Profile - To The Moon

Nando713

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

- Nando713Nando713
  ·2023-03-03
  O
  Tesla Sold 74,402 China-Made EVs in February, up 32% Y/Y
  (Reuters) - Tesla sold 74,402 China-made electric vehicles (EV) in February, up 31.65% from a year e
  Tesla Sold 74,402 China-Made EVs in February, up 32% Y/Y
  223 Comment
  3
  Share
  Report
- Nando713Nando713
  ·2023-03-03
  .
  Alphabet Vs. Meta: Easy Choice
  SummaryMeta Platforms has outperformed the S&P 500 massively, due to cost-cutting and a growing acti
  Alphabet Vs. Meta: Easy Choice
  44 Comment
  1
  Share
  Report
- Nando713Nando713
  ·2023-03-01
  .
  Tesla’s $310 Billion Surge Sets High Bar for Elon Musk’s Master Plan
  Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk
  Tesla’s $310 Billion Surge Sets High Bar for Elon Musk’s Master Plan
  204 Comment
  14
  Share
  Report
No following yet

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":"4140669074984792","uuid":"4140669074984792","gmtCreate":1677579476404,"gmtModify":1677677835703,"name":"Nando713","pinyin":"nando713","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/d682d099de4862d2d1a894599265153d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":1,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"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":9940877991,"gmtCreate":1677843126514,"gmtModify":1677843144639,"author":{"id":"4140669074984792","authorId":"4140669074984792","name":"Nando713","avatar":"https://community-static.tradeup.com/news/d682d099de4862d2d1a894599265153d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140669074984792","authorIdStr":"4140669074984792"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940877991","repostId":"2316592581","repostType":2,"repost":{"id":"2316592581","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1677841219,"share":"https://ttm.financial/m/news/2316592581?lang=&edition=fundamental","pubTime":"2023-03-03 19:00","market":"us","language":"en","title":"Tesla Sold 74,402 China-Made EVs in February, up 32% Y/Y","url":"https://stock-news.laohu8.com/highlight/detail?id=2316592581","media":"Reuters","summary":"(Reuters) - Tesla sold 74,402 China-made electric vehicles (EV) in February, up 31.65% from a year e","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> sold 74,402 China-made electric vehicles (EV) in February, up 31.65% from a year earlier, China Passenger Car Association (CPCA) data showed on Friday.</p><p>That was up 12.6% from January, when the U.S. electric car maker delivered 66,051 China-made Model 3 and Model Y electric cars.</p><p>Rival BYD with its Dynasty and Ocean series of EVs and hybrids sold 191,664 vehicles last month, CPCA data showed.</p><p>Tesla had planned to run its Shanghai plant at an average weekly output rate of 20,000 units in February and March after price cuts it made in early January stoked demand.</p><p>But the latest weekly data showed its retail sales in China were still running short of the pace seen in the fourth quarter, indicating the bump from discounted prices in its biggest overseas market is waning.</p><p>Tesla&#39;s market share in China&#39;s new energy vehicle sector, which includes both pure electric and plug-in hybrid cars, slid to 9% in February from 10% a year earlier, according to data from China Merchants Bank International.</p><p>BYD&#39;s market share increased to 37% from 27%.</p><p>As competition intensifies, Tesla aims to increase its exports and expand into new markets to digest output from its factory in Shanghai.</p><p>It has started delivering cars to Thailand and set up its first Supercharger station in there in February.</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 Sold 74,402 China-Made EVs in February, up 32% Y/Y</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 Sold 74,402 China-Made EVs in February, up 32% Y/Y\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-03 19:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> sold 74,402 China-made electric vehicles (EV) in February, up 31.65% from a year earlier, China Passenger Car Association (CPCA) data showed on Friday.</p><p>That was up 12.6% from January, when the U.S. electric car maker delivered 66,051 China-made Model 3 and Model Y electric cars.</p><p>Rival BYD with its Dynasty and Ocean series of EVs and hybrids sold 191,664 vehicles last month, CPCA data showed.</p><p>Tesla had planned to run its Shanghai plant at an average weekly output rate of 20,000 units in February and March after price cuts it made in early January stoked demand.</p><p>But the latest weekly data showed its retail sales in China were still running short of the pace seen in the fourth quarter, indicating the bump from discounted prices in its biggest overseas market is waning.</p><p>Tesla&#39;s market share in China&#39;s new energy vehicle sector, which includes both pure electric and plug-in hybrid cars, slid to 9% in February from 10% a year earlier, according to data from China Merchants Bank International.</p><p>BYD&#39;s market share increased to 37% from 27%.</p><p>As competition intensifies, Tesla aims to increase its exports and expand into new markets to digest output from its factory in Shanghai.</p><p>It has started delivering cars to Thailand and set up its first Supercharger station in there in February.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316592581","content_text":"(Reuters) - Tesla sold 74,402 China-made electric vehicles (EV) in February, up 31.65% from a year earlier, China Passenger Car Association (CPCA) data showed on Friday.That was up 12.6% from January, when the U.S. electric car maker delivered 66,051 China-made Model 3 and Model Y electric cars.Rival BYD with its Dynasty and Ocean series of EVs and hybrids sold 191,664 vehicles last month, CPCA data showed.Tesla had planned to run its Shanghai plant at an average weekly output rate of 20,000 units in February and March after price cuts it made in early January stoked demand.But the latest weekly data showed its retail sales in China were still running short of the pace seen in the fourth quarter, indicating the bump from discounted prices in its biggest overseas market is waning.Tesla's market share in China's new energy vehicle sector, which includes both pure electric and plug-in hybrid cars, slid to 9% in February from 10% a year earlier, according to data from China Merchants Bank International.BYD's market share increased to 37% from 27%.As competition intensifies, Tesla aims to increase its exports and expand into new markets to digest output from its factory in Shanghai.It has started delivering cars to Thailand and set up its first Supercharger station in there in February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940823817,"gmtCreate":1677818850239,"gmtModify":1677820368975,"author":{"id":"4140669074984792","authorId":"4140669074984792","name":"Nando713","avatar":"https://community-static.tradeup.com/news/d682d099de4862d2d1a894599265153d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140669074984792","authorIdStr":"4140669074984792"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940823817","repostId":"1100717186","repostType":2,"repost":{"id":"1100717186","pubTimestamp":1677815433,"share":"https://ttm.financial/m/news/1100717186?lang=&edition=fundamental","pubTime":"2023-03-03 11:50","market":"us","language":"en","title":"Alphabet Vs. Meta: Easy Choice","url":"https://stock-news.laohu8.com/highlight/detail?id=1100717186","media":"Seeking Alpha","summary":"SummaryMeta Platforms has outperformed the S&P 500 massively, due to cost-cutting and a growing acti","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta Platforms has outperformed the S&amp;P 500 massively, due to cost-cutting and a growing activity on the family of apps.</li><li>Alphabet got hit badly and is underperforming, due to the release of ChatGPT.</li><li>There is one clear winner, which is ready to dominate the next decade.</li></ul><p><img src=\"https://static.tigerbbs.com/d8851cdcaf4628db333dd0adb34c58a0\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>At the end of last year, I wrote an article for both Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms (NASDAQ:META) with respectively a Strong Buy and a Buy rating. Since then, both companies have been prioritizing onefficiency and trying to scale back on their over hired employees. Yet, Meta has been way more efficient and quicker in scaling back. In Q4, Meta had already decreased their headcount, while Alphabet on the other hand was still growing headcount. Meta&#39;s actions got rewarded immensely and outperformed the S&amp;P 500 by more than 60% sincemy last article. AlthoughAlphabetsaw a decent recovery from January&#39;s lows, ChatGPT threw the stock under the bus.</p><p><img src=\"https://static.tigerbbs.com/9eb06e3ad53413dde935c83510495b01\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><h2>Fundamentals Create Price Action</h2><p>One of the most important things in investing is revisiting your thesis, especially after a large move in stock price, change in fundamentalsor additional risks. Therefore, Alphabet and Meta both need a re-evaluation as respectively an additional risk has joined the Chat and a substantial rise in stock price happened.</p><p>Interestingly, Meta&#39;s price-to-earnings ratio has risen at a fast pace from 10 to 20 over the last months and has rejoined Alphabet. Both are now priced evenly, which makes it easier to decide which one we prefer to own.</p><p><img src=\"https://static.tigerbbs.com/6acbc02ae7e70e420b9161a2db83f4ff\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>The advertising market has seen some hiccups, as a result the profit margin of the two giants has decreased significantly. It is notable that Alphabet has held up better in profitability compared to Meta and is still really close to the average profit margin of the last 10 years.</p><p><img src=\"https://static.tigerbbs.com/727b948cbce84fea74a876f405edbdc6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>Back in November, Meta&#39;s free cash flow yield was at a stunningly 8.58% and extremely discounted towards the other big tech names. Now the story has turned upside down, Alphabet is dominating free cash flow yield over all of big tech.</p><p><img src=\"https://static.tigerbbs.com/1bd6711bc1edca06e17f63ebde17abad\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><h2>Risk Vs. Reward</h2><p><b>Meta</b> won back bullish investor sentiment by cutting costs and by not losing attention of their strong core business. The stock was absurdly low priced compared to the cash cow it is. In Q4, the company showed investors it can keep growing the family of apps monthly active people. Although in America and Europe growth is stagnant, emerging countries in Asia (Vietnam, India,...) and South-America should not be forgotten. Lot of those countries have yet to see a digitalization boom.</p><p>However, as value investors, the stock price is much less interesting, than it was in November. The fundamentals are now closer to fair value and spending is high in an unprofitable metaverse business. At this point, the outcome of the metaverse spending has become increasingly more important to take in mind. Therefore, the risk vs reward balance is now relatively neutral for me.</p><p>On the other hand, <b>Alphabet</b> got a possible new competitor in the search engine battle. Microsoft is after market share with a combined engine of Bing and ChatGPT. ChatGPT is the brand new AI, that seems to know all answers and can bring it to you in a conversational interaction. People were in love on first sight. Nevertheless, Investors of Alphabet were not so happy. The stock price took some serious hits, which makes it interesting for value investors, since so far the fundamentals haven&#39;t changed.</p><p>It is good to know that this is not the first time, that Bing aka Microsoft has tried to get into the search engine competition.Partnershipswith Yahoo! and Facebook did not make it successful and Google kept a powerful position.</p><p>Next to that Investors seem to forget the investments Alphabet has done over the past years. Alphabet was one of thefirst companies to invest in AI. Back in 2014, the company spent $10 million on Dark Blue Labs &amp; Vision Factory, which is now integrated in DeepMind. Further, Alphabet has its own conversational AI bot namedLaMDA, which is built on the Transformer neural network architecture. Transformer was invented by Google Research and has also helped building ChatGPT. Google gains more data than any other company and should easily replicate ChatGPT withBard(based on LaMDA).</p><h2>Takeaway</h2><p>For me, Alphabet is the clear choice to invest my money right now. I have trimmed my Meta position by 50% on the 3th of February. On the other hand, I have been buying more shares of Alphabet. Currently, I hold a 10.3% allocation in Alphabet and 2.3% allocation in Meta.</p><p>Alphabet offers me less risks and similar if not better rewards going forward. The company is not behind in the AI game and has a strong position going forward. Of course, it will always be difficult to stay on top of the game, nonetheless Alphabet&#39;s investments has been in the right sectors.</p><p>The company&#39;s balance sheet is sitting on $113 billion in cash and short term investments. This gives more than enough options for future investments and buying back shares at these prices. In addition,two notable investors, Li Lu and Seth Klarman have increased their stake in Alphabet by respectively 168% and 190%. The PE of 20 is rather low compared to the average of the last years, so the bearish sentiment offers a great opportunity in one of the strongest moat businesses in the world.</p><p>I remain my Strong Buy rating for Alphabet and downgrade Meta to a Hold.</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>Alphabet Vs. Meta: Easy Choice</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\">\nAlphabet Vs. Meta: Easy Choice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-03 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583761-alphabet-vs-meta-easy-choice><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms has outperformed the S&P 500 massively, due to cost-cutting and a growing activity on the family of apps.Alphabet got hit badly and is underperforming, due to the release of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4583761-alphabet-vs-meta-easy-choice\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4583761-alphabet-vs-meta-easy-choice","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1100717186","content_text":"SummaryMeta Platforms has outperformed the S&P 500 massively, due to cost-cutting and a growing activity on the family of apps.Alphabet got hit badly and is underperforming, due to the release of ChatGPT.There is one clear winner, which is ready to dominate the next decade.At the end of last year, I wrote an article for both Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms (NASDAQ:META) with respectively a Strong Buy and a Buy rating. Since then, both companies have been prioritizing onefficiency and trying to scale back on their over hired employees. Yet, Meta has been way more efficient and quicker in scaling back. In Q4, Meta had already decreased their headcount, while Alphabet on the other hand was still growing headcount. Meta's actions got rewarded immensely and outperformed the S&P 500 by more than 60% sincemy last article. AlthoughAlphabetsaw a decent recovery from January's lows, ChatGPT threw the stock under the bus.Data byYChartsFundamentals Create Price ActionOne of the most important things in investing is revisiting your thesis, especially after a large move in stock price, change in fundamentalsor additional risks. Therefore, Alphabet and Meta both need a re-evaluation as respectively an additional risk has joined the Chat and a substantial rise in stock price happened.Interestingly, Meta's price-to-earnings ratio has risen at a fast pace from 10 to 20 over the last months and has rejoined Alphabet. Both are now priced evenly, which makes it easier to decide which one we prefer to own.Data byYChartsThe advertising market has seen some hiccups, as a result the profit margin of the two giants has decreased significantly. It is notable that Alphabet has held up better in profitability compared to Meta and is still really close to the average profit margin of the last 10 years.Data byYChartsBack in November, Meta's free cash flow yield was at a stunningly 8.58% and extremely discounted towards the other big tech names. Now the story has turned upside down, Alphabet is dominating free cash flow yield over all of big tech.Data byYChartsRisk Vs. RewardMeta won back bullish investor sentiment by cutting costs and by not losing attention of their strong core business. The stock was absurdly low priced compared to the cash cow it is. In Q4, the company showed investors it can keep growing the family of apps monthly active people. Although in America and Europe growth is stagnant, emerging countries in Asia (Vietnam, India,...) and South-America should not be forgotten. Lot of those countries have yet to see a digitalization boom.However, as value investors, the stock price is much less interesting, than it was in November. The fundamentals are now closer to fair value and spending is high in an unprofitable metaverse business. At this point, the outcome of the metaverse spending has become increasingly more important to take in mind. Therefore, the risk vs reward balance is now relatively neutral for me.On the other hand, Alphabet got a possible new competitor in the search engine battle. Microsoft is after market share with a combined engine of Bing and ChatGPT. ChatGPT is the brand new AI, that seems to know all answers and can bring it to you in a conversational interaction. People were in love on first sight. Nevertheless, Investors of Alphabet were not so happy. The stock price took some serious hits, which makes it interesting for value investors, since so far the fundamentals haven't changed.It is good to know that this is not the first time, that Bing aka Microsoft has tried to get into the search engine competition.Partnershipswith Yahoo! and Facebook did not make it successful and Google kept a powerful position.Next to that Investors seem to forget the investments Alphabet has done over the past years. Alphabet was one of thefirst companies to invest in AI. Back in 2014, the company spent $10 million on Dark Blue Labs & Vision Factory, which is now integrated in DeepMind. Further, Alphabet has its own conversational AI bot namedLaMDA, which is built on the Transformer neural network architecture. Transformer was invented by Google Research and has also helped building ChatGPT. Google gains more data than any other company and should easily replicate ChatGPT withBard(based on LaMDA).TakeawayFor me, Alphabet is the clear choice to invest my money right now. I have trimmed my Meta position by 50% on the 3th of February. On the other hand, I have been buying more shares of Alphabet. Currently, I hold a 10.3% allocation in Alphabet and 2.3% allocation in Meta.Alphabet offers me less risks and similar if not better rewards going forward. The company is not behind in the AI game and has a strong position going forward. Of course, it will always be difficult to stay on top of the game, nonetheless Alphabet's investments has been in the right sectors.The company's balance sheet is sitting on $113 billion in cash and short term investments. This gives more than enough options for future investments and buying back shares at these prices. In addition,two notable investors, Li Lu and Seth Klarman have increased their stake in Alphabet by respectively 168% and 190%. The PE of 20 is rather low compared to the average of the last years, so the bearish sentiment offers a great opportunity in one of the strongest moat businesses in the world.I remain my Strong Buy rating for Alphabet and downgrade Meta to a Hold.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940306630,"gmtCreate":1677677527721,"gmtModify":1677677895377,"author":{"id":"4140669074984792","authorId":"4140669074984792","name":"Nando713","avatar":"https://community-static.tradeup.com/news/d682d099de4862d2d1a894599265153d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4140669074984792","authorIdStr":"4140669074984792"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940306630","repostId":"1188469018","repostType":2,"repost":{"id":"1188469018","pubTimestamp":1677684099,"share":"https://ttm.financial/m/news/1188469018?lang=&edition=fundamental","pubTime":"2023-03-01 23:21","market":"us","language":"en","title":"Tesla’s $310 Billion Surge Sets High Bar for Elon Musk’s Master Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1188469018","media":"Bloomberg","summary":"Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk","content":"<html><head></head><body><p>Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk is thrilling fans about a brighter future.</p><p>The chief executive officer has shaken off a forgettable 2022 of slower expansion and Twitter diversion by slashing prices and scheduling another showcase of Tesla’s outlook for the next few years. The moves have worked, at least for the time being. Demand picked back up after Tesla discounted models across its lineup by as much as 20%, and the Musk faithful are frenzied about the master plan he’ll deliver Wednesday at the company’s factory in Austin, Texas.</p><p>Tesla shares have soared from the two-year low they plumbed in early January, adding roughly $310 billion of market value and returning Musk to the top of the Bloomberg Billionaires Index. Never mind that the CEO has warned he may sacrifice profits for volume, or that the company hasn’t accomplished most of what was in his last blueprint of Tesla’s prospects.</p><p>Prophesizing the next move of a man who, in the last day and a half, has posted about fentanyl crossing the US border, ending the war in Ukraine, Berkshire Hathaway being “high on Coke” and humans occupying the moon, is a fool’s errand. Nevertheless, here’s a preview of what’s to come:</p><h3>Master Plan Part Trois</h3><p>Musk has spent at least 11 months crafting his third Tesla manifesto. The first effectively introduced the company to the world way back in 2006, and part deux was the CEO’s best attempt at justifying an acquisition he later regretted. In the latter plan, he teased a solar roof product that’s been a disappointment, and self-driving capability and robotaxis that remain elusive.</p><p>For his next promulgation, Musk will detail “the path to a fully sustainable energy future for Earth.” While he predicted back in 2019 that Tesla’s energy business will match or exceed the size of its car business eventually, the company has derived 88% of its revenue from automotive operations each of the last two years.</p><h3><img src=\"https://static.tigerbbs.com/e5034e856a8b9899f55bce5019af702f\" tg-width=\"730\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/>A Cheaper Tesla</h3><p>Musk said more than two years ago that battery innovations Tesla was working on would enable the company to make a $25,000 electric vehicle.</p><p>This seems to have been somewhat of an on-again, off-again pursuit. The CEO told investors in January 2022 that the company wasn’t working on the car, then said nine months later that a next-generation platform that will cost roughly half what the Model 3 does to build was “the primary focus of our new-vehicle development team.”</p><p>The earliest Tesla may be able to produce a model off this platform in volume is 2025, Toni Sacconaghi, a Bernstein analyst with the equivalent of a sell rating on the stock, wrote in a Feb. 22 report. The company launched the Roadster, Model S, Model X and Semi behind schedule, and it has yet to deliver the Cybertruck unveiled more than three years ago.</p><p>Musk joked last week that Tesla specializes in “making the impossible merely late.”</p><h3>Batteries</h3><p>Another ambition Musk has had trouble following through with is producing batteries in-house.</p><p>Tesla has long wanted to supplement supply from the likes of Japan’s Panasonic and China’s CATL with its own cells that are 46 millimeters in diameter and 80 millimeters long — hence, they’re often referred to as 4680s.</p><p>Ramping up output of its own thicker, more voluminous cells will be key to supporting higher production of both EVs and energy products. The latter include Powerwall battery systems for home energy storage and the Megapack for commercial customers.</p><p>Laying out plans to scale the battery business also could mean Musk fleshes out more of his strategy for sourcing raw materials. The CEO has already confirmed plans to refine lithium in Texas, and Tesla has been mulling a takeover of miner Sigma Lithium, Bloomberg reported last month.</p><h3>Autonomy</h3><p>Musk wrote in 2016 that all Teslas were about to have the hardware necessary to navigate streets on their own. The company has since changed the equipment in its cars multiple times, requiring retrofits that Musk said would be free, then charged $1,000 to carry out. Tesla pivoted from using radar years after the CEO said such sensors may have prevented a fatal crash, and now may use them again.</p><p>Recently, Musk has been teasing a dedicated robotaxi, casting doubt on whether models already on the road will ever be able to autonomously pick up passengers and earn their owners $30,000 a year, as he claimed back in 2019.</p><p><img src=\"https://static.tigerbbs.com/7f6db6e838045b0a95b3cc297ad1684b\" tg-width=\"800\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/>In January, Musk said Tesla is planning several more hardware iterations and will cease retrofits, risking the wrath of customers who’ve paid as much as $15,000 for what the company calls Full Self-Driving, or FSD. Tesla’s rollout of that feature — which supports drivers who are responsible for operating their car at all times — is on pause due to a recall of almost 363,000 vehicles.</p><p>Musk will want to choose his words carefully if he decides to broach this subject at another investor day. The US Justice Department has asked Tesla for documents related to Tesla’s Autopilot and FSD features, and Bloomberg has reported the Securities and Exchange Commission is investigating his role in shaping the company’s self-driving car claims.</p><h3>Factories</h3><p>Tesla has four car factories — in California, Texas, China and Germany — that it’s said have the capacity to make more than 1.9 million vehicles a year. Musk set a moonshot goal to sell 20 million EVs a year by the end of the decade, which would require a whole lot more plants.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/256e074da91540434f37b966dedb19be\" tg-width=\"800\" tg-height=\"615\" referrerpolicy=\"no-referrer\"/><span>Tesla Model Ys at the automaker&#39;s factory outside Berlin.</span></p><p>Tesla has started pilot production of Semi trucks in Nevada at the battery factory it’s expanding as part of a $3.6 billion investment announced in January. On Tuesday, Mexico President President Andres Manuel Lopez Obrador said the company will build a new plant in Monterrey.</p><p>Indonesia President Joko Widodo and members of his administration also have said they’ve been in talks with Tesla about the carmaker constructing a factory in the Southeast Asian nation home to key battery metals.</p><h3>All in the Family</h3><p>Musk tweeted a year ago that his third master plan would include some details about two of his other companies, SpaceX and The Boring Company.</p><p>Though there’s not a whole lot of overlap between making electric cars and launching rockets, there could be opportunities for Tesla’s cars and charging stations to leverage SpaceX’s satellite internet service Starlink. The Boring Company uses Teslas in its Las Vegas tunnels.</p><p>While Musk has mused about creating a parent corporation for Tesla and SpaceX going back at least a decade, he cautioned last year that creating one would be tricky because of the differences in the investor bases of his various businesses. A week later, he set up a trio of holding companies as part of his bid to acquire Twitter.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s $310 Billion Surge Sets High Bar for Elon Musk’s Master Plan</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’s $310 Billion Surge Sets High Bar for Elon Musk’s Master Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-01/tesla-stock-raises-bar-for-elon-musk-s-master-plan-investor-day?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk is thrilling fans about a brighter future.The chief executive officer has shaken off a forgettable ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-01/tesla-stock-raises-bar-for-elon-musk-s-master-plan-investor-day?srnd=premium-asia\">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://www.bloomberg.com/news/articles/2023-03-01/tesla-stock-raises-bar-for-elon-musk-s-master-plan-investor-day?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188469018","content_text":"Tesla’s stock tends to do well when the electric-car maker is growing like gangbusters and Elon Musk is thrilling fans about a brighter future.The chief executive officer has shaken off a forgettable 2022 of slower expansion and Twitter diversion by slashing prices and scheduling another showcase of Tesla’s outlook for the next few years. The moves have worked, at least for the time being. Demand picked back up after Tesla discounted models across its lineup by as much as 20%, and the Musk faithful are frenzied about the master plan he’ll deliver Wednesday at the company’s factory in Austin, Texas.Tesla shares have soared from the two-year low they plumbed in early January, adding roughly $310 billion of market value and returning Musk to the top of the Bloomberg Billionaires Index. Never mind that the CEO has warned he may sacrifice profits for volume, or that the company hasn’t accomplished most of what was in his last blueprint of Tesla’s prospects.Prophesizing the next move of a man who, in the last day and a half, has posted about fentanyl crossing the US border, ending the war in Ukraine, Berkshire Hathaway being “high on Coke” and humans occupying the moon, is a fool’s errand. Nevertheless, here’s a preview of what’s to come:Master Plan Part TroisMusk has spent at least 11 months crafting his third Tesla manifesto. The first effectively introduced the company to the world way back in 2006, and part deux was the CEO’s best attempt at justifying an acquisition he later regretted. In the latter plan, he teased a solar roof product that’s been a disappointment, and self-driving capability and robotaxis that remain elusive.For his next promulgation, Musk will detail “the path to a fully sustainable energy future for Earth.” While he predicted back in 2019 that Tesla’s energy business will match or exceed the size of its car business eventually, the company has derived 88% of its revenue from automotive operations each of the last two years.A Cheaper TeslaMusk said more than two years ago that battery innovations Tesla was working on would enable the company to make a $25,000 electric vehicle.This seems to have been somewhat of an on-again, off-again pursuit. The CEO told investors in January 2022 that the company wasn’t working on the car, then said nine months later that a next-generation platform that will cost roughly half what the Model 3 does to build was “the primary focus of our new-vehicle development team.”The earliest Tesla may be able to produce a model off this platform in volume is 2025, Toni Sacconaghi, a Bernstein analyst with the equivalent of a sell rating on the stock, wrote in a Feb. 22 report. The company launched the Roadster, Model S, Model X and Semi behind schedule, and it has yet to deliver the Cybertruck unveiled more than three years ago.Musk joked last week that Tesla specializes in “making the impossible merely late.”BatteriesAnother ambition Musk has had trouble following through with is producing batteries in-house.Tesla has long wanted to supplement supply from the likes of Japan’s Panasonic and China’s CATL with its own cells that are 46 millimeters in diameter and 80 millimeters long — hence, they’re often referred to as 4680s.Ramping up output of its own thicker, more voluminous cells will be key to supporting higher production of both EVs and energy products. The latter include Powerwall battery systems for home energy storage and the Megapack for commercial customers.Laying out plans to scale the battery business also could mean Musk fleshes out more of his strategy for sourcing raw materials. The CEO has already confirmed plans to refine lithium in Texas, and Tesla has been mulling a takeover of miner Sigma Lithium, Bloomberg reported last month.AutonomyMusk wrote in 2016 that all Teslas were about to have the hardware necessary to navigate streets on their own. The company has since changed the equipment in its cars multiple times, requiring retrofits that Musk said would be free, then charged $1,000 to carry out. Tesla pivoted from using radar years after the CEO said such sensors may have prevented a fatal crash, and now may use them again.Recently, Musk has been teasing a dedicated robotaxi, casting doubt on whether models already on the road will ever be able to autonomously pick up passengers and earn their owners $30,000 a year, as he claimed back in 2019.In January, Musk said Tesla is planning several more hardware iterations and will cease retrofits, risking the wrath of customers who’ve paid as much as $15,000 for what the company calls Full Self-Driving, or FSD. Tesla’s rollout of that feature — which supports drivers who are responsible for operating their car at all times — is on pause due to a recall of almost 363,000 vehicles.Musk will want to choose his words carefully if he decides to broach this subject at another investor day. The US Justice Department has asked Tesla for documents related to Tesla’s Autopilot and FSD features, and Bloomberg has reported the Securities and Exchange Commission is investigating his role in shaping the company’s self-driving car claims.FactoriesTesla has four car factories — in California, Texas, China and Germany — that it’s said have the capacity to make more than 1.9 million vehicles a year. Musk set a moonshot goal to sell 20 million EVs a year by the end of the decade, which would require a whole lot more plants.Tesla Model Ys at the automaker's factory outside Berlin.Tesla has started pilot production of Semi trucks in Nevada at the battery factory it’s expanding as part of a $3.6 billion investment announced in January. On Tuesday, Mexico President President Andres Manuel Lopez Obrador said the company will build a new plant in Monterrey.Indonesia President Joko Widodo and members of his administration also have said they’ve been in talks with Tesla about the carmaker constructing a factory in the Southeast Asian nation home to key battery metals.All in the FamilyMusk tweeted a year ago that his third master plan would include some details about two of his other companies, SpaceX and The Boring Company.Though there’s not a whole lot of overlap between making electric cars and launching rockets, there could be opportunities for Tesla’s cars and charging stations to leverage SpaceX’s satellite internet service Starlink. The Boring Company uses Teslas in its Las Vegas tunnels.While Musk has mused about creating a parent corporation for Tesla and SpaceX going back at least a decade, he cautioned last year that creating one would be tricky because of the differences in the investor bases of his various businesses. A week later, he set up a trio of holding companies as part of his bid to acquire Twitter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}