W00000 personal page - To The Moon

W00000

W00000

No personal profile

433Follow

55Followers

2Topic

0Badge

01-12

He's Tim Cook, how dare you...

Apple CEO Tim Cook's 2024 Pay Rises 18% to $74.6M

2024-07-09

Guess the winner，Earn Tiger Coins

Find out more here:Guess the winner，Earn Tiger Coins Join the Guessing Game , find high-yield Sharers! Win up to 50000 Tiger Coins.

Guess the winner，Earn Tiger Coins

2024-07-08

TIGER ROARS, DECADES SOAR.

Find out more here:TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!

TIGER ROARS, DECADES SOAR.

2024-07-08

TIGER ROARS, DECADES SOAR.

Find out more here:TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!

TIGER ROARS, DECADES SOAR.

2024-07-08

TIGER ROARS, DECADES SOAR.

Find out more here:TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!

TIGER ROARS, DECADES SOAR.

2024-01-21

$Marathon Digital Holdings Inc(MARA)$ [Cry]

2024-01-02

MSFT, a stable investment and almost guaranteed to grow over time.

Microsoft: Worth Holding Onto For Long-Term Investors

2023-12-12

.n

@koolgal:It's Bargain Hunting Time For Chinese EV Stocks!

2023-12-10

I am an advocate of YOLO. It makes me feel alive. Bought 50k worth of UPST and LSPD call options in Sept 2021 at their peak prices. lost it all in 1 year..... [Cry] [Cry] [Cry]... am so alive right now... [Cry] [Cry] [Cry]

2023-07-17

Nice.

@JC888:Invest In Indian Stocks Instead Of Chinese Now?

2023-05-21

Great ariticle, would you like to share it?

@TigerPicks:$SHOP: Can the Rally Last as Revenue Beats & Logistics Business is Sold?

2023-05-21

Niceeeeee

@OptionsTutor:Put bull spreads and application introduction

2022-12-05

$Peloton Interactive, Inc.(PTON)$ Revenue looks good. But are they looking at how to improve their negative operating income?

2022-12-01

How many of us still uses Facebook personally? 😕

Meta Could See A 300% Upside In The Next 5 Years?

2022-11-30

So, is Sam still rich?

Bankman-Fried Says Collateral Crashed by $51 Billion as FTX Fell

2022-11-11

👍

Sorry, the original content has been removed

2022-11-01

💪💪💪

US STOCKS-Wall Street Ends Strong Month on Weaker Note; Focus on Fed Meeting

2022-10-16

$Semiconductor Bull 3X Shares(SOXL)$

2022-10-16

Nice

Alibaba Q3: Time To Consider An Option Play

2022-10-15

$Semiconductor Bull 3X Shares(SOXL)$

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3574506496286723","uuid":"3574506496286723","gmtCreate":1611412472784,"gmtModify":1623289996695,"name":"W00000","pinyin":"w00000","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","hatId":"ca_profile_frame_Lm11L6","hatName":"","vip":1,"status":2,"fanSize":55,"headSize":433,"tweetSize":120,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.22%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","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":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"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":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":7,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":391792694567088,"gmtCreate":1736658564672,"gmtModify":1736660373839,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"He's Tim Cook, how dare you...","listText":"He's Tim Cook, how dare you...","text":"He's Tim Cook, how dare you...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391792694567088","repostId":"2502431568","repostType":2,"repost":{"id":"2502431568","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1736645747,"share":"https://ttm.financial/m/news/2502431568?lang=&edition=fundamental","pubTime":"2025-01-12 09:35","market":"sh","language":"en","title":"Apple CEO Tim Cook's 2024 Pay Rises 18% to $74.6M","url":"https://stock-news.laohu8.com/highlight/detail?id=2502431568","media":"Dow Jones","summary":"Apple Chief Executive Tim Cook made more than $74.6 million in 2024, a bump from the previous year.Cook's base salary of $3 million has remained unchanged in the past three years, but his total compensation increased 18% in 2023, the technology giant said in a proxy statement Friday.Cook earned $58.1 million in stock awards, $12 million in non-equity incentive plan compensation and $1.5 million in other compensation.Apple's compensation committee decided to increase the target value of Cook's equity award to $50 million from $40 million because Cook's 2023 pay would have been near the low end compared with benchmark data about peer CEOs' pay, the company said in the filing.Senior vice presidents Luca Maestri, Kate Adams and Deirdre O'Brien all received the exact same total compensation of $27,179,257. Chief Operating Officer Jeff Williams, meanwhile, received a slightly smaller pay package; his total compensation was listed as $27,177,812.","content":"<html><head></head><body><p>Apple Chief Executive Tim Cook made more than $74.6 million in 2024, a bump from the previous year.</p><p>Cook&#39;s base salary of $3 million has remained unchanged in the past three years, but his total compensation increased 18% in 2023, the technology giant said in a proxy statement Friday.</p><p>Cook earned $58.1 million in stock awards, $12 million in non-equity incentive plan compensation and $1.5 million in other compensation.</p><p>Apple&#39;s compensation committee decided to increase the target value of Cook&#39;s equity award to $50 million from $40 million because Cook&#39;s 2023 pay would have been near the low end compared with benchmark data about peer CEOs&#39; pay, the company said in the filing.</p><p>Senior vice presidents Luca Maestri, Kate Adams and Deirdre O&#39;Brien all received the exact same total compensation of $27,179,257. Chief Operating Officer Jeff Williams, meanwhile, received a slightly smaller pay package; his total compensation was listed as $27,177,812.</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>Apple CEO Tim Cook's 2024 Pay Rises 18% to $74.6M</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple CEO Tim Cook's 2024 Pay Rises 18% to $74.6M\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-12 09:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple Chief Executive Tim Cook made more than $74.6 million in 2024, a bump from the previous year.</p><p>Cook&#39;s base salary of $3 million has remained unchanged in the past three years, but his total compensation increased 18% in 2023, the technology giant said in a proxy statement Friday.</p><p>Cook earned $58.1 million in stock awards, $12 million in non-equity incentive plan compensation and $1.5 million in other compensation.</p><p>Apple&#39;s compensation committee decided to increase the target value of Cook&#39;s equity award to $50 million from $40 million because Cook&#39;s 2023 pay would have been near the low end compared with benchmark data about peer CEOs&#39; pay, the company said in the filing.</p><p>Senior vice presidents Luca Maestri, Kate Adams and Deirdre O&#39;Brien all received the exact same total compensation of $27,179,257. Chief Operating Officer Jeff Williams, meanwhile, received a slightly smaller pay package; his total compensation was listed as $27,177,812.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4592":"伊斯兰概念","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0528227936.USD":"富达环球人口趋势基金A-ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","TIMB":"TIM","LU0238689110.USD":"贝莱德环球动力股票基金","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout USD","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","MACW.SI":"APPLE 3xLongSG261006","LU1046421795.USD":"富达环球科技A-ACC","LU0861579265.USD":"联博低波幅策略股票基金A","AAPL":"苹果","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2502431568","content_text":"Apple Chief Executive Tim Cook made more than $74.6 million in 2024, a bump from the previous year.Cook's base salary of $3 million has remained unchanged in the past three years, but his total compensation increased 18% in 2023, the technology giant said in a proxy statement Friday.Cook earned $58.1 million in stock awards, $12 million in non-equity incentive plan compensation and $1.5 million in other compensation.Apple's compensation committee decided to increase the target value of Cook's equity award to $50 million from $40 million because Cook's 2023 pay would have been near the low end compared with benchmark data about peer CEOs' pay, the company said in the filing.Senior vice presidents Luca Maestri, Kate Adams and Deirdre O'Brien all received the exact same total compensation of $27,179,257. Chief Operating Officer Jeff Williams, meanwhile, received a slightly smaller pay package; his total compensation was listed as $27,177,812.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325455423688776,"gmtCreate":1720485957630,"gmtModify":1720689053096,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here:<a href=\"https://tigr.link/8Yy0e7\">Guess the winner，Earn Tiger Coins</a> Join the Guessing Game , find high-yield Sharers! Win up to 50000 Tiger Coins.","listText":"Find out more here:<a href=\"https://tigr.link/8Yy0e7\">Guess the winner，Earn Tiger Coins</a> Join the Guessing Game , find high-yield Sharers! Win up to 50000 Tiger Coins.","text":"Find out more here:Guess the winner，Earn Tiger Coins Join the Guessing Game , find high-yield Sharers! Win up to 50000 Tiger Coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325455423688776","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":325239174107216,"gmtCreate":1720433306284,"gmtModify":1720433416087,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here:<a href=\"https://tigr.link/8XDUFE\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","listText":"Find out more here:<a href=\"https://tigr.link/8XDUFE\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","text":"Find out more here:TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325239174107216","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325238603702336,"gmtCreate":1720433283361,"gmtModify":1720433412664,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here:<a href=\"https://tigr.link/8Xpj2p\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","listText":"Find out more here:<a href=\"https://tigr.link/8Xpj2p\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","text":"Find out more here:TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325238603702336","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325237774028976,"gmtCreate":1720433258346,"gmtModify":1720433407599,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here:<a href=\"https://tigr.link/8XpixY\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","listText":"Find out more here:<a href=\"https://tigr.link/8XpixY\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","text":"Find out more here:TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325237774028976","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265283539407032,"gmtCreate":1705790723899,"gmtModify":1705790728829,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a>&nbsp;[Cry]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$ </a>&nbsp;[Cry]&nbsp;&nbsp;","text":"$Marathon Digital Holdings Inc(MARA)$ [Cry]","images":[{"img":"https://community-static.tradeup.com/news/045efc52cc549ed9c381bb55cd176952","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265283539407032","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":258664328007752,"gmtCreate":1704184366107,"gmtModify":1704184370075,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"MSFT, a stable investment&nbsp;and almost guaranteed to grow over time.","listText":"MSFT, a stable investment&nbsp;and almost guaranteed to grow over time.","text":"MSFT, a stable investment and almost guaranteed to grow over time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258664328007752","repostId":"2400083651","repostType":2,"repost":{"id":"2400083651","kind":"highlight","pubTimestamp":1704184200,"share":"https://ttm.financial/m/news/2400083651?lang=&edition=fundamental","pubTime":"2024-01-02 16:30","market":"us","language":"en","title":"Microsoft: Worth Holding Onto For Long-Term Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2400083651","media":"Seeking Alpha","summary":"Microsoft's presence in enterprise software and cloud services is strengthening, with potential to attract new customers and adjust pricing for offerings.Office 365 and Teams are providing stability a","content":"<html><head></head><body><ul style=\"\"><li><p>Microsoft&#39;s presence in enterprise software and cloud services is strengthening, with potential to attract new customers and adjust pricing for offerings.</p></li><li><p>Office 365 and Teams are providing stability and growth, with potential for steady sales growth and increased adoption by front-line workers.</p></li><li><p>MSFT&#39;s stock is trading at a high range of its historical PE, however, I believe that the stock&#39;s premium is justified.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e7a48b4f54daec26b887a2b32bec444\" alt=\"David Becker\" title=\"David Becker\" tg-width=\"750\" tg-height=\"499\"/><span>David Becker</span></p><h2 id=\"id_474972024\">Investment Thesis</h2><p>Microsoft Corporation’s (NASDAQ:MSFT) presence in enterprise software and cloud services has strengthened, and the company may be able to recoup its increased spending on generative AI technology by attracting new customers and adjusting pricing for its offerings. MSFT’s 2024 sales-growth estimates are trending upward, which I expect to continue into 2025 driven partly by a rebound in cloud growth and monetization of various AI copilots. Although the stock is currently trading at the higher end of its three-year range, I remain optimistic on the company&#39;s growth prospects and assign a buy rating to the stock.</p><h2 id=\"id_581221434\">Q1 2024 Review and Outlook</h2><p>Microsoft reported significant improvements during Q1 2024, with revenue beating across the three major segments, highlighted by Azure reaccelerating to 28% in cc, and beating the high end of the guide. Microsoft Azure&#39;s fiscal 1Q24 expansion was about 200 bps ahead of consensus, with AI workloads contributing about 300 bps to the growth rate. This metric is encouraging for Microsoft&#39;s cloud growth over the next 12 months, even as the guidance of 26-27% indicates a slight deceleration from 1Q24, which I attribute to conservatism amid rising geopolitical tensions globally. The company provided guidance for 2Q24, with top-line guidance coming in mostly in-line with consensus expectations for PBP and IC, and notably higher for MPC, mostly driven by Activision. Also, profitability came in better than expected for both gross margins and operating margins, with the company taking a prudent approach to spending in the coming fiscal year and still a relatively easy y/y comp in Q2.</p><p>Microsoft is not only incorporating generative AI into its Azure cloud services but also across its various software applications. The company has introduced AI assistants called Copilot to enhance productivity for its users. Despite the rising costs associated with increased AI usage, Microsoft expects to maintain a flat operating margin for the year and believes that the investments in AI will lead to higher revenues in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ec1ec4f7b32de61a6949260bab640\" alt=\"Gartner\" title=\"Gartner\" tg-width=\"975\" tg-height=\"563\"/><span>Gartner</span></p><h2 id=\"id_644636208\">Office 365 Provides Cushion In a Challenging Environment</h2><p>Microsoft&#39;s M365, which encompasses most of its productivity software from Office (Excel, Word, etc.) to Outlook, is emerging as a far more stable and dependable source of growth, while other key areas like cloud and PC sales have slowed in the past 12 months. Microsoft&#39;s Office suite plays a crucial role in the company&#39;s financial stability, especially when other business segments are affected by geopolitical and economic challenges. The introduction of enhanced security features in Microsoft&#39;s premium E5 suite, priced at $57 per month per user, is expected to motivate enterprises to upgrade from the E3 suite, priced at $36 per month. I anticipate that sales growth for Office products and cloud services will continue at a low-double-digit rate over the next two years, regardless of the economic conditions. Currently, less than 15% of the total Office user base is using the premium E5 suite, indicating a potential for steady growth over several years.</p><p>The segment represents about 23% of Microsoft&#39;s total sales, and I expect it to experience modest double-digit sales growth in the next year. This growth will be supported by various factors, including recent price increases, including for the company&#39;s Copilot generative AI, which can assist with cloud usage and appeals to customers looking to control expenses.</p><h2 id=\"id_1090169480\">Teams Adoption Remains A Catalyst</h2><p>Microsoft&#39;s collaboration tool, Teams, has expanded its reach by making its software accessible to front-line workers such as retail employees and factory staff who traditionally didn&#39;t use Microsoft Office. The company has introduced the Microsoft 365 F3 suite, tailored for front-line workers, priced at $8 per user per month. Microsoft’s bundling of various offerings has been a key driver of this growth. Usage of teams among corporations have continued to increase, with 91% of the Fortune 100 companies using Microsoft Teams for collaborations. Moreover, corporations have started to build custom applications using Teams as a communications tool, which I anticipate will make Teams a stickier product, as it will then make it a product with high switching costs.</p><h2 id=\"id_160047838\">Valuation</h2><p>The consensus estimates for Microsoft Azure&#39;s sales for FY 2024 have risen following strong first-quarter results, driven by increased AI workloads and some stabilization in clients managing the overall cloud spending. In the first quarter, Microsoft&#39;s operating margins expanded by approximately 470 basis points, driven by improved gross margins and effective cost management. This indicates that the company can handle the higher processing costs associated with AI workloads as the year progresses. I expect the pace of hiring to remain modest, despite the potential for higher organic sales growth. Additionally, the acquisition of Activision may temporarily impact operating margins. However, I anticipate that this impact will be offset by rigorous cost control measures.</p><p>Microsoft&#39;s stock is up 57% YTD. The forward 12-month P/E ratio now stands at 33.2x, compared to around 24x at the same time last year. The multiple is also at a premium to its tech comps that include AMZN, ADBE, INTU, and META. MSFT’s premium multiple is justified in my view given the company’s relatively stickier &amp; more recurring enterprise software revenue streams as well as long-term upside revenue potential being unlocked by AI capabilities; and materially less exposure to advertising, eCommerce, compared to the peer group.</p><p>While MSFT’s current multiple is slightly above the three-year median of 29.3x, it falls within the range of 20-35.x over the past three year. I expect margins and earnings growth to improve in 2025, especially once the financials of the Activision acquisition complete a full year. Moreover, MSFT continues to benefit significantly from increased enterprise spending on generative AI, which could potentially drive sales growth even higher than what the market currently expects. Hence, I remain positive on the company and assign a buy rating to the stock.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fb14c1b7a3c4e948d208a98ce46393a\" alt=\"Capital IQ\" title=\"Capital IQ\" tg-width=\"624\" tg-height=\"369\"/><span>Capital IQ</span></p><h2 id=\"id_1991294079\">Investment Risks</h2><p>There are several downside risks to investing in Microsoft at the moment. Microsoft&#39;s AI practices and copyright policies might face substantial regulatory and media scrutiny due to the company&#39;s significant investment in OpenAI and recent European Union regulations. Stricter regulations around AI might be a hindrance to the company&#39;s progress in AI, which may fizzle the hype around the stock. Moreover, increased competition, particularly from major tech giants like Google, Facebook, and Amazon, and the possibility of margin compression due to investments in Azure and OpenAI are also additional risks that the stock faces.</p><h2 id=\"id_3610889039\">Conclusion</h2><p>I remain optimistic on Microsoft, due to the ongoing growth opportunities in substantial IT spending categories, the potential to capitalize further on its strong presence in various markets, and a robust financial profile characterized by consistent margin expansion. Microsoft&#39;s stock is currently trading at the higher end of its range, I believe the premium is justified due to the company&#39;s early leadership in AI and its dominant position in a competitive market, which is especially advantageous in the current economic climate. Hence, I remain optimistic on the company and assign a buy rating to the stock.</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>Microsoft: Worth Holding Onto For Long-Term Investors</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\">\nMicrosoft: Worth Holding Onto For Long-Term Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-02 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4660676-microsoft-stock-worth-holding-onto-long-term-investors><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft's presence in enterprise software and cloud services is strengthening, with potential to attract new customers and adjust pricing for offerings.Office 365 and Teams are providing stability ...</p>\n\n<a href=\"https://seekingalpha.com/article/4660676-microsoft-stock-worth-holding-onto-long-term-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4528":"SaaS概念","BK4516":"特朗普概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4592":"伊斯兰概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4576":"AR","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4566":"资本集团","BK4211":"区域性银行","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4587":"ChatGPT概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4525":"远程办公概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4577":"网络游戏","BK4527":"明星科技股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4588":"碎股","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4503":"景林资产持仓","LU0080751232.USD":"富达环球多元动力基金A","MSFT":"微软","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4097":"系统软件","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU0109392836.USD":"富兰克林科技股A","LU0171293334.USD":"贝莱德英国基金A2","BK4504":"桥水持仓"},"source_url":"https://seekingalpha.com/article/4660676-microsoft-stock-worth-holding-onto-long-term-investors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2400083651","content_text":"Microsoft's presence in enterprise software and cloud services is strengthening, with potential to attract new customers and adjust pricing for offerings.Office 365 and Teams are providing stability and growth, with potential for steady sales growth and increased adoption by front-line workers.MSFT's stock is trading at a high range of its historical PE, however, I believe that the stock's premium is justified.David BeckerInvestment ThesisMicrosoft Corporation’s (NASDAQ:MSFT) presence in enterprise software and cloud services has strengthened, and the company may be able to recoup its increased spending on generative AI technology by attracting new customers and adjusting pricing for its offerings. MSFT’s 2024 sales-growth estimates are trending upward, which I expect to continue into 2025 driven partly by a rebound in cloud growth and monetization of various AI copilots. Although the stock is currently trading at the higher end of its three-year range, I remain optimistic on the company's growth prospects and assign a buy rating to the stock.Q1 2024 Review and OutlookMicrosoft reported significant improvements during Q1 2024, with revenue beating across the three major segments, highlighted by Azure reaccelerating to 28% in cc, and beating the high end of the guide. Microsoft Azure's fiscal 1Q24 expansion was about 200 bps ahead of consensus, with AI workloads contributing about 300 bps to the growth rate. This metric is encouraging for Microsoft's cloud growth over the next 12 months, even as the guidance of 26-27% indicates a slight deceleration from 1Q24, which I attribute to conservatism amid rising geopolitical tensions globally. The company provided guidance for 2Q24, with top-line guidance coming in mostly in-line with consensus expectations for PBP and IC, and notably higher for MPC, mostly driven by Activision. Also, profitability came in better than expected for both gross margins and operating margins, with the company taking a prudent approach to spending in the coming fiscal year and still a relatively easy y/y comp in Q2.Microsoft is not only incorporating generative AI into its Azure cloud services but also across its various software applications. The company has introduced AI assistants called Copilot to enhance productivity for its users. Despite the rising costs associated with increased AI usage, Microsoft expects to maintain a flat operating margin for the year and believes that the investments in AI will lead to higher revenues in the future.GartnerOffice 365 Provides Cushion In a Challenging EnvironmentMicrosoft's M365, which encompasses most of its productivity software from Office (Excel, Word, etc.) to Outlook, is emerging as a far more stable and dependable source of growth, while other key areas like cloud and PC sales have slowed in the past 12 months. Microsoft's Office suite plays a crucial role in the company's financial stability, especially when other business segments are affected by geopolitical and economic challenges. The introduction of enhanced security features in Microsoft's premium E5 suite, priced at $57 per month per user, is expected to motivate enterprises to upgrade from the E3 suite, priced at $36 per month. I anticipate that sales growth for Office products and cloud services will continue at a low-double-digit rate over the next two years, regardless of the economic conditions. Currently, less than 15% of the total Office user base is using the premium E5 suite, indicating a potential for steady growth over several years.The segment represents about 23% of Microsoft's total sales, and I expect it to experience modest double-digit sales growth in the next year. This growth will be supported by various factors, including recent price increases, including for the company's Copilot generative AI, which can assist with cloud usage and appeals to customers looking to control expenses.Teams Adoption Remains A CatalystMicrosoft's collaboration tool, Teams, has expanded its reach by making its software accessible to front-line workers such as retail employees and factory staff who traditionally didn't use Microsoft Office. The company has introduced the Microsoft 365 F3 suite, tailored for front-line workers, priced at $8 per user per month. Microsoft’s bundling of various offerings has been a key driver of this growth. Usage of teams among corporations have continued to increase, with 91% of the Fortune 100 companies using Microsoft Teams for collaborations. Moreover, corporations have started to build custom applications using Teams as a communications tool, which I anticipate will make Teams a stickier product, as it will then make it a product with high switching costs.ValuationThe consensus estimates for Microsoft Azure's sales for FY 2024 have risen following strong first-quarter results, driven by increased AI workloads and some stabilization in clients managing the overall cloud spending. In the first quarter, Microsoft's operating margins expanded by approximately 470 basis points, driven by improved gross margins and effective cost management. This indicates that the company can handle the higher processing costs associated with AI workloads as the year progresses. I expect the pace of hiring to remain modest, despite the potential for higher organic sales growth. Additionally, the acquisition of Activision may temporarily impact operating margins. However, I anticipate that this impact will be offset by rigorous cost control measures.Microsoft's stock is up 57% YTD. The forward 12-month P/E ratio now stands at 33.2x, compared to around 24x at the same time last year. The multiple is also at a premium to its tech comps that include AMZN, ADBE, INTU, and META. MSFT’s premium multiple is justified in my view given the company’s relatively stickier & more recurring enterprise software revenue streams as well as long-term upside revenue potential being unlocked by AI capabilities; and materially less exposure to advertising, eCommerce, compared to the peer group.While MSFT’s current multiple is slightly above the three-year median of 29.3x, it falls within the range of 20-35.x over the past three year. I expect margins and earnings growth to improve in 2025, especially once the financials of the Activision acquisition complete a full year. Moreover, MSFT continues to benefit significantly from increased enterprise spending on generative AI, which could potentially drive sales growth even higher than what the market currently expects. Hence, I remain positive on the company and assign a buy rating to the stock.Capital IQInvestment RisksThere are several downside risks to investing in Microsoft at the moment. Microsoft's AI practices and copyright policies might face substantial regulatory and media scrutiny due to the company's significant investment in OpenAI and recent European Union regulations. Stricter regulations around AI might be a hindrance to the company's progress in AI, which may fizzle the hype around the stock. Moreover, increased competition, particularly from major tech giants like Google, Facebook, and Amazon, and the possibility of margin compression due to investments in Azure and OpenAI are also additional risks that the stock faces.ConclusionI remain optimistic on Microsoft, due to the ongoing growth opportunities in substantial IT spending categories, the potential to capitalize further on its strong presence in various markets, and a robust financial profile characterized by consistent margin expansion. Microsoft's stock is currently trading at the higher end of its range, I believe the premium is justified due to the company's early leadership in AI and its dominant position in a competitive market, which is especially advantageous in the current economic climate. Hence, I remain optimistic on the company and assign a buy rating to the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251094075027672,"gmtCreate":1702310578992,"gmtModify":1702310585232,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":".n","listText":".n","text":".n","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251094075027672","repostId":"250456592379968","repostType":1,"repost":{"id":250456592379968,"gmtCreate":1702165726036,"gmtModify":1702192478243,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"It's Bargain Hunting Time For Chinese EV Stocks! ","htmlText":"🌟🌟🌟This week Ratings Agency Moody cut its outlook on China's credit rating to negative from stable saying that the country faces an economic slowdown.&nbsp; However other global&nbsp;ratings agencies Fitch Ratings and S&amp;P Global Ratings made no changes.&nbsp; Fitch affirmed China's A+ rating with a stable outlook in August while S&amp;P Global said on Wednesday December 6 that it has retained China's A+ rating with a stable outlook. Chinese EV stocks fell after the news of Moody's rating.&nbsp; However according to Reuters, foreign capital recorded a net inflow via the northbound trading link&nbsp;on Wednesday December 8 2023.&nbsp;&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; fell 1.4% on Friday. However Nio's share price bounce","listText":"🌟🌟🌟This week Ratings Agency Moody cut its outlook on China's credit rating to negative from stable saying that the country faces an economic slowdown.&nbsp; However other global&nbsp;ratings agencies Fitch Ratings and S&amp;P Global Ratings made no changes.&nbsp; Fitch affirmed China's A+ rating with a stable outlook in August while S&amp;P Global said on Wednesday December 6 that it has retained China's A+ rating with a stable outlook. Chinese EV stocks fell after the news of Moody's rating.&nbsp; However according to Reuters, foreign capital recorded a net inflow via the northbound trading link&nbsp;on Wednesday December 8 2023.&nbsp;&nbsp; <a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; fell 1.4% on Friday. However Nio's share price bounce","text":"🌟🌟🌟This week Ratings Agency Moody cut its outlook on China's credit rating to negative from stable saying that the country faces an economic slowdown. However other global ratings agencies Fitch Ratings and S&P Global Ratings made no changes. Fitch affirmed China's A+ rating with a stable outlook in August while S&P Global said on Wednesday December 6 that it has retained China's A+ rating with a stable outlook. Chinese EV stocks fell after the news of Moody's rating. However according to Reuters, foreign capital recorded a net inflow via the northbound trading link on Wednesday December 8 2023. $NIO Inc.(NIO)$ fell 1.4% on Friday. However Nio's share price bounce","images":[{"img":"https://community-static.tradeup.com/news/2fefe52b3e332533dbad1088fee13ced","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/b7b461c13786629ad1ba1adc12023e0e","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/b41b0650479f1a17843faf27bddb8074","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250456592379968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250530370662616,"gmtCreate":1702183696762,"gmtModify":1702183705313,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"I am an advocate of YOLO. It makes me feel alive. Bought 50k worth of UPST and LSPD call options in Sept 2021 at their peak prices. lost it all in 1 year.....&nbsp; [Cry] [Cry] [Cry]... am so alive right now... [Cry] [Cry] [Cry]","listText":"I am an advocate of YOLO. It makes me feel alive. Bought 50k worth of UPST and LSPD call options in Sept 2021 at their peak prices. lost it all in 1 year.....&nbsp; [Cry] [Cry] [Cry]... am so alive right now... [Cry] [Cry] [Cry]","text":"I am an advocate of YOLO. It makes me feel alive. Bought 50k worth of UPST and LSPD call options in Sept 2021 at their peak prices. lost it all in 1 year..... [Cry] [Cry] [Cry]... am so alive right now... [Cry] [Cry] [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/250530370662616","isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198696169709576,"gmtCreate":1689543981785,"gmtModify":1689543985460,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"Nice.&nbsp;","listText":"Nice.&nbsp;","text":"Nice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198696169709576","repostId":"186021527990448","repostType":1,"repost":{"id":186021527990448,"gmtCreate":1686454896115,"gmtModify":1686455691442,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"Invest In Indian Stocks Instead Of Chinese Now?","htmlText":"I confessed. If there is any worse time to invest in Chinese stocks, it would be&nbsp;now. Why? (1) &nbsp;Geopolitically, China has choppy relationships with several countries (descending severity): United States. Taiwan. Japan. ASEAN countries - The Philippines and Vietnam. (2) &nbsp;Domestically, after many rounds of internal bashings - home-grown MNCs have been sufficiently subdued &amp; drained of their resources (after many rounds of penalty fines) and too “weak” (owners stepped down, sidelined) to compete internationally. This is necessary (to whom i wonder) to ensure MNCs toll the line and do&nbsp;not&nbsp;have the will to revolt again. (3)&nbsp; Victim of extreme pandemic management. The fallacy of zero-infection &amp; extreme lockdown measures employment (over extended period) to","listText":"I confessed. If there is any worse time to invest in Chinese stocks, it would be&nbsp;now. Why? (1) &nbsp;Geopolitically, China has choppy relationships with several countries (descending severity): United States. Taiwan. Japan. ASEAN countries - The Philippines and Vietnam. (2) &nbsp;Domestically, after many rounds of internal bashings - home-grown MNCs have been sufficiently subdued &amp; drained of their resources (after many rounds of penalty fines) and too “weak” (owners stepped down, sidelined) to compete internationally. This is necessary (to whom i wonder) to ensure MNCs toll the line and do&nbsp;not&nbsp;have the will to revolt again. (3)&nbsp; Victim of extreme pandemic management. The fallacy of zero-infection &amp; extreme lockdown measures employment (over extended period) to","text":"I confessed. If there is any worse time to invest in Chinese stocks, it would be now. Why? (1) Geopolitically, China has choppy relationships with several countries (descending severity): United States. Taiwan. Japan. ASEAN countries - The Philippines and Vietnam. (2) Domestically, after many rounds of internal bashings - home-grown MNCs have been sufficiently subdued & drained of their resources (after many rounds of penalty fines) and too “weak” (owners stepped down, sidelined) to compete internationally. This is necessary (to whom i wonder) to ensure MNCs toll the line and do not have the will to revolt again. (3) Victim of extreme pandemic management. The fallacy of zero-infection & extreme lockdown measures employment (over extended period) to","images":[{"img":"https://community-static.tradeup.com/news/e1df68cb0609dc71cc09af7e28c2e0b5","width":"1141","height":"90"},{"img":"https://community-static.tradeup.com/news/d5d33e0b6bda95a2162f2ba55ad3735d","width":"769","height":"232"},{"img":"https://community-static.tradeup.com/news/e14b5b8c5b2d5fac03dad790fc6d440b","width":"1217","height":"290"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186021527990448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970518676,"gmtCreate":1684668907496,"gmtModify":1684668911482,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970518676","repostId":"9947470036","repostType":1,"repost":{"id":9947470036,"gmtCreate":1683549439026,"gmtModify":1683549463448,"author":{"id":"9000000000000572","authorId":"9000000000000572","name":"TigerPicks","avatar":"https://community-static.tradeup.com/news/a6d452b050ca40d986d2e3e339c5dab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000572","idStr":"9000000000000572"},"themes":[],"title":"$SHOP: Can the Rally Last as Revenue Beats & Logistics Business is Sold?","htmlText":"In today's edition, we will track the fundamental readings of long-term bullish companies in strong (TigerTrade Top 1 Gainer) concepts each week and look forward to your attention and discussion.Disclaimer:&nbsp;Capital at risk. This is not direct financial advice or a recommendation to acquire or dispose&nbsp;of any investment, but for communication only.&nbsp;Apple capped off big tech earnings with stronger-than-expected iPhone sales and $90 billion of buybacks and dividends. That helped offset regional banks freefalling, with the market focused on <a href=\"https://ttm.financial/S/PACW\">$PacWest(PACW)$</a> and <a href=\"https://ttm.financial/S/WAL\">$Western Alliance(WAL)$</a> among others. Additionally, JPMorgan Chase “rescued” First Republic Bank to start the week.&nbsp;The best-performi","listText":"In today's edition, we will track the fundamental readings of long-term bullish companies in strong (TigerTrade Top 1 Gainer) concepts each week and look forward to your attention and discussion.Disclaimer:&nbsp;Capital at risk. This is not direct financial advice or a recommendation to acquire or dispose&nbsp;of any investment, but for communication only.&nbsp;Apple capped off big tech earnings with stronger-than-expected iPhone sales and $90 billion of buybacks and dividends. That helped offset regional banks freefalling, with the market focused on <a href=\"https://ttm.financial/S/PACW\">$PacWest(PACW)$</a> and <a href=\"https://ttm.financial/S/WAL\">$Western Alliance(WAL)$</a> among others. Additionally, JPMorgan Chase “rescued” First Republic Bank to start the week.&nbsp;The best-performi","text":"In today's edition, we will track the fundamental readings of long-term bullish companies in strong (TigerTrade Top 1 Gainer) concepts each week and look forward to your attention and discussion.Disclaimer: Capital at risk. This is not direct financial advice or a recommendation to acquire or dispose of any investment, but for communication only. Apple capped off big tech earnings with stronger-than-expected iPhone sales and $90 billion of buybacks and dividends. That helped offset regional banks freefalling, with the market focused on $PacWest(PACW)$ and $Western Alliance(WAL)$ among others. Additionally, JPMorgan Chase “rescued” First Republic Bank to start the week. The best-performi","images":[{"img":"https://community-static.tradeup.com/news/fb4caf54e701e7f81a4a5e6043c613ff","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/521c23f4e9e9179a848c06a31c86fc54","width":"640","height":"329"},{"img":"https://community-static.tradeup.com/news/fabf19c52ed74115b159cdcdfd654e3a","width":"1332","height":"293"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947470036","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970518841,"gmtCreate":1684668868784,"gmtModify":1684668872469,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"Niceeeeee","listText":"Niceeeeee","text":"Niceeeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970518841","repostId":"9970253320","repostType":1,"repost":{"id":9970253320,"gmtCreate":1684502844160,"gmtModify":1684502864173,"author":{"id":"3527667670880462","authorId":"3527667670880462","name":"OptionsTutor","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667670880462","idStr":"3527667670880462"},"themes":[],"title":"Put bull spreads and application introduction","htmlText":"A bull spread consists of a buy leg and a sell leg of different strikes for the same expiration and same underlying contract.This strategy will pay off in a rising market, also known as a bull market, that is why it is referred to as a bull spread.Bull spreads can be constructed from either going long a call spread or going short a put spread.Put Bull SpreadsBull spreads can be constructed from selling a put spread. &nbsp;Selling a put allows you to collect a premium that you can keep if the underlying futures contract finishes at or above the strike price.A trader believes that the market will have a moderate rise before the options expire. If the underlying market was trading at 100, we can sell the 110-105 put spread. This would entail selling the 110 puts and buying the 105 puts which","listText":"A bull spread consists of a buy leg and a sell leg of different strikes for the same expiration and same underlying contract.This strategy will pay off in a rising market, also known as a bull market, that is why it is referred to as a bull spread.Bull spreads can be constructed from either going long a call spread or going short a put spread.Put Bull SpreadsBull spreads can be constructed from selling a put spread. &nbsp;Selling a put allows you to collect a premium that you can keep if the underlying futures contract finishes at or above the strike price.A trader believes that the market will have a moderate rise before the options expire. If the underlying market was trading at 100, we can sell the 110-105 put spread. This would entail selling the 110 puts and buying the 105 puts which","text":"A bull spread consists of a buy leg and a sell leg of different strikes for the same expiration and same underlying contract.This strategy will pay off in a rising market, also known as a bull market, that is why it is referred to as a bull spread.Bull spreads can be constructed from either going long a call spread or going short a put spread.Put Bull SpreadsBull spreads can be constructed from selling a put spread. Selling a put allows you to collect a premium that you can keep if the underlying futures contract finishes at or above the strike price.A trader believes that the market will have a moderate rise before the options expire. If the underlying market was trading at 100, we can sell the 110-105 put spread. This would entail selling the 110 puts and buying the 105 puts which","images":[{"img":"https://community-static.tradeup.com/news/2d2cc80ee6228f54f8f69273e9c44c2c","width":"1170","height":"2284"},{"img":"https://community-static.tradeup.com/news/3297b37f1659be977dd28fc66dde1e5a","width":"1862","height":"810"},{"img":"https://static.tigerbbs.com/aa81446517cfd0ec7380b28b06488a5b","width":"2724","height":"1112"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970253320","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964558946,"gmtCreate":1670193759985,"gmtModify":1676538315403,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PTON\">$Peloton Interactive, Inc.(PTON)$ </a>&nbsp;Revenue looks good. But are they looking at how to improve their negative&nbsp;operating income?&nbsp;","listText":"<a href=\"https://ttm.financial/S/PTON\">$Peloton Interactive, Inc.(PTON)$ </a>&nbsp;Revenue looks good. But are they looking at how to improve their negative&nbsp;operating income?&nbsp;","text":"$Peloton Interactive, Inc.(PTON)$ Revenue looks good. But are they looking at how to improve their negative operating income?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964558946","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965980341,"gmtCreate":1669871138884,"gmtModify":1676538260971,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"How many of us still uses Facebook personally? 😕","listText":"How many of us still uses Facebook personally? 😕","text":"How many of us still uses Facebook personally? 😕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965980341","repostId":"2287668563","repostType":4,"repost":{"id":"2287668563","kind":"highlight","pubTimestamp":1669862716,"share":"https://ttm.financial/m/news/2287668563?lang=&edition=fundamental","pubTime":"2022-12-01 10:45","market":"us","language":"en","title":"Meta Could See A 300% Upside In The Next 5 Years?","url":"https://stock-news.laohu8.com/highlight/detail?id=2287668563","media":"Seeking Alpha","summary":"SummaryMeta stock crashed in 2022 with disappointing financial results.The investments look too bad ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Meta stock crashed in 2022 with disappointing financial results.</li><li>The investments look too bad in this macro environment and FCF got annihilated.</li><li>We analyze all possible faces of the metaverse.</li><li>Messaging apps can drive revenue growth in the short to medium term.</li><li>The macro headwind will eventually become a tailwind.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9eed4c6bba567712c99eede9885fa5d2\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>It has been an extremely difficult 2022 for Meta (NASDAQ:META), marked by a series of extremely poor and disappointing quarterly data, which led the stock to lose ⅔ of its early-year price and to a price level it had not seen since 2015.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/426e8f324ecafc43f60cb391450f9dc7\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Let us try to understand and analyze the most worrying points for investors.</p><p>Investors were shocked by the accounting and financial results in the latest quarterly report.</p><p>The one that worries me most as an investor is the company&#39;s free cash flow: from $10 billion last year, to go to $200 million in free cash flow is a worrying figure, with CapEx doubling in the space of a year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60c3aaa0a97176371bfeedbd5d5fff82\" tg-width=\"1280\" tg-height=\"718\" width=\"100%\" height=\"auto\"/><span>META Q3 Investor Presentation</span></p><p>But I am not the only one concerned, given the market reaction, which led Meta to lose about 20 percent of its price following the quarterly report, but especially given the responses of Meta itself, which decided to lay off 11,000 employees, representing approximately 12.6% of the 87,314 employees recorded at the end of Q3 2022.</p><p>From a cost perspective, the turnaround was seen in conjunction with Meta&#39;s name change and increased focus on the metaverse.</p><p>For a proper initial analysis, it may be interesting to discuss what we mean by metaverse.</p><h2>The Metaverse Explained</h2><p>When speaking generically about the metaverse, Meta refers to four subcategories, each with opportunities for growth and a different stage of development.</p><h3>Social Metaverse</h3><p>The first thing we think of when we talk about the metaverse is a place for users to interact with each other using avatars representing us. In the call, it is described this way:</p><blockquote>We do is sort of the social company that&#39;s about people interacting, how you express yourself in all forms, the kind of expressive avatars, the photorealistic avatars.</blockquote><p>Giving a figure to the social metaverse addressable market is undoubtedly complex; it could contain within five years the gaming market and the social network digital advertising market, with a total TAM of more than $1.1 trillion as of 2027.</p><h3>Virtual Reality [VR]</h3><p>When we think of viewers, we often refer to VR. Virtual reality is characterized by the fact that the subject is completely immersed within a virtual world (thus not interacting with reality) and must use hardware such as motion sensors and visors to operate. A new mass-market product costing $500 is announced in the call:</p><blockquote>And there, I think that there&#39;s going to be a consumer-focused product that probably will reach very large scale, but there&#39;s also, I think, going to be a work-focused product that -- it&#39;s like you don&#39;t do most of your work on a $500 device.</blockquote><p>Thinking about the value of the gaming market, together with the expectation of the headset market, it could be a market worth over $350 billion by 2027.</p><h3>Augmented Reality [AR]</h3><p>AR, unlike VR, involves interacting with the world around us through digital information (such as QR codes). This information is overlaid on the device to create an interlaced experience in which digital information alters the user&#39;s perception of the real world.</p><p>AR can be implemented on smartphones, computers, or other tech devices and is often used in areas such as education or enhancing the customer shopping experience.</p><p>The total estimated market for this segment is $97 billion in 2028.</p><h3>Brain-Computer Interface</h3><p>It is the segment furthest behind in development time but also the most futuristic. Elon Musk&#39;s Neuralink is involved in developing these kinds of products.</p><p>From the call, we see how Meta is thinking about integrating everything into a pair of glasses, without the need for any controller or necessarily voice control:</p><blockquote>And we think by the time that you have glasses, and you&#39;re kind of walking down the street with glasses, you&#39;re not going to have controllers with that, you&#39;re not going to want to have your hands kind of like hovering in the air, and you&#39;re not always going to want to talk to the thing, even though that&#39;s going to be one way that we use them a bunch of the time.</blockquote><p>This is undoubtedly the most premature but potentially largest market, with possible adoptions of various kinds (Brain-computer interfaces could replace every aspect of our relational life with computers). Still, there are no mass products to try to draw conclusions from.</p><h2>Other Growth Drivers (Short to Medium Term)</h2><p>With such a reduction in staff, it is clear that the metaverse&#39;s ambitions for rapid growth are somewhat diminished, so it is fair to ask where Meta&#39;s short-term growth might come from. Will we be forced to see a slow decline over a series of years?</p><h3>WhatsApp And Messenger</h3><p>The two messaging apps are virtually still unused for monetization purposes by Meta. This expands the range of possible monetization within the &#34;Family of Apps&#34; (FoA) in an important way.</p><p>Specifically, according to Reuters, Zuckerberg reportedly said in a recent meeting with Meta employees:</p><blockquote>We talk a lot about the very long-term opportunities like the metaverse, but the reality is that business messaging is probably going to be the next major pillar of our business as we work to monetize WhatsApp and Messenger more.</blockquote><h3>Improving Macro Environment</h3><p>And let&#39;s not forget the macroeconomic situation. Certainly, Meta has changed its budget structure with a major revival of expenses. And equally true, macro conditions have affected Meta&#39;s revenues and are partly to blame for the company&#39;s reduced margins.</p><p>In a different macroeconomic environment, with declining inflation and more expansionary, or at least neutral, monetary policies, Meta could begin a new growth path.</p><p>Of course, in this respect, the situation in the short term remains uncertain with downside risks. (For further discussion, I recommend our latest article on the U.S. situation and the assessment of the S&amp;P 500 (SPY)).</p><h2>Costs</h2><p>The big shift in market focus has gone to costs. This has been somewhat amplified by how the market analyzes a company. If in 2020 and 2021 we saw the reckless growth of innovative companies, 2022 was the turn of free cash flow, earnings, and dividends, with markets focused on today&#39;s value versus tomorrow&#39;s value. This surely has a logical explanation related to higher interest rates, which raise the cost of capital for any company. Betting on tomorrow&#39;s revenue, giving up today&#39;s free cash flow costs much more today and will cost much more tomorrow than it did in 2021.</p><p>Hence the dual impact of Meta, with accelerated investment, R&amp;D and CapEx growth leading to reductions in operating margin and free cash flow, respectively, accompanied by stagnant sales due to current economic conditions.</p><h3>Research And Development (R&amp;D)</h3><p>A first look goes to Facebook&#39;s income statement and the huge increase in expenses booked for the current year. In particular we see that the operating margin is expected to be around 26 percent, compared to almost 40 percent in 2021. The first question must be about the structural nature of this change. Is it something we can expect to change to a return toward the previous marginality? Probably not, or at least not as long as these are the economic conditions. Let&#39;s look at how Facebook&#39;s operating marginality has actually deteriorated year after year from 2016 to the present.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/626ff78262cb032f98dd139d94111b46\" tg-width=\"1000\" tg-height=\"600\" width=\"100%\" height=\"auto\"/><span>Tikr.com</span></p><p>The expectation is that the situation may change marginally over the next few years. Indeed, the company has done what it can to have a tangible result on the balance sheet more quickly, as we said earlier, by laying off a good portion of the workers.</p><p>As analyzed in a magisterial way by Professor Damodaran in his article <i>META Lesson 2: Accounting Inconsistencies And Consequences</i>, the ever-increasing expenditures in research and development need to be put into context since often, these are expenditures that, from a logical point of view should be capitalized, as investments with an impact over several years. From this point of view, in the author&#39;s model, R&amp;D expenditures are amortized over a 3-year life, and his adjusted income is about 50 percent higher.</p><p>The impact on margins in recent years is naturally reduced but still visible, with a major drop between 2017 and the last 12 months.</p><h3>CapEx</h3><p>A similar talk concerns CapEx, which has seen a surge over the past year, with an expected jump from $18.6 billion to $31.8 billion in 2022, an increase of more than 70 percent. The expectation is for this to be a structural change in the industry and the company, so CapEx will remain at these levels for the next few years, with progressive investments in AI being evaluated as the company grows revenues.</p><h3>Why Invest Now?</h3><p>The increase in Meta&#39;s expenditures has been affected partly by the industry&#39;s competitive situation, as well as the ecosystem change made through Apple&#39;s IFDA. Even today, Meta is still investing in creating a new system to optimize advertising within its FoA.</p><p>In addition, investments are needed to cope with new competitors, such as TikTok, and the renewal of applications. As we said three months ago:</p><blockquote>The shift to heavy use of AI will not revolutionize the company, but it will certainly make it different from what we know today, a little less social but a little more creator-friendly.</blockquote><h2>Conclusions</h2><p>The VR market might be worth about $85 billion in 2028, with 45 percent annualized growth. A very high-growth market, certainly, but even in 2028, after years of investment, still lower than Meta&#39;s current revenue.</p><p>If we project current Reality Labs revenues, holding market share steady, we have revenues of about $18 billion in 2028. For the current costs to be worth it we would have to hope that we are in a winner-takes-all market, with META gaining market share, or that Metaverse use could grow much higher than expected.</p><p>It is quite likely that the socials of 2032 will not be what we use today. Meta so far has always managed to buy into (or copy) the trend of the moment, but with TikTok, it seems to have found a major stumbling block (although reels are starting to kick in and may soon contribute substantially to revenue). As for the next few years, revenue growth could be driven by WhatsApp and Messenger, as well as a general improvement in the world economy. What&#39;s next? Will Reality Labs be able to repay its investments? We believe the company can turn around with a new increase in margins over the medium term, which is the only possible bet for Meta.</p><p>Assuming FoA revenue growth of 5 percent annualized and the growth we were talking about in Reality Labs, we can think of revenues of around $170 billion in 2028.</p><p>At that point, the following factors will make the difference:</p><ul><li>Will margins be closer to 20 percent, driven by competition in the online advertising business, or rather 40 percent, as in years past, due to Meta&#39;s great power position and a better situation in the Reality Labs business? In one case, profits would be about $35 billion, in the other $70 billion, quite a difference.</li><li>In the second half of the 2020s, could Meta experience a new period of growth driven by the metaverse? If so, multiples could return with the historical average, with price-to-earnings around 20. Conversely, a multiple closer to 10 might be appropriate.</li></ul><p>Therefore in the next five years, Facebook will still experience highs and lows.</p><p><b>Do you think a recovery in marginality and the metaverse could bring a new period of growth for Meta?</b> The stock could quadruple in the next 5 years.</p><p><b>Conversely, do you think Meta may struggle, with margins steadily declining and revenues struggling to grow?</b> Then the current price might even be too high, and in 5 years Meta might hold steady around this price level.</p><p>With Meta at around $100 per share, it seems compelling for us to bet on the growth of new revenue sources and global economic recovery.</p><p><i>This article is written by Davide Ravera for reference only. Please note the risks.</i></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>Meta Could See A 300% Upside In The Next 5 Years?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Could See A 300% Upside In The Next 5 Years?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561334-meta-could-see-a-300-percent-upside-in-the-next-5-years><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta stock crashed in 2022 with disappointing financial results.The investments look too bad in this macro environment and FCF got annihilated.We analyze all possible faces of the metaverse....</p>\n\n<a href=\"https://seekingalpha.com/article/4561334-meta-could-see-a-300-percent-upside-in-the-next-5-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4561334-meta-could-see-a-300-percent-upside-in-the-next-5-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287668563","content_text":"SummaryMeta stock crashed in 2022 with disappointing financial results.The investments look too bad in this macro environment and FCF got annihilated.We analyze all possible faces of the metaverse.Messaging apps can drive revenue growth in the short to medium term.The macro headwind will eventually become a tailwind.Justin Sullivan/Getty Images NewsIt has been an extremely difficult 2022 for Meta (NASDAQ:META), marked by a series of extremely poor and disappointing quarterly data, which led the stock to lose ⅔ of its early-year price and to a price level it had not seen since 2015.Data by YChartsLet us try to understand and analyze the most worrying points for investors.Investors were shocked by the accounting and financial results in the latest quarterly report.The one that worries me most as an investor is the company's free cash flow: from $10 billion last year, to go to $200 million in free cash flow is a worrying figure, with CapEx doubling in the space of a year.META Q3 Investor PresentationBut I am not the only one concerned, given the market reaction, which led Meta to lose about 20 percent of its price following the quarterly report, but especially given the responses of Meta itself, which decided to lay off 11,000 employees, representing approximately 12.6% of the 87,314 employees recorded at the end of Q3 2022.From a cost perspective, the turnaround was seen in conjunction with Meta's name change and increased focus on the metaverse.For a proper initial analysis, it may be interesting to discuss what we mean by metaverse.The Metaverse ExplainedWhen speaking generically about the metaverse, Meta refers to four subcategories, each with opportunities for growth and a different stage of development.Social MetaverseThe first thing we think of when we talk about the metaverse is a place for users to interact with each other using avatars representing us. In the call, it is described this way:We do is sort of the social company that's about people interacting, how you express yourself in all forms, the kind of expressive avatars, the photorealistic avatars.Giving a figure to the social metaverse addressable market is undoubtedly complex; it could contain within five years the gaming market and the social network digital advertising market, with a total TAM of more than $1.1 trillion as of 2027.Virtual Reality [VR]When we think of viewers, we often refer to VR. Virtual reality is characterized by the fact that the subject is completely immersed within a virtual world (thus not interacting with reality) and must use hardware such as motion sensors and visors to operate. A new mass-market product costing $500 is announced in the call:And there, I think that there's going to be a consumer-focused product that probably will reach very large scale, but there's also, I think, going to be a work-focused product that -- it's like you don't do most of your work on a $500 device.Thinking about the value of the gaming market, together with the expectation of the headset market, it could be a market worth over $350 billion by 2027.Augmented Reality [AR]AR, unlike VR, involves interacting with the world around us through digital information (such as QR codes). This information is overlaid on the device to create an interlaced experience in which digital information alters the user's perception of the real world.AR can be implemented on smartphones, computers, or other tech devices and is often used in areas such as education or enhancing the customer shopping experience.The total estimated market for this segment is $97 billion in 2028.Brain-Computer InterfaceIt is the segment furthest behind in development time but also the most futuristic. Elon Musk's Neuralink is involved in developing these kinds of products.From the call, we see how Meta is thinking about integrating everything into a pair of glasses, without the need for any controller or necessarily voice control:And we think by the time that you have glasses, and you're kind of walking down the street with glasses, you're not going to have controllers with that, you're not going to want to have your hands kind of like hovering in the air, and you're not always going to want to talk to the thing, even though that's going to be one way that we use them a bunch of the time.This is undoubtedly the most premature but potentially largest market, with possible adoptions of various kinds (Brain-computer interfaces could replace every aspect of our relational life with computers). Still, there are no mass products to try to draw conclusions from.Other Growth Drivers (Short to Medium Term)With such a reduction in staff, it is clear that the metaverse's ambitions for rapid growth are somewhat diminished, so it is fair to ask where Meta's short-term growth might come from. Will we be forced to see a slow decline over a series of years?WhatsApp And MessengerThe two messaging apps are virtually still unused for monetization purposes by Meta. This expands the range of possible monetization within the \"Family of Apps\" (FoA) in an important way.Specifically, according to Reuters, Zuckerberg reportedly said in a recent meeting with Meta employees:We talk a lot about the very long-term opportunities like the metaverse, but the reality is that business messaging is probably going to be the next major pillar of our business as we work to monetize WhatsApp and Messenger more.Improving Macro EnvironmentAnd let's not forget the macroeconomic situation. Certainly, Meta has changed its budget structure with a major revival of expenses. And equally true, macro conditions have affected Meta's revenues and are partly to blame for the company's reduced margins.In a different macroeconomic environment, with declining inflation and more expansionary, or at least neutral, monetary policies, Meta could begin a new growth path.Of course, in this respect, the situation in the short term remains uncertain with downside risks. (For further discussion, I recommend our latest article on the U.S. situation and the assessment of the S&P 500 (SPY)).CostsThe big shift in market focus has gone to costs. This has been somewhat amplified by how the market analyzes a company. If in 2020 and 2021 we saw the reckless growth of innovative companies, 2022 was the turn of free cash flow, earnings, and dividends, with markets focused on today's value versus tomorrow's value. This surely has a logical explanation related to higher interest rates, which raise the cost of capital for any company. Betting on tomorrow's revenue, giving up today's free cash flow costs much more today and will cost much more tomorrow than it did in 2021.Hence the dual impact of Meta, with accelerated investment, R&D and CapEx growth leading to reductions in operating margin and free cash flow, respectively, accompanied by stagnant sales due to current economic conditions.Research And Development (R&D)A first look goes to Facebook's income statement and the huge increase in expenses booked for the current year. In particular we see that the operating margin is expected to be around 26 percent, compared to almost 40 percent in 2021. The first question must be about the structural nature of this change. Is it something we can expect to change to a return toward the previous marginality? Probably not, or at least not as long as these are the economic conditions. Let's look at how Facebook's operating marginality has actually deteriorated year after year from 2016 to the present.Tikr.comThe expectation is that the situation may change marginally over the next few years. Indeed, the company has done what it can to have a tangible result on the balance sheet more quickly, as we said earlier, by laying off a good portion of the workers.As analyzed in a magisterial way by Professor Damodaran in his article META Lesson 2: Accounting Inconsistencies And Consequences, the ever-increasing expenditures in research and development need to be put into context since often, these are expenditures that, from a logical point of view should be capitalized, as investments with an impact over several years. From this point of view, in the author's model, R&D expenditures are amortized over a 3-year life, and his adjusted income is about 50 percent higher.The impact on margins in recent years is naturally reduced but still visible, with a major drop between 2017 and the last 12 months.CapExA similar talk concerns CapEx, which has seen a surge over the past year, with an expected jump from $18.6 billion to $31.8 billion in 2022, an increase of more than 70 percent. The expectation is for this to be a structural change in the industry and the company, so CapEx will remain at these levels for the next few years, with progressive investments in AI being evaluated as the company grows revenues.Why Invest Now?The increase in Meta's expenditures has been affected partly by the industry's competitive situation, as well as the ecosystem change made through Apple's IFDA. Even today, Meta is still investing in creating a new system to optimize advertising within its FoA.In addition, investments are needed to cope with new competitors, such as TikTok, and the renewal of applications. As we said three months ago:The shift to heavy use of AI will not revolutionize the company, but it will certainly make it different from what we know today, a little less social but a little more creator-friendly.ConclusionsThe VR market might be worth about $85 billion in 2028, with 45 percent annualized growth. A very high-growth market, certainly, but even in 2028, after years of investment, still lower than Meta's current revenue.If we project current Reality Labs revenues, holding market share steady, we have revenues of about $18 billion in 2028. For the current costs to be worth it we would have to hope that we are in a winner-takes-all market, with META gaining market share, or that Metaverse use could grow much higher than expected.It is quite likely that the socials of 2032 will not be what we use today. Meta so far has always managed to buy into (or copy) the trend of the moment, but with TikTok, it seems to have found a major stumbling block (although reels are starting to kick in and may soon contribute substantially to revenue). As for the next few years, revenue growth could be driven by WhatsApp and Messenger, as well as a general improvement in the world economy. What's next? Will Reality Labs be able to repay its investments? We believe the company can turn around with a new increase in margins over the medium term, which is the only possible bet for Meta.Assuming FoA revenue growth of 5 percent annualized and the growth we were talking about in Reality Labs, we can think of revenues of around $170 billion in 2028.At that point, the following factors will make the difference:Will margins be closer to 20 percent, driven by competition in the online advertising business, or rather 40 percent, as in years past, due to Meta's great power position and a better situation in the Reality Labs business? In one case, profits would be about $35 billion, in the other $70 billion, quite a difference.In the second half of the 2020s, could Meta experience a new period of growth driven by the metaverse? If so, multiples could return with the historical average, with price-to-earnings around 20. Conversely, a multiple closer to 10 might be appropriate.Therefore in the next five years, Facebook will still experience highs and lows.Do you think a recovery in marginality and the metaverse could bring a new period of growth for Meta? The stock could quadruple in the next 5 years.Conversely, do you think Meta may struggle, with margins steadily declining and revenues struggling to grow? Then the current price might even be too high, and in 5 years Meta might hold steady around this price level.With Meta at around $100 per share, it seems compelling for us to bet on the growth of new revenue sources and global economic recovery.This article is written by Davide Ravera for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962504744,"gmtCreate":1669797973788,"gmtModify":1676538245497,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"So, is Sam still rich?&nbsp;","listText":"So, is Sam still rich?&nbsp;","text":"So, is Sam still rich?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962504744","repostId":"1184249511","repostType":2,"repost":{"id":"1184249511","kind":"news","pubTimestamp":1669169745,"share":"https://ttm.financial/m/news/1184249511?lang=&edition=fundamental","pubTime":"2022-11-23 10:15","market":"us","language":"en","title":"Bankman-Fried Says Collateral Crashed by $51 Billion as FTX Fell","url":"https://stock-news.laohu8.com/highlight/detail?id=1184249511","media":"Bloomberg","summary":"Former FTX chief executive again apologizes in letter to staffHe claims funding interest came eight ","content":"<html><head></head><body><ul><li>Former FTX chief executive again apologizes in letter to staff</li><li>He claims funding interest came eight minutes after bankruptcy</li></ul><p>Sam Bankman-Fried, disgraced founder of the now collapsed crypto exchange FTX and trading house Alameda Research, apologized to staff in a letter that outlined a crash in “collateral” to $9 billion from $60 billion.</p><p>“I didn’t mean for any of this to happen, and I would give anything to be able to go back and do things over again,” he wrote in the message sent to employees Tuesday and obtained by Bloomberg News.</p><p>A slide in digital-asset markets in spring roughly halved collateral to $30 billion, while liabilities were $2 billion, he said.</p><p>A combination of a credit squeeze, a further selloff in virtual coins and a “run on the bank” left collateral at $9 billion ahead of FTX’s Nov. 11 bankruptcy, he wrote. The estimate for liabilities had reached $8 billion by then, he said.</p><p>“I did not realize the full extent of the margin position, nor did I realize the magnitude of the risk posed by a hyper-correlated crash,” Bankman-Fried said. He didn’t give exact details on the makeup of the collateral or the liabilities.</p><p>FTX and Alameda Research, both onetime pillars of the crypto market, unraveled with astonishing speed this month. Flows of money between a tangled web of FTX-related entities are at the heart of whether the exchange misappropriated customer funds.</p><p>The bankruptcy proceedings so far have painted a picture of a business with unusually lax documentation and financial controls, with payment requests approved by emojis in chatrooms and FTX funds used to buy homes and other personal items for employees and advisers.</p><p>Bankman-Fried wrote that “potential interest in billions of dollars of funding came in roughly eight minutes after I signed the Chapter 11” documents.</p><p>While he argued that could have helped save FTX and return “large value” to customers, the court filings point to a chaotic organization with deep problems.</p><p>Here’s a copy of Bankman-Fried’s letter:</p><p><img src=\"https://static.tigerbbs.com/6fee2cd46c4bda2d1b4caa594fd4d78e\" tg-width=\"800\" tg-height=\"481\" width=\"100%\" height=\"auto\"/>Sam Bankman-Fried’s letter to FTX staff.</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>Bankman-Fried Says Collateral Crashed by $51 Billion as FTX Fell</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\">\nBankman-Fried Says Collateral Crashed by $51 Billion as FTX Fell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-23/bankman-fried-says-collateral-crashed-by-51-billion-as-ftx-fell?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Former FTX chief executive again apologizes in letter to staffHe claims funding interest came eight minutes after bankruptcySam Bankman-Fried, disgraced founder of the now collapsed crypto exchange ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-23/bankman-fried-says-collateral-crashed-by-51-billion-as-ftx-fell?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-23/bankman-fried-says-collateral-crashed-by-51-billion-as-ftx-fell?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184249511","content_text":"Former FTX chief executive again apologizes in letter to staffHe claims funding interest came eight minutes after bankruptcySam Bankman-Fried, disgraced founder of the now collapsed crypto exchange FTX and trading house Alameda Research, apologized to staff in a letter that outlined a crash in “collateral” to $9 billion from $60 billion.“I didn’t mean for any of this to happen, and I would give anything to be able to go back and do things over again,” he wrote in the message sent to employees Tuesday and obtained by Bloomberg News.A slide in digital-asset markets in spring roughly halved collateral to $30 billion, while liabilities were $2 billion, he said.A combination of a credit squeeze, a further selloff in virtual coins and a “run on the bank” left collateral at $9 billion ahead of FTX’s Nov. 11 bankruptcy, he wrote. The estimate for liabilities had reached $8 billion by then, he said.“I did not realize the full extent of the margin position, nor did I realize the magnitude of the risk posed by a hyper-correlated crash,” Bankman-Fried said. He didn’t give exact details on the makeup of the collateral or the liabilities.FTX and Alameda Research, both onetime pillars of the crypto market, unraveled with astonishing speed this month. Flows of money between a tangled web of FTX-related entities are at the heart of whether the exchange misappropriated customer funds.The bankruptcy proceedings so far have painted a picture of a business with unusually lax documentation and financial controls, with payment requests approved by emojis in chatrooms and FTX funds used to buy homes and other personal items for employees and advisers.Bankman-Fried wrote that “potential interest in billions of dollars of funding came in roughly eight minutes after I signed the Chapter 11” documents.While he argued that could have helped save FTX and return “large value” to customers, the court filings point to a chaotic organization with deep problems.Here’s a copy of Bankman-Fried’s letter:Sam Bankman-Fried’s letter to FTX staff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960142969,"gmtCreate":1668119386751,"gmtModify":1676538014096,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960142969","repostId":"9960149020","repostType":1,"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982744143,"gmtCreate":1667262485783,"gmtModify":1676537886481,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"💪💪💪","listText":"💪💪💪","text":"💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982744143","repostId":"2280334050","repostType":4,"repost":{"id":"2280334050","kind":"highlight","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":1667257622,"share":"https://ttm.financial/m/news/2280334050?lang=&edition=fundamental","pubTime":"2022-11-01 07:07","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Strong Month on Weaker Note; Focus on Fed Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2280334050","media":"Reuters","summary":"Apple falls after report of iPhone production slumpGlobal Payments down on weak forecastDow scores b","content":"<html><head></head><body><ul><li>Apple falls after report of iPhone production slump</li><li>Global Payments down on weak forecast</li><li>Dow scores biggest monthly percentage gain in decades</li><li>Dow down 0.39%, S&amp;P 500 down 0.75%, Nasdaq down 1.03%</li></ul><p>U.S. stocks lost ground on Monday, with the major indexes closing out a strong month of gains on a weaker foot, as investor focus turned to the Federal Reserve&#39;s policy meeting this week.</p><p>The central bank is widely expected to raise interest rates by 75 basis points on Wednesday at the conclusion of its two-day policy meeting, but investors will look for any signals the Fed may be considering a deceleration in interest rate hikes in the future.</p><p>Hopes the Fed may pull back from its aggressive interest rate hike policy have lifted equities in recent weeks, with the S&amp;P 500 notching a gain of nearly 9% over the past two weeks. The Dow booked its biggest monthly percentage gain since January 1976 and biggest October percentage gain since at least 1900.</p><p>Comments from Fed officials after the policy decision as well as labor market data later this week will help shape market expectations for future hikes starting at the December meeting.</p><p>&#34;It is pretty much a foregone conclusion, it has been almost a 100% probability for at least three weeks now that it would be three-quarters of a point and very little chance that it is going to be more or less than that, but there is always apprehension on the part of everyone just waiting for that to be done,&#34; said Randy Frederick, managing director, trading and derivatives, Charles Schwab in Austin, Texas.</p><p>&#34;People are going to be digesting what is said on Wednesday about what happens on Dec. 14. My hope is that would be a quarter point. In reality, it is probably going to be half a point, but even that would be a very positive sign for the market.&#34;</p><p>The Dow Jones Industrial Average    fell 128.85 points, or 0.39%, to 32,732.95, the S&amp;P 500    lost 29.08 points, or 0.75%, to 3,871.98 and the Nasdaq Composite    dropped 114.31 points, or 1.03%, to 10,988.15.</p><p>For the month, the Dow jumped 13.95%, the S&amp;P climbed 7.99% and the Nasdaq advanced 3.9%.</p><p>Apple Inc    lost 1.54% after a Reuters report said production of its iPhones could slump by as much as 30% next month due to tightening COVID-19 curbs in China.</p><p>Megacap growth names such as Amazon.com and Google-owner Alphabet    which have been under pressure in the rising rate environment, were also lower, down 0.94% and 1.85%, respectively.</p><p>Nearly all 11 S&amp;P 500 sectors fell, with technology and communication services    the worst performers with declines of more than 1%. Energy was the sole advancer ahead of remarks on oil companies by U.S. President Joe Biden later on Monday.</p><p>Energy companies such as Chevron and Exxon Mobil handily beaten profit estimates this quarter, benefiting from surging energy prices, in contrast to Big Tech firms that have largely disappointed investors.</p><p>&#34;Dividend stocks, energy, stuff that is short duration, industrials ... that is what is working,&#34; said Eric Diton, president and managing director at The Wealth Alliance in Boca Raton, Florida.</p><p>With around half of the companies in the S&amp;P 500 having reported their quarterly results so far, third-quarter earnings growth estimates stands at 4%, according to Refintiv data, slightly lower than the 4.1% last week.</p><p>Global Payments Inc    slumped 8.82% after the company forecast full-year revenue below estimates.</p><p>Volume on U.S. exchanges was 11.53 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.29-to-1 ratio; on Nasdaq, a 1.22-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 24 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 137 new highs and 113 new lows.</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>US STOCKS-Wall Street Ends Strong Month on Weaker Note; Focus on Fed Meeting</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\">\nUS STOCKS-Wall Street Ends Strong Month on Weaker Note; Focus on Fed Meeting\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\">2022-11-01 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Apple falls after report of iPhone production slump</li><li>Global Payments down on weak forecast</li><li>Dow scores biggest monthly percentage gain in decades</li><li>Dow down 0.39%, S&amp;P 500 down 0.75%, Nasdaq down 1.03%</li></ul><p>U.S. stocks lost ground on Monday, with the major indexes closing out a strong month of gains on a weaker foot, as investor focus turned to the Federal Reserve&#39;s policy meeting this week.</p><p>The central bank is widely expected to raise interest rates by 75 basis points on Wednesday at the conclusion of its two-day policy meeting, but investors will look for any signals the Fed may be considering a deceleration in interest rate hikes in the future.</p><p>Hopes the Fed may pull back from its aggressive interest rate hike policy have lifted equities in recent weeks, with the S&amp;P 500 notching a gain of nearly 9% over the past two weeks. The Dow booked its biggest monthly percentage gain since January 1976 and biggest October percentage gain since at least 1900.</p><p>Comments from Fed officials after the policy decision as well as labor market data later this week will help shape market expectations for future hikes starting at the December meeting.</p><p>&#34;It is pretty much a foregone conclusion, it has been almost a 100% probability for at least three weeks now that it would be three-quarters of a point and very little chance that it is going to be more or less than that, but there is always apprehension on the part of everyone just waiting for that to be done,&#34; said Randy Frederick, managing director, trading and derivatives, Charles Schwab in Austin, Texas.</p><p>&#34;People are going to be digesting what is said on Wednesday about what happens on Dec. 14. My hope is that would be a quarter point. In reality, it is probably going to be half a point, but even that would be a very positive sign for the market.&#34;</p><p>The Dow Jones Industrial Average    fell 128.85 points, or 0.39%, to 32,732.95, the S&amp;P 500    lost 29.08 points, or 0.75%, to 3,871.98 and the Nasdaq Composite    dropped 114.31 points, or 1.03%, to 10,988.15.</p><p>For the month, the Dow jumped 13.95%, the S&amp;P climbed 7.99% and the Nasdaq advanced 3.9%.</p><p>Apple Inc    lost 1.54% after a Reuters report said production of its iPhones could slump by as much as 30% next month due to tightening COVID-19 curbs in China.</p><p>Megacap growth names such as Amazon.com and Google-owner Alphabet    which have been under pressure in the rising rate environment, were also lower, down 0.94% and 1.85%, respectively.</p><p>Nearly all 11 S&amp;P 500 sectors fell, with technology and communication services    the worst performers with declines of more than 1%. Energy was the sole advancer ahead of remarks on oil companies by U.S. President Joe Biden later on Monday.</p><p>Energy companies such as Chevron and Exxon Mobil handily beaten profit estimates this quarter, benefiting from surging energy prices, in contrast to Big Tech firms that have largely disappointed investors.</p><p>&#34;Dividend stocks, energy, stuff that is short duration, industrials ... that is what is working,&#34; said Eric Diton, president and managing director at The Wealth Alliance in Boca Raton, Florida.</p><p>With around half of the companies in the S&amp;P 500 having reported their quarterly results so far, third-quarter earnings growth estimates stands at 4%, according to Refintiv data, slightly lower than the 4.1% last week.</p><p>Global Payments Inc    slumped 8.82% after the company forecast full-year revenue below estimates.</p><p>Volume on U.S. exchanges was 11.53 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.29-to-1 ratio; on Nasdaq, a 1.22-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 24 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 137 new highs and 113 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280334050","content_text":"Apple falls after report of iPhone production slumpGlobal Payments down on weak forecastDow scores biggest monthly percentage gain in decadesDow down 0.39%, S&P 500 down 0.75%, Nasdaq down 1.03%U.S. stocks lost ground on Monday, with the major indexes closing out a strong month of gains on a weaker foot, as investor focus turned to the Federal Reserve's policy meeting this week.The central bank is widely expected to raise interest rates by 75 basis points on Wednesday at the conclusion of its two-day policy meeting, but investors will look for any signals the Fed may be considering a deceleration in interest rate hikes in the future.Hopes the Fed may pull back from its aggressive interest rate hike policy have lifted equities in recent weeks, with the S&P 500 notching a gain of nearly 9% over the past two weeks. The Dow booked its biggest monthly percentage gain since January 1976 and biggest October percentage gain since at least 1900.Comments from Fed officials after the policy decision as well as labor market data later this week will help shape market expectations for future hikes starting at the December meeting.\"It is pretty much a foregone conclusion, it has been almost a 100% probability for at least three weeks now that it would be three-quarters of a point and very little chance that it is going to be more or less than that, but there is always apprehension on the part of everyone just waiting for that to be done,\" said Randy Frederick, managing director, trading and derivatives, Charles Schwab in Austin, Texas.\"People are going to be digesting what is said on Wednesday about what happens on Dec. 14. My hope is that would be a quarter point. In reality, it is probably going to be half a point, but even that would be a very positive sign for the market.\"The Dow Jones Industrial Average    fell 128.85 points, or 0.39%, to 32,732.95, the S&P 500    lost 29.08 points, or 0.75%, to 3,871.98 and the Nasdaq Composite    dropped 114.31 points, or 1.03%, to 10,988.15.For the month, the Dow jumped 13.95%, the S&P climbed 7.99% and the Nasdaq advanced 3.9%.Apple Inc    lost 1.54% after a Reuters report said production of its iPhones could slump by as much as 30% next month due to tightening COVID-19 curbs in China.Megacap growth names such as Amazon.com and Google-owner Alphabet    which have been under pressure in the rising rate environment, were also lower, down 0.94% and 1.85%, respectively.Nearly all 11 S&P 500 sectors fell, with technology and communication services    the worst performers with declines of more than 1%. Energy was the sole advancer ahead of remarks on oil companies by U.S. President Joe Biden later on Monday.Energy companies such as Chevron and Exxon Mobil handily beaten profit estimates this quarter, benefiting from surging energy prices, in contrast to Big Tech firms that have largely disappointed investors.\"Dividend stocks, energy, stuff that is short duration, industrials ... that is what is working,\" said Eric Diton, president and managing director at The Wealth Alliance in Boca Raton, Florida.With around half of the companies in the S&P 500 having reported their quarterly results so far, third-quarter earnings growth estimates stands at 4%, according to Refintiv data, slightly lower than the 4.1% last week.Global Payments Inc    slumped 8.82% after the company forecast full-year revenue below estimates.Volume on U.S. exchanges was 11.53 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.29-to-1 ratio; on Nasdaq, a 1.22-to-1 ratio favored decliners.The S&P 500 posted 24 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 137 new highs and 113 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989070700,"gmtCreate":1665879624400,"gmtModify":1676537673760,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"0\"></v-v>","text":"$Semiconductor Bull 3X Shares(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989070700","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989070170,"gmtCreate":1665879520590,"gmtModify":1676537673743,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989070170","repostId":"2275698961","repostType":4,"repost":{"id":"2275698961","kind":"highlight","pubTimestamp":1665804613,"share":"https://ttm.financial/m/news/2275698961?lang=&edition=fundamental","pubTime":"2022-10-15 11:30","market":"us","language":"en","title":"Alibaba Q3: Time To Consider An Option Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2275698961","media":"Seeking Alpha","summary":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from busines","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.</li><li>Such disconnection creates both challenges and opportunities for value-oriented investors.</li><li>One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.</li><li>As such, you can consider an option play here either to hedge your existing positions or to open a new position.</li><li>The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/912293f2bb66d41dfe829d2eea80df38\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>remco86</span></p><h2>Thesis</h2><p>Alibaba&#39;s (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),</p><ul><li>On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.</li><li>Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.</li><li>On July 29, it was added back to the U.S. SEC&#39;s watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.</li><li>Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.</li></ul><p>I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (&#34;IV&#34;) in the options market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8286a0926eebed47581d1a351970528\" tg-width=\"640\" tg-height=\"424\" width=\"100%\" height=\"auto\"/><span>Author based on Yahoo! data</span></p><p>The mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA&#39;s frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.</p><p>Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq&#39;s schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.</p><h2>Business outlook and growth potential</h2><p>Admittedly, BABA&#39;s earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8e0cf709dcbba649e38293b6c7f3a6\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><p>In the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN&#39;s 45.4%), suggesting plenty of flexibility to support growth initiatives.</p><p>Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fcf65098fee073a34c3bc89c3f81d3f\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><h2>Volatility mispricing and option play</h2><p>As mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,</p><blockquote><ul><li><i>First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.</i></li><li><i>Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).</i></li><li><i>Third, it provides a definitive expiration date.</i></li></ul></blockquote><p>As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.</p><p>You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN&#39;s current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN&#39;s <i>monthly</i> price fluctuations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ec73e15ba94f68c0e834fa09585379\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"/><span>oic.ivolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3f80465a4333814ee01ef3f76d585e\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>BABA historical and implied volatility provided by IVolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c9f56d1ece63e4bfd5535e64d93b24\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>AMZN historical and implied volatility provided by IVolatility.com</span></p><h2>Baba risks and final thoughts</h2><p>Since an option play, in a sense, is a way to limit risks already, I won&#39;t detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:</p><blockquote><i>Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.</i></blockquote><p>To conclude, the main thesis here is built on an observation that I&#39;ve made about BABA&#39;s implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.</p><p><i>This article is written by </i><i>Sensor Unlimited</i><i> for reference only. Please note the risks.</i></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>Alibaba Q3: Time To Consider An Option Play</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\">\nAlibaba Q3: Time To Consider An Option Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275698961","content_text":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented investors.One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.As such, you can consider an option play here either to hedge your existing positions or to open a new position.The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.remco86ThesisAlibaba's (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.On July 29, it was added back to the U.S. SEC's watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (\"IV\") in the options market.Author based on Yahoo! dataThe mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA's frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq's schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.Business outlook and growth potentialAdmittedly, BABA's earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.Author based on Seeking Alpha dataIn the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN's 45.4%), suggesting plenty of flexibility to support growth initiatives.Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.Author based on Seeking Alpha dataVolatility mispricing and option playAs mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).Third, it provides a definitive expiration date.As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN's current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN's monthly price fluctuations.oic.ivolatility.comBABA historical and implied volatility provided by IVolatility.comAMZN historical and implied volatility provided by IVolatility.comBaba risks and final thoughtsSince an option play, in a sense, is a way to limit risks already, I won't detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.To conclude, the main thesis here is built on an observation that I've made about BABA's implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.This article is written by Sensor Unlimited for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980761270,"gmtCreate":1665817492291,"gmtModify":1676537669378,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574506496286723","idStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$</a><v-v data-views=\"0\"></v-v>","text":"$Semiconductor Bull 3X Shares(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980761270","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":882580009,"gmtCreate":1631706999301,"gmtModify":1676530613738,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>&nbsp;........&nbsp;","listText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>&nbsp;........&nbsp;","text":"$Greenidge Generation Holdings Inc.(GREE)$ ........","images":[{"img":"https://static.tigerbbs.com/7f35efb756018bbb71cae34c5ca51d04","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":287,"commentSize":85,"repostSize":1,"link":"https://ttm.financial/post/882580009","isVote":1,"tweetType":1,"viewCount":6194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560651903474488","authorId":"3560651903474488","name":"qh_rw","avatar":"https://static.tigerbbs.com/11f2eca98d643ba4d1ab6c9fc6c6e643","crmLevel":2,"crmLevelSwitch":0,"idStr":"3560651903474488","authorIdStr":"3560651903474488"},"content":"Hais. Seems like most of us are in deep red. [sigh] hope it gets better over time.","text":"Hais. Seems like most of us are in deep red. [sigh] hope it gets better over time.","html":"Hais. Seems like most of us are in deep red. [sigh] hope it gets better over time."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901097885,"gmtCreate":1659091796547,"gmtModify":1676536256504,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"Instead of Spy. Buy VOO. Lower fees. 😁","listText":"Instead of Spy. Buy VOO. Lower fees. 😁","text":"Instead of Spy. Buy VOO. Lower fees. 😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901097885","repostId":"1127120005","repostType":2,"repost":{"id":"1127120005","kind":"news","pubTimestamp":1659108221,"share":"https://ttm.financial/m/news/1127120005?lang=&edition=fundamental","pubTime":"2022-07-29 23:23","market":"us","language":"en","title":"Apple: I'd Rather Buy The SPY","url":"https://stock-news.laohu8.com/highlight/detail?id=1127120005","media":"Seeking Alpha","summary":"SummaryApple is a phenomenal company, but their enormous size will be a barrier to market-beating re","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is a phenomenal company, but their enormous size will be a barrier to market-beating returns.</li><li>Apple is innovating, but, in my opinion, new offerings will likely pale in comparison to the iPhone and fail to move the needle to satisfy growth investors.</li><li>In Peter Lynch&#39;s terms, Apple has fully transitioned from Fast Grower to Stalwart.</li><li>Investors can de-risk their portfolios by buying the SPY, which has a good chance of matching or beating Apple&#39;s future returns.</li></ul><p><b>Investment Thesis</b></p><p>There&#39;s no denying the incredible success of Apple (NASDAQ:AAPL) as a company and as an investment. Indeed, Apple even enticed investing legend Warren Buffett, who typically stays away from technology stocks, to take up a billion-dollar position back in 2016. But, as many of us know, the larger a snowball gets the harder it is to roll, to the point where it&#39;s so large it can&#39;t be rolled at all. With a nearly $2.5 trillion market cap, Apple is an enormous snowball. To put it in perspective, Apple is the size of 25 PayPal&#39;s (PYPL). It takes an enormous amount of money to move Apple, whether that be revenue, earnings, or investors.</p><p>Apple has an impressive track record of innovation with products such as the Apple Watch, Air Pods, Apple TV, and Apple Pay. But how many more home runs could be left in this behemoth? Just as important a question, how far outside the park must Apple hit these home runs to have a meaningful impact on revenue and earnings?</p><p>I&#39;m not betting against Apple&#39;s ability to innovate. I&#39;m betting against their ability to replicate past success in a manner that&#39;ll grow EPS well above the S&amp;P 500. In my opinion, Apple is a snowball that&#39;s just too hard to move. Because of this, I think investors are better off buying theSPY.</p><p><b>Where is Future Growth Coming From?</b></p><p>I think most of us will agree Apple has pretty well saturated the smartphone market in the US. As of 2021,datashows Apple had 46.9% of the US smartphone market with share gains growing at a very slow pace. I see no reason to believe iPhone share gains will be any better than the recent past.</p><p><img src=\"https://static.tigerbbs.com/6f5a8230f021553bdab552ae6cb8ce70\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>iPhone Market Share (statista.com)</p><p>Apple&#39;s second-largest market is Europe where they hold a 32.3% share. Apple holds a microscopic edge over Samsung as a market leader. Share gains in Europe have also moderated in recent years similar to the US.</p><p><img src=\"https://static.tigerbbs.com/f0becc8c9b730dc6c023bcefce1e0646\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>Apple Market Share - Europe (Statcounter.com)</p><p>Perhaps China can save the day? Apple recently reclaimed the number one spot as a smartphone provider in China. Apple overtook competitor Huawei after Huawei was negatively impacted by US sanctions. So, one could argue Apple&#39;s 23% leading market position is somewhat artificial.</p><p>Either way, with saturated markets in the US and Europe and a fiercely competitive environment in China, I don&#39;t see market-beating returns coming as a result of increasing iPhone sales which are the backbone of the company.</p><p>So, where will Apple turn to produce the +15% per year (or approximately $15 billion in year one) earnings growth investors are accustomed to?</p><p><b>Share Repurchases</b></p><p>Over the past 10 years, Apple has spent an astonishing$467 billion on share repurchases, reducing a total number of shares outstanding by 4.4% annually. Share repurchases have been a foundation of Apple&#39;s annual EPS growth and I fully expect this to continue in the future. While I&#39;m a fan of share repurchases, I don&#39;t prefer when they&#39;re the primary form of EPS growth.</p><p><img src=\"https://static.tigerbbs.com/664dc00f07bea24b2eb1aa207937ae30\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/></p><p>Shares Outstanding (Quickfs.com)</p><p>To put it in perspective, share repurchases accounted for the following percentage (approximate) of annual EPS growth for Apple:</p><ul><li>2017: 47% of YOY EPS growth</li><li>2018: 21% of YOY EPS growth</li><li>2019: Not measurable because EPS growth was negative</li><li>2020: 62% of YOY EPS growth</li><li>2021: 9% of YOY EPS growth</li></ul><p>Prior to 2021, share repurchases often accounted for a significant portion of EPS growth. I view 2021 as an outlier due to the amount of fiscal stimulus injected into the economy, which drove up revenue for many companies, including Apple.</p><p><b>Products &amp; Services</b></p><p>Apple has numerous products and services of which I am a satisfied customer. These include the iPhone, iPad, Apple Watch, Air Pods, AppStore, Apple Pay, and Apple Music. I greatly enjoy each of these and believe they offer excellent value.</p><p>Apple&#39;s fastest growing categories are Wearables, Home &amp; Accessories and Services. Over the past 5 years, Wearables, Home &amp; Accessories has grown revenue at a 31.5% CAGR while Services clocks in at 20.3%.</p><p>Here&#39;s what&#39;s included in each per Apple&#39;s 2021 10-K filing.</p><blockquote>Wearables, Home and Accessories net sales include sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch and accessories.</blockquote><blockquote>Services net sales include sales from the Company&#39;s advertising, AppleCare, cloud, digital content, payment and other services. Services net sales also include amortization of the deferred value of services bundled in the sales price of certain products.</blockquote><p><img src=\"https://static.tigerbbs.com/2b67155a2ae8b688f5fddfede0b0344b\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/></p><p>Revenue by Category (Author&#39;s personal data)</p><p>As seen in the table above, iPhone, Mac, and iPad sales have been fairly lumpy whereas Wearables, Home &amp; Accessories and Services has been steadily increasing.</p><p>Using this information, I can make an educated guess on future revenue growth for Apple. In the table below, I de-rated the revenue CAGR for each category to reflect a more modest expectation of growth.</p><p><img src=\"https://static.tigerbbs.com/d0e23bc5acddfa2604ba624d20446f19\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>Forecast Revenue by Category (Author&#39;s personal data)</p><p><b>Valuation</b></p><p>Using the market multiple approaches, I arrive at a 2026 target price of $197 for Apple, which includes share repurchases but excludes dividends. I assumed revenue growth of 10.3% (table above), net margins of 23.2% (5YR avg), a long-term PE of 20, and reducing shares outstanding by 4.5% annually.</p><ul><li>2026 revenue estimate = $593 billion</li><li>Net income = $593 billion x 23.2% = $137.6 billion</li><li>Shares outstanding reducing from 16.9 billion in 2022 to 14.0 billion in 2026</li><li>2026 EPS estimate = $137.6 billion / 14.0 billion = $9.83</li><li>Fair value = 20 (PE) x $9.83 = $196.60</li></ul><p>With today&#39;s price of $154 per share, a target price of $196.60 would constitute a 5-year CAGR of 5%. Not exactly a market-beating return in my opinion.</p><p>From a DCF perspective, I show an intrinsic value of $156, which doesn&#39;t offer an acceptable margin of safety. I used an 8% discount rate and 2.5% terminal growth rate. I assumed Apple will continue reducing a total number of shares outstanding by 2.5% annually and grow FCF by 7.4% annually (below the 10 YR CAGR of 10.8%).</p><p><img src=\"https://static.tigerbbs.com/89bb0473ac235d24fd63d6a47a1f565f\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>DCF Valuation (Author&#39;s personal data)</p><p><b>Aren&#39;t There Risks To The SPY?</b></p><p>Of course, stocks and ETFs aren&#39;t called risk-assets for nothing. In the current macro environment of rising interest rates, sky-high inflation, and a looming recession, investing anywhere is risky. To quote Mr. Buffett:</p><blockquote>Unless you can watch your stock holding decline by 50% without becoming panic-stricken, you should not be in the stock market.</blockquote><p>History says 10 or 20 years from now, the market will be higher than what it is today, so it&#39;s important to keep a long-term perspective. In the current environment,dollar-cost averaging may be the best approach. And if you find yourself stressed about unrealized losses in 2022, that&#39;s probably a good sign you&#39;re invested too heavily, either in general or in an individual position. How well you sleep at night is often a good gauge of portfolio health.</p><p><b>Conclusion</b></p><p>Apple is a phenomenal company with a bright future, but I find it hard to believe it&#39;ll offer market-beating returns in the coming years. At its current share price, Apple appears to be fairly valued and doesn&#39;t offer an acceptable margin of safety. Investors looking to 5x their money in the next 5 to 10 years likely won&#39;t be able to do so owning Apple. It&#39;s simply too large a snowball. Because of this, I think investors are better served buying the SPY where they&#39;ll get indirect exposure to Apple, de-risk their portfolio, and have a decent chance of outperforming Apple in the long term.</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>Apple: I'd Rather Buy The SPY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: I'd Rather Buy The SPY\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527039-apple-rather-buy-spy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is a phenomenal company, but their enormous size will be a barrier to market-beating returns.Apple is innovating, but, in my opinion, new offerings will likely pale in comparison to the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527039-apple-rather-buy-spy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4527039-apple-rather-buy-spy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127120005","content_text":"SummaryApple is a phenomenal company, but their enormous size will be a barrier to market-beating returns.Apple is innovating, but, in my opinion, new offerings will likely pale in comparison to the iPhone and fail to move the needle to satisfy growth investors.In Peter Lynch's terms, Apple has fully transitioned from Fast Grower to Stalwart.Investors can de-risk their portfolios by buying the SPY, which has a good chance of matching or beating Apple's future returns.Investment ThesisThere's no denying the incredible success of Apple (NASDAQ:AAPL) as a company and as an investment. Indeed, Apple even enticed investing legend Warren Buffett, who typically stays away from technology stocks, to take up a billion-dollar position back in 2016. But, as many of us know, the larger a snowball gets the harder it is to roll, to the point where it's so large it can't be rolled at all. With a nearly $2.5 trillion market cap, Apple is an enormous snowball. To put it in perspective, Apple is the size of 25 PayPal's (PYPL). It takes an enormous amount of money to move Apple, whether that be revenue, earnings, or investors.Apple has an impressive track record of innovation with products such as the Apple Watch, Air Pods, Apple TV, and Apple Pay. But how many more home runs could be left in this behemoth? Just as important a question, how far outside the park must Apple hit these home runs to have a meaningful impact on revenue and earnings?I'm not betting against Apple's ability to innovate. I'm betting against their ability to replicate past success in a manner that'll grow EPS well above the S&P 500. In my opinion, Apple is a snowball that's just too hard to move. Because of this, I think investors are better off buying theSPY.Where is Future Growth Coming From?I think most of us will agree Apple has pretty well saturated the smartphone market in the US. As of 2021,datashows Apple had 46.9% of the US smartphone market with share gains growing at a very slow pace. I see no reason to believe iPhone share gains will be any better than the recent past.iPhone Market Share (statista.com)Apple's second-largest market is Europe where they hold a 32.3% share. Apple holds a microscopic edge over Samsung as a market leader. Share gains in Europe have also moderated in recent years similar to the US.Apple Market Share - Europe (Statcounter.com)Perhaps China can save the day? Apple recently reclaimed the number one spot as a smartphone provider in China. Apple overtook competitor Huawei after Huawei was negatively impacted by US sanctions. So, one could argue Apple's 23% leading market position is somewhat artificial.Either way, with saturated markets in the US and Europe and a fiercely competitive environment in China, I don't see market-beating returns coming as a result of increasing iPhone sales which are the backbone of the company.So, where will Apple turn to produce the +15% per year (or approximately $15 billion in year one) earnings growth investors are accustomed to?Share RepurchasesOver the past 10 years, Apple has spent an astonishing$467 billion on share repurchases, reducing a total number of shares outstanding by 4.4% annually. Share repurchases have been a foundation of Apple's annual EPS growth and I fully expect this to continue in the future. While I'm a fan of share repurchases, I don't prefer when they're the primary form of EPS growth.Shares Outstanding (Quickfs.com)To put it in perspective, share repurchases accounted for the following percentage (approximate) of annual EPS growth for Apple:2017: 47% of YOY EPS growth2018: 21% of YOY EPS growth2019: Not measurable because EPS growth was negative2020: 62% of YOY EPS growth2021: 9% of YOY EPS growthPrior to 2021, share repurchases often accounted for a significant portion of EPS growth. I view 2021 as an outlier due to the amount of fiscal stimulus injected into the economy, which drove up revenue for many companies, including Apple.Products & ServicesApple has numerous products and services of which I am a satisfied customer. These include the iPhone, iPad, Apple Watch, Air Pods, AppStore, Apple Pay, and Apple Music. I greatly enjoy each of these and believe they offer excellent value.Apple's fastest growing categories are Wearables, Home & Accessories and Services. Over the past 5 years, Wearables, Home & Accessories has grown revenue at a 31.5% CAGR while Services clocks in at 20.3%.Here's what's included in each per Apple's 2021 10-K filing.Wearables, Home and Accessories net sales include sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch and accessories.Services net sales include sales from the Company's advertising, AppleCare, cloud, digital content, payment and other services. Services net sales also include amortization of the deferred value of services bundled in the sales price of certain products.Revenue by Category (Author's personal data)As seen in the table above, iPhone, Mac, and iPad sales have been fairly lumpy whereas Wearables, Home & Accessories and Services has been steadily increasing.Using this information, I can make an educated guess on future revenue growth for Apple. In the table below, I de-rated the revenue CAGR for each category to reflect a more modest expectation of growth.Forecast Revenue by Category (Author's personal data)ValuationUsing the market multiple approaches, I arrive at a 2026 target price of $197 for Apple, which includes share repurchases but excludes dividends. I assumed revenue growth of 10.3% (table above), net margins of 23.2% (5YR avg), a long-term PE of 20, and reducing shares outstanding by 4.5% annually.2026 revenue estimate = $593 billionNet income = $593 billion x 23.2% = $137.6 billionShares outstanding reducing from 16.9 billion in 2022 to 14.0 billion in 20262026 EPS estimate = $137.6 billion / 14.0 billion = $9.83Fair value = 20 (PE) x $9.83 = $196.60With today's price of $154 per share, a target price of $196.60 would constitute a 5-year CAGR of 5%. Not exactly a market-beating return in my opinion.From a DCF perspective, I show an intrinsic value of $156, which doesn't offer an acceptable margin of safety. I used an 8% discount rate and 2.5% terminal growth rate. I assumed Apple will continue reducing a total number of shares outstanding by 2.5% annually and grow FCF by 7.4% annually (below the 10 YR CAGR of 10.8%).DCF Valuation (Author's personal data)Aren't There Risks To The SPY?Of course, stocks and ETFs aren't called risk-assets for nothing. In the current macro environment of rising interest rates, sky-high inflation, and a looming recession, investing anywhere is risky. To quote Mr. Buffett:Unless you can watch your stock holding decline by 50% without becoming panic-stricken, you should not be in the stock market.History says 10 or 20 years from now, the market will be higher than what it is today, so it's important to keep a long-term perspective. In the current environment,dollar-cost averaging may be the best approach. And if you find yourself stressed about unrealized losses in 2022, that's probably a good sign you're invested too heavily, either in general or in an individual position. How well you sleep at night is often a good gauge of portfolio health.ConclusionApple is a phenomenal company with a bright future, but I find it hard to believe it'll offer market-beating returns in the coming years. At its current share price, Apple appears to be fairly valued and doesn't offer an acceptable margin of safety. Investors looking to 5x their money in the next 5 to 10 years likely won't be able to do so owning Apple. It's simply too large a snowball. Because of this, I think investors are better served buying the SPY where they'll get indirect exposure to Apple, de-risk their portfolio, and have a decent chance of outperforming Apple in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094301913132990","authorId":"4094301913132990","name":"Ironman2002","avatar":"https://static.tigerbbs.com/784449fc945cf9d5c7b81316e20a221c","crmLevel":5,"crmLevelSwitch":1,"idStr":"4094301913132990","authorIdStr":"4094301913132990"},"content":"Take a look at SPLG.","text":"Take a look at SPLG.","html":"Take a look at SPLG."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181800694,"gmtCreate":1623381848218,"gmtModify":1704202143117,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"No worries guys. Just continue to hold. Everything will be just fine.&nbsp;Meanwhile enjoy euro 2020!!&nbsp;","listText":"No worries guys. Just continue to hold. Everything will be just fine.&nbsp;Meanwhile enjoy euro 2020!!&nbsp;","text":"No worries guys. Just continue to hold. Everything will be just fine. Meanwhile enjoy euro 2020!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/181800694","repostId":"1194129273","repostType":4,"repost":{"id":"1194129273","kind":"news","pubTimestamp":1623368710,"share":"https://ttm.financial/m/news/1194129273?lang=&edition=fundamental","pubTime":"2021-06-11 07:45","market":"us","language":"en","title":"Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big","url":"https://stock-news.laohu8.com/highlight/detail?id=1194129273","media":"cnbc","summary":"The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy co","content":"<div>\n<p>The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Meme stocks hit a wall on Thursday with GameStop, AMC and Clover down big</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\">\nMeme stocks hit a wall on Thursday with GameStop, AMC and Clover down big\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","GME":"游戏驿站","AMC":"AMC院线"},"source_url":"https://www.cnbc.com/2021/06/10/meme-stocks-hit-a-wall-on-thursday-with-gamestop-amc-and-clover-down-big.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1194129273","content_text":"The meme stock mania created by the day trading Reddit crowd fizzled a bit on Thursday.\nIt's easy come, easy go for many speculative names favored by retail investors includingAMC EntertainmentandGameStopas they suffered double-digit losses on Thursday, pulling back from their recent explosive rallies. The video game retailer shed 27.2% even after announcing two high-profile executive hires from Amazon. The movie theater chain dropped 13.2% on Thursday, turning negative on the week.\nAnother red-hot meme stockClover Health, which at one point was the focus of the WallStreetBets message board this week, pulled back 15.3% on Thursday.Clean Energy Fuels, which rallied more than 31% just Wednesday, tumbled 15.6%.\nMEME STOCKS TAKING A HIT\n\n\n\nTICKER\nCOMPANY\nPRICE\nCHANGE\n%CHANGE\n\n\n\n\nGME\nGameStop Corp\n220.39\n-82.17\n-27.1582\n\n\nAMC\nAMC Entertainment Holdings Inc\n42.81\n-6.53\n-13.2347\n\n\nCLNE\nClean Energy Fuels Corp\n10.99\n-2.03\n-15.5914\n\n\nCLOV\nClover Health Investments Corp\n14.34\n-2.58\n-15.2482\n\n\n\nIf the January trading mania is any guide, it's not surprising that these latest rallies are turning out to be short-lived. A CNBC PRO analysis found that on average, Reddit stocks' runs lasted nine trading days from the start to their first big drop during the initial frenzy at the beginning of 2021.\nCNBC identified the starting point for five stocks popular on message boards earlier this year — GameStop, AMC,Bed Bath & Beyond,BlackBerryandKoss— by finding the first time each stocks' single-day trading volume at least doubled its 30-day moving average of shares traded. That typically represents the point at which a flurry of new investors took interest in a stock that was not being heavily traded.\nOn Thursday, GameStop investors seemed to be running for the exits afterthe company said it appointed former Amazon executive Matt Furlong as its new CEO.It also picked another Amazon veteran, Mike Recupero, as chief financial officer. Meanwhile the company's fiscal first-quarter resultsshowed sales up 25% and a narrower loss than it reported a year ago.\nThe decline in stock came as GameStop also said it may sell as many as 5 million shares. Additional shares dilute the value of existing shareholders' stakes. The stock is still up more than 1,000% on the year, however.\nAMC is down for a second straight day after soaring 83% last week. The movie theater chain, which was on the brink of bankruptcy not long ago, managed to sell 20 million shares in two separate deals last week amid the rally,generating around $800 million in capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031519071,"gmtCreate":1646613787966,"gmtModify":1676534143217,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"What's next?&nbsp;","listText":"What's next?&nbsp;","text":"What's next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031519071","repostId":"2217492312","repostType":4,"repost":{"id":"2217492312","kind":"news","pubTimestamp":1646612817,"share":"https://ttm.financial/m/news/2217492312?lang=&edition=fundamental","pubTime":"2022-03-07 08:26","market":"us","language":"en","title":"U.S. Oil Soars above $125 per Barrel","url":"https://stock-news.laohu8.com/highlight/detail?id=2217492312","media":"seekingalpha","summary":"Oil prices are jumping sharply Sunday as fighting continues in Ukraine and an evacuation ceasefire f","content":"<html><head></head><body><ul><li>Oil prices are jumping sharply Sunday as fighting continues in Ukraine and an evacuation ceasefire fails to materialize.</li><li>WTI crude (CL1:COM) (NYSEARCA:USO) +9% is above $125 for the first time since 2008.</li><li>It hit its all-time nominal high of $145.31 that year.</li><li>Brent crude (CO1:COM) (NYSEARCA:BNO) +9% topped $130 per barrel.</li><li>The White House is weighing a ban on Russian oil imports.</li></ul><p><img src=\"https://static.tigerbbs.com/7c7ab77d9eab14b8fdeea9a89eb1dbbc\" tg-width=\"902\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>U.S. Oil Soars above $125 per Barrel</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\">\nU.S. Oil Soars above $125 per Barrel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3810033-us-oil-soars-above-125-per-barrel><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil prices are jumping sharply Sunday as fighting continues in Ukraine and an evacuation ceasefire fails to materialize.WTI crude (CL1:COM) (NYSEARCA:USO) +9% is above $125 for the first time since ...</p>\n\n<a href=\"https://seekingalpha.com/news/3810033-us-oil-soars-above-125-per-barrel\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3810033-us-oil-soars-above-125-per-barrel","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2217492312","content_text":"Oil prices are jumping sharply Sunday as fighting continues in Ukraine and an evacuation ceasefire fails to materialize.WTI crude (CL1:COM) (NYSEARCA:USO) +9% is above $125 for the first time since 2008.It hit its all-time nominal high of $145.31 that year.Brent crude (CO1:COM) (NYSEARCA:BNO) +9% topped $130 per barrel.The White House is weighing a ban on Russian oil imports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067059985,"gmtCreate":1652397604947,"gmtModify":1676535090735,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067059985","repostId":"2235182631","repostType":2,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804572790,"gmtCreate":1627968515310,"gmtModify":1703498816112,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>&nbsp;guys. Need some encouragement on this counter....&nbsp;","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>&nbsp;guys. Need some encouragement on this counter....&nbsp;","text":"$Skillz Inc(SKLZ)$ guys. Need some encouragement on this counter....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804572790","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989070170,"gmtCreate":1665879520590,"gmtModify":1676537673743,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989070170","repostId":"2275698961","repostType":4,"repost":{"id":"2275698961","kind":"highlight","pubTimestamp":1665804613,"share":"https://ttm.financial/m/news/2275698961?lang=&edition=fundamental","pubTime":"2022-10-15 11:30","market":"us","language":"en","title":"Alibaba Q3: Time To Consider An Option Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2275698961","media":"Seeking Alpha","summary":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from busines","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.</li><li>Such disconnection creates both challenges and opportunities for value-oriented investors.</li><li>One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.</li><li>As such, you can consider an option play here either to hedge your existing positions or to open a new position.</li><li>The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/912293f2bb66d41dfe829d2eea80df38\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>remco86</span></p><h2>Thesis</h2><p>Alibaba&#39;s (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),</p><ul><li>On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.</li><li>Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.</li><li>On July 29, it was added back to the U.S. SEC&#39;s watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.</li><li>Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.</li></ul><p>I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (&#34;IV&#34;) in the options market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8286a0926eebed47581d1a351970528\" tg-width=\"640\" tg-height=\"424\" width=\"100%\" height=\"auto\"/><span>Author based on Yahoo! data</span></p><p>The mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA&#39;s frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.</p><p>Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq&#39;s schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.</p><h2>Business outlook and growth potential</h2><p>Admittedly, BABA&#39;s earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8e0cf709dcbba649e38293b6c7f3a6\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><p>In the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN&#39;s 45.4%), suggesting plenty of flexibility to support growth initiatives.</p><p>Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fcf65098fee073a34c3bc89c3f81d3f\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><h2>Volatility mispricing and option play</h2><p>As mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,</p><blockquote><ul><li><i>First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.</i></li><li><i>Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).</i></li><li><i>Third, it provides a definitive expiration date.</i></li></ul></blockquote><p>As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.</p><p>You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN&#39;s current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN&#39;s <i>monthly</i> price fluctuations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ec73e15ba94f68c0e834fa09585379\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"/><span>oic.ivolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3f80465a4333814ee01ef3f76d585e\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>BABA historical and implied volatility provided by IVolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c9f56d1ece63e4bfd5535e64d93b24\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>AMZN historical and implied volatility provided by IVolatility.com</span></p><h2>Baba risks and final thoughts</h2><p>Since an option play, in a sense, is a way to limit risks already, I won&#39;t detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:</p><blockquote><i>Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.</i></blockquote><p>To conclude, the main thesis here is built on an observation that I&#39;ve made about BABA&#39;s implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.</p><p><i>This article is written by </i><i>Sensor Unlimited</i><i> for reference only. Please note the risks.</i></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>Alibaba Q3: Time To Consider An Option Play</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\">\nAlibaba Q3: Time To Consider An Option Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275698961","content_text":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented investors.One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.As such, you can consider an option play here either to hedge your existing positions or to open a new position.The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.remco86ThesisAlibaba's (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.On July 29, it was added back to the U.S. SEC's watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (\"IV\") in the options market.Author based on Yahoo! dataThe mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA's frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq's schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.Business outlook and growth potentialAdmittedly, BABA's earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.Author based on Seeking Alpha dataIn the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN's 45.4%), suggesting plenty of flexibility to support growth initiatives.Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.Author based on Seeking Alpha dataVolatility mispricing and option playAs mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).Third, it provides a definitive expiration date.As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN's current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN's monthly price fluctuations.oic.ivolatility.comBABA historical and implied volatility provided by IVolatility.comAMZN historical and implied volatility provided by IVolatility.comBaba risks and final thoughtsSince an option play, in a sense, is a way to limit risks already, I won't detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.To conclude, the main thesis here is built on an observation that I've made about BABA's implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.This article is written by Sensor Unlimited for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996870050,"gmtCreate":1661151670973,"gmtModify":1676536462825,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"Reality?&nbsp;Make it 2 dosage pls.&nbsp;","listText":"Reality?&nbsp;Make it 2 dosage pls.&nbsp;","text":"Reality? Make it 2 dosage pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996870050","repostId":"1149567871","repostType":2,"repost":{"id":"1149567871","kind":"news","pubTimestamp":1661151120,"share":"https://ttm.financial/m/news/1149567871?lang=&edition=fundamental","pubTime":"2022-08-22 14:52","market":"other","language":"en","title":"The S&P 500 May Soon Be Handed A Harsh Dose Of Reality","url":"https://stock-news.laohu8.com/highlight/detail?id=1149567871","media":"Seeking Alpha","summary":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Stocks have been living in the land of make-believe for the past 4 weeks.</li><li>Futures, bond, and currency markets have a message that cannot be ignored.</li><li>There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.</li></ul><p>Last week saw the S&amp;P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.</p><p>Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.</p><p><b>Anchored In Reality</b></p><p>While equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.</p><p>The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.</p><p><img src=\"https://static.tigerbbs.com/279e0ddd9681ce78c8efdf65c92585c4\" tg-width=\"640\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Not only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.</p><p><img src=\"https://static.tigerbbs.com/520f537a254ceca325f0f739ed24da86\" tg-width=\"640\" tg-height=\"245\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.</p><p><img src=\"https://static.tigerbbs.com/97f8a1c6b137e1fea5ea132a785895e6\" tg-width=\"640\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Even the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.</p><p><img src=\"https://static.tigerbbs.com/c963707b39f3349cfa0a3bf889ef05c3\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Unhinged</b></p><p>Meanwhile, since July 14, the S&amp;P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&amp;P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.</p><p><img src=\"https://static.tigerbbs.com/e92b730aa1436fd685a6d1f890b5b335\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn&#39;t start coming down quickly, nominal yields will need to push much higher in the future.</p><p><img src=\"https://static.tigerbbs.com/8e02eafa0eb56ad0caef5937cc718999\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The big problem is that the S&amp;P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&amp;P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&amp;P 500 would be worth around 3,200.</p><p><img src=\"https://static.tigerbbs.com/06a8c0ae388bca3ab540abd41f585412\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.</p><p>The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.</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>The S&P 500 May Soon Be Handed A Harsh Dose Of Reality</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\">\nThe S&P 500 May Soon Be Handed A Harsh Dose Of Reality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 14:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4535986-sp-500-may-soon-be-handed-harsh-dose-of-reality","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149567871","content_text":"SummaryStocks have been living in the land of make-believe for the past 4 weeks.Futures, bond, and currency markets have a message that cannot be ignored.There will be no dovish pivot, and the Fed is going to raise rates much higher and keep them there for some time.Last week saw the S&P 500 (SP500,SPX) post its first weekly loss in about a month. The culmination of a VIX expiration, Fed minutes, and monthly options expiration helped break the equity market down on Friday and potentially ended the summer rally dead in its tracks.Now maybe about when things get interesting, with Jackson Hole this week and a slew of Fed officials pushing back against the markets, concluding with Jay Powell himself on Friday, August 26.Anchored In RealityWhile equity markets have been in fantasyland focused on a make-believe dovish Fed pivot, the bond and currency markets have been anchored in reality. That reality shows there is no pivot, and those who bet on a pivot coming will be proven wrong.The Fed Fund Futures show us that rates have moved sharply higher since the July FOMC meeting, with two more full rate hikes priced starting in May 2023 until the beginning of 2024. On top of that, the peak rate has shifted from January 2023 to April. The Fed Funds Futures are now pricing in more rate hikes and staying higher for longer.BloombergNot only that, but the spread between the December 2022 and the December 2023 Fed Funds contracts has narrowed to just -11 bps, from more than -40 bps in July. That is a massive shift in just a short period, indicating that the market is pricing fewer rate cuts in 2023.BloombergEven nominal yields appear to agree and have risen sharply since the weaker-than-expected CPI and PPI reports. Instead of rates falling, they have increased. Look at the yield curve, with the rates rising between 15 and 20 bps on the 5-Year Treasury out to the 30-year Treasury. Meanwhile, 2-year rates have remained unchanged. If the market viewed a dovish pivot or that inflation would suddenly come crashing down, then rates should be falling, not rising.BloombergEven the dollar index has risen significantly. After initially plunging following the CPI report, the dollar index has broken out, surpassing a critical downtrend. It has increased by nearly 4% since August 11 and almost 1.5% from its July 27 lows. The dollar has been rising because it sees more hawkish monetary policy, and it had a massive move higher following the Fed minutes on August 17.TradingViewUnhingedMeanwhile, since July 14, the S&P 500 has risen by 13.6% through August 19 and by as much as 15.7% at its August 16 peak. That has pushed the S&P 500 PE ratio on a trailing-twelve-month basis up to 20.6. That is more than 3 points higher than its historical average going back to the year 1954 of 17. The most jaw-dropping feature may be that in the 1970s and the early 1980s, the last time inflation was this high, the PE ratio was below 10. The big difference between now and then was that rates were much higher in the 1970s and 1980s.BloombergThe high inflation rates of the 1970s and 1980s pushed the nominal 10-year rate to around 16% at its peak by 1981. Meanwhile, the spread or the difference between the 10-year rate and the y/y CPI rate was positive. Right now, that spread is profoundly negative at more than 6%. The only two other times in recent history that happened were in 1975 and 1980. It would suggest that if the inflation rate doesn't start coming down quickly, nominal yields will need to push much higher in the future.BloombergThe big problem is that the S&P 500 earnings over the past twelve months have been around $204, and at 17 times earnings, the value of the S&P 500 would fall to approximately 3,480. But the higher rates have to rise, the lower the PE multiple would need to contract. For example, if the PE returned to the December 2018 low of around 16, the S&P 500 would be worth around 3,200.BloombergIn typically equity market fashion, it has become detached, while the reality is again reflected in the bond market, the currency market, and the Fed Funds Futures. Equities tend to be irrational when they either rise or fall, but this time they have become unhinged, and this recent summer rally may fade away even faster than it came to be.The summer fade may be especially true if Powell can deliver a message that is clear and direct and not one that is two-sided. Add to that a slew of economic data set to be released between September 1 and 3, which may likely support rates going much higher, and staying there for some time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006178628,"gmtCreate":1641677814964,"gmtModify":1676533638137,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":", 😳","listText":", 😳","text":", 😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006178628","repostId":"2201424321","repostType":4,"repost":{"id":"2201424321","kind":"highlight","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":1641597180,"share":"https://ttm.financial/m/news/2201424321?lang=&edition=fundamental","pubTime":"2022-01-08 07:13","market":"us","language":"en","title":"Wall St posts declines for first week of 2022; Nasdaq has worst week since Feb","url":"https://stock-news.laohu8.com/highlight/detail?id=2201424321","media":"Reuters","summary":"* U.S. nonfarm payrolls rise by 199,000 in December* GameStop jumps after report of foray into NFT, ","content":"<html><head></head><body><p>* U.S. nonfarm payrolls rise by 199,000 in December</p><p>* GameStop jumps after report of foray into NFT, crypto markets</p><p>* Indexes: Dow down 0.01%, S&amp;P 500 down 0.4%, Nasdaq down 1%</p><p>NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.</p><p>The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve&#39;s tightening path in place.</p><p>Friday&#39;s Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.</p><p>On Wednesday, minutes released of the Fed&#39;s Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as &#34;very tight,&#34; and signaled the Fed may have to raise rates sooner than expected.</p><p>&#34;The investor takeaway is that the labor market continues to be tight despite the headline miss,&#34; said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p><p>&#34;Investors are concerned the Fed will be more aggressive than expected.&#34;</p><p>Consumer discretionary and and technology sectors led the way lower on the S&amp;P 500 on Friday. Big tech companies have benefited from low interest rates.</p><p>On the flip side, the S&amp;P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.</p><p>The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&amp;P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.</p><p>For the week, the Dow fell 0.3%, the S&amp;P 500 declined 1.9% and the Nasdaq dropped 4.5%.</p><p>Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.</p><p>&#34;The sentiment has turned negative,&#34; said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;Right now the market is nervous and in the mood to sell at the first hint of bad news.&#34;</p><p>Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.</p><p>Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index added 1% this week, outperforming the S&amp;P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.</p><p>The S&amp;P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.</p><p>&#34;Meme stock&#34; GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.</p><p>Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.</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>Wall St posts declines for first week of 2022; Nasdaq has worst week since Feb</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\">\nWall St posts declines for first week of 2022; Nasdaq has worst week since Feb\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\">2022-01-08 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. nonfarm payrolls rise by 199,000 in December</p><p>* GameStop jumps after report of foray into NFT, crypto markets</p><p>* Indexes: Dow down 0.01%, S&amp;P 500 down 0.4%, Nasdaq down 1%</p><p>NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.</p><p>The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve&#39;s tightening path in place.</p><p>Friday&#39;s Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.</p><p>On Wednesday, minutes released of the Fed&#39;s Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as &#34;very tight,&#34; and signaled the Fed may have to raise rates sooner than expected.</p><p>&#34;The investor takeaway is that the labor market continues to be tight despite the headline miss,&#34; said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p><p>&#34;Investors are concerned the Fed will be more aggressive than expected.&#34;</p><p>Consumer discretionary and and technology sectors led the way lower on the S&amp;P 500 on Friday. Big tech companies have benefited from low interest rates.</p><p>On the flip side, the S&amp;P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.</p><p>The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&amp;P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.</p><p>For the week, the Dow fell 0.3%, the S&amp;P 500 declined 1.9% and the Nasdaq dropped 4.5%.</p><p>Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.</p><p>&#34;The sentiment has turned negative,&#34; said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;Right now the market is nervous and in the mood to sell at the first hint of bad news.&#34;</p><p>Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.</p><p>Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.</p><p>The S&amp;P 500 value index added 1% this week, outperforming the S&amp;P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.</p><p>The S&amp;P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.</p><p>&#34;Meme stock&#34; GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.</p><p>Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","GME":"游戏驿站",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201424321","content_text":"* U.S. nonfarm payrolls rise by 199,000 in December* GameStop jumps after report of foray into NFT, crypto markets* Indexes: Dow down 0.01%, S&P 500 down 0.4%, Nasdaq down 1%NEW YORK Jan 7 (Reuters) - Wall Street on Friday wrapped up the first week of the new year with daily and weekly losses as investors worried about looming U.S. interest-rate hikes and unfolding Omicron news.The Nasdaq posted its biggest weekly percentage fall since February 2021 and led declines for the day in the major indexes. Stocks fell on Friday after the December U.S. jobs report missed expectations but was still seen as strong enough to keep the Federal Reserve's tightening path in place.Friday's Labor Department data showed the U.S. jobs market was at or near maximum employment even though employment rose far less than expected in December, when there were worker shortages.On Wednesday, minutes released of the Fed's Dec. 14-15 policy meeting showed officials at the U.S. central bank viewed the labor market as \"very tight,\" and signaled the Fed may have to raise rates sooner than expected.\"The investor takeaway is that the labor market continues to be tight despite the headline miss,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.\"Investors are concerned the Fed will be more aggressive than expected.\"Consumer discretionary and and technology sectors led the way lower on the S&P 500 on Friday. Big tech companies have benefited from low interest rates.On the flip side, the S&P 500 financials sector and banking index extended recent gains and reached record closing highs. The bank index rose 9.4% for the week, registering its biggest weekly percentage gain since November 2020.The Dow Jones Industrial Average fell 4.81 points, or 0.01%, to 36,231.66, the S&P 500 lost 19.02 points, or 0.41%, to 4,677.03 and the Nasdaq Composite dropped 144.96 points, or 0.96%, to 14,935.90.For the week, the Dow fell 0.3%, the S&P 500 declined 1.9% and the Nasdaq dropped 4.5%.Banks have risen with U.S. Treasury yields, with the U.S. benchmark 10-year yield soaring to a two-year high on Friday on the outlook for Fed rate hikes.\"The sentiment has turned negative,\" said Jack Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"Right now the market is nervous and in the mood to sell at the first hint of bad news.\"Rising cases on the Omicron variant of the coronavirus also caused investor jitters this week.Investors have been rotating out technology-heavy growth shares and into more value-oriented shares, which they think may do better in a high interest-rate environment.The S&P 500 value index added 1% this week, outperforming the S&P 500 growth index which fell 4.5%, its biggest weekly percentage drop since October 2020.The S&P 500 energy sector gained sharply for the week, rising 10.6% in its best week since November 2020.\"Meme stock\" GameStop Corp jumped 7.3% after the video game retailer said it is launching a division to develop a marketplace for nonfungible tokens and establish cryptocurrency partnerships.Advancing issues outnumbered declining ones on the NYSE by a 1.01-to-1 ratio; on Nasdaq, a 1.38-to-1 ratio favored decliners.The S&P 500 posted 50 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 83 new highs and 262 new lows.Volume on U.S. exchanges was 10.21 billion shares, compared with the roughly 10.4 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003797526,"gmtCreate":1641083611505,"gmtModify":1676533569713,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003797526","repostId":"2200412074","repostType":4,"repost":{"id":"2200412074","kind":"news","pubTimestamp":1641022620,"share":"https://ttm.financial/m/news/2200412074?lang=&edition=fundamental","pubTime":"2022-01-01 15:37","market":"us","language":"en","title":"NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year","url":"https://stock-news.laohu8.com/highlight/detail?id=2200412074","media":"GlobeNewswire","summary":"Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in","content":"<html><head></head><body><p><i>Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021</i></p><ul><li><b><i>NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year</i></b></li><li><b><i>NIO delivered 25,034 vehicles in the three months ended December 2021, increasing by 44.3% year-over-year</i></b></li><li><b><i>NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year</i></b></li><li><b><i>Cumulative deliveries of the ES8, ES6 and EC6 as of December 31, 2021 reached 167,070</i></b></li></ul><p>SHANGHAI, China, Jan. 01, 2022 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its December, fourth quarter and full year 2021 delivery results.</p><p>NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year. The deliveries consisted of 2,782 ES8s, the Company’s six- or seven-seater flagship premium smart electric SUV, 4,939 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,768 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 25,034 vehicles in the fourth quarter of 2021, a new record-high quarterly delivery representing an increase of 44.3% year-over-year. NIO delivered 91,429 vehicles in 2021 in total, representing a strong increase of 109.1% year-over-year. As of December 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 167,070 vehicles.</p><p>On December 18, 2021, NIO held NIO Day 2021 in Suzhou and launched the ET5, a mid-size premium smart electric sedan, with deliveries expected to commence in September 2022. The pre-subsidy starting price of the ET5 is RMB328,000, or RMB258,000 with Battery as a Service (BaaS). In addition, the Company expects to begin the delivery of the ET7, a flagship premium smart electric sedan, in March 2022.</p><p>About NIO Inc.</p><p>NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO launched the ES8, a seven-seater flagship premium smart electric SUV in December 2017, and began deliveries of the ES8 in June 2018 and its variant, the six-seater ES8, in March 2019. NIO launched the ES6, a five-seater high-performance premium smart electric SUV, in December 2018, and began deliveries of the ES6 in June 2019. NIO launched the EC6, a five-seater premium smart electric coupe SUV, in December 2019, and began deliveries of the EC6 in September 2020. NIO launched the ET7, a flagship premium smart electric sedan, in January 2021. NIO launched the ET5, a mid-size premium smart electric sedan, in December 2021.</p></body></html>","source":"yahoofinance","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>NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year</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\">\nNIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-01 15:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in...</p>\n\n<a href=\"https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4539":"次新股","BK4555":"新能源车","BK4526":"热门中概股","NIO":"蔚来","BK4209":"餐馆","BK4007":"制药","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4183":"个人用品","BK4509":"腾讯概念","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","BK4191":"家用电器","BK4167":"医疗保健技术","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2200412074","content_text":"Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in the three months ended December 2021, increasing by 44.3% year-over-yearNIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-yearCumulative deliveries of the ES8, ES6 and EC6 as of December 31, 2021 reached 167,070SHANGHAI, China, Jan. 01, 2022 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its December, fourth quarter and full year 2021 delivery results.NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year. The deliveries consisted of 2,782 ES8s, the Company’s six- or seven-seater flagship premium smart electric SUV, 4,939 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,768 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 25,034 vehicles in the fourth quarter of 2021, a new record-high quarterly delivery representing an increase of 44.3% year-over-year. NIO delivered 91,429 vehicles in 2021 in total, representing a strong increase of 109.1% year-over-year. As of December 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 167,070 vehicles.On December 18, 2021, NIO held NIO Day 2021 in Suzhou and launched the ET5, a mid-size premium smart electric sedan, with deliveries expected to commence in September 2022. The pre-subsidy starting price of the ET5 is RMB328,000, or RMB258,000 with Battery as a Service (BaaS). In addition, the Company expects to begin the delivery of the ET7, a flagship premium smart electric sedan, in March 2022.About NIO Inc.NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO launched the ES8, a seven-seater flagship premium smart electric SUV in December 2017, and began deliveries of the ES8 in June 2018 and its variant, the six-seater ES8, in March 2019. NIO launched the ES6, a five-seater high-performance premium smart electric SUV, in December 2018, and began deliveries of the ES6 in June 2019. NIO launched the EC6, a five-seater premium smart electric coupe SUV, in December 2019, and began deliveries of the EC6 in September 2020. NIO launched the ET7, a flagship premium smart electric sedan, in January 2021. NIO launched the ET5, a mid-size premium smart electric sedan, in December 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863209462,"gmtCreate":1632392343756,"gmtModify":1676530771089,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>&nbsp;Gogogo!!!!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>&nbsp;Gogogo!!!!!&nbsp;","text":"$Greenidge Generation Holdings Inc.(GREE)$ Gogogo!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863209462","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869499969,"gmtCreate":1632313577051,"gmtModify":1676530749335,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>HODL...!!!!","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>HODL...!!!!","text":"$AMC Entertainment(AMC)$HODL...!!!!","images":[{"img":"https://static.tigerbbs.com/d770451c02938000d64c6530d6ac8b74","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/869499969","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":836174009,"gmtCreate":1629467860701,"gmtModify":1676530050887,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"Any reason on the drop?&nbsp;","listText":"Any reason on the drop?&nbsp;","text":"Any reason on the drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/836174009","repostId":"1181270196","repostType":4,"repost":{"id":"1181270196","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629466972,"share":"https://ttm.financial/m/news/1181270196?lang=&edition=fundamental","pubTime":"2021-08-20 21:42","market":"us","language":"en","title":"Snowflake Drops Most in Five Months Amid Cautious Analyst Report   By Esha Dey","url":"https://stock-news.laohu8.com/highlight/detail?id=1181270196","media":"Tiger Newspress","summary":"(Update: August 20, 2021 at 10:37 a.m. ET)\n(Aug 20) Snowflake shares drop as much as 11% on Friday, ","content":"<p><i><b>(Update: August 20, 2021 at 10:37 a.m. ET)</b></i></p>\n<p>(Aug 20)&nbsp;Snowflake shares drop as much as 11% on Friday, SNOW US Equity biggest intraday decline since March, after a Cleveland Research Graphic Dashboard» report said the company’s signings growth slowed from 1Q, while consumption growth was likely similar, at best, to 1Q levels.</p>\n<p>The report also said that the company’s partners were seeing sales cycles elongate on increased competition&nbsp;from the hyperscalers, particularly Google’s BigQuery Cleveland does not formally cover SNOW and does not have an investment opinion.</p>\n<p><img src=\"https://static.tigerbbs.com/091af68dd7c59cce7e1b1f053df2d729\" tg-width=\"1572\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p>","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>Snowflake Drops Most in Five Months Amid Cautious Analyst Report   By Esha Dey</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\">\nSnowflake Drops Most in Five Months Amid Cautious Analyst Report   By Esha Dey\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-20 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><i><b>(Update: August 20, 2021 at 10:37 a.m. ET)</b></i></p>\n<p>(Aug 20)&nbsp;Snowflake shares drop as much as 11% on Friday, SNOW US Equity biggest intraday decline since March, after a Cleveland Research Graphic Dashboard» report said the company’s signings growth slowed from 1Q, while consumption growth was likely similar, at best, to 1Q levels.</p>\n<p>The report also said that the company’s partners were seeing sales cycles elongate on increased competition&nbsp;from the hyperscalers, particularly Google’s BigQuery Cleveland does not formally cover SNOW and does not have an investment opinion.</p>\n<p><img src=\"https://static.tigerbbs.com/091af68dd7c59cce7e1b1f053df2d729\" tg-width=\"1572\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181270196","content_text":"(Update: August 20, 2021 at 10:37 a.m. ET)\n(Aug 20) Snowflake shares drop as much as 11% on Friday, SNOW US Equity biggest intraday decline since March, after a Cleveland Research Graphic Dashboard» report said the company’s signings growth slowed from 1Q, while consumption growth was likely similar, at best, to 1Q levels.\nThe report also said that the company’s partners were seeing sales cycles elongate on increased competition from the hyperscalers, particularly Google’s BigQuery Cleveland does not formally cover SNOW and does not have an investment opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581847021927100","authorId":"3581847021927100","name":"GuSen","avatar":"https://static.tigerbbs.com/1b70044f21c62e929a7c4b5157b5a273","crmLevel":5,"crmLevelSwitch":0,"idStr":"3581847021927100","authorIdStr":"3581847021927100"},"content":"Cos it is snowing","text":"Cos it is snowing","html":"Cos it is snowing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160503729,"gmtCreate":1623800988961,"gmtModify":1703819656639,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GM\">$General Motors(GM)$</a>&nbsp;looks promising...&nbsp;","listText":"<a href=\"https://laohu8.com/S/GM\">$General Motors(GM)$</a>&nbsp;looks promising...&nbsp;","text":"$General Motors(GM)$ looks promising...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160503729","repostId":"1121368819","repostType":4,"repost":{"id":"1121368819","kind":"news","pubTimestamp":1623769287,"share":"https://ttm.financial/m/news/1121368819?lang=&edition=fundamental","pubTime":"2021-06-15 23:01","market":"us","language":"en","title":"GM-backed Cruise secures $5 billion credit line as it prepares to launch self-driving robotaxis","url":"https://stock-news.laohu8.com/highlight/detail?id=1121368819","media":"cnbc","summary":"Cruise, a majority-owned subsidiary of General Motors, has secured a new $5 billion line of credit as it prepares for commercialization of an autonomous ride-hailing business.The new credit is being provided by GM's automotive financing arm to use for the purchase of Cruise's self-driving Origin shuttles.This past month, GM began assembly of 100 pre-production Cruise Origin vehicles that will be built this summer for validation testing.Cruise, a majority-owned subsidiary ofGeneral Motors, has se","content":"<div>\n<p>KEY POINTS\n\nCruise, a majority-owned subsidiary of General Motors, has secured a new $5 billion line of credit as it prepares for commercialization of an autonomous ride-hailing business.\nThe new ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/gm-backed-cruise-secures-5-billion-credit-for-self-driving-robotaxis.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>GM-backed Cruise secures $5 billion credit line as it prepares to launch self-driving robotaxis</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\">\nGM-backed Cruise secures $5 billion credit line as it prepares to launch self-driving robotaxis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/gm-backed-cruise-secures-5-billion-credit-for-self-driving-robotaxis.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nCruise, a majority-owned subsidiary of General Motors, has secured a new $5 billion line of credit as it prepares for commercialization of an autonomous ride-hailing business.\nThe new ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/gm-backed-cruise-secures-5-billion-credit-for-self-driving-robotaxis.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.cnbc.com/2021/06/15/gm-backed-cruise-secures-5-billion-credit-for-self-driving-robotaxis.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1121368819","content_text":"KEY POINTS\n\nCruise, a majority-owned subsidiary of General Motors, has secured a new $5 billion line of credit as it prepares for commercialization of an autonomous ride-hailing business.\nThe new credit is being provided by GM's automotive financing arm to use for the purchase of Cruise's self-driving Origin shuttles.\nThis past month, GM began assembly of 100 pre-production Cruise Origin vehicles that will be built this summer for validation testing.\n\nCruise, a majority-owned subsidiary ofGeneral Motors, has secured a new $5 billion line of credit as it prepares for commercialization of its autonomous ride-hailing business.\nThe new credit, announced Tuesday, is being provided by GM's automotive financing arm to use for the purchase of Cruise's self-driving Origin shuttles, which GM isexpected to begin producingat a factory in Detroit in early 2023. It brings Cruise's war chest to more than $10 billion, according to Cruise CEO Dan Ammann.\n″$10 billion. It’s a big number. However, when you think about what we’re building - safer, cleaner, and more accessible transportation for the world - you quickly realize it’s also a necessary number,” Ammann said in a blog post. “This is an incredibly exciting time for Cruise.”\nUltimately, GM Finance is providing Cruise credit instead of the company attempting to raise outside capital, which it has done in the past. GM acquired Cruise in 2016. Since then, it has brought on investors such as Honda Motor, SoftBank Vision Fund and, more recently, Walmart and Microsoft.\nThis past month, Cruise said GM began assembly of 100 pre-production Cruise Origin vehicles that will be built this summer for validation testing.\nThe Origin, which wasunveiled in January 2020, is the company’s first vehicle specifically designed to operate without a driver on board. It does not have manual controls such as pedals or a steering wheel.\nThe new credit line and pre-production model announcements follow Cruise earlier this month becoming the first autonomous vehicle developer to obtain a permit from the California Public Utilities Commission to givepassengers rides in prototype robotaxis.\nCommercializing autonomous vehicles has been far more challenging than many predicted even a few years ago. The challenges have led to a consolidation in the autonomous vehicle sector after years of enthusiasm touting the technology as the next multitrillion-dollar market for transportation companies.\nCruise was expected to launch a ride-hailing service for the public in San Francisco in 2019. The company delayed those plans that year to conduct further testing. It has been operating an employee ride-hailing service with a current fleet of autonomous vehicles in San Francisco for several years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116963483,"gmtCreate":1622770186242,"gmtModify":1704190812678,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;fingers crossed.....&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>&nbsp;fingers crossed.....&nbsp;","text":"$AMC Entertainment(AMC)$ fingers crossed.....","images":[{"img":"https://static.tigerbbs.com/4e2691756f44e33fc1fbf08707539244","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116963483","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9031246376,"gmtCreate":1646609041015,"gmtModify":1676534142080,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"🤔🤔🤔","listText":"🤔🤔🤔","text":"🤔🤔🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031246376","repostId":"2217494591","repostType":4,"repost":{"id":"2217494591","kind":"news","pubTimestamp":1646608484,"share":"https://ttm.financial/m/news/2217494591?lang=&edition=fundamental","pubTime":"2022-03-07 07:14","market":"us","language":"en","title":"Activist Carl Icahn Said to Sell Remaining Stake in Occidental Petroleum","url":"https://stock-news.laohu8.com/highlight/detail?id=2217494591","media":"seekingalpha","summary":"Billionaire activist investors Carl Icahn is said to have sold his remaining stake in oil producer O","content":"<html><head></head><body><ul><li>Billionaire activist investors Carl Icahn is said to have sold his remaining stake in oil producer Occidental Petroleum (NYSE:OXY) after having owned it for almost three years.</li><li>Icahn, who had been trimming his once 10% stake in the company in recent says, sold the last of it, according to a WSJ report, which cited a letter he said to the board on Sunday. Icahn&#39;s two remaining representatives on the OXY board are also stepping down.</li><li>The news comes after Warren Buffet&#39;s Berkshire Hathaway (NYSE:BRK.B) disclosed on Friday that he had accumulated a $5B stake in Occidental (OXY). Berkshire Hathaway owns 91M shares, or about a 10% stake in Occidental Petroleum (OXY), according to the latest filings from Friday.</li><li>Developing story ...</li></ul></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>Activist Carl Icahn Said to Sell Remaining Stake in Occidental Petroleum</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\">\nActivist Carl Icahn Said to Sell Remaining Stake in Occidental Petroleum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3810031-activist-carl-icahn-said-to-sell-remaining-stake-in-occidental-petroleum><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Billionaire activist investors Carl Icahn is said to have sold his remaining stake in oil producer Occidental Petroleum (NYSE:OXY) after having owned it for almost three years.Icahn, who had been ...</p>\n\n<a href=\"https://seekingalpha.com/news/3810031-activist-carl-icahn-said-to-sell-remaining-stake-in-occidental-petroleum\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4201":"综合性石油与天然气企业","OXY":"西方石油"},"source_url":"https://seekingalpha.com/news/3810031-activist-carl-icahn-said-to-sell-remaining-stake-in-occidental-petroleum","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2217494591","content_text":"Billionaire activist investors Carl Icahn is said to have sold his remaining stake in oil producer Occidental Petroleum (NYSE:OXY) after having owned it for almost three years.Icahn, who had been trimming his once 10% stake in the company in recent says, sold the last of it, according to a WSJ report, which cited a letter he said to the board on Sunday. Icahn's two remaining representatives on the OXY board are also stepping down.The news comes after Warren Buffet's Berkshire Hathaway (NYSE:BRK.B) disclosed on Friday that he had accumulated a $5B stake in Occidental (OXY). Berkshire Hathaway owns 91M shares, or about a 10% stake in Occidental Petroleum (OXY), according to the latest filings from Friday.Developing story ...","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187737934,"gmtCreate":1623764269128,"gmtModify":1703818601374,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"This is good news!!!!&nbsp;","listText":"This is good news!!!!&nbsp;","text":"This is good news!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/187737934","repostId":"2143680756","repostType":2,"repost":{"id":"2143680756","kind":"highlight","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":1623754913,"share":"https://ttm.financial/m/news/2143680756?lang=&edition=fundamental","pubTime":"2021-06-15 19:01","market":"us","language":"en","title":"AMC short sellers lost $488 mln after Monday's rally - Ortex","url":"https://stock-news.laohu8.com/highlight/detail?id=2143680756","media":"Reuters","summary":"June 15 (Reuters) - Investors shorting \"meme stock\" AMC Entertainment    are estimated to have lost ","content":"<html><body><p>June 15 (Reuters) - Investors shorting \"meme stock\" AMC Entertainment    are estimated to have lost about $488 million on Monday after a rally that sent the cinema operator's shares up more than 15%, data from financial analytics firm Ortex showed.</p><p>   By contrast, AMC short-sellers suffered $1.2 billion in mark-to-market losses for the week to May 28, when small-time traders on online discussion groups sent the stock up about 116%, triggering a phenomenon known as a \"short squeeze\".</p><p>   AMC shares were down 0.1% in premarket trading on Tuesday. The stock has surged more than 2,500% so far this year.</p><p> (Reporting by Sagarika Jaisinghani in Bengaluru and Sujata Rao in London; Editing by Anil D'Silva)</p><p>((sagarika.jaisinghani@thomsonreuters.com;))</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>AMC short sellers lost $488 mln after Monday's rally - Ortex</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\">\nAMC short sellers lost $488 mln after Monday's rally - Ortex\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\">2021-06-15 19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>June 15 (Reuters) - Investors shorting \"meme stock\" AMC Entertainment    are estimated to have lost about $488 million on Monday after a rally that sent the cinema operator's shares up more than 15%, data from financial analytics firm Ortex showed.</p><p>   By contrast, AMC short-sellers suffered $1.2 billion in mark-to-market losses for the week to May 28, when small-time traders on online discussion groups sent the stock up about 116%, triggering a phenomenon known as a \"short squeeze\".</p><p>   AMC shares were down 0.1% in premarket trading on Tuesday. The stock has surged more than 2,500% so far this year.</p><p> (Reporting by Sagarika Jaisinghani in Bengaluru and Sujata Rao in London; Editing by Anil D'Silva)</p><p>((sagarika.jaisinghani@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143680756","content_text":"June 15 (Reuters) - Investors shorting \"meme stock\" AMC Entertainment    are estimated to have lost about $488 million on Monday after a rally that sent the cinema operator's shares up more than 15%, data from financial analytics firm Ortex showed.   By contrast, AMC short-sellers suffered $1.2 billion in mark-to-market losses for the week to May 28, when small-time traders on online discussion groups sent the stock up about 116%, triggering a phenomenon known as a \"short squeeze\".   AMC shares were down 0.1% in premarket trading on Tuesday. The stock has surged more than 2,500% so far this year. (Reporting by Sagarika Jaisinghani in Bengaluru and Sujata Rao in London; Editing by Anil D'Silva)((sagarika.jaisinghani@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982744143,"gmtCreate":1667262485783,"gmtModify":1676537886481,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"💪💪💪","listText":"💪💪💪","text":"💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982744143","repostId":"2280334050","repostType":4,"repost":{"id":"2280334050","kind":"highlight","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":1667257622,"share":"https://ttm.financial/m/news/2280334050?lang=&edition=fundamental","pubTime":"2022-11-01 07:07","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Strong Month on Weaker Note; Focus on Fed Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2280334050","media":"Reuters","summary":"Apple falls after report of iPhone production slumpGlobal Payments down on weak forecastDow scores b","content":"<html><head></head><body><ul><li>Apple falls after report of iPhone production slump</li><li>Global Payments down on weak forecast</li><li>Dow scores biggest monthly percentage gain in decades</li><li>Dow down 0.39%, S&amp;P 500 down 0.75%, Nasdaq down 1.03%</li></ul><p>U.S. stocks lost ground on Monday, with the major indexes closing out a strong month of gains on a weaker foot, as investor focus turned to the Federal Reserve&#39;s policy meeting this week.</p><p>The central bank is widely expected to raise interest rates by 75 basis points on Wednesday at the conclusion of its two-day policy meeting, but investors will look for any signals the Fed may be considering a deceleration in interest rate hikes in the future.</p><p>Hopes the Fed may pull back from its aggressive interest rate hike policy have lifted equities in recent weeks, with the S&amp;P 500 notching a gain of nearly 9% over the past two weeks. The Dow booked its biggest monthly percentage gain since January 1976 and biggest October percentage gain since at least 1900.</p><p>Comments from Fed officials after the policy decision as well as labor market data later this week will help shape market expectations for future hikes starting at the December meeting.</p><p>&#34;It is pretty much a foregone conclusion, it has been almost a 100% probability for at least three weeks now that it would be three-quarters of a point and very little chance that it is going to be more or less than that, but there is always apprehension on the part of everyone just waiting for that to be done,&#34; said Randy Frederick, managing director, trading and derivatives, Charles Schwab in Austin, Texas.</p><p>&#34;People are going to be digesting what is said on Wednesday about what happens on Dec. 14. My hope is that would be a quarter point. In reality, it is probably going to be half a point, but even that would be a very positive sign for the market.&#34;</p><p>The Dow Jones Industrial Average    fell 128.85 points, or 0.39%, to 32,732.95, the S&amp;P 500    lost 29.08 points, or 0.75%, to 3,871.98 and the Nasdaq Composite    dropped 114.31 points, or 1.03%, to 10,988.15.</p><p>For the month, the Dow jumped 13.95%, the S&amp;P climbed 7.99% and the Nasdaq advanced 3.9%.</p><p>Apple Inc    lost 1.54% after a Reuters report said production of its iPhones could slump by as much as 30% next month due to tightening COVID-19 curbs in China.</p><p>Megacap growth names such as Amazon.com and Google-owner Alphabet    which have been under pressure in the rising rate environment, were also lower, down 0.94% and 1.85%, respectively.</p><p>Nearly all 11 S&amp;P 500 sectors fell, with technology and communication services    the worst performers with declines of more than 1%. Energy was the sole advancer ahead of remarks on oil companies by U.S. President Joe Biden later on Monday.</p><p>Energy companies such as Chevron and Exxon Mobil handily beaten profit estimates this quarter, benefiting from surging energy prices, in contrast to Big Tech firms that have largely disappointed investors.</p><p>&#34;Dividend stocks, energy, stuff that is short duration, industrials ... that is what is working,&#34; said Eric Diton, president and managing director at The Wealth Alliance in Boca Raton, Florida.</p><p>With around half of the companies in the S&amp;P 500 having reported their quarterly results so far, third-quarter earnings growth estimates stands at 4%, according to Refintiv data, slightly lower than the 4.1% last week.</p><p>Global Payments Inc    slumped 8.82% after the company forecast full-year revenue below estimates.</p><p>Volume on U.S. exchanges was 11.53 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.29-to-1 ratio; on Nasdaq, a 1.22-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 24 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 137 new highs and 113 new lows.</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>US STOCKS-Wall Street Ends Strong Month on Weaker Note; Focus on Fed Meeting</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\">\nUS STOCKS-Wall Street Ends Strong Month on Weaker Note; Focus on Fed Meeting\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\">2022-11-01 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Apple falls after report of iPhone production slump</li><li>Global Payments down on weak forecast</li><li>Dow scores biggest monthly percentage gain in decades</li><li>Dow down 0.39%, S&amp;P 500 down 0.75%, Nasdaq down 1.03%</li></ul><p>U.S. stocks lost ground on Monday, with the major indexes closing out a strong month of gains on a weaker foot, as investor focus turned to the Federal Reserve&#39;s policy meeting this week.</p><p>The central bank is widely expected to raise interest rates by 75 basis points on Wednesday at the conclusion of its two-day policy meeting, but investors will look for any signals the Fed may be considering a deceleration in interest rate hikes in the future.</p><p>Hopes the Fed may pull back from its aggressive interest rate hike policy have lifted equities in recent weeks, with the S&amp;P 500 notching a gain of nearly 9% over the past two weeks. The Dow booked its biggest monthly percentage gain since January 1976 and biggest October percentage gain since at least 1900.</p><p>Comments from Fed officials after the policy decision as well as labor market data later this week will help shape market expectations for future hikes starting at the December meeting.</p><p>&#34;It is pretty much a foregone conclusion, it has been almost a 100% probability for at least three weeks now that it would be three-quarters of a point and very little chance that it is going to be more or less than that, but there is always apprehension on the part of everyone just waiting for that to be done,&#34; said Randy Frederick, managing director, trading and derivatives, Charles Schwab in Austin, Texas.</p><p>&#34;People are going to be digesting what is said on Wednesday about what happens on Dec. 14. My hope is that would be a quarter point. In reality, it is probably going to be half a point, but even that would be a very positive sign for the market.&#34;</p><p>The Dow Jones Industrial Average    fell 128.85 points, or 0.39%, to 32,732.95, the S&amp;P 500    lost 29.08 points, or 0.75%, to 3,871.98 and the Nasdaq Composite    dropped 114.31 points, or 1.03%, to 10,988.15.</p><p>For the month, the Dow jumped 13.95%, the S&amp;P climbed 7.99% and the Nasdaq advanced 3.9%.</p><p>Apple Inc    lost 1.54% after a Reuters report said production of its iPhones could slump by as much as 30% next month due to tightening COVID-19 curbs in China.</p><p>Megacap growth names such as Amazon.com and Google-owner Alphabet    which have been under pressure in the rising rate environment, were also lower, down 0.94% and 1.85%, respectively.</p><p>Nearly all 11 S&amp;P 500 sectors fell, with technology and communication services    the worst performers with declines of more than 1%. Energy was the sole advancer ahead of remarks on oil companies by U.S. President Joe Biden later on Monday.</p><p>Energy companies such as Chevron and Exxon Mobil handily beaten profit estimates this quarter, benefiting from surging energy prices, in contrast to Big Tech firms that have largely disappointed investors.</p><p>&#34;Dividend stocks, energy, stuff that is short duration, industrials ... that is what is working,&#34; said Eric Diton, president and managing director at The Wealth Alliance in Boca Raton, Florida.</p><p>With around half of the companies in the S&amp;P 500 having reported their quarterly results so far, third-quarter earnings growth estimates stands at 4%, according to Refintiv data, slightly lower than the 4.1% last week.</p><p>Global Payments Inc    slumped 8.82% after the company forecast full-year revenue below estimates.</p><p>Volume on U.S. exchanges was 11.53 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.29-to-1 ratio; on Nasdaq, a 1.22-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 24 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 137 new highs and 113 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280334050","content_text":"Apple falls after report of iPhone production slumpGlobal Payments down on weak forecastDow scores biggest monthly percentage gain in decadesDow down 0.39%, S&P 500 down 0.75%, Nasdaq down 1.03%U.S. stocks lost ground on Monday, with the major indexes closing out a strong month of gains on a weaker foot, as investor focus turned to the Federal Reserve's policy meeting this week.The central bank is widely expected to raise interest rates by 75 basis points on Wednesday at the conclusion of its two-day policy meeting, but investors will look for any signals the Fed may be considering a deceleration in interest rate hikes in the future.Hopes the Fed may pull back from its aggressive interest rate hike policy have lifted equities in recent weeks, with the S&P 500 notching a gain of nearly 9% over the past two weeks. The Dow booked its biggest monthly percentage gain since January 1976 and biggest October percentage gain since at least 1900.Comments from Fed officials after the policy decision as well as labor market data later this week will help shape market expectations for future hikes starting at the December meeting.\"It is pretty much a foregone conclusion, it has been almost a 100% probability for at least three weeks now that it would be three-quarters of a point and very little chance that it is going to be more or less than that, but there is always apprehension on the part of everyone just waiting for that to be done,\" said Randy Frederick, managing director, trading and derivatives, Charles Schwab in Austin, Texas.\"People are going to be digesting what is said on Wednesday about what happens on Dec. 14. My hope is that would be a quarter point. In reality, it is probably going to be half a point, but even that would be a very positive sign for the market.\"The Dow Jones Industrial Average    fell 128.85 points, or 0.39%, to 32,732.95, the S&P 500    lost 29.08 points, or 0.75%, to 3,871.98 and the Nasdaq Composite    dropped 114.31 points, or 1.03%, to 10,988.15.For the month, the Dow jumped 13.95%, the S&P climbed 7.99% and the Nasdaq advanced 3.9%.Apple Inc    lost 1.54% after a Reuters report said production of its iPhones could slump by as much as 30% next month due to tightening COVID-19 curbs in China.Megacap growth names such as Amazon.com and Google-owner Alphabet    which have been under pressure in the rising rate environment, were also lower, down 0.94% and 1.85%, respectively.Nearly all 11 S&P 500 sectors fell, with technology and communication services    the worst performers with declines of more than 1%. Energy was the sole advancer ahead of remarks on oil companies by U.S. President Joe Biden later on Monday.Energy companies such as Chevron and Exxon Mobil handily beaten profit estimates this quarter, benefiting from surging energy prices, in contrast to Big Tech firms that have largely disappointed investors.\"Dividend stocks, energy, stuff that is short duration, industrials ... that is what is working,\" said Eric Diton, president and managing director at The Wealth Alliance in Boca Raton, Florida.With around half of the companies in the S&P 500 having reported their quarterly results so far, third-quarter earnings growth estimates stands at 4%, according to Refintiv data, slightly lower than the 4.1% last week.Global Payments Inc    slumped 8.82% after the company forecast full-year revenue below estimates.Volume on U.S. exchanges was 11.53 billion shares, compared with the 11.52 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.29-to-1 ratio; on Nasdaq, a 1.22-to-1 ratio favored decliners.The S&P 500 posted 24 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 137 new highs and 113 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003461571,"gmtCreate":1641049479348,"gmtModify":1676533567859,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003461571","repostId":"2200412074","repostType":4,"repost":{"id":"2200412074","kind":"news","pubTimestamp":1641022620,"share":"https://ttm.financial/m/news/2200412074?lang=&edition=fundamental","pubTime":"2022-01-01 15:37","market":"us","language":"en","title":"NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year","url":"https://stock-news.laohu8.com/highlight/detail?id=2200412074","media":"GlobeNewswire","summary":"Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in","content":"<html><head></head><body><p><i>Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021</i></p><ul><li><b><i>NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year</i></b></li><li><b><i>NIO delivered 25,034 vehicles in the three months ended December 2021, increasing by 44.3% year-over-year</i></b></li><li><b><i>NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year</i></b></li><li><b><i>Cumulative deliveries of the ES8, ES6 and EC6 as of December 31, 2021 reached 167,070</i></b></li></ul><p>SHANGHAI, China, Jan. 01, 2022 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its December, fourth quarter and full year 2021 delivery results.</p><p>NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year. The deliveries consisted of 2,782 ES8s, the Company’s six- or seven-seater flagship premium smart electric SUV, 4,939 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,768 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 25,034 vehicles in the fourth quarter of 2021, a new record-high quarterly delivery representing an increase of 44.3% year-over-year. NIO delivered 91,429 vehicles in 2021 in total, representing a strong increase of 109.1% year-over-year. As of December 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 167,070 vehicles.</p><p>On December 18, 2021, NIO held NIO Day 2021 in Suzhou and launched the ET5, a mid-size premium smart electric sedan, with deliveries expected to commence in September 2022. The pre-subsidy starting price of the ET5 is RMB328,000, or RMB258,000 with Battery as a Service (BaaS). In addition, the Company expects to begin the delivery of the ET7, a flagship premium smart electric sedan, in March 2022.</p><p>About NIO Inc.</p><p>NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO launched the ES8, a seven-seater flagship premium smart electric SUV in December 2017, and began deliveries of the ES8 in June 2018 and its variant, the six-seater ES8, in March 2019. NIO launched the ES6, a five-seater high-performance premium smart electric SUV, in December 2018, and began deliveries of the ES6 in June 2019. NIO launched the EC6, a five-seater premium smart electric coupe SUV, in December 2019, and began deliveries of the EC6 in September 2020. NIO launched the ET7, a flagship premium smart electric sedan, in January 2021. NIO launched the ET5, a mid-size premium smart electric sedan, in December 2021.</p></body></html>","source":"yahoofinance","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>NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year</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\">\nNIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-01 15:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in...</p>\n\n<a href=\"https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4539":"次新股","BK4555":"新能源车","BK4526":"热门中概股","NIO":"蔚来","BK4209":"餐馆","BK4007":"制药","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4183":"个人用品","BK4509":"腾讯概念","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","BK4191":"家用电器","BK4167":"医疗保健技术","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2200412074","content_text":"Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in the three months ended December 2021, increasing by 44.3% year-over-yearNIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-yearCumulative deliveries of the ES8, ES6 and EC6 as of December 31, 2021 reached 167,070SHANGHAI, China, Jan. 01, 2022 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its December, fourth quarter and full year 2021 delivery results.NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year. The deliveries consisted of 2,782 ES8s, the Company’s six- or seven-seater flagship premium smart electric SUV, 4,939 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,768 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 25,034 vehicles in the fourth quarter of 2021, a new record-high quarterly delivery representing an increase of 44.3% year-over-year. NIO delivered 91,429 vehicles in 2021 in total, representing a strong increase of 109.1% year-over-year. As of December 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 167,070 vehicles.On December 18, 2021, NIO held NIO Day 2021 in Suzhou and launched the ET5, a mid-size premium smart electric sedan, with deliveries expected to commence in September 2022. The pre-subsidy starting price of the ET5 is RMB328,000, or RMB258,000 with Battery as a Service (BaaS). In addition, the Company expects to begin the delivery of the ET7, a flagship premium smart electric sedan, in March 2022.About NIO Inc.NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO launched the ES8, a seven-seater flagship premium smart electric SUV in December 2017, and began deliveries of the ES8 in June 2018 and its variant, the six-seater ES8, in March 2019. NIO launched the ES6, a five-seater high-performance premium smart electric SUV, in December 2018, and began deliveries of the ES6 in June 2019. NIO launched the EC6, a five-seater premium smart electric coupe SUV, in December 2019, and began deliveries of the EC6 in September 2020. NIO launched the ET7, a flagship premium smart electric sedan, in January 2021. NIO launched the ET5, a mid-size premium smart electric sedan, in December 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127402049,"gmtCreate":1624860269781,"gmtModify":1703846425933,"author":{"id":"3574506496286723","authorId":"3574506496286723","name":"W00000","avatar":"https://static.tigerbbs.com/662105c9a01c78e63789b5a8e7f2c17f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574506496286723","authorIdStr":"3574506496286723"},"themes":[],"htmlText":"Always be in the market. Don't waste time to time it.&nbsp;","listText":"Always be in the market. Don't waste time to time it.&nbsp;","text":"Always be in the market. Don't waste time to time it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127402049","repostId":"2146200677","repostType":2,"repost":{"id":"2146200677","kind":"highlight","pubTimestamp":1624851120,"share":"https://ttm.financial/m/news/2146200677?lang=&edition=fundamental","pubTime":"2021-06-28 11:32","market":"us","language":"en","title":"A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=2146200677","media":"Motley Fool","summary":"A crash or steep correction would be a blessing in disguise, because you'd get to buy these proven winners at a discount.","content":"<p>They're the three words that can ruin an investor's day: stock market crash.</p>\n<p>Although talking about a stock market crash might be considered taboo, the fact is: A crash <i>is</i> on its way. We might not be able to pinpoint when it'll happen, but history is pretty clear that crashes and corrections are inevitable parts of the investing cycle.</p>\n<h2>All signs point to a crash or steep correction in the not-so-distant future</h2>\n<p>As an example, we can look back more than six decades and see that no rebound from a bear-market bottom has ever been this robust or smooth. In the three years following each of the previous eight bear-market bottoms, there were either <a href=\"https://laohu8.com/S/AONE\">one</a> or two double-digit percentage declines in the benchmark <b>S&amp;P 500</b> (SNPINDEX:^GSPC). In other words, rebounding from a bear market is a process that doesn't result in straight-line moves higher, which is what we've witnessed over the past 15 months.</p>\n<p>If you need more evidence, take a closer look at the S&amp;P 500's Shiller price-to-earnings (P/E) ratio, which examines inflation-adjusted earnings over the previous 10 years. As of Monday, June 21, its Shiller P/E of 37.5 is 123% higher than the 151-year average. Even more telling, the S&amp;P has subsequently shed at least 20% of its value in the previous four instances where the Shiller P/E has topped 30 and sustained it. In this instance, history is most definitely not on the market's side.</p>\n<p>The use of margin is equally concerning. Market analytics company Yardeni Research notes that margin debt in May 2021 climbed to a new high of almost $862 billion, and is up around 60% from the prior-year period. Over the past 25 years, there have been only three instances where margin debt increased by 60% on a year-over-year basis. In the previous two instances (the dot-com bubble and the Great Recession), the S&amp;P 500 went on to lose around half its value.</p>\n<p>All signs are suggesting that, sooner rather than later, the stock market is going to crash or correct steeply.</p>\n<h2>These surefire stocks can make you rich</h2>\n<p>Though this might be unnerving to some folks, it's also an incredible opportunity. That's because crashes and corrections are usually short-lived events. They also have a perfect track record of eventually being erased by bull market rallies. As long as you're buying high-quality companies and holding on to your investments for the long term, steep declines represent the perfect times to put your money to work in the stock market.</p>\n<p>When the next crash does inevitably arrive, the following four surefire stocks should make investors a lot richer.</p>\n<h2>Alphabet</h2>\n<p>The idea of buying a company that relies heavily on advertising during periods when the U.S. economy could be in recession might sound odd. But let me assure you, <b>Alphabet</b> (NASDAQ:GOOGL)(NASDAQ:GOOG) is exactly the type of dominant company you'll want to add during periods of heightened volatility.</p>\n<p>Long-term investors buying Alphabet would benefit from two factors. First, recessions and crashes/corrections tend to be short-lived. By comparison, periods of economic expansion usually last multiple years, if not a decade. Alphabet simply bides its time during these short downtrends, then basks in double-digit growth and strong ad-pricing power for its Google internet search platform during long-winded expansions. According to GlobalStats, Google has controlled between 91% and 93% of worldwide internet-search share over the past two years.</p>\n<p>The second reason Alphabet is such a surefire stock to buy during a crash is its innovation. Content-streaming platform YouTube is now <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the three most-visited social sites in the world. Meanwhile, its cloud infrastructure services segment Google Cloud has been consistently growing at close to 50% on a year-over-year basis. Google Cloud will be especially helpful by mid-decade, with the higher margins from infrastructure services helping to catapult Alphabet's operating cash flow.</p>\n<h2>Innovative Industrial Properties</h2>\n<p>Another surefire opportunity can be found with cannabis-focused real estate investment trust (REIT) <b>Innovative Industrial Properties</b> (NYSE:IIPR). Innovative Industrial, or IIP for short, acquires facilities for growing and processing medical marijuana with the purpose of leasing these assets out for long periods of time.</p>\n<p>One of the more obvious benefits of this strategy is that it generates highly predictable cash flow. IIP owned 72 properties spanning 6.6 million square feet of rentable space in 18 states as of the beginning of June. According to the company, 100% of its properties are leased with a weighted-average lease of 16.8 years. It'll likely take less than half this time for the company to receive a complete payback on its $1.6 billion in invested capital. Plus, IIP passes along inflation-based rent hikes annually to its tenants, ensuring a very modest level of organic rental growth.</p>\n<p>What's more, Innovative Industrial is benefiting from federal gridlock on cannabis banking reform. Since marijuana is illegal at the federal level, pot companies have struggled to gain access to basic banking services. IIP resolves this issue with its sale-leaseback program. With this program, IIP acquires properties from multistate operators (MSO) for cash and immediately leases the property it buys back to the seller. This innovative program gives MSOs access to cash, while netting IIP long-term tenants.</p>\n<h2>UnitedHealth Group</h2>\n<p>Healthcare stocks are an incredibly smart place to put your money to work during a crash or steep correction. That's because the healthcare sector is defensive. Since we don't get to choose when we get sick or what ailment(s) we develop, there will always be demand for drugs, devices, and other healthcare services no matter how well or poorly the economy (or stock market) is performing. It's a big reason <b>UnitedHealth Group</b> (NYSE:UNH) is such a winner.</p>\n<p>Here's a little something you might not know: Only a handful of stocks have delivered a positive total return (including dividends paid) in each of the past 12 years since the Great Recession. UnitedHealth Group is one of those 12, and its health-benefits segment is a key reason. Providing health insurance often leads to predictable cash flow and strong premium-pricing power. Even with this pricing power somewhat limited by the Affordable Care Act, UnitedHealth is bringing in more than enough new members that it remains a very profitable segment.</p>\n<p>The other major growth driver for UnitedHealth Group is its healthcare services subsidiary Optum. It provides everything from pharmacy-benefit manager services to data analytics used by hospitals and health-centric organizations. Optum has actually been UnitedHealth's faster-growing operating segment, and it's the better bet to deliver superior long-term operating margins.</p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>A fourth surefire stock you can comfortably buy if a stock market crash or steep correction strikes is <b>salesforce.com</b> (NYSE:CRM), which provides cloud-based customer-relationship management (CRM) software. It's used by consumer-facing businesses to enter customer information, handle product/service issues, manage online marketing campaigns, and even offer predictive sales analysis in real time.</p>\n<p>Through the midpoint of the decade, global CRM revenue is projected to rise annually by a low double-digit percentage. Salesforce, on the other hand, will be growing even faster. CEO Marc Benioff foresees his company increasing its full-year sales from $21.3 billion in its most recent fiscal year to more than $50 billion in five years (fiscal 2026). That's certainly easy to do when his company controls nearly 20% of worldwide CRM revenue as of the first half of 2020, per IDC. That's more than its four closest competitors, <i>combined</i>!</p>\n<p>Salesforce also has a knack for integrating acquisitions and using buyouts as a platform to expand its offerings or cross-sell its solutions. It has a $27.7 billion pending cash-and-stock deal in place to acquire <b><a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a></b>. Though this deal does open a new revenue channel for Salesforce, it's really all about the new exposure to small and medium-size businesses, as well as the ability to use Slack's platform to cross-sell its CRM solutions.</p>\n<p>In short, Salesforce isn't going to be fazed by a short-term crash or correction, which makes it a smart buy for investors.</p>","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>A Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens</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\">\nA Stock Market Crash Is Inevitable: 4 Surefire Stocks to Buy When It Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They're the three words that can ruin an investor's day: stock market crash.\nAlthough talking about a stock market crash might be considered taboo, the fact is: A crash is on its way. We might not be ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","UNH":"联合健康","IIPR":"Innovative Industrial Properties Inc","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2021/06/26/stock-market-crash-is-inevitable-4-surefire-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146200677","content_text":"They're the three words that can ruin an investor's day: stock market crash.\nAlthough talking about a stock market crash might be considered taboo, the fact is: A crash is on its way. We might not be able to pinpoint when it'll happen, but history is pretty clear that crashes and corrections are inevitable parts of the investing cycle.\nAll signs point to a crash or steep correction in the not-so-distant future\nAs an example, we can look back more than six decades and see that no rebound from a bear-market bottom has ever been this robust or smooth. In the three years following each of the previous eight bear-market bottoms, there were either one or two double-digit percentage declines in the benchmark S&P 500 (SNPINDEX:^GSPC). In other words, rebounding from a bear market is a process that doesn't result in straight-line moves higher, which is what we've witnessed over the past 15 months.\nIf you need more evidence, take a closer look at the S&P 500's Shiller price-to-earnings (P/E) ratio, which examines inflation-adjusted earnings over the previous 10 years. As of Monday, June 21, its Shiller P/E of 37.5 is 123% higher than the 151-year average. Even more telling, the S&P has subsequently shed at least 20% of its value in the previous four instances where the Shiller P/E has topped 30 and sustained it. In this instance, history is most definitely not on the market's side.\nThe use of margin is equally concerning. Market analytics company Yardeni Research notes that margin debt in May 2021 climbed to a new high of almost $862 billion, and is up around 60% from the prior-year period. Over the past 25 years, there have been only three instances where margin debt increased by 60% on a year-over-year basis. In the previous two instances (the dot-com bubble and the Great Recession), the S&P 500 went on to lose around half its value.\nAll signs are suggesting that, sooner rather than later, the stock market is going to crash or correct steeply.\nThese surefire stocks can make you rich\nThough this might be unnerving to some folks, it's also an incredible opportunity. That's because crashes and corrections are usually short-lived events. They also have a perfect track record of eventually being erased by bull market rallies. As long as you're buying high-quality companies and holding on to your investments for the long term, steep declines represent the perfect times to put your money to work in the stock market.\nWhen the next crash does inevitably arrive, the following four surefire stocks should make investors a lot richer.\nAlphabet\nThe idea of buying a company that relies heavily on advertising during periods when the U.S. economy could be in recession might sound odd. But let me assure you, Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) is exactly the type of dominant company you'll want to add during periods of heightened volatility.\nLong-term investors buying Alphabet would benefit from two factors. First, recessions and crashes/corrections tend to be short-lived. By comparison, periods of economic expansion usually last multiple years, if not a decade. Alphabet simply bides its time during these short downtrends, then basks in double-digit growth and strong ad-pricing power for its Google internet search platform during long-winded expansions. According to GlobalStats, Google has controlled between 91% and 93% of worldwide internet-search share over the past two years.\nThe second reason Alphabet is such a surefire stock to buy during a crash is its innovation. Content-streaming platform YouTube is now one of the three most-visited social sites in the world. Meanwhile, its cloud infrastructure services segment Google Cloud has been consistently growing at close to 50% on a year-over-year basis. Google Cloud will be especially helpful by mid-decade, with the higher margins from infrastructure services helping to catapult Alphabet's operating cash flow.\nInnovative Industrial Properties\nAnother surefire opportunity can be found with cannabis-focused real estate investment trust (REIT) Innovative Industrial Properties (NYSE:IIPR). Innovative Industrial, or IIP for short, acquires facilities for growing and processing medical marijuana with the purpose of leasing these assets out for long periods of time.\nOne of the more obvious benefits of this strategy is that it generates highly predictable cash flow. IIP owned 72 properties spanning 6.6 million square feet of rentable space in 18 states as of the beginning of June. According to the company, 100% of its properties are leased with a weighted-average lease of 16.8 years. It'll likely take less than half this time for the company to receive a complete payback on its $1.6 billion in invested capital. Plus, IIP passes along inflation-based rent hikes annually to its tenants, ensuring a very modest level of organic rental growth.\nWhat's more, Innovative Industrial is benefiting from federal gridlock on cannabis banking reform. Since marijuana is illegal at the federal level, pot companies have struggled to gain access to basic banking services. IIP resolves this issue with its sale-leaseback program. With this program, IIP acquires properties from multistate operators (MSO) for cash and immediately leases the property it buys back to the seller. This innovative program gives MSOs access to cash, while netting IIP long-term tenants.\nUnitedHealth Group\nHealthcare stocks are an incredibly smart place to put your money to work during a crash or steep correction. That's because the healthcare sector is defensive. Since we don't get to choose when we get sick or what ailment(s) we develop, there will always be demand for drugs, devices, and other healthcare services no matter how well or poorly the economy (or stock market) is performing. It's a big reason UnitedHealth Group (NYSE:UNH) is such a winner.\nHere's a little something you might not know: Only a handful of stocks have delivered a positive total return (including dividends paid) in each of the past 12 years since the Great Recession. UnitedHealth Group is one of those 12, and its health-benefits segment is a key reason. Providing health insurance often leads to predictable cash flow and strong premium-pricing power. Even with this pricing power somewhat limited by the Affordable Care Act, UnitedHealth is bringing in more than enough new members that it remains a very profitable segment.\nThe other major growth driver for UnitedHealth Group is its healthcare services subsidiary Optum. It provides everything from pharmacy-benefit manager services to data analytics used by hospitals and health-centric organizations. Optum has actually been UnitedHealth's faster-growing operating segment, and it's the better bet to deliver superior long-term operating margins.\nSalesforce\nA fourth surefire stock you can comfortably buy if a stock market crash or steep correction strikes is salesforce.com (NYSE:CRM), which provides cloud-based customer-relationship management (CRM) software. It's used by consumer-facing businesses to enter customer information, handle product/service issues, manage online marketing campaigns, and even offer predictive sales analysis in real time.\nThrough the midpoint of the decade, global CRM revenue is projected to rise annually by a low double-digit percentage. Salesforce, on the other hand, will be growing even faster. CEO Marc Benioff foresees his company increasing its full-year sales from $21.3 billion in its most recent fiscal year to more than $50 billion in five years (fiscal 2026). That's certainly easy to do when his company controls nearly 20% of worldwide CRM revenue as of the first half of 2020, per IDC. That's more than its four closest competitors, combined!\nSalesforce also has a knack for integrating acquisitions and using buyouts as a platform to expand its offerings or cross-sell its solutions. It has a $27.7 billion pending cash-and-stock deal in place to acquire Slack Technologies. Though this deal does open a new revenue channel for Salesforce, it's really all about the new exposure to small and medium-size businesses, as well as the ability to use Slack's platform to cross-sell its CRM solutions.\nIn short, Salesforce isn't going to be fazed by a short-term crash or correction, which makes it a smart buy for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}