Profile - To The Moon

teegem63

Posts · 13Posts · 13
Following · 0Following · 0
Followers · 0Followers · 0

- teegem63teegem63
  ·09-22
  Looks great n surperb!
  Sorry, this post has been deleted
  19 Comment
  Like
  Share
  Report
- teegem63teegem63
  ·09-14
  Wow good reading. The magic is 0.5. Or 0.25?
  Sorry, this post has been deleted
  39 Comment
  Like
  Share
  Report
- teegem63teegem63
  ·09-14
  Well researched n easy to understand. Great
  Apple: The Pre-Order Data Will Tell Us The Truth Soon
  The company reported revenue of $85.8 billion for Q3 FY2024, which not only marked a 5% YoY increase, but it was enough to exceed the consensus forecast of $84.4 billion. This was particularly noteworthy given that the whole growth occurred during Apple's seasonally weakest quarter. Thanks to its operating leverage, AAPL was able to deliver GAAP earnings per share of $1.4, up 11% YoY, also beating the consensus estimate of $1.34 . The double-beat results and no significant negative guidance chan
  Apple: The Pre-Order Data Will Tell Us The Truth Soon
  184 Comment
  1
  Share
  Report
- teegem63teegem63
  ·06-15
  If he can steer the company forward then ok for his compensation package.
  Dan Ives Calls It A "Monumental Day" For Tesla, Predicts Trillion Dollar Market Cap
  After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.Wh
  Dan Ives Calls It A "Monumental Day" For Tesla, Predicts Trillion Dollar Market Cap
  194 Comment
  1
  Share
  Report
- teegem63teegem63
  ·06-15
  Wow likely'all three!
  Sorry, this post has been deleted
  140 Comment
  Like
  Share
  Report
- teegem63teegem63
  ·03-14
  Sounds good!
  Nvidia’s Dip Buying Guide: 3 Reasons to Scoop Up NVDA Stock on Any Weakness
  Nvidia's shares may be entering sell-off territory, but investors are better off buying the dip on NVDA stock.
  Nvidia’s Dip Buying Guide: 3 Reasons to Scoop Up NVDA Stock on Any Weakness
  165 Comment
  Like
  Share
  Report
- teegem63teegem63
  ·01-04
  Seems it's just standard message
  Top Calls on Wall Street: Tesla, Apple, Nvidia, SoFi, Li Auto, VinFast and More
  Here are Wednesday’s biggest calls on Wall Street:Goldman Sachs reiterates Tesla as neutralGoldman raised its price target on the stock to $255 per share from $235 and said it’s sticking with its equa
  Top Calls on Wall Street: Tesla, Apple, Nvidia, SoFi, Li Auto, VinFast and More
  341 Comment
  2
  Share
  Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4100655058123160","uuid":"4100655058123160","gmtCreate":1637551990623,"gmtModify":1637557648370,"name":"teegem63","pinyin":"teegem63","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":2,"tweetSize":13,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.02.23","exceedPercentage":"60.93%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":351928486813736,"gmtCreate":1726958707230,"gmtModify":1726958711139,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"htmlText":"Looks great n surperb!&nbsp;","listText":"Looks great n surperb!&nbsp;","text":"Looks great n surperb!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351928486813736","repostId":"1136457088","repostType":2,"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349120447058160,"gmtCreate":1726264741627,"gmtModify":1726264747511,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"htmlText":"Wow good reading. The magic is 0.5. Or 0.25?","listText":"Wow good reading. The magic is 0.5. Or 0.25?","text":"Wow good reading. The magic is 0.5. Or 0.25?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349120447058160","repostId":"2467978512","repostType":4,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349119880151288,"gmtCreate":1726264607644,"gmtModify":1726264613072,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"htmlText":"Well researched n easy to understand. Great","listText":"Well researched n easy to understand. Great","text":"Well researched n easy to understand. Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349119880151288","repostId":"1100569585","repostType":4,"repost":{"id":"1100569585","pubTimestamp":1726200000,"share":"https://ttm.financial/m/news/1100569585?lang=&edition=fundamental","pubTime":"2024-09-13 12:00","market":"us","language":"en","title":"Apple: The Pre-Order Data Will Tell Us The Truth Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1100569585","media":"Seeking Alpha","summary":"The company reported revenue of $85.8 billion for Q3 FY2024, which not only marked a 5% YoY increase, but it was enough to exceed the consensus forecast of $84.4 billion. This was particularly noteworthy given that the whole growth occurred during Apple's seasonally weakest quarter. Thanks to its operating leverage, AAPL was able to deliver GAAP earnings per share of $1.4, up 11% YoY, also beating the consensus estimate of $1.34 . The double-beat results and no significant negative guidance chan","content":"<html><head></head><body><h2 id=\"id_2067996948\">Summary</h2><ul style=\"\"><li><p>The iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that&#39;s true.</p></li><li><p>Apple&#39;s Q3 revenue of $85.8 billion and GAAP EPS of $1.4 beat consensus estimates, driven by geographic expansion and record services revenue.</p></li><li><p>New Apple Intelligence features could drive future iPhone upgrades, but declining mobile carrier upgrade rates pose a long-term risk.</p></li><li><p>My DCF valuation suggests AAPL is fairly valued at best, preventing a &#34;Sell&#34; rating but not justifying a &#34;Buy&#34; rating.</p></li><li><p>We will have to wait for the pre-order data (lead time) to tell to what extent AI will be a game-changer for AAPL.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/44d43b780fc874fa58434f7e1e8615a0\" alt=\"Nikada/iStock Unreleased via Getty Images\" title=\"Nikada/iStock Unreleased via Getty Images\" tg-width=\"750\" tg-height=\"482\"/><span>Nikada/iStock Unreleased via Getty Images</span></p><h2 id=\"id_958347437\">Intro &amp; Thesis</h2><p>I initiated coverage of <strong>Apple Inc.</strong> (NASDAQ:AAPL) (NEOE:AAPL:CA) stock in December 2021 and gave the stock a &#39;Hold&#39; rating, pointing to the strength of the brand but also a fairly generous valuation at the time. A few articles later, on April 10, 2023, I downgraded AAPL stock to &#34;Sell&#34;, and since then, I kept my rating unchanged. Unfortunately, pricey stocks may stay pricey way longer than we can predict, so despite the stagnation of the business, AAPL stock beat the S&amp;P 500 Index (SPX) (SP500) by 317 b.p. (36.91% vs. 33.74%) since I downgraded it.</p><p>In my latest bearish call, I noted that AAPL stock abruptly broke its medium-term sideways consolidation channel after investors and analysts cheered the company&#39;s AI-centric plans unveiled at the WWDC developer conference on Monday. Since then, the AAPL stock price has been in a short-term consolidation, and even the recently introduced 16th generation of iPhones has not had a significant impact on the stock&#39;s performance.</p><p>Today, I&#39;ve decided to upgrade my rating to &#34;Hold&#34; and no longer try to fight the irrationality that has appeared in AAPL&#39;s price action in recent months and even years. I still think Apple is a highly overvalued stock, but I definitely like the introduction of Apple Intelligence.</p><h2 id=\"id_2528654249\">Why Do I Think So?</h2><p>The company reported revenue of $85.8 billion for Q3 FY2024, which not only marked a 5% YoY increase, but it was enough to exceed the consensus forecast of $84.4 billion. This was particularly noteworthy given that the whole growth occurred during Apple&#39;s seasonally weakest quarter. Thanks to its operating leverage, AAPL was able to deliver GAAP earnings per share of $1.4, up 11% YoY, also beating the consensus estimate of $1.34 (although there was a sequential decline of around $0.13). The double-beat results and no significant negative guidance changes led to Q4 earnings revisions en masse:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/08d593c02e7141ef48a231b4af7b133a\" alt=\"Seeking Alpha, AAPL, notes added\" title=\"Seeking Alpha, AAPL, notes added\" tg-width=\"640\" tg-height=\"122\"/><span>Seeking Alpha, AAPL, notes added</span></p><p>I think what we saw in Q3 again was that Apple&#39;s geographic expansion strategy is indeed proving effective, as evidenced by record revenues in over two dozen countries, including major end-markets like Canada, Mexico, Germany, and the U.K., as well as growth economies such as Indonesia, the Philippines, and Thailand. It was these markets that helped offset the decline in sales in China (-7% YoY), which was anticipated due to &#34;economic and competitive pressures.&#34; Apple&#39;s sales went up in the Americas region (a 7% YoY increase), and in Europe (an 8% YoY rise), so the firm kept capitalizing on diverse market opportunities. The company&#39;s services segment, which achieved an all-time record revenue of ~$24.2 billion, up 14% YoY, further diversifying away from the hardware cyclicality dependence, which is, of course, good news for investors.</p><p>Despite a slight decline in market share to 15.8% from 16.6% a year earlier, Apple continues to lead in smartphone revenue and profit share globally. The iPhone generated $39.3 billion in revenue, accounting for 46% of total sales, with a slight YoY decline of &lt;1%. Additionally, the growth in Mac sales, with revenue of $7.00 billion (+3% YoY), and iPad sales (+24% YoY growth to $7.2 billion), indicates Apple&#39;s strength in the computing segment, in my opinion.</p><p>However, financials for Q3 are a thing of the past. In any case, they quickly faded into the background as Apple held its annual presentation of new products, where the main focus was, as always, on the iPhones.</p><p>While there were no major surprises, the event provided important details about the rollout of Apple Intelligence, iPhone pricing, and the new Visual Intelligence feature. The announcement that Apple plans to introduce Apple Intelligence to ~40% of the iPhone installed base by the end of this year, and &gt;70% by the end of next year, aligns with the initial market&#39;s expectations and suggests a slightly accelerated rollout, Morgan Stanley analysts noted in their recent research report (proprietary source, September 2024). They add that the &#34;70% installed base&#34; could potentially drive upgrades sooner than anticipated, as consumers may choose to &#34;future-proof&#34; their devices in anticipation of these new features.</p><p>The iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that&#39;s true. The Apple Intelligence suite of tools should focus on 4 use cases:</p><ul style=\"\"><li><p>expressions (new writing tools, emojis);</p></li><li><p>re-living memories (enhancing photo capture and editing);</p></li><li><p>prioritization and focus (email/notification summaries), and</p></li><li><p>command/control (an updated Siri, better natural language context, new settings and feature knowledge, new personal context).</p></li></ul><p>In a survey by US AlphaWise Survey (part of Morgan Stanley, proprietary source), ~60% of iPhone owners planning to upgrade in the next 12 months said Apple Intelligence was important to their decision. The analysts conclude that this &#34;illustrates the importance of Apple Intelligence to the iPhone 16 upgrade,&#34; but I think those who were planning to upgrade their iPhone would have done so anyway, with or without Apple Intelligence features.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eee47f0096e90314c45182d1d5717c44\" alt=\"US AlphaWise Survey (part of Morgan Stanley, proprietary source)\" title=\"US AlphaWise Survey (part of Morgan Stanley, proprietary source)\" tg-width=\"640\" tg-height=\"508\"/><span>US AlphaWise Survey (part of Morgan Stanley, proprietary source)</span></p><p>I believe what really matters now for the market&#39;s further reaction to the iPhone 16 is the early pre-order data and the subsequent rollout of Apple Intelligence.</p><p>Although the company may currently lag behind peers like Alphabet (GOOG), Microsoft (MSFT), and Meta (META) in AI development, its focus on privacy and on-device processing could become a significant differentiator in the long term, Argus Research analysts noted in their August report (proprietary source, August 2024). From a technological innovation perspective, I have a few questions about Apple Intelligence&#39;s new features, but I&#39;m concerned about the long-term trend of declining mobile carrier upgrade rates (postpaid upgrade rates) that we have been seeing for several years now.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1613bf1b8234cfa96a4236c0876b0a58\" alt=\"Goldman Sachs [data shared on X]\" title=\"Goldman Sachs [data shared on X]\" tg-width=\"640\" tg-height=\"356\"/><span>Goldman Sachs [data shared on X]</span></p><p>This data tells me that people are keeping their devices longer: either for economic reasons, satisfaction with current technology, or lack of compelling new features in the latest models, but the trend itself is not healthy for Apple. The chart above suggests that Apple&#39;s seasonal sales figures should improve soon, but it&#39;s by no means clear that Apple Intelligence will be a sufficient argument for consumers to rush to upgrade their devices. We&#39;re going to see soon.</p><p>Now, a few words about Apple&#39;s valuation. The company&#39;s capital return strategy, including a large share buyback authorization of $110 billion and a systematic dividend increase (recently by 4% to $0.25 per share), is helping to create shareholder value and a valuation premium. In my opinion, however, the multiple expansion has gone too far.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8fc6e089898ebe6a0e30894f060ef50\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>We don&#39;t know exactly what P/E multiple is appropriate for AAPL, but the company has been generating positive cash flow for many years, so we can try to value it using DCF. I know that many are skeptical about the DCF method, but in my opinion, no better method has been invented yet.</p><p>I will deliberately take the consensus proposed today as a basis, even if I consider the forecast EPS growth rate of almost 25% in FY2026 to be too optimistic - and this forecast is based on only one opinion, according to Seeking Alpha Premium data.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e83c4f538554f7d66d7aefd4f9d51a6\" alt=\"Seeking Alpha Premium data, notes added\" title=\"Seeking Alpha Premium data, notes added\" tg-width=\"640\" tg-height=\"270\"/><span>Seeking Alpha Premium data, notes added</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7aa2da99345ddaabac27addf19ac7030\" alt=\"Seeking Alpha Premium data, notes added\" title=\"Seeking Alpha Premium data, notes added\" tg-width=\"640\" tg-height=\"248\"/><span>Seeking Alpha Premium data, notes added</span></p><p>Be that as it may, I added a generous premium to each forecast year sales figure and left the forecast EBIT margin above 32% for the period 2026-2028. I also left other driving assumptions on their default mode, which reflects long-term averages. Here&#39;s what I get for my operations model:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06ad3c2e1f9d4ba9c93d1f8bfeebfcea\" alt=\"FinChat, author&#39;s notes\" title=\"FinChat, author&#39;s notes\" tg-width=\"640\" tg-height=\"228\"/><span>FinChat, author&#39;s notes</span></p><p>Assuming a cost of debt of 4% (with a risk-free rate of 3.5%, so the spread is minimal in this case), I also assume an MRP of 5%, as I normally do when valuing any business. As a result, I get a WACC of 9.5%, which seems to me to be an appropriate discount rate under today&#39;s conditions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a98ca348f2092a6cb1250b91d9c7e8ab\" alt=\"FinChat, author&#39;s notes\" title=\"FinChat, author&#39;s notes\" tg-width=\"640\" tg-height=\"164\"/><span>FinChat, author&#39;s notes</span></p><p>AAPL is currently trading at an EV/FCF of about 32.45x, which is more than 65% above its 10-year average. I expect this multiple to fall to 30x at least by the end of FY2028, kind of mean-reverting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c9316f85f29614ddfe87690200ec56bb\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"424\"/><span>Data by YCharts</span></p><p>Taking all these factors into account, I arrive at a fair value of AAPL stock, which limits its intrinsic growth potential in light of all my optimistic assumptions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff0d780eb171ebe1b464f83f29c9cb94\" alt=\"FinChat, author&#39;s notes\" title=\"FinChat, author&#39;s notes\" tg-width=\"640\" tg-height=\"146\"/><span>FinChat, author&#39;s notes</span></p><h2 id=\"id_3507332348\">The Verdict</h2><p>As Morningstar analyst William Kerwin recently noted (proprietary source), Apple is a differentiated consumer technology provider with tight integration between its hardware and software driving a wide economic moat. Indeed, I can&#39;t argue with this statement. I like how management has adeptly addressed weaknesses in certain regions, such as China, by leveraging strengths in other regions, like the Americas and Europe. Additionally, the increasing share of services revenue is noteworthy, as it&#39;s likely to continue growing and reducing reliance on hardware sales. This shift is beneficial in terms of gaining at least partial independence from market cyclicality.</p><p>The recently unveiled new Apple Intelligence features have created a wave of interest among investors and users, but it&#39;s not yet clear how this will affect upgrades and prospective sales figures. We will have to wait for the pre-order data (lead time) to tell what extent this will be a game-changer for AAPL. But the stagnant momentum in postpaid upgrade rates looks kind of scary.</p><p>Today&#39;s DCF valuation model of mine suggests that even if we add a meaningful premium to Apple&#39;s consensus revenue figures and margins, the stock would turn out to be at best fairly valued.</p><p>The lack of a strong overvaluation prevents me from confirming my previous &#34;Sell&#34; rating this time, but I also see no reason to raise the rating to &#34;Buy&#34;.</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>Apple: The Pre-Order Data Will Tell Us The Truth Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: The Pre-Order Data Will Tell Us The Truth Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4720597-apple-stock-pre-order-data-will-tell-us-truth-soon-upgrade-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that's true.Apple's Q3 revenue of $85.8 billion and GAAP EPS of $...</p>\n\n<a href=\"https://seekingalpha.com/article/4720597-apple-stock-pre-order-data-will-tell-us-truth-soon-upgrade-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4720597-apple-stock-pre-order-data-will-tell-us-truth-soon-upgrade-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1100569585","content_text":"SummaryThe iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that's true.Apple's Q3 revenue of $85.8 billion and GAAP EPS of $1.4 beat consensus estimates, driven by geographic expansion and record services revenue.New Apple Intelligence features could drive future iPhone upgrades, but declining mobile carrier upgrade rates pose a long-term risk.My DCF valuation suggests AAPL is fairly valued at best, preventing a \"Sell\" rating but not justifying a \"Buy\" rating.We will have to wait for the pre-order data (lead time) to tell to what extent AI will be a game-changer for AAPL.Nikada/iStock Unreleased via Getty ImagesIntro & ThesisI initiated coverage of Apple Inc. (NASDAQ:AAPL) (NEOE:AAPL:CA) stock in December 2021 and gave the stock a 'Hold' rating, pointing to the strength of the brand but also a fairly generous valuation at the time. A few articles later, on April 10, 2023, I downgraded AAPL stock to \"Sell\", and since then, I kept my rating unchanged. Unfortunately, pricey stocks may stay pricey way longer than we can predict, so despite the stagnation of the business, AAPL stock beat the S&P 500 Index (SPX) (SP500) by 317 b.p. (36.91% vs. 33.74%) since I downgraded it.In my latest bearish call, I noted that AAPL stock abruptly broke its medium-term sideways consolidation channel after investors and analysts cheered the company's AI-centric plans unveiled at the WWDC developer conference on Monday. Since then, the AAPL stock price has been in a short-term consolidation, and even the recently introduced 16th generation of iPhones has not had a significant impact on the stock's performance.Today, I've decided to upgrade my rating to \"Hold\" and no longer try to fight the irrationality that has appeared in AAPL's price action in recent months and even years. I still think Apple is a highly overvalued stock, but I definitely like the introduction of Apple Intelligence.Why Do I Think So?The company reported revenue of $85.8 billion for Q3 FY2024, which not only marked a 5% YoY increase, but it was enough to exceed the consensus forecast of $84.4 billion. This was particularly noteworthy given that the whole growth occurred during Apple's seasonally weakest quarter. Thanks to its operating leverage, AAPL was able to deliver GAAP earnings per share of $1.4, up 11% YoY, also beating the consensus estimate of $1.34 (although there was a sequential decline of around $0.13). The double-beat results and no significant negative guidance changes led to Q4 earnings revisions en masse:Seeking Alpha, AAPL, notes addedI think what we saw in Q3 again was that Apple's geographic expansion strategy is indeed proving effective, as evidenced by record revenues in over two dozen countries, including major end-markets like Canada, Mexico, Germany, and the U.K., as well as growth economies such as Indonesia, the Philippines, and Thailand. It was these markets that helped offset the decline in sales in China (-7% YoY), which was anticipated due to \"economic and competitive pressures.\" Apple's sales went up in the Americas region (a 7% YoY increase), and in Europe (an 8% YoY rise), so the firm kept capitalizing on diverse market opportunities. The company's services segment, which achieved an all-time record revenue of ~$24.2 billion, up 14% YoY, further diversifying away from the hardware cyclicality dependence, which is, of course, good news for investors.Despite a slight decline in market share to 15.8% from 16.6% a year earlier, Apple continues to lead in smartphone revenue and profit share globally. The iPhone generated $39.3 billion in revenue, accounting for 46% of total sales, with a slight YoY decline of <1%. Additionally, the growth in Mac sales, with revenue of $7.00 billion (+3% YoY), and iPad sales (+24% YoY growth to $7.2 billion), indicates Apple's strength in the computing segment, in my opinion.However, financials for Q3 are a thing of the past. In any case, they quickly faded into the background as Apple held its annual presentation of new products, where the main focus was, as always, on the iPhones.While there were no major surprises, the event provided important details about the rollout of Apple Intelligence, iPhone pricing, and the new Visual Intelligence feature. The announcement that Apple plans to introduce Apple Intelligence to ~40% of the iPhone installed base by the end of this year, and >70% by the end of next year, aligns with the initial market's expectations and suggests a slightly accelerated rollout, Morgan Stanley analysts noted in their recent research report (proprietary source, September 2024). They add that the \"70% installed base\" could potentially drive upgrades sooner than anticipated, as consumers may choose to \"future-proof\" their devices in anticipation of these new features.The iOS 18 promised to make iPhones more personal and intelligent, which could drive future sales - at first glance at least, that's true. The Apple Intelligence suite of tools should focus on 4 use cases:expressions (new writing tools, emojis);re-living memories (enhancing photo capture and editing);prioritization and focus (email/notification summaries), andcommand/control (an updated Siri, better natural language context, new settings and feature knowledge, new personal context).In a survey by US AlphaWise Survey (part of Morgan Stanley, proprietary source), ~60% of iPhone owners planning to upgrade in the next 12 months said Apple Intelligence was important to their decision. The analysts conclude that this \"illustrates the importance of Apple Intelligence to the iPhone 16 upgrade,\" but I think those who were planning to upgrade their iPhone would have done so anyway, with or without Apple Intelligence features.US AlphaWise Survey (part of Morgan Stanley, proprietary source)I believe what really matters now for the market's further reaction to the iPhone 16 is the early pre-order data and the subsequent rollout of Apple Intelligence.Although the company may currently lag behind peers like Alphabet (GOOG), Microsoft (MSFT), and Meta (META) in AI development, its focus on privacy and on-device processing could become a significant differentiator in the long term, Argus Research analysts noted in their August report (proprietary source, August 2024). From a technological innovation perspective, I have a few questions about Apple Intelligence's new features, but I'm concerned about the long-term trend of declining mobile carrier upgrade rates (postpaid upgrade rates) that we have been seeing for several years now.Goldman Sachs [data shared on X]This data tells me that people are keeping their devices longer: either for economic reasons, satisfaction with current technology, or lack of compelling new features in the latest models, but the trend itself is not healthy for Apple. The chart above suggests that Apple's seasonal sales figures should improve soon, but it's by no means clear that Apple Intelligence will be a sufficient argument for consumers to rush to upgrade their devices. We're going to see soon.Now, a few words about Apple's valuation. The company's capital return strategy, including a large share buyback authorization of $110 billion and a systematic dividend increase (recently by 4% to $0.25 per share), is helping to create shareholder value and a valuation premium. In my opinion, however, the multiple expansion has gone too far.Data by YChartsWe don't know exactly what P/E multiple is appropriate for AAPL, but the company has been generating positive cash flow for many years, so we can try to value it using DCF. I know that many are skeptical about the DCF method, but in my opinion, no better method has been invented yet.I will deliberately take the consensus proposed today as a basis, even if I consider the forecast EPS growth rate of almost 25% in FY2026 to be too optimistic - and this forecast is based on only one opinion, according to Seeking Alpha Premium data.Seeking Alpha Premium data, notes addedSeeking Alpha Premium data, notes addedBe that as it may, I added a generous premium to each forecast year sales figure and left the forecast EBIT margin above 32% for the period 2026-2028. I also left other driving assumptions on their default mode, which reflects long-term averages. Here's what I get for my operations model:FinChat, author's notesAssuming a cost of debt of 4% (with a risk-free rate of 3.5%, so the spread is minimal in this case), I also assume an MRP of 5%, as I normally do when valuing any business. As a result, I get a WACC of 9.5%, which seems to me to be an appropriate discount rate under today's conditions.FinChat, author's notesAAPL is currently trading at an EV/FCF of about 32.45x, which is more than 65% above its 10-year average. I expect this multiple to fall to 30x at least by the end of FY2028, kind of mean-reverting.Data by YChartsTaking all these factors into account, I arrive at a fair value of AAPL stock, which limits its intrinsic growth potential in light of all my optimistic assumptions.FinChat, author's notesThe VerdictAs Morningstar analyst William Kerwin recently noted (proprietary source), Apple is a differentiated consumer technology provider with tight integration between its hardware and software driving a wide economic moat. Indeed, I can't argue with this statement. I like how management has adeptly addressed weaknesses in certain regions, such as China, by leveraging strengths in other regions, like the Americas and Europe. Additionally, the increasing share of services revenue is noteworthy, as it's likely to continue growing and reducing reliance on hardware sales. This shift is beneficial in terms of gaining at least partial independence from market cyclicality.The recently unveiled new Apple Intelligence features have created a wave of interest among investors and users, but it's not yet clear how this will affect upgrades and prospective sales figures. We will have to wait for the pre-order data (lead time) to tell what extent this will be a game-changer for AAPL. But the stagnant momentum in postpaid upgrade rates looks kind of scary.Today's DCF valuation model of mine suggests that even if we add a meaningful premium to Apple's consensus revenue figures and margins, the stock would turn out to be at best fairly valued.The lack of a strong overvaluation prevents me from confirming my previous \"Sell\" rating this time, but I also see no reason to raise the rating to \"Buy\".","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316888185290792,"gmtCreate":1718404320866,"gmtModify":1718404324683,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"htmlText":"If he can steer the company forward then ok for his compensation package.","listText":"If he can steer the company forward then ok for his compensation package.","text":"If he can steer the company forward then ok for his compensation package.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316888185290792","repostId":"1185162006","repostType":2,"repost":{"id":"1185162006","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1718335800,"share":"https://ttm.financial/m/news/1185162006?lang=&edition=fundamental","pubTime":"2024-06-14 11:30","market":"us","language":"en","title":"Dan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=1185162006","media":"Benzinga","summary":"After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.Wh","content":"<html><head></head><body><p>After <strong>Tesla Inc.</strong>‘s recent annual shareholder meeting, critical investor <strong>Ross Gerber </strong>acknowledged <strong>Elon Musk</strong>‘s leadership, while analyst<strong>Dan Ives</strong>predicted a trillion-dollar market cap for the EV maker.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of <strong>Gerber Kawasaki Wealth</strong>, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.</p><p style=\"text-align: start;\">Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.</p><p style=\"text-align: start;\"><strong>Wedbush</strong> analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d84d547807e0de849b197090ee6b78e4\" tg-width=\"829\" tg-height=\"1029\"/></p><p>Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”</p><p><strong>Why It Matters</strong>: The shareholder meeting saw Tesla shareholders reapprove Elon Musk&#39;s multibillion-dollar pay package, signaling strong support for the EV maker&#39;s longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.</p><p style=\"text-align: start;\">The approval was announced at Tesla&#39;s annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.</p><p style=\"text-align: start;\">After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: &#34;I just want to start out by saying, ‘Hot damn, I love you guys.&#39;&#34;</p><p style=\"text-align: start;\">This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap</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\">\nDan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-06-14 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After <strong>Tesla Inc.</strong>‘s recent annual shareholder meeting, critical investor <strong>Ross Gerber </strong>acknowledged <strong>Elon Musk</strong>‘s leadership, while analyst<strong>Dan Ives</strong>predicted a trillion-dollar market cap for the EV maker.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of <strong>Gerber Kawasaki Wealth</strong>, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.</p><p style=\"text-align: start;\">Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.</p><p style=\"text-align: start;\"><strong>Wedbush</strong> analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d84d547807e0de849b197090ee6b78e4\" tg-width=\"829\" tg-height=\"1029\"/></p><p>Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”</p><p><strong>Why It Matters</strong>: The shareholder meeting saw Tesla shareholders reapprove Elon Musk&#39;s multibillion-dollar pay package, signaling strong support for the EV maker&#39;s longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.</p><p style=\"text-align: start;\">The approval was announced at Tesla&#39;s annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.</p><p style=\"text-align: start;\">After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: &#34;I just want to start out by saying, ‘Hot damn, I love you guys.&#39;&#34;</p><p style=\"text-align: start;\">This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185162006","content_text":"After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.What Happened: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of Gerber Kawasaki Wealth, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.Wedbush analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”Why It Matters: The shareholder meeting saw Tesla shareholders reapprove Elon Musk's multibillion-dollar pay package, signaling strong support for the EV maker's longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.The approval was announced at Tesla's annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: \"I just want to start out by saying, ‘Hot damn, I love you guys.'\"This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.Price Action: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316887784616000,"gmtCreate":1718404223701,"gmtModify":1718404227922,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"htmlText":"Wow likely'all three!","listText":"Wow likely'all three!","text":"Wow likely'all three!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316887784616000","repostId":"2442536533","repostType":2,"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284070661763272,"gmtCreate":1710369222552,"gmtModify":1710369227548,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"htmlText":"Sounds good!&nbsp;","listText":"Sounds good!&nbsp;","text":"Sounds good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284070661763272","repostId":"2419065435","repostType":2,"repost":{"id":"2419065435","pubTimestamp":1710342197,"share":"https://ttm.financial/m/news/2419065435?lang=&edition=fundamental","pubTime":"2024-03-13 23:03","market":"us","language":"en","title":"Nvidia’s Dip Buying Guide: 3 Reasons to Scoop Up NVDA Stock on Any Weakness","url":"https://stock-news.laohu8.com/highlight/detail?id=2419065435","media":"InvestorPlace","summary":"Nvidia's shares may be entering sell-off territory, but investors are better off buying the dip on NVDA stock.","content":"<html><head></head><body><ul style=\"\"><li><p>Semiconductor solutions for artificial intelligence applications will continue to be in high demand globally, and <strong>Nvidia</strong> (<strong><u>NVDA</u></strong>) will remain a market leader.</p></li><li><p>The chipmaker maintains a resounding “Strong Buy” rating from Wall Street analysts, and NVDA’s target can increase as the company continues its AI success.</p></li><li><p> Nvidia’s valuation remains at a 12-month low, and if the stock dips, it’s even more of a reason to buy the dip.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0763c6dc102df6afd35e2ebf0ba5384f\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Ascannio / Shutterstock.com</p><p><strong>Nvidia</strong> (NASDAQ:<strong><u>NVDA</u></strong>) did not end Friday’s trading session on a good note. The acclaimed chipmaker’s share price dropped more than 5%, causing investors to wonder if this is the end of Nvidia’s jaw-breaking rally. Last year, the company’s share returned a staggering gain of 240% last year, and Nvidia’s Q4 earnings report beat Wall Street’s expectations. Currently, the shares of NVDA stock have risen nearly 60% on a year-to-date basis.</p><p>Despite predictions of a sustained Nvidia sell-off in the coming days, I believe investors should not only hold on to their shares but add more to their portfolio once the stock dips.</p><p>Below are three reasons to buy the dip on NVDA shares.</p><h2 id=\"id_3970117277\">Artificial Intelligence solutions remain in high demand</h2><p>Nvidia dominates in both gaming GPUs and AI chips. In fact, the chipmaker dominates about 81% of the market for AI chips used in personal computers and data centers. Moreover, Nvidia’s TensorRT software enables fast and efficient inference of AI models on edge devices. The chipmaker has effectively tackled and consolidated this new market in an unprecedented manner, and the only chipmaker likely to begin to rival it in the near future will be <strong>Advanced Micro Devices</strong> (NASDAQ:<strong>AMD</strong>), which plans to sell billions worth of AI chips in 2024.</p><p>Even when AMD begins selling AI chips, NVDA will keep its stronghold on the AI market for the foreseeable future, until its competitor ramps up significant sells.</p><h2 id=\"id_3593825314\">Wall Street continues to be happy with NVDA</h2><p>Wall Street analysts are excited about Nvidia’s prospects. The company has an overwhelming “Strong Buy” rating from analysts. Out of the 55 analysts covering Nvidia, 50 rate the stock as a “Buy” or “Strong Buy,” while 5 analysts have maintained a “Hold” rating.</p><p>Nvidia’s success in the AI market of course have created a lot of optimism. And it’s not just Western markets either. Despite a lack of access to China’s huge market, NVDA stock has made significant strides to sell AI chips to India-based companies and other companies based out of East Asia.</p><p>These are just some of the reasons for Wall Street analysts to remain bullish on NVDA, despite the company encroaching upon its 12-month average price target.</p><h2 id=\"id_2445939085\">Valuation is trading at a good spot</h2><p>Nvidia’s share price has been trading at a record high. However, the chipmaker’s forward P/E ratio is still well below where it was 12 months ago. Then, the stock was trading at over 52.1x forward earnings.</p><p>With its recent rally, which has caused shares to appreciate more than 76%, the chipmaker’s stock now trades for just 35.6x forward earnings. This puts Nvidia’s earnings multiple below that of its key competitor, <strong>Advanced Micro Devices</strong> (NASDAQ:<strong><u>AMD</u></strong>), and right around where <strong>Intel</strong> (NASDAQ:<strong><u>INTC</u></strong>) is trading. Moreover, a company like <strong>Palantir</strong> (NYSE:<strong>PLTR</strong>), which has seen its share price skyrocket over AI hype, is trading at 79.8x forward earnings, despite its AI platform still being in the pilot phase.</p><p>That’s all to say, despite the valuation of NVDA stock looking expensive in certain regards, it is much less than where it was 12 months ago. Also, if the stock continues to dip, investors should see it as an opportunity to buy at a cheaper valuation.</p></body></html>","source":"investorplace_stock_picks","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>Nvidia’s Dip Buying Guide: 3 Reasons to Scoop Up NVDA Stock on Any Weakness</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\">\nNvidia’s Dip Buying Guide: 3 Reasons to Scoop Up NVDA Stock on Any Weakness\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-13 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/nvidias-dip-buying-guide-3-reasons-to-scoop-up-nvda-stock-on-any-weakness/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor solutions for artificial intelligence applications will continue to be in high demand globally, and Nvidia (NVDA) will remain a market leader.The chipmaker maintains a resounding “Strong...</p>\n\n<a href=\"https://investorplace.com/2024/03/nvidias-dip-buying-guide-3-reasons-to-scoop-up-nvda-stock-on-any-weakness/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4141":"半导体产品","BK4551":"寇图资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4512":"苹果概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4515":"5G概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4567":"ESG概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4535":"淡马锡持仓"},"source_url":"https://investorplace.com/2024/03/nvidias-dip-buying-guide-3-reasons-to-scoop-up-nvda-stock-on-any-weakness/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419065435","content_text":"Semiconductor solutions for artificial intelligence applications will continue to be in high demand globally, and Nvidia (NVDA) will remain a market leader.The chipmaker maintains a resounding “Strong Buy” rating from Wall Street analysts, and NVDA’s target can increase as the company continues its AI success. Nvidia’s valuation remains at a 12-month low, and if the stock dips, it’s even more of a reason to buy the dip.Source: Ascannio / Shutterstock.comNvidia (NASDAQ:NVDA) did not end Friday’s trading session on a good note. The acclaimed chipmaker’s share price dropped more than 5%, causing investors to wonder if this is the end of Nvidia’s jaw-breaking rally. Last year, the company’s share returned a staggering gain of 240% last year, and Nvidia’s Q4 earnings report beat Wall Street’s expectations. Currently, the shares of NVDA stock have risen nearly 60% on a year-to-date basis.Despite predictions of a sustained Nvidia sell-off in the coming days, I believe investors should not only hold on to their shares but add more to their portfolio once the stock dips.Below are three reasons to buy the dip on NVDA shares.Artificial Intelligence solutions remain in high demandNvidia dominates in both gaming GPUs and AI chips. In fact, the chipmaker dominates about 81% of the market for AI chips used in personal computers and data centers. Moreover, Nvidia’s TensorRT software enables fast and efficient inference of AI models on edge devices. The chipmaker has effectively tackled and consolidated this new market in an unprecedented manner, and the only chipmaker likely to begin to rival it in the near future will be Advanced Micro Devices (NASDAQ:AMD), which plans to sell billions worth of AI chips in 2024.Even when AMD begins selling AI chips, NVDA will keep its stronghold on the AI market for the foreseeable future, until its competitor ramps up significant sells.Wall Street continues to be happy with NVDAWall Street analysts are excited about Nvidia’s prospects. The company has an overwhelming “Strong Buy” rating from analysts. Out of the 55 analysts covering Nvidia, 50 rate the stock as a “Buy” or “Strong Buy,” while 5 analysts have maintained a “Hold” rating.Nvidia’s success in the AI market of course have created a lot of optimism. And it’s not just Western markets either. Despite a lack of access to China’s huge market, NVDA stock has made significant strides to sell AI chips to India-based companies and other companies based out of East Asia.These are just some of the reasons for Wall Street analysts to remain bullish on NVDA, despite the company encroaching upon its 12-month average price target.Valuation is trading at a good spotNvidia’s share price has been trading at a record high. However, the chipmaker’s forward P/E ratio is still well below where it was 12 months ago. Then, the stock was trading at over 52.1x forward earnings.With its recent rally, which has caused shares to appreciate more than 76%, the chipmaker’s stock now trades for just 35.6x forward earnings. This puts Nvidia’s earnings multiple below that of its key competitor, Advanced Micro Devices (NASDAQ:AMD), and right around where Intel (NASDAQ:INTC) is trading. Moreover, a company like Palantir (NYSE:PLTR), which has seen its share price skyrocket over AI hype, is trading at 79.8x forward earnings, despite its AI platform still being in the pilot phase.That’s all to say, despite the valuation of NVDA stock looking expensive in certain regards, it is much less than where it was 12 months ago. Also, if the stock continues to dip, investors should see it as an opportunity to buy at a cheaper valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259301734965344,"gmtCreate":1704318677318,"gmtModify":1704318681693,"author":{"id":"4100655058123160","authorId":"4100655058123160","name":"teegem63","avatar":"https://static.tigerbbs.com/ac15943f10bad1c2c0ec91d5d8a2bd22","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100655058123160","authorIdStr":"4100655058123160"},"themes":[],"htmlText":"Seems it's just standard message","listText":"Seems it's just standard message","text":"Seems it's just standard message","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259301734965344","repostId":"1116291620","repostType":4,"repost":{"id":"1116291620","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1704295800,"share":"https://ttm.financial/m/news/1116291620?lang=&edition=fundamental","pubTime":"2024-01-03 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Tesla, Apple, Nvidia, SoFi, Li Auto, VinFast and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1116291620","media":"Tiger Newspress","summary":"Here are Wednesday’s biggest calls on Wall Street:Goldman Sachs reiterates Tesla as neutralGoldman raised its price target on the stock to $255 per share from $235 and said it’s sticking with its equa","content":"<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 id=\"id_1546790348\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman raised its price target on the stock to $255 per share from $235 and said it’s sticking with its equal weight rating.</p><p>“We are Neutral rated on the stock, with our positive view of Tesla’s long-term growth potential and position in the market offset by what we believe will be additional pricing reductions and full valuation.”</p><h2 id=\"id_2497445276\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p>Goldman said it’s standing by its buy rating on the stock.</p><p>“Apple (AAPL, Buy) should also beneﬁt from a recovery in industry PC demand, as well as a track record of share gains.”</p><h2 id=\"id_940350180\" style=\"text-align: start;\">DA Davidson initiates Nvidia as neutral</h2><p>DA said Nvidia could be “vulnerable” to AI hype.</p><p>“While we continue to believe that generative AI is the most important transformative technology since the Internet, we do not expect the same level of investment we saw in 2023 continuing beyond 2024 and initiate coverage at a NEUTRAL rating.”</p><h2 id=\"id_4053316329\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it sees “margin upside” for Amazon in 2024.</p><p>“2024 should be a solid year for Amazon advertising.”</p><h2 id=\"id_698054996\" style=\"text-align: start;\">Goldman Sachs initiates Li Auto as buy</h2><p>Goldman initiated the China EV company with a buy and says it likes Li’s “competitive positioning.”</p><p>“Expansion into BEV [battery electric vehicle] drives another leg of growth; initiate at Buy.”</p><h2 id=\"id_3150242992\" style=\"text-align: start;\">Wolfe upgrades Citi to outperform from peer perform</h2><p>Wolfe said the bank has an “attractive risk/reward.”</p><p>“C bull case does not require meeting revenue growth targets — we see compelling risk-reward from self-help.”</p><h2 id=\"id_305820707\" style=\"text-align: start;\">KBW downgrading SoFi to underperform from market perform</h2><p>KBW downgraded the stock mainly on valuation.</p><p>“We are moving our rating on SOFI to Underperform (from MP) due to a combination of recent outperformance but also a re-underwriting of our model, which slightly reduced estimates, leaving us materially below consensus.”</p><h2 id=\"id_2689001626\" style=\"text-align: start;\">BTIG initiates VinFast as buy</h2><p>BTIG said the EV company is well-positioned for expansion into North America.</p><p>“VinFast is a Vietnam-based passenger electric vehicle (EV) OEM looking to expand into North America (NAM) with longer-term expansion plans into Europe and Asia.”</p><h2 id=\"id_2539386046\" style=\"text-align: start;\">KeyBanc upgrades Verizon to overweight from sector weight</h2><p>Key said it’s bullish on Verizon in 2024.</p><p>“Our view is based off of: 1) Wireless industry competitive intensity being low, which makes us want more Wireless exposure, and VZ should show better postpaid phone net add performance; 2) VZ’s Broadband subscriber growth is far outpacing T’s.”</p><h2 id=\"id_2773530472\" style=\"text-align: start;\">Jefferies upgrades GSK to buy from hold</h2><p>Jefferies said it sees an attractive risk/reward for the biopharma company.</p><p>“Novartis is still top-pick, then GSK which we upgrade to Buy on near-term risk-reward, and Sanofi’s robust growth remains underappreciated.”</p><h2 id=\"id_553798461\" style=\"text-align: start;\">Mizuho downgrades Exxon to hold from buy</h2><p>Mizuho said in its downgrade of Exxon that it’s concerned about a “weakening” macro.</p><p>“On the downside, weakening macro outlook will impact its Downstream operations more than IOC [integrated oil companies] peers and could be a headwind.”</p><h2 id=\"id_3426469955\" style=\"text-align: start;\">Barclays initiates Teladoc as overweight</h2><p>Barclays said in its initiation of the telehealth company that shares are attractively valued.</p><p>“We see an opportunity in TDOC given its near-trough valuation at a discount to even services peers a newfound focus on profitability, balance sheet flexibility, and an embedded platform that lends itself to cross-sales.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Tesla, Apple, Nvidia, SoFi, Li Auto, VinFast and More</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\">\nTop Calls on Wall Street: Tesla, Apple, Nvidia, SoFi, Li Auto, VinFast and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-03 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Wednesday’s biggest calls on Wall Street:</p><h2 id=\"id_1546790348\" style=\"text-align: start;\">Goldman Sachs reiterates Tesla as neutral</h2><p>Goldman raised its price target on the stock to $255 per share from $235 and said it’s sticking with its equal weight rating.</p><p>“We are Neutral rated on the stock, with our positive view of Tesla’s long-term growth potential and position in the market offset by what we believe will be additional pricing reductions and full valuation.”</p><h2 id=\"id_2497445276\" style=\"text-align: start;\">Goldman Sachs reiterates Apple as buy</h2><p>Goldman said it’s standing by its buy rating on the stock.</p><p>“Apple (AAPL, Buy) should also beneﬁt from a recovery in industry PC demand, as well as a track record of share gains.”</p><h2 id=\"id_940350180\" style=\"text-align: start;\">DA Davidson initiates Nvidia as neutral</h2><p>DA said Nvidia could be “vulnerable” to AI hype.</p><p>“While we continue to believe that generative AI is the most important transformative technology since the Internet, we do not expect the same level of investment we saw in 2023 continuing beyond 2024 and initiate coverage at a NEUTRAL rating.”</p><h2 id=\"id_4053316329\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it sees “margin upside” for Amazon in 2024.</p><p>“2024 should be a solid year for Amazon advertising.”</p><h2 id=\"id_698054996\" style=\"text-align: start;\">Goldman Sachs initiates Li Auto as buy</h2><p>Goldman initiated the China EV company with a buy and says it likes Li’s “competitive positioning.”</p><p>“Expansion into BEV [battery electric vehicle] drives another leg of growth; initiate at Buy.”</p><h2 id=\"id_3150242992\" style=\"text-align: start;\">Wolfe upgrades Citi to outperform from peer perform</h2><p>Wolfe said the bank has an “attractive risk/reward.”</p><p>“C bull case does not require meeting revenue growth targets — we see compelling risk-reward from self-help.”</p><h2 id=\"id_305820707\" style=\"text-align: start;\">KBW downgrading SoFi to underperform from market perform</h2><p>KBW downgraded the stock mainly on valuation.</p><p>“We are moving our rating on SOFI to Underperform (from MP) due to a combination of recent outperformance but also a re-underwriting of our model, which slightly reduced estimates, leaving us materially below consensus.”</p><h2 id=\"id_2689001626\" style=\"text-align: start;\">BTIG initiates VinFast as buy</h2><p>BTIG said the EV company is well-positioned for expansion into North America.</p><p>“VinFast is a Vietnam-based passenger electric vehicle (EV) OEM looking to expand into North America (NAM) with longer-term expansion plans into Europe and Asia.”</p><h2 id=\"id_2539386046\" style=\"text-align: start;\">KeyBanc upgrades Verizon to overweight from sector weight</h2><p>Key said it’s bullish on Verizon in 2024.</p><p>“Our view is based off of: 1) Wireless industry competitive intensity being low, which makes us want more Wireless exposure, and VZ should show better postpaid phone net add performance; 2) VZ’s Broadband subscriber growth is far outpacing T’s.”</p><h2 id=\"id_2773530472\" style=\"text-align: start;\">Jefferies upgrades GSK to buy from hold</h2><p>Jefferies said it sees an attractive risk/reward for the biopharma company.</p><p>“Novartis is still top-pick, then GSK which we upgrade to Buy on near-term risk-reward, and Sanofi’s robust growth remains underappreciated.”</p><h2 id=\"id_553798461\" style=\"text-align: start;\">Mizuho downgrades Exxon to hold from buy</h2><p>Mizuho said in its downgrade of Exxon that it’s concerned about a “weakening” macro.</p><p>“On the downside, weakening macro outlook will impact its Downstream operations more than IOC [integrated oil companies] peers and could be a headwind.”</p><h2 id=\"id_3426469955\" style=\"text-align: start;\">Barclays initiates Teladoc as overweight</h2><p>Barclays said in its initiation of the telehealth company that shares are attractively valued.</p><p>“We see an opportunity in TDOC given its near-trough valuation at a discount to even services peers a newfound focus on profitability, balance sheet flexibility, and an embedded platform that lends itself to cross-sales.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VZ":"威瑞森","NVDA":"英伟达","SOFI":"SoFi Technologies Inc.","XOM":"埃克森美孚","TSLA":"特斯拉","VFS":"VinFast Auto","AMZN":"亚马逊","LI":"理想汽车","AAPL":"苹果","C":"花旗","GSK":"葛兰素史克","TDOC":"Teladoc Health Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116291620","content_text":"Here are Wednesday’s biggest calls on Wall Street:Goldman Sachs reiterates Tesla as neutralGoldman raised its price target on the stock to $255 per share from $235 and said it’s sticking with its equal weight rating.“We are Neutral rated on the stock, with our positive view of Tesla’s long-term growth potential and position in the market offset by what we believe will be additional pricing reductions and full valuation.”Goldman Sachs reiterates Apple as buyGoldman said it’s standing by its buy rating on the stock.“Apple (AAPL, Buy) should also beneﬁt from a recovery in industry PC demand, as well as a track record of share gains.”DA Davidson initiates Nvidia as neutralDA said Nvidia could be “vulnerable” to AI hype.“While we continue to believe that generative AI is the most important transformative technology since the Internet, we do not expect the same level of investment we saw in 2023 continuing beyond 2024 and initiate coverage at a NEUTRAL rating.”Bank of America reiterates Amazon as buyBank of America said it sees “margin upside” for Amazon in 2024.“2024 should be a solid year for Amazon advertising.”Goldman Sachs initiates Li Auto as buyGoldman initiated the China EV company with a buy and says it likes Li’s “competitive positioning.”“Expansion into BEV [battery electric vehicle] drives another leg of growth; initiate at Buy.”Wolfe upgrades Citi to outperform from peer performWolfe said the bank has an “attractive risk/reward.”“C bull case does not require meeting revenue growth targets — we see compelling risk-reward from self-help.”KBW downgrading SoFi to underperform from market performKBW downgraded the stock mainly on valuation.“We are moving our rating on SOFI to Underperform (from MP) due to a combination of recent outperformance but also a re-underwriting of our model, which slightly reduced estimates, leaving us materially below consensus.”BTIG initiates VinFast as buyBTIG said the EV company is well-positioned for expansion into North America.“VinFast is a Vietnam-based passenger electric vehicle (EV) OEM looking to expand into North America (NAM) with longer-term expansion plans into Europe and Asia.”KeyBanc upgrades Verizon to overweight from sector weightKey said it’s bullish on Verizon in 2024.“Our view is based off of: 1) Wireless industry competitive intensity being low, which makes us want more Wireless exposure, and VZ should show better postpaid phone net add performance; 2) VZ’s Broadband subscriber growth is far outpacing T’s.”Jefferies upgrades GSK to buy from holdJefferies said it sees an attractive risk/reward for the biopharma company.“Novartis is still top-pick, then GSK which we upgrade to Buy on near-term risk-reward, and Sanofi’s robust growth remains underappreciated.”Mizuho downgrades Exxon to hold from buyMizuho said in its downgrade of Exxon that it’s concerned about a “weakening” macro.“On the downside, weakening macro outlook will impact its Downstream operations more than IOC [integrated oil companies] peers and could be a headwind.”Barclays initiates Teladoc as overweightBarclays said in its initiation of the telehealth company that shares are attractively valued.“We see an opportunity in TDOC given its near-trough valuation at a discount to even services peers a newfound focus on profitability, balance sheet flexibility, and an embedded platform that lends itself to cross-sales.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}