Hugo Sing personal page - To The Moon

Hugo Sing

Hugo Sing

No personal profile

10Follow

0Followers

0Topic

0Badge

04-30

What Enron Musk knows that we don't know [LOL] [LOL]

Musk Lays off Tesla Senior Executives in Fresh Job Cuts, The Information Reports

04-29

Enron musk been pumping his stock on FSD since 2016... should have been live in 2018... Today he is playing a trump card again wiht China😂 And btw Elon at 60 times forward earnings they don't value your as a car company...

For Tesla Stock Investors, There Are Only Three Letters That Matter

04-06

Celebrating my tiger/ cat 2-month birthday

03-18

Great start of 2024!

03-17

With election in sight, they will tamp down their hawkishness and let the tech casino flying!! They are market dependent not data dependent! 😂😂

The Fed Meeting Preview: Expect A Hawkish Turn, Possibly A “Higher-Until-Recession"

03-15

Everything she touches is doom to fail, she is the worst stock picker.. ok with Jim cramer 😂

Cathie Wood to Tesla's Rescue? Ark Invest Scoops up $35M of EV Giant's Sliding Stock

03-14

$Tiger Brokers(TIGR)$ I've been using the Tiger debit card for more than a month in multiple countries and it works like a charm. My main frustration is being forced to redeem our cashback in tesla fractional shares. I would have preferred more flexibility like being able to redeem other shares and precious metals like gold or silver.

03-12

$COIN 20240322 310.0 CALL$

03-09

No wonder why #platinum has been trading so poorly lately. Small traders have been pilling up long bets to reach a 2-yr high 😂😂 Best contrarian indicator? #commodities #preciousmetals #COT $PL

03-09

Not a bad Q1🙏🙏 #profit

03-09

Never!

How Soon Will Super Micro Computer Stock Hit $2,000?

03-09

She is right for once 😂👍

Cathie Wood Says Semiconductor Stocks Risk a Correction

01-31

The queen of falling knife😂

Cathie Wood's Largest Holding Isn't Tesla or Nvidia, It's Coinbase

01-26

$QQQ 20240209 423.0 PUT$ 🔥🔥🔥

01-25

$QQQ 20240209 423.0 PUT$

01-05

#Silver Futures short term trend remains fragile

#silver snapped 5-day losing streak, finding some support at $23 closing flat at $23.18/oz 🔴Short term trend remains fragile with traders accumulating bearish bets on strike 22.5/ 23 ⚠️all eyes on December #jobreport as a hot print will add volatility to the metal

#Silver Futures short term trend remains fragile

2023-11-24

#silver $SI remains capped by its $24 call wall ( highest gamma) until dec23 expiration on Monday. Interests building up on strike $25 for Mar'24 contract. Below daily levels⬇️

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":4163662601522872,"uuid":"4163662601522872","gmtCreate":1700577122866,"gmtModify":1706152651976,"name":"Hugo Sing","pinyin":"hugosinghugosing","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":10,"tweetSize":17,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":"93.87%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.05","exceedPercentage":"93.18%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.05","exceedPercentage":"80.26%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":300790582067336,"gmtCreate":1714454623281,"gmtModify":1714454628007,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"What Enron Musk knows that we don't know&nbsp;[LOL]&nbsp;&nbsp;[LOL]&nbsp;&nbsp;","listText":"What Enron Musk knows that we don't know&nbsp;[LOL]&nbsp;&nbsp;[LOL]&nbsp;&nbsp;","text":"What Enron Musk knows that we don't know [LOL] [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300790582067336","repostId":"2431433205","repostType":2,"repost":{"id":"2431433205","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":1714453620,"share":"https://www.laohu8.com/m/news/2431433205?lang=&edition=full","pubTime":"2024-04-30 13:07","market":"us","language":"en","title":"Musk Lays off Tesla Senior Executives in Fresh Job Cuts, The Information Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2431433205","media":"Reuters","summary":"April 30 (Reuters) - Elon Musk is thinning Tesla's senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early ","content":"<html><head></head><body><p>April 30 (Reuters) - Elon Musk is thinning Tesla&#39;s senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.</p><p>Rebecca Tinucci, senior director of the electric vehicle maker&#39;s Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.</p><p>In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.</p><p>&#34;Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,&#34; Musk wrote in the email, the report said. &#34;While some on exec staff are taking this seriously, most are not yet doing so.&#34;</p><p>Tesla&#39;s public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.</p><p>Tesla did not immediately respond to Reuters&#39; request for comment.</p><p>Earlier this month, Tesla ordered the layoffs of more than 10% of its global workforce, as it grapples with falling sales and an intensifying price war for electric vehicles (EVs).</p><p>Two senior leaders, battery development chief Drew Baglino and Patel also announced their departures, drawing posts of thanks from Musk although some investors were concerned.</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>Musk Lays off Tesla Senior Executives in Fresh Job Cuts, The Information Reports</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\">\nMusk Lays off Tesla Senior Executives in Fresh Job Cuts, The Information Reports\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\">2024-04-30 13:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>April 30 (Reuters) - Elon Musk is thinning Tesla&#39;s senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.</p><p>Rebecca Tinucci, senior director of the electric vehicle maker&#39;s Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.</p><p>In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.</p><p>&#34;Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,&#34; Musk wrote in the email, the report said. &#34;While some on exec staff are taking this seriously, most are not yet doing so.&#34;</p><p>Tesla&#39;s public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.</p><p>Tesla did not immediately respond to Reuters&#39; request for comment.</p><p>Earlier this month, Tesla ordered the layoffs of more than 10% of its global workforce, as it grapples with falling sales and an intensifying price war for electric vehicles (EVs).</p><p>Two senior leaders, battery development chief Drew Baglino and Patel also announced their departures, drawing posts of thanks from Musk although some investors were concerned.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4134":"信息科技咨询与其它服务","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4099":"汽车制造商","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4592":"伊斯兰概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4588":"碎股"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431433205","content_text":"April 30 (Reuters) - Elon Musk is thinning Tesla's senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.Rebecca Tinucci, senior director of the electric vehicle maker's Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.\"Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,\" Musk wrote in the email, the report said. \"While some on exec staff are taking this seriously, most are not yet doing so.\"Tesla's public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.Tesla did not immediately respond to Reuters' request for comment.Earlier this month, Tesla ordered the layoffs of more than 10% of its global workforce, as it grapples with falling sales and an intensifying price war for electric vehicles (EVs).Two senior leaders, battery development chief Drew Baglino and Patel also announced their departures, drawing posts of thanks from Musk although some investors were concerned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300506638512320,"gmtCreate":1714385383898,"gmtModify":1714385389666,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Enron musk been pumping his stock on FSD since 2016... should have been live in 2018...&nbsp; Today he is playing a trump card again wiht China😂 And btw Elon at 60 times forward earnings they don't value&nbsp;your as a car company...&nbsp;","listText":"Enron musk been pumping his stock on FSD since 2016... should have been live in 2018...&nbsp; Today he is playing a trump card again wiht China😂 And btw Elon at 60 times forward earnings they don't value&nbsp;your as a car company...&nbsp;","text":"Enron musk been pumping his stock on FSD since 2016... should have been live in 2018... Today he is playing a trump card again wiht China😂 And btw Elon at 60 times forward earnings they don't value your as a car company...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300506638512320","repostId":"2430208567","repostType":4,"repost":{"id":"2430208567","pubTimestamp":1714301638,"share":"https://www.laohu8.com/m/news/2430208567?lang=&edition=full","pubTime":"2024-04-28 18:53","market":"us","language":"en","title":"For Tesla Stock Investors, There Are Only Three Letters That Matter","url":"https://stock-news.laohu8.com/highlight/detail?id=2430208567","media":"Motley Fool","summary":"Tesla is betting its future on autonomy.","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla reported another round of disappointing results in the first quarter.</p></li><li><p>The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.</p></li><li><p>FSD could unlock a huge revenue stream for Tesla, but the company also faces significant competition.</p></li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> didn&#39;t have a lot of good news to share with investors in its first-quarter earnings report this week.</p><p>As the company said in its summary, challenges including the Red Sea conflict, an arson attack at its factory in Berlin, and the ramp-up of its updated Model 3 all added to costs and weighed on performance.</p><p>The company also noted industrywide challenges in electric vehicles (EVs) as EV sales seem to have plateaued in the industry. Tesla already reported a 9% decline in first-quarter deliveries and Q1 revenue was also down 9% to $21.3 billion, missing the consensus at $22.15 billion. Automotive revenue was down even more sharply, falling 13% to $17.4 billion, a function of price cuts in both the industry and at Tesla.</p><p>Those price cuts led to a sharp decline in operating margin from 11.4% to 5.5% and adjusted earnings per share slipped from $0.85 to $0.45, below analyst estimates at $0.51.</p><p>Despite the weak results, Tesla stock soared after hours, closing the extra session up 13.3%. CEO Elon Musk pulled off a familiar sleight of hand, focusing investor attention on future products rather than current struggles. His pitch was enough to reinvigorate the stock price.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e1f183d2da6094a52c83e265bc1f2be\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Tesla.</p><h2 id=\"id_1614427244\">&#34;We should be thought of as an AI or robotics company&#34;</h2><p>Much of the earnings call focused on the company&#39;s goal of achieving vehicle autonomy, or full self-driving, FSD for short.</p><p>Musk essentially staked the company&#39;s future on FSD, saying, &#34;If somebody doesn&#39;t believe Tesla is going to solve autonomy, I think they should not be an investor in the company.&#34; He also envisions a future where FSD allows Tesla owners to lease out their cars, adding value to them, driving demand, and building a whole new business for Tesla as it operates its own autonomous ride-sharing network.</p><p>In fact, Musk&#39;s comment above about the company deserving of being valued as an artificial intelligence (AI) company rather than an automaker shows he sees a future beyond just EVs, and it&#39;s clear why he said that.</p><p>Even after Tesla stock has tumbled this year, it still trades at a substantial premium to other conventional auto stocks like <strong>General Motors</strong>, <strong>Ford Motor Company</strong>, and <strong>Toyota. </strong>Part of that premium owes to Tesla&#39;s status as a pure-play EV maker as EVs are seen as the future of the industry. However, with EV sales growth now stalling and price competition weighing on margins, the EV growth story seems to have been dialed down substantially. Tesla acknowledged that its vehicle volume growth rate &#34;may be notably lower&#34; than in 2023.</p><p>Given those challenges, a greater portion of Tesla stock&#39;s premium may now stem from its potential in AI and full self-driving.</p><h2 id=\"id_2867817800\">All eyes on FSD</h2><p>As Musk sees it, Tesla is in pole position in the autonomous vehicle race because it has more than 5 million cars on the road. The company can virtually flip a switch to enable them for full self-driving when the technology is ready. Musk promised: &#34;It&#39;s only a matter of time before we exceed the reliability of humans in not much time with that. And we&#39;re really headed for an electric vehicle and autonomous future.&#34;</p><p>The opportunity in autonomous vehicles is likely massive, but it&#39;s a mistake to assume that Tesla will have this market to itself. <strong>Alphabet</strong>&#39;s Waymo has racked up millions of rider-only miles in the cities where it&#39;s offering autonomous ride-sharing, which now include Phoenix, San Francisco, and Los Angeles.</p><p>Other automakers like GM and Ford have their own self-driving technology, and plenty of tech companies are also involved in the AV race, like <strong>Amazon</strong>&#39;s Zoox and <strong>Intel</strong>&#39;s Mobileye.</p><p>Outside of Musk&#39;s own conjecture, there&#39;s little evidence that Tesla is leading the FSD race. For example, last year <em>Consumer Reports </em>ranked Ford&#39;s BlueCruise AV technology ahead of Tesla&#39;s. In fact, the renowned product-testing service said GM, <strong>Mercedes-Benz</strong>, <strong>BMW</strong>, Toyota, and <strong>Volkswagen</strong> all topped Tesla in self-driving technology.</p><p>That doesn&#39;t mean Tesla&#39;s technology isn&#39;t on the verge of a significant breakthrough, but investors should take Musk&#39;s words with a grain of salt.</p><p>The Tesla CEO is mercurial, and he&#39;s prone to hyperbole. While he&#39;s clearly a visionary leader and deserves more credit than anyone for taking EVs mainstream, he&#39;s also overpromised on a number of occasions.</p><p>If FSD evolves the way Musk envisions it, it would certainly be a game changer for the company, but investors should be aware that a considerable premium is already priced into Tesla stock. As Musk said himself, at this point, investing in Tesla stock seems to be more of a wager on Tesla&#39;s potential in full self-driving than anything else, and that can swing both ways.</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>For Tesla Stock Investors, There Are Only Three Letters That Matter</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\">\nFor Tesla Stock Investors, There Are Only Three Letters That Matter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-28 18:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla reported another round of disappointing results in the first quarter.The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.FSD ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4592":"伊斯兰概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4588":"碎股","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","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","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://www.fool.com/investing/2024/04/27/for-tesla-stock-investors-there-are-only-three-let/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430208567","content_text":"Tesla reported another round of disappointing results in the first quarter.The stock jumped double digits after hours after Elon Musk talked up the potential in full self-driving (FSD) technology.FSD could unlock a huge revenue stream for Tesla, but the company also faces significant competition.Tesla  didn't have a lot of good news to share with investors in its first-quarter earnings report this week.As the company said in its summary, challenges including the Red Sea conflict, an arson attack at its factory in Berlin, and the ramp-up of its updated Model 3 all added to costs and weighed on performance.The company also noted industrywide challenges in electric vehicles (EVs) as EV sales seem to have plateaued in the industry. Tesla already reported a 9% decline in first-quarter deliveries and Q1 revenue was also down 9% to $21.3 billion, missing the consensus at $22.15 billion. Automotive revenue was down even more sharply, falling 13% to $17.4 billion, a function of price cuts in both the industry and at Tesla.Those price cuts led to a sharp decline in operating margin from 11.4% to 5.5% and adjusted earnings per share slipped from $0.85 to $0.45, below analyst estimates at $0.51.Despite the weak results, Tesla stock soared after hours, closing the extra session up 13.3%. CEO Elon Musk pulled off a familiar sleight of hand, focusing investor attention on future products rather than current struggles. His pitch was enough to reinvigorate the stock price.Image source: Tesla.\"We should be thought of as an AI or robotics company\"Much of the earnings call focused on the company's goal of achieving vehicle autonomy, or full self-driving, FSD for short.Musk essentially staked the company's future on FSD, saying, \"If somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company.\" He also envisions a future where FSD allows Tesla owners to lease out their cars, adding value to them, driving demand, and building a whole new business for Tesla as it operates its own autonomous ride-sharing network.In fact, Musk's comment above about the company deserving of being valued as an artificial intelligence (AI) company rather than an automaker shows he sees a future beyond just EVs, and it's clear why he said that.Even after Tesla stock has tumbled this year, it still trades at a substantial premium to other conventional auto stocks like General Motors, Ford Motor Company, and Toyota. Part of that premium owes to Tesla's status as a pure-play EV maker as EVs are seen as the future of the industry. However, with EV sales growth now stalling and price competition weighing on margins, the EV growth story seems to have been dialed down substantially. Tesla acknowledged that its vehicle volume growth rate \"may be notably lower\" than in 2023.Given those challenges, a greater portion of Tesla stock's premium may now stem from its potential in AI and full self-driving.All eyes on FSDAs Musk sees it, Tesla is in pole position in the autonomous vehicle race because it has more than 5 million cars on the road. The company can virtually flip a switch to enable them for full self-driving when the technology is ready. Musk promised: \"It's only a matter of time before we exceed the reliability of humans in not much time with that. And we're really headed for an electric vehicle and autonomous future.\"The opportunity in autonomous vehicles is likely massive, but it's a mistake to assume that Tesla will have this market to itself. Alphabet's Waymo has racked up millions of rider-only miles in the cities where it's offering autonomous ride-sharing, which now include Phoenix, San Francisco, and Los Angeles.Other automakers like GM and Ford have their own self-driving technology, and plenty of tech companies are also involved in the AV race, like Amazon's Zoox and Intel's Mobileye.Outside of Musk's own conjecture, there's little evidence that Tesla is leading the FSD race. For example, last year Consumer Reports ranked Ford's BlueCruise AV technology ahead of Tesla's. In fact, the renowned product-testing service said GM, Mercedes-Benz, BMW, Toyota, and Volkswagen all topped Tesla in self-driving technology.That doesn't mean Tesla's technology isn't on the verge of a significant breakthrough, but investors should take Musk's words with a grain of salt.The Tesla CEO is mercurial, and he's prone to hyperbole. While he's clearly a visionary leader and deserves more credit than anyone for taking EVs mainstream, he's also overpromised on a number of occasions.If FSD evolves the way Musk envisions it, it would certainly be a game changer for the company, but investors should be aware that a considerable premium is already priced into Tesla stock. As Musk said himself, at this point, investing in Tesla stock seems to be more of a wager on Tesla's potential in full self-driving than anything else, and that can swing both ways.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":292202723381304,"gmtCreate":1712364470621,"gmtModify":1712364475660,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Celebrating my tiger/ cat 2-month birthday","listText":"Celebrating my tiger/ cat 2-month birthday","text":"Celebrating my tiger/ cat 2-month birthday","images":[{"img":"https://community-static.tradeup.com/news/1f1dc6eb47ba0a48903f49d09c7708cb"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/292202723381304","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0},"content":"Oh my goodness!, you have the cutest darn kitten!!!","text":"Oh my goodness!, you have the cutest darn kitten!!!","html":"Oh my goodness!, you have the cutest darn kitten!!!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":285659727872192,"gmtCreate":1710775963182,"gmtModify":1710775967805,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Great start of 2024!","listText":"Great start of 2024!","text":"Great start of 2024!","images":[{"img":"https://community-static.tradeup.com/news/5022a27df0d3ee41ba650bc2fa27ff2b","width":"1284","height":"1140"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285659727872192","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":285343454781600,"gmtCreate":1710670015223,"gmtModify":1710670019264,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"With&nbsp;election in sight, they will tamp down their hawkishness and let the tech casino flying!! They are market dependent not data dependent! 😂😂 &nbsp;","listText":"With&nbsp;election in sight, they will tamp down their hawkishness and let the tech casino flying!! They are market dependent not data dependent! 😂😂 &nbsp;","text":"With election in sight, they will tamp down their hawkishness and let the tech casino flying!! They are market dependent not data dependent! 😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285343454781600","repostId":"1165320131","repostType":2,"repost":{"id":"1165320131","pubTimestamp":1710662515,"share":"https://www.laohu8.com/m/news/1165320131?lang=&edition=full","pubTime":"2024-03-17 16:01","market":"us","language":"en","title":"The Fed Meeting Preview: Expect A Hawkish Turn, Possibly A “Higher-Until-Recession\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1165320131","media":"seekingalpha","summary":"The FOMC met in January 2024, but it did not release the SEP projections. However, the FOMC statement deleted the reference to \"policy firming\" and included the following sentence:The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.The sentence above confirms that the Fed's next move is the interest rate cut. However, the timing of the eventual cut appears to be data-dependent","content":"<html><head></head><body><h2 id=\"id_2111538725\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>The Fed is expected to revise the SEP projections and signals less than three cuts in 2024, and further delay the first cut - which is essentially a &#34;higher-for-longer&#34;.</p></li><li><p>More importantly, an expected &#34;higher-for-longer&#34; could be interpreted as a &#34;higher-until-recession&#34;, which increases the probability of a recessionary bear market.</p></li><li><p>Even the modest hawkish turn could trigger an imminent correction in the S&amp;P500 due to the PE multiple contraction, as the speculative fever reverses.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f988d05ea2828caa5c9d9cd171a0cc19\" alt=\"Fed Chair Powell Testifies In Senate Banking Hearing\" title=\"Fed Chair Powell Testifies In Senate Banking Hearing\" tg-width=\"750\" tg-height=\"500\"/><span>Fed Chair Powell Testifies In Senate Banking Hearing</span></p><h2 id=\"id_2556363053\">The December SEP projections</h2><p>The FOMC is set to meet next week and will likely decide to leave the Federal Funds unchanged at the 5.25-5.50% range.</p><p>However, the market is starting to price the Fed&#39;s hawkish turn - or a signal from the Fed that it plans to cut interest rates less than 3 times in 2024, which is likely to be reflected in the revised Summary of Economic Projections SEP.</p><p>The last SEP projections from the December 2023 FOMC meeting are as follows:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d773c651aaa2e9a6fe8642ca50336e7d\" alt=\"SEP\" title=\"SEP\" tg-width=\"377\" tg-height=\"316\"/><span>SEP</span></p><ul style=\"\"><li><p>The FOMC signaled in December of 2023 that it plans to cut interest rates three times (from 5.33% to 4.6%) in 2024.</p></li><li><p>However, the FOMC also expected that 1) nominal GDP growth would slow to 1.4% in 2024, and 2) the unemployment rate would increase to 4.1%.</p></li><li><p>Thus, the FOMC was confident in December that these macro conditions would ensure that the core PCE inflation continues to gradually (sustainably) fall towards the 2% target, reaching the 2.4% mark in 2024.</p></li></ul><p>The FOMC statement following the December meeting included the sentence:</p><blockquote><p>In determining the extent of any additional policy firming that may be appropriate to return inflation to 2 percent over time...</p></blockquote><p>The sentence above still reflected a possible tightening bias by mentioning &#34;additional policy firming&#34;, however the revision of the projected appropriate policy path from 5.1% to 4.6% was a major dovish turn from the September FOMC meeting.</p><h2 id=\"id_910119847\">What happened since the December 2023 meeting?</h2><p>The FOMC met in January 2024, but it did not release the SEP projections. However, the FOMC statement deleted the reference to &#34;policy firming&#34; and included the following sentence:</p><blockquote><p>The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.</p></blockquote><p>The sentence above confirms that the Fed&#39;s next move is the interest rate cut. However, the timing of the eventual cut appears to be data-dependent - the Fed needs &#34;greater confidence&#34; that inflation is moving towards the 2% target.</p><p>This is essentially a &#34;higher-for-little-longer&#34; policy, so no immediate cuts were signaled.</p><p>However, the economic data since the December meeting does not support the policy easing - on the contrary, it suggests additional policy firming might be more appropriate. Here is why:</p><ul style=\"\"><li><p><strong>Inflation is accelerating</strong></p></li></ul><p>First of all, inflation is actually accelerating. The core CPI for January and February increased by 0.4% month-over-month, which led to an increase in the quarterly annualized core CPI inflation to 4.16%. The core PCE also increased by 0.4% MoM in January.</p><p>The graph below tells it all, monthly core CPI inflation has been increasing since June 2023, and once the base effects fade in June, the annual core CPI will start to increase.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c95078f63e350b974ddc7d4a6929784\" alt=\"Core CPI MoM\" title=\"Core CPI MoM\" tg-width=\"640\" tg-height=\"261\"/><span>Core CPI MoM</span></p><ul style=\"\"><li><p><strong>The labor market is still very robust</strong></p></li></ul><p>The labor market has been very strong based on the initial weekly claims for unemployment, which are still just above the 200K - and that&#39;s very low based on the historical standards.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e59b2888052f23f075b8be03b93fe11c\" alt=\"Initial weekly claims\" title=\"Initial weekly claims\" tg-width=\"640\" tg-height=\"262\"/><span>Initial weekly claims</span></p><p>The payroll data has been very robust, and despite the revisions to the January data, the new job creation actually accelerated over the last three months, as the graph below shows.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ef076337cad7d034be4149085ac1dfc9\" alt=\"Payrolls\" title=\"Payrolls\" tg-width=\"640\" tg-height=\"259\"/><span>Payrolls</span></p><ul style=\"\"><li><p><strong>GDP growth is still well above the prediction</strong></p></li></ul><p>Thus, given the strong labor market, the real GDP growth seems to be around 2.3-2.5% for Q1 2024 based on the GDPNow measure, which is slower than the growth in Q4 2023, but still well above the Fed&#39;s 1.4% projection.</p><ul style=\"\"><li><p><strong>Financial markets have been under speculative mania</strong></p></li></ul><p>Since the Fed&#39;s dovish turn in December 2023, which was signaled in November, the financial conditions have loosened significantly, with the interest rates falling, USD depreciating, and the stock market soaring. In addition, the most speculative assets such as Bitcoin also soared. Here is the chart of AI-themed Super Micro Computer (SMCI), which is up 276% in 2024, and over 1000% since late 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9d0623571b7bd51ef1833eb474764af\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><h4 id=\"id_1515050472\">The expected hawkish turn at the March meeting</h4><p>At the next meeting, the FOMC will evaluate the data since the last meeting in January, and since the last SEP projections in December, and make the necessary adjustments.</p><ul style=\"\"><li><p>Obviously, the FOMC will notice that inflation is not falling towards the 2% target as expected, and it&#39;s possibly accelerating.</p></li><li><p>Further, the FOMC will discuss the possibility that the neutral rate is much higher than initially estimated, and thus, the current policy rate is not as restrictive as initially expected.</p></li><li><p>Thus, the FOMC will reevaluate the projected appropriate policy path.</p></li><li><p>The obvious implication would be that the premature policy easing in December is loosening the financial conditions, which is boosting the inflationary pressures.</p></li><li><p>As a result, the FOMC should conclude that further monetary policy tightening is needed to tame the speculative fever and to broadly tighten the financial conditions.</p></li><li><p>However, the FOMC seems to be under political pressure to cut interest rates leading to the elections, based on Powell&#39;s testimony to Congress and admission that the Fed is &#34;not too far from cutting interest rates&#34; - despite the &#34;hot&#34; inflationary data.</p></li><li><p>Thus, the FOMC is likely to revise the SEP projections and signal 1-2 cuts in 2024, and keep the statement &#34;<em>The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent</em>.&#34;</p></li><li><p>Even this slight adjustment is likely to be interpreted as a hawkish turn.</p></li><li><p>The December Federal Funds futures are currently implying a 4.7% policy rate by the end of 2024, above the Fed&#39;s 4.6% prediction.</p></li></ul><h2 id=\"id_341927152\">The big picture</h2><p>In the big picture, it is all about whether the Fed needs to induce a recession to bring inflation sustainably towards the 2% target.</p><p>The Fed&#39;s dovish turn in December signaled that the Fed does not need to induce a recession, and that a soft-landing&#34; would be sufficient for inflation to return to the 2% target.</p><p>However, the longer the yield curve stays inverted, the higher the probability of a recession. The yield curve is currently inverted for the longest time ever. That means that the probability of a recession is already very high, and the delayed normalization only increased the chance that the economy slips into a deep recession.</p><p>Thus, even a modest hawkish turn where the Fed further delays normalization is essentially a &#34;higher-for-longer policy&#34;, or a &#34;higher-until-recession&#34; policy. In other words, the Fed could be becoming aware that it might have to induce a &#34;hard landing&#34; - similarly to all other hiking cycles, except in 1995.</p><h2 id=\"id_109542545\">Implications</h2><p>The S&amp;P 500 (SP500) PE ratio is currently above 23, while the expected 2024 earnings growth is around 10%. Thus, SP500 is overvalued by historical standards, while the expected earnings growth does not assume even a modest slowdown. Both of these metrics are irrational, given the current macro situation.</p><p>As a result, the S&amp;P500 is likely to significantly correct over the near term, and the intermediate term.</p><ul style=\"\"><li><p>First, the expected hawkish turn by the Fed (SEP revision) is likely to cause the reversal of the speculative fever since the premature dovish turn in December, and thus, the PE multiple contraction</p></li><li><p>Second, the probability of a recession is increasing with the delayed cuts, and thus, the earnings growth expectations for 2024 are likely to be downgraded, which is likely to culminate with a major recessionary bear market.</p></li></ul><p>Thus, I am downgrading my outlook for S&amp;P 500 (SPY) (SPX) from Neutral to Sell.</p><p>Obviously, the key risk to the outlook is if the Fed actually signals a cut in June, by stating that it&#39;s getting &#34;more confident&#34; that inflation is falling sustainably towards the 2% target - ignoring the data, and succumbing to political pressure. The signal of a politically influenced Fed could light the fire under the current speculative bubbles, in which case I will quickly revise my recommendation accordingly.</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 Fed Meeting Preview: Expect A Hawkish Turn, Possibly A “Higher-Until-Recession\"</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 Meeting Preview: Expect A Hawkish Turn, Possibly A “Higher-Until-Recession\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-17 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4678657-fed-meeting-preview-expect-hawkish-turn-possibly-higher-until-recession><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed is expected to revise the SEP projections and signals less than three cuts in 2024, and further delay the first cut - which is essentially a \"higher-for-longer\".More importantly, an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4678657-fed-meeting-preview-expect-hawkish-turn-possibly-higher-until-recession\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4678657-fed-meeting-preview-expect-hawkish-turn-possibly-higher-until-recession","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165320131","content_text":"SummaryThe Fed is expected to revise the SEP projections and signals less than three cuts in 2024, and further delay the first cut - which is essentially a \"higher-for-longer\".More importantly, an expected \"higher-for-longer\" could be interpreted as a \"higher-until-recession\", which increases the probability of a recessionary bear market.Even the modest hawkish turn could trigger an imminent correction in the S&P500 due to the PE multiple contraction, as the speculative fever reverses.Fed Chair Powell Testifies In Senate Banking HearingThe December SEP projectionsThe FOMC is set to meet next week and will likely decide to leave the Federal Funds unchanged at the 5.25-5.50% range.However, the market is starting to price the Fed's hawkish turn - or a signal from the Fed that it plans to cut interest rates less than 3 times in 2024, which is likely to be reflected in the revised Summary of Economic Projections SEP.The last SEP projections from the December 2023 FOMC meeting are as follows:SEPThe FOMC signaled in December of 2023 that it plans to cut interest rates three times (from 5.33% to 4.6%) in 2024.However, the FOMC also expected that 1) nominal GDP growth would slow to 1.4% in 2024, and 2) the unemployment rate would increase to 4.1%.Thus, the FOMC was confident in December that these macro conditions would ensure that the core PCE inflation continues to gradually (sustainably) fall towards the 2% target, reaching the 2.4% mark in 2024.The FOMC statement following the December meeting included the sentence:In determining the extent of any additional policy firming that may be appropriate to return inflation to 2 percent over time...The sentence above still reflected a possible tightening bias by mentioning \"additional policy firming\", however the revision of the projected appropriate policy path from 5.1% to 4.6% was a major dovish turn from the September FOMC meeting.What happened since the December 2023 meeting?The FOMC met in January 2024, but it did not release the SEP projections. However, the FOMC statement deleted the reference to \"policy firming\" and included the following sentence:The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.The sentence above confirms that the Fed's next move is the interest rate cut. However, the timing of the eventual cut appears to be data-dependent - the Fed needs \"greater confidence\" that inflation is moving towards the 2% target.This is essentially a \"higher-for-little-longer\" policy, so no immediate cuts were signaled.However, the economic data since the December meeting does not support the policy easing - on the contrary, it suggests additional policy firming might be more appropriate. Here is why:Inflation is acceleratingFirst of all, inflation is actually accelerating. The core CPI for January and February increased by 0.4% month-over-month, which led to an increase in the quarterly annualized core CPI inflation to 4.16%. The core PCE also increased by 0.4% MoM in January.The graph below tells it all, monthly core CPI inflation has been increasing since June 2023, and once the base effects fade in June, the annual core CPI will start to increase.Core CPI MoMThe labor market is still very robustThe labor market has been very strong based on the initial weekly claims for unemployment, which are still just above the 200K - and that's very low based on the historical standards.Initial weekly claimsThe payroll data has been very robust, and despite the revisions to the January data, the new job creation actually accelerated over the last three months, as the graph below shows.PayrollsGDP growth is still well above the predictionThus, given the strong labor market, the real GDP growth seems to be around 2.3-2.5% for Q1 2024 based on the GDPNow measure, which is slower than the growth in Q4 2023, but still well above the Fed's 1.4% projection.Financial markets have been under speculative maniaSince the Fed's dovish turn in December 2023, which was signaled in November, the financial conditions have loosened significantly, with the interest rates falling, USD depreciating, and the stock market soaring. In addition, the most speculative assets such as Bitcoin also soared. Here is the chart of AI-themed Super Micro Computer (SMCI), which is up 276% in 2024, and over 1000% since late 2023.ChartThe expected hawkish turn at the March meetingAt the next meeting, the FOMC will evaluate the data since the last meeting in January, and since the last SEP projections in December, and make the necessary adjustments.Obviously, the FOMC will notice that inflation is not falling towards the 2% target as expected, and it's possibly accelerating.Further, the FOMC will discuss the possibility that the neutral rate is much higher than initially estimated, and thus, the current policy rate is not as restrictive as initially expected.Thus, the FOMC will reevaluate the projected appropriate policy path.The obvious implication would be that the premature policy easing in December is loosening the financial conditions, which is boosting the inflationary pressures.As a result, the FOMC should conclude that further monetary policy tightening is needed to tame the speculative fever and to broadly tighten the financial conditions.However, the FOMC seems to be under political pressure to cut interest rates leading to the elections, based on Powell's testimony to Congress and admission that the Fed is \"not too far from cutting interest rates\" - despite the \"hot\" inflationary data.Thus, the FOMC is likely to revise the SEP projections and signal 1-2 cuts in 2024, and keep the statement \"The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.\"Even this slight adjustment is likely to be interpreted as a hawkish turn.The December Federal Funds futures are currently implying a 4.7% policy rate by the end of 2024, above the Fed's 4.6% prediction.The big pictureIn the big picture, it is all about whether the Fed needs to induce a recession to bring inflation sustainably towards the 2% target.The Fed's dovish turn in December signaled that the Fed does not need to induce a recession, and that a soft-landing\" would be sufficient for inflation to return to the 2% target.However, the longer the yield curve stays inverted, the higher the probability of a recession. The yield curve is currently inverted for the longest time ever. That means that the probability of a recession is already very high, and the delayed normalization only increased the chance that the economy slips into a deep recession.Thus, even a modest hawkish turn where the Fed further delays normalization is essentially a \"higher-for-longer policy\", or a \"higher-until-recession\" policy. In other words, the Fed could be becoming aware that it might have to induce a \"hard landing\" - similarly to all other hiking cycles, except in 1995.ImplicationsThe S&P 500 (SP500) PE ratio is currently above 23, while the expected 2024 earnings growth is around 10%. Thus, SP500 is overvalued by historical standards, while the expected earnings growth does not assume even a modest slowdown. Both of these metrics are irrational, given the current macro situation.As a result, the S&P500 is likely to significantly correct over the near term, and the intermediate term.First, the expected hawkish turn by the Fed (SEP revision) is likely to cause the reversal of the speculative fever since the premature dovish turn in December, and thus, the PE multiple contractionSecond, the probability of a recession is increasing with the delayed cuts, and thus, the earnings growth expectations for 2024 are likely to be downgraded, which is likely to culminate with a major recessionary bear market.Thus, I am downgrading my outlook for S&P 500 (SPY) (SPX) from Neutral to Sell.Obviously, the key risk to the outlook is if the Fed actually signals a cut in June, by stating that it's getting \"more confident\" that inflation is falling sustainably towards the 2% target - ignoring the data, and succumbing to political pressure. The signal of a politically influenced Fed could light the fire under the current speculative bubbles, in which case I will quickly revise my recommendation accordingly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284599329775816,"gmtCreate":1710488344687,"gmtModify":1710488367067,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Everything she touches is doom to fail, she is the worst stock&nbsp;picker.. ok with Jim&nbsp;cramer 😂","listText":"Everything she touches is doom to fail, she is the worst stock&nbsp;picker.. ok with Jim&nbsp;cramer 😂","text":"Everything she touches is doom to fail, she is the worst stock picker.. ok with Jim cramer 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284599329775816","repostId":"2419996230","repostType":2,"repost":{"id":"2419996230","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":1710487800,"share":"https://www.laohu8.com/m/news/2419996230?lang=&edition=full","pubTime":"2024-03-15 15:30","market":"us","language":"en","title":"Cathie Wood to Tesla's Rescue? Ark Invest Scoops up $35M of EV Giant's Sliding Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2419996230","media":"Benzinga","summary":"ZINGER KEY POINTSTesla is still the third largest holding of Ark's ARKK, having a 7.36% weighting in the flagship ETF.The recent weakness in Tesla stock is blamed on investor worries about a huge Q1 d","content":"<html><head></head><body><h4 id=\"id_4203814593\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Tesla is still the third largest holding of Ark&#39;s ARKK, having a 7.36% weighting in the flagship ETF.</p></li><li><p>The recent weakness in Tesla stock is blamed on investor worries about a huge Q1 deliveries miss.</p></li></ul><p><strong>Tesla, Inc.</strong> shares have been on a downward spiral this year amid worries about the EV giant potentially missing first-quarter delivery targets. Undeterred by the recent weakness, <strong>Cathie Wood</strong>‘s <strong>Ark Investment Management</strong> actively bought Tesla shares on Thursday.</p><p style=\"text-align: start;\"><strong>Ark’s Pile-Up: </strong>Ark purchased a total of 216,682 Tesla shares across three of its actively managed exchange-traded funds on Thursday. The purchase, valued at $35.21 million based on Tesla’s closing price of $162.50, is broken down as follows:</p><ul style=\"list-style-type: disc;\"><li><p>Ark Innovation ETF (ARKK): 161,956 shares</p></li><li><p>ARK Autonomous Technology &amp; Robotics ETF (ARKQ): 18,543 shares</p></li><li><p>Ark Next Generation Internet ETF (ARKW): 36,183 shares</p></li></ul><p style=\"text-align: start;\"><strong>Tesla Faces Headwinds</strong></p><p style=\"text-align: start;\">Tesla’s stock has been on a broader downtrend since late 2021, with the decline accelerating since mid-2023. This can be attributed to several factors:</p><ul style=\"list-style-type: disc;\"><li><p><strong>EV market slowdown:</strong> The overall electric vehicle market is experiencing a slowdown.</p></li><li><p><strong>Rising interest rates:</strong> Higher interest rates are generally negative for growth stocks like Tesla.</p></li><li><p><strong>Strategic concerns:</strong> Investors are concerned about a lack of transparency in communication, the absence of a low-end vehicle in Tesla’s product lineup, and recent aggressive price cuts.</p></li></ul><p><strong>Analyst Downgrades and Short Positions</strong></p><p style=\"text-align: start;\">Adding to the pressure, Wall Street analysts are increasingly lowering their delivery estimates for Tesla in the first quarter, suggesting their initial forecasts might have been overly optimistic.</p><p style=\"text-align: start;\">Furthermore, some prominent investors are taking a bearish stance. Longtime Tesla supporter and investor <strong>Kevin Paffrath</strong> recently announced shorting the stock, predicting a near-term drop to $148 or even $101. Additionally, <strong>Gary Black</strong> of <strong>Future Fund</strong> has significantly reduced his fund’s Tesla holdings.</p><p style=\"text-align: start;\"><strong>Wood Remains Bullish: </strong>In contrast to the prevailing bearish sentiment, Wood maintains a largely bullish outlook on Tesla and its long-term potential. Tesla remains the third-largest holding in her flagship ARKK fund, accounting for 7.36% of its portfolio with a value of $574.88 million.</p><p style=\"text-align: start;\">Other analysts, such as Wedbush’s <strong>Daniel Ives</strong>, also remain optimistic, pinning their hopes on advancements in AI technology to provide a boost to Tesla shares in the coming years.</p><p style=\"text-align: start;\"><strong>Market Performance: </strong>Tesla closed Thursday’s session down 4.12% at $162.50, marking its lowest closing price since May 4, 2023. ARKK also lost 3.22%, closing at $48.74, according to Benzinga Pro data.</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>Cathie Wood to Tesla's Rescue? Ark Invest Scoops up $35M of EV Giant's Sliding Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood to Tesla's Rescue? Ark Invest Scoops up $35M of EV Giant's Sliding Stock\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\">2024-03-15 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_4203814593\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Tesla is still the third largest holding of Ark&#39;s ARKK, having a 7.36% weighting in the flagship ETF.</p></li><li><p>The recent weakness in Tesla stock is blamed on investor worries about a huge Q1 deliveries miss.</p></li></ul><p><strong>Tesla, Inc.</strong> shares have been on a downward spiral this year amid worries about the EV giant potentially missing first-quarter delivery targets. Undeterred by the recent weakness, <strong>Cathie Wood</strong>‘s <strong>Ark Investment Management</strong> actively bought Tesla shares on Thursday.</p><p style=\"text-align: start;\"><strong>Ark’s Pile-Up: </strong>Ark purchased a total of 216,682 Tesla shares across three of its actively managed exchange-traded funds on Thursday. The purchase, valued at $35.21 million based on Tesla’s closing price of $162.50, is broken down as follows:</p><ul style=\"list-style-type: disc;\"><li><p>Ark Innovation ETF (ARKK): 161,956 shares</p></li><li><p>ARK Autonomous Technology &amp; Robotics ETF (ARKQ): 18,543 shares</p></li><li><p>Ark Next Generation Internet ETF (ARKW): 36,183 shares</p></li></ul><p style=\"text-align: start;\"><strong>Tesla Faces Headwinds</strong></p><p style=\"text-align: start;\">Tesla’s stock has been on a broader downtrend since late 2021, with the decline accelerating since mid-2023. This can be attributed to several factors:</p><ul style=\"list-style-type: disc;\"><li><p><strong>EV market slowdown:</strong> The overall electric vehicle market is experiencing a slowdown.</p></li><li><p><strong>Rising interest rates:</strong> Higher interest rates are generally negative for growth stocks like Tesla.</p></li><li><p><strong>Strategic concerns:</strong> Investors are concerned about a lack of transparency in communication, the absence of a low-end vehicle in Tesla’s product lineup, and recent aggressive price cuts.</p></li></ul><p><strong>Analyst Downgrades and Short Positions</strong></p><p style=\"text-align: start;\">Adding to the pressure, Wall Street analysts are increasingly lowering their delivery estimates for Tesla in the first quarter, suggesting their initial forecasts might have been overly optimistic.</p><p style=\"text-align: start;\">Furthermore, some prominent investors are taking a bearish stance. Longtime Tesla supporter and investor <strong>Kevin Paffrath</strong> recently announced shorting the stock, predicting a near-term drop to $148 or even $101. Additionally, <strong>Gary Black</strong> of <strong>Future Fund</strong> has significantly reduced his fund’s Tesla holdings.</p><p style=\"text-align: start;\"><strong>Wood Remains Bullish: </strong>In contrast to the prevailing bearish sentiment, Wood maintains a largely bullish outlook on Tesla and its long-term potential. Tesla remains the third-largest holding in her flagship ARKK fund, accounting for 7.36% of its portfolio with a value of $574.88 million.</p><p style=\"text-align: start;\">Other analysts, such as Wedbush’s <strong>Daniel Ives</strong>, also remain optimistic, pinning their hopes on advancements in AI technology to provide a boost to Tesla shares in the coming years.</p><p style=\"text-align: start;\"><strong>Market Performance: </strong>Tesla closed Thursday’s session down 4.12% at $162.50, marking its lowest closing price since May 4, 2023. ARKK also lost 3.22%, closing at $48.74, according to Benzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","BK4099":"汽车制造商","BK4581":"高盛持仓","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","ARKW":"ARK Next Generation Internation ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4592":"伊斯兰概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","ARKQ":"ARK Autonomous Technology & Robotics ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4527":"明星科技股","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","BK4588":"碎股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4544":"ARK ETF合集","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://news.google.com/rss/articles/CBMiigFodHRwczovL21hcmtldHMuYnVzaW5lc3NpbnNpZGVyLmNvbS9uZXdzL2V0Zi9jYXRoaWUtd29vZC10by10ZXNsYS1zLXJlc2N1ZS1hcmstaW52ZXN0LXNjb29wcy11cC0zNW0tb2YtZXYtZ2lhbnQtcy1zbGlkaW5nLXN0b2NrLTEwMzMxNjYxMDfSAQA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419996230","content_text":"ZINGER KEY POINTSTesla is still the third largest holding of Ark's ARKK, having a 7.36% weighting in the flagship ETF.The recent weakness in Tesla stock is blamed on investor worries about a huge Q1 deliveries miss.Tesla, Inc. shares have been on a downward spiral this year amid worries about the EV giant potentially missing first-quarter delivery targets. Undeterred by the recent weakness, Cathie Wood‘s Ark Investment Management actively bought Tesla shares on Thursday.Ark’s Pile-Up: Ark purchased a total of 216,682 Tesla shares across three of its actively managed exchange-traded funds on Thursday. The purchase, valued at $35.21 million based on Tesla’s closing price of $162.50, is broken down as follows:Ark Innovation ETF (ARKK): 161,956 sharesARK Autonomous Technology & Robotics ETF (ARKQ): 18,543 sharesArk Next Generation Internet ETF (ARKW): 36,183 sharesTesla Faces HeadwindsTesla’s stock has been on a broader downtrend since late 2021, with the decline accelerating since mid-2023. This can be attributed to several factors:EV market slowdown: The overall electric vehicle market is experiencing a slowdown.Rising interest rates: Higher interest rates are generally negative for growth stocks like Tesla.Strategic concerns: Investors are concerned about a lack of transparency in communication, the absence of a low-end vehicle in Tesla’s product lineup, and recent aggressive price cuts.Analyst Downgrades and Short PositionsAdding to the pressure, Wall Street analysts are increasingly lowering their delivery estimates for Tesla in the first quarter, suggesting their initial forecasts might have been overly optimistic.Furthermore, some prominent investors are taking a bearish stance. Longtime Tesla supporter and investor Kevin Paffrath recently announced shorting the stock, predicting a near-term drop to $148 or even $101. Additionally, Gary Black of Future Fund has significantly reduced his fund’s Tesla holdings.Wood Remains Bullish: In contrast to the prevailing bearish sentiment, Wood maintains a largely bullish outlook on Tesla and its long-term potential. Tesla remains the third-largest holding in her flagship ARKK fund, accounting for 7.36% of its portfolio with a value of $574.88 million.Other analysts, such as Wedbush’s Daniel Ives, also remain optimistic, pinning their hopes on advancements in AI technology to provide a boost to Tesla shares in the coming years.Market Performance: Tesla closed Thursday’s session down 4.12% at $162.50, marking its lowest closing price since May 4, 2023. ARKK also lost 3.22%, closing at $48.74, according to Benzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284220301308104,"gmtCreate":1710405755644,"gmtModify":1710414782701,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> &nbsp;I've been using the Tiger debit card for more than a month in multiple&nbsp;countries and it works like a charm.&nbsp; My main frustration is being forced to redeem our&nbsp;cashback in tesla fractional shares. I would have preferred more flexibility like being able to redeem other shares and precious metals like gold or silver.","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> &nbsp;I've been using the Tiger debit card for more than a month in multiple&nbsp;countries and it works like a charm.&nbsp; My main frustration is being forced to redeem our&nbsp;cashback in tesla fractional shares. I would have preferred more flexibility like being able to redeem other shares and precious metals like gold or silver.","text":"$Tiger Brokers(TIGR)$ I've been using the Tiger debit card for more than a month in multiple countries and it works like a charm. My main frustration is being forced to redeem our cashback in tesla fractional shares. I would have preferred more flexibility like being able to redeem other shares and precious metals like gold or silver.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":52,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/284220301308104","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283369781223448,"gmtCreate":1710210586368,"gmtModify":1710211206688,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/COIN 20240322 310.0 CALL\">$COIN 20240322 310.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/COIN 20240322 310.0 CALL\">$COIN 20240322 310.0 CALL$</a>&nbsp;","text":"$COIN 20240322 310.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/775eb3368c9dd50db8d4f6c6323cd289","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283369781223448","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":282432313978904,"gmtCreate":1709981712529,"gmtModify":1709981718768,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"No wonder why #platinum has been trading so poorly lately. Small traders have been pilling up long bets to reach a 2-yr high 😂😂 Best contrarian indicator? #commodities #preciousmetals #COT $PL","listText":"No wonder why #platinum has been trading so poorly lately. Small traders have been pilling up long bets to reach a 2-yr high 😂😂 Best contrarian indicator? #commodities #preciousmetals #COT $PL","text":"No wonder why #platinum has been trading so poorly lately. Small traders have been pilling up long bets to reach a 2-yr high 😂😂 Best contrarian indicator? #commodities #preciousmetals #COT $PL","images":[{"img":"https://community-static.tradeup.com/news/cceeecde0c2015aed500499678579cd7","width":"1258","height":"893"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282432313978904","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":282391183024128,"gmtCreate":1709971670042,"gmtModify":1709971674793,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Not a bad Q1🙏🙏 #profit","listText":"Not a bad Q1🙏🙏 #profit","text":"Not a bad Q1🙏🙏 #profit","images":[{"img":"https://community-static.tradeup.com/news/a8c7d43f2e1996f74ea2b838a1007f8f","width":"1284","height":"1338"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282391183024128","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":282389853888608,"gmtCreate":1709971346928,"gmtModify":1709971350527,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Never!","listText":"Never!","text":"Never!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282389853888608","repostId":"2417325031","repostType":2,"repost":{"id":"2417325031","pubTimestamp":1709955000,"share":"https://www.laohu8.com/m/news/2417325031?lang=&edition=full","pubTime":"2024-03-09 11:30","market":"us","language":"en","title":"How Soon Will Super Micro Computer Stock Hit $2,000?","url":"https://stock-news.laohu8.com/highlight/detail?id=2417325031","media":"Motley Fool","summary":"It may not take long for this high-flying AI stock to hit that milestone.","content":"<html><head></head><body><ul style=\"\"><li><p>Super Micro Computer stock is trading at an all-time high, and it still has room for more upside.</p></li><li><p>The company&#39;s improving production capacity could send its stock soaring over the next year or so.</p></li><li><p>The valuation means that investors can still consider buying the stock and take advantage of its AI-fueled surge.</p></li></ul><p>The past year has been phenomenal for <strong>Super Micro Computer</strong> investors; shares of the server manufacturer have shot up a stunning 1,090% over the past 52 weeks. Investors have been buying Supermicro stock hand over fist thanks to the booming demand for its solutions that are being deployed in artificial intelligence (AI) servers.</p><p>Supermicro&#39;s impending inclusion in the <strong>S&amp;P 500</strong> index has further added to investors&#39; enthusiasm. The stock is trading at an all-time high of  $1,229 this week following eye-popping gains of 309% <em>just</em> in 2024. Given that Supermicro&#39;s share price has quadrupled just over the past two months or so, does it mean that it is a matter of time before it jumps another 63% and hits a stock price of $2,000? Let&#39;s find out.</p><h2 id=\"id_4051462100\">Supermicro&#39;s immense growth potential suggests the stock has room to run higher</h2><p>Though Supermicro (the name its business operates as) has shot up big-time in the past year, it is worth noting that the stock trades at just 5.6 times sales right now. That&#39;s surprisingly cheap when you consider that other companies that benefit from AI adoption, such as <strong>Nvidia</strong> and <strong>Palantir Technologies</strong>, trade at much higher sales multiples. What&#39;s more, Supermicro is currently cheaper than the <strong>Nasdaq-100 Technology Sector</strong> index&#39;s price-to-sales ratio of 8.45.</p><p>There is still room for the market to reward Supermicro stock with a higher valuation. That won&#39;t be surprising considering the company&#39;s accelerating growth. When the company released its second-quarter fiscal 2024 results (for the quarter ending Dec. 31, 2023), it raised its full-year revenue guidance to a range of $14.3 billion to $14.7 billion.</p><p>Investors should note that Supermicro originally announced fiscal 2024 revenue guidance of $9.5 billion to $10.5 billion in August last year when it released its fiscal 2023 results. So, the company has increased its full-year revenue guidance by 45% at the midpoint in a space of just two quarters. This also explains why analysts have significantly raised their revenue expectations from Supermicro for fiscal years 2024 and 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b494001c2146237d023260c6bc7daf8\" alt=\"SMCI Revenue Estimates for Current Fiscal Year data by YCharts\" title=\"SMCI Revenue Estimates for Current Fiscal Year data by YCharts\" tg-width=\"720\" tg-height=\"380\"/><span>SMCI Revenue Estimates for Current Fiscal Year data by YCharts</span></p><p>According to the chart above, Supermicro could generate just over $20 billion in revenue in fiscal 2025, which will begin in July this year and end in June 2025. Assuming it does hit that mark and maintains its current price-to-sales ratio after a year, its market cap could jump to $112 billion. That points toward an 87% jump based on Supermicro&#39;s current market cap of $60 billion, which is just what the stock needs to hit a price of $2,000.</p><p>In other words, Supermicro stock could hit the $2,000 stock price milestone in the space of just over a year. But don&#39;t be surprised to see it deliver even bigger gains as it seems capable of surpassing the $20 billion in annual revenue estimate that analysts have set for it for fiscal 2025.</p><h2 id=\"id_1050240169\">Stronger production capacity could give its top line a big boost</h2><p>On its January earnings conference call, Supermicro CEO Charles Liang pointed out that the company is adding new production facilities and warehouses near its headquarters in San Jose, California, which should be up and running in &#34;a few months.&#34; The CEO also added that its new facility in Malaysia will help it support an annual revenue capacity that tops $25 billion.</p><p>The Malaysian facility is expected to start production in the second half of Supermicro&#39;s current fiscal year, which will put it in a position to smash past analysts&#39; expectations in the next fiscal year. The company can do that as its server rack solutions are in strong demand for deploying powerful AI chips from the likes of Nvidia.</p><p>More specifically, the company got more than half of its revenue from selling AI-related server solutions in the previous quarter. Supermicro management also provided a hint that AI will continue to be a key growth driver, pointing out on the earnings call that &#34;next-generation AI and CPU platforms continue to drive strong levels of design wins, orders and backlog.&#34;</p><p>It is also worth noting that Supermicro is working to significantly enhance its production capacity of liquid-cooled servers by June this year. The company seems to be doing the right thing by making this move as Nvidia&#39;s upcoming AI graphics cards will reportedly consume 40% more power as compared to the previous generation offerings. This could create a strong demand for liquid-cooled servers and help Supermicro fill out its enhanced production capacity.</p><p>All this indicates that Supermicro stock&#39;s red-hot momentum is here to stay. Considering its shares aren&#39;t all that expensive right now, investors looking to buy an AI stock would do well to buy Supermicro right away as it seems set to breach the $2,000 mark over the next year or so.</p><p>Even then, Supermicro stock seems to have room for more upside. The AI server market is expected to generate $177 billion in annual revenue in 2032 as compared to $38 billion last year, according to Global Market Insights, indicating that Super Micro Computer could be at the beginning of a multiyear growth curve.</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>How Soon Will Super Micro Computer Stock Hit $2,000?</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\">\nHow Soon Will Super Micro Computer Stock Hit $2,000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-09 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/08/how-soon-will-super-micro-computer-stock-hit-2000/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer stock is trading at an all-time high, and it still has room for more upside.The company's improving production capacity could send its stock soaring over the next year or so.The ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/08/how-soon-will-super-micro-computer-stock-hit-2000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://www.fool.com/investing/2024/03/08/how-soon-will-super-micro-computer-stock-hit-2000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417325031","content_text":"Super Micro Computer stock is trading at an all-time high, and it still has room for more upside.The company's improving production capacity could send its stock soaring over the next year or so.The valuation means that investors can still consider buying the stock and take advantage of its AI-fueled surge.The past year has been phenomenal for Super Micro Computer investors; shares of the server manufacturer have shot up a stunning 1,090% over the past 52 weeks. Investors have been buying Supermicro stock hand over fist thanks to the booming demand for its solutions that are being deployed in artificial intelligence (AI) servers.Supermicro's impending inclusion in the S&P 500 index has further added to investors' enthusiasm. The stock is trading at an all-time high of  $1,229 this week following eye-popping gains of 309% just in 2024. Given that Supermicro's share price has quadrupled just over the past two months or so, does it mean that it is a matter of time before it jumps another 63% and hits a stock price of $2,000? Let's find out.Supermicro's immense growth potential suggests the stock has room to run higherThough Supermicro (the name its business operates as) has shot up big-time in the past year, it is worth noting that the stock trades at just 5.6 times sales right now. That's surprisingly cheap when you consider that other companies that benefit from AI adoption, such as Nvidia and Palantir Technologies, trade at much higher sales multiples. What's more, Supermicro is currently cheaper than the Nasdaq-100 Technology Sector index's price-to-sales ratio of 8.45.There is still room for the market to reward Supermicro stock with a higher valuation. That won't be surprising considering the company's accelerating growth. When the company released its second-quarter fiscal 2024 results (for the quarter ending Dec. 31, 2023), it raised its full-year revenue guidance to a range of $14.3 billion to $14.7 billion.Investors should note that Supermicro originally announced fiscal 2024 revenue guidance of $9.5 billion to $10.5 billion in August last year when it released its fiscal 2023 results. So, the company has increased its full-year revenue guidance by 45% at the midpoint in a space of just two quarters. This also explains why analysts have significantly raised their revenue expectations from Supermicro for fiscal years 2024 and 2025.SMCI Revenue Estimates for Current Fiscal Year data by YChartsAccording to the chart above, Supermicro could generate just over $20 billion in revenue in fiscal 2025, which will begin in July this year and end in June 2025. Assuming it does hit that mark and maintains its current price-to-sales ratio after a year, its market cap could jump to $112 billion. That points toward an 87% jump based on Supermicro's current market cap of $60 billion, which is just what the stock needs to hit a price of $2,000.In other words, Supermicro stock could hit the $2,000 stock price milestone in the space of just over a year. But don't be surprised to see it deliver even bigger gains as it seems capable of surpassing the $20 billion in annual revenue estimate that analysts have set for it for fiscal 2025.Stronger production capacity could give its top line a big boostOn its January earnings conference call, Supermicro CEO Charles Liang pointed out that the company is adding new production facilities and warehouses near its headquarters in San Jose, California, which should be up and running in \"a few months.\" The CEO also added that its new facility in Malaysia will help it support an annual revenue capacity that tops $25 billion.The Malaysian facility is expected to start production in the second half of Supermicro's current fiscal year, which will put it in a position to smash past analysts' expectations in the next fiscal year. The company can do that as its server rack solutions are in strong demand for deploying powerful AI chips from the likes of Nvidia.More specifically, the company got more than half of its revenue from selling AI-related server solutions in the previous quarter. Supermicro management also provided a hint that AI will continue to be a key growth driver, pointing out on the earnings call that \"next-generation AI and CPU platforms continue to drive strong levels of design wins, orders and backlog.\"It is also worth noting that Supermicro is working to significantly enhance its production capacity of liquid-cooled servers by June this year. The company seems to be doing the right thing by making this move as Nvidia's upcoming AI graphics cards will reportedly consume 40% more power as compared to the previous generation offerings. This could create a strong demand for liquid-cooled servers and help Supermicro fill out its enhanced production capacity.All this indicates that Supermicro stock's red-hot momentum is here to stay. Considering its shares aren't all that expensive right now, investors looking to buy an AI stock would do well to buy Supermicro right away as it seems set to breach the $2,000 mark over the next year or so.Even then, Supermicro stock seems to have room for more upside. The AI server market is expected to generate $177 billion in annual revenue in 2032 as compared to $38 billion last year, according to Global Market Insights, indicating that Super Micro Computer could be at the beginning of a multiyear growth curve.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282318720463008,"gmtCreate":1709951434371,"gmtModify":1709951438242,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"She is right for once 😂👍","listText":"She is right for once 😂👍","text":"She is right for once 😂👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282318720463008","repostId":"2418309037","repostType":2,"repost":{"id":"2418309037","pubTimestamp":1709947800,"share":"https://www.laohu8.com/m/news/2418309037?lang=&edition=full","pubTime":"2024-03-09 09:30","market":"us","language":"en","title":"Cathie Wood Says Semiconductor Stocks Risk a Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=2418309037","media":"Bloomberg","summary":"Wood says lead times are coming down for chip ordersSemiconductor stocks are among the best performers this yearCathie WoodCathie Wood says semiconductor stocks may endure a market correction as the s","content":"<html><head></head><body><ul style=\"\"><li><p>Wood says lead times are coming down for chip orders</p></li><li><p>Semiconductor stocks are among the best performers this year</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9eb3565172b2a7a8ecc97c7af2ff6106\" alt=\"Cathie Wood\" title=\"Cathie Wood\" tg-width=\"2000\" tg-height=\"1333\"/><span>Cathie Wood</span></p><p style=\"text-align: start;\">Cathie Wood says semiconductor stocks may endure a market correction as the supply chain for the technology perks up.</p><p style=\"text-align: start;\">“The one place we could see a correction — and it’s just a correction, we’re not calling it the end of this at all — is in the chip space,” the head of ARK Investment Management told Bloomberg Businessweek Radio Friday.</p><p style=\"text-align: start;\">Semiconductor stocks are among the best-performing stocks this year, with shares of Nvidia Corp. up around 80%, after gaining roughly 240% in 2023. Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.</p><p style=\"text-align: start;\">Wood said that shortages in GPUs that grew last year as artificial intelligence tools like ChatGPT gained popularity have now begun to ease. Lead times are coming down for GPUs and for Nvidia in particular, Wood said, from the eight to 11 month range to about three to four months.</p><p style=\"text-align: start;\">“So that is suggesting that there was probably a lot of double and triple ordering as the word ‘shortage’ was making the rounds, and then those inventories will have to be digested,” she added.</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>Cathie Wood Says Semiconductor Stocks Risk a Correction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Says Semiconductor Stocks Risk a Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-09 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-03-08/cathie-wood-says-semiconductor-stocks-risk-a-correction?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wood says lead times are coming down for chip ordersSemiconductor stocks are among the best performers this yearCathie WoodCathie Wood says semiconductor stocks may endure a market correction as the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-03-08/cathie-wood-says-semiconductor-stocks-risk-a-correction?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4543":"AI","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SOXL":"三倍做多半导体ETF-Direxion Daily","LU0080751232.USD":"富达环球多元动力基金A","NVDA":"英伟达","BK4567":"ESG概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","SOX":"费城半导体指数","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4141":"半导体产品","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4588":"碎股","SOXS":"三倍做空半导体ETF-Direxion Daily","BK4503":"景林资产持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4551":"寇图资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","ARKK":"ARK Innovation ETF","BK4581":"高盛持仓","BK4527":"明星科技股","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4529":"IDC概念","LU0444971666.USD":"天利全球科技基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4592":"伊斯兰概念","BK4585":"ETF&股票定投概念"},"source_url":"https://www.bloomberg.com/news/articles/2024-03-08/cathie-wood-says-semiconductor-stocks-risk-a-correction?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418309037","content_text":"Wood says lead times are coming down for chip ordersSemiconductor stocks are among the best performers this yearCathie WoodCathie Wood says semiconductor stocks may endure a market correction as the supply chain for the technology perks up.“The one place we could see a correction — and it’s just a correction, we’re not calling it the end of this at all — is in the chip space,” the head of ARK Investment Management told Bloomberg Businessweek Radio Friday.Semiconductor stocks are among the best-performing stocks this year, with shares of Nvidia Corp. up around 80%, after gaining roughly 240% in 2023. Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.Wood said that shortages in GPUs that grew last year as artificial intelligence tools like ChatGPT gained popularity have now begun to ease. Lead times are coming down for GPUs and for Nvidia in particular, Wood said, from the eight to 11 month range to about three to four months.“So that is suggesting that there was probably a lot of double and triple ordering as the word ‘shortage’ was making the rounds, and then those inventories will have to be digested,” she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268846792040640,"gmtCreate":1706670955703,"gmtModify":1706671143228,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"The queen of falling knife😂","listText":"The queen of falling knife😂","text":"The queen of falling knife😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268846792040640","repostId":"2407454394","repostType":2,"repost":{"id":"2407454394","pubTimestamp":1706670267,"share":"https://www.laohu8.com/m/news/2407454394?lang=&edition=full","pubTime":"2024-01-31 11:04","market":"us","language":"en","title":"Cathie Wood's Largest Holding Isn't Tesla or Nvidia, It's Coinbase","url":"https://stock-news.laohu8.com/highlight/detail?id=2407454394","media":"Motley Fool","summary":"Think you know Cathie Wood's top investment pick? Beyond Tesla and Nvidia, another tech pioneer holds the top spot in 2024.","content":"<html><head></head><body><ul style=\"\"><li><p>Cathie Wood&#39;s Ark Invest has significantly reduced its holdings in Nvidia while doubling down on Tesla, taking advantage of their opposing price trends.</p></li><li><p>Despite recent sales, Coinbase remains Ark&#39;s top investment, reflecting Wood&#39;s strong belief in the cryptocurrency sector&#39;s long-term growth potential.</p></li><li><p>Coinbase&#39;s regulatory compliance and American roots set it apart from competitors like Binance, boosting the company&#39;s investor appeal.</p></li></ul><p>Growth investing mastermind Cathie Wood used to hold a ton of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> shares. However, her Ark Invest fund family has sold most of this artificial intelligence (AI) stock over the last year, cashing in on the market&#39;s AI frenzy to seed investments in less-overheated growth stocks. These days, ARK only holds Nvidia stock worth $81 million.</p><p>Wood&#39;s funds are actively buying shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, though. With four large purchases in the last week alone, the electric vehicle and alternative energy heavyweight accounts for $763 million of Ark&#39;s stock holdings.</p><p>But that&#39;s not Wood&#39;s strongest position. In fact, Tesla is tied for third place among Ark&#39;s largest investments. No. 1 with a bullet is cryptocurrency marketplace <a href=\"https://laohu8.com/S/COIN\">Coinbase Global </a> with a $911 million footprint on Ark&#39;s investment roster today. That&#39;s 6.8% of Ark&#39;s overall assets, far ahead of Tesla&#39;s 5.7% and Nvidia at just 0.6%.</p><p>Despite recent sales amid Coinbase&#39;s recent price surge, this stock remains Ark&#39;s top holding by a wide margin. That&#39;s a testament to Wood&#39;s long-term vision for the cryptocurrency sector. Despite taking profits, Wood sees enduring growth opportunities in the cryptocurrency space, with Coinbase and the brand-new Ark 21Shares Bitcoin ETF (NYSEMKT: ARKB) at the forefront.</p><p>Most of us ordinary investors don&#39;t manage billion-dollar funds, and what works for Cathie Wood may not be best for you and me. Still, Wood&#39;s enthusiastic stamp of approval may indicate a stock worthy of a closer look. Moreover, I&#39;m a happy Coinbase shareholder myself. So, let&#39;s check out the reasons behind Ark&#39;s significant investment in Coinbase, examining the potential risks and rewards to help you decide if it&#39;s a fit for your own portfolio.</p><h2 id=\"id_3621442557\">Wood&#39;s view: Coinbase holds a strategic edge</h2><p>Cathie Wood has made it clear that she expects big things from the cryptocurrency market, and particularly the sector-leading Bitcoin (CRYPTO: BTC) name. Her 2030 price target for the &#34;digital gold&#34; coin has been $1.48 million per token over the last year with several reiterations of the same long-term outlook. The global economy is going digital. Bitcoin&#39;s nearly inflation-free design and strictly limited supply should lead to dramatically higher coin prices over time, assuming that it remains the top crypto solution as the market evolves.</p><p>As such, she sees Coinbase as a leading nuts-and-bolts play on the asset-management infrastructure around Bitcoin and other cryptos. The company stands apart from other large service providers, such as Binance, thanks to its all-American background and proven focus on regulatory compliance. Unlike Binance, which has faced allegations of criminal activities and concerns over data security, Coinbase has maintained a cleaner regulatory profile.</p><p>This approach, in her view, positions Coinbase favorably compared to its competitors, making it a safer bet for investors looking to capitalize on the crypto market&#39;s growth. In essence, Wood sees Coinbase as a critical enabler in the broader mainstream adoption of cryptocurrencies, especially Bitcoin. So her funds have been buying Coinbase stock when its share prices are falling due to scandals or fraud elsewhere in the crypto market.</p><h2 id=\"id_2321931023\">Understanding Ark&#39;s evolving cryptocurrency portfolio</h2><p>That being said, Cathie Wood isn&#39;t strictly committed to the Coinbase opportunity. Her funds have reduced their Coinbase holdings by approximately half since June, 2023, taking cash profits off the table to reinvest in other ideas. Diversification works for big-name investors too, you know.</p><p>And some of the former Coinbase funds have moved into more direct Bitcoin bets. Early swings at this idea included the Grayscale Bitcoin Trust (NYSEMKT: GBTC) when it was a traditional fund and not a more flexible exchange-traded fund (ETF). Nowadays, Ark Invest manages its own Bitcoin-based ETF -- and some of her other funds already own shares of the Ark 21Shares Bitcoin ETF.</p><p>So Wood isn&#39;t putting all her encrypted apples in the same digital cart, but spreading her cryptocurrency exposure across a couple of different asset classes. Even so, Coinbase remains Ark&#39;s largest holding, not just in the crypto sector but among the entire stock portfolio.</p><p>My own Coinbase investment plays a smaller part in the total portfolio. Coinbase shares account for roughly 3.6% of my stock investments today. It&#39;s my biggest crypto bet by far but only the seventh-largest position among 35 stocks and ETFs.</p><p>So I suppose my Bitcoin exposure is comparable to Cathie Wood&#39;s, but on a smaller scale. Is this a case of &#34;great minds think alike&#34; or two Bitcoin investors making the same mistakes independently?</p><p>Only time will tell -- but I&#39;m sticking with my diversified Bitcoin investments with Coinbase in the pole position, and Cathie Wood follows a similar playbook. Whether your own Bitcoin strategy follows suit or explores completely different avenues, it&#39;s safe to say that a little bit of Bitcoin exposure makes sense in 2024.</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>Cathie Wood's Largest Holding Isn't Tesla or Nvidia, It's Coinbase</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Largest Holding Isn't Tesla or Nvidia, It's Coinbase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-31 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/30/cathie-woods-largest-holding-isnt-tesla-or-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's Ark Invest has significantly reduced its holdings in Nvidia while doubling down on Tesla, taking advantage of their opposing price trends.Despite recent sales, Coinbase remains Ark's top...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/30/cathie-woods-largest-holding-isnt-tesla-or-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4554":"元宇宙及AR概念","BRRR":"Valkyrie Bitcoin Fund","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","HODL":"VanEck Bitcoin Trust ETF","BK4555":"新能源车","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","GBTC":"Grayscale Bitcoin Trust","DEFI":"Hashdex Bitcoin ETF","BK4543":"AI","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","FBTC":"Fidelity Wise Origin Bitcoin Fund","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4550":"红杉资本持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","COIN":"Coinbase Global, Inc.","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4503":"景林资产持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4544":"ARK ETF合集","BITB":"Bitwise Bitcoin ETF","IBIT":"iShares Bitcoin Trust","LU0080751232.USD":"富达环球多元动力基金A","ARKB":"ARK 21Shares Bitcoin ETF","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4549":"软银资本持仓","BITO":"ProShares Bitcoin Strategy ETF","BTCO":"Invesco Galaxy Bitcoin ETF","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4112":"金融交易所和数据","BTCW":"WisdomTree Bitcoin Fund","ARKK":"ARK Innovation ETF","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","EZBC":"Franklin Bitcoin ETF"},"source_url":"https://www.fool.com/investing/2024/01/30/cathie-woods-largest-holding-isnt-tesla-or-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407454394","content_text":"Cathie Wood's Ark Invest has significantly reduced its holdings in Nvidia while doubling down on Tesla, taking advantage of their opposing price trends.Despite recent sales, Coinbase remains Ark's top investment, reflecting Wood's strong belief in the cryptocurrency sector's long-term growth potential.Coinbase's regulatory compliance and American roots set it apart from competitors like Binance, boosting the company's investor appeal.Growth investing mastermind Cathie Wood used to hold a ton of Nvidia shares. However, her Ark Invest fund family has sold most of this artificial intelligence (AI) stock over the last year, cashing in on the market's AI frenzy to seed investments in less-overheated growth stocks. These days, ARK only holds Nvidia stock worth $81 million.Wood's funds are actively buying shares of Tesla, though. With four large purchases in the last week alone, the electric vehicle and alternative energy heavyweight accounts for $763 million of Ark's stock holdings.But that's not Wood's strongest position. In fact, Tesla is tied for third place among Ark's largest investments. No. 1 with a bullet is cryptocurrency marketplace Coinbase Global  with a $911 million footprint on Ark's investment roster today. That's 6.8% of Ark's overall assets, far ahead of Tesla's 5.7% and Nvidia at just 0.6%.Despite recent sales amid Coinbase's recent price surge, this stock remains Ark's top holding by a wide margin. That's a testament to Wood's long-term vision for the cryptocurrency sector. Despite taking profits, Wood sees enduring growth opportunities in the cryptocurrency space, with Coinbase and the brand-new Ark 21Shares Bitcoin ETF (NYSEMKT: ARKB) at the forefront.Most of us ordinary investors don't manage billion-dollar funds, and what works for Cathie Wood may not be best for you and me. Still, Wood's enthusiastic stamp of approval may indicate a stock worthy of a closer look. Moreover, I'm a happy Coinbase shareholder myself. So, let's check out the reasons behind Ark's significant investment in Coinbase, examining the potential risks and rewards to help you decide if it's a fit for your own portfolio.Wood's view: Coinbase holds a strategic edgeCathie Wood has made it clear that she expects big things from the cryptocurrency market, and particularly the sector-leading Bitcoin (CRYPTO: BTC) name. Her 2030 price target for the \"digital gold\" coin has been $1.48 million per token over the last year with several reiterations of the same long-term outlook. The global economy is going digital. Bitcoin's nearly inflation-free design and strictly limited supply should lead to dramatically higher coin prices over time, assuming that it remains the top crypto solution as the market evolves.As such, she sees Coinbase as a leading nuts-and-bolts play on the asset-management infrastructure around Bitcoin and other cryptos. The company stands apart from other large service providers, such as Binance, thanks to its all-American background and proven focus on regulatory compliance. Unlike Binance, which has faced allegations of criminal activities and concerns over data security, Coinbase has maintained a cleaner regulatory profile.This approach, in her view, positions Coinbase favorably compared to its competitors, making it a safer bet for investors looking to capitalize on the crypto market's growth. In essence, Wood sees Coinbase as a critical enabler in the broader mainstream adoption of cryptocurrencies, especially Bitcoin. So her funds have been buying Coinbase stock when its share prices are falling due to scandals or fraud elsewhere in the crypto market.Understanding Ark's evolving cryptocurrency portfolioThat being said, Cathie Wood isn't strictly committed to the Coinbase opportunity. Her funds have reduced their Coinbase holdings by approximately half since June, 2023, taking cash profits off the table to reinvest in other ideas. Diversification works for big-name investors too, you know.And some of the former Coinbase funds have moved into more direct Bitcoin bets. Early swings at this idea included the Grayscale Bitcoin Trust (NYSEMKT: GBTC) when it was a traditional fund and not a more flexible exchange-traded fund (ETF). Nowadays, Ark Invest manages its own Bitcoin-based ETF -- and some of her other funds already own shares of the Ark 21Shares Bitcoin ETF.So Wood isn't putting all her encrypted apples in the same digital cart, but spreading her cryptocurrency exposure across a couple of different asset classes. Even so, Coinbase remains Ark's largest holding, not just in the crypto sector but among the entire stock portfolio.My own Coinbase investment plays a smaller part in the total portfolio. Coinbase shares account for roughly 3.6% of my stock investments today. It's my biggest crypto bet by far but only the seventh-largest position among 35 stocks and ETFs.So I suppose my Bitcoin exposure is comparable to Cathie Wood's, but on a smaller scale. Is this a case of \"great minds think alike\" or two Bitcoin investors making the same mistakes independently?Only time will tell -- but I'm sticking with my diversified Bitcoin investments with Coinbase in the pole position, and Cathie Wood follows a similar playbook. Whether your own Bitcoin strategy follows suit or explores completely different avenues, it's safe to say that a little bit of Bitcoin exposure makes sense in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267269084233864,"gmtCreate":1706282427498,"gmtModify":1706283556643,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/QQQ 20240209 423.0 PUT\">$QQQ 20240209 423.0 PUT$</a> 🔥🔥🔥","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20240209 423.0 PUT\">$QQQ 20240209 423.0 PUT$</a> 🔥🔥🔥","text":"$QQQ 20240209 423.0 PUT$ 🔥🔥🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267269084233864","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266717336801568,"gmtCreate":1706152119605,"gmtModify":1706152621268,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/QQQ 20240209 423.0 PUT\">$QQQ 20240209 423.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20240209 423.0 PUT\">$QQQ 20240209 423.0 PUT$</a>&nbsp;","text":"$QQQ 20240209 423.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/5eb0a3adab6fef71e6de4a31d796a96b","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266717336801568","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":259859622797488,"gmtCreate":1704452651729,"gmtModify":1704453505766,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"title":"#Silver Futures short term trend remains fragile ","htmlText":"#silver snapped 5-day losing streak, finding some support at $23 closing flat at $23.18/oz 🔴Short term trend remains fragile with traders accumulating bearish bets on strike 22.5/ 23 ⚠️all eyes on December #jobreport as a hot print will add volatility to the metal","listText":"#silver snapped 5-day losing streak, finding some support at $23 closing flat at $23.18/oz 🔴Short term trend remains fragile with traders accumulating bearish bets on strike 22.5/ 23 ⚠️all eyes on December #jobreport as a hot print will add volatility to the metal","text":"#silver snapped 5-day losing streak, finding some support at $23 closing flat at $23.18/oz 🔴Short term trend remains fragile with traders accumulating bearish bets on strike 22.5/ 23 ⚠️all eyes on December #jobreport as a hot print will add volatility to the metal","images":[{"img":"https://community-static.tradeup.com/news/f5f65e3584275a0a3e4de89dd16e910d","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259859622797488","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":244824797528128,"gmtCreate":1700795719888,"gmtModify":1700796309335,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"#silver $SI&nbsp; remains capped by its $24 call wall ( highest gamma)&nbsp;until dec23 expiration on Monday. Interests building up on strike $25 for Mar'24 contract. Below daily levels⬇️","listText":"#silver $SI&nbsp; remains capped by its $24 call wall ( highest gamma)&nbsp;until dec23 expiration on Monday. Interests building up on strike $25 for Mar'24 contract. Below daily levels⬇️","text":"#silver $SI remains capped by its $24 call wall ( highest gamma) until dec23 expiration on Monday. Interests building up on strike $25 for Mar'24 contract. Below daily levels⬇️","images":[{"img":"https://community-static.tradeup.com/news/4500892f32189bce67c298c346f69984","width":"1284","height":"464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244824797528128","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":284220301308104,"gmtCreate":1710405755644,"gmtModify":1710414782701,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> &nbsp;I've been using the Tiger debit card for more than a month in multiple&nbsp;countries and it works like a charm.&nbsp; My main frustration is being forced to redeem our&nbsp;cashback in tesla fractional shares. I would have preferred more flexibility like being able to redeem other shares and precious metals like gold or silver.","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a> &nbsp;I've been using the Tiger debit card for more than a month in multiple&nbsp;countries and it works like a charm.&nbsp; My main frustration is being forced to redeem our&nbsp;cashback in tesla fractional shares. I would have preferred more flexibility like being able to redeem other shares and precious metals like gold or silver.","text":"$Tiger Brokers(TIGR)$ I've been using the Tiger debit card for more than a month in multiple countries and it works like a charm. My main frustration is being forced to redeem our cashback in tesla fractional shares. I would have preferred more flexibility like being able to redeem other shares and precious metals like gold or silver.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":52,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/284220301308104","isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268846792040640,"gmtCreate":1706670955703,"gmtModify":1706671143228,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"The queen of falling knife😂","listText":"The queen of falling knife😂","text":"The queen of falling knife😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268846792040640","repostId":"2407454394","repostType":2,"repost":{"id":"2407454394","pubTimestamp":1706670267,"share":"https://www.laohu8.com/m/news/2407454394?lang=&edition=full","pubTime":"2024-01-31 11:04","market":"us","language":"en","title":"Cathie Wood's Largest Holding Isn't Tesla or Nvidia, It's Coinbase","url":"https://stock-news.laohu8.com/highlight/detail?id=2407454394","media":"Motley Fool","summary":"Think you know Cathie Wood's top investment pick? Beyond Tesla and Nvidia, another tech pioneer holds the top spot in 2024.","content":"<html><head></head><body><ul style=\"\"><li><p>Cathie Wood&#39;s Ark Invest has significantly reduced its holdings in Nvidia while doubling down on Tesla, taking advantage of their opposing price trends.</p></li><li><p>Despite recent sales, Coinbase remains Ark&#39;s top investment, reflecting Wood&#39;s strong belief in the cryptocurrency sector&#39;s long-term growth potential.</p></li><li><p>Coinbase&#39;s regulatory compliance and American roots set it apart from competitors like Binance, boosting the company&#39;s investor appeal.</p></li></ul><p>Growth investing mastermind Cathie Wood used to hold a ton of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> shares. However, her Ark Invest fund family has sold most of this artificial intelligence (AI) stock over the last year, cashing in on the market&#39;s AI frenzy to seed investments in less-overheated growth stocks. These days, ARK only holds Nvidia stock worth $81 million.</p><p>Wood&#39;s funds are actively buying shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, though. With four large purchases in the last week alone, the electric vehicle and alternative energy heavyweight accounts for $763 million of Ark&#39;s stock holdings.</p><p>But that&#39;s not Wood&#39;s strongest position. In fact, Tesla is tied for third place among Ark&#39;s largest investments. No. 1 with a bullet is cryptocurrency marketplace <a href=\"https://laohu8.com/S/COIN\">Coinbase Global </a> with a $911 million footprint on Ark&#39;s investment roster today. That&#39;s 6.8% of Ark&#39;s overall assets, far ahead of Tesla&#39;s 5.7% and Nvidia at just 0.6%.</p><p>Despite recent sales amid Coinbase&#39;s recent price surge, this stock remains Ark&#39;s top holding by a wide margin. That&#39;s a testament to Wood&#39;s long-term vision for the cryptocurrency sector. Despite taking profits, Wood sees enduring growth opportunities in the cryptocurrency space, with Coinbase and the brand-new Ark 21Shares Bitcoin ETF (NYSEMKT: ARKB) at the forefront.</p><p>Most of us ordinary investors don&#39;t manage billion-dollar funds, and what works for Cathie Wood may not be best for you and me. Still, Wood&#39;s enthusiastic stamp of approval may indicate a stock worthy of a closer look. Moreover, I&#39;m a happy Coinbase shareholder myself. So, let&#39;s check out the reasons behind Ark&#39;s significant investment in Coinbase, examining the potential risks and rewards to help you decide if it&#39;s a fit for your own portfolio.</p><h2 id=\"id_3621442557\">Wood&#39;s view: Coinbase holds a strategic edge</h2><p>Cathie Wood has made it clear that she expects big things from the cryptocurrency market, and particularly the sector-leading Bitcoin (CRYPTO: BTC) name. Her 2030 price target for the &#34;digital gold&#34; coin has been $1.48 million per token over the last year with several reiterations of the same long-term outlook. The global economy is going digital. Bitcoin&#39;s nearly inflation-free design and strictly limited supply should lead to dramatically higher coin prices over time, assuming that it remains the top crypto solution as the market evolves.</p><p>As such, she sees Coinbase as a leading nuts-and-bolts play on the asset-management infrastructure around Bitcoin and other cryptos. The company stands apart from other large service providers, such as Binance, thanks to its all-American background and proven focus on regulatory compliance. Unlike Binance, which has faced allegations of criminal activities and concerns over data security, Coinbase has maintained a cleaner regulatory profile.</p><p>This approach, in her view, positions Coinbase favorably compared to its competitors, making it a safer bet for investors looking to capitalize on the crypto market&#39;s growth. In essence, Wood sees Coinbase as a critical enabler in the broader mainstream adoption of cryptocurrencies, especially Bitcoin. So her funds have been buying Coinbase stock when its share prices are falling due to scandals or fraud elsewhere in the crypto market.</p><h2 id=\"id_2321931023\">Understanding Ark&#39;s evolving cryptocurrency portfolio</h2><p>That being said, Cathie Wood isn&#39;t strictly committed to the Coinbase opportunity. Her funds have reduced their Coinbase holdings by approximately half since June, 2023, taking cash profits off the table to reinvest in other ideas. Diversification works for big-name investors too, you know.</p><p>And some of the former Coinbase funds have moved into more direct Bitcoin bets. Early swings at this idea included the Grayscale Bitcoin Trust (NYSEMKT: GBTC) when it was a traditional fund and not a more flexible exchange-traded fund (ETF). Nowadays, Ark Invest manages its own Bitcoin-based ETF -- and some of her other funds already own shares of the Ark 21Shares Bitcoin ETF.</p><p>So Wood isn&#39;t putting all her encrypted apples in the same digital cart, but spreading her cryptocurrency exposure across a couple of different asset classes. Even so, Coinbase remains Ark&#39;s largest holding, not just in the crypto sector but among the entire stock portfolio.</p><p>My own Coinbase investment plays a smaller part in the total portfolio. Coinbase shares account for roughly 3.6% of my stock investments today. It&#39;s my biggest crypto bet by far but only the seventh-largest position among 35 stocks and ETFs.</p><p>So I suppose my Bitcoin exposure is comparable to Cathie Wood&#39;s, but on a smaller scale. Is this a case of &#34;great minds think alike&#34; or two Bitcoin investors making the same mistakes independently?</p><p>Only time will tell -- but I&#39;m sticking with my diversified Bitcoin investments with Coinbase in the pole position, and Cathie Wood follows a similar playbook. Whether your own Bitcoin strategy follows suit or explores completely different avenues, it&#39;s safe to say that a little bit of Bitcoin exposure makes sense in 2024.</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>Cathie Wood's Largest Holding Isn't Tesla or Nvidia, It's Coinbase</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Largest Holding Isn't Tesla or Nvidia, It's Coinbase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-31 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/30/cathie-woods-largest-holding-isnt-tesla-or-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's Ark Invest has significantly reduced its holdings in Nvidia while doubling down on Tesla, taking advantage of their opposing price trends.Despite recent sales, Coinbase remains Ark's top...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/30/cathie-woods-largest-holding-isnt-tesla-or-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4554":"元宇宙及AR概念","BRRR":"Valkyrie Bitcoin Fund","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","HODL":"VanEck Bitcoin Trust ETF","BK4555":"新能源车","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","GBTC":"Grayscale Bitcoin Trust","DEFI":"Hashdex Bitcoin ETF","BK4543":"AI","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","FBTC":"Fidelity Wise Origin Bitcoin Fund","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4550":"红杉资本持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","COIN":"Coinbase Global, Inc.","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4503":"景林资产持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4544":"ARK ETF合集","BITB":"Bitwise Bitcoin ETF","IBIT":"iShares Bitcoin Trust","LU0080751232.USD":"富达环球多元动力基金A","ARKB":"ARK 21Shares Bitcoin ETF","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4549":"软银资本持仓","BITO":"ProShares Bitcoin Strategy ETF","BTCO":"Invesco Galaxy Bitcoin ETF","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4112":"金融交易所和数据","BTCW":"WisdomTree Bitcoin Fund","ARKK":"ARK Innovation ETF","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","EZBC":"Franklin Bitcoin ETF"},"source_url":"https://www.fool.com/investing/2024/01/30/cathie-woods-largest-holding-isnt-tesla-or-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2407454394","content_text":"Cathie Wood's Ark Invest has significantly reduced its holdings in Nvidia while doubling down on Tesla, taking advantage of their opposing price trends.Despite recent sales, Coinbase remains Ark's top investment, reflecting Wood's strong belief in the cryptocurrency sector's long-term growth potential.Coinbase's regulatory compliance and American roots set it apart from competitors like Binance, boosting the company's investor appeal.Growth investing mastermind Cathie Wood used to hold a ton of Nvidia shares. However, her Ark Invest fund family has sold most of this artificial intelligence (AI) stock over the last year, cashing in on the market's AI frenzy to seed investments in less-overheated growth stocks. These days, ARK only holds Nvidia stock worth $81 million.Wood's funds are actively buying shares of Tesla, though. With four large purchases in the last week alone, the electric vehicle and alternative energy heavyweight accounts for $763 million of Ark's stock holdings.But that's not Wood's strongest position. In fact, Tesla is tied for third place among Ark's largest investments. No. 1 with a bullet is cryptocurrency marketplace Coinbase Global  with a $911 million footprint on Ark's investment roster today. That's 6.8% of Ark's overall assets, far ahead of Tesla's 5.7% and Nvidia at just 0.6%.Despite recent sales amid Coinbase's recent price surge, this stock remains Ark's top holding by a wide margin. That's a testament to Wood's long-term vision for the cryptocurrency sector. Despite taking profits, Wood sees enduring growth opportunities in the cryptocurrency space, with Coinbase and the brand-new Ark 21Shares Bitcoin ETF (NYSEMKT: ARKB) at the forefront.Most of us ordinary investors don't manage billion-dollar funds, and what works for Cathie Wood may not be best for you and me. Still, Wood's enthusiastic stamp of approval may indicate a stock worthy of a closer look. Moreover, I'm a happy Coinbase shareholder myself. So, let's check out the reasons behind Ark's significant investment in Coinbase, examining the potential risks and rewards to help you decide if it's a fit for your own portfolio.Wood's view: Coinbase holds a strategic edgeCathie Wood has made it clear that she expects big things from the cryptocurrency market, and particularly the sector-leading Bitcoin (CRYPTO: BTC) name. Her 2030 price target for the \"digital gold\" coin has been $1.48 million per token over the last year with several reiterations of the same long-term outlook. The global economy is going digital. Bitcoin's nearly inflation-free design and strictly limited supply should lead to dramatically higher coin prices over time, assuming that it remains the top crypto solution as the market evolves.As such, she sees Coinbase as a leading nuts-and-bolts play on the asset-management infrastructure around Bitcoin and other cryptos. The company stands apart from other large service providers, such as Binance, thanks to its all-American background and proven focus on regulatory compliance. Unlike Binance, which has faced allegations of criminal activities and concerns over data security, Coinbase has maintained a cleaner regulatory profile.This approach, in her view, positions Coinbase favorably compared to its competitors, making it a safer bet for investors looking to capitalize on the crypto market's growth. In essence, Wood sees Coinbase as a critical enabler in the broader mainstream adoption of cryptocurrencies, especially Bitcoin. So her funds have been buying Coinbase stock when its share prices are falling due to scandals or fraud elsewhere in the crypto market.Understanding Ark's evolving cryptocurrency portfolioThat being said, Cathie Wood isn't strictly committed to the Coinbase opportunity. Her funds have reduced their Coinbase holdings by approximately half since June, 2023, taking cash profits off the table to reinvest in other ideas. Diversification works for big-name investors too, you know.And some of the former Coinbase funds have moved into more direct Bitcoin bets. Early swings at this idea included the Grayscale Bitcoin Trust (NYSEMKT: GBTC) when it was a traditional fund and not a more flexible exchange-traded fund (ETF). Nowadays, Ark Invest manages its own Bitcoin-based ETF -- and some of her other funds already own shares of the Ark 21Shares Bitcoin ETF.So Wood isn't putting all her encrypted apples in the same digital cart, but spreading her cryptocurrency exposure across a couple of different asset classes. Even so, Coinbase remains Ark's largest holding, not just in the crypto sector but among the entire stock portfolio.My own Coinbase investment plays a smaller part in the total portfolio. Coinbase shares account for roughly 3.6% of my stock investments today. It's my biggest crypto bet by far but only the seventh-largest position among 35 stocks and ETFs.So I suppose my Bitcoin exposure is comparable to Cathie Wood's, but on a smaller scale. Is this a case of \"great minds think alike\" or two Bitcoin investors making the same mistakes independently?Only time will tell -- but I'm sticking with my diversified Bitcoin investments with Coinbase in the pole position, and Cathie Wood follows a similar playbook. Whether your own Bitcoin strategy follows suit or explores completely different avenues, it's safe to say that a little bit of Bitcoin exposure makes sense in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267269084233864,"gmtCreate":1706282427498,"gmtModify":1706283556643,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/QQQ 20240209 423.0 PUT\">$QQQ 20240209 423.0 PUT$</a> 🔥🔥🔥","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20240209 423.0 PUT\">$QQQ 20240209 423.0 PUT$</a> 🔥🔥🔥","text":"$QQQ 20240209 423.0 PUT$ 🔥🔥🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267269084233864","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259859622797488,"gmtCreate":1704452651729,"gmtModify":1704453505766,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"title":"#Silver Futures short term trend remains fragile ","htmlText":"#silver snapped 5-day losing streak, finding some support at $23 closing flat at $23.18/oz 🔴Short term trend remains fragile with traders accumulating bearish bets on strike 22.5/ 23 ⚠️all eyes on December #jobreport as a hot print will add volatility to the metal","listText":"#silver snapped 5-day losing streak, finding some support at $23 closing flat at $23.18/oz 🔴Short term trend remains fragile with traders accumulating bearish bets on strike 22.5/ 23 ⚠️all eyes on December #jobreport as a hot print will add volatility to the metal","text":"#silver snapped 5-day losing streak, finding some support at $23 closing flat at $23.18/oz 🔴Short term trend remains fragile with traders accumulating bearish bets on strike 22.5/ 23 ⚠️all eyes on December #jobreport as a hot print will add volatility to the metal","images":[{"img":"https://community-static.tradeup.com/news/f5f65e3584275a0a3e4de89dd16e910d","width":"200","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259859622797488","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":266717336801568,"gmtCreate":1706152119605,"gmtModify":1706152621268,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/QQQ 20240209 423.0 PUT\">$QQQ 20240209 423.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20240209 423.0 PUT\">$QQQ 20240209 423.0 PUT$</a>&nbsp;","text":"$QQQ 20240209 423.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/5eb0a3adab6fef71e6de4a31d796a96b","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266717336801568","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":244824797528128,"gmtCreate":1700795719888,"gmtModify":1700796309335,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"#silver $SI&nbsp; remains capped by its $24 call wall ( highest gamma)&nbsp;until dec23 expiration on Monday. Interests building up on strike $25 for Mar'24 contract. Below daily levels⬇️","listText":"#silver $SI&nbsp; remains capped by its $24 call wall ( highest gamma)&nbsp;until dec23 expiration on Monday. Interests building up on strike $25 for Mar'24 contract. Below daily levels⬇️","text":"#silver $SI remains capped by its $24 call wall ( highest gamma) until dec23 expiration on Monday. Interests building up on strike $25 for Mar'24 contract. Below daily levels⬇️","images":[{"img":"https://community-static.tradeup.com/news/4500892f32189bce67c298c346f69984","width":"1284","height":"464"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/244824797528128","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":285343454781600,"gmtCreate":1710670015223,"gmtModify":1710670019264,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"With&nbsp;election in sight, they will tamp down their hawkishness and let the tech casino flying!! They are market dependent not data dependent! 😂😂 &nbsp;","listText":"With&nbsp;election in sight, they will tamp down their hawkishness and let the tech casino flying!! They are market dependent not data dependent! 😂😂 &nbsp;","text":"With election in sight, they will tamp down their hawkishness and let the tech casino flying!! They are market dependent not data dependent! 😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285343454781600","repostId":"1165320131","repostType":2,"repost":{"id":"1165320131","pubTimestamp":1710662515,"share":"https://www.laohu8.com/m/news/1165320131?lang=&edition=full","pubTime":"2024-03-17 16:01","market":"us","language":"en","title":"The Fed Meeting Preview: Expect A Hawkish Turn, Possibly A “Higher-Until-Recession\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1165320131","media":"seekingalpha","summary":"The FOMC met in January 2024, but it did not release the SEP projections. However, the FOMC statement deleted the reference to \"policy firming\" and included the following sentence:The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.The sentence above confirms that the Fed's next move is the interest rate cut. However, the timing of the eventual cut appears to be data-dependent","content":"<html><head></head><body><h2 id=\"id_2111538725\" style=\"text-align: left;\">Summary</h2><ul style=\"\"><li><p>The Fed is expected to revise the SEP projections and signals less than three cuts in 2024, and further delay the first cut - which is essentially a &#34;higher-for-longer&#34;.</p></li><li><p>More importantly, an expected &#34;higher-for-longer&#34; could be interpreted as a &#34;higher-until-recession&#34;, which increases the probability of a recessionary bear market.</p></li><li><p>Even the modest hawkish turn could trigger an imminent correction in the S&amp;P500 due to the PE multiple contraction, as the speculative fever reverses.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f988d05ea2828caa5c9d9cd171a0cc19\" alt=\"Fed Chair Powell Testifies In Senate Banking Hearing\" title=\"Fed Chair Powell Testifies In Senate Banking Hearing\" tg-width=\"750\" tg-height=\"500\"/><span>Fed Chair Powell Testifies In Senate Banking Hearing</span></p><h2 id=\"id_2556363053\">The December SEP projections</h2><p>The FOMC is set to meet next week and will likely decide to leave the Federal Funds unchanged at the 5.25-5.50% range.</p><p>However, the market is starting to price the Fed&#39;s hawkish turn - or a signal from the Fed that it plans to cut interest rates less than 3 times in 2024, which is likely to be reflected in the revised Summary of Economic Projections SEP.</p><p>The last SEP projections from the December 2023 FOMC meeting are as follows:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d773c651aaa2e9a6fe8642ca50336e7d\" alt=\"SEP\" title=\"SEP\" tg-width=\"377\" tg-height=\"316\"/><span>SEP</span></p><ul style=\"\"><li><p>The FOMC signaled in December of 2023 that it plans to cut interest rates three times (from 5.33% to 4.6%) in 2024.</p></li><li><p>However, the FOMC also expected that 1) nominal GDP growth would slow to 1.4% in 2024, and 2) the unemployment rate would increase to 4.1%.</p></li><li><p>Thus, the FOMC was confident in December that these macro conditions would ensure that the core PCE inflation continues to gradually (sustainably) fall towards the 2% target, reaching the 2.4% mark in 2024.</p></li></ul><p>The FOMC statement following the December meeting included the sentence:</p><blockquote><p>In determining the extent of any additional policy firming that may be appropriate to return inflation to 2 percent over time...</p></blockquote><p>The sentence above still reflected a possible tightening bias by mentioning &#34;additional policy firming&#34;, however the revision of the projected appropriate policy path from 5.1% to 4.6% was a major dovish turn from the September FOMC meeting.</p><h2 id=\"id_910119847\">What happened since the December 2023 meeting?</h2><p>The FOMC met in January 2024, but it did not release the SEP projections. However, the FOMC statement deleted the reference to &#34;policy firming&#34; and included the following sentence:</p><blockquote><p>The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.</p></blockquote><p>The sentence above confirms that the Fed&#39;s next move is the interest rate cut. However, the timing of the eventual cut appears to be data-dependent - the Fed needs &#34;greater confidence&#34; that inflation is moving towards the 2% target.</p><p>This is essentially a &#34;higher-for-little-longer&#34; policy, so no immediate cuts were signaled.</p><p>However, the economic data since the December meeting does not support the policy easing - on the contrary, it suggests additional policy firming might be more appropriate. Here is why:</p><ul style=\"\"><li><p><strong>Inflation is accelerating</strong></p></li></ul><p>First of all, inflation is actually accelerating. The core CPI for January and February increased by 0.4% month-over-month, which led to an increase in the quarterly annualized core CPI inflation to 4.16%. The core PCE also increased by 0.4% MoM in January.</p><p>The graph below tells it all, monthly core CPI inflation has been increasing since June 2023, and once the base effects fade in June, the annual core CPI will start to increase.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2c95078f63e350b974ddc7d4a6929784\" alt=\"Core CPI MoM\" title=\"Core CPI MoM\" tg-width=\"640\" tg-height=\"261\"/><span>Core CPI MoM</span></p><ul style=\"\"><li><p><strong>The labor market is still very robust</strong></p></li></ul><p>The labor market has been very strong based on the initial weekly claims for unemployment, which are still just above the 200K - and that&#39;s very low based on the historical standards.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e59b2888052f23f075b8be03b93fe11c\" alt=\"Initial weekly claims\" title=\"Initial weekly claims\" tg-width=\"640\" tg-height=\"262\"/><span>Initial weekly claims</span></p><p>The payroll data has been very robust, and despite the revisions to the January data, the new job creation actually accelerated over the last three months, as the graph below shows.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ef076337cad7d034be4149085ac1dfc9\" alt=\"Payrolls\" title=\"Payrolls\" tg-width=\"640\" tg-height=\"259\"/><span>Payrolls</span></p><ul style=\"\"><li><p><strong>GDP growth is still well above the prediction</strong></p></li></ul><p>Thus, given the strong labor market, the real GDP growth seems to be around 2.3-2.5% for Q1 2024 based on the GDPNow measure, which is slower than the growth in Q4 2023, but still well above the Fed&#39;s 1.4% projection.</p><ul style=\"\"><li><p><strong>Financial markets have been under speculative mania</strong></p></li></ul><p>Since the Fed&#39;s dovish turn in December 2023, which was signaled in November, the financial conditions have loosened significantly, with the interest rates falling, USD depreciating, and the stock market soaring. In addition, the most speculative assets such as Bitcoin also soared. Here is the chart of AI-themed Super Micro Computer (SMCI), which is up 276% in 2024, and over 1000% since late 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e9d0623571b7bd51ef1833eb474764af\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><h4 id=\"id_1515050472\">The expected hawkish turn at the March meeting</h4><p>At the next meeting, the FOMC will evaluate the data since the last meeting in January, and since the last SEP projections in December, and make the necessary adjustments.</p><ul style=\"\"><li><p>Obviously, the FOMC will notice that inflation is not falling towards the 2% target as expected, and it&#39;s possibly accelerating.</p></li><li><p>Further, the FOMC will discuss the possibility that the neutral rate is much higher than initially estimated, and thus, the current policy rate is not as restrictive as initially expected.</p></li><li><p>Thus, the FOMC will reevaluate the projected appropriate policy path.</p></li><li><p>The obvious implication would be that the premature policy easing in December is loosening the financial conditions, which is boosting the inflationary pressures.</p></li><li><p>As a result, the FOMC should conclude that further monetary policy tightening is needed to tame the speculative fever and to broadly tighten the financial conditions.</p></li><li><p>However, the FOMC seems to be under political pressure to cut interest rates leading to the elections, based on Powell&#39;s testimony to Congress and admission that the Fed is &#34;not too far from cutting interest rates&#34; - despite the &#34;hot&#34; inflationary data.</p></li><li><p>Thus, the FOMC is likely to revise the SEP projections and signal 1-2 cuts in 2024, and keep the statement &#34;<em>The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent</em>.&#34;</p></li><li><p>Even this slight adjustment is likely to be interpreted as a hawkish turn.</p></li><li><p>The December Federal Funds futures are currently implying a 4.7% policy rate by the end of 2024, above the Fed&#39;s 4.6% prediction.</p></li></ul><h2 id=\"id_341927152\">The big picture</h2><p>In the big picture, it is all about whether the Fed needs to induce a recession to bring inflation sustainably towards the 2% target.</p><p>The Fed&#39;s dovish turn in December signaled that the Fed does not need to induce a recession, and that a soft-landing&#34; would be sufficient for inflation to return to the 2% target.</p><p>However, the longer the yield curve stays inverted, the higher the probability of a recession. The yield curve is currently inverted for the longest time ever. That means that the probability of a recession is already very high, and the delayed normalization only increased the chance that the economy slips into a deep recession.</p><p>Thus, even a modest hawkish turn where the Fed further delays normalization is essentially a &#34;higher-for-longer policy&#34;, or a &#34;higher-until-recession&#34; policy. In other words, the Fed could be becoming aware that it might have to induce a &#34;hard landing&#34; - similarly to all other hiking cycles, except in 1995.</p><h2 id=\"id_109542545\">Implications</h2><p>The S&amp;P 500 (SP500) PE ratio is currently above 23, while the expected 2024 earnings growth is around 10%. Thus, SP500 is overvalued by historical standards, while the expected earnings growth does not assume even a modest slowdown. Both of these metrics are irrational, given the current macro situation.</p><p>As a result, the S&amp;P500 is likely to significantly correct over the near term, and the intermediate term.</p><ul style=\"\"><li><p>First, the expected hawkish turn by the Fed (SEP revision) is likely to cause the reversal of the speculative fever since the premature dovish turn in December, and thus, the PE multiple contraction</p></li><li><p>Second, the probability of a recession is increasing with the delayed cuts, and thus, the earnings growth expectations for 2024 are likely to be downgraded, which is likely to culminate with a major recessionary bear market.</p></li></ul><p>Thus, I am downgrading my outlook for S&amp;P 500 (SPY) (SPX) from Neutral to Sell.</p><p>Obviously, the key risk to the outlook is if the Fed actually signals a cut in June, by stating that it&#39;s getting &#34;more confident&#34; that inflation is falling sustainably towards the 2% target - ignoring the data, and succumbing to political pressure. The signal of a politically influenced Fed could light the fire under the current speculative bubbles, in which case I will quickly revise my recommendation accordingly.</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 Fed Meeting Preview: Expect A Hawkish Turn, Possibly A “Higher-Until-Recession\"</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 Meeting Preview: Expect A Hawkish Turn, Possibly A “Higher-Until-Recession\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-17 16:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4678657-fed-meeting-preview-expect-hawkish-turn-possibly-higher-until-recession><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed is expected to revise the SEP projections and signals less than three cuts in 2024, and further delay the first cut - which is essentially a \"higher-for-longer\".More importantly, an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4678657-fed-meeting-preview-expect-hawkish-turn-possibly-higher-until-recession\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4678657-fed-meeting-preview-expect-hawkish-turn-possibly-higher-until-recession","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165320131","content_text":"SummaryThe Fed is expected to revise the SEP projections and signals less than three cuts in 2024, and further delay the first cut - which is essentially a \"higher-for-longer\".More importantly, an expected \"higher-for-longer\" could be interpreted as a \"higher-until-recession\", which increases the probability of a recessionary bear market.Even the modest hawkish turn could trigger an imminent correction in the S&P500 due to the PE multiple contraction, as the speculative fever reverses.Fed Chair Powell Testifies In Senate Banking HearingThe December SEP projectionsThe FOMC is set to meet next week and will likely decide to leave the Federal Funds unchanged at the 5.25-5.50% range.However, the market is starting to price the Fed's hawkish turn - or a signal from the Fed that it plans to cut interest rates less than 3 times in 2024, which is likely to be reflected in the revised Summary of Economic Projections SEP.The last SEP projections from the December 2023 FOMC meeting are as follows:SEPThe FOMC signaled in December of 2023 that it plans to cut interest rates three times (from 5.33% to 4.6%) in 2024.However, the FOMC also expected that 1) nominal GDP growth would slow to 1.4% in 2024, and 2) the unemployment rate would increase to 4.1%.Thus, the FOMC was confident in December that these macro conditions would ensure that the core PCE inflation continues to gradually (sustainably) fall towards the 2% target, reaching the 2.4% mark in 2024.The FOMC statement following the December meeting included the sentence:In determining the extent of any additional policy firming that may be appropriate to return inflation to 2 percent over time...The sentence above still reflected a possible tightening bias by mentioning \"additional policy firming\", however the revision of the projected appropriate policy path from 5.1% to 4.6% was a major dovish turn from the September FOMC meeting.What happened since the December 2023 meeting?The FOMC met in January 2024, but it did not release the SEP projections. However, the FOMC statement deleted the reference to \"policy firming\" and included the following sentence:The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.The sentence above confirms that the Fed's next move is the interest rate cut. However, the timing of the eventual cut appears to be data-dependent - the Fed needs \"greater confidence\" that inflation is moving towards the 2% target.This is essentially a \"higher-for-little-longer\" policy, so no immediate cuts were signaled.However, the economic data since the December meeting does not support the policy easing - on the contrary, it suggests additional policy firming might be more appropriate. Here is why:Inflation is acceleratingFirst of all, inflation is actually accelerating. The core CPI for January and February increased by 0.4% month-over-month, which led to an increase in the quarterly annualized core CPI inflation to 4.16%. The core PCE also increased by 0.4% MoM in January.The graph below tells it all, monthly core CPI inflation has been increasing since June 2023, and once the base effects fade in June, the annual core CPI will start to increase.Core CPI MoMThe labor market is still very robustThe labor market has been very strong based on the initial weekly claims for unemployment, which are still just above the 200K - and that's very low based on the historical standards.Initial weekly claimsThe payroll data has been very robust, and despite the revisions to the January data, the new job creation actually accelerated over the last three months, as the graph below shows.PayrollsGDP growth is still well above the predictionThus, given the strong labor market, the real GDP growth seems to be around 2.3-2.5% for Q1 2024 based on the GDPNow measure, which is slower than the growth in Q4 2023, but still well above the Fed's 1.4% projection.Financial markets have been under speculative maniaSince the Fed's dovish turn in December 2023, which was signaled in November, the financial conditions have loosened significantly, with the interest rates falling, USD depreciating, and the stock market soaring. In addition, the most speculative assets such as Bitcoin also soared. Here is the chart of AI-themed Super Micro Computer (SMCI), which is up 276% in 2024, and over 1000% since late 2023.ChartThe expected hawkish turn at the March meetingAt the next meeting, the FOMC will evaluate the data since the last meeting in January, and since the last SEP projections in December, and make the necessary adjustments.Obviously, the FOMC will notice that inflation is not falling towards the 2% target as expected, and it's possibly accelerating.Further, the FOMC will discuss the possibility that the neutral rate is much higher than initially estimated, and thus, the current policy rate is not as restrictive as initially expected.Thus, the FOMC will reevaluate the projected appropriate policy path.The obvious implication would be that the premature policy easing in December is loosening the financial conditions, which is boosting the inflationary pressures.As a result, the FOMC should conclude that further monetary policy tightening is needed to tame the speculative fever and to broadly tighten the financial conditions.However, the FOMC seems to be under political pressure to cut interest rates leading to the elections, based on Powell's testimony to Congress and admission that the Fed is \"not too far from cutting interest rates\" - despite the \"hot\" inflationary data.Thus, the FOMC is likely to revise the SEP projections and signal 1-2 cuts in 2024, and keep the statement \"The Committee does not expect it will be appropriate to reduce the target range until it has gained greater confidence that inflation is moving sustainably toward 2 percent.\"Even this slight adjustment is likely to be interpreted as a hawkish turn.The December Federal Funds futures are currently implying a 4.7% policy rate by the end of 2024, above the Fed's 4.6% prediction.The big pictureIn the big picture, it is all about whether the Fed needs to induce a recession to bring inflation sustainably towards the 2% target.The Fed's dovish turn in December signaled that the Fed does not need to induce a recession, and that a soft-landing\" would be sufficient for inflation to return to the 2% target.However, the longer the yield curve stays inverted, the higher the probability of a recession. The yield curve is currently inverted for the longest time ever. That means that the probability of a recession is already very high, and the delayed normalization only increased the chance that the economy slips into a deep recession.Thus, even a modest hawkish turn where the Fed further delays normalization is essentially a \"higher-for-longer policy\", or a \"higher-until-recession\" policy. In other words, the Fed could be becoming aware that it might have to induce a \"hard landing\" - similarly to all other hiking cycles, except in 1995.ImplicationsThe S&P 500 (SP500) PE ratio is currently above 23, while the expected 2024 earnings growth is around 10%. Thus, SP500 is overvalued by historical standards, while the expected earnings growth does not assume even a modest slowdown. Both of these metrics are irrational, given the current macro situation.As a result, the S&P500 is likely to significantly correct over the near term, and the intermediate term.First, the expected hawkish turn by the Fed (SEP revision) is likely to cause the reversal of the speculative fever since the premature dovish turn in December, and thus, the PE multiple contractionSecond, the probability of a recession is increasing with the delayed cuts, and thus, the earnings growth expectations for 2024 are likely to be downgraded, which is likely to culminate with a major recessionary bear market.Thus, I am downgrading my outlook for S&P 500 (SPY) (SPX) from Neutral to Sell.Obviously, the key risk to the outlook is if the Fed actually signals a cut in June, by stating that it's getting \"more confident\" that inflation is falling sustainably towards the 2% target - ignoring the data, and succumbing to political pressure. The signal of a politically influenced Fed could light the fire under the current speculative bubbles, in which case I will quickly revise my recommendation accordingly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":292202723381304,"gmtCreate":1712364470621,"gmtModify":1712364475660,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Celebrating my tiger/ cat 2-month birthday","listText":"Celebrating my tiger/ cat 2-month birthday","text":"Celebrating my tiger/ cat 2-month birthday","images":[{"img":"https://community-static.tradeup.com/news/1f1dc6eb47ba0a48903f49d09c7708cb"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/292202723381304","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":1,"crmLevelSwitch":0},"content":"Oh my goodness!, you have the cutest darn kitten!!!","text":"Oh my goodness!, you have the cutest darn kitten!!!","html":"Oh my goodness!, you have the cutest darn kitten!!!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":282389853888608,"gmtCreate":1709971346928,"gmtModify":1709971350527,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Never!","listText":"Never!","text":"Never!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282389853888608","repostId":"2417325031","repostType":2,"repost":{"id":"2417325031","pubTimestamp":1709955000,"share":"https://www.laohu8.com/m/news/2417325031?lang=&edition=full","pubTime":"2024-03-09 11:30","market":"us","language":"en","title":"How Soon Will Super Micro Computer Stock Hit $2,000?","url":"https://stock-news.laohu8.com/highlight/detail?id=2417325031","media":"Motley Fool","summary":"It may not take long for this high-flying AI stock to hit that milestone.","content":"<html><head></head><body><ul style=\"\"><li><p>Super Micro Computer stock is trading at an all-time high, and it still has room for more upside.</p></li><li><p>The company&#39;s improving production capacity could send its stock soaring over the next year or so.</p></li><li><p>The valuation means that investors can still consider buying the stock and take advantage of its AI-fueled surge.</p></li></ul><p>The past year has been phenomenal for <strong>Super Micro Computer</strong> investors; shares of the server manufacturer have shot up a stunning 1,090% over the past 52 weeks. Investors have been buying Supermicro stock hand over fist thanks to the booming demand for its solutions that are being deployed in artificial intelligence (AI) servers.</p><p>Supermicro&#39;s impending inclusion in the <strong>S&amp;P 500</strong> index has further added to investors&#39; enthusiasm. The stock is trading at an all-time high of  $1,229 this week following eye-popping gains of 309% <em>just</em> in 2024. Given that Supermicro&#39;s share price has quadrupled just over the past two months or so, does it mean that it is a matter of time before it jumps another 63% and hits a stock price of $2,000? Let&#39;s find out.</p><h2 id=\"id_4051462100\">Supermicro&#39;s immense growth potential suggests the stock has room to run higher</h2><p>Though Supermicro (the name its business operates as) has shot up big-time in the past year, it is worth noting that the stock trades at just 5.6 times sales right now. That&#39;s surprisingly cheap when you consider that other companies that benefit from AI adoption, such as <strong>Nvidia</strong> and <strong>Palantir Technologies</strong>, trade at much higher sales multiples. What&#39;s more, Supermicro is currently cheaper than the <strong>Nasdaq-100 Technology Sector</strong> index&#39;s price-to-sales ratio of 8.45.</p><p>There is still room for the market to reward Supermicro stock with a higher valuation. That won&#39;t be surprising considering the company&#39;s accelerating growth. When the company released its second-quarter fiscal 2024 results (for the quarter ending Dec. 31, 2023), it raised its full-year revenue guidance to a range of $14.3 billion to $14.7 billion.</p><p>Investors should note that Supermicro originally announced fiscal 2024 revenue guidance of $9.5 billion to $10.5 billion in August last year when it released its fiscal 2023 results. So, the company has increased its full-year revenue guidance by 45% at the midpoint in a space of just two quarters. This also explains why analysts have significantly raised their revenue expectations from Supermicro for fiscal years 2024 and 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b494001c2146237d023260c6bc7daf8\" alt=\"SMCI Revenue Estimates for Current Fiscal Year data by YCharts\" title=\"SMCI Revenue Estimates for Current Fiscal Year data by YCharts\" tg-width=\"720\" tg-height=\"380\"/><span>SMCI Revenue Estimates for Current Fiscal Year data by YCharts</span></p><p>According to the chart above, Supermicro could generate just over $20 billion in revenue in fiscal 2025, which will begin in July this year and end in June 2025. Assuming it does hit that mark and maintains its current price-to-sales ratio after a year, its market cap could jump to $112 billion. That points toward an 87% jump based on Supermicro&#39;s current market cap of $60 billion, which is just what the stock needs to hit a price of $2,000.</p><p>In other words, Supermicro stock could hit the $2,000 stock price milestone in the space of just over a year. But don&#39;t be surprised to see it deliver even bigger gains as it seems capable of surpassing the $20 billion in annual revenue estimate that analysts have set for it for fiscal 2025.</p><h2 id=\"id_1050240169\">Stronger production capacity could give its top line a big boost</h2><p>On its January earnings conference call, Supermicro CEO Charles Liang pointed out that the company is adding new production facilities and warehouses near its headquarters in San Jose, California, which should be up and running in &#34;a few months.&#34; The CEO also added that its new facility in Malaysia will help it support an annual revenue capacity that tops $25 billion.</p><p>The Malaysian facility is expected to start production in the second half of Supermicro&#39;s current fiscal year, which will put it in a position to smash past analysts&#39; expectations in the next fiscal year. The company can do that as its server rack solutions are in strong demand for deploying powerful AI chips from the likes of Nvidia.</p><p>More specifically, the company got more than half of its revenue from selling AI-related server solutions in the previous quarter. Supermicro management also provided a hint that AI will continue to be a key growth driver, pointing out on the earnings call that &#34;next-generation AI and CPU platforms continue to drive strong levels of design wins, orders and backlog.&#34;</p><p>It is also worth noting that Supermicro is working to significantly enhance its production capacity of liquid-cooled servers by June this year. The company seems to be doing the right thing by making this move as Nvidia&#39;s upcoming AI graphics cards will reportedly consume 40% more power as compared to the previous generation offerings. This could create a strong demand for liquid-cooled servers and help Supermicro fill out its enhanced production capacity.</p><p>All this indicates that Supermicro stock&#39;s red-hot momentum is here to stay. Considering its shares aren&#39;t all that expensive right now, investors looking to buy an AI stock would do well to buy Supermicro right away as it seems set to breach the $2,000 mark over the next year or so.</p><p>Even then, Supermicro stock seems to have room for more upside. The AI server market is expected to generate $177 billion in annual revenue in 2032 as compared to $38 billion last year, according to Global Market Insights, indicating that Super Micro Computer could be at the beginning of a multiyear growth curve.</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>How Soon Will Super Micro Computer Stock Hit $2,000?</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\">\nHow Soon Will Super Micro Computer Stock Hit $2,000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-09 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/08/how-soon-will-super-micro-computer-stock-hit-2000/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer stock is trading at an all-time high, and it still has room for more upside.The company's improving production capacity could send its stock soaring over the next year or so.The ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/08/how-soon-will-super-micro-computer-stock-hit-2000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://www.fool.com/investing/2024/03/08/how-soon-will-super-micro-computer-stock-hit-2000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417325031","content_text":"Super Micro Computer stock is trading at an all-time high, and it still has room for more upside.The company's improving production capacity could send its stock soaring over the next year or so.The valuation means that investors can still consider buying the stock and take advantage of its AI-fueled surge.The past year has been phenomenal for Super Micro Computer investors; shares of the server manufacturer have shot up a stunning 1,090% over the past 52 weeks. Investors have been buying Supermicro stock hand over fist thanks to the booming demand for its solutions that are being deployed in artificial intelligence (AI) servers.Supermicro's impending inclusion in the S&P 500 index has further added to investors' enthusiasm. The stock is trading at an all-time high of  $1,229 this week following eye-popping gains of 309% just in 2024. Given that Supermicro's share price has quadrupled just over the past two months or so, does it mean that it is a matter of time before it jumps another 63% and hits a stock price of $2,000? Let's find out.Supermicro's immense growth potential suggests the stock has room to run higherThough Supermicro (the name its business operates as) has shot up big-time in the past year, it is worth noting that the stock trades at just 5.6 times sales right now. That's surprisingly cheap when you consider that other companies that benefit from AI adoption, such as Nvidia and Palantir Technologies, trade at much higher sales multiples. What's more, Supermicro is currently cheaper than the Nasdaq-100 Technology Sector index's price-to-sales ratio of 8.45.There is still room for the market to reward Supermicro stock with a higher valuation. That won't be surprising considering the company's accelerating growth. When the company released its second-quarter fiscal 2024 results (for the quarter ending Dec. 31, 2023), it raised its full-year revenue guidance to a range of $14.3 billion to $14.7 billion.Investors should note that Supermicro originally announced fiscal 2024 revenue guidance of $9.5 billion to $10.5 billion in August last year when it released its fiscal 2023 results. So, the company has increased its full-year revenue guidance by 45% at the midpoint in a space of just two quarters. This also explains why analysts have significantly raised their revenue expectations from Supermicro for fiscal years 2024 and 2025.SMCI Revenue Estimates for Current Fiscal Year data by YChartsAccording to the chart above, Supermicro could generate just over $20 billion in revenue in fiscal 2025, which will begin in July this year and end in June 2025. Assuming it does hit that mark and maintains its current price-to-sales ratio after a year, its market cap could jump to $112 billion. That points toward an 87% jump based on Supermicro's current market cap of $60 billion, which is just what the stock needs to hit a price of $2,000.In other words, Supermicro stock could hit the $2,000 stock price milestone in the space of just over a year. But don't be surprised to see it deliver even bigger gains as it seems capable of surpassing the $20 billion in annual revenue estimate that analysts have set for it for fiscal 2025.Stronger production capacity could give its top line a big boostOn its January earnings conference call, Supermicro CEO Charles Liang pointed out that the company is adding new production facilities and warehouses near its headquarters in San Jose, California, which should be up and running in \"a few months.\" The CEO also added that its new facility in Malaysia will help it support an annual revenue capacity that tops $25 billion.The Malaysian facility is expected to start production in the second half of Supermicro's current fiscal year, which will put it in a position to smash past analysts' expectations in the next fiscal year. The company can do that as its server rack solutions are in strong demand for deploying powerful AI chips from the likes of Nvidia.More specifically, the company got more than half of its revenue from selling AI-related server solutions in the previous quarter. Supermicro management also provided a hint that AI will continue to be a key growth driver, pointing out on the earnings call that \"next-generation AI and CPU platforms continue to drive strong levels of design wins, orders and backlog.\"It is also worth noting that Supermicro is working to significantly enhance its production capacity of liquid-cooled servers by June this year. The company seems to be doing the right thing by making this move as Nvidia's upcoming AI graphics cards will reportedly consume 40% more power as compared to the previous generation offerings. This could create a strong demand for liquid-cooled servers and help Supermicro fill out its enhanced production capacity.All this indicates that Supermicro stock's red-hot momentum is here to stay. Considering its shares aren't all that expensive right now, investors looking to buy an AI stock would do well to buy Supermicro right away as it seems set to breach the $2,000 mark over the next year or so.Even then, Supermicro stock seems to have room for more upside. The AI server market is expected to generate $177 billion in annual revenue in 2032 as compared to $38 billion last year, according to Global Market Insights, indicating that Super Micro Computer could be at the beginning of a multiyear growth curve.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282318720463008,"gmtCreate":1709951434371,"gmtModify":1709951438242,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"She is right for once 😂👍","listText":"She is right for once 😂👍","text":"She is right for once 😂👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282318720463008","repostId":"2418309037","repostType":2,"repost":{"id":"2418309037","pubTimestamp":1709947800,"share":"https://www.laohu8.com/m/news/2418309037?lang=&edition=full","pubTime":"2024-03-09 09:30","market":"us","language":"en","title":"Cathie Wood Says Semiconductor Stocks Risk a Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=2418309037","media":"Bloomberg","summary":"Wood says lead times are coming down for chip ordersSemiconductor stocks are among the best performers this yearCathie WoodCathie Wood says semiconductor stocks may endure a market correction as the s","content":"<html><head></head><body><ul style=\"\"><li><p>Wood says lead times are coming down for chip orders</p></li><li><p>Semiconductor stocks are among the best performers this year</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9eb3565172b2a7a8ecc97c7af2ff6106\" alt=\"Cathie Wood\" title=\"Cathie Wood\" tg-width=\"2000\" tg-height=\"1333\"/><span>Cathie Wood</span></p><p style=\"text-align: start;\">Cathie Wood says semiconductor stocks may endure a market correction as the supply chain for the technology perks up.</p><p style=\"text-align: start;\">“The one place we could see a correction — and it’s just a correction, we’re not calling it the end of this at all — is in the chip space,” the head of ARK Investment Management told Bloomberg Businessweek Radio Friday.</p><p style=\"text-align: start;\">Semiconductor stocks are among the best-performing stocks this year, with shares of Nvidia Corp. up around 80%, after gaining roughly 240% in 2023. Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.</p><p style=\"text-align: start;\">Wood said that shortages in GPUs that grew last year as artificial intelligence tools like ChatGPT gained popularity have now begun to ease. Lead times are coming down for GPUs and for Nvidia in particular, Wood said, from the eight to 11 month range to about three to four months.</p><p style=\"text-align: start;\">“So that is suggesting that there was probably a lot of double and triple ordering as the word ‘shortage’ was making the rounds, and then those inventories will have to be digested,” she added.</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>Cathie Wood Says Semiconductor Stocks Risk a Correction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Says Semiconductor Stocks Risk a Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-09 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-03-08/cathie-wood-says-semiconductor-stocks-risk-a-correction?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wood says lead times are coming down for chip ordersSemiconductor stocks are among the best performers this yearCathie WoodCathie Wood says semiconductor stocks may endure a market correction as the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-03-08/cathie-wood-says-semiconductor-stocks-risk-a-correction?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4543":"AI","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SOXL":"三倍做多半导体ETF-Direxion Daily","LU0080751232.USD":"富达环球多元动力基金A","NVDA":"英伟达","BK4567":"ESG概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","SOX":"费城半导体指数","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4141":"半导体产品","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4588":"碎股","SOXS":"三倍做空半导体ETF-Direxion Daily","BK4503":"景林资产持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4551":"寇图资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","ARKK":"ARK Innovation ETF","BK4581":"高盛持仓","BK4527":"明星科技股","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4529":"IDC概念","LU0444971666.USD":"天利全球科技基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4592":"伊斯兰概念","BK4585":"ETF&股票定投概念"},"source_url":"https://www.bloomberg.com/news/articles/2024-03-08/cathie-wood-says-semiconductor-stocks-risk-a-correction?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2418309037","content_text":"Wood says lead times are coming down for chip ordersSemiconductor stocks are among the best performers this yearCathie WoodCathie Wood says semiconductor stocks may endure a market correction as the supply chain for the technology perks up.“The one place we could see a correction — and it’s just a correction, we’re not calling it the end of this at all — is in the chip space,” the head of ARK Investment Management told Bloomberg Businessweek Radio Friday.Semiconductor stocks are among the best-performing stocks this year, with shares of Nvidia Corp. up around 80%, after gaining roughly 240% in 2023. Wood bought Nvidia in 2014, but sold out of most of her position before the company’s rally last year.Wood said that shortages in GPUs that grew last year as artificial intelligence tools like ChatGPT gained popularity have now begun to ease. Lead times are coming down for GPUs and for Nvidia in particular, Wood said, from the eight to 11 month range to about three to four months.“So that is suggesting that there was probably a lot of double and triple ordering as the word ‘shortage’ was making the rounds, and then those inventories will have to be digested,” she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283369781223448,"gmtCreate":1710210586368,"gmtModify":1710211206688,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/COIN 20240322 310.0 CALL\">$COIN 20240322 310.0 CALL$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/COIN 20240322 310.0 CALL\">$COIN 20240322 310.0 CALL$</a>&nbsp;","text":"$COIN 20240322 310.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/775eb3368c9dd50db8d4f6c6323cd289","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283369781223448","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":282432313978904,"gmtCreate":1709981712529,"gmtModify":1709981718768,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"No wonder why #platinum has been trading so poorly lately. Small traders have been pilling up long bets to reach a 2-yr high 😂😂 Best contrarian indicator? #commodities #preciousmetals #COT $PL","listText":"No wonder why #platinum has been trading so poorly lately. Small traders have been pilling up long bets to reach a 2-yr high 😂😂 Best contrarian indicator? #commodities #preciousmetals #COT $PL","text":"No wonder why #platinum has been trading so poorly lately. Small traders have been pilling up long bets to reach a 2-yr high 😂😂 Best contrarian indicator? #commodities #preciousmetals #COT $PL","images":[{"img":"https://community-static.tradeup.com/news/cceeecde0c2015aed500499678579cd7","width":"1258","height":"893"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282432313978904","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300790582067336,"gmtCreate":1714454623281,"gmtModify":1714454628007,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"What Enron Musk knows that we don't know&nbsp;[LOL]&nbsp;&nbsp;[LOL]&nbsp;&nbsp;","listText":"What Enron Musk knows that we don't know&nbsp;[LOL]&nbsp;&nbsp;[LOL]&nbsp;&nbsp;","text":"What Enron Musk knows that we don't know [LOL] [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300790582067336","repostId":"2431433205","repostType":2,"repost":{"id":"2431433205","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":1714453620,"share":"https://www.laohu8.com/m/news/2431433205?lang=&edition=full","pubTime":"2024-04-30 13:07","market":"us","language":"en","title":"Musk Lays off Tesla Senior Executives in Fresh Job Cuts, The Information Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2431433205","media":"Reuters","summary":"April 30 (Reuters) - Elon Musk is thinning Tesla's senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early ","content":"<html><head></head><body><p>April 30 (Reuters) - Elon Musk is thinning Tesla&#39;s senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.</p><p>Rebecca Tinucci, senior director of the electric vehicle maker&#39;s Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.</p><p>In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.</p><p>&#34;Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,&#34; Musk wrote in the email, the report said. &#34;While some on exec staff are taking this seriously, most are not yet doing so.&#34;</p><p>Tesla&#39;s public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.</p><p>Tesla did not immediately respond to Reuters&#39; request for comment.</p><p>Earlier this month, Tesla ordered the layoffs of more than 10% of its global workforce, as it grapples with falling sales and an intensifying price war for electric vehicles (EVs).</p><p>Two senior leaders, battery development chief Drew Baglino and Patel also announced their departures, drawing posts of thanks from Musk although some investors were concerned.</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>Musk Lays off Tesla Senior Executives in Fresh Job Cuts, The Information Reports</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\">\nMusk Lays off Tesla Senior Executives in Fresh Job Cuts, The Information Reports\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\">2024-04-30 13:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>April 30 (Reuters) - Elon Musk is thinning Tesla&#39;s senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.</p><p>Rebecca Tinucci, senior director of the electric vehicle maker&#39;s Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.</p><p>In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.</p><p>&#34;Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,&#34; Musk wrote in the email, the report said. &#34;While some on exec staff are taking this seriously, most are not yet doing so.&#34;</p><p>Tesla&#39;s public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.</p><p>Tesla did not immediately respond to Reuters&#39; request for comment.</p><p>Earlier this month, Tesla ordered the layoffs of more than 10% of its global workforce, as it grapples with falling sales and an intensifying price war for electric vehicles (EVs).</p><p>Two senior leaders, battery development chief Drew Baglino and Patel also announced their departures, drawing posts of thanks from Musk although some investors were concerned.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4134":"信息科技咨询与其它服务","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4099":"汽车制造商","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4592":"伊斯兰概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4588":"碎股"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431433205","content_text":"April 30 (Reuters) - Elon Musk is thinning Tesla's senior management and laying off hundreds more employees, frustrated by falling sales and the pace of layoffs so far, The Information reported early Tuesday, citing an email sent by the CEO to senior executives.Rebecca Tinucci, senior director of the electric vehicle maker's Supercharger business, and Daniel Ho, head of new products, will leave on Tuesday morning, The Information reported.In the email, Musk also said he would dismiss everyone working for Tinucci and Ho, including the roughly 500 employees who work in the Supercharger group, The Information said.\"Hopefully these actions are making it clear that we need to be absolutely hard core about headcount and cost reduction,\" Musk wrote in the email, the report said. \"While some on exec staff are taking this seriously, most are not yet doing so.\"Tesla's public policy team, which was led by former executive Rohan Patel, will also be dissolved, according to the report.Tesla did not immediately respond to Reuters' request for comment.Earlier this month, Tesla ordered the layoffs of more than 10% of its global workforce, as it grapples with falling sales and an intensifying price war for electric vehicles (EVs).Two senior leaders, battery development chief Drew Baglino and Patel also announced their departures, drawing posts of thanks from Musk although some investors were concerned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285659727872192,"gmtCreate":1710775963182,"gmtModify":1710775967805,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Great start of 2024!","listText":"Great start of 2024!","text":"Great start of 2024!","images":[{"img":"https://community-static.tradeup.com/news/5022a27df0d3ee41ba650bc2fa27ff2b","width":"1284","height":"1140"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285659727872192","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":284599329775816,"gmtCreate":1710488344687,"gmtModify":1710488367067,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Everything she touches is doom to fail, she is the worst stock&nbsp;picker.. ok with Jim&nbsp;cramer 😂","listText":"Everything she touches is doom to fail, she is the worst stock&nbsp;picker.. ok with Jim&nbsp;cramer 😂","text":"Everything she touches is doom to fail, she is the worst stock picker.. ok with Jim cramer 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284599329775816","repostId":"2419996230","repostType":2,"repost":{"id":"2419996230","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":1710487800,"share":"https://www.laohu8.com/m/news/2419996230?lang=&edition=full","pubTime":"2024-03-15 15:30","market":"us","language":"en","title":"Cathie Wood to Tesla's Rescue? Ark Invest Scoops up $35M of EV Giant's Sliding Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2419996230","media":"Benzinga","summary":"ZINGER KEY POINTSTesla is still the third largest holding of Ark's ARKK, having a 7.36% weighting in the flagship ETF.The recent weakness in Tesla stock is blamed on investor worries about a huge Q1 d","content":"<html><head></head><body><h4 id=\"id_4203814593\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Tesla is still the third largest holding of Ark&#39;s ARKK, having a 7.36% weighting in the flagship ETF.</p></li><li><p>The recent weakness in Tesla stock is blamed on investor worries about a huge Q1 deliveries miss.</p></li></ul><p><strong>Tesla, Inc.</strong> shares have been on a downward spiral this year amid worries about the EV giant potentially missing first-quarter delivery targets. Undeterred by the recent weakness, <strong>Cathie Wood</strong>‘s <strong>Ark Investment Management</strong> actively bought Tesla shares on Thursday.</p><p style=\"text-align: start;\"><strong>Ark’s Pile-Up: </strong>Ark purchased a total of 216,682 Tesla shares across three of its actively managed exchange-traded funds on Thursday. The purchase, valued at $35.21 million based on Tesla’s closing price of $162.50, is broken down as follows:</p><ul style=\"list-style-type: disc;\"><li><p>Ark Innovation ETF (ARKK): 161,956 shares</p></li><li><p>ARK Autonomous Technology &amp; Robotics ETF (ARKQ): 18,543 shares</p></li><li><p>Ark Next Generation Internet ETF (ARKW): 36,183 shares</p></li></ul><p style=\"text-align: start;\"><strong>Tesla Faces Headwinds</strong></p><p style=\"text-align: start;\">Tesla’s stock has been on a broader downtrend since late 2021, with the decline accelerating since mid-2023. This can be attributed to several factors:</p><ul style=\"list-style-type: disc;\"><li><p><strong>EV market slowdown:</strong> The overall electric vehicle market is experiencing a slowdown.</p></li><li><p><strong>Rising interest rates:</strong> Higher interest rates are generally negative for growth stocks like Tesla.</p></li><li><p><strong>Strategic concerns:</strong> Investors are concerned about a lack of transparency in communication, the absence of a low-end vehicle in Tesla’s product lineup, and recent aggressive price cuts.</p></li></ul><p><strong>Analyst Downgrades and Short Positions</strong></p><p style=\"text-align: start;\">Adding to the pressure, Wall Street analysts are increasingly lowering their delivery estimates for Tesla in the first quarter, suggesting their initial forecasts might have been overly optimistic.</p><p style=\"text-align: start;\">Furthermore, some prominent investors are taking a bearish stance. Longtime Tesla supporter and investor <strong>Kevin Paffrath</strong> recently announced shorting the stock, predicting a near-term drop to $148 or even $101. Additionally, <strong>Gary Black</strong> of <strong>Future Fund</strong> has significantly reduced his fund’s Tesla holdings.</p><p style=\"text-align: start;\"><strong>Wood Remains Bullish: </strong>In contrast to the prevailing bearish sentiment, Wood maintains a largely bullish outlook on Tesla and its long-term potential. Tesla remains the third-largest holding in her flagship ARKK fund, accounting for 7.36% of its portfolio with a value of $574.88 million.</p><p style=\"text-align: start;\">Other analysts, such as Wedbush’s <strong>Daniel Ives</strong>, also remain optimistic, pinning their hopes on advancements in AI technology to provide a boost to Tesla shares in the coming years.</p><p style=\"text-align: start;\"><strong>Market Performance: </strong>Tesla closed Thursday’s session down 4.12% at $162.50, marking its lowest closing price since May 4, 2023. ARKK also lost 3.22%, closing at $48.74, according to Benzinga Pro data.</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>Cathie Wood to Tesla's Rescue? Ark Invest Scoops up $35M of EV Giant's Sliding Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood to Tesla's Rescue? Ark Invest Scoops up $35M of EV Giant's Sliding Stock\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\">2024-03-15 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_4203814593\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Tesla is still the third largest holding of Ark&#39;s ARKK, having a 7.36% weighting in the flagship ETF.</p></li><li><p>The recent weakness in Tesla stock is blamed on investor worries about a huge Q1 deliveries miss.</p></li></ul><p><strong>Tesla, Inc.</strong> shares have been on a downward spiral this year amid worries about the EV giant potentially missing first-quarter delivery targets. Undeterred by the recent weakness, <strong>Cathie Wood</strong>‘s <strong>Ark Investment Management</strong> actively bought Tesla shares on Thursday.</p><p style=\"text-align: start;\"><strong>Ark’s Pile-Up: </strong>Ark purchased a total of 216,682 Tesla shares across three of its actively managed exchange-traded funds on Thursday. The purchase, valued at $35.21 million based on Tesla’s closing price of $162.50, is broken down as follows:</p><ul style=\"list-style-type: disc;\"><li><p>Ark Innovation ETF (ARKK): 161,956 shares</p></li><li><p>ARK Autonomous Technology &amp; Robotics ETF (ARKQ): 18,543 shares</p></li><li><p>Ark Next Generation Internet ETF (ARKW): 36,183 shares</p></li></ul><p style=\"text-align: start;\"><strong>Tesla Faces Headwinds</strong></p><p style=\"text-align: start;\">Tesla’s stock has been on a broader downtrend since late 2021, with the decline accelerating since mid-2023. This can be attributed to several factors:</p><ul style=\"list-style-type: disc;\"><li><p><strong>EV market slowdown:</strong> The overall electric vehicle market is experiencing a slowdown.</p></li><li><p><strong>Rising interest rates:</strong> Higher interest rates are generally negative for growth stocks like Tesla.</p></li><li><p><strong>Strategic concerns:</strong> Investors are concerned about a lack of transparency in communication, the absence of a low-end vehicle in Tesla’s product lineup, and recent aggressive price cuts.</p></li></ul><p><strong>Analyst Downgrades and Short Positions</strong></p><p style=\"text-align: start;\">Adding to the pressure, Wall Street analysts are increasingly lowering their delivery estimates for Tesla in the first quarter, suggesting their initial forecasts might have been overly optimistic.</p><p style=\"text-align: start;\">Furthermore, some prominent investors are taking a bearish stance. Longtime Tesla supporter and investor <strong>Kevin Paffrath</strong> recently announced shorting the stock, predicting a near-term drop to $148 or even $101. Additionally, <strong>Gary Black</strong> of <strong>Future Fund</strong> has significantly reduced his fund’s Tesla holdings.</p><p style=\"text-align: start;\"><strong>Wood Remains Bullish: </strong>In contrast to the prevailing bearish sentiment, Wood maintains a largely bullish outlook on Tesla and its long-term potential. Tesla remains the third-largest holding in her flagship ARKK fund, accounting for 7.36% of its portfolio with a value of $574.88 million.</p><p style=\"text-align: start;\">Other analysts, such as Wedbush’s <strong>Daniel Ives</strong>, also remain optimistic, pinning their hopes on advancements in AI technology to provide a boost to Tesla shares in the coming years.</p><p style=\"text-align: start;\"><strong>Market Performance: </strong>Tesla closed Thursday’s session down 4.12% at $162.50, marking its lowest closing price since May 4, 2023. ARKK also lost 3.22%, closing at $48.74, according to Benzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF","BK4099":"汽车制造商","BK4581":"高盛持仓","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","ARKW":"ARK Next Generation Internation ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4592":"伊斯兰概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","ARKQ":"ARK Autonomous Technology & Robotics ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4527":"明星科技股","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","BK4588":"碎股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4544":"ARK ETF合集","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://news.google.com/rss/articles/CBMiigFodHRwczovL21hcmtldHMuYnVzaW5lc3NpbnNpZGVyLmNvbS9uZXdzL2V0Zi9jYXRoaWUtd29vZC10by10ZXNsYS1zLXJlc2N1ZS1hcmstaW52ZXN0LXNjb29wcy11cC0zNW0tb2YtZXYtZ2lhbnQtcy1zbGlkaW5nLXN0b2NrLTEwMzMxNjYxMDfSAQA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419996230","content_text":"ZINGER KEY POINTSTesla is still the third largest holding of Ark's ARKK, having a 7.36% weighting in the flagship ETF.The recent weakness in Tesla stock is blamed on investor worries about a huge Q1 deliveries miss.Tesla, Inc. shares have been on a downward spiral this year amid worries about the EV giant potentially missing first-quarter delivery targets. Undeterred by the recent weakness, Cathie Wood‘s Ark Investment Management actively bought Tesla shares on Thursday.Ark’s Pile-Up: Ark purchased a total of 216,682 Tesla shares across three of its actively managed exchange-traded funds on Thursday. The purchase, valued at $35.21 million based on Tesla’s closing price of $162.50, is broken down as follows:Ark Innovation ETF (ARKK): 161,956 sharesARK Autonomous Technology & Robotics ETF (ARKQ): 18,543 sharesArk Next Generation Internet ETF (ARKW): 36,183 sharesTesla Faces HeadwindsTesla’s stock has been on a broader downtrend since late 2021, with the decline accelerating since mid-2023. This can be attributed to several factors:EV market slowdown: The overall electric vehicle market is experiencing a slowdown.Rising interest rates: Higher interest rates are generally negative for growth stocks like Tesla.Strategic concerns: Investors are concerned about a lack of transparency in communication, the absence of a low-end vehicle in Tesla’s product lineup, and recent aggressive price cuts.Analyst Downgrades and Short PositionsAdding to the pressure, Wall Street analysts are increasingly lowering their delivery estimates for Tesla in the first quarter, suggesting their initial forecasts might have been overly optimistic.Furthermore, some prominent investors are taking a bearish stance. Longtime Tesla supporter and investor Kevin Paffrath recently announced shorting the stock, predicting a near-term drop to $148 or even $101. Additionally, Gary Black of Future Fund has significantly reduced his fund’s Tesla holdings.Wood Remains Bullish: In contrast to the prevailing bearish sentiment, Wood maintains a largely bullish outlook on Tesla and its long-term potential. Tesla remains the third-largest holding in her flagship ARKK fund, accounting for 7.36% of its portfolio with a value of $574.88 million.Other analysts, such as Wedbush’s Daniel Ives, also remain optimistic, pinning their hopes on advancements in AI technology to provide a boost to Tesla shares in the coming years.Market Performance: Tesla closed Thursday’s session down 4.12% at $162.50, marking its lowest closing price since May 4, 2023. ARKK also lost 3.22%, closing at $48.74, according to Benzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282391183024128,"gmtCreate":1709971670042,"gmtModify":1709971674793,"author":{"id":"4163662601522872","authorId":"4163662601522872","name":"Hugo Sing","avatar":"https://community-static.tradeup.com/news/c6fe5f1fcf653232b94feb4c251061c2","crmLevel":8,"crmLevelSwitch":1},"themes":[],"htmlText":"Not a bad Q1🙏🙏 #profit","listText":"Not a bad Q1🙏🙏 #profit","text":"Not a bad Q1🙏🙏 #profit","images":[{"img":"https://community-static.tradeup.com/news/a8c7d43f2e1996f74ea2b838a1007f8f","width":"1284","height":"1338"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282391183024128","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}