Profile - To The Moon

Reddragon

Posts · 19Posts · 19
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- ReddragonReddragon
  ·2024-02-12
  Happy chinese new year
  3.79K Comment
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- ReddragonReddragon
  ·2024-02-08
  Happy chinese new year! 🎉🧧
  3.85K Comment
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- ReddragonReddragon
  ·2023-04-10
  Really?
  Musk to Visit China This Weekend With Possible Tesla Plant Stop
  Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai
  Musk to Visit China This Weekend With Possible Tesla Plant Stop
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- ReddragonReddragon
  ·2023-03-02
  Ok
  Tesla Investor Day Falls Flat
  SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at
  Tesla Investor Day Falls Flat
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- ReddragonReddragon
  ·2023-03-01
  Ok
  Sorry, this post has been deleted
  4.44K Comment
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- ReddragonReddragon
  ·2023-03-01
  Ok
  Sorry, this post has been deleted
  4.35K Comment
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- ReddragonReddragon
  ·2023-03-01
  Ok
  Sorry, this post has been deleted
  3.77K Comment
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- ReddragonReddragon
  ·2023-02-28
  Will he sell shares again?
  Sorry, this post has been deleted
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- ReddragonReddragon
  ·2023-02-07
  Ok
  Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs
  Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3
  Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs
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- ReddragonReddragon
  ·2023-02-07
  Ok
  Disney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet
  Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the
  Disney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet
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chinese new year","listText":"Happy chinese new year","text":"Happy chinese new year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273197523165480","isVote":1,"tweetType":1,"viewCount":3791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271760770945288,"gmtCreate":1707385639025,"gmtModify":1707392112446,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576649215225776","idStr":"3576649215225776"},"themes":[],"title":"","htmlText":"Happy chinese new year! 🎉🧧","listText":"Happy chinese new year! 🎉🧧","text":"Happy chinese new year! 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17:06","market":"us","language":"en","title":"Musk to Visit China This Weekend With Possible Tesla Plant Stop","url":"https://stock-news.laohu8.com/highlight/detail?id=1169219759","media":"Bloomberg","summary":"Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai ","content":"<div>\n<p>Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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}\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk to Visit China This Weekend With Possible Tesla Plant Stop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2023-04-08/musk-to-visit-china-this-weekend-with-possible-tesla-plant-stop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169219759","content_text":"Elon Musk will be in China for a visit from Saturday, with a possible stop at Tesla Inc.’s Shanghai factory, according to people familiar with the plans.The billionaire’s schedule is expected to include a meeting with local Shanghai authorities, the people said, declining to be identified because the trip hasn’t been disclosed publicly. The plans are fluid and may still change, they said.Tesla did not respond to a request for comment on Musk’s visit outside of regular business hours.Musk is traveling with Tom Zhu, who was named Tesla’s senior vice president of automotive this month.Zhu joined in 2014 and led the construction and operations of Tesla’s factory in Shanghai, living in the facility during Covid-related lockdowns. He is one of just four named executive officers along with Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, senior vice president of Powertrain and Energy Engineering.After the US, China is Tesla’s largest market, accounting for 22.3% of revenue in 2022. The company increased shipments from its Shanghai plant in March.In October, the electric-vehicle maker — a major player in hyper-competitive China — cut prices on models produced at its enormous factory on the outskirts of Shanghai. Matters escalated in January, with another discount that left Tesla’s locally made cars as much as 14% cheaper than last year, and in some cases almost 50% less expensive than in the US and Europe.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940140113,"gmtCreate":1677768512233,"gmtModify":1677768515973,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576649215225776","idStr":"3576649215225776"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940140113","repostId":"1152493387","repostType":4,"repost":{"id":"1152493387","kind":"news","pubTimestamp":1677771047,"share":"https://ttm.financial/m/news/1152493387?lang=en_US&edition=fundamental","pubTime":"2023-03-02 23:30","market":"us","language":"en","title":"Tesla Investor Day Falls Flat","url":"https://stock-news.laohu8.com/highlight/detail?id=1152493387","media":"Seeking Alpha","summary":"SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at","content":"<div>\n<p>SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat\">Source Link</a>\n\n</div>\n","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>Tesla Investor Day Falls Flat</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 Investor Day Falls Flat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4583634-tesla-investor-day-falls-flat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152493387","content_text":"SummaryTesla announces new gigafactory will be located in Mexico.No $25,000 vehicle was shown off at this event.On Wednesday, Tesla (NASDAQ: TSLA) held its highly anticipated Investor Day. Since the event was announced a few months ago, everyone has been waiting to hear about the company's next generation vehicle platform, as well as other items that will be key for shareholders going forward. Unfortunately, the event turned out to be more hype than anything else, and thus for TSLA stock, it was another \"buy the rumor, sell the news\" event.Perhaps the biggest piece of news was that Tesla is indeed going to build another gigafactory, this time in Mexico. There have been rumors of this location for several weeks now, as local politicians have talked about it coming and various meetings with Tesla CEO Elon Musk have been reported. There was no timeline provided for this project, but this factory will be used for the next generation vehicle platform. It will be built just outside Monterrey in Nuevo León, with Tesla's official rendering seen below.Tesla Gigafactory Mexico(Investor Day Presentation)As was expected, Tesla's future plan is about the transitioning the world to sustainable energy. This came with a large math lesson, which can be seen here if you need to know the exact details. However, the keys involve powering the grid with renewable energy sources, increasing the number of electric vehicles in use, and reducing the extraction of minerals. On the EV side, Tesla believes its next generation vehicle can be produced for 50% less, which then will allow it to become more affordable. Part of the reduction in cost is making the production process much simpler. That reduces the time it will take to build the vehicle, which then can allow for higher production over time.Investors and consumers had high hopes that Tesla would unveil its $25,000 vehicle at this week's event. This is a vehicle that Musk has teased for several years now, but it was not shown off here. Management said that this next generation platform will get a proper reveal in the future, but again, there was no timeline provided for when that will be. This more affordable vehicle is expected to be a key part of Tesla's battle in China against many local brands, so for now the company will be limited to the Model 3 and Y there.In an article I had published recently, I discussed how previous statements around full self-driving (\"FSD\") capabilities and robo-taxis could lead to significant liabilities for Tesla down the road. There were hopes that more concrete information would be delivered Wednesday about the robo-taxi platform and service, but we didn't get a lot of details outside of how FSD and Autopilot have improved over the years. There also wasn't a major discussion about FSD Hardware version 4 or whether or not it is in cars yet, so perhaps an official announcement about that will come in the coming weeks or months.Tesla did use the event to show off its latest Cybertruck prototype and focused on some of its key features. Management reiterated that production will start this year, which will be about three years late. However, there was some disappointment that no official timeline was given, and Tesla didn't update on the price of the vehicle. Mass production won't occur until 2024 at the earliest, so investors shouldn't be banking on a major contribution to overall results in the next couple of quarters.One of the biggest disappointments for shareholders in the near term was the financial discussion. Tesla CFO Zach Kirkhorn discussed how the company's working capital needs to bounce around throughout the quarter, and what the cost of this sustainable energy future will cost. As a result, there was no official announcement of a share repurchase plan that would at least offset some of the dilution investors are facing over time. This has been a key part of the bull case in recent months, with some major Tesla fans and investors pushing the company to put its large cash pile to use. For now, however, the plan is to build the business, and then return capital afterwards.I have listened to many of Tesla's presentations and quarterly earnings calls, and this one was perhaps the most painful. The main presentation featured at least 10 key parts and was over two and a half hours long, and I counted at least 17 different executives that spoke. There was a lot of discussion about things that have already happened in Tesla, much of which I don't think needed to be regurgitated. For example, we didn't need to hear for a few minutes how a Tesla produces less emissions than a Toyota Corolla. The average investor doesn't need to know every single detail about how Tesla reacted to some event from several years ago or every last technical specification about certain vehicle components.I mentioned that this event was another example of buy the rumor, sell the news. Tesla shares had more than doubled from their early 2023 lows, partially on the hopes for this week's event. Unfortunately, the lack of critical details on many fronts left investors with a sour taste. As the chart below shows, selling in the after-hours session started almost immediately once the event started, ended with a loss of 5.66% or nearly $11.50 a share.Tesla March 1st Trading (CNBC)In the end, Tesla's Investor Day was more fluff than anything else. The company is certainly making progress on some of its goals, but investors wanted to hear more specific details about upcoming products, a potential buyback, etc. The presentation was just too long and wordy for the average investor, which may have fueled some of the selling in the after-hours session. Given the lack of key details, it wouldn't surprise me if there's more selling in the near term until Tesla opens things up a bit.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":5359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310201,"gmtCreate":1677685948904,"gmtModify":1677685951491,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576649215225776","idStr":"3576649215225776"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310201","repostId":"2316130296","repostType":4,"isVote":1,"tweetType":1,"viewCount":4443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310629,"gmtCreate":1677685920362,"gmtModify":1677685923745,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576649215225776","idStr":"3576649215225776"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310629","repostId":"2316069863","repostType":4,"isVote":1,"tweetType":1,"viewCount":4349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940310831,"gmtCreate":1677685884823,"gmtModify":1677685888559,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576649215225776","idStr":"3576649215225776"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940310831","repostId":"1188469018","repostType":4,"isVote":1,"tweetType":1,"viewCount":3768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957719327,"gmtCreate":1677547267170,"gmtModify":1677547271010,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576649215225776","idStr":"3576649215225776"},"themes":[],"title":"","htmlText":"Will he sell shares again?&nbsp;","listText":"Will he sell shares again?&nbsp;","text":"Will he sell shares again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957719327","repostId":"2314592524","repostType":4,"isVote":1,"tweetType":1,"viewCount":3996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955766396,"gmtCreate":1675773562116,"gmtModify":1675773566131,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576649215225776","idStr":"3576649215225776"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955766396","repostId":"2309327810","repostType":4,"repost":{"id":"2309327810","kind":"highlight","pubTimestamp":1675769489,"share":"https://ttm.financial/m/news/2309327810?lang=en_US&edition=fundamental","pubTime":"2023-02-07 19:31","market":"us","language":"en","title":"Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs","url":"https://stock-news.laohu8.com/highlight/detail?id=2309327810","media":"Seekingalpha","summary":"Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3","content":"<div>\n<p>Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs\">Source Link</a>\n\n</div>\n","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>Meta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs</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\">\nMeta Platforms: Faces A Dilemma Between Year Of Efficiency And Reality Labs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 19:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4575754-meta-platforms-4q-2022-earnings-dilemma-between-year-of-efficiency-reality-labs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309327810","content_text":"Meta (NASDAQ:META) reported its Q4-22 earnings with $1.76 EPS (including restructuring charges of $3.76B and $440MM for Family of Apps and Reality Labs respectively), and $32.17B in revenue beating street's revenue expectations.META soared from $153 to $189 (+24%) with 150MM trading volume. This is in contrast to 232MM selloff post Q3-22 earnings resulting in -29% stock price drop due to EPS miss ($1.64 vs $1.89 expected).During Q4-22 earnings call, the company did a great job 'selling' their product strategies on WhatsApp, Reels, and AI, as well as plans on improving cost efficiencies with infrastructure and organizations. Except the mass layoff in Q4, I have seen limited evidence supporting the doubled stock price within three months. The market clearly just reacted to Meta's quarterly results. In my previous articles (Meta: Ads Business Growth At Risk; Meta Bets On WhatsApp To Replicate WeChat Success; Meta's Ads Risk With ARPU And CPM) I mainly discussed Meta's risk with advertising. Today I want to share a few more thoughts around their Q4-22 earning discussions.Capital IQMeta faces a dilemma between committing to Year of Efficiency and increasing investment in Reality LabsThe company stated that 2023 would be the \"year of efficiency\" with mass layoff and restructuring as the starting point in Q4-22, and efficiency efforts will continue for Infrastructure, Org structure, and AI tooling. Specifically ROI of AI investments will be measured to inform their future spending. The company also made it clear that Reality Labs losses would continue to increase in 2023 from an already very pricey endeavor with $13.7B loss in 2022.There are several problems between committing to efficiency and increasing investment in reality labs.First, driving efficiency normally comes with costs of slowing down growth. If Meta indeed is going to fulfill their commitment in cost optimization, it means growth of some businesses will more or less be affected. Since Metaverse is still their long-term bet, in order to deliver on their vision, infrastructure would be critical to support the development. Although the company wanted to measure ROI of AI investments, guess how hard it would be to measure the return for this multi-year journey?Second, comparing with Cloud leaders on the market, anecdotally Meta is pretty new in infrastructure capacity planning and CapEx optimization. I can think of various things that might limit Meta from moving fast. The foundational work of metering infrastructure usage by workload, the operational excellence in right-sizing data center footprints, and the trial and error required to understand tradeoffs between utilization and performance by workload. Just to name a few.All in all, I am positive that a flatter organization would allow Meta to move faster, more thoughtful hiring plans will help keep HC costs under control. But infrastructure efficiency will be a tough dilemma Meta has to face, and eventually Meta will have to determine the ranked priority between Reality Labs investment and efficiency commitment.CompanyCompanyCompanyReels likely won't take off until early 2024Reels, a short-form video product, is what Meta competes with TikTok. Unfortunately, the company seems lacking conviction in moving fast. As stated in Q4-22 earnings call, Reels monetization efficient is much less than feed, and revenue neutral will only be achieved by the end of this year or early 2024.\"We are not quantifying the gap in monetization efficiency between Reels and other services. We know it took us several years to bring the gap close between Stories and Feed Ads. And we expect that this will take longer for Reels\".Note that by the end of 2023, TikTok is estimated to reach $18B in ad revenue. This is one of the tradeoffs when Meta leads the construction of future's metaverse.CompanyCompanyFinally, although MAUs hit new highs, it worries me a little that Ads in North America has been trending flat. Growth in APAC and ROW means lower ARPU, lower CPM to offset higher volume of impressions. One of the potential reasons could be that advertisers started rationalizing their budget allocation and shifted towards Retail Media Networks and Short-form Video Ads. See my previous article, Walmart: Doubling Down In Retail Media Network.ConclusionI overall remain neutral for META stock. On the positive side, Meta repurchased $28B worth shares in 2022, and announced $40B share buyback in 2023. Meta also started talking about Ads monetization for WhatsApp. Getting fit is also a critical path for tech giants to regain growth momentum. On the flip side, I am skeptical how much efficiency improvement will materialize, and also feel slightly disappointed about the ramping plan for Reels in 2023.","news_type":1,"symbols_score_info":{"META":0.9}},"isVote":1,"tweetType":1,"viewCount":3646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955766091,"gmtCreate":1675773516514,"gmtModify":1675773520224,"author":{"id":"3576649215225776","authorId":"3576649215225776","name":"Reddragon","avatar":"https://community-static.tradeup.com/news/29a2bb4a1d16b0dd4ca6c8245dbf2e7c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576649215225776","idStr":"3576649215225776"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955766091","repostId":"1189895713","repostType":4,"repost":{"id":"1189895713","kind":"news","pubTimestamp":1675770475,"share":"https://ttm.financial/m/news/1189895713?lang=en_US&edition=fundamental","pubTime":"2023-02-07 19:47","market":"us","language":"en","title":"Disney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet","url":"https://stock-news.laohu8.com/highlight/detail?id=1189895713","media":"Benzinga","summary":"Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the ","content":"<div>\n<p>Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.The board urged ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nDisney Urges Shareholders To Veto Activist Investor Nelson Peltz's Board Seat Proposal At April 3 Annual Meet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-07 19:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.The board urged ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/23/02/30755358/disney-urges-shareholders-to-veto-activist-investor-nelson-peltzs-board-seat-proposal-at-april-3-ann","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189895713","content_text":"Walt Disney Co proposed to discuss activist investor Nelson Peltz's bid seeking a board seat on the media and entertainment conglomerate at its annual shareholder meeting on April 3.The board urged shareholders to vote against a proposal of Peltz's Trian Group that would reverse recent board changes to bylaws and against a shareholder proposal requesting a report on the company's reliance on China operations, Reuters reports.In February, Trian wrote to Walt Disney shareholders to replace board director Michael Froman for his lack of understanding of Disney's businesses and inability to contribute to a rapidly shifting media ecosystem.Peltz has served on 11 public company boards, including at Procter & Gamble Co. He has said these companies, on average, outperformed the broader stock market index during his time as a director on their boards.In January, Disney named a new independent chairman Mark Parker and opposed Peltz's attempt to join the board. Parker has been a member of Disney's board since 2016.\"While senior leadership of The Walt Disney Company and its Board of Directors have engaged with Mr. Peltz numerous times over the last few months, the Board does not endorse the Trian Group nominee, and recommends that shareholders not support its nominee,\" Disney said.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}