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SJAllan

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- SJAllanSJAllan
  ·04-24
  Lp
  Why Microsoft Stands Out As A Pre-Earnings Buy
  Microsoft Corporation surpassed Apple as the most valuable company by market cap, with a 57% increase in market value in 2023.The company is making strides in the cloud computing market, ranking secon
  Why Microsoft Stands Out As A Pre-Earnings Buy
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- SJAllanSJAllan
  ·04-24
  Great article, would you like to share it?
  Sorry, this post has been deleted
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- SJAllanSJAllan
  ·2021-06-25
  $Confluent, Inc.(CFLT)$ bad idea to get in now. Wait for <44
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- SJAllanSJAllan
  ·2021-06-25
  Sounds good
  Sorry, this post has been deleted
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- SJAllanSJAllan
  ·2021-06-25
  $NVIDIA Corp(NVDA)$ get in
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- SJAllanSJAllan
  ·2021-06-25
  Nice
  Is Amazon Stock A Better Buy Than Apple Through 2025?
  Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple -Get Report and Amazon -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig
  Is Amazon Stock A Better Buy Than Apple Through 2025?
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- SJAllanSJAllan
  ·2021-06-25
  Nice
  Sorry, this post has been deleted
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- SJAllanSJAllan
  ·2021-06-25
  Great
  Sorry, this post has been deleted
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- SJAllanSJAllan
  ·2021-06-25
  $Confluent, Inc.(CFLT)$ what time does confluent start trading?
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- SJAllanSJAllan
  ·2021-06-23
  Great
  Why I Believe NIO Will Beat Out Tesla
  The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go
  Why I Believe NIO Will Beat Out Tesla
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13:55","market":"us","language":"en","title":"Why Microsoft Stands Out As A Pre-Earnings Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2429614183","media":"seekingalpha","summary":"Microsoft Corporation surpassed Apple as the most valuable company by market cap, with a 57% increase in market value in 2023.The company is making strides in the cloud computing market, ranking secon","content":"<html><head></head><body><ul style=\"\"><li><p>Microsoft Corporation surpassed Apple as the most valuable company by market cap, with a 57% increase in market value in 2023.</p></li><li><p>The company is making strides in the cloud computing market, ranking second behind AWS.</p></li><li><p>Microsoft&#39;s investments in AI, including a $13 billion investment in OpenAI, position it to compete with Google and enhance its core business.</p></li><li><p>Activision Blizzard&#39;s acquisition strengthens Microsoft&#39;s gaming empire in pursuit of market share in mobile gaming.</p></li><li><p>Microsoft&#39;s upcoming Q3 earnings are projected at $60.87 billion with an EPS of $2.84, focusing on AI and cloud growth amidst challenges in the PC and Office sectors.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed2d4c957dd90f443c498390ecfd3fbe\" alt=\"Jean-Luc Ichard\" title=\"Jean-Luc Ichard\" tg-width=\"750\" tg-height=\"528\"/><span>Jean-Luc Ichard</span></p><h2 id=\"id_1100829370\">Investment Thesis</h2><p><strong>Microsoft Corporation</strong> completed an impressive 2023, achieving a 57% increase in market value, which exceeded Apple (AAPL) as the most valuable company by market cap. This significant milestone aligns well with Microsoft&#39;s long-standing influence in the computing sector. Its Windows operating system has been a cornerstone technology for decades and is now installed on nearly two-thirds of computers worldwide.</p><p>The software giant has made a mark in almost all significant transitions from the dot-com era in the information technology sphere. Its dominance in computer operating systems has been the primary catalyst for expanding its influence into almost all facets of the software world around the globe. Likewise, having made a mark with Windows and other Office software, the company is also making a name for itself in the multi-billion cloud computing arena.</p><p>Besides being the second most important cloud computing player in the market, it is flexing its muscles in the multibillion-dollar gaming industry with the Xbox video game system. Growth pursued on Windows, cloud infrastructure, and gaming is why the company is immensely profitable and one of the most coveted stocks in the tech space.</p><p>Finally, Microsoft is entering the AI race, having pledged over $13 billion in an investment in the parent company of ChatGPT, OpenAI. With that investment, the company has a front-row seat on some of the biggest innovations around AI that are likely to incredibly shape its core business, which has been lagging Alphabet&#39;s Google for years.</p><p>Moreover, its aggressive acquisition strategy has allowed Microsoft to spread and strengthen its footprint into some of the fastest-growing markets and segments. As a result, in 2023, the stock was up more than 60%, outperforming the 25% gain of the S&amp;P 500 (SP500).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2a13556d359b619ecbea1c9f09ecf1a6\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><h2 id=\"id_2328589685\">Microsoft Robust Revenue Growth</h2><p>Steady financial results, fuelled by the AI frenzy, have been one of the main catalysts behind Microsoft stock&#39;s impressive run over the past year. The software giant has delivered better-than-expected results, signaling growth in its key business segments.</p><p>For its fiscal second quarter, which ended December 31, 2023, Microsoft delivered a 17.6% year-over-year (YoY) revenue increase of $2 billion. The increase came as the company posted a 13% increase in Productivity and Business Processes revenues at $19.2 billion, driven by Office 365 Commercial revenue growth of 17%. The segment&#39;s office consumer products and cloud service revenue also increased by 5%, while LinkedIn revenue increased by 9%.</p><p>Additionally, revenue in Microsoft&#39;s Intelligent Cloud unit was up 20% YoY to $25.9 billion, attributed to a 22% increase in server products and cloud services revenue. Similarly, Azure and other cloud services revenue were up 30%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bc31035ec81f88f8a89c83fd9616e638\" tg-width=\"640\" tg-height=\"279\"/></p><p>Chart showing Intelligent cloud segment revenue growth (Microsoft)</p><p>Moreover, the gross margin in the Intelligent Cloud unit was up by 20% in the quarter, driven by improvements in Azure as operating expenses decreased by 8% and operating income grew by 40%.</p><p>On the other hand, revenue in the Personal Computing segment, which includes Windows devices, Xbox content, and services, was up by 19% to $16.9 billion. The increase was driven mainly by a 615 rise in Xbox content and services revenue, as Windows commercial and cloud services revenue increased by 9%.</p><p>Finally, gross margin in the Personal Computing segment grew by 34%, attributed to the net impact of the Activision Blizzard acquisition, as operating income also increased by 29%. Amid the robust revenue increase in the three business segments, Microsoft delivered a 33% increase in operating income, totaling $27 billion. Thus, net income increased 33% to $21.9 billion, translating to diluted earnings per share of $2.93.</p><h2 id=\"id_2840459971\">What To Expect in Q3</h2><p>Microsoft is set to report fiscal Q3 FY 2024 financial earnings post-close this Thursday, April 25th. Analysts are looking for a small step back in sales to $60.87 billion after last quarter&#39;s $62.02 billion. This, of course, would still represent a 19% YoY gain. EPS is set to rise to $2.84 from the prior quarter&#39;s $2.93, a large 27% YoY jump.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f041334a881ae3679987a1ddf8c8fd33\" tg-width=\"1280\" tg-height=\"426\"/></p><p>seekingalpha.com</p><p><strong>Key Areas of Focus:</strong></p><ol start=\"1\" style=\"\"><li><p><strong>Cloud Segment:</strong> The company&#39;s Intelligent Cloud business has been a robust growth driver. According to company guidelines, revenues from this segment are expected to <strong>rise by $26- $26.3 billion</strong> for the third quarter. Azure, Microsoft&#39;s cloud platform, would lead this surge, with CFRA analysts expecting a <strong>29% uptick</strong>, of which six to eight percentage points will be tied to the AI channel.</p></li><li><p><strong>AI Developments:</strong> The AI section will probably be under the spotlight in the next report. Even more noteworthy will be Microsoft&#39;s strategic partnership with OpenAI and the deployment of AI technologies such as ChatGPT across its ecosystem. The analysts also expect a <strong>large contribution to the revenue</strong> profile from AI, which, according to them, can be meaningful for the market standing and growth in the next five years.</p></li><li><p><strong>Challenges:</strong> Soft segments remain devices and Office commercial products, which have declined due to reduced PC market demand. These are expected to continue underperforming, with the estimates pointing at a low <strong>double-digit revenue reduction</strong> for Q3.</p></li></ol><h2 id=\"id_939922486\">Microsoft AI Boost on Search and Cloud</h2><p>The company&#39;s better-than-expected earnings results in recent quarters reflect it&#39;s emerging as a winner in the AI race. Following its multi-billion investment in ChatGPT developer OpenAI, the company expects the revolutionary technology to be a key driver of its future growth.</p><p>The integration of natural language capabilities from OpenAI early last year was the most unambiguous indication that Microsoft was ready to take on Google search through generative AI. With the integration, the company can now offer better search, more complete answers, and a new chat experience as it looks to take on Google search on user experience.</p><p>By leveraging generative AI capabilities, Microsoft hopes to answer more complex questions and solve tasks in the internet search business. Additionally, Bing search allows people to write emails, create travel itineraries, and easily create quizzes through the search engine interface.</p><p>Microsoft has also made it easy for people to look for information like sports scores and stock process recipes on the search engine homepage. Feeling threatened, Google responded by launching its chatbot, Bard, and integrating it into the race to enhance its Google search tool further.</p><p>With AI poised to change how people search for information online, Microsoft has a chance to take on Google, which has dominated the search business for years with a market share of more than 90%. In addition to strengthening Microsoft&#39;s edge in the search business, AI is also strengthening the company&#39;s cloud computing solutions. Thanks to this technology, Azure can now handle all sorts of cloud computing duties with one version of the software built for AI applications.</p><p>The company has been adding graphics processing units to its data centers, allowing clients to run all AI models on Azure. Thanks to the integrations, Microsoft now has 53,000 Azure AI clients. One reason cloud infrastructure accounts for 29% of the company&#39;s total revenue is the growing number of AI clients.</p><p>Microsoft registered a 33% increase in cloud services revenue in its fiscal second quarter, primarily due to AI-enhanced Azure, enabling businesses to harness big data&#39;s power. Tools like Azure Machine Learning and Azure Cognitive Services allow organizations to analyze vast amounts of data quickly.</p><p>Similarly, AI Azure capabilities enable organizations to automate repetitive tasks, streamline workflows, and optimize resource utilization. The tools are also being used to create enterprise-specific AI chat applications, attracting interest from big clients such as Heineken, printer maker Lexmark, and AT&amp;T.</p><p>While Amazon&#39;s (AMZN) AWS remains the most dominant cloud provider, Microsoft is slowly closing the gap thanks to its artificial intelligence capabilities. While the company does not disclose revenue figures for its cloud infrastructure, analysts believe they are about three-quarters the size of Amazon from half five years ago.</p><p>Finally, in the most recent earnings call, CFO Amy Hood reiterated that 6% of revenue growth in the Azure and cloud services division came from AI. This means that revenue in Azure increased by 30% in the quarter, compared to 13% for AWS. Microsoft remains the second-largest player in the multi-billion cloud computing market, with a 24% market share, behind AWS, which has a 31% market share.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8ffaaa09600ecd94158b7f3d669e06f9\" tg-width=\"1200\" tg-height=\"1200\"/></p><p>Chart showing cloud infrastructure market share (Statista)</p><h2 id=\"id_2492170250\">Microsoft Burgeoning Gaming Opportunity</h2><p>While the focus has been on AI and its impact on Microsoft&#39;s core business, gaming is also emerging as an essential aspect of the business, poised to generate significant long-term value. Following the acquisition of video game publisher Activision Blizzard for $69 billion, Microsoft has beefed up its gaming operations by gaining access to known titles like Call of Duty.</p><p>With Activision Blizzard in play, Microsoft can now add new titles to Xbox, therefore pursuing more share in the mobile gaming space and driving more subscribers into purchasing Xbox subscriptions and Game Pass. Therefore, Activision Blizzard is already significantly impacting Xbox business revenue, having jumped by 61% in the second quarter, with 55% of the growth from the game publisher.</p><h2 id=\"id_1971505585\">AI-Driven Growth Poised to Unlock 31% Upside</h2><p>After rallying by more than 42% over the past 12 months, Microsoft stock is trading 34 times forward earnings. Given how AI accelerates growth in the core business, the company has what it takes to command a premium earnings multiple. If Microsoft were to trade at 35 times forward earnings over the next three years and generate close to $15 a share, its stock could trade at about ~$525 a share.</p><p>Additionally, Microsoft has proven its ability to return value to shareholders, which explains why it might command a high valuation in the future. For instance, in the second quarter ended December 31, 2023, the company returned $8.4 billion to shareholders, with $2.8 billion on share buybacks and $5.6 billion through dividends.</p><h2 id=\"id_961201584\">Bottom Line</h2><p>Microsoft has been among the most valuable companies for years owing to its massive empire around software, gaming, and devices. The company has also been enormously profitable in offering some of the most sought-after products and solutions leveraged by enterprises and regular customers. Having made a name as a software giant with Windows OS, the company is already strengthening its edge in cloud infrastructure and gaming.</p><p>Likewise, it is one of the companies spearheading the artificial intelligence race as it continues integrating various tools to enhance its search tool and cloud solutions. The robust revenue growth that has come into play despite the stiff competition in multiple sectors underlines the company&#39;s edge and ability to generate value. While the stock trades at 34 times forward earnings, it looks undervalued owing to its solid underlying fundamentals and massive AI opportunity. Microsoft is a solid long-term play for any investor eyeing exposure to the burgeoning AI landscape of cloud computing and gaming.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft Stands Out As A Pre-Earnings Buy</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\">\nWhy Microsoft Stands Out As A Pre-Earnings Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4685423-why-microsoft-stands-out-as-a-pre-earnings-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft Corporation surpassed Apple as the most valuable company by market cap, with a 57% increase in market value in 2023.The company is making strides in the cloud computing market, ranking ...</p>\n\n<a href=\"https://seekingalpha.com/article/4685423-why-microsoft-stands-out-as-a-pre-earnings-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4685423-why-microsoft-stands-out-as-a-pre-earnings-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2429614183","content_text":"Microsoft Corporation surpassed Apple as the most valuable company by market cap, with a 57% increase in market value in 2023.The company is making strides in the cloud computing market, ranking second behind AWS.Microsoft's investments in AI, including a $13 billion investment in OpenAI, position it to compete with Google and enhance its core business.Activision Blizzard's acquisition strengthens Microsoft's gaming empire in pursuit of market share in mobile gaming.Microsoft's upcoming Q3 earnings are projected at $60.87 billion with an EPS of $2.84, focusing on AI and cloud growth amidst challenges in the PC and Office sectors.Jean-Luc IchardInvestment ThesisMicrosoft Corporation completed an impressive 2023, achieving a 57% increase in market value, which exceeded Apple (AAPL) as the most valuable company by market cap. This significant milestone aligns well with Microsoft's long-standing influence in the computing sector. Its Windows operating system has been a cornerstone technology for decades and is now installed on nearly two-thirds of computers worldwide.The software giant has made a mark in almost all significant transitions from the dot-com era in the information technology sphere. Its dominance in computer operating systems has been the primary catalyst for expanding its influence into almost all facets of the software world around the globe. Likewise, having made a mark with Windows and other Office software, the company is also making a name for itself in the multi-billion cloud computing arena.Besides being the second most important cloud computing player in the market, it is flexing its muscles in the multibillion-dollar gaming industry with the Xbox video game system. Growth pursued on Windows, cloud infrastructure, and gaming is why the company is immensely profitable and one of the most coveted stocks in the tech space.Finally, Microsoft is entering the AI race, having pledged over $13 billion in an investment in the parent company of ChatGPT, OpenAI. With that investment, the company has a front-row seat on some of the biggest innovations around AI that are likely to incredibly shape its core business, which has been lagging Alphabet's Google for years.Moreover, its aggressive acquisition strategy has allowed Microsoft to spread and strengthen its footprint into some of the fastest-growing markets and segments. As a result, in 2023, the stock was up more than 60%, outperforming the 25% gain of the S&P 500 (SP500).Data by YChartsMicrosoft Robust Revenue GrowthSteady financial results, fuelled by the AI frenzy, have been one of the main catalysts behind Microsoft stock's impressive run over the past year. The software giant has delivered better-than-expected results, signaling growth in its key business segments.For its fiscal second quarter, which ended December 31, 2023, Microsoft delivered a 17.6% year-over-year (YoY) revenue increase of $2 billion. The increase came as the company posted a 13% increase in Productivity and Business Processes revenues at $19.2 billion, driven by Office 365 Commercial revenue growth of 17%. The segment's office consumer products and cloud service revenue also increased by 5%, while LinkedIn revenue increased by 9%.Additionally, revenue in Microsoft's Intelligent Cloud unit was up 20% YoY to $25.9 billion, attributed to a 22% increase in server products and cloud services revenue. Similarly, Azure and other cloud services revenue were up 30%.Chart showing Intelligent cloud segment revenue growth (Microsoft)Moreover, the gross margin in the Intelligent Cloud unit was up by 20% in the quarter, driven by improvements in Azure as operating expenses decreased by 8% and operating income grew by 40%.On the other hand, revenue in the Personal Computing segment, which includes Windows devices, Xbox content, and services, was up by 19% to $16.9 billion. The increase was driven mainly by a 615 rise in Xbox content and services revenue, as Windows commercial and cloud services revenue increased by 9%.Finally, gross margin in the Personal Computing segment grew by 34%, attributed to the net impact of the Activision Blizzard acquisition, as operating income also increased by 29%. Amid the robust revenue increase in the three business segments, Microsoft delivered a 33% increase in operating income, totaling $27 billion. Thus, net income increased 33% to $21.9 billion, translating to diluted earnings per share of $2.93.What To Expect in Q3Microsoft is set to report fiscal Q3 FY 2024 financial earnings post-close this Thursday, April 25th. Analysts are looking for a small step back in sales to $60.87 billion after last quarter's $62.02 billion. This, of course, would still represent a 19% YoY gain. EPS is set to rise to $2.84 from the prior quarter's $2.93, a large 27% YoY jump.seekingalpha.comKey Areas of Focus:Cloud Segment: The company's Intelligent Cloud business has been a robust growth driver. According to company guidelines, revenues from this segment are expected to rise by $26- $26.3 billion for the third quarter. Azure, Microsoft's cloud platform, would lead this surge, with CFRA analysts expecting a 29% uptick, of which six to eight percentage points will be tied to the AI channel.AI Developments: The AI section will probably be under the spotlight in the next report. Even more noteworthy will be Microsoft's strategic partnership with OpenAI and the deployment of AI technologies such as ChatGPT across its ecosystem. The analysts also expect a large contribution to the revenue profile from AI, which, according to them, can be meaningful for the market standing and growth in the next five years.Challenges: Soft segments remain devices and Office commercial products, which have declined due to reduced PC market demand. These are expected to continue underperforming, with the estimates pointing at a low double-digit revenue reduction for Q3.Microsoft AI Boost on Search and CloudThe company's better-than-expected earnings results in recent quarters reflect it's emerging as a winner in the AI race. Following its multi-billion investment in ChatGPT developer OpenAI, the company expects the revolutionary technology to be a key driver of its future growth.The integration of natural language capabilities from OpenAI early last year was the most unambiguous indication that Microsoft was ready to take on Google search through generative AI. With the integration, the company can now offer better search, more complete answers, and a new chat experience as it looks to take on Google search on user experience.By leveraging generative AI capabilities, Microsoft hopes to answer more complex questions and solve tasks in the internet search business. Additionally, Bing search allows people to write emails, create travel itineraries, and easily create quizzes through the search engine interface.Microsoft has also made it easy for people to look for information like sports scores and stock process recipes on the search engine homepage. Feeling threatened, Google responded by launching its chatbot, Bard, and integrating it into the race to enhance its Google search tool further.With AI poised to change how people search for information online, Microsoft has a chance to take on Google, which has dominated the search business for years with a market share of more than 90%. In addition to strengthening Microsoft's edge in the search business, AI is also strengthening the company's cloud computing solutions. Thanks to this technology, Azure can now handle all sorts of cloud computing duties with one version of the software built for AI applications.The company has been adding graphics processing units to its data centers, allowing clients to run all AI models on Azure. Thanks to the integrations, Microsoft now has 53,000 Azure AI clients. One reason cloud infrastructure accounts for 29% of the company's total revenue is the growing number of AI clients.Microsoft registered a 33% increase in cloud services revenue in its fiscal second quarter, primarily due to AI-enhanced Azure, enabling businesses to harness big data's power. Tools like Azure Machine Learning and Azure Cognitive Services allow organizations to analyze vast amounts of data quickly.Similarly, AI Azure capabilities enable organizations to automate repetitive tasks, streamline workflows, and optimize resource utilization. The tools are also being used to create enterprise-specific AI chat applications, attracting interest from big clients such as Heineken, printer maker Lexmark, and AT&T.While Amazon's (AMZN) AWS remains the most dominant cloud provider, Microsoft is slowly closing the gap thanks to its artificial intelligence capabilities. While the company does not disclose revenue figures for its cloud infrastructure, analysts believe they are about three-quarters the size of Amazon from half five years ago.Finally, in the most recent earnings call, CFO Amy Hood reiterated that 6% of revenue growth in the Azure and cloud services division came from AI. This means that revenue in Azure increased by 30% in the quarter, compared to 13% for AWS. Microsoft remains the second-largest player in the multi-billion cloud computing market, with a 24% market share, behind AWS, which has a 31% market share.Chart showing cloud infrastructure market share (Statista)Microsoft Burgeoning Gaming OpportunityWhile the focus has been on AI and its impact on Microsoft's core business, gaming is also emerging as an essential aspect of the business, poised to generate significant long-term value. Following the acquisition of video game publisher Activision Blizzard for $69 billion, Microsoft has beefed up its gaming operations by gaining access to known titles like Call of Duty.With Activision Blizzard in play, Microsoft can now add new titles to Xbox, therefore pursuing more share in the mobile gaming space and driving more subscribers into purchasing Xbox subscriptions and Game Pass. Therefore, Activision Blizzard is already significantly impacting Xbox business revenue, having jumped by 61% in the second quarter, with 55% of the growth from the game publisher.AI-Driven Growth Poised to Unlock 31% UpsideAfter rallying by more than 42% over the past 12 months, Microsoft stock is trading 34 times forward earnings. Given how AI accelerates growth in the core business, the company has what it takes to command a premium earnings multiple. If Microsoft were to trade at 35 times forward earnings over the next three years and generate close to $15 a share, its stock could trade at about ~$525 a share.Additionally, Microsoft has proven its ability to return value to shareholders, which explains why it might command a high valuation in the future. For instance, in the second quarter ended December 31, 2023, the company returned $8.4 billion to shareholders, with $2.8 billion on share buybacks and $5.6 billion through dividends.Bottom LineMicrosoft has been among the most valuable companies for years owing to its massive empire around software, gaming, and devices. The company has also been enormously profitable in offering some of the most sought-after products and solutions leveraged by enterprises and regular customers. Having made a name as a software giant with Windows OS, the company is already strengthening its edge in cloud infrastructure and gaming.Likewise, it is one of the companies spearheading the artificial intelligence race as it continues integrating various tools to enhance its search tool and cloud solutions. The robust revenue growth that has come into play despite the stiff competition in multiple sectors underlines the company's edge and ability to generate value. While the stock trades at 34 times forward earnings, it looks undervalued owing to its solid underlying fundamentals and massive AI opportunity. Microsoft is a solid long-term play for any investor eyeing exposure to the burgeoning AI landscape of cloud computing and gaming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298722075078688,"gmtCreate":1713939034806,"gmtModify":1713939038161,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298722075078688","repostId":"2429614183","repostType":2,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126854835,"gmtCreate":1624552628427,"gmtModify":1703840301733,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a>&nbsp;bad idea to get in now. Wait for &lt;44","listText":"<a href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a>&nbsp;bad idea to get in now. Wait for &lt;44","text":"$Confluent, Inc.(CFLT)$ bad idea to get in now. Wait for <44","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126854835","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126863453,"gmtCreate":1624551430872,"gmtModify":1703840266922,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"Sounds good","listText":"Sounds good","text":"Sounds good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126863453","repostId":"1162964404","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126887520,"gmtCreate":1624551327860,"gmtModify":1703840262999,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;get in","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>&nbsp;get in","text":"$NVIDIA Corp(NVDA)$ get in","images":[{"img":"https://static.tigerbbs.com/6032c84e430873f3ef4e15cc66f2b78c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126887520","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126884118,"gmtCreate":1624551255434,"gmtModify":1703840261200,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126884118","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","kind":"news","pubTimestamp":1624533829,"share":"https://ttm.financial/m/news/1198422658?lang=&edition=fundamental","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","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>Is Amazon Stock A Better Buy Than Apple Through 2025?</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\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">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","AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126885570,"gmtCreate":1624551235790,"gmtModify":1703840260553,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126885570","repostId":"2145704596","repostType":4,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126882254,"gmtCreate":1624551206678,"gmtModify":1703840258921,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126882254","repostId":"2145704596","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126812673,"gmtCreate":1624550831892,"gmtModify":1703840245378,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a>&nbsp;what time does confluent start trading?&nbsp;","listText":"<a href=\"https://laohu8.com/S/CFLT\">$Confluent, Inc.(CFLT)$</a>&nbsp;what time does confluent start trading?&nbsp;","text":"$Confluent, Inc.(CFLT)$ what time does confluent start trading?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/126812673","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121834426,"gmtCreate":1624458306765,"gmtModify":1703837398354,"author":{"id":"3575790344994816","authorId":"3575790344994816","name":"SJAllan","avatar":"https://static.tigerbbs.com/2e455aa6d2f19d5ec1dbaa8b08b3ab82","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575790344994816","authorIdStr":"3575790344994816"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121834426","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","kind":"news","pubTimestamp":1624433586,"share":"https://ttm.financial/m/news/1145825451?lang=&edition=fundamental","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about&nbsp;<b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</p>","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>Why I Believe NIO Will Beat Out Tesla</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\">\nWhy I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}