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2021-05-01

Is Baidu a buy now?

2021-05-06

To buy or not to buy?

2021-05-16

The most valuable company.

2021-05-02

Classic wedge is happening!

2021-05-13

$Tesla Motors(TSLA)$Time to DCA

2021-05-05

Tesla is on a symmetric wedge formation around 700$.

2021-07-29

Raffles Medical becoming investors favorite.

2021-06-15

After many months of sideways price action, Adobe finally broke the resistance to reach ATH.

2021-04-16

Nvidia is disrupting the semiconductor sector yet again!

2021-07-16

Nanofilm is truly unrivaled.

2021-07-04

Can Union Gas go higher?

2021-06-25

Great ariticle, would you like to share it?

Is Amazon Stock A Better Buy Than Apple Through 2025?

2021-06-20

SPAC by Bill Ackman?

2021-04-21

Anyone gearing up to pre order the latest Apple devices?

Apple Introduces iPhone 12 and iPhone 12 mini in a Stunning New Purple

2022-04-21

Great ariticle, would you like to share it?

Sorry, the original content has been removed

2021-07-22

Recovery play

2021-07-10

Bear to Bull?

2021-06-16

Bubble?

It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks

2021-05-21

Great ariticle, would you like to share it?

Sorry, the original content has been removed

2021-07-21

SG banks stock are back in focus. All eyes on the lifting of dividend cap.

Go to Tiger App to see more news

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latest acquisition","listText":"Camplify latest acquisition","text":"Camplify latest acquisition","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960983487","repostId":"2276390684","repostType":2,"repost":{"id":"2276390684","kind":"highlight","pubTimestamp":1666108800,"share":"https://ttm.financial/m/news/2276390684?lang=&edition=fundamental","pubTime":"2022-10-19 00:00","language":"en","title":"Camplify set to double in size through $47.6m acquisition of Germany’s PaulCamper","url":"https://stock-news.laohu8.com/highlight/detail?id=2276390684","media":"Business News Australia","summary":"Peer-to-peer recreational vehicle sharing platform Camplify (ASX: C...","content":"<html><body><div itemprop=\"articleBody\"><p>Peer-to-peer recreational vehicle sharing platform Camplify (ASX: CHL) is poised to expand its market position in Europe through a $47.6 million acquisition of Germany’s PaulCamper.</p><p>The acquisition, accompanied by an $8.5 million capital raising by Camplify to fund further growth initiatives, will position the Australian company as a major global player in the RV rental market, doubling its size by bringing on board PaulCamper’s fleet of 5,500 RVs in Europe.</p><p>PaulCamper, founded in 2013 by Dirk Fehse, has a foothold in Germany, the Netherlands and Austria, which will add to Camplify’s existing operations in Australia, New Zealand, Spain and the UK.</p><p>Camplify will fund the deal via a $1.8 million cash payment and the issue of $45.8 million in Camplify shares to PaulCamper at a price of $1.9624 per share.</p><p>“This acquisition delivers Camplify a strategic and targeted growth opportunity in Europe, securing the largest key market, Germany,” says Camplify CEO and founder Justin Hales.</p><p>“It provides Camplify with an excellent team of digital marketplace professionals based in Europe, allowing us as a group to optimise and look for expansion opportunities.</p><p>“I am extremely impressed by the PaulCamper operation, and excited by the ability these transactions provide us to build our business and accelerate our pathway towards cashflow positive position and profitability with significant ability to grow revenue through vertically integrated products.”</p><p>PaulCamper CEO Fehse, who will stay on as head of the European operations, has revealed that the merger of the companies has been in the wings for the past three years.</p><p>“In 2019 Justin and myself met and discussed our shared vision and desire to create a community of RV owners globally who have the passion to share their RVs,” Fehse says.</p><p>“As a business that has secured key markets in Europe, PaulCamper is pleased to take this next step and be a part of a global public company on the journey with Camplify.”</p><p>Camplify says the acquisition is EBITDA accretive at 28.9 per cent before accounting for synergies on a pro-forma basis for FY22.</p><p>The company is raising $8.5 million via a two-tranche placement, at a discounted issue price of $1.70 a share, with the funds to be used to expand Camplify’s insurance division and to assist in delivering synergies from the PaulCamper acquisition.</p><p>A further $2 million capital raising will be offered to shareholders via a share purchase plan once the acquisition is approved by shareholders.</p><p>Camplify posted an $8.2 million loss in FY22, despite a 75 per cent increase in revenue. The company says the PaulCamper acquisition is expected to accelerate the company’s pathway to profitability.</p><p>Camplify shares were trading 9.9 per cent higher at $2.21 at 2.22pm AEDT.</p><div><p>Help us deliver quality journalism to you.As a free and independent news site providing daily updates\r\n                  during a period of unprecedented challenges for businesses everywherewe call on your support</p><div>Support Us</div></div></div></body></html>","source":"businessau_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>Camplify set to double in size through $47.6m acquisition of Germany’s PaulCamper</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\">\nCamplify set to double in size through $47.6m acquisition of Germany’s PaulCamper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businessnewsaustralia.com/articles/camplify-set-to-double-in-size-through--47-6m-acquisition-of-germany-s-paulcamper.html><strong>Business News Australia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Peer-to-peer recreational vehicle sharing platform Camplify (ASX: CHL) is poised to expand its market position in Europe through a $47.6 million acquisition of Germany’s PaulCamper.The acquisition, ...</p>\n\n<a href=\"https://www.businessnewsaustralia.com/articles/camplify-set-to-double-in-size-through--47-6m-acquisition-of-germany-s-paulcamper.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://assets.cdn.thewebconsole.com/S3WEB6082/a_images/634f6ca6c7a58.jpg?v=2&m=6aae426f5af7f52af26aa35cac9e8726&lqip(10)","relate_stocks":{"XAO.AU":"标普/澳交所 普通股指数","CHL.AU":"CAMPLIFY HOLDINGS LTD","XKO.AU":"标普/澳交所 300指数","XJO.AU":"标普/澳交所 200指数"},"source_url":"https://www.businessnewsaustralia.com/articles/camplify-set-to-double-in-size-through--47-6m-acquisition-of-germany-s-paulcamper.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276390684","content_text":"Peer-to-peer recreational vehicle sharing platform Camplify (ASX: CHL) is poised to expand its market position in Europe through a $47.6 million acquisition of Germany’s PaulCamper.The acquisition, accompanied by an $8.5 million capital raising by Camplify to fund further growth initiatives, will position the Australian company as a major global player in the RV rental market, doubling its size by bringing on board PaulCamper’s fleet of 5,500 RVs in Europe.PaulCamper, founded in 2013 by Dirk Fehse, has a foothold in Germany, the Netherlands and Austria, which will add to Camplify’s existing operations in Australia, New Zealand, Spain and the UK.Camplify will fund the deal via a $1.8 million cash payment and the issue of $45.8 million in Camplify shares to PaulCamper at a price of $1.9624 per share.“This acquisition delivers Camplify a strategic and targeted growth opportunity in Europe, securing the largest key market, Germany,” says Camplify CEO and founder Justin Hales.“It provides Camplify with an excellent team of digital marketplace professionals based in Europe, allowing us as a group to optimise and look for expansion opportunities.“I am extremely impressed by the PaulCamper operation, and excited by the ability these transactions provide us to build our business and accelerate our pathway towards cashflow positive position and profitability with significant ability to grow revenue through vertically integrated products.”PaulCamper CEO Fehse, who will stay on as head of the European operations, has revealed that the merger of the companies has been in the wings for the past three years.“In 2019 Justin and myself met and discussed our shared vision and desire to create a community of RV owners globally who have the passion to share their RVs,” Fehse says.“As a business that has secured key markets in Europe, PaulCamper is pleased to take this next step and be a part of a global public company on the journey with Camplify.”Camplify says the acquisition is EBITDA accretive at 28.9 per cent before accounting for synergies on a pro-forma basis for FY22.The company is raising $8.5 million via a two-tranche placement, at a discounted issue price of $1.70 a share, with the funds to be used to expand Camplify’s insurance division and to assist in delivering synergies from the PaulCamper acquisition.A further $2 million capital raising will be offered to shareholders via a share purchase plan once the acquisition is approved by shareholders.Camplify posted an $8.2 million loss in FY22, despite a 75 per cent increase in revenue. The company says the PaulCamper acquisition is expected to accelerate the company’s pathway to profitability.Camplify shares were trading 9.9 per cent higher at $2.21 at 2.22pm AEDT.Help us deliver quality journalism to you.As a free and independent news site providing daily updates\r\n                  during a period of unprecedented challenges for businesses everywherewe call on your supportSupport Us","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082183221,"gmtCreate":1650539378971,"gmtModify":1676534747010,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082183221","repostId":"2229797806","repostType":2,"repost":{"id":"2229797806","kind":"news","pubTimestamp":1650509285,"share":"https://ttm.financial/m/news/2229797806?lang=&edition=fundamental","pubTime":"2022-04-21 10:48","market":"us","language":"en","title":"Nvidia: Growth Beyond Moore's Law","url":"https://stock-news.laohu8.com/highlight/detail?id=2229797806","media":"seekingalpha","summary":"SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU c","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Global demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore&#39;s law has ended.</li><li>NVIDIA&#39;s GPU-accelerated computing has the best shot at meeting the continuously increasing computational demand.</li><li>Demand for their data center and professional visualization is accelerating, while growth from gaming remains outstanding.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9efbb9b3ba633f1f838307996a187d20\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NVIDIA (NASDAQ: NASDAQ:NVDA) initially started as a manufacturer of Graphics Processing Unit (GPU), and saw massive success as the gaming industry grew. Leveraging their superior GPU architecture and significant resources (technology, human capital, and cash), they branched out into scientific computing, artificial intelligence, data platforms, robotics, and other related fields. In particular, their GPU-accelerated computing has the best shot at answering the growing demand for computing power. The recent market volatility has lowered NVIDIA stock below its intrinsic value, and investors should take advantage because:</p><ul><li>Global demand for computing power is growing at an exponential rate, but CPU capacity isn&#39;t keeping pace. It is no longer following Moore&#39;s law of doubling every two years. NVIDIA&#39;s GPU-accelerated computing has the best shot at meeting the exponential growth in computing power.</li><li>Revenue growth is accelerating for the data center and professional visualization segments, while demand for gaming products remains outstanding.</li><li>Thanks to their superior products and economic moat, they enjoy outstanding profitability and massive cash flow.</li></ul><p><b>Solution for Post Moore&#39;s law Era</b></p><p>As we are all aware, the need for computing power is increasing at a rapid pace. Today, high-performance computing is being used in just about every industry, and the growth of block-chain technology, artificial intelligence, health care data usage, and data science are all contributing to the massive growth in demand for computing power. The unfortunate part is that the Central Processing Unit (CPU)&#39;s capacity no longer follows Moore&#39;s law anymore, and the growth rate has slowed from its historical trend.</p><p>Leveraging their superior GPU architecture and advanced technology, NVIDIA became a leader in GPU-accelerated computing, and they have the best shot at meeting the exponentially growing demand for computing power. Currently, NVIDIA&#39;s GPU and networking are able to accelerate many of the fastest supercomputers around the world. Also, their massively parallel computing architecture and associated software are well suited for deep learning, machine learning, and other artificial intelligence-related fields. The detail of the architecture is given in the next segment. Given their dominant leadership position in the GPU segment, superb R&amp;D team, and massive financial and technology resources, I expect them to remain a superpower in the high-performance computing industry.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a541f036692908f17b111307c62dcc7f\" tg-width=\"438\" tg-height=\"291\" width=\"100%\" height=\"auto\"/><span>Death of Moore&#39;s Law and GPU-Computing Performance (NVIDIA Investor Relations)</span></p><p><b>Why is GPU-accelerated computing better than a traditional CPU?</b></p><p>GPU is better able to meet higher computational demands than a CPU. Compared to a CPU, GPU has a lot more cores and is capable of much higher data processing throughput. Therefore, a GPU can break complex problems into thousands of separate tasks and work all at once (parallel computing). In contrast, CPU has low latency and zips through a series of problems at a much faster pace.</p><p>NVIDIA is the pioneer in GPU-accelerated computing platform. They have built a very powerful computation platform by combining the CPU and GPU to get the strengths of both. CPU acts as the quarterback of the system to host the unified and balanced system, the GPU accelerates the computing power with its high throughput capacity, and the Data Processing Units (DPUs) provide enhanced and accelerated networking. Leveraging their expertise in the GPU processing, I expect them to keep the lead in high-performance computing for a while.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9395c1954314b57b02b6aee76949ee25\" tg-width=\"292\" tg-height=\"172\" width=\"100%\" height=\"auto\"/><span>Difference Between CPU and GPU (NVIDIA Blog)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95949cf42536303a865925e32b323897\" tg-width=\"614\" tg-height=\"254\" width=\"100%\" height=\"auto\"/><span>Comparison between traditional CPU vs. GPU accelerated computing (NVIDIA Blog)</span></p><p><b>Accelerating demand for their products</b></p><p>Thanks to their superior technology and performance, demand for their products is accelerating. The revenue growth for the data center and professional visualization segments achieved a staggering 71% and 109% YoY, respectively. The main growth drivers for the data center segment were a growing AI workload (deep learning, machine learning, and natural language processing) and cloud computing, while the drivers for professional visualization were the buildout of the hybrid work environment, 3D design, and rendering. The demand for their main segment, gaming, remained strong with 37% YoY growth.</p><p>Due to the increasing demand for automation and broadening applications for artificial intelligence, the market size for related fields will only continue to increase. Given their dominant leadership position in the GPU segment (83%) and superior computing platform design, I expect NVIDIA to maintain a superior growth trajectory across all three segments in the near future and achieve growth that is even higher than their historic levels (5 year average of 34%). They will certainly remain among my top picks for tech stocks for a while.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7786e73c2621f0d201b83456308db814\" tg-width=\"640\" tg-height=\"379\" width=\"100%\" height=\"auto\"/><span>Gaming Segment Performance (NVIDIA Investor Relations)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7328c22425b85f0f3dc425b6b06df6de\" tg-width=\"640\" tg-height=\"388\" width=\"100%\" height=\"auto\"/><span>Data Center Performance (NVIDIA Investor Relations)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/397cf85c2d69b9bf8ab6b747d14b5696\" tg-width=\"640\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Professional Visualization Performance (NVIDIA Investor Relations)</span></p><p><b>Outstanding profitability and cash flow</b></p><p>Superior technology and brand recognition provides an outstanding economic moat for NVIDIA, and this translates into the aforementioned superb market share and profitability. To give you a perspective of their dominance (market share of 83%), the market share of Microsoft Windows is about 75% on desktop, and the market share of Google is above 90% on search engine. NVIDIA is amongst impressive company. Also, given the increasing demand for computational power and NVIDIA&#39;s leadership position in high-performance computing platform, I expect the market share may increase in the future.</p><p>Leveraging their dominance, they can charge a steep premium on their products and services. This clearly shows up in their profit metrics. All of these metrics (EBIT margin, EBITDA margin, and Net income margin) are well above the sector median. Not only are the profit margins superior, but they have actually been increasing over the past three years, indicating that they are maintaining their superiority. Not surprisingly, given their superb profit margin and fast-rising revenue, they generate a massive operating cash flow ($9.1 B in 2021). I expect this to continue to be the case in the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8dafec76b7257c535e7be181cba0c9e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a12bad0cda765dabed780de5d882efb3\" tg-width=\"520\" tg-height=\"303\" width=\"100%\" height=\"auto\"/><span>NVIDIA Profitability Metric (Seeking Alpha)</span></p><p><b>Intrinsic Value Estimation</b></p><p>I used DCF model to estimate the intrinsic value of NVIDIA. For the estimation, I utilized current operating cash flow ($9.1 B) and current WACC of 8.0% as the discount rate. For the base case, I assumed operating cash flow growth of 50% (mid point between historic value and most recent growth) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed cash flow growth of 52% and 55%, respectively, for the next 5 years and zero growth afterwards. Given the most recent revenue growth was 61.4%, the growth rate of 52% and 55% are well within reason.</p><p>The estimation revealed that the current stock price presents 10-20% upside. Current market volatility is providing a rare opportunity to grab NVIDIA shares at a discount, and I think investors should take advantage of the opportunity. Given their superiority and market dominance, the stock price will achieve its intrinsic value or even trade at a premium in the long run.</p><p><img src=\"https://static.tigerbbs.com/6df7e49d2ebaa7d49c9eb8b97475f416\" tg-width=\"826\" tg-height=\"250\" width=\"100%\" height=\"auto\"/></p><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 8.0%</li><li>Cash Flow Growth Rate: 50% (Base Case), 52% (Bullish Case), 55% (Very Bullish Case)</li><li>Current Cash Flow: $9.1 B</li><li>Current Stock Price: $221.98 (04/19/2022)</li><li>Tax rate: 20%</li></ul><p><b>Risk</b></p><p>Reflecting the popularity of the company and its high growth expectations, the valuation of NVIDIA remains high even after the market-wide sell off. The P/E ratio of NVIDIA (TTM) is at 55.22x, which is almost twice that of the sector median, 26.38x. The high valuation leaves little room for disappointment, and any miss on revenue or profit could result in a substantial drop in stock price. This is especially true during rising interest rates, which typically hits growth stocks the hardest. Therefore, the investor should monitor the macroeconomic indicators.</p><p>The fields in which NVIDIA competes (GPU, Artificial Intelligence, and computing) are highly competitive, and there is always a chance of a new entrant or existing superpower (e.g., Intel, Google, etc) emerging with new technology that disrupts the market. For example, Apple cut ties with Intel a couple of years ago and started manufacturing their own CPU, which has been performing very well. The investor must keep up with rapid changes within the highly competitive tech landscape.</p><p><b>Conclusion</b></p><p>NVIDIA has been a superb investment, and a darling of Wall Street, for several years at this point. Given their superb technology and outstanding products, I expect the trend to continue. Also, the ever-increasing demand for computing power will accelerate NVIDIA&#39;s revenue growth for the foreseeable future. High valuation and the possibility of new technology may challenge NVIDIA, but they hold massive resources which should enable them to handle these threats. Overall, I expect 10-20% return in the long run.</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>Nvidia: Growth Beyond Moore's Law</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Growth Beyond Moore's Law\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore's law has ended.NVIDIA's GPU-accelerated computing has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4567":"ESG概念","BK4543":"AI","BK4529":"IDC概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4579":"人工智能","BK4581":"高盛持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4502479-nvidia-growth-beyond-moores-law","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229797806","content_text":"SummaryGlobal demand for computation power continues to grow exponentially, but unfortunately, CPU capacity no longer grows exponentially. Moore's law has ended.NVIDIA's GPU-accelerated computing has the best shot at meeting the continuously increasing computational demand.Demand for their data center and professional visualization is accelerating, while growth from gaming remains outstanding.Justin Sullivan/Getty Images NewsInvestment ThesisNVIDIA (NASDAQ: NASDAQ:NVDA) initially started as a manufacturer of Graphics Processing Unit (GPU), and saw massive success as the gaming industry grew. Leveraging their superior GPU architecture and significant resources (technology, human capital, and cash), they branched out into scientific computing, artificial intelligence, data platforms, robotics, and other related fields. In particular, their GPU-accelerated computing has the best shot at answering the growing demand for computing power. The recent market volatility has lowered NVIDIA stock below its intrinsic value, and investors should take advantage because:Global demand for computing power is growing at an exponential rate, but CPU capacity isn't keeping pace. It is no longer following Moore's law of doubling every two years. NVIDIA's GPU-accelerated computing has the best shot at meeting the exponential growth in computing power.Revenue growth is accelerating for the data center and professional visualization segments, while demand for gaming products remains outstanding.Thanks to their superior products and economic moat, they enjoy outstanding profitability and massive cash flow.Solution for Post Moore's law EraAs we are all aware, the need for computing power is increasing at a rapid pace. Today, high-performance computing is being used in just about every industry, and the growth of block-chain technology, artificial intelligence, health care data usage, and data science are all contributing to the massive growth in demand for computing power. The unfortunate part is that the Central Processing Unit (CPU)'s capacity no longer follows Moore's law anymore, and the growth rate has slowed from its historical trend.Leveraging their superior GPU architecture and advanced technology, NVIDIA became a leader in GPU-accelerated computing, and they have the best shot at meeting the exponentially growing demand for computing power. Currently, NVIDIA's GPU and networking are able to accelerate many of the fastest supercomputers around the world. Also, their massively parallel computing architecture and associated software are well suited for deep learning, machine learning, and other artificial intelligence-related fields. The detail of the architecture is given in the next segment. Given their dominant leadership position in the GPU segment, superb R&D team, and massive financial and technology resources, I expect them to remain a superpower in the high-performance computing industry.Death of Moore's Law and GPU-Computing Performance (NVIDIA Investor Relations)Why is GPU-accelerated computing better than a traditional CPU?GPU is better able to meet higher computational demands than a CPU. Compared to a CPU, GPU has a lot more cores and is capable of much higher data processing throughput. Therefore, a GPU can break complex problems into thousands of separate tasks and work all at once (parallel computing). In contrast, CPU has low latency and zips through a series of problems at a much faster pace.NVIDIA is the pioneer in GPU-accelerated computing platform. They have built a very powerful computation platform by combining the CPU and GPU to get the strengths of both. CPU acts as the quarterback of the system to host the unified and balanced system, the GPU accelerates the computing power with its high throughput capacity, and the Data Processing Units (DPUs) provide enhanced and accelerated networking. Leveraging their expertise in the GPU processing, I expect them to keep the lead in high-performance computing for a while.Difference Between CPU and GPU (NVIDIA Blog)Comparison between traditional CPU vs. GPU accelerated computing (NVIDIA Blog)Accelerating demand for their productsThanks to their superior technology and performance, demand for their products is accelerating. The revenue growth for the data center and professional visualization segments achieved a staggering 71% and 109% YoY, respectively. The main growth drivers for the data center segment were a growing AI workload (deep learning, machine learning, and natural language processing) and cloud computing, while the drivers for professional visualization were the buildout of the hybrid work environment, 3D design, and rendering. The demand for their main segment, gaming, remained strong with 37% YoY growth.Due to the increasing demand for automation and broadening applications for artificial intelligence, the market size for related fields will only continue to increase. Given their dominant leadership position in the GPU segment (83%) and superior computing platform design, I expect NVIDIA to maintain a superior growth trajectory across all three segments in the near future and achieve growth that is even higher than their historic levels (5 year average of 34%). They will certainly remain among my top picks for tech stocks for a while.Gaming Segment Performance (NVIDIA Investor Relations)Data Center Performance (NVIDIA Investor Relations)Professional Visualization Performance (NVIDIA Investor Relations)Outstanding profitability and cash flowSuperior technology and brand recognition provides an outstanding economic moat for NVIDIA, and this translates into the aforementioned superb market share and profitability. To give you a perspective of their dominance (market share of 83%), the market share of Microsoft Windows is about 75% on desktop, and the market share of Google is above 90% on search engine. NVIDIA is amongst impressive company. Also, given the increasing demand for computational power and NVIDIA's leadership position in high-performance computing platform, I expect the market share may increase in the future.Leveraging their dominance, they can charge a steep premium on their products and services. This clearly shows up in their profit metrics. All of these metrics (EBIT margin, EBITDA margin, and Net income margin) are well above the sector median. Not only are the profit margins superior, but they have actually been increasing over the past three years, indicating that they are maintaining their superiority. Not surprisingly, given their superb profit margin and fast-rising revenue, they generate a massive operating cash flow ($9.1 B in 2021). I expect this to continue to be the case in the foreseeable future.Data by YChartsNVIDIA Profitability Metric (Seeking Alpha)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of NVIDIA. For the estimation, I utilized current operating cash flow ($9.1 B) and current WACC of 8.0% as the discount rate. For the base case, I assumed operating cash flow growth of 50% (mid point between historic value and most recent growth) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed cash flow growth of 52% and 55%, respectively, for the next 5 years and zero growth afterwards. Given the most recent revenue growth was 61.4%, the growth rate of 52% and 55% are well within reason.The estimation revealed that the current stock price presents 10-20% upside. Current market volatility is providing a rare opportunity to grab NVIDIA shares at a discount, and I think investors should take advantage of the opportunity. Given their superiority and market dominance, the stock price will achieve its intrinsic value or even trade at a premium in the long run.The assumptions and data used for the price target estimation are summarized below:WACC: 8.0%Cash Flow Growth Rate: 50% (Base Case), 52% (Bullish Case), 55% (Very Bullish Case)Current Cash Flow: $9.1 BCurrent Stock Price: $221.98 (04/19/2022)Tax rate: 20%RiskReflecting the popularity of the company and its high growth expectations, the valuation of NVIDIA remains high even after the market-wide sell off. The P/E ratio of NVIDIA (TTM) is at 55.22x, which is almost twice that of the sector median, 26.38x. The high valuation leaves little room for disappointment, and any miss on revenue or profit could result in a substantial drop in stock price. This is especially true during rising interest rates, which typically hits growth stocks the hardest. Therefore, the investor should monitor the macroeconomic indicators.The fields in which NVIDIA competes (GPU, Artificial Intelligence, and computing) are highly competitive, and there is always a chance of a new entrant or existing superpower (e.g., Intel, Google, etc) emerging with new technology that disrupts the market. For example, Apple cut ties with Intel a couple of years ago and started manufacturing their own CPU, which has been performing very well. The investor must keep up with rapid changes within the highly competitive tech landscape.ConclusionNVIDIA has been a superb investment, and a darling of Wall Street, for several years at this point. Given their superb technology and outstanding products, I expect the trend to continue. Also, the ever-increasing demand for computing power will accelerate NVIDIA's revenue growth for the foreseeable future. High valuation and the possibility of new technology may challenge NVIDIA, but they hold massive resources which should enable them to handle these threats. Overall, I expect 10-20% return in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039739730,"gmtCreate":1646118501202,"gmtModify":1676534093233,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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/9039739730","repostId":"1140639018","repostType":2,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039449733,"gmtCreate":1646106981246,"gmtModify":1676534092066,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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/9039449733","repostId":"1106936697","repostType":2,"repost":{"id":"1106936697","kind":"news","pubTimestamp":1646104713,"share":"https://ttm.financial/m/news/1106936697?lang=&edition=fundamental","pubTime":"2022-03-01 11:18","market":"us","language":"en","title":"Tesla Is Still Fundamentally Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=1106936697","media":"investorplace","summary":"Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market cap","content":"<html><head></head><body><p>Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.</p><p>Tesla stock opened on Feb. 28 at $815. That’s still a market capitalization of over $890 billion on 2021 revenues of $53.8 billion. Tesla brought 10% of that revenue to the net income line, but the price to earnings (P/E) ratio is still 177, and the price to sales (P/S) ratio 17.</p><p>Tesla stock has always risen against a tide of bearishness, an assumption that CEO Elon Musk could not do what he was in fact doing. But fewer than 3% of shares are now being held short. Analysts are bullish, with 16 of 29 at Tipranks saying buy it.</p><p>That’s probably why I wouldn’t touch it right now.</p><h2>Tesla Still Just Makes Cars</h2><p>CEO Elon Musk has always called Tesla a technology company, but it is still a manufacturer. Manufacturers need supply chains. Supply chains around the world are being disrupted. War and pandemics are inherently disruptive things. Both are generally unhealthy for economies and other living things.</p><p>Ultimately, Tesla isn’t falling because of Musk’s Twitter, a Justice Department probe of shorts or relations with the Biden administration.</p><p>It’s falling on fundamentals. Scaling is difficult. It doesn’t get easier, for cars anyway, after the initial scaling.</p><p>The electric vehicle posse has been after Tesla for years, and they’re closing in. Lucid Group (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) are delivering electric cars that look very Tesla-like. Ford Motor (NYSE:F) has begun doing the same. Volkswagen (OTCMKTS:VWAGY) is ramping up production. Chinese companies are now strong enough to get by on reduced government help.</p><p>To justify its current price, Tesla needs to become bigger than General Motors (NYSE:GM) or Ford within just a few years. Opening its German plant will help. But you’re still assuming last year’s growth of 83% in car deliveries can be replicated. You’re still assuming Tesla can produce, and sell, hundreds of thousands of its butt-ugly Cybertrucks in Texas against Ford, GM, and Toyota (NYSE:TM).</p><h2>Stock Market Exuberance</h2><p>Tesla stock has been falling even while pension funds like Canada’s have been piling in. The assumption is that Tesla is Apple (NASDAQ:AAPL), that its software, electricity, insurance and services will multiply the value of each Tesla sale. But almost 90% of Tesla revenue still comes from cars. Tesla is not a solar panel company either. Battery storage revenues fell 38% in 2021.</p><p>That’s not to say Tesla hasn’t performed well. It has.</p><p>But its stock price assumes it can keep growing near its present rate, even as electric car production elsewhere ramps up.</p><p>We saw this last year with cloud stocks. There’s a limit to what people will pay for growth. Tesla seems to have gone through that limit, at ludicrous speed.</p><p>Meanwhile the Musks have taken their eyes off the ball. Buying Bitcoin while pretending to be unaware of its environmental damage is just stupid. Going into the video game industry is also stupid.</p><h2>The Bottom Line on TSLA Stock</h2><p>There are limits to what investors should pay for growth.</p><p>I think Tesla has exceeded those limits.</p><p>This doesn’t mean Tesla is a bad company. I think it can easily grow its top line by 50% this year, profitably. But then that growth is going to slow. Big numbers are harder to shift. The diversity of income Tesla once promised isn’t happening. It’s still a car company, and Elon Musk is growing bored with it.</p><p>If you assume TSLA stock is worth 10 times current revenue, or that its profit can double and it’s worth 30 times that, you’re still looking at a big drop in its stock price. I think there are better growth opportunities out there, in clouds, in software, in things that scale more easily than cars.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Is Still Fundamentally Overvalued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is Still Fundamentally Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 11:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market ...</p>\n\n<a href=\"https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/02/tsla-stock-still-fundamentally-overvalued/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106936697","content_text":"Tesla (NASDAQ:TSLA) stock has lost about one-third of its value since hitting an all-time high of $1,222/share at the start of November.Tesla stock opened on Feb. 28 at $815. That’s still a market capitalization of over $890 billion on 2021 revenues of $53.8 billion. Tesla brought 10% of that revenue to the net income line, but the price to earnings (P/E) ratio is still 177, and the price to sales (P/S) ratio 17.Tesla stock has always risen against a tide of bearishness, an assumption that CEO Elon Musk could not do what he was in fact doing. But fewer than 3% of shares are now being held short. Analysts are bullish, with 16 of 29 at Tipranks saying buy it.That’s probably why I wouldn’t touch it right now.Tesla Still Just Makes CarsCEO Elon Musk has always called Tesla a technology company, but it is still a manufacturer. Manufacturers need supply chains. Supply chains around the world are being disrupted. War and pandemics are inherently disruptive things. Both are generally unhealthy for economies and other living things.Ultimately, Tesla isn’t falling because of Musk’s Twitter, a Justice Department probe of shorts or relations with the Biden administration.It’s falling on fundamentals. Scaling is difficult. It doesn’t get easier, for cars anyway, after the initial scaling.The electric vehicle posse has been after Tesla for years, and they’re closing in. Lucid Group (NASDAQ:LCID) and Rivian (NASDAQ:RIVN) are delivering electric cars that look very Tesla-like. Ford Motor (NYSE:F) has begun doing the same. Volkswagen (OTCMKTS:VWAGY) is ramping up production. Chinese companies are now strong enough to get by on reduced government help.To justify its current price, Tesla needs to become bigger than General Motors (NYSE:GM) or Ford within just a few years. Opening its German plant will help. But you’re still assuming last year’s growth of 83% in car deliveries can be replicated. You’re still assuming Tesla can produce, and sell, hundreds of thousands of its butt-ugly Cybertrucks in Texas against Ford, GM, and Toyota (NYSE:TM).Stock Market ExuberanceTesla stock has been falling even while pension funds like Canada’s have been piling in. The assumption is that Tesla is Apple (NASDAQ:AAPL), that its software, electricity, insurance and services will multiply the value of each Tesla sale. But almost 90% of Tesla revenue still comes from cars. Tesla is not a solar panel company either. Battery storage revenues fell 38% in 2021.That’s not to say Tesla hasn’t performed well. It has.But its stock price assumes it can keep growing near its present rate, even as electric car production elsewhere ramps up.We saw this last year with cloud stocks. There’s a limit to what people will pay for growth. Tesla seems to have gone through that limit, at ludicrous speed.Meanwhile the Musks have taken their eyes off the ball. Buying Bitcoin while pretending to be unaware of its environmental damage is just stupid. Going into the video game industry is also stupid.The Bottom Line on TSLA StockThere are limits to what investors should pay for growth.I think Tesla has exceeded those limits.This doesn’t mean Tesla is a bad company. I think it can easily grow its top line by 50% this year, profitably. But then that growth is going to slow. Big numbers are harder to shift. The diversity of income Tesla once promised isn’t happening. It’s still a car company, and Elon Musk is growing bored with it.If you assume TSLA stock is worth 10 times current revenue, or that its profit can double and it’s worth 30 times that, you’re still looking at a big drop in its stock price. I think there are better growth opportunities out there, in clouds, in software, in things that scale more easily than cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096731911,"gmtCreate":1644457940015,"gmtModify":1676533929281,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096731911","repostId":"1161779502","repostType":2,"repost":{"id":"1161779502","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":1644446424,"share":"https://ttm.financial/m/news/1161779502?lang=&edition=fundamental","pubTime":"2022-02-10 06:40","market":"us","language":"en","title":"Uber Beats on Revenue, Says Core Business Is Bouncing Back after Omicron Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1161779502","media":"Tiger Newspress","summary":"Uber reported fourth-quarter earnings after-the-bell on Wednesday. The company beat analyst estimate","content":"<html><head></head><body><p>Uber reported fourth-quarter earnings after-the-bell on Wednesday. The company beat analyst estimates on revenue for the quarter and said it’s starting to bounce back from headwinds caused by the omicron coronavirus surge.</p><p>The company’s stock was up more than 6% in after hours trading.</p><p><img src=\"https://static.tigerbbs.com/1785c32207f3088ce50495bbcacb934e\" tg-width=\"841\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Here are the key numbers:</p><ul><li><b>Earnings per share:</b> 44 cents, which is not comparable to estimates.</li><li><b>Revenue:</b>$5.78 billion vs $5.34 billion, according to a Refinitiv survey of analysts.</li></ul><p>For the fourth quarter of 2021, Uber reported $5.8 billion in revenue.</p><p>The California-based company reported adjusted EBITDA of $86 million for the quarter ended Dec. 31, significantly ahead of analyst expectations for $62 million.</p><p>That compared with a loss on the same basis of $454 million a year ago. It marked the company&#39;s second profitable quarter since it first reported positive adjusted EBITDA in the third quarter.</p><p>Uber&#39;s delivery unit, largely made up of its Uber Eats restaurant service, posted its first adjusted EBITDA profit of $25 million, showing Uber&#39;s ability to scale the once loss-making operation against strong competition.</p><p>Delivery emerged as one of the company&#39;s main strengths during the pandemic. Steady delivery bookings signal that the rebound in rides has not come at the expense of food delivery, with consumers sticking to the service even as the economy reopens.</p><p>Rides recovery in the fourth quarter was driven by strong demand for airport trips, which tripled compared to last year. Airport rides are among the most profitable routes for Uber.</p><p>Uber also posted net income of $892 million, as it revalued its stakes in Southeast-Asian Grab and self-driving company Aurora Innovation Inc, just a quarter after it reported a $2.42 billion net loss driven by its stake in Chinese ride service Didi and stock-based compensation.</p><p>The company significantly increased its marketing spend in the fourth quarter, upping sales and marketing expenses by 36% on a quarterly basis. Uber launched several large Uber Eats advertising campaigns in the U.S. market at the end of last year.</p><p>The company&#39;s first-quarter outlook fell short of Wall Street expectations as the Omicron coronavirus variant dampens travel, but Uber Chief Executive Dara Khosrowshahi said business had started picking up into February.</p><p>&#34;While the Omicron variant began to impact our business in late December, mobility is already starting to bounce back, with gross bookings up 25% month-on-month in the most recent week,&#34; Khosrowshahi said in a statement.</p><p>Uber forecast lower-than-expected adjusted profit in the first three months of 2022, as the Omicron coronavirus variant dampened travel demand in January. Smaller U.S. rival Lyft Inc issued a similar warning on Tuesday.</p><p>Uber forecast first-quarter adjusted earnings before interest, taxes, depreciation and amortization, a measure that excludes one-time costs, primarily stock-based compensation, to come in between $100 million and $130 million.</p><p>That compares with analysts&#39; estimate of $149.57 million, according to Refinitiv data. At $25 billion to $26 billion, Uber&#39;s projection for gross bookings also came in below estimates of $27.29 billion.</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>Uber Beats on Revenue, Says Core Business Is Bouncing Back after Omicron Surge</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\">\nUber Beats on Revenue, Says Core Business Is Bouncing Back after Omicron Surge\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\">2022-02-10 06:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Uber reported fourth-quarter earnings after-the-bell on Wednesday. The company beat analyst estimates on revenue for the quarter and said it’s starting to bounce back from headwinds caused by the omicron coronavirus surge.</p><p>The company’s stock was up more than 6% in after hours trading.</p><p><img src=\"https://static.tigerbbs.com/1785c32207f3088ce50495bbcacb934e\" tg-width=\"841\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p><p>Here are the key numbers:</p><ul><li><b>Earnings per share:</b> 44 cents, which is not comparable to estimates.</li><li><b>Revenue:</b>$5.78 billion vs $5.34 billion, according to a Refinitiv survey of analysts.</li></ul><p>For the fourth quarter of 2021, Uber reported $5.8 billion in revenue.</p><p>The California-based company reported adjusted EBITDA of $86 million for the quarter ended Dec. 31, significantly ahead of analyst expectations for $62 million.</p><p>That compared with a loss on the same basis of $454 million a year ago. It marked the company&#39;s second profitable quarter since it first reported positive adjusted EBITDA in the third quarter.</p><p>Uber&#39;s delivery unit, largely made up of its Uber Eats restaurant service, posted its first adjusted EBITDA profit of $25 million, showing Uber&#39;s ability to scale the once loss-making operation against strong competition.</p><p>Delivery emerged as one of the company&#39;s main strengths during the pandemic. Steady delivery bookings signal that the rebound in rides has not come at the expense of food delivery, with consumers sticking to the service even as the economy reopens.</p><p>Rides recovery in the fourth quarter was driven by strong demand for airport trips, which tripled compared to last year. Airport rides are among the most profitable routes for Uber.</p><p>Uber also posted net income of $892 million, as it revalued its stakes in Southeast-Asian Grab and self-driving company Aurora Innovation Inc, just a quarter after it reported a $2.42 billion net loss driven by its stake in Chinese ride service Didi and stock-based compensation.</p><p>The company significantly increased its marketing spend in the fourth quarter, upping sales and marketing expenses by 36% on a quarterly basis. Uber launched several large Uber Eats advertising campaigns in the U.S. market at the end of last year.</p><p>The company&#39;s first-quarter outlook fell short of Wall Street expectations as the Omicron coronavirus variant dampens travel, but Uber Chief Executive Dara Khosrowshahi said business had started picking up into February.</p><p>&#34;While the Omicron variant began to impact our business in late December, mobility is already starting to bounce back, with gross bookings up 25% month-on-month in the most recent week,&#34; Khosrowshahi said in a statement.</p><p>Uber forecast lower-than-expected adjusted profit in the first three months of 2022, as the Omicron coronavirus variant dampened travel demand in January. Smaller U.S. rival Lyft Inc issued a similar warning on Tuesday.</p><p>Uber forecast first-quarter adjusted earnings before interest, taxes, depreciation and amortization, a measure that excludes one-time costs, primarily stock-based compensation, to come in between $100 million and $130 million.</p><p>That compares with analysts&#39; estimate of $149.57 million, according to Refinitiv data. At $25 billion to $26 billion, Uber&#39;s projection for gross bookings also came in below estimates of $27.29 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161779502","content_text":"Uber reported fourth-quarter earnings after-the-bell on Wednesday. The company beat analyst estimates on revenue for the quarter and said it’s starting to bounce back from headwinds caused by the omicron coronavirus surge.The company’s stock was up more than 6% in after hours trading.Here are the key numbers:Earnings per share: 44 cents, which is not comparable to estimates.Revenue:$5.78 billion vs $5.34 billion, according to a Refinitiv survey of analysts.For the fourth quarter of 2021, Uber reported $5.8 billion in revenue.The California-based company reported adjusted EBITDA of $86 million for the quarter ended Dec. 31, significantly ahead of analyst expectations for $62 million.That compared with a loss on the same basis of $454 million a year ago. It marked the company's second profitable quarter since it first reported positive adjusted EBITDA in the third quarter.Uber's delivery unit, largely made up of its Uber Eats restaurant service, posted its first adjusted EBITDA profit of $25 million, showing Uber's ability to scale the once loss-making operation against strong competition.Delivery emerged as one of the company's main strengths during the pandemic. Steady delivery bookings signal that the rebound in rides has not come at the expense of food delivery, with consumers sticking to the service even as the economy reopens.Rides recovery in the fourth quarter was driven by strong demand for airport trips, which tripled compared to last year. Airport rides are among the most profitable routes for Uber.Uber also posted net income of $892 million, as it revalued its stakes in Southeast-Asian Grab and self-driving company Aurora Innovation Inc, just a quarter after it reported a $2.42 billion net loss driven by its stake in Chinese ride service Didi and stock-based compensation.The company significantly increased its marketing spend in the fourth quarter, upping sales and marketing expenses by 36% on a quarterly basis. Uber launched several large Uber Eats advertising campaigns in the U.S. market at the end of last year.The company's first-quarter outlook fell short of Wall Street expectations as the Omicron coronavirus variant dampens travel, but Uber Chief Executive Dara Khosrowshahi said business had started picking up into February.\"While the Omicron variant began to impact our business in late December, mobility is already starting to bounce back, with gross bookings up 25% month-on-month in the most recent week,\" Khosrowshahi said in a statement.Uber forecast lower-than-expected adjusted profit in the first three months of 2022, as the Omicron coronavirus variant dampened travel demand in January. Smaller U.S. rival Lyft Inc issued a similar warning on Tuesday.Uber forecast first-quarter adjusted earnings before interest, taxes, depreciation and amortization, a measure that excludes one-time costs, primarily stock-based compensation, to come in between $100 million and $130 million.That compares with analysts' estimate of $149.57 million, according to Refinitiv data. At $25 billion to $26 billion, Uber's projection for gross bookings also came in below estimates of $27.29 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096240465,"gmtCreate":1644408877863,"gmtModify":1676533922274,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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/9096240465","repostId":"633581048","repostType":1,"repost":{"id":633581048,"gmtCreate":1644221697729,"gmtModify":1676532687016,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556134694513016","authorIdStr":"3556134694513016"},"themes":[],"title":"Short SEA Ltd (Short Term Target: $120; Mid Term $100)","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Market is in an unforgiving mode this year after we’ve seen a battered meltdown in many growth technology and e-commerce stocks. While most of these companies are still in positive territory after their strong run-up during Covid, many of them are starting to give up their gains in the past couple of months. The past couple of weeks we have seen a few notable companies with the likes of Netflix, Meta, Paypal and Shopify taking a beat from the market after earnings. With earnings still to come from many of the other companies, we could very much see a repeat of the same. This article is about SEA Ltd and in this article I will explain why am I not a buyer at the moment despite the shares already crashing more than 60% to da","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Market is in an unforgiving mode this year after we’ve seen a battered meltdown in many growth technology and e-commerce stocks. While most of these companies are still in positive territory after their strong run-up during Covid, many of them are starting to give up their gains in the past couple of months. The past couple of weeks we have seen a few notable companies with the likes of Netflix, Meta, Paypal and Shopify taking a beat from the market after earnings. With earnings still to come from many of the other companies, we could very much see a repeat of the same. This article is about SEA Ltd and in this article I will explain why am I not a buyer at the moment despite the shares already crashing more than 60% to da","text":"$Sea Ltd(SE)$ Market is in an unforgiving mode this year after we’ve seen a battered meltdown in many growth technology and e-commerce stocks. While most of these companies are still in positive territory after their strong run-up during Covid, many of them are starting to give up their gains in the past couple of months. The past couple of weeks we have seen a few notable companies with the likes of Netflix, Meta, Paypal and Shopify taking a beat from the market after earnings. With earnings still to come from many of the other companies, we could very much see a repeat of the same. This article is about SEA Ltd and in this article I will explain why am I not a buyer at the moment despite the shares already crashing more than 60% to da","images":[{"img":"https://static.tigerbbs.com/4acede65578abd3b13fbb5dd12aa7dc8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/aa93381a73ae3d0d2fc0941d24f40665","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/435b8b4d0a21badfa62a7e94b84de12e","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/633581048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007600116,"gmtCreate":1642850630542,"gmtModify":1676533752722,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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/9007600116","repostId":"9004629262","repostType":1,"repost":{"id":9004629262,"gmtCreate":1642589737712,"gmtModify":1676533725345,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Can Microsoft sit back and relax with Blizzard at a premium of 40%?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>Announced that it will buy <a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$Activision Blizzard(ATVI)$</a>at a price of $95 per share&nbsp;Jan&nbsp;18th,&nbsp;after that, the $68.7 billion deal suddenly became the focus of the pan-entertainment and technology circle. Related&nbsp;Reading: <a href=\"https://laohu8.com/TW/{&quot;id&quot;:&quot;9004689292&quot;}\" target=\"_blank\">Microsoft Bought our Game Memories by $68.7 Billion!</a> <a href=\"https://laohu8.com/TW/{&quot;id&quot;:&quot;9004612605&quot;}\" target=\"_blank\">Microsoft's $68.7 bln Deal of Activision, Worth It?</a> Below&nbsp;are&nbsp;4&nbsp;questions&nbsp;i&nbsp;would&nbsp;like&nbsp;to&nbsp;bring&nbsp;to&nbsp;you&nbsp;to&nbsp;think&nbsp;about.&nbsp; 1.&amp;nbs","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>Announced that it will buy <a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$Activision Blizzard(ATVI)$</a>at a price of $95 per share&nbsp;Jan&nbsp;18th,&nbsp;after that, the $68.7 billion deal suddenly became the focus of the pan-entertainment and technology circle. Related&nbsp;Reading: <a href=\"https://laohu8.com/TW/{&quot;id&quot;:&quot;9004689292&quot;}\" target=\"_blank\">Microsoft Bought our Game Memories by $68.7 Billion!</a> <a href=\"https://laohu8.com/TW/{&quot;id&quot;:&quot;9004612605&quot;}\" target=\"_blank\">Microsoft's $68.7 bln Deal of Activision, Worth It?</a> Below&nbsp;are&nbsp;4&nbsp;questions&nbsp;i&nbsp;would&nbsp;like&nbsp;to&nbsp;bring&nbsp;to&nbsp;you&nbsp;to&nbsp;think&nbsp;about.&nbsp; 1.&amp;nbs","text":"$Microsoft(MSFT)$Announced that it will buy $Activision Blizzard(ATVI)$at a price of $95 per share Jan 18th, after that, the $68.7 billion deal suddenly became the focus of the pan-entertainment and technology circle. Related Reading: Microsoft Bought our Game Memories by $68.7 Billion! Microsoft's $68.7 bln Deal of Activision, Worth It? Below are 4 questions i would like to bring to you to think about. 1.&nbs","images":[{"img":"https://static.tigerbbs.com/3b0b49eccde04aac9c8baf739813ac09","width":"796","height":"721"},{"img":"https://static.tigerbbs.com/ed6250705257ac7df2e6e99f9bb7391a","width":"1920","height":"1080"},{"img":"https://static.tigerbbs.com/ac1a35e52d05f143fc010fd45219d0ee","width":"1023","height":"768"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004629262","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":861025385,"gmtCreate":1632443961447,"gmtModify":1676530783547,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Bank charter rumour...","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>Bank charter rumour...","text":"$SoFi Technologies Inc.(SOFI)$Bank charter rumour...","images":[{"img":"https://static.tigerbbs.com/cdbe9570b70d44284c9f77467b1649f2","width":"1080","height":"3720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/861025385","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887365813,"gmtCreate":1631978640132,"gmtModify":1676530681350,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PTRA\">$Proterra Inc.(PTRA)$</a>gogogo","listText":"<a href=\"https://laohu8.com/S/PTRA\">$Proterra Inc.(PTRA)$</a>gogogo","text":"$Proterra Inc.(PTRA)$gogogo","images":[{"img":"https://static.tigerbbs.com/db50925b1ce36c824d1915e20d21b652","width":"1080","height":"3720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/887365813","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":884233826,"gmtCreate":1631892005265,"gmtModify":1676530664344,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORGS\">$Orgenesis Inc.(ORGS)$</a>Let's go.","listText":"<a href=\"https://laohu8.com/S/ORGS\">$Orgenesis Inc.(ORGS)$</a>Let's go.","text":"$Orgenesis Inc.(ORGS)$Let's go.","images":[{"img":"https://static.tigerbbs.com/229a4050ee305e4ffe2e9e1986e3d391","width":"1080","height":"3633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884233826","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830231414,"gmtCreate":1629074673338,"gmtModify":1676529920654,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Wilmar.","listText":"Wilmar.","text":"Wilmar.","images":[{"img":"https://static.tigerbbs.com/01f4b974f28fc851c4a2649cadd9ba48","width":"1080","height":"3633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830231414","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830375343,"gmtCreate":1629020643582,"gmtModify":1676529912162,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Palantir!","listText":"Palantir!","text":"Palantir!","images":[{"img":"https://static.tigerbbs.com/24161325bbf511153b42240a87c4c115","width":"1080","height":"3720"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830375343","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":830372267,"gmtCreate":1629020572559,"gmtModify":1676529912147,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830372267","repostId":"807919017","repostType":1,"repost":{"id":807919017,"gmtCreate":1627995702639,"gmtModify":1703499292702,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556134694513016","authorIdStr":"3556134694513016"},"themes":[],"title":"Alibaba Group Holdings - FY2022 Q1 Earning + Live Conference","htmlText":"Alibaba Group Holdings started the new fiscal year quarter 1 reporting for FY2022 by delivering a pretty decent resultsRevenue for the quarter is at US$31.8 billion, which represents a 34% increase year on year. This includes the consolidation of Sun Art, which was consolidated into the Group numbers from previous quarter.Without Sun Art, revenue would have grown 22% year on year.Monthly Active Customer (MAU) for the platform ecosystem grew to 1.18 billion globally, which is an increase of over 45 million from the previous year. This is broken down into 912m for China consumers and 265 International consumers outside China. Inside China's 912m active users, 828m is mostly engaged in Taobao and Tmall - a dominant China retail marketplace.Income from operations and EBITDA decreased by 11% an","listText":"Alibaba Group Holdings started the new fiscal year quarter 1 reporting for FY2022 by delivering a pretty decent resultsRevenue for the quarter is at US$31.8 billion, which represents a 34% increase year on year. This includes the consolidation of Sun Art, which was consolidated into the Group numbers from previous quarter.Without Sun Art, revenue would have grown 22% year on year.Monthly Active Customer (MAU) for the platform ecosystem grew to 1.18 billion globally, which is an increase of over 45 million from the previous year. This is broken down into 912m for China consumers and 265 International consumers outside China. Inside China's 912m active users, 828m is mostly engaged in Taobao and Tmall - a dominant China retail marketplace.Income from operations and EBITDA decreased by 11% an","text":"Alibaba Group Holdings started the new fiscal year quarter 1 reporting for FY2022 by delivering a pretty decent resultsRevenue for the quarter is at US$31.8 billion, which represents a 34% increase year on year. This includes the consolidation of Sun Art, which was consolidated into the Group numbers from previous quarter.Without Sun Art, revenue would have grown 22% year on year.Monthly Active Customer (MAU) for the platform ecosystem grew to 1.18 billion globally, which is an increase of over 45 million from the previous year. This is broken down into 912m for China consumers and 265 International consumers outside China. Inside China's 912m active users, 828m is mostly engaged in Taobao and Tmall - a dominant China retail marketplace.Income from operations and EBITDA decreased by 11% an","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807919017","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892137897,"gmtCreate":1628643191019,"gmtModify":1676529805316,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Bullish reversal for Wilmar?","listText":"Bullish reversal for Wilmar?","text":"Bullish reversal for Wilmar?","images":[{"img":"https://static.tigerbbs.com/7c5cb8e1f3abd34841dd6ecaa60039df","width":"1080","height":"3633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/892137897","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896157564,"gmtCreate":1628563727658,"gmtModify":1703508194287,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"OCBC turning bullish after the lifting of dividend cap by MAS.","listText":"OCBC turning bullish after the lifting of dividend cap by MAS.","text":"OCBC turning bullish after the lifting of dividend cap by MAS.","images":[{"img":"https://static.tigerbbs.com/aec558b758cd4b01cf58cfcbf5c833ad","width":"1080","height":"3633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896157564","isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898337149,"gmtCreate":1628473034381,"gmtModify":1703506558394,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Crazy correction for SGX.","listText":"Crazy correction for SGX.","text":"Crazy correction for SGX.","images":[{"img":"https://static.tigerbbs.com/44ebf02497fb2584c33b2d6cab87d4e0","width":"1080","height":"3633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/898337149","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807352993,"gmtCreate":1628002043612,"gmtModify":1703499491378,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Nanofilm","listText":"Nanofilm","text":"Nanofilm","images":[{"img":"https://static.tigerbbs.com/baad0328182039fd5f6fa5926368a22b","width":"1080","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807352993","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805367769,"gmtCreate":1627861937051,"gmtModify":1703496601194,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"HRNet consolidation after recent breakout.","listText":"HRNet consolidation after recent breakout.","text":"HRNet consolidation after recent breakout.","images":[{"img":"https://static.tigerbbs.com/b187541dc9d8750108bf534ee1d43eb9","width":"1080","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/805367769","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"content":"Consolidation at $0.80 level. More breakout coming soon?","text":"Consolidation at $0.80 level. More breakout coming soon?","html":"Consolidation at $0.80 level. More breakout coming soon?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805363297,"gmtCreate":1627861552919,"gmtModify":1703496590057,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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 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haha."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126246401,"gmtCreate":1624577121503,"gmtModify":1703840587645,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/126246401","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","kind":"news","pubTimestamp":1624533829,"share":"https://ttm.financial/m/news/1198422658?lang=&edition=fundamental","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple  -Get Report and Amazon  -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple&nbsp;(<b>AAPL</b>) -Get Report&nbsp;and Amazon&nbsp;(<b>AMZN</b>) -Get Report&nbsp;stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Better Buy Than Apple Through 2025?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"content":"@Yyangg Take your pick, AMZN or AAPL?","text":"@Yyangg Take your pick, AMZN or AAPL?","html":"@Yyangg Take your pick, AMZN or AAPL?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165217035,"gmtCreate":1624146476727,"gmtModify":1703829287090,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"SPAC by Bill Ackman?","listText":"SPAC by Bill Ackman?","text":"SPAC by Bill Ackman?","images":[{"img":"https://static.tigerbbs.com/b6f93a92d2187a279099c964157f63c7","width":"1080","height":"3324"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/165217035","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371415450,"gmtCreate":1618965338370,"gmtModify":1704717545180,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Anyone gearing up to pre order the latest Apple devices?","listText":"Anyone gearing up to pre order the latest Apple devices?","text":"Anyone gearing up to pre order the latest Apple devices?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/371415450","repostId":"2129784086","repostType":4,"repost":{"id":"2129784086","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":1618940403,"share":"https://ttm.financial/m/news/2129784086?lang=&edition=fundamental","pubTime":"2021-04-21 01:40","market":"us","language":"en","title":"Apple Introduces iPhone 12 and iPhone 12 mini in a Stunning New Purple","url":"https://stock-news.laohu8.com/highlight/detail?id=2129784086","media":"Tiger Newspress","summary":"Apple today unveiled an all-new stunning purple finish for iPhone 12 and iPhone 12 mini. This new color beautifully accentuates the flat aluminum edges of iPhone 12, which are perfectly color-matched to the precision-milled back glass. Both models feature an advanced dual-camera system that delivers powerful computational photography features and the highest-quality video in a smartphone, with expansive edge-to-edge Super Retina XDR displays with OLED for a brighter, more immersive viewing exper","content":"<p>Apple&nbsp;today unveiled an all-new stunning purple finish for iPhone 12 and iPhone 12 mini. This new color beautifully accentuates the flat aluminum edges of iPhone 12, which are perfectly color-matched to the precision-milled back glass. Both models feature an advanced dual-camera system that delivers powerful computational photography features and the highest-quality video in a smartphone, with expansive edge-to-edge Super Retina XDR™ displays with OLED for a brighter, more immersive viewing experience, and the Ceramic Shield™ front cover, providing the biggest jump in durability ever on iPhone. The Apple-designed A14 Bionic™ — the fastest chip in a smartphone — powers every experience on iPhone 12 while efficiently managing battery life. iPhone 12 models also bring the best 5G experience, and introduce high-powered wireless charging with MagSafe® and a new ecosystem of accessories that easily attach to iPhone.</p><p><img src=\"https://static.tigerbbs.com/9c448d2543bc9b1a9f524667974831f9\" tg-width=\"480\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>iPhone 12 and iPhone 12 mini in purple will be available for pre-order beginning Friday, April 23, with availability beginning Friday, April 30. Customers can also complement their iPhone with a new MagSafe Leather Case or Leather Sleeve in Deep Violet, a Silicone Case in Capri Blue, Pistachio, Cantaloupe, or Amethyst, or a Leather Wallet in Arizona, all available to order beginning today.</p><p>Apple Inc&nbsp;announced AirTags to find lost items and podcast subscription services that will compete with rival Spotify(SPOT.N)and also introduced an array of slim iMac computers in a variety of colors.</p><p><img src=\"https://static.tigerbbs.com/49de8d6362ac5cea990b248f37bc7398\" tg-width=\"1522\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p><p>AirTags will cost $29 each or four for $99 and will be available starting 8 a.m. ET (1200 GMT) on April 30. Podcast subscription prices will be set by creators and billed monthly, Apple said. Apple will charge creators $19.99 per year for its podcast program.</p><p>Apple introduced a thinner version of its iMac computer that uses its house-designed central processor unit and comes in seven colors, including purple and green. With a 24-inch (61-cm) display, the iMacs are just 11.5 millimeters thick.The iMac will start at $1,299.</p><p><img src=\"https://static.tigerbbs.com/4ab1f95890c11cb28657d58a7fedd1d0\" tg-width=\"1510\" tg-height=\"849\" referrerpolicy=\"no-referrer\"></p><p>Apple introduced new iPad Pros that use the same M1 chip as its computers, rather than a beefed up version of its iPhone chips, and additional ports for connecting monitors and 5G connectivity, aiming the device at content creators looking for a mobile device. The company also said that controllers from Sony's PlayStation and Microsoft's Xbox would work with the iPad Pro, targeting gamers with the new device's speed and display.</p><p>Apple also updated its Apple TV set top box with better color output and a faster processor chip. The new Apple TV 4K will also let users improve a TV's picture by using light sensors on the iPhone.</p><p><img src=\"https://static.tigerbbs.com/80299365d94ead288ef8026cb9584d4c\" tg-width=\"1167\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>Apple said that spouses and partners would be able to share and merge credit lines with its Apple Card, which CEO Tim Cook described as an important step toward making it easier for people to build their credit scores.</p><p>Apple's launch did not mention iCar related issues.</p><p>Apple shares have risen nearly 95% over the past year, faster than the 63% rise in the Nasdaq Composite Index, thanks to a record $274.5 billion in sales for fiscal 2020 as consumers stocked up on electronics during the pandemic. Apple shares were down 1.5%.</p><p><img src=\"https://static.tigerbbs.com/771b46ec0e4dc774e9295a821f897bf4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Macs and iPads accounted for $52.3 billion during its fiscal 2020.</p><p>“The Pro iPads are not the volume sellers, but they blur the line between Mac and iPad. How Apple differentiates between the iPad Pro and the Mac will be very interesting to watch,\" Ben Bajarin, principal analyst for consumer market intelligence at Creative Strategies.</p><p>The AirTag announcement could result in a new round of complaints to lawmakers that Apple is hurting smaller rivals. Tile, a startup that has sold a competing tracker for nearly a decade, last year testified before the U.S. House of Representatives that Apple's App Store rules had made it harder to use Tile's products and will be called before the U.S. Senate to testify on Wednesday.read more</p><p>Apple has said it subjects all apps, including its own, to the same App Store review rules.</p><p>Bob O'Donnell, head of TECHnalysis Research, said he does not believe the trackers will become a big business on their own. \"Because they are so late to this, it might not be that much different than when Apple got into set top boxes like Apple TV. They’re a player. They’re there, but they're not huge,\" he said.</p><p>But Bajarin said the trackers could keep people tied to their iPhones if they rely on them to find items like keys and wallets.</p><p>“The more you buy into just one hardware product, the less likely it is you’ll ever leave,” Bajarin said.</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>Apple Introduces iPhone 12 and iPhone 12 mini in a Stunning New Purple</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 Introduces iPhone 12 and iPhone 12 mini in a Stunning New Purple\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\">2021-04-21 01:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple&nbsp;today unveiled an all-new stunning purple finish for iPhone 12 and iPhone 12 mini. This new color beautifully accentuates the flat aluminum edges of iPhone 12, which are perfectly color-matched to the precision-milled back glass. Both models feature an advanced dual-camera system that delivers powerful computational photography features and the highest-quality video in a smartphone, with expansive edge-to-edge Super Retina XDR™ displays with OLED for a brighter, more immersive viewing experience, and the Ceramic Shield™ front cover, providing the biggest jump in durability ever on iPhone. The Apple-designed A14 Bionic™ — the fastest chip in a smartphone — powers every experience on iPhone 12 while efficiently managing battery life. iPhone 12 models also bring the best 5G experience, and introduce high-powered wireless charging with MagSafe® and a new ecosystem of accessories that easily attach to iPhone.</p><p><img src=\"https://static.tigerbbs.com/9c448d2543bc9b1a9f524667974831f9\" tg-width=\"480\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p><p>iPhone 12 and iPhone 12 mini in purple will be available for pre-order beginning Friday, April 23, with availability beginning Friday, April 30. Customers can also complement their iPhone with a new MagSafe Leather Case or Leather Sleeve in Deep Violet, a Silicone Case in Capri Blue, Pistachio, Cantaloupe, or Amethyst, or a Leather Wallet in Arizona, all available to order beginning today.</p><p>Apple Inc&nbsp;announced AirTags to find lost items and podcast subscription services that will compete with rival Spotify(SPOT.N)and also introduced an array of slim iMac computers in a variety of colors.</p><p><img src=\"https://static.tigerbbs.com/49de8d6362ac5cea990b248f37bc7398\" tg-width=\"1522\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p><p>AirTags will cost $29 each or four for $99 and will be available starting 8 a.m. ET (1200 GMT) on April 30. Podcast subscription prices will be set by creators and billed monthly, Apple said. Apple will charge creators $19.99 per year for its podcast program.</p><p>Apple introduced a thinner version of its iMac computer that uses its house-designed central processor unit and comes in seven colors, including purple and green. With a 24-inch (61-cm) display, the iMacs are just 11.5 millimeters thick.The iMac will start at $1,299.</p><p><img src=\"https://static.tigerbbs.com/4ab1f95890c11cb28657d58a7fedd1d0\" tg-width=\"1510\" tg-height=\"849\" referrerpolicy=\"no-referrer\"></p><p>Apple introduced new iPad Pros that use the same M1 chip as its computers, rather than a beefed up version of its iPhone chips, and additional ports for connecting monitors and 5G connectivity, aiming the device at content creators looking for a mobile device. The company also said that controllers from Sony's PlayStation and Microsoft's Xbox would work with the iPad Pro, targeting gamers with the new device's speed and display.</p><p>Apple also updated its Apple TV set top box with better color output and a faster processor chip. The new Apple TV 4K will also let users improve a TV's picture by using light sensors on the iPhone.</p><p><img src=\"https://static.tigerbbs.com/80299365d94ead288ef8026cb9584d4c\" tg-width=\"1167\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>Apple said that spouses and partners would be able to share and merge credit lines with its Apple Card, which CEO Tim Cook described as an important step toward making it easier for people to build their credit scores.</p><p>Apple's launch did not mention iCar related issues.</p><p>Apple shares have risen nearly 95% over the past year, faster than the 63% rise in the Nasdaq Composite Index, thanks to a record $274.5 billion in sales for fiscal 2020 as consumers stocked up on electronics during the pandemic. Apple shares were down 1.5%.</p><p><img src=\"https://static.tigerbbs.com/771b46ec0e4dc774e9295a821f897bf4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Macs and iPads accounted for $52.3 billion during its fiscal 2020.</p><p>“The Pro iPads are not the volume sellers, but they blur the line between Mac and iPad. How Apple differentiates between the iPad Pro and the Mac will be very interesting to watch,\" Ben Bajarin, principal analyst for consumer market intelligence at Creative Strategies.</p><p>The AirTag announcement could result in a new round of complaints to lawmakers that Apple is hurting smaller rivals. Tile, a startup that has sold a competing tracker for nearly a decade, last year testified before the U.S. House of Representatives that Apple's App Store rules had made it harder to use Tile's products and will be called before the U.S. Senate to testify on Wednesday.read more</p><p>Apple has said it subjects all apps, including its own, to the same App Store review rules.</p><p>Bob O'Donnell, head of TECHnalysis Research, said he does not believe the trackers will become a big business on their own. \"Because they are so late to this, it might not be that much different than when Apple got into set top boxes like Apple TV. They’re a player. They’re there, but they're not huge,\" he said.</p><p>But Bajarin said the trackers could keep people tied to their iPhones if they rely on them to find items like keys and wallets.</p><p>“The more you buy into just one hardware product, the less likely it is you’ll ever leave,” Bajarin said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129784086","content_text":"Apple today unveiled an all-new stunning purple finish for iPhone 12 and iPhone 12 mini. This new color beautifully accentuates the flat aluminum edges of iPhone 12, which are perfectly color-matched to the precision-milled back glass. Both models feature an advanced dual-camera system that delivers powerful computational photography features and the highest-quality video in a smartphone, with expansive edge-to-edge Super Retina XDR™ displays with OLED for a brighter, more immersive viewing experience, and the Ceramic Shield™ front cover, providing the biggest jump in durability ever on iPhone. The Apple-designed A14 Bionic™ — the fastest chip in a smartphone — powers every experience on iPhone 12 while efficiently managing battery life. iPhone 12 models also bring the best 5G experience, and introduce high-powered wireless charging with MagSafe® and a new ecosystem of accessories that easily attach to iPhone.iPhone 12 and iPhone 12 mini in purple will be available for pre-order beginning Friday, April 23, with availability beginning Friday, April 30. Customers can also complement their iPhone with a new MagSafe Leather Case or Leather Sleeve in Deep Violet, a Silicone Case in Capri Blue, Pistachio, Cantaloupe, or Amethyst, or a Leather Wallet in Arizona, all available to order beginning today.Apple Inc announced AirTags to find lost items and podcast subscription services that will compete with rival Spotify(SPOT.N)and also introduced an array of slim iMac computers in a variety of colors.AirTags will cost $29 each or four for $99 and will be available starting 8 a.m. ET (1200 GMT) on April 30. Podcast subscription prices will be set by creators and billed monthly, Apple said. Apple will charge creators $19.99 per year for its podcast program.Apple introduced a thinner version of its iMac computer that uses its house-designed central processor unit and comes in seven colors, including purple and green. With a 24-inch (61-cm) display, the iMacs are just 11.5 millimeters thick.The iMac will start at $1,299.Apple introduced new iPad Pros that use the same M1 chip as its computers, rather than a beefed up version of its iPhone chips, and additional ports for connecting monitors and 5G connectivity, aiming the device at content creators looking for a mobile device. The company also said that controllers from Sony's PlayStation and Microsoft's Xbox would work with the iPad Pro, targeting gamers with the new device's speed and display.Apple also updated its Apple TV set top box with better color output and a faster processor chip. The new Apple TV 4K will also let users improve a TV's picture by using light sensors on the iPhone.Apple said that spouses and partners would be able to share and merge credit lines with its Apple Card, which CEO Tim Cook described as an important step toward making it easier for people to build their credit scores.Apple's launch did not mention iCar related issues.Apple shares have risen nearly 95% over the past year, faster than the 63% rise in the Nasdaq Composite Index, thanks to a record $274.5 billion in sales for fiscal 2020 as consumers stocked up on electronics during the pandemic. Apple shares were down 1.5%.Macs and iPads accounted for $52.3 billion during its fiscal 2020.“The Pro iPads are not the volume sellers, but they blur the line between Mac and iPad. How Apple differentiates between the iPad Pro and the Mac will be very interesting to watch,\" Ben Bajarin, principal analyst for consumer market intelligence at Creative Strategies.The AirTag announcement could result in a new round of complaints to lawmakers that Apple is hurting smaller rivals. Tile, a startup that has sold a competing tracker for nearly a decade, last year testified before the U.S. House of Representatives that Apple's App Store rules had made it harder to use Tile's products and will be called before the U.S. Senate to testify on Wednesday.read moreApple has said it subjects all apps, including its own, to the same App Store review rules.Bob O'Donnell, head of TECHnalysis Research, said he does not believe the trackers will become a big business on their own. \"Because they are so late to this, it might not be that much different than when Apple got into set top boxes like Apple TV. They’re a player. They’re there, but they're not huge,\" he said.But Bajarin said the trackers could keep people tied to their iPhones if they rely on them to find items like keys and wallets.“The more you buy into just one hardware product, the less likely it is you’ll ever leave,” Bajarin said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574943393887740","authorId":"3574943393887740","name":"Geniex","avatar":"https://static.tigerbbs.com/581664640a374b5a1a5c0cc84f9d53f4","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574943393887740","authorIdStr":"3574943393887740"},"content":"Please help to comment and like","text":"Please help to comment and like","html":"Please help to comment and like"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082183221,"gmtCreate":1650539378971,"gmtModify":1676534747010,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082183221","repostId":"2229797806","repostType":2,"isVote":1,"tweetType":1,"viewCount":962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172985927,"gmtCreate":1626927477769,"gmtModify":1703480761628,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Recovery play","listText":"Recovery play","text":"Recovery play","images":[{"img":"https://static.tigerbbs.com/59c0b58602b8c2e11411dfb5ec4d4c01","width":"1080","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/172985927","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148908842,"gmtCreate":1625908786186,"gmtModify":1703750813490,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Bear to Bull?","listText":"Bear to Bull?","text":"Bear to Bull?","images":[{"img":"https://static.tigerbbs.com/8f707da8684f32ce30974b30f39ee7aa","width":"1080","height":"3629"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/148908842","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169362461,"gmtCreate":1623817550553,"gmtModify":1703820412103,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"Bubble?","listText":"Bubble?","text":"Bubble?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/169362461","repostId":"1182315358","repostType":4,"repost":{"id":"1182315358","kind":"news","pubTimestamp":1623814338,"share":"https://ttm.financial/m/news/1182315358?lang=&edition=fundamental","pubTime":"2021-06-16 11:32","market":"us","language":"en","title":"It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1182315358","media":"MarketWatch","summary":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn","content":"<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/724d1ea0bb18bddb367c79abf08c1af9\" tg-width=\"1260\" tg-height=\"841\"><span>It takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)</span></p>\n<p>I don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.</p>\n<p>After 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.</p>\n<p>Maybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.</p>\n<p>But I simply don’t think that’s the most likely outcome.</p>\n<p>And if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.</p>\n<p>I’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.</p>\n<p>Trading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how&nbsp;good analysis starts with empathy.</p>\n<p><b>If I’m selling, who’s buying — and why?</b></p>\n<p>So let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference&nbsp;in Abu Dhabi and everybody was desperate for returns:</p>\n<p>Amid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”</p>\n<p>Since that post, back a year and a half ago, Slack&nbsp;went from $21 to being bought out at $45, Twitter&nbsp;went from $27 to $61, and Tesla&nbsp;went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.</p>\n<p>And now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by&nbsp;23-year-old TikTok influencers&nbsp;doing bitcoin&nbsp;trading astrology.</p>\n<p>Yes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.”&nbsp;Bearish anecdotes everywhere I look, as I wrote recently.</p>\n<p><b>Mr. Market</b></p>\n<p>The other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.</p>\n<p>Mr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.</p>\n<p>Sometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average&nbsp;up 400% from the 1921 lows to the 1929 highs.</p>\n<p><img src=\"https://static.tigerbbs.com/3a6516337aacc614d83584ea90e174f2\" tg-width=\"1260\" tg-height=\"870\"></p>\n<p><b>Learning from Soros</b></p>\n<p>But looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,<i>and</i>the economy crashed because the markets shut down access to capital for investment and growth.</p>\n<p>It was “reflexive,” to borrow a term from the great hedge fund manager&nbsp;George Soros.</p>\n<p>He wrote, and the concept is important to understand:</p>\n<p>“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…</p>\n<p>“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…</p>\n<p>“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…</p>\n<p>“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”</p>\n<p>Stay flexible</p>\n<p>Far-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.</p>\n<p>We don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.</p>\n<p>It’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.</p>\n<p>Most traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.</p>\n<p>We are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.</p>\n<p>I spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.</p>\n<p>As a matter of fact,&nbsp;I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?</p>","source":"lsy1603348471595","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>It’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks</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\">\nIt’s time to be smart like Soros in the ‘blow-off’ stage of the bull market in stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what...</p>\n\n<a href=\"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/its-time-to-be-smart-like-soros-in-the-blow-off-stage-of-the-bull-market-in-stocks-11623788897?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182315358","content_text":"If you’re an investor, you need to be flexible, neither a bull nor a bear.\nIt takes brains and brawn to be an investor these days. (Photo by Isaac Lawrence/AFP via Getty Images)\nI don’t know when what I call the Blow-Off Top of the Bubble-Blowing Bull Market will end.\nAfter 12 years being long and strong and having diamond hands without even knowing that term existed, maybe I’m wrong to turn more cautious.\nMaybe the economy will reopen and rejuvenate the country in such a strong manner that corporate earnings in 2022 and 2023 will make today’s prices seem like bargains.\nBut I simply don’t think that’s the most likely outcome.\nAnd if I’m right that we’re in the throes of the Blow-Off Top of the Bubble-Blowing Bull Market, I do not want to be overly long and on the wrong side of the great unwind when it does start.\nI’m not calling for a near-term crash. I am saying that it’s likely going to be hard for the bulls to make as much money this year as they did last year.\nTrading and investing are tough. There’s always someone on the other side of every trade you make. Always think about who that is and why they are willing to take the other side of your transaction. When you buy, why are they selling it to you at that price? When you sell, who is buying it from you and what are their motivations? Remember, I’ve talked before about how good analysis starts with empathy.\nIf I’m selling, who’s buying — and why?\nSo let’s answer this question right now. Who is buying stocks and cryptos from me when I’ve trimmed and sold for the past month or so? Sure, there are banks and institutions and hedge funds and family offices investing and trading, just as always. On the other hand, remember two years ago when I got back from a hedge fund investment conference in Abu Dhabi and everybody was desperate for returns:\nAmid low interest rates and other investors’ focus on options, credit and currencies, “the lack of focus on traditional stocks and funds that invest in publicly traded stocks makes me think that there is probably more opportunity in such assets than people realize. I certainly see some very compelling long ideas in Revolutionary companies like WORK and TWTR and TSLA.”\nSince that post, back a year and a half ago, Slack went from $21 to being bought out at $45, Twitter went from $27 to $61, and Tesla went from $81 to $616. And funds that were looking everywhere but in the stock market for big gains are … well, pretty much in the markets now and long a bunch of stocks and even long a few cryptos.\nAnd now that those stocks and cryptos and most other assets have gone parabolic in the past year — coming on top of the 10-year bull market — the billion-dollar fund managers are joined by 23-year-old TikTok influencers doing bitcoin trading astrology.\nYes, for real, and she’s very popular. She’s even been right about some of bitcoin’s action in the past few months! If you’re selling cryptos and fintech stocks right now, you’re selling to her and her followers. And also to my friend’s son, who just graduated from a tiny, rural school and whose unemployed uncle gave him $500 to “buy some cryptos. And make sure you get some fintech. I don’t know the symbol, but just look it up and you’ll do fine over the long run.” Bearish anecdotes everywhere I look, as I wrote recently.\nMr. Market\nThe other thing to remember about who’s on the other side of your trade is always to remember that there are smart, cutthroat traders and investors who went to the best schools and have access to more research and real-time data and instant trading access to all kinds of derivatives to layer into their bets. And the only thing they do all day, every day, is figure out how to take your money in mostly legal ways. They’re not playing around. They have no sympathy for you, even if they might empathize with you to better understand your motivations to better take your money.\nMr. Market is mean. He’s not nice. He can be cruel. He can force liquidations that create other liquidations. He can shut off access to capital. He can take down 200-year-old banks in a day. In one day.\nSometimes the markets lead the economy and not the other way around. Ironically, when we were young, we were taught that the Great Depression started when the stock market crashed on Black Friday in 1929. But then when we get older, we were taught that it wasn’t actually the crash that created the Great Depression, rather the economy was already crashing and the stock market just didn’t realize it as it continued on its merry way toward a terrible Blow-Off Top of a nine-year Bubble-Blowing Bull Market that culminated with the Dow Jones Industrial Average up 400% from the 1921 lows to the 1929 highs.\n\nLearning from Soros\nBut looking back, it’s clear that both theories are equally right and wrong — the market crashed because the economy wasn’t as good as the market thought it was,andthe economy crashed because the markets shut down access to capital for investment and growth.\nIt was “reflexive,” to borrow a term from the great hedge fund manager George Soros.\nHe wrote, and the concept is important to understand:\n“I continued to consider myself a failed philosopher. All this changed as a result of the financial crisis of 2008. My conceptual framework enabled me both to anticipate the crisis and to deal with it when it finally struck…\n“I can state the core idea in two relatively simple propositions. One is that in situations that have thinking participants, the participants’ view of the world is always partial and distorted. That is the principle of fallibility. The other is that these distorted views can influence the situation to which they relate because false views lead to inappropriate actions. That is the principle of reflexivity…\n“Recognizing reflexivity has been sacrificed to the vain pursuit of certainty in human affairs, most notably in economics, and yet, uncertainty is the key feature of human affairs. Economic theory is built on the concept of equilibrium, and that concept is in direct contradiction with the concept of reflexivity…\n“A positive feedback process is self-reinforcing. It cannot go on forever because eventually the participants’ views would become so far removed from objective reality that the participants would have to recognize them as unrealistic. Nor can the iterative process occur without any change in the actual state of affairs, because it is in the nature of positive feedback that it reinforces whatever tendency prevails in the real world. Instead of equilibrium, we are faced with a dynamic disequilibrium or what may be described as far-from-equilibrium conditions. Usually in far-from-equilibrium situations the divergence between perceptions and reality leads to a climax which sets in motion a positive feedback process in the opposite direction. Such initially self-reinforcing but eventually self-defeating boom-bust processes or bubbles are characteristic of financial markets, but they can also be found in other spheres. There, I call them fertile fallacies—interpretations of reality that are distorted, yet produce results which reinforce the distortion.”\nStay flexible\nFar-from-equilibrium conditions was what we had in 2010-2013 when we loaded up on Revolutionary stocks and started buying cryptos like bitcoin. Far-from-equilibrium conditions might be what we have in front of us right now when I suggest getting cautious instead.\nWe don’t want to be permabulls. (You for sure don’t want to be a permabear!) We have to be flexible. We have to let our analysis and risk/reward scenarios dictate how much risk we’re taking and when. We have to pay attention to the cycles, the self-reinforcing cycles that drive economies and markets and valuations and earnings and societal interactions and bailouts and financial crises and bubbles and busts and, heaven forbid, just simple stagnation.\nIt’s as if everybody forgets that markets can bubble and crash and stagnate. They forget that markets can grind for years on end without making new highs, or without even making higher highs. Do you not remember telling your money manager sometime in 2010-2012 that “If I’d just handled the Great Financial Crisis (and/or the Dot-Com Crash) a little better, I’d be in better shape.” I used to hear people say that to me all the time. I haven’t heard anybody say that lately. Everybody’s having fun in this market … at least for now.\nMost traders will tell you that they are “just trading the market that is in front of them.” Well, I don’t know when the bubble will pop, but I do know that I don’t want to be on the wrong side of this market when it does. And I do know that we won’t know the bubble has really popped until the self-reinforcing reflexive feedback loop has made it painful for the vast majority of people who are right now feeling wealthy, feeling secure, feeling like they’ve got this trading and investing thing all figured out.\nWe are all fallible. Be careful while it’s fun. Be bold when it’s painful. That’s how I’ve done it for the last 25 years. We were boldly buying these assets when it was painful for others. I’m careful right now because everybody else is having fun.\nI spend a lot of time looking for new ideas and I won’t let my overall market outlook deter me from buying a new name or two. But I want to remain overall cautious and less aggressive than I have been for most of the last decade.\nAs a matter of fact, I might have at least a couple Trade Alerts that I’ll be sending out this week, one long and one short idea. Being flexible, see?","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576883299034662","authorId":"3576883299034662","name":"Yyangg","avatar":"https://static.tigerbbs.com/74cbe0d51c849a822760af8bc2dd6068","crmLevel":5,"crmLevelSwitch":0,"idStr":"3576883299034662","authorIdStr":"3576883299034662"},"content":"@ agoyagiBubble","text":"@ agoyagiBubble","html":"@ agoyagiBubble"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139033064,"gmtCreate":1621572413558,"gmtModify":1704359892962,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"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":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/139033064","repostId":"1161150268","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178511258,"gmtCreate":1626827169274,"gmtModify":1703765869741,"author":{"id":"3579932425739623","authorId":"3579932425739623","name":"agoyagi","avatar":"https://static.tigerbbs.com/8c802b858e86a9cfcdcb5fd68fc241c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579932425739623","authorIdStr":"3579932425739623"},"themes":[],"htmlText":"SG banks stock are back in focus. All eyes on the lifting of dividend cap.","listText":"SG banks stock are back in focus. All eyes on the lifting of dividend cap.","text":"SG banks stock are back in focus. All eyes on the lifting of dividend cap.","images":[{"img":"https://static.tigerbbs.com/390672375dce0f5ffeb516039294bb01","width":"1080","height":"3678"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/178511258","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}