Profile - To The Moon

zinho

Posts · 3Posts · 3
Following · 0Following · 0
Followers · 0Followers · 0

- zinhozinho
  ·2024-03-22
  This fud is bullish
  Sorry, this post has been deleted
  1.21K Comment
  Like
  Share
  Report
- zinhozinho
  ·2022-11-08
  I believe in PLTR.
  Palantir Technologies: Another One In Trouble
  SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Pa
  Palantir Technologies: Another One In Trouble
  1.17K Comment
  3
  Share
  Report
- zinhozinho
  ·2022-10-14
  Zoom ONLY if there Is a new virus
  3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market
  All three companies could stage a dramatic comeback due to the dominance of key niches.
  3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market
  1.42K 1
  2
  Share
  Report

Most Discussed

{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4126875815226982","uuid":"4126875815226982","gmtCreate":1663774327369,"gmtModify":1663774327369,"name":"zinho","pinyin":"zinho","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":2,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","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":"2025.06.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2025.06.03","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":"2022.11.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"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":286991877238976,"gmtCreate":1711088808854,"gmtModify":1711090223773,"author":{"id":"4126875815226982","authorId":"4126875815226982","name":"zinho","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126875815226982","idStr":"4126875815226982"},"themes":[],"htmlText":"This fud is bullish","listText":"This fud is bullish","text":"This fud is bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286991877238976","repostId":"2421887868","repostType":2,"isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987232200,"gmtCreate":1667916049800,"gmtModify":1676537984053,"author":{"id":"4126875815226982","authorId":"4126875815226982","name":"zinho","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126875815226982","idStr":"4126875815226982"},"themes":[],"htmlText":"I believe in PLTR.","listText":"I believe in PLTR.","text":"I believe in PLTR.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987232200","repostId":"1188013809","repostType":2,"repost":{"id":"1188013809","kind":"news","pubTimestamp":1667921719,"share":"https://ttm.financial/m/news/1188013809?lang=&edition=fundamental","pubTime":"2022-11-08 23:35","market":"us","language":"en","title":"Palantir Technologies: Another One In Trouble","url":"https://stock-news.laohu8.com/highlight/detail?id=1188013809","media":"Seeking Alpha","summary":"SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Pa","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.</li><li>However, Palantir&#39;s Q4 YoY revenue growth is expected to slow to 16%.</li><li>This seems quite aggressive compared to management&#39;s goal of growing Palantir into a $4.5-billion business by 2025.</li><li>As usual, Palantir profitability remains non-existent thanks to the wildly generous stock-based compensation that dilutes shareholder interest.</li><li>Avoid Palantir stock at all costs.</li></ul><p><b>Palantir Q3 results and Q4 outlook were both in line with expectations</b></p><p>Palantir Technologies Inc. (NYSE:PLTR)reported 3Q22revenue of $478 million (+22% YoY), which beat $474 million consensus, while adjusted operating margin of 17% also compared favorably against 11.7% consensus. In Q3, total contract value increased to $1.3 billion and customer count grew 66% YoY. Despite the slower 23% YoY growth in U.S. government revenue, U.S. commercial revenue grew 53% YoY, while the commercial client base increased 124% YoY to 132 customers. Adjusted free cash flow (AFCF) was $37 million in Q3 for an adjusted FCF margin of 7.7%. Management was proud to highlight that this was the 8th consecutive quarter of positive AFCF.</p><p><img src=\"https://static.tigerbbs.com/151320348f53f214f03305b0df96ffa7\" tg-width=\"873\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/></p><p>ConsensusGuru</p><p>For Q4, management expects revenue of $504 million at the midpoint (+16% YoY) vs. $506 million consensus. This includes a $5 million FX impact, which seems rather minimal compared to most tech companies that derive a substantial portion of revenues from overseas. Palantir&#39;s revenue is largely U.S.-based, hence it is relatively safe from FX headwinds. Q4 adj. operating income is expected to be $79 million at the midpoint, implying an adj. EBIT margin of 15.7% vs. 12.4% consensus.</p><p>While most companies are either reducing outlooks or not providing forward guidance, Palantir actually reiterated its full year 2022 revenue guidance of $1.9 billion, including a small $6 million impact from FX headwinds. On the surface, nothing that Palantir said was out of the ordinary, as Q3 results and Q4 outlook were mostly in-line with expectations.</p><p><b>But why doesn&#39;t the market care?</b></p><p>Shares of Palantir are down 11% despite the company just delivered everything the Street asked for. Why is this happening? The first issue is that investors are uncertain as to how to value the stock given top-line growth is expected to moderate to 16% in Q4 from 22%/26%/31% in Q3/Q2/Q1. Remember that one year ago, Palantir was a company growing its quarterly revenue at well over 40% YoY in an environment where GAAP (growth at any price) was the dominant theme for the investment community. This is no longer the case as the Fed has said many times that rates will stay high until inflation drops to the 2% policy target.</p><p>The recent post-earnings price action (-18%) from another high flyer like Cloudflare, Inc. (NET) has also introduced a spillover effect on many fast-growing yet unprofitable names like Palantir. When earnings are non-existent, there&#39;s really no way of judging the potential price levels at which markets will find valuation support when top-line growth slows down.</p><p>This is where Palantir&#39;s history of zero (or negative) profitability becomes a major problem, as the company has struggled to make money over the past 19 years. While management talked about terms like adjusted operating margin and free cash flow, these figures appear positive only because management wants analysts to add back a list of financial shenanigans. Stock-based compensation (SBC) is the magic number that could make the company &#34;profitable.&#34;</p><p><img src=\"https://static.tigerbbs.com/16e0caa3f6a7da73bf0d90d4b55b7fda\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p>Company data</p><p>In the first 9 months of 2022, Palantir&#39;s reported an actual loss from operations of $143 million (-10% EBIT margin) and net loss of over $400 million (-29% net margin). However, if we simply add back the $450 million in stock-based compensation plus the associated payroll taxes, Palantir is suddenly profitable, with an adjusted operating income of $306 million (22% adj. EBIT margin). Evidently, markets are done with this trick, and it doesn&#39;t require much for investors to understand that SBC is arguably the best way to dilute their financial interest in any business.</p><p><b>What to do with the stock?</b></p><p>Avoid Palantir at all costs. I maintain my Sell rating following my last article published in September. This is a structurally unprofitable business that will do investors more harm than good despite how massive the TAM (total addressable market) may be. The company offers mission-critical software for the U.S. government and corporations in the private sector, but at the end of the day, investors are unlikely to get excited if these activities cannot be carried out at a profit. Let&#39;s also not forget that the CEO&#39;s ambition is to reach $4.5 billion in revenue by 2025, implying a 33% CAGR for Palantir in the next 3 years after 2022.</p><p>With Palantir growth decelerating to just 16% in 4Q22 and potential uncertainty in federal spending in 2023, it&#39;ll be a painful process when expectations receive further adjustments to come in line with reality.</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>Palantir Technologies: Another One In Trouble</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\">\nPalantir Technologies: Another One In Trouble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Palantir's Q4 YoY revenue growth is expected to slow to 16%.This seems quite aggressive compared to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4554332-palantir-technologies-another-one-in-trouble","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188013809","content_text":"SummaryPalantir Technologies Inc. beat Q3 estimates and reiterated 2022 revenue guidance.However, Palantir's Q4 YoY revenue growth is expected to slow to 16%.This seems quite aggressive compared to management's goal of growing Palantir into a $4.5-billion business by 2025.As usual, Palantir profitability remains non-existent thanks to the wildly generous stock-based compensation that dilutes shareholder interest.Avoid Palantir stock at all costs.Palantir Q3 results and Q4 outlook were both in line with expectationsPalantir Technologies Inc. (NYSE:PLTR)reported 3Q22revenue of $478 million (+22% YoY), which beat $474 million consensus, while adjusted operating margin of 17% also compared favorably against 11.7% consensus. In Q3, total contract value increased to $1.3 billion and customer count grew 66% YoY. Despite the slower 23% YoY growth in U.S. government revenue, U.S. commercial revenue grew 53% YoY, while the commercial client base increased 124% YoY to 132 customers. Adjusted free cash flow (AFCF) was $37 million in Q3 for an adjusted FCF margin of 7.7%. Management was proud to highlight that this was the 8th consecutive quarter of positive AFCF.ConsensusGuruFor Q4, management expects revenue of $504 million at the midpoint (+16% YoY) vs. $506 million consensus. This includes a $5 million FX impact, which seems rather minimal compared to most tech companies that derive a substantial portion of revenues from overseas. Palantir's revenue is largely U.S.-based, hence it is relatively safe from FX headwinds. Q4 adj. operating income is expected to be $79 million at the midpoint, implying an adj. EBIT margin of 15.7% vs. 12.4% consensus.While most companies are either reducing outlooks or not providing forward guidance, Palantir actually reiterated its full year 2022 revenue guidance of $1.9 billion, including a small $6 million impact from FX headwinds. On the surface, nothing that Palantir said was out of the ordinary, as Q3 results and Q4 outlook were mostly in-line with expectations.But why doesn't the market care?Shares of Palantir are down 11% despite the company just delivered everything the Street asked for. Why is this happening? The first issue is that investors are uncertain as to how to value the stock given top-line growth is expected to moderate to 16% in Q4 from 22%/26%/31% in Q3/Q2/Q1. Remember that one year ago, Palantir was a company growing its quarterly revenue at well over 40% YoY in an environment where GAAP (growth at any price) was the dominant theme for the investment community. This is no longer the case as the Fed has said many times that rates will stay high until inflation drops to the 2% policy target.The recent post-earnings price action (-18%) from another high flyer like Cloudflare, Inc. (NET) has also introduced a spillover effect on many fast-growing yet unprofitable names like Palantir. When earnings are non-existent, there's really no way of judging the potential price levels at which markets will find valuation support when top-line growth slows down.This is where Palantir's history of zero (or negative) profitability becomes a major problem, as the company has struggled to make money over the past 19 years. While management talked about terms like adjusted operating margin and free cash flow, these figures appear positive only because management wants analysts to add back a list of financial shenanigans. Stock-based compensation (SBC) is the magic number that could make the company \"profitable.\"Company dataIn the first 9 months of 2022, Palantir's reported an actual loss from operations of $143 million (-10% EBIT margin) and net loss of over $400 million (-29% net margin). However, if we simply add back the $450 million in stock-based compensation plus the associated payroll taxes, Palantir is suddenly profitable, with an adjusted operating income of $306 million (22% adj. EBIT margin). Evidently, markets are done with this trick, and it doesn't require much for investors to understand that SBC is arguably the best way to dilute their financial interest in any business.What to do with the stock?Avoid Palantir at all costs. I maintain my Sell rating following my last article published in September. This is a structurally unprofitable business that will do investors more harm than good despite how massive the TAM (total addressable market) may be. The company offers mission-critical software for the U.S. government and corporations in the private sector, but at the end of the day, investors are unlikely to get excited if these activities cannot be carried out at a profit. Let's also not forget that the CEO's ambition is to reach $4.5 billion in revenue by 2025, implying a 33% CAGR for Palantir in the next 3 years after 2022.With Palantir growth decelerating to just 16% in 4Q22 and potential uncertainty in federal spending in 2023, it'll be a painful process when expectations receive further adjustments to come in line with reality.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980298826,"gmtCreate":1665730598465,"gmtModify":1676537656861,"author":{"id":"4126875815226982","authorId":"4126875815226982","name":"zinho","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126875815226982","idStr":"4126875815226982"},"themes":[],"htmlText":"Zoom ONLY if there Is a new virus","listText":"Zoom ONLY if there Is a new virus","text":"Zoom ONLY if there Is a new virus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980298826","repostId":"2275086626","repostType":2,"repost":{"id":"2275086626","kind":"highlight","pubTimestamp":1665719467,"share":"https://ttm.financial/m/news/2275086626?lang=&edition=fundamental","pubTime":"2022-10-14 11:51","market":"us","language":"en","title":"3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2275086626","media":"Motley Fool","summary":"All three companies could stage a dramatic comeback due to the dominance of key niches.","content":"<div>\n<p>Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.She also thinks that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market</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\">\n3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.She also thinks that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","ZM":"Zoom"},"source_url":"https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275086626","content_text":"Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.She also thinks that innovation leaders will be the first stocks to emerge from this downturn. If she's correct, Roku, Zoom Video Communications, and Block are three top Ark Innovation ETF holdings that should lead the way.1. RokuTelevision is switching to streaming, and Roku has placed itself in the center of that trend. While it may appear to merely aggregate all the streaming channels on to one platform, its strength from the investor perspective is advertising. Since its site caters most strongly to advertisers, Roku gives programming providers an outlet for revenue generation as broadcast TV transitions to streaming.Cathie Wood recently gave Roku a $605 per-share price target by 2026. However, investors seem to feel differently, as they have sold Roku stock amid the bear market, which has fallen nearly 90% from its February 2021 high. Supply chain constraints regarding equipment and slowing growth in ad spending put further pressure on the stock. Roku forecast just 3% revenue growth in Q3, down from 56% in 2021.But for all the problems, Roku claims a leading 31% market share in global streaming, according to Conviva. Moreover, for the 2022-23 television season, it received over $1 billion in commitments due to deals with all seven major agency holding companies.And investors should note that revenue growth remains positive, rising 23% year over year to $1.5 billion in the first two quarters of 2022.Additionally, the 2.5 price-to-sales (P/S) ratio takes its valuation to a record low. Between that valuation and Roku's increasingly important role in television, buying Roku could become the smartest thing you ever do if it can meet Wood's price target.2. ZoomCathie Wood has stood out for her $1,500 per-share price target by 2026 on Zoom. While that could prove aggressive, Zoom has undoubtedly become the platform of choice, as it continues to claim a 74% market share of the online meeting space, according to Datanyze.And while that dominance made it a significant Cathie Wood investment, it may be the expanding ecosystem that seals the deal. In addition to Zoom Meetings, offerings such as Zoom Phone, Zoom Contact Center, Zoom Webinars, and others could increasingly coalesce to build a formidable communications ecosystem.Zoom Phone, which enables secure voice calls, benefited from record results in its latest quarter (which ended July 31), as accounts of 10,000 or more surged 112% higher year over year. Also, clients such as UCLA and Warner Bros. Discovery have adopted the Zoom Contact Center.Amid this progress, revenue continues to grow -- coming in at $2.2 billion in the first half of the year, up 10%. Also, since the company generated $723 million in free cash flow during the same period, it can continue to invest in itself regardless of interest rates.The stock has fallen nearly 90% from its 2020 high, and competition --  particularly from Microsoft -- will continue to loom large. Nonetheless, its P/S ratio of five is at a record low, and if it can build on its dominance in the meeting space, Zoom has a shot at living up to Wood's expectations.3. BlockJack Dorsey has received a lot of negative reactions from taking Block (formerly known as Square) in a heavily Bitcoin-oriented direction. However, one supporter is Cathie Wood, an early backer of cryptocurrency. Now, with Block eyeing a full-fledged Bitcoin ecosystem, Block could surge much higher if conditions prove Dorsey and Wood right.Moreover, Block's Square ecosystem continues to gain popularity as a financial platform for small and medium-sized businesses in the developed world. This is especially true in the U.S., where it can serve as both a fintech company and traditional bank. Additionally, Cash App has emerged as a popular alternative to PayPal's Venmo social payments platform, growing to more than 80 million users.These ecosystems led to a gross profit for the first half of 2022 of almost $2.8 billion, surging 31% compared with the same time frame last year. Still, amid the falling price of Bitcoin and a bear market, Block's share price has fallen to 2018 levels.However, Block's valuation has also fallen to record lows. While its P/S ratio is just under two, it rises to about three if backing out the 42% of revenue derived from Bitcoin so far this year. That valuation, along with the successes of its Square and Cash App segments, could make it a buy even if one is leery about Wood's and Dorsey's predictions for Bitcoin.","news_type":1,"symbols_score_info":{"ROKU":0.9,"ZM":0.9,"SQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}