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Marcus3478

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- Marcus3478Marcus3478
  ·2022-07-04
  Great article! I would like to share it.
  Micron, A trap or undervalued?
  @Sunraya：
  Micron Technology, Inc. 10-K (2021) and 10-Q (2022) Report Takeaways and Investing Analysis: (NASDAQ:MU)‌‌Highlights·DRAM and NAND technology is the leading component in the semiconductor industry.·Simple Business Model: It’s all about Data·Core Product functions·Competitor Analysis·Risk of Investing in Micron1. Business Overview:·Micron’s core products: DRAM, NAND and NOR memory and storage products.·Innovation and creation are key components of their business.·Expanding and focusing on industrials and automobiles industry.2. Product TechnologiesWhat are their products being used for?·Data Centre·PC & Graphic·Mobile & Intelligent EdgeWho are their market audience?There are four main segments that generate revenue for Micron. ·Compute and Networking Business Unit (CNBU) includes me
  Micron, A trap or undervalued?
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- Marcus3478Marcus3478
  ·2022-03-10
  Nice Article and advice for everyone
  How I Talked Myself Out Of Worrying About War, Inflation, And Rate Hikes
  tdub303/E+ via Getty Images2022 has been an ugly (insert your own adjective) year thus far. For star
  How I Talked Myself Out Of Worrying About War, Inflation, And Rate Hikes
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- Marcus3478Marcus3478
  ·2022-02-02
  Let's soar
  AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views
  AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects dea
  AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views
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- Marcus3478Marcus3478
  ·2022-01-28
  $AMD(AMD)$Do current price is under value?
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- Marcus3478Marcus3478
  ·2021-07-08
  Market sentiment
  Dow drops 400 points amid global economic recovery concerns, bond yields slide
  The major U.S. stock indexes fell on Thursday on concern about the global economic comeback from Cov
  Dow drops 400 points amid global economic recovery concerns, bond yields slide
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- Marcus3478Marcus3478
  ·2021-05-06
  Good result but the share price impact by tech sell off
  Sorry, this post has been deleted
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I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047336708","repostId":"9059698335","repostType":1,"repost":{"id":9059698335,"gmtCreate":1654348853429,"gmtModify":1676535434596,"author":{"id":"3586859768168600","authorId":"3586859768168600","name":"Sunraya","avatar":"https://community-static.tradeup.com/news/c2741f0f41efada228e505b55b180e2c","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586859768168600","authorIdStr":"3586859768168600"},"themes":[],"title":"Micron, A trap or undervalued?","htmlText":"Micron Technology, Inc. 10-K (2021) and 10-Q (2022) Report Takeaways and Investing Analysis: (NASDAQ:MU)‌‌Highlights·DRAM and NAND technology is the leading component in the semiconductor industry.·Simple Business Model: It’s all about Data·Core Product functions·Competitor Analysis·Risk of Investing in Micron1. Business Overview:·Micron’s core products: DRAM, NAND and NOR memory and storage products.·Innovation and creation are key components of their business.·Expanding and focusing on industrials and automobiles industry.2. Product TechnologiesWhat are their products being used for?·Data Centre·PC &amp; Graphic·Mobile &amp; Intelligent EdgeWho are their market audience?There are four main segments that generate revenue for Micron. ·Compute and Networking Business Unit (CNBU) includes me","listText":"Micron Technology, Inc. 10-K (2021) and 10-Q (2022) Report Takeaways and Investing Analysis: (NASDAQ:MU)‌‌Highlights·DRAM and NAND technology is the leading component in the semiconductor industry.·Simple Business Model: It’s all about Data·Core Product functions·Competitor Analysis·Risk of Investing in Micron1. Business Overview:·Micron’s core products: DRAM, NAND and NOR memory and storage products.·Innovation and creation are key components of their business.·Expanding and focusing on industrials and automobiles industry.2. Product TechnologiesWhat are their products being used for?·Data Centre·PC &amp; Graphic·Mobile &amp; Intelligent EdgeWho are their market audience?There are four main segments that generate revenue for Micron. ·Compute and Networking Business Unit (CNBU) includes me","text":"Micron Technology, Inc. 10-K (2021) and 10-Q (2022) Report Takeaways and Investing Analysis: (NASDAQ:MU)‌‌Highlights·DRAM and NAND technology is the leading component in the semiconductor industry.·Simple Business Model: It’s all about Data·Core Product functions·Competitor Analysis·Risk of Investing in Micron1. 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For star","content":"<html><body><div> <figure><picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324164290/image_1324164290.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>tdub303/E+ via Getty Images</p></figcaption></figure><h3>2022 has been an ugly (insert your own adjective) year thus far.</h3> <p>For starters, the Nasdaq (QQQ) has fallen over 20% from its all-time-high, the Fed could possibly raise interest rates by five times, oil prices are now at 14-year highs, inflation just hit 7.5% in January, and Bill Ackman thinks World War III has likely started as Vladimir Putin promises further action should the Western world declare a no-fly zone in Ukraine. If I could use poker as an analogy, it literally feels like you've just hit two-pair on the flop (as economic growth and corporate earnings are likely to remain strong in 2022) yet the turn card on the river points to three of a kind, a flush and a straight.</p> <p>Obviously, this is a difficult (or should I say extremely awkward) time for stock investors as the market is entering oversold territory while news headlines seem to get worse by the day. Should you sell stocks to prepare for worsening geopolitical developments? Should you buy stocks to make sure you can fully participate in the upside when markets recover? Should you hedge for inflation as everything from oil to nickel prices points to further trouble? Should you completely exit the market as more economists are seeing an increasing probability of an economic recession?</p>\n<div></div> <h3>These are highly complex questions, and the past seems to be an unhelpful guide for investors.</h3> <p>Historically, the impact of geopolitical events (Cuban missile crisis in 1962, Reagan shooting in 1981, US terrorist attacks in 2001, Russian annexation of Crimea in 2014, etc.) on equities tend to be short-lived. Every dip caused by exogenous shocks such as the North Korea missile crisis in 2017 was an opportunity to buy stocks. This time, however, things are a little different as (1) the scale of the geopolitical tension is much bigger (Russia being a major adversary of the US vs. say North Korea), (2) the monetary environment is entering a massive tightening cycle with five hikes on the horizon, and (3) the Fed may have limited tools to combat a potential economic recession as rates are already near 0%. In short, every piece of evidence on the table argues for a risk-off attitude.</p> <h3>But here's how I talked myself out of worrying about everything from war, inflation, to rate hikes: well, nothing is within my control.</h3> <p>It's clear that today's stock prices are the unfortunate byproduct of Russia's invasion of Ukraine, which drives the price of oil, inflation expectations, and ultimately the number of rate hikes as the Fed embraces a \"data-driven\" approach. Put simply, Vladimir Putin now determines the price of oil, thereby indirectly determining the levels of inflation and Powell's next moves. <strong>In other words, in order to successfully forecast the financial markets and the path of monetary policy from here, <a href=\"https://laohu8.com/S/AONE.U\">one</a> must successfully forecast what Putin will do next.</strong> While there are all these military experts discussing how the story will unfold, I believe no one has the perfect foresight. In fact, I'm willing to bet that even Putin's closest <span>confidant</span>, most beloved son, or Putin himself does not know the answer, as his every decision must be carefully considered in relation to the ensuing consequences from the West.</p> <p>So when will Russia stop invading Ukraine? What type of Western sanctions will likely be coming next? Will Europe follow the US and UK in banning Russian oil? Which side is China on? Will China see this as an opportunity to act on Taiwan if Putin gets what he wants? What does that say about the global semiconductor supply chains? What is the incremental impact on the broader equity market if the geopolitical landscape worsens from here? Are we already in a bear market? Your guess is as good as mine, and everyone else's on TV.</p> <h3>If none of these are within our control, what is?</h3>\n<div></div> <p>The most important things we as investors can control are what we buy and how long we plan on holding it for. There's no question that the market will remain volatile in the near future, so unless you're an incredibly talented trader, your best bet is to stick with quality names with a long-term mindset. That said, I agree that the recent ups and downs may not be for everyone, so it's perfectly fine to gradually get back in when things look better. Speaking of quality, I recognize that everyone may have a different definition, but in general, I would look for companies that have the following: a market-leading position, pricing power, strong business visibility driven by secular tailwinds and most importantly, solid profitability (I'm talking about net income after tax, not adjusted EBITDA) and a reasonable valuation.</p> <p>For example, Microsoft's (MSFT) growth trajectory is likely to remain strong in a post-Covid world as Azure revenue grew by 46% in C4Q21 and the IaaS/PaaS market is expected to grow at a 29% CAGR from $127 billion in 2020 to $452 billion in 2025, per Gartner. Commercial RPO for the quarter was up 32% to $147 billion, where ~45% of revenue will be recognized in the next 12 months (+26% YoY). As Office products have no viable substitutes, management has been able to raise prices without turning customers away. The company's operating margins are nicely above 40% and FY22 guidance points to some margin expansion. EPS is expected to be $10.76 in FY 2023 (ending June 2023) and $12.54 in FY 2024 for a forward P/E of 26x and 22x vs. the 3-year high/low of 40x/24x. Suppose we're already in a recession, it's likely that companies will want to cut office rents, have everyone work from home, and do everything on the cloud.</p> <p>Another example would be Alphabet (GOOG), a dominant force in digital advertising that will account for almost 70% of the estimated $261 billion search advertising market in 2022 (+17% YoY), per Magna Global. As consumers increasingly spend more time on their digital devices, YouTube is a strong AVOD (ad-supported video on demand) asset that should continue to benefit from the cord-cutting trend. The cloud business, $5.5 billion and up 45% YoY in 4Q21, is slowly but surely approaching profitability. The recent acquisition of cybersecurity firm <a href=\"https://laohu8.com/S/MNDT\">Mandiant</a> ($5.4 billion all cash) should help enhance the product breadth of Google Cloud. Finally, further discipline on its \"Other Bets\" segment could drive incremental earnings upside. Alphabet is expected to generate EPS of $116 in 2022 and $136.6 in 2023 for a forward P/E of 22x and 19x vs. the 3-year high/low of 38x/21x. Should there be a recession, people will likely eat out less and spend more time at home googling \"the meaning of life\" and watching pancake tutorials on YouTube.</p>\n<div></div> <p>If you're into chip stocks, consider Taiwan Semiconductor (TSM) to be a great opportunity to own the world's most competitive foundry player that has recently been sold off thanks to the Russia-Ukraine crisis that sparked investors' concerns over China's possible takeover of Taiwan. The company just reported a solid 4Q21 driven by strong demand for HPC, IoT and automotive, and management also revised the long-term revenue CAGR from 10-15% to 15-20% and gross margin from 50%+ to 53%+. While Capex was $30 billion in 2021, operating margin for the year still came in at a respectable 40.9%, significantly above street estimates. As its biggest rival Samsung (OTC:SSNLF) struggles with yield issues, TSMC already owns 80% of the market for advanced processes (7nm and 5nm) and will virtually have a monopoly in the 3nm technology as production remains well on track for 2H22, with Apple and Intel being major customers in 2023. Valuation wise, EPS is estimated to come in at $5.51 in 2022 and $6.28 in 2023 for an undemanding forward P/E of 18x and 16x vs. the 3-year high/low of 34x/17x. A recession induced by oil prices? It'd simply be too depressing for consumers not to upgrade their iPhones as they watch Netflix at home trying to save gas money.</p> <p>Food for thought on skyrocketing oil prices potentially leading to a recession, why should people put up with $4-$5 gas per gallon when the total cost of owning an EV may be lower? Must everyone drive to work when work from home is now the norm? You could argue it's higher commodity prices in general that will reduce people's spending power, but it's important to recognize that a good portion of the recent surge in commodity prices is driven by a supply shock in Ukraine and Russia and market speculators simply trying to make a quick buck.</p> <p>If you have a long investment horizon and believe this too shall pass, staying invested through market volatility should be handsomely rewarded when the dust has settled. Of course, nothing is certain in life so manage your positions wisely.</p> <h3>Final thoughts</h3> <p>Investing is hard (I really did learn this the hard way from trying to trade in and out of the market), and everyone who thinks its easy is crazy. It's safe to say that the past two years have been a cake walk for the average investor as the Fed did everything in its power to help lift the market up from a pandemic. Before, valuation didn't matter and you could buy any pre-revenue SPAC and watch it go up 3x in days. Now, valuation does matter and you could do the same and watch it go down 80% in days. Focus on the fundamentals and have a long investment horizon as the old adage goes: time in the market beats timing the market. Happy investing and hope everyone comes out the other end a better investor.</p> </div>\n</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>How I Talked Myself Out Of Worrying About War, Inflation, And Rate Hikes</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 I Talked Myself Out Of Worrying About War, Inflation, And Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 03:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4494132-how-i-talked-myself-out-of-worrying-about-war-inflation-and-rate-hikes><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>tdub303/E+ via Getty Images2022 has been an ugly (insert your own adjective) year thus far. For starters, the Nasdaq (QQQ) has fallen over 20% from its all-time-high, the Fed could possibly raise ...</p>\n\n<a href=\"https://seekingalpha.com/article/4494132-how-i-talked-myself-out-of-worrying-about-war-inflation-and-rate-hikes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","BK4535":"淡马锡持仓","03145":"华夏亚洲高息股","BK4527":"明星科技股","BK4577":"网络游戏","BK4538":"云计算","BK4077":"互动媒体与服务","MSFT":"微软","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","GOOG":"谷歌","GOOGL":"谷歌A","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","QQQ":"纳指100ETF","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4494132-how-i-talked-myself-out-of-worrying-about-war-inflation-and-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2218828239","content_text":"tdub303/E+ via Getty Images2022 has been an ugly (insert your own adjective) year thus far. For starters, the Nasdaq (QQQ) has fallen over 20% from its all-time-high, the Fed could possibly raise interest rates by five times, oil prices are now at 14-year highs, inflation just hit 7.5% in January, and Bill Ackman thinks World War III has likely started as Vladimir Putin promises further action should the Western world declare a no-fly zone in Ukraine. If I could use poker as an analogy, it literally feels like you've just hit two-pair on the flop (as economic growth and corporate earnings are likely to remain strong in 2022) yet the turn card on the river points to three of a kind, a flush and a straight. Obviously, this is a difficult (or should I say extremely awkward) time for stock investors as the market is entering oversold territory while news headlines seem to get worse by the day. Should you sell stocks to prepare for worsening geopolitical developments? Should you buy stocks to make sure you can fully participate in the upside when markets recover? Should you hedge for inflation as everything from oil to nickel prices points to further trouble? Should you completely exit the market as more economists are seeing an increasing probability of an economic recession?\n These are highly complex questions, and the past seems to be an unhelpful guide for investors. Historically, the impact of geopolitical events (Cuban missile crisis in 1962, Reagan shooting in 1981, US terrorist attacks in 2001, Russian annexation of Crimea in 2014, etc.) on equities tend to be short-lived. Every dip caused by exogenous shocks such as the North Korea missile crisis in 2017 was an opportunity to buy stocks. This time, however, things are a little different as (1) the scale of the geopolitical tension is much bigger (Russia being a major adversary of the US vs. say North Korea), (2) the monetary environment is entering a massive tightening cycle with five hikes on the horizon, and (3) the Fed may have limited tools to combat a potential economic recession as rates are already near 0%. In short, every piece of evidence on the table argues for a risk-off attitude. But here's how I talked myself out of worrying about everything from war, inflation, to rate hikes: well, nothing is within my control. It's clear that today's stock prices are the unfortunate byproduct of Russia's invasion of Ukraine, which drives the price of oil, inflation expectations, and ultimately the number of rate hikes as the Fed embraces a \"data-driven\" approach. Put simply, Vladimir Putin now determines the price of oil, thereby indirectly determining the levels of inflation and Powell's next moves. In other words, in order to successfully forecast the financial markets and the path of monetary policy from here, one must successfully forecast what Putin will do next. While there are all these military experts discussing how the story will unfold, I believe no one has the perfect foresight. In fact, I'm willing to bet that even Putin's closest confidant, most beloved son, or Putin himself does not know the answer, as his every decision must be carefully considered in relation to the ensuing consequences from the West. So when will Russia stop invading Ukraine? What type of Western sanctions will likely be coming next? Will Europe follow the US and UK in banning Russian oil? Which side is China on? Will China see this as an opportunity to act on Taiwan if Putin gets what he wants? What does that say about the global semiconductor supply chains? What is the incremental impact on the broader equity market if the geopolitical landscape worsens from here? Are we already in a bear market? Your guess is as good as mine, and everyone else's on TV. If none of these are within our control, what is?\n The most important things we as investors can control are what we buy and how long we plan on holding it for. There's no question that the market will remain volatile in the near future, so unless you're an incredibly talented trader, your best bet is to stick with quality names with a long-term mindset. That said, I agree that the recent ups and downs may not be for everyone, so it's perfectly fine to gradually get back in when things look better. Speaking of quality, I recognize that everyone may have a different definition, but in general, I would look for companies that have the following: a market-leading position, pricing power, strong business visibility driven by secular tailwinds and most importantly, solid profitability (I'm talking about net income after tax, not adjusted EBITDA) and a reasonable valuation. For example, Microsoft's (MSFT) growth trajectory is likely to remain strong in a post-Covid world as Azure revenue grew by 46% in C4Q21 and the IaaS/PaaS market is expected to grow at a 29% CAGR from $127 billion in 2020 to $452 billion in 2025, per Gartner. Commercial RPO for the quarter was up 32% to $147 billion, where ~45% of revenue will be recognized in the next 12 months (+26% YoY). As Office products have no viable substitutes, management has been able to raise prices without turning customers away. The company's operating margins are nicely above 40% and FY22 guidance points to some margin expansion. EPS is expected to be $10.76 in FY 2023 (ending June 2023) and $12.54 in FY 2024 for a forward P/E of 26x and 22x vs. the 3-year high/low of 40x/24x. Suppose we're already in a recession, it's likely that companies will want to cut office rents, have everyone work from home, and do everything on the cloud. Another example would be Alphabet (GOOG), a dominant force in digital advertising that will account for almost 70% of the estimated $261 billion search advertising market in 2022 (+17% YoY), per Magna Global. As consumers increasingly spend more time on their digital devices, YouTube is a strong AVOD (ad-supported video on demand) asset that should continue to benefit from the cord-cutting trend. The cloud business, $5.5 billion and up 45% YoY in 4Q21, is slowly but surely approaching profitability. The recent acquisition of cybersecurity firm Mandiant ($5.4 billion all cash) should help enhance the product breadth of Google Cloud. Finally, further discipline on its \"Other Bets\" segment could drive incremental earnings upside. Alphabet is expected to generate EPS of $116 in 2022 and $136.6 in 2023 for a forward P/E of 22x and 19x vs. the 3-year high/low of 38x/21x. Should there be a recession, people will likely eat out less and spend more time at home googling \"the meaning of life\" and watching pancake tutorials on YouTube.\n If you're into chip stocks, consider Taiwan Semiconductor (TSM) to be a great opportunity to own the world's most competitive foundry player that has recently been sold off thanks to the Russia-Ukraine crisis that sparked investors' concerns over China's possible takeover of Taiwan. The company just reported a solid 4Q21 driven by strong demand for HPC, IoT and automotive, and management also revised the long-term revenue CAGR from 10-15% to 15-20% and gross margin from 50%+ to 53%+. While Capex was $30 billion in 2021, operating margin for the year still came in at a respectable 40.9%, significantly above street estimates. As its biggest rival Samsung (OTC:SSNLF) struggles with yield issues, TSMC already owns 80% of the market for advanced processes (7nm and 5nm) and will virtually have a monopoly in the 3nm technology as production remains well on track for 2H22, with Apple and Intel being major customers in 2023. Valuation wise, EPS is estimated to come in at $5.51 in 2022 and $6.28 in 2023 for an undemanding forward P/E of 18x and 16x vs. the 3-year high/low of 34x/17x. A recession induced by oil prices? It'd simply be too depressing for consumers not to upgrade their iPhones as they watch Netflix at home trying to save gas money. Food for thought on skyrocketing oil prices potentially leading to a recession, why should people put up with $4-$5 gas per gallon when the total cost of owning an EV may be lower? Must everyone drive to work when work from home is now the norm? You could argue it's higher commodity prices in general that will reduce people's spending power, but it's important to recognize that a good portion of the recent surge in commodity prices is driven by a supply shock in Ukraine and Russia and market speculators simply trying to make a quick buck. If you have a long investment horizon and believe this too shall pass, staying invested through market volatility should be handsomely rewarded when the dust has settled. Of course, nothing is certain in life so manage your positions wisely. Final thoughts Investing is hard (I really did learn this the hard way from trying to trade in and out of the market), and everyone who thinks its easy is crazy. It's safe to say that the past two years have been a cake walk for the average investor as the Fed did everything in its power to help lift the market up from a pandemic. Before, valuation didn't matter and you could buy any pre-revenue SPAC and watch it go up 3x in days. Now, valuation does matter and you could do the same and watch it go down 80% in days. Focus on the fundamentals and have a long investment horizon as the old adage goes: time in the market beats timing the market. Happy investing and hope everyone comes out the other end a better investor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091391858,"gmtCreate":1643770751964,"gmtModify":1676533854395,"author":{"id":"3567401497810700","authorId":"3567401497810700","name":"Marcus3478","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567401497810700","authorIdStr":"3567401497810700"},"themes":[],"htmlText":"Let's soar","listText":"Let's soar","text":"Let's soar","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091391858","repostId":"2208255351","repostType":4,"repost":{"id":"2208255351","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1643756280,"share":"https://ttm.financial/m/news/2208255351?lang=&edition=fundamental","pubTime":"2022-02-02 06:58","market":"us","language":"en","title":"AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views","url":"https://stock-news.laohu8.com/highlight/detail?id=2208255351","media":"Dow Jones","summary":"AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects dea","content":"<html><head></head><body><p>AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.</p><p>Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker&#39;s record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.</p><p><img src=\"https://static.tigerbbs.com/bc9f24982d84021aee4012d576d7d6be\" tg-width=\"904\" tg-height=\"723\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.</p><p>Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has been dealing with shrinking margins, which executives have assured would stay &#34;comfortably above 50%,&#34; or in the 52% to 53% range for the year</p><p>&#34;It&#39;s getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point,&#34; Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.</p><p>For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021&#39;s record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.</p><p>On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company&#39;s footing amid a global chip shortage is steady.</p><p>&#34;We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond,&#34; Su told analysts. &#34;Looking out over the long term, we&#39;re confident in our ability to continue growing significantly faster than the market.&#34;</p><p>Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts&#39; concerns that the company would be locked into those capacity arrangements while admitting that there wasn&#39;t 100% flexibility.</p><p>&#34;We&#39;ve certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have,&#34; Su told analysts. &#34;We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market.&#34;</p><p>On the call, Su also told analysts that the only remaining hurdle to the company&#39;s $35 billion deal to acquire Xilinx Inc. <a href=\"https://laohu8.com/S/XLNX\">$(XLNX)$</a> is U.S. Federal Trade Commission approval of the company&#39;s refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.</p><p>AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.</p><p>Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.</p><p>Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.</p><p>In AMD&#39;s computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.</p><p>At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index  is up 16% over that time, the S&amp;P 500 index  has gained 20%, and the tech-heavy Nasdaq Composite Index  has gained 6.5%.</p><p>-Wallace Witkowski</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>February 01, 2022 17:58 ET (22:58 GMT)</p><p>Copyright (c) 2022 Dow Jones &amp; Company, Inc.</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>AMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views</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\">\nAMD Stock Rallies More Than 10% after Record Results, Outlook Blow past Street Views\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-02 06:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.</p><p>Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker&#39;s record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.</p><p>AMD <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.</p><p><img src=\"https://static.tigerbbs.com/bc9f24982d84021aee4012d576d7d6be\" tg-width=\"904\" tg-height=\"723\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.</p><p>Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> has been dealing with shrinking margins, which executives have assured would stay &#34;comfortably above 50%,&#34; or in the 52% to 53% range for the year</p><p>&#34;It&#39;s getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point,&#34; Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.</p><p>For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021&#39;s record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.</p><p>On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company&#39;s footing amid a global chip shortage is steady.</p><p>&#34;We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond,&#34; Su told analysts. &#34;Looking out over the long term, we&#39;re confident in our ability to continue growing significantly faster than the market.&#34;</p><p>Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts&#39; concerns that the company would be locked into those capacity arrangements while admitting that there wasn&#39;t 100% flexibility.</p><p>&#34;We&#39;ve certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have,&#34; Su told analysts. &#34;We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market.&#34;</p><p>On the call, Su also told analysts that the only remaining hurdle to the company&#39;s $35 billion deal to acquire Xilinx Inc. <a href=\"https://laohu8.com/S/XLNX\">$(XLNX)$</a> is U.S. Federal Trade Commission approval of the company&#39;s refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.</p><p>AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.</p><p>Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.</p><p>Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.</p><p>In AMD&#39;s computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.</p><p>At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index  is up 16% over that time, the S&amp;P 500 index  has gained 20%, and the tech-heavy Nasdaq Composite Index  has gained 6.5%.</p><p>-Wallace Witkowski</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>February 01, 2022 17:58 ET (22:58 GMT)</p><p>Copyright (c) 2022 Dow Jones &amp; Company, Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4529":"IDC概念","AMD":"美国超微公司","BK4512":"苹果概念","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4566":"资本集团","GFS":"GLOBALFOUNDRIES Inc.","BK4532":"文艺复兴科技持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208255351","content_text":"AMD CEO Lisa Su says FTC approval is final hurdle for $35 billion acquisition of Xilinx, expects deal to close this quarter.Advanced Micro Devices Inc. shares soared in the extended session Tuesday after the chip maker's record results and forecasts blew past Wall Street estimates across the board and the company reached a milestone profit margin of 50%.AMD $(AMD)$ shares soared more than 10% after hours, following a 2.2% gain in the regular session to close at $116.78.For the current quarter, AMD said it expects revenue between $4.9 billion and $5.1 billion, while analysts had forecast $4.35 billion, and forecast gross margins of 50.5%.Gross margins came in at 50% for the fourth quarter, up from 45% in the year-ago quarter, and 48% for the third quarter. That 50% margin milestone is significant for AMD as larger rival Intel Corp. $(INTC)$ has been dealing with shrinking margins, which executives have assured would stay \"comfortably above 50%,\" or in the 52% to 53% range for the year\"It's getting increasingly plausible that we might have an AMD with higher GMs than Intel at some point,\" Bernstein analyst Stacy Rasgon told MarketWatch. Rasgon has a market perform rating on AMD and an underperform rating on Intel.For 2022, AMD forecast gross margins of 51% for the year, and said it expects revenue of about $21.5 billion, a 31% gain from 2021's record $16.43 billion. Analysts had forecast $16.13 billion for 2021 and $19.29 billion for 2022.On the call with analysts, AMD Chief Executive Lisa Su said she expects data-center sales to lead growth in 2022, and that the company's footing amid a global chip shortage is steady.\"We have also made significant investments to secure the capacity needed to support our growth in 2022 and beyond,\" Su told analysts. \"Looking out over the long term, we're confident in our ability to continue growing significantly faster than the market.\"Su, however, forecast that PC sales would be flat going into 2022, and allayed analysts' concerns that the company would be locked into those capacity arrangements while admitting that there wasn't 100% flexibility.\"We've certainly worked very hard to give ourselves fungibility amongst the various capacity corridors that we have,\" Su told analysts. \"We make that a dynamic allocation decision sort of like weekly, based on what we see going on, so I think we have a pretty good pulse on the market.\"On the call, Su also told analysts that the only remaining hurdle to the company's $35 billion deal to acquire Xilinx Inc. $(XLNX)$ is U.S. Federal Trade Commission approval of the company's refiled antitrust paperwork, and reiterated the target of a first-quarter close. Recently, AMD received conditional regulatory approval for the acquisition from Chinese regulators.AMD reported fourth-quarter net income of $974 million, or 80 cents a share, compared with $1.78 billion, or $1.45 a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 92 cents a share, compared with 52 cents a share in the year-ago period.Revenue rose to a record $4.83 billion from $3.24 billion in the year-ago quarter. Analysts surveyed by FactSet had forecast adjusted earnings of 70 cents a share on revenue of $4.52 billion, after AMD projected between $4.4 billion to $4.6 billion.Sales from enterprise, embedded and semi-custom chips -- the unit that includes data-center and gaming-console revenue -- rose to $2.24 billion, compared with $1.28 billion a year ago. Analysts had forecast $2.1 billion.In AMD's computing and graphics segment, the company reported second-quarter sales of $2.58 billion, up from $1.96 billion last year, compared with analyst expectations of $2.42 billion.At the close of regular trading, AMD shares remained firmly in bear-market territory, 29% off their closing high of $161.91 set on Nov. 29, but have still gained 32% over the past 12 months. In comparison, the PHLX Semiconductor Index  is up 16% over that time, the S&P 500 index  has gained 20%, and the tech-heavy Nasdaq Composite Index  has gained 6.5%.-Wallace Witkowski$(END)$ Dow Jones NewswiresFebruary 01, 2022 17:58 ET (22:58 GMT)Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099513594,"gmtCreate":1643382319086,"gmtModify":1676533814302,"author":{"id":"3567401497810700","authorId":"3567401497810700","name":"Marcus3478","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567401497810700","authorIdStr":"3567401497810700"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>Do current price is under value?","listText":"<a href=\"https://ttm.financial/S/AMD\">$AMD(AMD)$</a>Do current price is under value?","text":"$AMD(AMD)$Do current price is under value?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099513594","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143098947,"gmtCreate":1625751795589,"gmtModify":1703747811343,"author":{"id":"3567401497810700","authorId":"3567401497810700","name":"Marcus3478","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567401497810700","authorIdStr":"3567401497810700"},"themes":[],"htmlText":"Market sentiment","listText":"Market sentiment","text":"Market sentiment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143098947","repostId":"1143211463","repostType":4,"repost":{"id":"1143211463","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625751059,"share":"https://ttm.financial/m/news/1143211463?lang=&edition=fundamental","pubTime":"2021-07-08 21:30","market":"us","language":"en","title":"Dow drops 400 points amid global economic recovery concerns, bond yields slide","url":"https://stock-news.laohu8.com/highlight/detail?id=1143211463","media":"Tiger Newspress","summary":"The major U.S. stock indexes fell on Thursday on concern about the global economic comeback from Cov","content":"<p>The major U.S. stock indexes fell on Thursday on concern about the global economic comeback from Covid-19. The losses came as Japandeclared a state of emergency in Tokyofor the upcoming Olympics and as countries deal with a rebound in cases because of Covid variants.</p>\n<p>The Dow Jones Industrial Average dropped about 400 points, or 1.1% with losses increasing throughout the overnight session. The S&amp;P 500 lost 1.25%. The Nasdaq 100 Composite fell 1.6%. Both the S&amp;P 500 and Nasdaq Composite closed at records in the prior session because of gains from tech shares.</p>\n<p>The Labor Department'slatest jobless claims datacame in unexpectedly higher at 373,000, signaling a slowdown in the the labor picture amid the Covid recovery. Economists expected to see 350,000 first-time applicants for unemployment benefits for the week ended July 3, according to Dow Jones.</p>\n<p>Premarket losses were led by companies that would benefit from a rapid economic comeback from the virus. Shares ofCarnivalandRoyal Caribbeaneach dropped more than 3%.American AirlinesandDelta Air Lineseach fell more than 2% in early trading.Boeingfell 2%.FordandNikewere also lower. RetailersLowe'sandHome Depotalso dipped in premarket trading.</p>\n<p>Chip stocks also fell on concerns about the pace of the global recovery.Micron,NVIDIA,Qualcomm,IntelandApplied Materialsalso ticked lower in the premarket.</p>\n<p>\"The market has been in one of those 'Goldilocks' stretches when economic growth was accelerating while inflation and interest rates remained low.&nbsp;Increased Covid cases, particularly Delta Variants have caused concerns that the economic acceleration will slow,\" Timothy Lesko of Granite Investment Advisors told CNBC. \"A few weeks ago the porridge was too hot, now it seems it is too cold.&nbsp;With markets at all time highs and some valuations stretched there is little room for economic slowdown in this market.\"</p>\n<p>Investors rotated into the safety of Treasuries further on Thursday, pushing the yield on the10-year Treasurybelow 1.255% to the lowest since late February. Despite the recovering economy and fast inflation, the 10-year Treasury yield continues to decline. It was at 1.58% to start July and hit a 2021 high of 1.78% in March. Traders remain confused about the exact reasons for the rollover in yields, with many citing concern that the best of the economic recovery may be behind us.</p>\n<p>Bank of America,Wells Fargo,Goldman Sachsand other financial shares declined in premarket trading as their profitability outlook dimmed with lower rates.JPMorgan ChaseandPNC Financialwere also lower.</p>\n<p>\"Nothing suggests the near slump in yields is over,\" wrote Christopher Harvey, head of equity strategy at Wells Fargo, in a note Thursday. \"A sharp drop below 1.25% could cause equity PMs to believe that something is wrong or broken. As a result, we see a growing possibility of a 5% selloff in equities before earnings season.\"</p>\n<p>Harvey noted he believes the buying in bonds is more technical in nature and not due to macroeconomic factors.</p>\n<p>Spectatorscould be banned from the Olympic games, according to a report following the state of emergency declaration for Tokyo by Japan.</p>\n<p>Meanwhile the global Covid death toll continued to advance,exceeding 4 million on late Wednesday, as countries including India battle more transmissible variants.</p>\n<p>TheCboe Volatility index, or 'VIX,' surged above the key 20 level Thursday morning, perhaps signaling a period of greater volatility ahead.</p>\n<p>\"The 40 basis point decline in the yield on the benchmark 10-year Treasury note since late-March suggests that the global grab for yield remains a potent force, despite the Fed's desire to let the economy run hot,\" Steven Ricchiuto, U.S. chief economist at Mizuho Securities, wrote in a note this week.</p>\n<p>\"A stronger currency, increased virus concerns oversea, and the associated demand for long-term Treasury notes and bonds implies reduced inflation expectations and increased risk of importing global deflation,\" he added.</p>\n<p>So-called meme stocks took big hits on Thursday as the sell-off caused investors to flee stocks likeAMCandGameStopthat had been boosted by speculative trading by retail traders chatting on Reddit.</p>","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>Dow drops 400 points amid global economic recovery concerns, bond yields slide</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\">\nDow drops 400 points amid global economic recovery concerns, bond yields slide\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-08 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The major U.S. stock indexes fell on Thursday on concern about the global economic comeback from Covid-19. The losses came as Japandeclared a state of emergency in Tokyofor the upcoming Olympics and as countries deal with a rebound in cases because of Covid variants.</p>\n<p>The Dow Jones Industrial Average dropped about 400 points, or 1.1% with losses increasing throughout the overnight session. The S&amp;P 500 lost 1.25%. The Nasdaq 100 Composite fell 1.6%. Both the S&amp;P 500 and Nasdaq Composite closed at records in the prior session because of gains from tech shares.</p>\n<p>The Labor Department'slatest jobless claims datacame in unexpectedly higher at 373,000, signaling a slowdown in the the labor picture amid the Covid recovery. Economists expected to see 350,000 first-time applicants for unemployment benefits for the week ended July 3, according to Dow Jones.</p>\n<p>Premarket losses were led by companies that would benefit from a rapid economic comeback from the virus. Shares ofCarnivalandRoyal Caribbeaneach dropped more than 3%.American AirlinesandDelta Air Lineseach fell more than 2% in early trading.Boeingfell 2%.FordandNikewere also lower. RetailersLowe'sandHome Depotalso dipped in premarket trading.</p>\n<p>Chip stocks also fell on concerns about the pace of the global recovery.Micron,NVIDIA,Qualcomm,IntelandApplied Materialsalso ticked lower in the premarket.</p>\n<p>\"The market has been in one of those 'Goldilocks' stretches when economic growth was accelerating while inflation and interest rates remained low.&nbsp;Increased Covid cases, particularly Delta Variants have caused concerns that the economic acceleration will slow,\" Timothy Lesko of Granite Investment Advisors told CNBC. \"A few weeks ago the porridge was too hot, now it seems it is too cold.&nbsp;With markets at all time highs and some valuations stretched there is little room for economic slowdown in this market.\"</p>\n<p>Investors rotated into the safety of Treasuries further on Thursday, pushing the yield on the10-year Treasurybelow 1.255% to the lowest since late February. Despite the recovering economy and fast inflation, the 10-year Treasury yield continues to decline. It was at 1.58% to start July and hit a 2021 high of 1.78% in March. Traders remain confused about the exact reasons for the rollover in yields, with many citing concern that the best of the economic recovery may be behind us.</p>\n<p>Bank of America,Wells Fargo,Goldman Sachsand other financial shares declined in premarket trading as their profitability outlook dimmed with lower rates.JPMorgan ChaseandPNC Financialwere also lower.</p>\n<p>\"Nothing suggests the near slump in yields is over,\" wrote Christopher Harvey, head of equity strategy at Wells Fargo, in a note Thursday. \"A sharp drop below 1.25% could cause equity PMs to believe that something is wrong or broken. As a result, we see a growing possibility of a 5% selloff in equities before earnings season.\"</p>\n<p>Harvey noted he believes the buying in bonds is more technical in nature and not due to macroeconomic factors.</p>\n<p>Spectatorscould be banned from the Olympic games, according to a report following the state of emergency declaration for Tokyo by Japan.</p>\n<p>Meanwhile the global Covid death toll continued to advance,exceeding 4 million on late Wednesday, as countries including India battle more transmissible variants.</p>\n<p>TheCboe Volatility index, or 'VIX,' surged above the key 20 level Thursday morning, perhaps signaling a period of greater volatility ahead.</p>\n<p>\"The 40 basis point decline in the yield on the benchmark 10-year Treasury note since late-March suggests that the global grab for yield remains a potent force, despite the Fed's desire to let the economy run hot,\" Steven Ricchiuto, U.S. chief economist at Mizuho Securities, wrote in a note this week.</p>\n<p>\"A stronger currency, increased virus concerns oversea, and the associated demand for long-term Treasury notes and bonds implies reduced inflation expectations and increased risk of importing global deflation,\" he added.</p>\n<p>So-called meme stocks took big hits on Thursday as the sell-off caused investors to flee stocks likeAMCandGameStopthat had been boosted by speculative trading by retail traders chatting on Reddit.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143211463","content_text":"The major U.S. stock indexes fell on Thursday on concern about the global economic comeback from Covid-19. The losses came as Japandeclared a state of emergency in Tokyofor the upcoming Olympics and as countries deal with a rebound in cases because of Covid variants.\nThe Dow Jones Industrial Average dropped about 400 points, or 1.1% with losses increasing throughout the overnight session. The S&P 500 lost 1.25%. The Nasdaq 100 Composite fell 1.6%. Both the S&P 500 and Nasdaq Composite closed at records in the prior session because of gains from tech shares.\nThe Labor Department'slatest jobless claims datacame in unexpectedly higher at 373,000, signaling a slowdown in the the labor picture amid the Covid recovery. Economists expected to see 350,000 first-time applicants for unemployment benefits for the week ended July 3, according to Dow Jones.\nPremarket losses were led by companies that would benefit from a rapid economic comeback from the virus. Shares ofCarnivalandRoyal Caribbeaneach dropped more than 3%.American AirlinesandDelta Air Lineseach fell more than 2% in early trading.Boeingfell 2%.FordandNikewere also lower. RetailersLowe'sandHome Depotalso dipped in premarket trading.\nChip stocks also fell on concerns about the pace of the global recovery.Micron,NVIDIA,Qualcomm,IntelandApplied Materialsalso ticked lower in the premarket.\n\"The market has been in one of those 'Goldilocks' stretches when economic growth was accelerating while inflation and interest rates remained low. Increased Covid cases, particularly Delta Variants have caused concerns that the economic acceleration will slow,\" Timothy Lesko of Granite Investment Advisors told CNBC. \"A few weeks ago the porridge was too hot, now it seems it is too cold. With markets at all time highs and some valuations stretched there is little room for economic slowdown in this market.\"\nInvestors rotated into the safety of Treasuries further on Thursday, pushing the yield on the10-year Treasurybelow 1.255% to the lowest since late February. Despite the recovering economy and fast inflation, the 10-year Treasury yield continues to decline. It was at 1.58% to start July and hit a 2021 high of 1.78% in March. Traders remain confused about the exact reasons for the rollover in yields, with many citing concern that the best of the economic recovery may be behind us.\nBank of America,Wells Fargo,Goldman Sachsand other financial shares declined in premarket trading as their profitability outlook dimmed with lower rates.JPMorgan ChaseandPNC Financialwere also lower.\n\"Nothing suggests the near slump in yields is over,\" wrote Christopher Harvey, head of equity strategy at Wells Fargo, in a note Thursday. \"A sharp drop below 1.25% could cause equity PMs to believe that something is wrong or broken. As a result, we see a growing possibility of a 5% selloff in equities before earnings season.\"\nHarvey noted he believes the buying in bonds is more technical in nature and not due to macroeconomic factors.\nSpectatorscould be banned from the Olympic games, according to a report following the state of emergency declaration for Tokyo by Japan.\nMeanwhile the global Covid death toll continued to advance,exceeding 4 million on late Wednesday, as countries including India battle more transmissible variants.\nTheCboe Volatility index, or 'VIX,' surged above the key 20 level Thursday morning, perhaps signaling a period of greater volatility ahead.\n\"The 40 basis point decline in the yield on the benchmark 10-year Treasury note since late-March suggests that the global grab for yield remains a potent force, despite the Fed's desire to let the economy run hot,\" Steven Ricchiuto, U.S. chief economist at Mizuho Securities, wrote in a note this week.\n\"A stronger currency, increased virus concerns oversea, and the associated demand for long-term Treasury notes and bonds implies reduced inflation expectations and increased risk of importing global deflation,\" he added.\nSo-called meme stocks took big hits on Thursday as the sell-off caused investors to flee stocks likeAMCandGameStopthat had been boosted by speculative trading by retail traders chatting on Reddit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105271879,"gmtCreate":1620309332991,"gmtModify":1704341731921,"author":{"id":"3567401497810700","authorId":"3567401497810700","name":"Marcus3478","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567401497810700","authorIdStr":"3567401497810700"},"themes":[],"htmlText":"Good result but the share price impact by tech sell off","listText":"Good result but the share price impact by tech sell off","text":"Good result but the share price impact by tech sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105271879","repostId":"2133529106","repostType":2,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}