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Mr_KennyG

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- Mr_KennyGMr_KennyG
  ·2022-10-28
  Ok. That's good at least!
  Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating
  SummaryFor Amazon, a "dissipating cloud" does not necessarily imply a positive connotation.AWS, Amaz
  Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating
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- Mr_KennyGMr_KennyG
  ·2022-10-22
  $Johnson & Johnson(JNJ)$I see bullish! Already above EMA20
  1.91K Comment
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- Mr_KennyGMr_KennyG
  ·2022-10-21
  $AMC Entertainment(AMC)$AMC will fly to the moon 😁
  1.73K Comment
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- Mr_KennyGMr_KennyG
  ·2022-10-21
  Ok, let's see after the upcoming fed rate hike
  Tesla: Buy The Dip - A Contrarian View On Q3
  SummaryTesla stock is down 6.25% after the company reported slightly worse-than-expected Q3 results.
  Tesla: Buy The Dip - A Contrarian View On Q3
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- Mr_KennyGMr_KennyG
  ·2022-08-17
  $NASDAQ(.IXIC)$View on NASDAQ(.IXIC)BullishBearish
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That's good at least!","listText":"Ok. That's good at least!","text":"Ok. That's good at least!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986881369","repostId":"1110500830","repostType":4,"repost":{"id":"1110500830","kind":"news","pubTimestamp":1666929244,"share":"https://ttm.financial/m/news/1110500830?lang=&edition=fundamental","pubTime":"2022-10-28 11:54","market":"us","language":"en","title":"Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating","url":"https://stock-news.laohu8.com/highlight/detail?id=1110500830","media":"Seeking Alpha","summary":"SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amaz","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>For Amazon, a &#34;dissipating cloud&#34; does not necessarily imply a positive connotation.</li><li>AWS, Amazon&#39;s cloud, has been key to supporting the stock&#39;s valuation this year, as its core commerce business reels from both an internal mismanagement on utilization and looming consumer weakness.</li><li>But even then, the strength of the cloud is going, with AWS showing more prominent signs of structural deceleration during the third quarter.</li><li>This might expose the stock to further downtrends in tandem with broader market declines within the near term, as investors adjust expectations, creating a compelling risk/reward opportunity for Amazon&#39;s ultimate recovery once cyclical headwinds subside.</li></ul><p>Amazon&#39;s stock (NASDAQ: AMZN) has lost more than 30% of its market value this year. Investor confidence in the stock has been weak since Amazon’s core commerce business took a sharp turn from the pandemic-era boom to underutilization earlier in the year. The inefficiencies had left Amazon in a scramble for aggressive cost-cutting opportunities – spanning abandoned capacity expansion to swift shutdowns of unprofitable projects. And now a looming economic downturn risks spurring further consumer weakness ahead, casting a shadow over any possibilities for a rapid recovery in its core commerce business within the near term. This is further corroborated by management’s conservative view on prospects in the current quarter, projecting 2% to 8% revenue growth inclusive of FX headwinds, despite cautious market optimism for a seasonality-driven boost in the current quarter.</p><p>Meanwhile, AWS has largely been the backbone of any bullish thesis supporting the stock this year, making up for the core commerce moat’s shortfall as a result of both earlier mismanagement on capacity and utilization, and impacts of the unexpected economic downturn that has come down hard and fast. Yet, the AWS cloud that has largely shielded Amazon from a greater selloff is showing signs of dissipation. While AWS take-rates in the third quarter remained resilient, with cloud spending amongst the IT environment still viewed as critical to stay economically and operationally competitive, there are growing signs of market share erosion – which has long been expected given the massive magnitude of the segment and long streak of double-digit growth that appears to be falling behind that of peers. While Wall Street as long been unanimously bullish on Amazon, we believe that link is starting to weaken, especially as AWS’ impressive growth streak is starting to show early signs of moderation.</p><p>Amazon&#39;s stock currently trades at a whopping 70x forward earnings, while the large-cap peer group trades at an average of about 28x. However, it is important to consider that the company’s margins have been battered this year due to non-cyclical factors (e.g., utilization mismanagement), which has contributed to a significant diversion between its earnings and sales valuation multiples. By taking Amazon’s sales multiples (e.g., forward EV/sales and forward price/sales) as a gauge for its market value relative to peers instead, which makes a better reflection of its normalized business performance relative to peers’, the stock remains undervalued, supporting longer-term upside potential.</p><p>However, given Amazon’s dissipating cloud strength, and ongoing consumer weakness that will continue to put pressure on its core commerce business within the near term, the stock will likely be subject to greater vulnerability to volatile market sentiment over the coming months until the macro-overhang subsides. This is especially true given investors’ increasing preference for profitability under the current market climate – meaning that while core commerce’s profit margin improvement in the third quarter is welcomed, it will need to ratchet up further at a sustained pace to keep up with anticipated deceleration in AWS, and alleviate the latter’s burden of having to carry Amazon’s consolidated valuation prospects.</p><p><b>Is AWS At Risk?</b></p><p>AWS is currently the leading public cloud service vendor, accounting for about a third of the global market share. It also continues to lead its key rivals, namely Microsoft’s Azure(MSFT) and Alphabet’sGoogle Cloud Platform(GOOG/GOOGL), by wide margins. Specifically, Azure is a distant second, commanding about 20% of the global cloud market, and GCP about 10% in third place.</p><p>AWS has been a key driver of Amazon’s valuation given its impressive growth and margin expansion trajectory, acting as a key “barometer” of the company’s future prospects – especially in recent quarters, compensating for the growth slowdown and deteriorating profit margins in the core commerce segment. Despite Amazon’s likely conservative outlook for AWS implied through modest consolidated growth for the current quarter – which we view as a welcomed and reasonable move to temper investors’ expectations given the business’ massive size, and consistent with Azure’s modest guidance earlier this week. It is important to recognize that cloud spending remains resilient given “secular shift and prioritization for corporates”.</p><p>Yet, after sustaining more than six quarters of consecutive 30%-plus y/y growth, the segment is starting to show signs of structural deceleration, with third quarter growth coming in at 28% on a constant currency basis compared to the same period last year – an imminent occurrence given its massive magnitude of growth and business volume achieved in recent years. AWS’ multi-year compounded annual growth rate in the past five years has moderated to about 26%, while Azure’s is at the 40%-range and GCP at the high-30%-range.</p><p>And while AWS remains the unmatched market leader by wide margins, the gap is gradually narrowing. Specifically, recent third-party data shows that spending intentions for Azure and GCP are on the rise, as corporates turn to a multi-cloud strategy for benefits that include “risk mitigation, reliability/redundancy, multi-function availability, and mostly importantly, cost-efficiencies”.</p><p>Given AWS is already the dominant public cloud service vendor on the market, it is hard for it to take further advantage of increasing multi-cloud momentum. In a recent sentiment check survey performed by RBC Capital Markets, about 57% of corporates looking to ramp up investments in cloud have noted AWS as a potential beneficiary over the next 12 months, compared with 73% for GCP and 71% for Azure. AWS is also starting to lose share to key rival Azure amongst large enterprise cloud spending – the latter has taken over AWS as the leading public cloud service provider for enterprises generating more than $5 billion in annual revenues, acquiring more than 50% share in the cohort while AWS only captures a little more than 30%. And while AWS remains the market share leader in the largest cloud spending segments – namely, medium-sized enterprises with annual revenues spanning $1 billion and $5 billion, and small enterprises with annual revenues of less than $1 billion – rivals Azure and GCP are catching up fast. AWS currently commands about 60% of global cloud market share across medium-sized enterprises, while Azure accounts for more than 40%; and across small enterprises, AWS commands about a 40% share while Azure and GCP account for 30%.</p><p><b>Implications of a Potential AWS Slowdown</b></p><p>What these trends, paired with tempered expectations from management’s forward guidance provided, imply is that AWS is likely headed towards the beginning of moderation, with its high-flying growth coming to a gradual deceleration as it continues to take advantage of secular demand for cloud-computing solutions over coming years. Meanwhile, the rapid growth it once enjoyed will now likely rotate to peers as they benefit from the increasing adoption of a multi-cloud strategy across the corporate sector, effectively narrowing their respective market shares’ distance from AWS’.</p><p>With AWS being Amazon’s core profit engine, the increasing pace of moderation will likely bode unfavourably for the stock’s near-term performance – especially as its core commerce segment also reels from souring consumer sentiment ahead of a cyclical downturn. This means whatever Amazon is doing now to improve its core commerce’s growth and profit margins – whether it is slashing budgets for non-profitable projects, dialing down the pace of fulfilment capacity expansion, slowing the pace of hiring, and/or improved value proposition to drive increased Prime demand – needs step it up a notch further, as AWS’ strength may not overshadow core commerce’s near-term weakness much longer to uphold Amazon’s valuation prospects.</p><p>Looking ahead, these trends may also push investors to look for new areas of growth and profitability in the company – especially advertising, which represents another secular demand environment as digital ad formats rapidly displace traditional channels like linear TV, radio and paper. As discussed in our previous coverage on the stock, Amazon’s advertising business benefits greatly from its first-party data advantage, which reduces reliance on third-party user data that now faces “signal [loss] dynamics” stemming from Apple’s (AAPL)privacy policy changes implemented last year. The value of this competitive advantage is further corroborated by resilience and momentum demonstrated in Amazon’s advertising business (+30% y/y; +9% q/q) in the third quarter despite cautions advertiser spending ahead of a looming economic slowdown, which reinforces robust forward prospects. Recent market research has also echoed similarly favourable trends for Amazon’s growing advertising business, a high-margin revenue stream that will continue to contribute positively to the company’s bottom-line over the longer-term:</p><blockquote>Retail media advertising will increase from $31 billion this year to $42 billion in 2023. The bulk of it comes from Amazon’s product search but all other large retailers are now developing advertising sales through keyword search or display ads on their apps and websites. Retail media is mostly fuelled by consumer brands reallocating below-the-line, trade-marketing budgets from in-store towards digital retail networks, as a greater percentage of retail sales comes from e-commerce. Furthermore, retail-owned media networks are mostly immune from the privacy-based limitations on data usage and targeting, that display or social media owner’s face, because they can leverage their own first-party data.</blockquote><blockquote>Source:Magna Advertising Forecast, U.S. Fall Update (September 2022)</blockquote><p><b>Final Thoughts</b></p><p>We remain optimistic that Amazon will be able to maintain and restore strength to its core commerce moat, though the undertaking may take longer-than-expected given near-term macro headwinds beyond the company’s control. In the meantime, AWS will continue to be the core saviour of Amazon’s valuation. But considering it may not be able to hold onto the role much longer ahead of imminent deceleration, Amazon&#39;s stock might become more susceptible to further downtrends in tandem with the souring near-term market outlook. In the near- to medium-term, we believe investor expectations for core commerce improvements will increase despite anticipated consumer weakness to make up for potential deceleration in AWS, with more focus diverted towards momentum in Amazon’s ad sales, an emerging core profit engine. For now, Amazon&#39;s stock will likely become less protected from increasingly fragile market sentiment over coming months as expectations adjust, which could potentially create better entry opportunities for eventual upsides once consumer headwinds subside.</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>Is Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon A Buy After Q3 2022 Earnings? The Cloud Is Dissipating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amazon's cloud, has been key to supporting the stock's valuation this year, as its core commerce ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4550073-is-amazon-a-buy-after-q3-2022-earnings-the-cloud-is-dissipating","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110500830","content_text":"SummaryFor Amazon, a \"dissipating cloud\" does not necessarily imply a positive connotation.AWS, Amazon's cloud, has been key to supporting the stock's valuation this year, as its core commerce business reels from both an internal mismanagement on utilization and looming consumer weakness.But even then, the strength of the cloud is going, with AWS showing more prominent signs of structural deceleration during the third quarter.This might expose the stock to further downtrends in tandem with broader market declines within the near term, as investors adjust expectations, creating a compelling risk/reward opportunity for Amazon's ultimate recovery once cyclical headwinds subside.Amazon's stock (NASDAQ: AMZN) has lost more than 30% of its market value this year. Investor confidence in the stock has been weak since Amazon’s core commerce business took a sharp turn from the pandemic-era boom to underutilization earlier in the year. The inefficiencies had left Amazon in a scramble for aggressive cost-cutting opportunities – spanning abandoned capacity expansion to swift shutdowns of unprofitable projects. And now a looming economic downturn risks spurring further consumer weakness ahead, casting a shadow over any possibilities for a rapid recovery in its core commerce business within the near term. This is further corroborated by management’s conservative view on prospects in the current quarter, projecting 2% to 8% revenue growth inclusive of FX headwinds, despite cautious market optimism for a seasonality-driven boost in the current quarter.Meanwhile, AWS has largely been the backbone of any bullish thesis supporting the stock this year, making up for the core commerce moat’s shortfall as a result of both earlier mismanagement on capacity and utilization, and impacts of the unexpected economic downturn that has come down hard and fast. Yet, the AWS cloud that has largely shielded Amazon from a greater selloff is showing signs of dissipation. While AWS take-rates in the third quarter remained resilient, with cloud spending amongst the IT environment still viewed as critical to stay economically and operationally competitive, there are growing signs of market share erosion – which has long been expected given the massive magnitude of the segment and long streak of double-digit growth that appears to be falling behind that of peers. While Wall Street as long been unanimously bullish on Amazon, we believe that link is starting to weaken, especially as AWS’ impressive growth streak is starting to show early signs of moderation.Amazon's stock currently trades at a whopping 70x forward earnings, while the large-cap peer group trades at an average of about 28x. However, it is important to consider that the company’s margins have been battered this year due to non-cyclical factors (e.g., utilization mismanagement), which has contributed to a significant diversion between its earnings and sales valuation multiples. By taking Amazon’s sales multiples (e.g., forward EV/sales and forward price/sales) as a gauge for its market value relative to peers instead, which makes a better reflection of its normalized business performance relative to peers’, the stock remains undervalued, supporting longer-term upside potential.However, given Amazon’s dissipating cloud strength, and ongoing consumer weakness that will continue to put pressure on its core commerce business within the near term, the stock will likely be subject to greater vulnerability to volatile market sentiment over the coming months until the macro-overhang subsides. This is especially true given investors’ increasing preference for profitability under the current market climate – meaning that while core commerce’s profit margin improvement in the third quarter is welcomed, it will need to ratchet up further at a sustained pace to keep up with anticipated deceleration in AWS, and alleviate the latter’s burden of having to carry Amazon’s consolidated valuation prospects.Is AWS At Risk?AWS is currently the leading public cloud service vendor, accounting for about a third of the global market share. It also continues to lead its key rivals, namely Microsoft’s Azure(MSFT) and Alphabet’sGoogle Cloud Platform(GOOG/GOOGL), by wide margins. Specifically, Azure is a distant second, commanding about 20% of the global cloud market, and GCP about 10% in third place.AWS has been a key driver of Amazon’s valuation given its impressive growth and margin expansion trajectory, acting as a key “barometer” of the company’s future prospects – especially in recent quarters, compensating for the growth slowdown and deteriorating profit margins in the core commerce segment. Despite Amazon’s likely conservative outlook for AWS implied through modest consolidated growth for the current quarter – which we view as a welcomed and reasonable move to temper investors’ expectations given the business’ massive size, and consistent with Azure’s modest guidance earlier this week. It is important to recognize that cloud spending remains resilient given “secular shift and prioritization for corporates”.Yet, after sustaining more than six quarters of consecutive 30%-plus y/y growth, the segment is starting to show signs of structural deceleration, with third quarter growth coming in at 28% on a constant currency basis compared to the same period last year – an imminent occurrence given its massive magnitude of growth and business volume achieved in recent years. AWS’ multi-year compounded annual growth rate in the past five years has moderated to about 26%, while Azure’s is at the 40%-range and GCP at the high-30%-range.And while AWS remains the unmatched market leader by wide margins, the gap is gradually narrowing. Specifically, recent third-party data shows that spending intentions for Azure and GCP are on the rise, as corporates turn to a multi-cloud strategy for benefits that include “risk mitigation, reliability/redundancy, multi-function availability, and mostly importantly, cost-efficiencies”.Given AWS is already the dominant public cloud service vendor on the market, it is hard for it to take further advantage of increasing multi-cloud momentum. In a recent sentiment check survey performed by RBC Capital Markets, about 57% of corporates looking to ramp up investments in cloud have noted AWS as a potential beneficiary over the next 12 months, compared with 73% for GCP and 71% for Azure. AWS is also starting to lose share to key rival Azure amongst large enterprise cloud spending – the latter has taken over AWS as the leading public cloud service provider for enterprises generating more than $5 billion in annual revenues, acquiring more than 50% share in the cohort while AWS only captures a little more than 30%. And while AWS remains the market share leader in the largest cloud spending segments – namely, medium-sized enterprises with annual revenues spanning $1 billion and $5 billion, and small enterprises with annual revenues of less than $1 billion – rivals Azure and GCP are catching up fast. AWS currently commands about 60% of global cloud market share across medium-sized enterprises, while Azure accounts for more than 40%; and across small enterprises, AWS commands about a 40% share while Azure and GCP account for 30%.Implications of a Potential AWS SlowdownWhat these trends, paired with tempered expectations from management’s forward guidance provided, imply is that AWS is likely headed towards the beginning of moderation, with its high-flying growth coming to a gradual deceleration as it continues to take advantage of secular demand for cloud-computing solutions over coming years. Meanwhile, the rapid growth it once enjoyed will now likely rotate to peers as they benefit from the increasing adoption of a multi-cloud strategy across the corporate sector, effectively narrowing their respective market shares’ distance from AWS’.With AWS being Amazon’s core profit engine, the increasing pace of moderation will likely bode unfavourably for the stock’s near-term performance – especially as its core commerce segment also reels from souring consumer sentiment ahead of a cyclical downturn. This means whatever Amazon is doing now to improve its core commerce’s growth and profit margins – whether it is slashing budgets for non-profitable projects, dialing down the pace of fulfilment capacity expansion, slowing the pace of hiring, and/or improved value proposition to drive increased Prime demand – needs step it up a notch further, as AWS’ strength may not overshadow core commerce’s near-term weakness much longer to uphold Amazon’s valuation prospects.Looking ahead, these trends may also push investors to look for new areas of growth and profitability in the company – especially advertising, which represents another secular demand environment as digital ad formats rapidly displace traditional channels like linear TV, radio and paper. As discussed in our previous coverage on the stock, Amazon’s advertising business benefits greatly from its first-party data advantage, which reduces reliance on third-party user data that now faces “signal [loss] dynamics” stemming from Apple’s (AAPL)privacy policy changes implemented last year. The value of this competitive advantage is further corroborated by resilience and momentum demonstrated in Amazon’s advertising business (+30% y/y; +9% q/q) in the third quarter despite cautions advertiser spending ahead of a looming economic slowdown, which reinforces robust forward prospects. Recent market research has also echoed similarly favourable trends for Amazon’s growing advertising business, a high-margin revenue stream that will continue to contribute positively to the company’s bottom-line over the longer-term:Retail media advertising will increase from $31 billion this year to $42 billion in 2023. The bulk of it comes from Amazon’s product search but all other large retailers are now developing advertising sales through keyword search or display ads on their apps and websites. Retail media is mostly fuelled by consumer brands reallocating below-the-line, trade-marketing budgets from in-store towards digital retail networks, as a greater percentage of retail sales comes from e-commerce. Furthermore, retail-owned media networks are mostly immune from the privacy-based limitations on data usage and targeting, that display or social media owner’s face, because they can leverage their own first-party data.Source:Magna Advertising Forecast, U.S. Fall Update (September 2022)Final ThoughtsWe remain optimistic that Amazon will be able to maintain and restore strength to its core commerce moat, though the undertaking may take longer-than-expected given near-term macro headwinds beyond the company’s control. In the meantime, AWS will continue to be the core saviour of Amazon’s valuation. But considering it may not be able to hold onto the role much longer ahead of imminent deceleration, Amazon's stock might become more susceptible to further downtrends in tandem with the souring near-term market outlook. In the near- to medium-term, we believe investor expectations for core commerce improvements will increase despite anticipated consumer weakness to make up for potential deceleration in AWS, with more focus diverted towards momentum in Amazon’s ad sales, an emerging core profit engine. For now, Amazon's stock will likely become less protected from increasingly fragile market sentiment over coming months as expectations adjust, which could potentially create better entry opportunities for eventual upsides once consumer headwinds subside.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981128229,"gmtCreate":1666424885361,"gmtModify":1676537755577,"author":{"id":"4122791157647932","authorId":"4122791157647932","name":"Mr_KennyG","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122791157647932","authorIdStr":"4122791157647932"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>I see bullish! Already above EMA20","listText":"<a href=\"https://ttm.financial/S/JNJ\">$Johnson &amp; Johnson(JNJ)$</a>I see bullish! Already above EMA20","text":"$Johnson & Johnson(JNJ)$I see bullish! Already above EMA20","images":[{"img":"https://community-static.tradeup.com/news/d068306ca044e29792b4ef059c7b9df6","width":"1125","height":"2804"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981128229","isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9981036026,"gmtCreate":1666338694965,"gmtModify":1676537743703,"author":{"id":"4122791157647932","authorId":"4122791157647932","name":"Mr_KennyG","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122791157647932","authorIdStr":"4122791157647932"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>AMC will fly to the moon 😁","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>AMC will fly to the moon 😁","text":"$AMC Entertainment(AMC)$AMC will fly to the moon 😁","images":[{"img":"https://community-static.tradeup.com/news/2125c0a397e367ec24685ba6e544c4d7","width":"1125","height":"2804"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981036026","isVote":1,"tweetType":1,"viewCount":1729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9981038270,"gmtCreate":1666338484990,"gmtModify":1676537743687,"author":{"id":"4122791157647932","authorId":"4122791157647932","name":"Mr_KennyG","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122791157647932","authorIdStr":"4122791157647932"},"themes":[],"htmlText":"Ok, let's see after the upcoming fed rate hike","listText":"Ok, let's see after the upcoming fed rate hike","text":"Ok, let's see after the upcoming fed rate hike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981038270","repostId":"1169635104","repostType":4,"repost":{"id":"1169635104","kind":"news","pubTimestamp":1666336620,"share":"https://ttm.financial/m/news/1169635104?lang=&edition=fundamental","pubTime":"2022-10-21 15:17","market":"us","language":"en","title":"Tesla: Buy The Dip - A Contrarian View On Q3","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635104","media":"Seeking Alpha","summary":"SummaryTesla stock is down 6.25% after the company reported slightly worse-than-expected Q3 results.","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla stock is down 6.25% after the company reported slightly worse-than-expected Q3 results.</li><li>I am not convinced that the move is reasonable, or sustainable.</li><li>Firstly, investors should consider that Q3 delivery numbers - which were presented a few weeks earlier - indicated already a challenging environment.</li><li>Secondly, Tesla&#39;s Q3 results were actually not that bad with automotive revenues jumping by 28% quarter over quarter, and 56% year over year.</li><li>Thirdly, Tesla is clearly still a high-growth company. So, trading TSLA shares based on one quarter might not be the best strategy for (long-term) investors.</li></ul><h3>Thesis</h3><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock is down 6.25% (after-hours trading reference) after the company reported slightly worse-than-expected Q3 results. But I am not convinced that the move is reasonable or sustainable.</p><p>Firstly, investors should consider that Q3 delivery numbers - which were presented a few weeks earlier - indicated already a challenging environment. And the respective headwinds have arguably been priced in, given that the stock is down by about 20% since the news. Accordingly, the stock price reaction following Q3 seems more like a mechanical response to headlines, than to changes in fundamental value.</p><p>Secondly, Tesla&#39;s Q3 results were actually not that bad, with automotive revenues jumping by 28% quarter over quarter.</p><p>Thirdly, Tesla is clearly still a high-growth company. So, trading TSLA shares based on one quarter might not be the best strategy for (long-term) investors.</p><p>Following my previous analysis that Tesla&#39;s fair implied value per share should be around $367, I remain &#39;Buy&#39; rated and see the 6% dip as an enhanced buying opportunity.</p><h3>Tesla&#39;s Q3 Results</h3><p>Personally, I disagree with the market consensus that Tesla&#39;s Q3 results are bad. From July to end of September, Tesla generated total revenues of $18.69 billion, which compares to $12.06 billion one year prior, and to $14.6 billion in Q2 2022. Thus, Tesla managed to increase revenues by 55% year over year and 28% quarter over quarter. What other company can post such results amidst a clearly slowing global economy?</p><p>Net income attributable to shareholders surged 103% year over year to $3.29 billion for the September quarter ($0.95/share). Free cash flow jumped even more, by $148%. I can&#39;t stress enough that these excellent numbers should be put in relation to the current macro environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de8fbd3d4d76ba840c7552495efd617d\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 presentation</span></p><p>Moreover, investors should note that Tesla&#39;s growth is high-quality growth, driven by (1) increased volume, (2) higher average selling prices, and (3) non-OEM manufacturing business initiatives. Meanwhile, FX headwinds are estimated to have impacted the business by $250 million in Q3.</p><h3>Growth Outlook Remains Bright</h3><p>Tesla&#39;s growth outlook clearly remains strong: In the Q3 earnings presentation, the company confirmed that over a &#39;multi-year period&#39;, growth is estimated to touch 50% CAGR. Moreover, Tesla continues to affirm that growth challenges remain exclusively related to supply constraints, naming &#39;equipment capacity, factory uptime, operational efficiency, and supply chain stability&#39; as the key factors for continued high-growth.</p><p>During the analyst call, Musk said:</p><blockquote>I can&#39;t emphasise enough we have excellent demand and we expect to sell every car we can make as far in the future as we can see.</blockquote><p>Tesla clearly also has the cash to fund expansion. By end of the September quarter, Tesla had $21.1 billion of cash and cash equivalents (including short-term investments), and generated about $3.3 billion of free cash flow during the quarter.</p><p>The EV maker also said that &#39;Tesla Semi&#39; is expected to deliver first units by end of December 2022 and industrialization for the &#39;Cybertruck&#39; is &#39;making progress&#39;.</p><h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26fc3cf7e705d2413681402277f922a8\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 presentation</span></p>Buybacks On The Horizon?</h3><p>Going into Q3 earnings, some analysts speculated that Tesla could soon announce a share-buyback program - the company&#39;s first effort to distribute value back to shareholders. In the analyst call, Musk confirmed that the company &#39;generally believes a buyback makes sense&#39; and commented that a buyback program in the range between $5 billion and $10 billion could be likely, even if conditions worsen going into Q3. However, nothing official has been announced yet.</p><h3>Thoughts On Valuation</h3><p>Tesla is clearly trading at a premium valuation - this is no secret. Post Q3, the carmaker is valued at a x8 EV/Sales and x46 EV/EBIT. This implies a valuation premium of about x2 - x3 to the S&amp;P 500 (SPY).</p><p>But accounting for Tesla&#39;s future outlook, an analyst could argue that the valuation premium is justified. With regard to growth, Tesla is clearly outperforming peers and the broad market. But also profitability is strong, despite the growth expensing: Tesla&#39;s operating profitability is almost double the respective metric for peers and now also higher than the respective metric for the S&amp;P 500. Moreover, Tesla&#39;s metrics are still up trending, supported by higher production efficiency and software related profits:</p><p>while we continue to execute on innovations to reduce the cost of manufacturing an operations, over time, we expect our hardware related profits to be accompanied with an acceleration of software related profits.</p><p><img src=\"https://static.tigerbbs.com/b26f12a7c9bce7001733d1c89090a5b6\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/>Personally, I see no reason to change the long-term business outlook for Tesla post-Q3. And accordingly, I continue to believe that Tesla should be valued at about $367/share - with clear upside skew for the sensitivity analysis. My base case remains anchored on 10 million car unit sales by 2030, an ASP of $65,000, a 15.5% net margin, and 20% of software sales as a percentage of car sales revenues.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a525bc43fbbd45ac4d5bcb8c7c36ad3\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><span>Author&#39;s Assumptions and Calculations</span></p><ul><li>Upside case $980/share +325% gain</li><li>Downside case $96/share -70% loss</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f30716f2e05143de616e48c5a4ad97d\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/><span>Author&#39;s Assumptions and Calculations</span></p><p>Risks</p><p>As I see it, there has been no major risk-updated since I last covered Tesla stock. Thus, I would like to highlight what I have written before:</p><p>Although Tesla has proven to be more resilient than what investors thought, both in relation to a challenging macro-economy and fading risk-sentiment, I believe the major risk for Tesla stock remains that a worsening macroeconomic backdrop will pressure investors risk-sentiment to such a degree that Tesla stock&#39;s growth multiples compress. Or in other words, investors should acknowledge that much of Tesla&#39;s share price performance remains driven by general sentiment towards stocks (Tesla&#39;s beta vs the S&amp;P 500 (SPX) is about 1.7). Accordingly, investors should be prepared to stomach volatility, even though Tesla&#39;s fundamental outlook remains unchanged.</p><p>Personally, I do not believe that increasing competition in the race for electrification will influence the demand for Tesla -- like &#34;other&#34; smart phone makers do not influence the demand for iPhones. The increased competition could, however, exacerbate Tesla&#39;s supply challenges, as more competition chases for a limited supply of raw materials and key manufacturing components.</p><h3>Conclusion</h3><p>Tesla stock is down by about 50% YTD (including post-Q3 after-hours trading), and I don&#39;t deny that some of the price depreciation has been necessary to give investors an improved risk/reward setup. But personally, I do not see how the 6.25% sell-off post Q3 is a value trade. In my opinion, it looks more like a mechanical response to negative news headlines surrounding Tesla&#39;s Q3 results.</p><p>But personally, I do not think Tesla&#39;s Q3 results were bad. And I surely do not see any change in the long-term outlook for Musk&#39;s ambitions with the EV maker. Accordingly, I view the &#39;dip&#39; as an enhanced investment opportunity and reiterate my &#39;Buy&#39; rating on TSLA stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Buy The Dip - A Contrarian View On Q3</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: Buy The Dip - A Contrarian View On Q3\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 15:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547775-tesla-buy-the-dip-q3-contrarian-view><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla stock is down 6.25% after the company reported slightly worse-than-expected Q3 results.I am not convinced that the move is reasonable, or sustainable.Firstly, investors should consider ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547775-tesla-buy-the-dip-q3-contrarian-view\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4547775-tesla-buy-the-dip-q3-contrarian-view","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635104","content_text":"SummaryTesla stock is down 6.25% after the company reported slightly worse-than-expected Q3 results.I am not convinced that the move is reasonable, or sustainable.Firstly, investors should consider that Q3 delivery numbers - which were presented a few weeks earlier - indicated already a challenging environment.Secondly, Tesla's Q3 results were actually not that bad with automotive revenues jumping by 28% quarter over quarter, and 56% year over year.Thirdly, Tesla is clearly still a high-growth company. So, trading TSLA shares based on one quarter might not be the best strategy for (long-term) investors.ThesisTesla stock is down 6.25% (after-hours trading reference) after the company reported slightly worse-than-expected Q3 results. But I am not convinced that the move is reasonable or sustainable.Firstly, investors should consider that Q3 delivery numbers - which were presented a few weeks earlier - indicated already a challenging environment. And the respective headwinds have arguably been priced in, given that the stock is down by about 20% since the news. Accordingly, the stock price reaction following Q3 seems more like a mechanical response to headlines, than to changes in fundamental value.Secondly, Tesla's Q3 results were actually not that bad, with automotive revenues jumping by 28% quarter over quarter.Thirdly, Tesla is clearly still a high-growth company. So, trading TSLA shares based on one quarter might not be the best strategy for (long-term) investors.Following my previous analysis that Tesla's fair implied value per share should be around $367, I remain 'Buy' rated and see the 6% dip as an enhanced buying opportunity.Tesla's Q3 ResultsPersonally, I disagree with the market consensus that Tesla's Q3 results are bad. From July to end of September, Tesla generated total revenues of $18.69 billion, which compares to $12.06 billion one year prior, and to $14.6 billion in Q2 2022. Thus, Tesla managed to increase revenues by 55% year over year and 28% quarter over quarter. What other company can post such results amidst a clearly slowing global economy?Net income attributable to shareholders surged 103% year over year to $3.29 billion for the September quarter ($0.95/share). Free cash flow jumped even more, by $148%. I can't stress enough that these excellent numbers should be put in relation to the current macro environment.Tesla Q3 presentationMoreover, investors should note that Tesla's growth is high-quality growth, driven by (1) increased volume, (2) higher average selling prices, and (3) non-OEM manufacturing business initiatives. Meanwhile, FX headwinds are estimated to have impacted the business by $250 million in Q3.Growth Outlook Remains BrightTesla's growth outlook clearly remains strong: In the Q3 earnings presentation, the company confirmed that over a 'multi-year period', growth is estimated to touch 50% CAGR. Moreover, Tesla continues to affirm that growth challenges remain exclusively related to supply constraints, naming 'equipment capacity, factory uptime, operational efficiency, and supply chain stability' as the key factors for continued high-growth.During the analyst call, Musk said:I can't emphasise enough we have excellent demand and we expect to sell every car we can make as far in the future as we can see.Tesla clearly also has the cash to fund expansion. By end of the September quarter, Tesla had $21.1 billion of cash and cash equivalents (including short-term investments), and generated about $3.3 billion of free cash flow during the quarter.The EV maker also said that 'Tesla Semi' is expected to deliver first units by end of December 2022 and industrialization for the 'Cybertruck' is 'making progress'.Tesla Q3 presentationBuybacks On The Horizon?Going into Q3 earnings, some analysts speculated that Tesla could soon announce a share-buyback program - the company's first effort to distribute value back to shareholders. In the analyst call, Musk confirmed that the company 'generally believes a buyback makes sense' and commented that a buyback program in the range between $5 billion and $10 billion could be likely, even if conditions worsen going into Q3. However, nothing official has been announced yet.Thoughts On ValuationTesla is clearly trading at a premium valuation - this is no secret. Post Q3, the carmaker is valued at a x8 EV/Sales and x46 EV/EBIT. This implies a valuation premium of about x2 - x3 to the S&P 500 (SPY).But accounting for Tesla's future outlook, an analyst could argue that the valuation premium is justified. With regard to growth, Tesla is clearly outperforming peers and the broad market. But also profitability is strong, despite the growth expensing: Tesla's operating profitability is almost double the respective metric for peers and now also higher than the respective metric for the S&P 500. Moreover, Tesla's metrics are still up trending, supported by higher production efficiency and software related profits:while we continue to execute on innovations to reduce the cost of manufacturing an operations, over time, we expect our hardware related profits to be accompanied with an acceleration of software related profits.Personally, I see no reason to change the long-term business outlook for Tesla post-Q3. And accordingly, I continue to believe that Tesla should be valued at about $367/share - with clear upside skew for the sensitivity analysis. My base case remains anchored on 10 million car unit sales by 2030, an ASP of $65,000, a 15.5% net margin, and 20% of software sales as a percentage of car sales revenues.Author's Assumptions and CalculationsUpside case $980/share +325% gainDownside case $96/share -70% lossAuthor's Assumptions and CalculationsRisksAs I see it, there has been no major risk-updated since I last covered Tesla stock. Thus, I would like to highlight what I have written before:Although Tesla has proven to be more resilient than what investors thought, both in relation to a challenging macro-economy and fading risk-sentiment, I believe the major risk for Tesla stock remains that a worsening macroeconomic backdrop will pressure investors risk-sentiment to such a degree that Tesla stock's growth multiples compress. Or in other words, investors should acknowledge that much of Tesla's share price performance remains driven by general sentiment towards stocks (Tesla's beta vs the S&P 500 (SPX) is about 1.7). Accordingly, investors should be prepared to stomach volatility, even though Tesla's fundamental outlook remains unchanged.Personally, I do not believe that increasing competition in the race for electrification will influence the demand for Tesla -- like \"other\" smart phone makers do not influence the demand for iPhones. The increased competition could, however, exacerbate Tesla's supply challenges, as more competition chases for a limited supply of raw materials and key manufacturing components.ConclusionTesla stock is down by about 50% YTD (including post-Q3 after-hours trading), and I don't deny that some of the price depreciation has been necessary to give investors an improved risk/reward setup. But personally, I do not see how the 6.25% sell-off post Q3 is a value trade. In my opinion, it looks more like a mechanical response to negative news headlines surrounding Tesla's Q3 results.But personally, I do not think Tesla's Q3 results were bad. And I surely do not see any change in the long-term outlook for Musk's ambitions with the EV maker. Accordingly, I view the 'dip' as an enhanced investment opportunity and reiterate my 'Buy' rating on TSLA stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993443824,"gmtCreate":1660722173070,"gmtModify":1676536386947,"author":{"id":"4122791157647932","authorId":"4122791157647932","name":"Mr_KennyG","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4122791157647932","authorIdStr":"4122791157647932"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a>View on NASDAQ(.IXIC)BullishBearish","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a>View on NASDAQ(.IXIC)BullishBearish","text":"$NASDAQ(.IXIC)$View on NASDAQ(.IXIC)BullishBearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993443824","isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000696","authorId":"9000000000000696","name":"BarbaraWillard","avatar":"https://static.tigerbbs.com/af002b44e35ebf40cafbbaf194de9c06","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000696","authorIdStr":"9000000000000696"},"content":"A little afraid to buy stocks during this time.","text":"A little afraid to buy stocks during this time.","html":"A little afraid to buy stocks during this time."},{"author":{"id":"9000000000000712","authorId":"9000000000000712","name":"AndreaClarissa","avatar":"https://static.tigerbbs.com/9cf11fbf7e9cf7863269c430ae07d7c9","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000712","authorIdStr":"9000000000000712"},"content":"NASDAQ index will rise a little later.","text":"NASDAQ index will rise a little later.","html":"NASDAQ index will rise a little later."}],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}