb1be3\" tg-width=\"640\" tg-height=\"323\"/></p><p>Google market share (Statcounter)</p><p>The empirical data does not support the idea that Bing is an imminent competitive threat to Google. However, let’s not rush to conclusions. Perhaps Google bears are right and Bing will eventually beat Google Bard in the battle of the chatbots.</p><p>That may in fact happen. Bing is getting better early reviews than Bard, but that doesn’t change the fact that Google is holding its search market share. Perhaps these chatbots aren’t as crucial to search as we were led to believe. If so, Google may have an opportunity to quietly push Bard aside, keeping people on the core Google search product without assuming the high costs that come with running chatbots.</p><p>It’s a similar story with video. YouTube is currently #1 in online video, with a 75% market share. Frequently, we’ve seen TikTok and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>’</strong> (META) Instagram described as competitors to YouTube. And they are in part, but only in short form video. TikTok and Meta both typically feature short videos, with the average Insta reel coming in at seven to 15 seconds. They might take some “eyeballs” away from YouTube here and there, but they just aren’t competing with YouTube’s bread and butter, which is long form video. The average YouTube video is 11.7 minutes long, which is far longer than what you’ll find on Insta and TikTok. So, if you’re looking for interviews, video essays, and full music videos, you’re on YouTube. That portion of the online video market, Google/YouTube has on lock.</p><p>Finally, the smartphone operating system market. Google is technically #1 in installs there, although <strong>Apple</strong> (AAPL) is #1 going by revenue, as the app store generates more sales than the Play Store does. Apple dominates the wealthy U.S. market, where people are more willing to spend money on apps than in the less developed markets that Android dominates.</p><p>The point here is that Google has the low-end of the smartphone market locked down and seemingly always will. There are no cheap phones in Apple’s iPhone lineup, iPhone starts at $799. As long as people want smartphones for less than $800, there will be a market for Android phones.</p><p>What all this comes down to is the fact that Google’s biggest competitors could make gains on it, and Google would still be strong. Bing could defeat Bard, yet Google Search as a whole would still be the #1 search. Insta and TikTok could dominate the short form video market, yet YouTube would still control the long form video market. iPhone could strengthen its position in premium phones, and Google would still be on top in budget phones. Google has so many advantages that it isn’t hard for it to remain a very profitable company. And that’s not even talking about Google Drive, Gmail, the newly-profitable cloud segment, or any of the company’s “other bets.”</p><h2>Valuation</h2><p>Having looked at Google’s competitive position, we can now turn to valuation. At today’s prices, Google stock trades at:</p><ul><li><p>27.3 times earnings.</p></li><li><p>5.6 times sales.</p></li><li><p>5.5 times book value.</p></li><li><p>6 times operating cash flow.</p></li><li><p>25.78 times free cash flow.</p></li></ul><p>Even after Google’s big rally, the stock is only a little more richly valued than the NASDAQ-100 as a whole.</p><p>Speaking of free cash flow:</p><p>According to Seeking Alpha Quant, Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth. Of course, this discounted cash flow valuation uses no risk premium, but on the other hand, it assumes 0% growth; is the ‘risk’ to Google growing at just 0% so high? It seems like the company only needs to exercise some cost discipline to achieve such growth. Google’s competitive position is very strong, which means that stable revenue and margins shouldn’t be an issue. So, perhaps discounting at the treasury yield alone is appropriate for such a conservative scenario.</p><h2>One Risk to Watch Out For</h2><p>As we’ve seen, Google has an incredibly strong competitive position and is not particularly richly valued. Depending on whether it can get its positive earnings growth back in the next few quarters, its stock may continue rising. However, there is one big risk that investors will want to watch out for here:</p><p>Anti-trust risk. Google has a very strong competitive position, and it often gets sued because of that fact. The DOJ is working on a lawsuit against Google as we speak, and the company recently got sued for $4 billion in the EU. Google already lost one appeal against that ruling so there aren’t many appeals left before it is finally forced to pay out. When a company has as many dominant subsidiaries as Google does, it tends to attract the scrutiny of regulators. So, investors will want to watch out for Google’s anti-trust risk.</p><p>Nevertheless, GOOG is a great stock overall. The company has a very strong competitive position and the valuation is not that bad compared to most large tech companies these days. I’d say I’ll continue holding Google stock for the foreseeable future.</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>Google - The Strongest Tech Company On Earth</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\">\nGoogle - The Strongest Tech Company On Earth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-22 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn't move the stock much ...</p>\n\n<a href=\"https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4507":"流媒体概念","BK4576":"AR","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","GOOG":"谷歌","BK4579":"人工智能","BK4077":"互动媒体与服务","GOOGL":"谷歌A","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4551":"寇图资本持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4561":"索罗斯持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4512":"苹果概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4532":"文艺复兴科技持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC"},"source_url":"https://seekingalpha.com/article/4606240-google-stock-the-strongest-tech-company-on-earth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2337635974","content_text":"Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) stock, hereafter referred to as “Google,” has been rising lately. Its most recent earnings release was a minor beat, thought it didn't move the stock much initially. What really got things moving was the company’s efforts in artificial intelligence (“AI”). Google recently put off an AI event that was much better-received than its previous one, which showcased the company’s Bard chatbot making an error. Ever since the second, more successful AI presentation, Google stock has been rallying.What should shareholders make of all of this?First things first, I don’t believe that the massive amount of money being piled into companies that mention AI on earnings calls is being spent well. I think that NVIDIA (NASDAQ:NVDA) is way too expensive right now and I think that other tech companies are getting pricey too, albeit to a lesser degree.However, I actually don’t think the valuation Google has reached is ridiculous, even though recent buyers have been buying for questionable reasons. Going by multiples, GOOG is only slightly more expensive than the S&P 500, which now trades at 22 times earnings. Many other big tech companies trade at far wider premiums to the benchmark. For example, NVIDIA is currently trading at 29 times sales and 95 times earnings.If you’re going to buy a stock that has been swept up in the AI mania of 2023, then it would help to buy one that at least isn’t at a ridiculous valuation. And I think that logic applies to Google here. The company is being valued fairly richly, but not at a level where the current valuation defies logic. Furthermore, Google still has positive revenue growth, and its earnings did not decline by large percentages last quarter. These signs collectively suggest that it is a stronger company than some of its competitors are. However, it is really Google’s competitive position that argues for it being a good value today, and that’s what I will spend most of this article focusing on.Competitive LandscapeThe biggest reason for thinking that Google is at a reasonable valuation today is the fact that it has a strong competitive position. I wrote about this a few days ago in a Twitter post, which I’ve attached below. I will be expanding on these points in more detail in the paragraphs that follow.First, let’s talk about Google search. My Tweet was alluding to this in the first point arguing for Google’s strength even in a scenario where Bing defeats Bard.Bing’s chatbot was seen as a competitive threat to Google until very recently. It is built on ChatGPT, only unlike ChatGPT, it has internet access, and can deal with current events. This was seen as a major competitive threat to Google recently because Google is used to retrieve information, and Bing also retrieves information, with an AI twist. AI is very popular today, and the mere fact that Bing was combining AI and search was enough to get people worrying about Google’s market share.Fortunately, Google has not lost any market share. Bing’s market share peaked in October 2022, Google has made slight gains on it since then. Google still controls a full 86% of the market. As the following chart from Statcounter shows, Google’s search market share has been growing for more than half a year.Google market share (Statcounter)The empirical data does not support the idea that Bing is an imminent competitive threat to Google. However, let’s not rush to conclusions. Perhaps Google bears are right and Bing will eventually beat Google Bard in the battle of the chatbots.That may in fact happen. Bing is getting better early reviews than Bard, but that doesn’t change the fact that Google is holding its search market share. Perhaps these chatbots aren’t as crucial to search as we were led to believe. If so, Google may have an opportunity to quietly push Bard aside, keeping people on the core Google search product without assuming the high costs that come with running chatbots.It’s a similar story with video. YouTube is currently #1 in online video, with a 75% market share. Frequently, we’ve seen TikTok and Meta Platforms’ (META) Instagram described as competitors to YouTube. And they are in part, but only in short form video. TikTok and Meta both typically feature short videos, with the average Insta reel coming in at seven to 15 seconds. They might take some “eyeballs” away from YouTube here and there, but they just aren’t competing with YouTube’s bread and butter, which is long form video. The average YouTube video is 11.7 minutes long, which is far longer than what you’ll find on Insta and TikTok. So, if you’re looking for interviews, video essays, and full music videos, you’re on YouTube. That portion of the online video market, Google/YouTube has on lock.Finally, the smartphone operating system market. Google is technically #1 in installs there, although Apple (AAPL) is #1 going by revenue, as the app store generates more sales than the Play Store does. Apple dominates the wealthy U.S. market, where people are more willing to spend money on apps than in the less developed markets that Android dominates.The point here is that Google has the low-end of the smartphone market locked down and seemingly always will. There are no cheap phones in Apple’s iPhone lineup, iPhone starts at $799. As long as people want smartphones for less than $800, there will be a market for Android phones.What all this comes down to is the fact that Google’s biggest competitors could make gains on it, and Google would still be strong. Bing could defeat Bard, yet Google Search as a whole would still be the #1 search. Insta and TikTok could dominate the short form video market, yet YouTube would still control the long form video market. iPhone could strengthen its position in premium phones, and Google would still be on top in budget phones. Google has so many advantages that it isn’t hard for it to remain a very profitable company. And that’s not even talking about Google Drive, Gmail, the newly-profitable cloud segment, or any of the company’s “other bets.”ValuationHaving looked at Google’s competitive position, we can now turn to valuation. At today’s prices, Google stock trades at:27.3 times earnings.5.6 times sales.5.5 times book value.6 times operating cash flow.25.78 times free cash flow.Even after Google’s big rally, the stock is only a little more richly valued than the NASDAQ-100 as a whole.Speaking of free cash flow:According to Seeking Alpha Quant, Google has $4.79 in free cash flow per share. If you discount that at the 10 year treasury yield (3.68%), you get a $130 price target, assuming 0% growth. Of course, this discounted cash flow valuation uses no risk premium, but on the other hand, it assumes 0% growth; is the ‘risk’ to Google growing at just 0% so high? It seems like the company only needs to exercise some cost discipline to achieve such growth. Google’s competitive position is very strong, which means that stable revenue and margins shouldn’t be an issue. So, perhaps discounting at the treasury yield alone is appropriate for such a conservative scenario.One Risk to Watch Out ForAs we’ve seen, Google has an incredibly strong competitive position and is not particularly richly valued. Depending on whether it can get its positive earnings growth back in the next few quarters, its stock may continue rising. However, there is one big risk that investors will want to watch out for here:Anti-trust risk. Google has a very strong competitive position, and it often gets sued because of that fact. The DOJ is working on a lawsuit against Google as we speak, and the company recently got sued for $4 billion in the EU. Google already lost one appeal against that ruling so there aren’t many appeals left before it is finally forced to pay out. When a company has as many dominant subsidiaries as Google does, it tends to attract the scrutiny of regulators. So, investors will want to watch out for Google’s anti-trust risk.Nevertheless, GOOG is a great stock overall. The company has a very strong competitive position and the valuation is not that bad compared to most large tech companies these days. I’d say I’ll continue holding Google stock for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941937117,"gmtCreate":1679913956640,"gmtModify":1679913960388,"author":{"id":"4140193290374182","authorId":"4140193290374182","name":"gelatoz","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140193290374182","authorIdStr":"4140193290374182"},"themes":[],"htmlText":"Man with his words , EM .&nbsp;","listText":"Man with his words , EM .&nbsp;","text":"Man with his words , EM .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941937117","repostId":"1109387062","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}