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JayTan

下一位意万富翁

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- JayTanJayTan
  ·2023-02-10
  OK
  Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026
  These profitable companies are exceptionally cheap and ripe for the picking, following a 33% decline in the Nasdaq Composite.
  Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026
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- JayTanJayTan
  ·2023-01-19
  Good
  Sorry, this post has been deleted
  254 Comment
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- JayTanJayTan
  ·2023-01-19
  Ok
  Apple's Upcoming Earnings Report Could Be Their Worst In A Decade?
  SummaryApple is facing mounting downward revisions as the most crucial quarter of the year for the w
  Apple's Upcoming Earnings Report Could Be Their Worst In A Decade?
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- JayTanJayTan
  ·2022-12-30
  Good
  Tesla Stock Continues to Fly 8% Higher in Morning Trading
  Tesla could ‘extend its lead’ over EV competition in 2023 - Morgan Stanley
  Tesla Stock Continues to Fly 8% Higher in Morning Trading
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- JayTanJayTan
  ·2022-12-30
  Ok
  Got $1,000? 2 Smart Stocks to Buy Hand Over Fist
  Investing in Apple and Microsoft can help set your portfolio up for long-term growth.
  Got $1,000? 2 Smart Stocks to Buy Hand Over Fist
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- JayTanJayTan
  ·2022-12-09
  $Meta Materials Inc.(MMAT)$
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- JayTanJayTan
  ·2022-12-09
  $Meta Materials Inc. Class A Preferred Stock(MMTLP)$
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- JayTanJayTan
  ·2022-12-07
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- JayTanJayTan
  ·2022-06-03
  Like and comment pls
  US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia
  Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks i
  US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia
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- JayTanJayTan
  ·2022-04-22
  Good
  Elon Musk Just Laid Out His Plan to Buy Twitter. What It Means for TWTR Stock.
  Elon Musk is willing to put up $21 billion of his own equity for Twitter
  Elon Musk Just Laid Out His Plan to Buy Twitter. What It Means for TWTR Stock.
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23:27","market":"us","language":"en","title":"Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2309594071","media":"Motley Fool","summary":"These profitable companies are exceptionally cheap and ripe for the picking, following a 33% decline in the Nasdaq Composite.","content":"<html><head></head><body><p>Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused <b>Nasdaq Composite</b> (^IXIC) bringing up the caboose. The index responsible for lifting the broader market to record highs in 2021 lost a third of its value last year.</p><p>While nothing quite prepares investors for a major stock index shedding 33% of its value in 12 months, there is a silver lining: No matter how painful short-term downdrafts are in the market, they&#39;re always, eventually, erased by a bull market rally. For investors with time on their side, bear markets are a golden buying opportunity.</p><p>Although growth stocks have been in focus for more than a decade, value stocks are looking particularly intriguing during the Nasdaq bear market. What follows are three tantalizing value stocks that have the catalysts necessary to double your money by 2026.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>: Forward-year price-to-earnings ratio of 7.7</h2><p>The first phenomenal value stock with triple-digit return potential for investors over the next four years is pharmacy chain <b>Walgreens Boots Alliance</b>.</p><p>For the majority of healthcare stocks, recessions and economic downturns are mostly a nonevent. Since no one can control when they become ill, there&#39;s always a need for prescription drugs, medical devices, and a variety of healthcare services.</p><p>But because Walgreens is dependent on its brick-and-mortar locations for most of its revenue, lockdowns tied to the COVID-19 pandemic walloped its operating results. With that tough period now in the rearview mirror, investors can scoop up shares of Walgreens at a discount.</p><p>Aside from a once-in-a-century event that&#39;s made Walgreens Boots Alliance stock inexpensive, the company is also undertaking a multiyear transformation designed to lift its organic growth rate, boost operating efficiency, and increase customer loyalty. One way it&#39;s doing this is by spending big on digitization efforts. Promoting the convenience of online sales, as well as refining its supply chains, are simple ways the company can promote organic growth and improve its operating margin.</p><p>Additionally, Walgreens is steadily shifting more of its net sales toward healthcare services. It&#39;s become a majority owner in VillageMD, with the duo opening 200 colocated, full-service health clinics, as of Nov. 30, 2022. The expectation is for 1,000 of these clinics to be open in more than 30 U.S. markets by the end of 2027. These are physician-staffed clinics designed to draw repeat customers and build rapport at the grassroots level. They can also provide a nice lift to a generally low-margin operating model.</p><p>If you need one more good reason to buy Walgreens during the Nasdaq bear market, consider this: The company has increased its base annual payout for 47 consecutive years. Walgreens&#39; 5.2% yield will get investors over 20% of the way to doubling their initial investment over the next four years.</p><h2>Lovesac: Forward-year price-to-earnings ratio of 11.7</h2><p>This is as good a time as any to mention that growth stocks can be value stocks, too. That&#39;s why furniture company <b>Lovesac</b> stands out as an amazing deal at a forward price-to-earnings ratio of 11.7.</p><p>Let me stop you before your mind wanders too far. <i>Yes</i>, the furniture industry is generally slow-growing and boring. Lovesac is neither of these, with its furniture, omnichannel sales platform, and customer focus completely disrupting the industry.</p><p>At one time, beanbag-styled chairs known as &#34;sacs&#34; were Lovesac&#39;s core product. But through the first nine months of fiscal 2023, 89.9% of net revenue came from selling &#34;sactionals&#34; -- modular couches that can be rearranged a multitude of ways.  These sactionals offer functionality, optionality (over 200 cover choices), and are ecofriendly. The yarn used in the covers for sactionals is made using recycled plastic water bottles. There&#39;s simply nothing that compares to Lovesac&#39;s top-selling product.</p><p>Although Lovesac has traditional retail stores in 40 states, it&#39;s far from a traditional brick-and-mortar retailer. During the height of the pandemic, it was able to move nearly half of its sales online, while allowing pop-up showrooms and brand-name partnerships to pick up the remainder of the sales lost by physical showrooms. Having multiple sales channels is a tool that&#39;s lowered the company&#39;s overhead expenses and lifted its operating margin.</p><p>Lastly, Lovesac tends to target a more affluent core audience (middle-and-upper-income millennials, to be exact). These are folks who are less likely to be adversely impacted by inflation or mild economic downturns. In short, Lovesac is better insulated to handle economic disruptions than the traditional furniture industry.</p><p>Lovesac&#39;s sustained double-digit sales growth rate, and its expected doubling in earnings per share through 2026, according to Wall Street estimates, make it a screaming deal during the Nasdaq bear market.</p><h2>Teva Pharmaceutical Industries: Forward-year price-to-earnings ratio of 4.1</h2><p>The third tantalizing value stock that can double your money during the Nasdaq bear market is brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b>. Note: While Teva is reporting its fourth-quarter and full-year operating results before the opening bell today, all figures discussed below are based on the company&#39;s third-quarter results.</p><p>Whereas COVID-19 was a huge headwind for Walgreens Boots Alliance and Lovesac, Teva has been its own worst enemy over the past six years. It grossly overpaid for the Actavis buyout and ballooned its outstanding debt. It&#39;s also dealt with the loss of sales exclusivity on its top-selling brand-name drug (Copaxone for multiple sclerosis), and has faced a litany of litigation tied to its role in the opioid crisis.</p><p>Teva&#39;s biggest catalyst is that it&#39;s putting these miscues in the rearview mirror. Last year, the company forged a $4.2 billion nationwide settlement stemming from its role in the opioid crisis. While this was a higher dollar amount than some shareholders (myself included) had expected, it&#39;s spread out over 18 years. With this gray cloud removed, investors can focus their attention on Teva&#39;s operations, rather than its legal department.</p><p>Losing sales exclusivity to Copaxone isn&#39;t as much of a drag anymore, either. Sales growth from tardive dyskinesia drug Austedo and migraine drug Ajovy are more than outpacing revenue lost to generic forms of Copaxone. As of November, Austedo was on pace to possibly deliver its first full year of blockbuster sales (i.e., revenue in excess of $1 billion).</p><p>Teva&#39;s success is also a function of having a turnaround specialist as CEO. Since taking the lead role in 2017, Kare Schultz has reduced the company&#39;s net debt from north of $34 billion to $19 billion, as of Sept. 30, 2022. Divesting noncore assets, reducing operating expenses, and using the company&#39;s abundant cash flow to pay down debt has been the winning formula.</p><p>If Teva can successfully put all of these challenges behind it, a doubling of its earnings multiple to 8 by 2026 seems perfectly doable.</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>Nasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026</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\">\nNasdaq Bear Market: 3 Tantalizing Value Stocks That Can Double Your Money by 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-09 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused Nasdaq Composite (^IXIC) ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TEVA":"梯瓦制药","WBA":"沃尔格林联合博姿","LOVE":"Lovesac Co."},"source_url":"https://www.fool.com/investing/2023/02/08/nasdaq-bear-market-3-value-stocks-can-double-money/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309594071","content_text":"Last year was both financially and emotionally trying on investors. All three major U.S. stock indexes turned in their worst performance in 14 years, with the growth-focused Nasdaq Composite (^IXIC) bringing up the caboose. The index responsible for lifting the broader market to record highs in 2021 lost a third of its value last year.While nothing quite prepares investors for a major stock index shedding 33% of its value in 12 months, there is a silver lining: No matter how painful short-term downdrafts are in the market, they're always, eventually, erased by a bull market rally. For investors with time on their side, bear markets are a golden buying opportunity.Although growth stocks have been in focus for more than a decade, value stocks are looking particularly intriguing during the Nasdaq bear market. What follows are three tantalizing value stocks that have the catalysts necessary to double your money by 2026.Walgreens Boots Alliance: Forward-year price-to-earnings ratio of 7.7The first phenomenal value stock with triple-digit return potential for investors over the next four years is pharmacy chain Walgreens Boots Alliance.For the majority of healthcare stocks, recessions and economic downturns are mostly a nonevent. Since no one can control when they become ill, there's always a need for prescription drugs, medical devices, and a variety of healthcare services.But because Walgreens is dependent on its brick-and-mortar locations for most of its revenue, lockdowns tied to the COVID-19 pandemic walloped its operating results. With that tough period now in the rearview mirror, investors can scoop up shares of Walgreens at a discount.Aside from a once-in-a-century event that's made Walgreens Boots Alliance stock inexpensive, the company is also undertaking a multiyear transformation designed to lift its organic growth rate, boost operating efficiency, and increase customer loyalty. One way it's doing this is by spending big on digitization efforts. Promoting the convenience of online sales, as well as refining its supply chains, are simple ways the company can promote organic growth and improve its operating margin.Additionally, Walgreens is steadily shifting more of its net sales toward healthcare services. It's become a majority owner in VillageMD, with the duo opening 200 colocated, full-service health clinics, as of Nov. 30, 2022. The expectation is for 1,000 of these clinics to be open in more than 30 U.S. markets by the end of 2027. These are physician-staffed clinics designed to draw repeat customers and build rapport at the grassroots level. They can also provide a nice lift to a generally low-margin operating model.If you need one more good reason to buy Walgreens during the Nasdaq bear market, consider this: The company has increased its base annual payout for 47 consecutive years. Walgreens' 5.2% yield will get investors over 20% of the way to doubling their initial investment over the next four years.Lovesac: Forward-year price-to-earnings ratio of 11.7This is as good a time as any to mention that growth stocks can be value stocks, too. That's why furniture company Lovesac stands out as an amazing deal at a forward price-to-earnings ratio of 11.7.Let me stop you before your mind wanders too far. Yes, the furniture industry is generally slow-growing and boring. Lovesac is neither of these, with its furniture, omnichannel sales platform, and customer focus completely disrupting the industry.At one time, beanbag-styled chairs known as \"sacs\" were Lovesac's core product. But through the first nine months of fiscal 2023, 89.9% of net revenue came from selling \"sactionals\" -- modular couches that can be rearranged a multitude of ways.  These sactionals offer functionality, optionality (over 200 cover choices), and are ecofriendly. The yarn used in the covers for sactionals is made using recycled plastic water bottles. There's simply nothing that compares to Lovesac's top-selling product.Although Lovesac has traditional retail stores in 40 states, it's far from a traditional brick-and-mortar retailer. During the height of the pandemic, it was able to move nearly half of its sales online, while allowing pop-up showrooms and brand-name partnerships to pick up the remainder of the sales lost by physical showrooms. Having multiple sales channels is a tool that's lowered the company's overhead expenses and lifted its operating margin.Lastly, Lovesac tends to target a more affluent core audience (middle-and-upper-income millennials, to be exact). These are folks who are less likely to be adversely impacted by inflation or mild economic downturns. In short, Lovesac is better insulated to handle economic disruptions than the traditional furniture industry.Lovesac's sustained double-digit sales growth rate, and its expected doubling in earnings per share through 2026, according to Wall Street estimates, make it a screaming deal during the Nasdaq bear market.Teva Pharmaceutical Industries: Forward-year price-to-earnings ratio of 4.1The third tantalizing value stock that can double your money during the Nasdaq bear market is brand-name and generic-drug developer Teva Pharmaceutical Industries. Note: While Teva is reporting its fourth-quarter and full-year operating results before the opening bell today, all figures discussed below are based on the company's third-quarter results.Whereas COVID-19 was a huge headwind for Walgreens Boots Alliance and Lovesac, Teva has been its own worst enemy over the past six years. It grossly overpaid for the Actavis buyout and ballooned its outstanding debt. It's also dealt with the loss of sales exclusivity on its top-selling brand-name drug (Copaxone for multiple sclerosis), and has faced a litany of litigation tied to its role in the opioid crisis.Teva's biggest catalyst is that it's putting these miscues in the rearview mirror. Last year, the company forged a $4.2 billion nationwide settlement stemming from its role in the opioid crisis. While this was a higher dollar amount than some shareholders (myself included) had expected, it's spread out over 18 years. With this gray cloud removed, investors can focus their attention on Teva's operations, rather than its legal department.Losing sales exclusivity to Copaxone isn't as much of a drag anymore, either. Sales growth from tardive dyskinesia drug Austedo and migraine drug Ajovy are more than outpacing revenue lost to generic forms of Copaxone. As of November, Austedo was on pace to possibly deliver its first full year of blockbuster sales (i.e., revenue in excess of $1 billion).Teva's success is also a function of having a turnaround specialist as CEO. Since taking the lead role in 2017, Kare Schultz has reduced the company's net debt from north of $34 billion to $19 billion, as of Sept. 30, 2022. Divesting noncore assets, reducing operating expenses, and using the company's abundant cash flow to pay down debt has been the winning formula.If Teva can successfully put all of these challenges behind it, a doubling of its earnings multiple to 8 by 2026 seems perfectly doable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956466837,"gmtCreate":1674140496930,"gmtModify":1676538926298,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956466837","repostId":"1109994177","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956466378,"gmtCreate":1674140473494,"gmtModify":1676538926291,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956466378","repostId":"1139589293","repostType":4,"repost":{"id":"1139589293","pubTimestamp":1674128095,"share":"https://ttm.financial/m/news/1139589293?lang=&edition=fundamental","pubTime":"2023-01-19 19:34","market":"us","language":"en","title":"Apple's Upcoming Earnings Report Could Be Their Worst In A Decade?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139589293","media":"Seeking Alpha","summary":"SummaryApple is facing mounting downward revisions as the most crucial quarter of the year for the w","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple is facing mounting downward revisions as the most crucial quarter of the year for the world&#39;s largest company approaches.</li><li>The acute nature of supply concerns in China has receded, but I suspect this will be an enduring problem over the next few years.</li><li>Recently, more evidence has been mounting that the company may be facing receding demand across several product lines.</li><li>The company has reduced expectations and goals for two major future products that cast a shadow on future earnings.</li><li>Apple is facing headwinds across multiple divisions going into its crucial first fiscal quarter of 2023, setting the stage for a big earnings miss.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4609d7d788adf6621345b703f796e12\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>chris-mueller</span></p><p>Apple (NASDAQ:AAPL) is the world&#39;s largest company and one of the most successful companies in history. However, I believe it is likely approaching one of its worst quarterly earnings reports in the last decade. Multiple headwinds across Apple&#39;s diverse segments suggest nextquarter could be a big miss, or perhaps there could even be a pre-announcement. In the last eight quarters, Apple has beat expectations every time and met expectations once in October 2021.</p><p>Apple&#39;s multiple has grown recently as it proved its services business could be a true grower. However, the hardware segments still account for 80% of revenue, which is expected to be essentially flat this year. There have been continual problems with the development of future products. Given the company&#39;s massive scale, I believe success here would have to be perfect to contribute to revenue meaningfully.</p><p>Applehas grown from $19.1 billion in annual revenue in 2006 to $394 billion in 2022. The impeccable record of the last decades seems too much to maintain, and while the firm successfully spun a lot of plates to keep delivering during COVID, this is the quarter where a few are likely to fall. Much of the recent behavior of management could suggest that a &#34;mea culpa&#34; quarter is what&#39;s in store.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba6101f3ff63661c5f4ea659db1396bc\" tg-width=\"1530\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>The other thing is that the Services business is experiencing single-digit growth and has had personnel issues. Due to these issues, the vital segment is undergoing a complete restructuring: another source of risk for a company with no current roadmap to produce genre-defining blockbuster products that have a high chance of living up to the super-human expectations that investors have for this stock. Over the last quarters, Cupertino has beaten expectations by less and less. I suspect this next quarter is when they finally miss, perhaps in a shocking way.</p><h2>Apple&#39;s Performance Lately</h2><p>Last quarter, Apple held the line with record September sales of $90 billion that surpassed analyst estimates while its Tech Titan peers languished amid slowdowns in demand for core revenue drivers, including digital advertising. This quarter, I think Apple&#39;s earnings will be very weak and lead to one of the most significant one-day drops for the stock in recent history. The stock only had one major post-earnings drop in the last eight quarters in FQ2022, and the stock was down almost 9% a day after that report. I suspect this earnings report on February 2nd will result in the stock dropping more than this.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba8d27b1f1d41f1c683fb9b9f145d178\" tg-width=\"640\" tg-height=\"368\" referrerpolicy=\"no-referrer\"/><span>Thinkorswim</span></p><p>The uncertainty and obstacles casting a shadow over this coming earnings report are significant for Apple. The first fiscal quarter of the year reflects Apple&#39;s holiday sales, and over the last five years, this quarter has been responsible for around a third of the total revenue for the year. Downward revisions have flurried in.</p><p>As I will argue in this article, the headwinds for Apple are mounting across the entire business, and uncertainty is building. It&#39;s essential also to remember that if a stock has a P/E of 20, that 95% of the value is based on earnings far in the future. Apple has recently set diminished expectations for the two future products that will need to drive a lot of revenue to live up to the high expectations for the stock, the iCarand the AR headset.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49871ba1f61719335227cfce9416e2a4\" tg-width=\"640\" tg-height=\"158\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Over the last year, Technology got hit very hard as the Federal Reserve brought the pain with the second-fastest tightening cycle in history. Some large-cap tech names lost close to most of their market cap, some even more. However, Apple was a relative haven compared to many of its peers. The world&#39;s largest company has done a lot to earn investors&#39; trust. It is perhaps the most successful company in history and the largest company on the planet by market cap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da83cb26ed9e160a73c89edca2b450e0\" tg-width=\"640\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>However, during November and December, alarming developments came out of Apple&#39;s Shenzen manufacturing cluster, where it produces the vast majority of its most important product, the iPhone. First, production was interrupted by a COVID outbreak, and second by a riot and mass worker walk-outs.</p><p>This led to significant production interruptions. While many companies had been relocating operations out of China due to an increasingly challenging operating environment, Apple remained steadfast. However, in December, Apple finally cracked after the unseemly riot and announced plans to accelerate its supply chain diversification out of China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511e06e6a34fade4d811c7b2bc4dda7a\" tg-width=\"918\" tg-height=\"596\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>I did an article last month on Apple&#39;s increasing supply chain woes called <i>Apple&#39;s China Curse Has Likely Only Just Begun.</i> In this piece, I detailed why I thought the issues emerging from China were more consequential than a mere hiccup in the headline cycle. The low costs and stability that Apple&#39;s Chinese partners have provided have been critical to the firm&#39;s ability to generate the &#34;super profits&#34; that shareholders so love it for. Here is an excerpt summarizing my thoughts on the supply problem below.</p><blockquote>The production issues in China and the subsequent efforts to diversify them at an accelerated pace means that the only direction for costs over the next couple of years will be up, at the expense of increasingly superior shareholder returns relative to peers. The product cycle depends on new models to sustain demand, so the interruption in the most advanced models is especially concerning and potentially very problematic. Already there are reports that Apple&#39;s next model will require the largest price hike in the history of the iPhone. Apple must avoid losing its high-tempo iPhone product cadence at all costs. And cost it will.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4eb238945faa0ea9fa18c92e1b7d346f\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Since my article was published, Apple has significantly lagged behind its Tech peers, reversing the relative leadership it showed in 2022. Apple was down about 7.5% over the last month, with Microsoft not far behind. However, the rest of the large-cap tech titans did significantly better. Amazon gained over 6%, and Meta gained over 14%.</p><p>Apple dipped to a 52-week low of $124.17 on January 3rd and has since recovered to around $134 as of the writing of this article. Another big part of my bearishness on Apple was that its earnings are forecast to decelerate throughout the first half. It is tough comps off a COVID peak. But earnings are forecast to contract slightly the quarter after as well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e4ca4979521c433013659b59e7d3a2d\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/><span>TD Ameritrade</span></p><p>That article was focused on the supply-side issue in China, which has improved since, and the difficulty of moving away from China. However, many other headwinds are coming to roost as Apple approaches its most vital report of the year. As I previously argued, the issues from dependence on the Chinese manufacturing cluster won&#39;t be going away anytime soon despite the improvement in what was an extremely acute situation. There are also other risks vexing Cupertino.</p><h2>A Constellation of Risks Across Apple&#39;s Business Casts a Dark Cloud in 2023</h2><p>Apple is a genuinely excellent business that has changed the human experience profoundly, but it is also the largest business in the world. No matter what it is, the world&#39;s largest business will always have a royal list of problems that defy comprehension. Indeed, it is a miracle that Apple performed so well during the global pandemic and a testament to the excellent management team.</p><p>However, the influx of demand during that period almost necessarily means growth will be subdued in the coming years, given the prodigious scale of the company and dismal economic conditions in key global markets. As you can see, one of the critical things Apple has been demonstrating to the joy of its shareholders over the last years is a diversification of revenue away from the iPhone, mainly from the fast-growing services segment. This is one of the main reasons the multiple expanded beyond its hardware peers, but there has been a weakness in services in past quarters that will likely only be getting worse.</p><p>The iPhone is a pretty mature product dependent on a highly synchronized global dance where thousands of suppliers from dozens of countries ship their wares to Foxconn facilities in China to be assembled. The upcoming quarter is already slated to be impacted significantly because of the supply disruptions in Apple&#39;s core revenue driver.</p><p>Big Tech&#39;s reporting relative to large non-Tech companies is somewhat more opaque, likely to deceive competitors on crucial profit centers, but this also makes it hard for analysts to understand the scale of adverse developments, which is only exacerbated by recency bias. This is not to imply any wrongdoing by the company or Big Tech in general. But, given that the size of their segments is larger than most companies and that Apple and its peers tend to lump a lot of business lines into fewer segments than non-tech peers, it can be challenging to know where potential risks can emerge after three bumper years in a row.</p><p>For example, the Economist reported that the five largest Technology firms have thirty-two reporting segments compared to fifty-six reporting segments for the largest five non-Tech firms. When you have the best of the best aiding in preparing your 10-Ks, there&#39;s some perfectly legal wiggle room in how to present yourself best. You can bet that Big Tech is putting on its best face and not advertising its competitive edge, but this can also produce unwelcome surprises.</p><p>However, other emerging risks across the business make me think that the upcoming report could be even worse than the revised downward momentum in estimates revisions suggest. This is because the emerging constellation of risks goes far beyond the problems in Zhengzhou (iPhone city).</p><p>The first problem is also the most obvious one. You see that spike in iPhone sales, well the one coming next quarter will be severely diminished by the production issues I&#39;ve already thoroughly discussed. What is less considered, though, is the recent reports that Apple is starting to experience reduced demand across several product lines. It is also estimated that up to 10% of Apple&#39;s revenue could be threatened by looming antitrust efforts. One potential shock to investors would be if the multi-billion dollar payment Google pays for the exclusive search were to come under scrutiny. There are many moving parts and potential for unpleasant surprises in 2023.</p><p><b>Slowing Demand, Rising Costs, and Tough Comps:</b> The production problems are well-known, and fears around this issue are probably the primary reason the stock recently hit a 52-week low. Still, rising concerns about demand for Apple products amid a general global electronics slowdown have cropped up recently. One Apple supplier recently told the media that the company has been asking its suppliers to produce fewer critical components because of weak demand&#34;across almost all products.&#34; The bumper demand for Macs and iPads that helped the company achieve record earnings in the wake of COVID is likely to reverse significantly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349ba3bf1702d99e400dff921df9cca7\" tg-width=\"548\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Also, despite being overshadowed by the problems at Zhengzhou and COVID protests, Apple has already cut production targets because of diminishing consumer demand. Remember that Apple is a global company and significant portions of sales come from Europe and China, both experiencing significant and potentially prolonged economic weakness. The economic weakness may be finally making its way to the high-end consumers that Apple largely depends on, and if a &#34;richcession&#34; occurs, the firm&#39;s sales could suffer in an outsized way. It&#39;s not just the products themselves; Apple services revenues depend on a high-spending customer in gaming, for instance. In this subsection of services, 1% of customers (presumably affluent) account for two-thirds of revenue.</p><p>The other thing is that the foregone iPhone demand from production issues won&#39;t necessarily be recovered as in the past. Some expect Apple to revise estimates for the March quarter, but if we&#39;re in the teeth of an economic slowdown, these upward projections might be too optimistic. Some analysts see the demand as increasingly perishable. If this is the case, then estimates for Apple&#39;s earnings are still far too high. Price targets have decreased significantly, which may reach a crescendo after the following report.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4c1a53f8325a0416d65003acd9020f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Chinese demand for iPhones is challenging as the country endures a wrenching COVID outbreak after the nation&#39;s leadership ended years of draconian anti-virus measures. The numbers of infected are in closing in on a billion cases. Significantly, the Chinese population may have diminished capacity for purchasing in the wake of such a ubiquitous scourge. Much of China&#39;s population tends to save a high proportion of their income in savings, which may have been exhausted from medical expenses. A hefty proportion of the population has no proper health insurance. CFO Luca Maestri also predicted Mac sales would drop substantially this quarter.</p><p><b>Problems With Services Segment:</b> Wall Street Analysts have long been wary of Apple&#39;s overconcentration in iPhones for revenue. The company&#39;s answer was to create a diversified model that would become increasingly dependent on subscription revenue for Apple Services, including the App Store, Apple TV+, Apple Music, and cloud services.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74d50f4e1538b3cfe95b03dd2d55106f\" tg-width=\"640\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/><span>Macrumor.com</span></p><p>The story of the Services growth has mainly been positive, but the massive influx of new activity seen around stay-at-home restrictions from COVID will be hard to maintain or supersede. Apple&#39;s Services growth has been decelerating. In Apple&#39;s earnings report two quarters ago, Services grew at the slowest pace since 2015.</p><p>There doesn&#39;t seem to be any help on the way, and I suspect continued muted growth rates in the Services segment. Without the high growth in the non-hardware segment, Apple&#39;s multiple will likely come under additional pressure. Rising costs for diminishing returns in areas like Apple&#39;s streaming segment, which are necessary to compete, are not a good sign for those hoping to maintain similar levels of growth and profitability in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b131ed622bfb5af5973c05b23ba0e25d\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/><span>Trefis</span></p><p>The growth assumptions for the Services components appear very precarious at this time. While Apple streaming has been a great success, it will require increasing investments with diminishing returns to stay competitive. App store revenue, licensing revenue, and third-party subscriptions could all experience obstacles to realizing expected growth.</p><p>This is crucial because part of the reason Apple had begun to have its multiple expand was that it was seen as delivering on the high-stakes effort to have services be the growth engine. Of course, the high-margin services segment also is essential for profitability to continue at levels investors have become expected. The firm is also facing antitrust issues in Europe, and an antitrust proceeding from the DOJ is rumored to be in the works.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4870a58746ff830d589e58a525942a5\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Remember that the inability to meet iPhone demand because of production problems could also be problematic for bringing new users into the Apple services ecosystem. Apple Services is also leaving a key executive who has shepherded its robust growth over the last years, Peter Stern. This has led to a personnel reshuffling and uncertainty over succession in the vital segment as he was the ordained heir. Succession for critical roles is particularly delicate at Apple, which I believe is an underappreciated headwind to the vital division. Without dazzling investors with Services growth, the P/E seems more likely to be in the range from 2012-2019 than the range seen in the last three years.</p><h2>Other Issues Are Emerging</h2><p>One of the hidden secrets behind Silicon Valley&#39;s awe-inspiring success is that at the heart of the fantastic technology and shiny things the bloc produces is a vicious battle for the talent that makes it happen. Unfortunately, there&#39;s been mounting issues at Apple in this area which should be very disturbing for shareholders. According to Glassdoor, Apple is no longer one of the top places to work for the first time in over a decade. Issues are emerging in some important new initiatives. The company has touted efforts to bring chip design in-house to the benefit of consumers. However, any benefit of this is likely to be erased by the increased costs of hurriedly exiting China for other locales that won&#39;t be able to deliver a fraction of the subsidization that China does. But even more than this, Apple&#39;s internal chip efforts have been beset by personnel problems and a significant engineering error that resulted in an inferior iPhone iteration.</p><p>One of Apple&#39;s key suppliers, TSMC, also reported earnings that suggest a global slowdown in demand for advanced electronics. This and other information suggest that Apple faces more headwinds than many are willing to admit. However, an even bigger problem is that there are growing morale problems amongst Apple&#39;s core employees that are emblematic of a growing malaise. Granted, it&#39;s a growing malaise from one of human history&#39;s most significant commercial achievements. Peak Apple may come back eventually, but it&#39;s likely gone for now. Consistently attracting the highest quality personnel in their field is essential to everything Apple does.</p><h2>Risks to My Bearish Thesis</h2><p>Apple is a fantastic company with a competent management team. But seemingly, the risk is to the downside as we approach Cupertino&#39;s most crucial report of the year. In my estimation, the supply problems in China and the associated effort to diversify it are a secular risk that will pressure Apple&#39;s margins for the foreseeable future. However, I am surprised the company has already got factories back to 90% capacity. So, if the Chinese production issues are less acute and sticky than I thought, then Apple is in a considerably better position than my analysis would suggest.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ded3773b2e407dc373035f17b0b4baed\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><span>TD Ameritrade</span></p><p>Economic data has been coming suggesting that we may get a mild recession or that the Fed may be able to pivot to an accommodative posture sooner than you would think, taking them at face value. If we get a bullish development there and the Fed begins cutting around mid-2023, then Apple will likely be able to rally because of the pressure being taken off valuations for the whole market.</p><p>There is also a chance that murmurings of weakness in the services segment are overblown. Apple sold many products and brought many people into the ecosystem over the past years. The firm has also been making the ecosystem a better value for consumers, which could prove particularly successful, leading to better performance in the services segment I currently expect. Apple has a lot of resources as the world&#39;s largest company and still has a lot of gravitas to pull strings when needed. However, I am still firmly convinced the risk is to the downside for the earnings report coming in early February.</p><p>Because of these risks, it is my recommendation not to short-sell Apple. One of the benefits of owning a stock like Apple is the deep and liquid derivatives markets. I believe long put options or covered calls are the best way to play my recommendation for those who don&#39;t want to sell their position or expose themselves to the potentially limitless loss that can occur with a short sale.</p><h2>Conclusion</h2><p>I realize that my bearish call on Apple is quite a contrarian one. I also realize it is a very loved company, and I am not trying to diminish the accomplishments of current management teams or past ones. However, Apple&#39;s earnings growth this year will be subdued by tough comps and is subject to more uncertainty than at any time in the recent past. No new products are coming that aren&#39;t in a market with high barriers to entry. For example, if Apple succeeds with its AR headset, it would be a first in the valley. Cars are a tricky business as well.</p><p>This was the case before the acute problems in China and rising concerns about demand across different Apple products. I suspect that the levels of uncertainty will make forecasting more complex than it&#39;s been for years, raising the prospect of an ugly earnings miss on Apple&#39;s next quarterly call.</p><p>Apple is a large company that would be exposed to a global recession. But the signs of problems in the touted chip segment, decelerating growth in the services segment, and reports of growing employee dissatisfaction make me think that this quarter could see some anomalously bad performance from Cupertino.</p><p>China was central to the formula shareholders loved. According to my analysis, the consensus is missing the scale of the costs and risks associated with an accelerated diversification of Apple&#39;s manufacturing capacity. Growing headwinds on the demand side and in the cherished services segment add to my concern. I remain bearish on Apple in the short and medium term and consider it a strong sell. To reiterate, I suggest using long-put options or covered calls rather than exposing yourself to the considerable risk of short-selling. I think March expirations are advantageous here as I suspect there could be some price weakness between the early February earnings and Apple&#39;s coming investor day in March.</p><p><i>This article is written by Christopher Robb for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Upcoming Earnings Report Could Be Their Worst In A Decade?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Upcoming Earnings Report Could Be Their Worst In A Decade?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-19 19:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4570459-apple-upcoming-earnings-report-could-be-worst-in-decade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is facing mounting downward revisions as the most crucial quarter of the year for the world's largest company approaches.The acute nature of supply concerns in China has receded, but I ...</p>\n\n<a href=\"https://seekingalpha.com/article/4570459-apple-upcoming-earnings-report-could-be-worst-in-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4570459-apple-upcoming-earnings-report-could-be-worst-in-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139589293","content_text":"SummaryApple is facing mounting downward revisions as the most crucial quarter of the year for the world's largest company approaches.The acute nature of supply concerns in China has receded, but I suspect this will be an enduring problem over the next few years.Recently, more evidence has been mounting that the company may be facing receding demand across several product lines.The company has reduced expectations and goals for two major future products that cast a shadow on future earnings.Apple is facing headwinds across multiple divisions going into its crucial first fiscal quarter of 2023, setting the stage for a big earnings miss.chris-muellerApple (NASDAQ:AAPL) is the world's largest company and one of the most successful companies in history. However, I believe it is likely approaching one of its worst quarterly earnings reports in the last decade. Multiple headwinds across Apple's diverse segments suggest nextquarter could be a big miss, or perhaps there could even be a pre-announcement. In the last eight quarters, Apple has beat expectations every time and met expectations once in October 2021.Apple's multiple has grown recently as it proved its services business could be a true grower. However, the hardware segments still account for 80% of revenue, which is expected to be essentially flat this year. There have been continual problems with the development of future products. Given the company's massive scale, I believe success here would have to be perfect to contribute to revenue meaningfully.Applehas grown from $19.1 billion in annual revenue in 2006 to $394 billion in 2022. The impeccable record of the last decades seems too much to maintain, and while the firm successfully spun a lot of plates to keep delivering during COVID, this is the quarter where a few are likely to fall. Much of the recent behavior of management could suggest that a \"mea culpa\" quarter is what's in store.Seeking AlphaThe other thing is that the Services business is experiencing single-digit growth and has had personnel issues. Due to these issues, the vital segment is undergoing a complete restructuring: another source of risk for a company with no current roadmap to produce genre-defining blockbuster products that have a high chance of living up to the super-human expectations that investors have for this stock. Over the last quarters, Cupertino has beaten expectations by less and less. I suspect this next quarter is when they finally miss, perhaps in a shocking way.Apple's Performance LatelyLast quarter, Apple held the line with record September sales of $90 billion that surpassed analyst estimates while its Tech Titan peers languished amid slowdowns in demand for core revenue drivers, including digital advertising. This quarter, I think Apple's earnings will be very weak and lead to one of the most significant one-day drops for the stock in recent history. The stock only had one major post-earnings drop in the last eight quarters in FQ2022, and the stock was down almost 9% a day after that report. I suspect this earnings report on February 2nd will result in the stock dropping more than this.ThinkorswimThe uncertainty and obstacles casting a shadow over this coming earnings report are significant for Apple. The first fiscal quarter of the year reflects Apple's holiday sales, and over the last five years, this quarter has been responsible for around a third of the total revenue for the year. Downward revisions have flurried in.As I will argue in this article, the headwinds for Apple are mounting across the entire business, and uncertainty is building. It's essential also to remember that if a stock has a P/E of 20, that 95% of the value is based on earnings far in the future. Apple has recently set diminished expectations for the two future products that will need to drive a lot of revenue to live up to the high expectations for the stock, the iCarand the AR headset.Seeking AlphaOver the last year, Technology got hit very hard as the Federal Reserve brought the pain with the second-fastest tightening cycle in history. Some large-cap tech names lost close to most of their market cap, some even more. However, Apple was a relative haven compared to many of its peers. The world's largest company has done a lot to earn investors' trust. It is perhaps the most successful company in history and the largest company on the planet by market cap.Seeking AlphaHowever, during November and December, alarming developments came out of Apple's Shenzen manufacturing cluster, where it produces the vast majority of its most important product, the iPhone. First, production was interrupted by a COVID outbreak, and second by a riot and mass worker walk-outs.This led to significant production interruptions. While many companies had been relocating operations out of China due to an increasingly challenging operating environment, Apple remained steadfast. However, in December, Apple finally cracked after the unseemly riot and announced plans to accelerate its supply chain diversification out of China.BloombergI did an article last month on Apple's increasing supply chain woes called Apple's China Curse Has Likely Only Just Begun. In this piece, I detailed why I thought the issues emerging from China were more consequential than a mere hiccup in the headline cycle. The low costs and stability that Apple's Chinese partners have provided have been critical to the firm's ability to generate the \"super profits\" that shareholders so love it for. Here is an excerpt summarizing my thoughts on the supply problem below.The production issues in China and the subsequent efforts to diversify them at an accelerated pace means that the only direction for costs over the next couple of years will be up, at the expense of increasingly superior shareholder returns relative to peers. The product cycle depends on new models to sustain demand, so the interruption in the most advanced models is especially concerning and potentially very problematic. Already there are reports that Apple's next model will require the largest price hike in the history of the iPhone. Apple must avoid losing its high-tempo iPhone product cadence at all costs. And cost it will.Seeking AlphaSince my article was published, Apple has significantly lagged behind its Tech peers, reversing the relative leadership it showed in 2022. Apple was down about 7.5% over the last month, with Microsoft not far behind. However, the rest of the large-cap tech titans did significantly better. Amazon gained over 6%, and Meta gained over 14%.Apple dipped to a 52-week low of $124.17 on January 3rd and has since recovered to around $134 as of the writing of this article. Another big part of my bearishness on Apple was that its earnings are forecast to decelerate throughout the first half. It is tough comps off a COVID peak. But earnings are forecast to contract slightly the quarter after as well.TD AmeritradeThat article was focused on the supply-side issue in China, which has improved since, and the difficulty of moving away from China. However, many other headwinds are coming to roost as Apple approaches its most vital report of the year. As I previously argued, the issues from dependence on the Chinese manufacturing cluster won't be going away anytime soon despite the improvement in what was an extremely acute situation. There are also other risks vexing Cupertino.A Constellation of Risks Across Apple's Business Casts a Dark Cloud in 2023Apple is a genuinely excellent business that has changed the human experience profoundly, but it is also the largest business in the world. No matter what it is, the world's largest business will always have a royal list of problems that defy comprehension. Indeed, it is a miracle that Apple performed so well during the global pandemic and a testament to the excellent management team.However, the influx of demand during that period almost necessarily means growth will be subdued in the coming years, given the prodigious scale of the company and dismal economic conditions in key global markets. As you can see, one of the critical things Apple has been demonstrating to the joy of its shareholders over the last years is a diversification of revenue away from the iPhone, mainly from the fast-growing services segment. This is one of the main reasons the multiple expanded beyond its hardware peers, but there has been a weakness in services in past quarters that will likely only be getting worse.The iPhone is a pretty mature product dependent on a highly synchronized global dance where thousands of suppliers from dozens of countries ship their wares to Foxconn facilities in China to be assembled. The upcoming quarter is already slated to be impacted significantly because of the supply disruptions in Apple's core revenue driver.Big Tech's reporting relative to large non-Tech companies is somewhat more opaque, likely to deceive competitors on crucial profit centers, but this also makes it hard for analysts to understand the scale of adverse developments, which is only exacerbated by recency bias. This is not to imply any wrongdoing by the company or Big Tech in general. But, given that the size of their segments is larger than most companies and that Apple and its peers tend to lump a lot of business lines into fewer segments than non-tech peers, it can be challenging to know where potential risks can emerge after three bumper years in a row.For example, the Economist reported that the five largest Technology firms have thirty-two reporting segments compared to fifty-six reporting segments for the largest five non-Tech firms. When you have the best of the best aiding in preparing your 10-Ks, there's some perfectly legal wiggle room in how to present yourself best. You can bet that Big Tech is putting on its best face and not advertising its competitive edge, but this can also produce unwelcome surprises.However, other emerging risks across the business make me think that the upcoming report could be even worse than the revised downward momentum in estimates revisions suggest. This is because the emerging constellation of risks goes far beyond the problems in Zhengzhou (iPhone city).The first problem is also the most obvious one. You see that spike in iPhone sales, well the one coming next quarter will be severely diminished by the production issues I've already thoroughly discussed. What is less considered, though, is the recent reports that Apple is starting to experience reduced demand across several product lines. It is also estimated that up to 10% of Apple's revenue could be threatened by looming antitrust efforts. One potential shock to investors would be if the multi-billion dollar payment Google pays for the exclusive search were to come under scrutiny. There are many moving parts and potential for unpleasant surprises in 2023.Slowing Demand, Rising Costs, and Tough Comps: The production problems are well-known, and fears around this issue are probably the primary reason the stock recently hit a 52-week low. Still, rising concerns about demand for Apple products amid a general global electronics slowdown have cropped up recently. One Apple supplier recently told the media that the company has been asking its suppliers to produce fewer critical components because of weak demand\"across almost all products.\" The bumper demand for Macs and iPads that helped the company achieve record earnings in the wake of COVID is likely to reverse significantly.Seeking AlphaAlso, despite being overshadowed by the problems at Zhengzhou and COVID protests, Apple has already cut production targets because of diminishing consumer demand. Remember that Apple is a global company and significant portions of sales come from Europe and China, both experiencing significant and potentially prolonged economic weakness. The economic weakness may be finally making its way to the high-end consumers that Apple largely depends on, and if a \"richcession\" occurs, the firm's sales could suffer in an outsized way. It's not just the products themselves; Apple services revenues depend on a high-spending customer in gaming, for instance. In this subsection of services, 1% of customers (presumably affluent) account for two-thirds of revenue.The other thing is that the foregone iPhone demand from production issues won't necessarily be recovered as in the past. Some expect Apple to revise estimates for the March quarter, but if we're in the teeth of an economic slowdown, these upward projections might be too optimistic. Some analysts see the demand as increasingly perishable. If this is the case, then estimates for Apple's earnings are still far too high. Price targets have decreased significantly, which may reach a crescendo after the following report.Seeking AlphaChinese demand for iPhones is challenging as the country endures a wrenching COVID outbreak after the nation's leadership ended years of draconian anti-virus measures. The numbers of infected are in closing in on a billion cases. Significantly, the Chinese population may have diminished capacity for purchasing in the wake of such a ubiquitous scourge. Much of China's population tends to save a high proportion of their income in savings, which may have been exhausted from medical expenses. A hefty proportion of the population has no proper health insurance. CFO Luca Maestri also predicted Mac sales would drop substantially this quarter.Problems With Services Segment: Wall Street Analysts have long been wary of Apple's overconcentration in iPhones for revenue. The company's answer was to create a diversified model that would become increasingly dependent on subscription revenue for Apple Services, including the App Store, Apple TV+, Apple Music, and cloud services.Macrumor.comThe story of the Services growth has mainly been positive, but the massive influx of new activity seen around stay-at-home restrictions from COVID will be hard to maintain or supersede. Apple's Services growth has been decelerating. In Apple's earnings report two quarters ago, Services grew at the slowest pace since 2015.There doesn't seem to be any help on the way, and I suspect continued muted growth rates in the Services segment. Without the high growth in the non-hardware segment, Apple's multiple will likely come under additional pressure. Rising costs for diminishing returns in areas like Apple's streaming segment, which are necessary to compete, are not a good sign for those hoping to maintain similar levels of growth and profitability in the future.TrefisThe growth assumptions for the Services components appear very precarious at this time. While Apple streaming has been a great success, it will require increasing investments with diminishing returns to stay competitive. App store revenue, licensing revenue, and third-party subscriptions could all experience obstacles to realizing expected growth.This is crucial because part of the reason Apple had begun to have its multiple expand was that it was seen as delivering on the high-stakes effort to have services be the growth engine. Of course, the high-margin services segment also is essential for profitability to continue at levels investors have become expected. The firm is also facing antitrust issues in Europe, and an antitrust proceeding from the DOJ is rumored to be in the works.Seeking AlphaRemember that the inability to meet iPhone demand because of production problems could also be problematic for bringing new users into the Apple services ecosystem. Apple Services is also leaving a key executive who has shepherded its robust growth over the last years, Peter Stern. This has led to a personnel reshuffling and uncertainty over succession in the vital segment as he was the ordained heir. Succession for critical roles is particularly delicate at Apple, which I believe is an underappreciated headwind to the vital division. Without dazzling investors with Services growth, the P/E seems more likely to be in the range from 2012-2019 than the range seen in the last three years.Other Issues Are EmergingOne of the hidden secrets behind Silicon Valley's awe-inspiring success is that at the heart of the fantastic technology and shiny things the bloc produces is a vicious battle for the talent that makes it happen. Unfortunately, there's been mounting issues at Apple in this area which should be very disturbing for shareholders. According to Glassdoor, Apple is no longer one of the top places to work for the first time in over a decade. Issues are emerging in some important new initiatives. The company has touted efforts to bring chip design in-house to the benefit of consumers. However, any benefit of this is likely to be erased by the increased costs of hurriedly exiting China for other locales that won't be able to deliver a fraction of the subsidization that China does. But even more than this, Apple's internal chip efforts have been beset by personnel problems and a significant engineering error that resulted in an inferior iPhone iteration.One of Apple's key suppliers, TSMC, also reported earnings that suggest a global slowdown in demand for advanced electronics. This and other information suggest that Apple faces more headwinds than many are willing to admit. However, an even bigger problem is that there are growing morale problems amongst Apple's core employees that are emblematic of a growing malaise. Granted, it's a growing malaise from one of human history's most significant commercial achievements. Peak Apple may come back eventually, but it's likely gone for now. Consistently attracting the highest quality personnel in their field is essential to everything Apple does.Risks to My Bearish ThesisApple is a fantastic company with a competent management team. But seemingly, the risk is to the downside as we approach Cupertino's most crucial report of the year. In my estimation, the supply problems in China and the associated effort to diversify it are a secular risk that will pressure Apple's margins for the foreseeable future. However, I am surprised the company has already got factories back to 90% capacity. So, if the Chinese production issues are less acute and sticky than I thought, then Apple is in a considerably better position than my analysis would suggest.TD AmeritradeEconomic data has been coming suggesting that we may get a mild recession or that the Fed may be able to pivot to an accommodative posture sooner than you would think, taking them at face value. If we get a bullish development there and the Fed begins cutting around mid-2023, then Apple will likely be able to rally because of the pressure being taken off valuations for the whole market.There is also a chance that murmurings of weakness in the services segment are overblown. Apple sold many products and brought many people into the ecosystem over the past years. The firm has also been making the ecosystem a better value for consumers, which could prove particularly successful, leading to better performance in the services segment I currently expect. Apple has a lot of resources as the world's largest company and still has a lot of gravitas to pull strings when needed. However, I am still firmly convinced the risk is to the downside for the earnings report coming in early February.Because of these risks, it is my recommendation not to short-sell Apple. One of the benefits of owning a stock like Apple is the deep and liquid derivatives markets. I believe long put options or covered calls are the best way to play my recommendation for those who don't want to sell their position or expose themselves to the potentially limitless loss that can occur with a short sale.ConclusionI realize that my bearish call on Apple is quite a contrarian one. I also realize it is a very loved company, and I am not trying to diminish the accomplishments of current management teams or past ones. However, Apple's earnings growth this year will be subdued by tough comps and is subject to more uncertainty than at any time in the recent past. No new products are coming that aren't in a market with high barriers to entry. For example, if Apple succeeds with its AR headset, it would be a first in the valley. Cars are a tricky business as well.This was the case before the acute problems in China and rising concerns about demand across different Apple products. I suspect that the levels of uncertainty will make forecasting more complex than it's been for years, raising the prospect of an ugly earnings miss on Apple's next quarterly call.Apple is a large company that would be exposed to a global recession. But the signs of problems in the touted chip segment, decelerating growth in the services segment, and reports of growing employee dissatisfaction make me think that this quarter could see some anomalously bad performance from Cupertino.China was central to the formula shareholders loved. According to my analysis, the consensus is missing the scale of the costs and risks associated with an accelerated diversification of Apple's manufacturing capacity. Growing headwinds on the demand side and in the cherished services segment add to my concern. I remain bearish on Apple in the short and medium term and consider it a strong sell. To reiterate, I suggest using long-put options or covered calls rather than exposing yourself to the considerable risk of short-selling. I think March expirations are advantageous here as I suspect there could be some price weakness between the early February earnings and Apple's coming investor day in March.This article is written by Christopher Robb for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927010612,"gmtCreate":1672353403336,"gmtModify":1676538676573,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927010612","repostId":"1163495661","repostType":4,"repost":{"id":"1163495661","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":1672326994,"share":"https://ttm.financial/m/news/1163495661?lang=&edition=fundamental","pubTime":"2022-12-29 23:16","market":"us","language":"en","title":"Tesla Stock Continues to Fly 8% Higher in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163495661","media":"Tiger Newspress","summary":"Tesla could ‘extend its lead’ over EV competition in 2023 - Morgan Stanley","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock jumped over 8% in morning trading as Morgan Stanley analyst Adam Jonas told clients that the company is still set to lead the EV industry in 2023.</p><p><img src=\"https://static.tigerbbs.com/f862073b6e32e776da57ccadfbb41287\" tg-width=\"797\" tg-height=\"672\" width=\"100%\" height=\"auto\"/></p><p>He cited “valuation, cash flow, innovation and cost leadership” as key reasons to maintain a Buy-equivalent rating. Jonas noted that the steep sell-off for Tesla (TSLA) as of late is driven by a flip of the dynamics for supply and demand, prompting lowered prices and more pressure on the business in key markets like China. However, he advised Tesla (TSLA) should still succeed under these conditions.</p><p>“We believe 2023 is shaping up to be a &#39;reset&#39; year for the EV market where the last 2 years of demand exceeding supply will be substantially inverted to supply exceeding demand. Within this environment, we believe players that are self-funded with demonstrated scale and cost leadership throughout the value chain can be relative winners,” Jonas wrote. “We believe Tesla may be in position to extend its lead versus the EV competition in FY23 even before consideration of [Inflation Reduction Act] benefits where Tesla also stands out as the biggest potential winner.”</p><p>He noted that the Buy-equivalent rating contrasts with a Hold-equivalent assigned to Fisker (FSR) and Sell-equivalents for Lucid (LCID) and QuantumScape (QS). Jonas also expects Tesla to outperform legacy automakers and maintain its pole position despite tougher sales conditions.</p><p>Still, the price discounting for autos and lower value of Tesla’s (TSLA) adjacent businesses as reason enough to reduce his price target. He trimmed his target to $250 from a prior $330 on the basis of these factors despite remaining bullish on the stock.</p><p>Tesla (TSLA) stock ticked higher on significant trading volume. The gain would add to an over 3% rise on Wednesday that snapped a lengthy losing streak in mid-December that left shares at a multi-year low.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Continues to Fly 8% Higher in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Continues to Fly 8% Higher in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-29 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock jumped over 8% in morning trading as Morgan Stanley analyst Adam Jonas told clients that the company is still set to lead the EV industry in 2023.</p><p><img src=\"https://static.tigerbbs.com/f862073b6e32e776da57ccadfbb41287\" tg-width=\"797\" tg-height=\"672\" width=\"100%\" height=\"auto\"/></p><p>He cited “valuation, cash flow, innovation and cost leadership” as key reasons to maintain a Buy-equivalent rating. Jonas noted that the steep sell-off for Tesla (TSLA) as of late is driven by a flip of the dynamics for supply and demand, prompting lowered prices and more pressure on the business in key markets like China. However, he advised Tesla (TSLA) should still succeed under these conditions.</p><p>“We believe 2023 is shaping up to be a &#39;reset&#39; year for the EV market where the last 2 years of demand exceeding supply will be substantially inverted to supply exceeding demand. Within this environment, we believe players that are self-funded with demonstrated scale and cost leadership throughout the value chain can be relative winners,” Jonas wrote. “We believe Tesla may be in position to extend its lead versus the EV competition in FY23 even before consideration of [Inflation Reduction Act] benefits where Tesla also stands out as the biggest potential winner.”</p><p>He noted that the Buy-equivalent rating contrasts with a Hold-equivalent assigned to Fisker (FSR) and Sell-equivalents for Lucid (LCID) and QuantumScape (QS). Jonas also expects Tesla to outperform legacy automakers and maintain its pole position despite tougher sales conditions.</p><p>Still, the price discounting for autos and lower value of Tesla’s (TSLA) adjacent businesses as reason enough to reduce his price target. He trimmed his target to $250 from a prior $330 on the basis of these factors despite remaining bullish on the stock.</p><p>Tesla (TSLA) stock ticked higher on significant trading volume. The gain would add to an over 3% rise on Wednesday that snapped a lengthy losing streak in mid-December that left shares at a multi-year low.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163495661","content_text":"Tesla stock jumped over 8% in morning trading as Morgan Stanley analyst Adam Jonas told clients that the company is still set to lead the EV industry in 2023.He cited “valuation, cash flow, innovation and cost leadership” as key reasons to maintain a Buy-equivalent rating. Jonas noted that the steep sell-off for Tesla (TSLA) as of late is driven by a flip of the dynamics for supply and demand, prompting lowered prices and more pressure on the business in key markets like China. However, he advised Tesla (TSLA) should still succeed under these conditions.“We believe 2023 is shaping up to be a 'reset' year for the EV market where the last 2 years of demand exceeding supply will be substantially inverted to supply exceeding demand. Within this environment, we believe players that are self-funded with demonstrated scale and cost leadership throughout the value chain can be relative winners,” Jonas wrote. “We believe Tesla may be in position to extend its lead versus the EV competition in FY23 even before consideration of [Inflation Reduction Act] benefits where Tesla also stands out as the biggest potential winner.”He noted that the Buy-equivalent rating contrasts with a Hold-equivalent assigned to Fisker (FSR) and Sell-equivalents for Lucid (LCID) and QuantumScape (QS). Jonas also expects Tesla to outperform legacy automakers and maintain its pole position despite tougher sales conditions.Still, the price discounting for autos and lower value of Tesla’s (TSLA) adjacent businesses as reason enough to reduce his price target. He trimmed his target to $250 from a prior $330 on the basis of these factors despite remaining bullish on the stock.Tesla (TSLA) stock ticked higher on significant trading volume. The gain would add to an over 3% rise on Wednesday that snapped a lengthy losing streak in mid-December that left shares at a multi-year low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927010988,"gmtCreate":1672353366145,"gmtModify":1676538676558,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927010988","repostId":"2295939169","repostType":4,"repost":{"id":"2295939169","pubTimestamp":1672328438,"share":"https://ttm.financial/m/news/2295939169?lang=&edition=fundamental","pubTime":"2022-12-29 23:40","market":"us","language":"en","title":"Got $1,000? 2 Smart Stocks to Buy Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2295939169","media":"Motley Fool","summary":"Investing in Apple and Microsoft can help set your portfolio up for long-term growth.","content":"<html><head></head><body><p>The stock market has dealt a tough hand to many investors in 2022, as prolonged volatility has afflicted virtually every sector to a certain degree. Even so, strong businesses with diverse catalysts for future growth can succeed beyond the current challenging period and enrich investors&#39; portfolios in the process.</p><p>That said, if you have $1,000 to invest in the current market, <b>Microsoft</b> and <b>Apple</b> are two smart stocks to consider loading up on before year&#39;s end.</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Microsoft may be one of the most well-known names in tech, but that doesn&#39;t mean this giant has come close to exhausting its growth runway yet. The company is known by many investors for its productivity software, a market in which Microsoft controls a share to the tune of about 50%. Bear in mind, this is a market that hit a valuation of nearly $42 billion in 2020 and is expected to expand to roughly $123 billion by 2028.</p><p>Another huge driver of Microsoft&#39;s current and future growth is the cloud infrastructure market. This is a space worth roughly $60 billion globally at the time of this writing, in which it controls a market share of 21% with its Azure cloud platform.</p><p>The most recent quarter saw the company deliver revenue growth of 11% from the year-ago period to $50 billion, driven by a 24% jump in Microsoft Cloud revenue, a 9% jump in productivity and business processes revenue, and a 20% increase in intelligent cloud revenue. Microsoft remains highly profitable, with its net earnings in the most recent quarter totaling $18 billion.</p><p>Microsoft is in a better position than most to ride out the volatility of the near-term market environment and continue delivering strong growth in the years ahead. Its software offerings remain daily-use essentials for individuals and businesses globally, and its hardware business continues to be a key factor in its overall growth with its lineup of PCs, accessories, headsets, laptops, gaming devices, and more.</p><p>There&#39;s also a less-talked-about aspect of Microsoft&#39;s business, which is its advertising segment. While companies are pulling back on advertising spending in the near term, effective digital ad campaigns remain a must-have cost of doing business in order to remain competitive. While its ad business isn&#39;t yet at the scale of some other well-known tech giants, it hit a major revenue mark of $10 billion last year, while management is aiming to increase this figure to $20 billion in the years ahead.</p><p>A $1,000 investment in Microsoft would add about four shares to your portfolio right now.</p><h2>2. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>Apple is another tech giant that needs no introduction. Shares of Apple have taken a beating over the last few months, particularly as broad sentiment continues to go against tech-oriented growth stocks. Some investors also fear that a recessionary environment could slow down sales of Apple&#39;s key products, as these high-ticket items can be discretionary expenditures for households.</p><p>Apple still makes the lion&#39;s share of its revenue from smartphone sales and has a footprint of about 60% in the U.S. and 30% globally. Apple&#39;s market share within the global smartphone market, a space on track to hit just shy of $500 billion by the year 2026, is not only massive but growing. This can continue to be a durable driver of growth in the years to come, regardless of what happens in the near term. Even with the current macro situation, in the company&#39;s fiscal 2022, iPhone sales comprised about $205 billion of its total sales of $394 billion.</p><p>However, Apple isn&#39;t resting on its laurels. It&#39;s rapidly expanding into new areas of growth that can drive revenue and profits in the future. From its foray into the buy now, pay later space to its expansion in the streaming market to its VR headset, which could launch in early 2023, to its small but growing advertising business, there are plenty of ways the tech giant can continue to disrupt new and emerging industries in the years ahead while delivering returns for shareholders.</p><p>Apple&#39;s core products remain in demand and highly profitable. The company reported another year of steady growth in its fiscal 2022. Earnings jumped 4% year over year to $90 billion, and operating cash flow surged by a whopping $18 billion in the final quarter of the year alone.</p><p>This follows the trailing five years, in which Apple&#39;s revenue and earnings have grown by respective amounts of 131% and 170%, while the tech stock has delivered a total return of 720% for investors.</p><p>A $1,000 investment in Apple would add approximately seven shares to your portfolio.</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>Got $1,000? 2 Smart Stocks to Buy Hand Over Fist</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\">\nGot $1,000? 2 Smart Stocks to Buy Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 23:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/28/got-1000-2-smart-stocks-to-buy-hand-over-fist/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has dealt a tough hand to many investors in 2022, as prolonged volatility has afflicted virtually every sector to a certain degree. Even so, strong businesses with diverse catalysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/28/got-1000-2-smart-stocks-to-buy-hand-over-fist/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/12/28/got-1000-2-smart-stocks-to-buy-hand-over-fist/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295939169","content_text":"The stock market has dealt a tough hand to many investors in 2022, as prolonged volatility has afflicted virtually every sector to a certain degree. Even so, strong businesses with diverse catalysts for future growth can succeed beyond the current challenging period and enrich investors' portfolios in the process.That said, if you have $1,000 to invest in the current market, Microsoft and Apple are two smart stocks to consider loading up on before year's end.1. MicrosoftMicrosoft may be one of the most well-known names in tech, but that doesn't mean this giant has come close to exhausting its growth runway yet. The company is known by many investors for its productivity software, a market in which Microsoft controls a share to the tune of about 50%. Bear in mind, this is a market that hit a valuation of nearly $42 billion in 2020 and is expected to expand to roughly $123 billion by 2028.Another huge driver of Microsoft's current and future growth is the cloud infrastructure market. This is a space worth roughly $60 billion globally at the time of this writing, in which it controls a market share of 21% with its Azure cloud platform.The most recent quarter saw the company deliver revenue growth of 11% from the year-ago period to $50 billion, driven by a 24% jump in Microsoft Cloud revenue, a 9% jump in productivity and business processes revenue, and a 20% increase in intelligent cloud revenue. Microsoft remains highly profitable, with its net earnings in the most recent quarter totaling $18 billion.Microsoft is in a better position than most to ride out the volatility of the near-term market environment and continue delivering strong growth in the years ahead. Its software offerings remain daily-use essentials for individuals and businesses globally, and its hardware business continues to be a key factor in its overall growth with its lineup of PCs, accessories, headsets, laptops, gaming devices, and more.There's also a less-talked-about aspect of Microsoft's business, which is its advertising segment. While companies are pulling back on advertising spending in the near term, effective digital ad campaigns remain a must-have cost of doing business in order to remain competitive. While its ad business isn't yet at the scale of some other well-known tech giants, it hit a major revenue mark of $10 billion last year, while management is aiming to increase this figure to $20 billion in the years ahead.A $1,000 investment in Microsoft would add about four shares to your portfolio right now.2. AppleApple is another tech giant that needs no introduction. Shares of Apple have taken a beating over the last few months, particularly as broad sentiment continues to go against tech-oriented growth stocks. Some investors also fear that a recessionary environment could slow down sales of Apple's key products, as these high-ticket items can be discretionary expenditures for households.Apple still makes the lion's share of its revenue from smartphone sales and has a footprint of about 60% in the U.S. and 30% globally. Apple's market share within the global smartphone market, a space on track to hit just shy of $500 billion by the year 2026, is not only massive but growing. This can continue to be a durable driver of growth in the years to come, regardless of what happens in the near term. Even with the current macro situation, in the company's fiscal 2022, iPhone sales comprised about $205 billion of its total sales of $394 billion.However, Apple isn't resting on its laurels. It's rapidly expanding into new areas of growth that can drive revenue and profits in the future. From its foray into the buy now, pay later space to its expansion in the streaming market to its VR headset, which could launch in early 2023, to its small but growing advertising business, there are plenty of ways the tech giant can continue to disrupt new and emerging industries in the years ahead while delivering returns for shareholders.Apple's core products remain in demand and highly profitable. The company reported another year of steady growth in its fiscal 2022. Earnings jumped 4% year over year to $90 billion, and operating cash flow surged by a whopping $18 billion in the final quarter of the year alone.This follows the trailing five years, in which Apple's revenue and earnings have grown by respective amounts of 131% and 170%, while the tech stock has delivered a total return of 720% for investors.A $1,000 investment in Apple would add approximately seven shares to your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929331003,"gmtCreate":1670598540803,"gmtModify":1676538401984,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MMAT\">$Meta Materials Inc.(MMAT)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/MMAT\">$Meta Materials Inc.(MMAT)$ &nbsp;</a>","text":"$Meta Materials Inc.(MMAT)$","images":[{"img":"https://community-static.tradeup.com/news/e1644dcd1c0f8f268fde7c30107b38b4","width":"720","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":1,"link":"https://ttm.financial/post/9929331003","isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550143488776561","authorId":"3550143488776561","name":"Zerocool34","avatar":"https://static.tigerbbs.com/94c14f05e2177ead084f9b11810f6e65","crmLevel":2,"crmLevelSwitch":0,"idStr":"3550143488776561","authorIdStr":"3550143488776561"},"content":"what interest to protect???protect whose interest....the shorts interest??those still have short position don't need to close??","text":"what interest to protect???protect whose interest....the shorts interest??those still have short position don't need to close??","html":"what interest to protect???protect whose interest....the shorts interest??those still have short position don't need to close??"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9929333934,"gmtCreate":1670598445328,"gmtModify":1676538401947,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MMTLP\">$Meta Materials Inc. Class A Preferred Stock(MMTLP)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/MMTLP\">$Meta Materials Inc. Class A Preferred Stock(MMTLP)$ &nbsp;</a>","text":"$Meta Materials Inc. Class A Preferred Stock(MMTLP)$","images":[{"img":"https://community-static.tradeup.com/news/e1644dcd1c0f8f268fde7c30107b38b4","width":"720","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929333934","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967554337,"gmtCreate":1670365216430,"gmtModify":1676538350918,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967554337","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050226994,"gmtCreate":1654211779418,"gmtModify":1676535411992,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"Like and comment pls&nbsp;","listText":"Like and comment pls&nbsp;","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050226994","repostId":"2240266262","repostType":4,"repost":{"id":"2240266262","pubTimestamp":1654211541,"share":"https://ttm.financial/m/news/2240266262?lang=&edition=fundamental","pubTime":"2022-06-03 07:12","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2240266262","media":"Reuters","summary":"Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks i","content":"<html><head></head><body><p>Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.</p><p>Tesla, Nvidia and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> each rose more than 4%, fueling gains in the S&amp;P 500 and Nasdaq. Amazon rallied 3.1% and Apple added 1.7%.</p><p>Of the 11 S&amp;P 500 sector indexes, 10 rose, led by Consumer Discretionary, up 3.03%, followed by a 2.69% gain in Materials.</p><p>U.S. stocks recovered from a drop earlier in the day after Federal Reserve Vice Chair Lael Brainard said she backs at least a couple more half percentage point interest rate hikes, and sees little case for pausing rate hikes in September if price pressures fail to cool.</p><p>The U.S. stock market has staged a modest recovery in recent sessions, with investors debating whether the worst of a selloff that has dominated Wall Street in 2022 may be over.</p><p>&#34;Volatility has become the norm, not the exception. Stocks are being held hostage by inflation, and until inflation gets under control, volatility is likely to remain high,&#34; warned Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>The S&amp;P 500 is now down about 13% from its record high close in early January.</p><p>The Philadelphia Semiconductor index jumped 3.6% to end at its highest level in almost a month.</p><p>U.S. private payrolls increased far less than expected in May, suggesting demand for labor was starting to slow amid higher interest rates and tightening financial conditions, the ADP National Employment report showed.</p><p>All eyes are now on the government&#39;s nonfarm payrolls data on Friday, with investors looking for fresh signs of the U.S. economy&#39;s health and how aggressively the Fed may continue to raise interest rates. Analysts are expecting the economy to have added 325,000 jobs last month.</p><p>Unofficially, the S&amp;P 500 climbed 1.84% to end the session at 4,176.82 points.</p><p>The Nasdaq gained 2.69% to 12,316.90 points, while Dow Jones Industrial Average rose 1.33% to 33,248.28 points.</p><p>Microsoft rose 0.8%, even after the software maker cut its fourth-quarter forecast for profit and revenue, making it the latest U.S. company to warn of a hit from a stronger U.S. dollar.</p><p>Hewlett Packard Enterprise Co slid 5.2% after the technology firm gave a disappointing full-year forecast due to currency headwinds and its exit from Russia.</p><p>Veeva Systems rallied almost 15% after the life sciences software seller&#39;s quarterly revenue forecast beat expectations.</p><p>Ford Motor Co rose 2.5% after the automaker said it plans to invest $3.7 billion in assembly plants in Michigan, Ohio and Missouri.</p><p>Across the U.S. stock market, advancing stocks outnumbered falling ones by a 3.5-to-<a href=\"https://laohu8.com/S/AONE.U\">one</a> ratio.</p><p>The S&amp;P 500 posted one new high and 29 new lows; the Nasdaq recorded 33 new highs and 107 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 10.7 billion shares traded, compared with an average of 13.3 billion shares over the previous 20 sessions.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia</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\">\nUS STOCKS-Wall Street Ends Sharply Higher, Led By Tesla and Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.Tesla, Nvidia and Meta Platforms each ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-202053661.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240266262","content_text":"Wall Street ended sharply higher on Thursday, led by Tesla, Nvidia and other megacap growth stocks in a choppy session ahead of a key jobs report due on Friday.Tesla, Nvidia and Meta Platforms each rose more than 4%, fueling gains in the S&P 500 and Nasdaq. Amazon rallied 3.1% and Apple added 1.7%.Of the 11 S&P 500 sector indexes, 10 rose, led by Consumer Discretionary, up 3.03%, followed by a 2.69% gain in Materials.U.S. stocks recovered from a drop earlier in the day after Federal Reserve Vice Chair Lael Brainard said she backs at least a couple more half percentage point interest rate hikes, and sees little case for pausing rate hikes in September if price pressures fail to cool.The U.S. stock market has staged a modest recovery in recent sessions, with investors debating whether the worst of a selloff that has dominated Wall Street in 2022 may be over.\"Volatility has become the norm, not the exception. Stocks are being held hostage by inflation, and until inflation gets under control, volatility is likely to remain high,\" warned Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.The S&P 500 is now down about 13% from its record high close in early January.The Philadelphia Semiconductor index jumped 3.6% to end at its highest level in almost a month.U.S. private payrolls increased far less than expected in May, suggesting demand for labor was starting to slow amid higher interest rates and tightening financial conditions, the ADP National Employment report showed.All eyes are now on the government's nonfarm payrolls data on Friday, with investors looking for fresh signs of the U.S. economy's health and how aggressively the Fed may continue to raise interest rates. Analysts are expecting the economy to have added 325,000 jobs last month.Unofficially, the S&P 500 climbed 1.84% to end the session at 4,176.82 points.The Nasdaq gained 2.69% to 12,316.90 points, while Dow Jones Industrial Average rose 1.33% to 33,248.28 points.Microsoft rose 0.8%, even after the software maker cut its fourth-quarter forecast for profit and revenue, making it the latest U.S. company to warn of a hit from a stronger U.S. dollar.Hewlett Packard Enterprise Co slid 5.2% after the technology firm gave a disappointing full-year forecast due to currency headwinds and its exit from Russia.Veeva Systems rallied almost 15% after the life sciences software seller's quarterly revenue forecast beat expectations.Ford Motor Co rose 2.5% after the automaker said it plans to invest $3.7 billion in assembly plants in Michigan, Ohio and Missouri.Across the U.S. stock market, advancing stocks outnumbered falling ones by a 3.5-to-one ratio.The S&P 500 posted one new high and 29 new lows; the Nasdaq recorded 33 new highs and 107 new lows.Volume on U.S. exchanges was relatively light, with 10.7 billion shares traded, compared with an average of 13.3 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082476728,"gmtCreate":1650596160791,"gmtModify":1676534761050,"author":{"id":"3572397521268164","authorId":"3572397521268164","name":"JayTan","avatar":"https://static.tigerbbs.com/2df5c1d990871ccbfc0f26d4948532db","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572397521268164","authorIdStr":"3572397521268164"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082476728","repostId":"1145978707","repostType":4,"repost":{"id":"1145978707","pubTimestamp":1650593264,"share":"https://ttm.financial/m/news/1145978707?lang=&edition=fundamental","pubTime":"2022-04-22 10:07","market":"us","language":"en","title":"Elon Musk Just Laid Out His Plan to Buy Twitter. What It Means for TWTR Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1145978707","media":"InvestorPlace","summary":"Elon Musk is willing to put up $21 billion of his own equity for Twitter","content":"<html><head></head><body><p><b>Twitter</b> (NYSE:<b><u>TWTR</u></b>) is once again in the spotlight after Elon Musk disclosed financing details in an amended 13D filing for his buyout offer. In the filing, Musk states that he is willing to put up a total of $46.5 billion in debt and equity financing to acquire Twitter. The <b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) CEO has enlisted the help of <b>Morgan Stanley</b> (NYSE:<b><u>MS</u></b>) and other financial firms to assist in funding the TWTR stock offer. Musk currently owns a 9.1% stake in the social media platform. Additionally, Musk’s position remains unchanged from his previous 13D filing.</p><p>Here’s what else investors should know about Musk’s plan.</p><p><b>Elon Musk Discloses TWTR Stock Financing Details</b></p><p>Out of the $46.5 billion, Musk is willing to cover $21 billion by himself. Meanwhile, Morgan Stanley and other firms have stated they are willing to lend $12.5 billion. That would be in the form of margin loans against some of Musk’s ownership of TSLA stock. The remaining $13 billion will consist of debt financing from Morgan Stanley and other firms in the form of a $500 million revolver, a $6.5 billion term loan, a $3 billion secured bridge loan and a $3 billion unsecured bridge loan.</p><p>Bridge loans are short-term loans that are usually backed by collateral, such as real estate. The loans are used until a “person or company secures permanent financing or removes an existing obligation.” Furthermore, the 13F filing states that Musk is “prepared to begin such negotiations immediately.”</p><p>Additionally, the filing discloses that Twitter has yet to respond to Musk’s original offer. As a result, Musk is “exploring whether to commence a tender offer to acquire all of the outstanding shares of Common Stock.” A tender offer is an offer to company shareholders instead of the board. Plus, a tender offer does not require approval from the board.</p><p>Significantly, this 13D filing shows that Musk feels determined about acquiring Twitter. Before, some investors were speculating that Musk would simply dump his position for a quick gain.</p><p><b>Twitter Responds to New 13D Filing</b></p><p>A spokesperson from Twitter announced that the company had received Musk’s offer and stated:</p><blockquote>“We are in receipt of the updated, non-binding proposal from Elon Musk, which provides additional information regarding the original proposal and new information on potential financing. As previously announced and communicated to Mr. Musk directly, the Board is committed to conducting a careful, comprehensive and deliberate review to determine the course of action that it believes is in the best interest of the Company and all Twitter stockholders.”</blockquote><p>While there’s not much to read into in the statement above, we will likely hear more in the coming days. For now, it appears that Twitter is in a period of uncertainty with a price ceiling near $54.20.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Just Laid Out His Plan to Buy Twitter. What It Means for TWTR 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\">\nElon Musk Just Laid Out His Plan to Buy Twitter. What It Means for TWTR Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/elon-musk-just-laid-out-his-plan-to-buy-twitter-what-it-means-for-twtr-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter (NYSE:TWTR) is once again in the spotlight after Elon Musk disclosed financing details in an amended 13D filing for his buyout offer. In the filing, Musk states that he is willing to put up a ...</p>\n\n<a href=\"https://investorplace.com/2022/04/elon-musk-just-laid-out-his-plan-to-buy-twitter-what-it-means-for-twtr-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://investorplace.com/2022/04/elon-musk-just-laid-out-his-plan-to-buy-twitter-what-it-means-for-twtr-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145978707","content_text":"Twitter (NYSE:TWTR) is once again in the spotlight after Elon Musk disclosed financing details in an amended 13D filing for his buyout offer. In the filing, Musk states that he is willing to put up a total of $46.5 billion in debt and equity financing to acquire Twitter. The Tesla (NASDAQ:TSLA) CEO has enlisted the help of Morgan Stanley (NYSE:MS) and other financial firms to assist in funding the TWTR stock offer. Musk currently owns a 9.1% stake in the social media platform. Additionally, Musk’s position remains unchanged from his previous 13D filing.Here’s what else investors should know about Musk’s plan.Elon Musk Discloses TWTR Stock Financing DetailsOut of the $46.5 billion, Musk is willing to cover $21 billion by himself. Meanwhile, Morgan Stanley and other firms have stated they are willing to lend $12.5 billion. That would be in the form of margin loans against some of Musk’s ownership of TSLA stock. The remaining $13 billion will consist of debt financing from Morgan Stanley and other firms in the form of a $500 million revolver, a $6.5 billion term loan, a $3 billion secured bridge loan and a $3 billion unsecured bridge loan.Bridge loans are short-term loans that are usually backed by collateral, such as real estate. The loans are used until a “person or company secures permanent financing or removes an existing obligation.” Furthermore, the 13F filing states that Musk is “prepared to begin such negotiations immediately.”Additionally, the filing discloses that Twitter has yet to respond to Musk’s original offer. As a result, Musk is “exploring whether to commence a tender offer to acquire all of the outstanding shares of Common Stock.” A tender offer is an offer to company shareholders instead of the board. Plus, a tender offer does not require approval from the board.Significantly, this 13D filing shows that Musk feels determined about acquiring Twitter. Before, some investors were speculating that Musk would simply dump his position for a quick gain.Twitter Responds to New 13D FilingA spokesperson from Twitter announced that the company had received Musk’s offer and stated:“We are in receipt of the updated, non-binding proposal from Elon Musk, which provides additional information regarding the original proposal and new information on potential financing. As previously announced and communicated to Mr. Musk directly, the Board is committed to conducting a careful, comprehensive and deliberate review to determine the course of action that it believes is in the best interest of the Company and all Twitter stockholders.”While there’s not much to read into in the statement above, we will likely hear more in the coming days. For now, it appears that Twitter is in a period of uncertainty with a price ceiling near $54.20.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}