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2024-02-14

I found these three words 1. LUCK 2. HEALTH 3. FORTUNE

2024-02-12

Happy cny guys! Huat ahhh

2022-12-12

[Strong]

Apple: 5 Topics That Should Be on Investors' Minds

2023-12-23

Let's join the game!

2023-01-22

Happy chinese new year! Wishing everyone to huat huat huat and stay healthy this year!

2023-01-15

[Strong]

Top 10 Tech Stocks For 2023

2022-12-08

[Strong]

2 FAANG Stocks Billionaires Are Buying Hand Over Fist in a Nasdaq Bear Market

2022-12-07

[Strong]

TSMC Sees $10 Bln in Annual Revenue From Arizona Chip Plants

2022-12-06

Let's play!

2022-12-02

[Strong]

2 Top Semiconductor Stocks to Buy Hand Over Fist Before 2023

Go to Tiger App to see more news

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Cheers to a better year!","listText":"Happy new year! Cheers to a better year!","text":"Happy new year! Cheers to a better year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258329257037888","isVote":1,"tweetType":1,"viewCount":1770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257960277012480,"gmtCreate":1704012466069,"gmtModify":1704012470000,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099457028807340","authorIdStr":"4099457028807340"},"themes":[],"htmlText":"Good luck everyone! Have fun","listText":"Good luck everyone! Have fun","text":"Good luck everyone! Have fun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257960277012480","isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257497634189376,"gmtCreate":1703899518042,"gmtModify":1703899522371,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099457028807340","authorIdStr":"4099457028807340"},"themes":[],"htmlText":"Good luck everyone![Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","listText":"Good luck everyone![Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","text":"Good luck everyone![Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257497634189376","isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257276501098712,"gmtCreate":1703845543499,"gmtModify":1703845547701,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099457028807340","authorIdStr":"4099457028807340"},"themes":[],"htmlText":"Good luck everyone and have a blessed year ahead!","listText":"Good luck everyone and have a blessed year ahead!","text":"Good luck everyone and have a blessed year ahead!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257276501098712","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":273858704990432,"gmtCreate":1707897829096,"gmtModify":1707897833384,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"I found these three words 1. LUCK 2. HEALTH 3. FORTUNE","listText":"I found these three words 1. LUCK 2. HEALTH 3. FORTUNE","text":"I found these three words 1. LUCK 2. HEALTH 3. FORTUNE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273858704990432","isVote":1,"tweetType":1,"viewCount":3308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273162158280968,"gmtCreate":1707727774606,"gmtModify":1707727779175,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"Happy cny guys! Huat ahhh","listText":"Happy cny guys! Huat ahhh","text":"Happy cny guys! Huat ahhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273162158280968","isVote":1,"tweetType":1,"viewCount":3293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923183136,"gmtCreate":1670809673326,"gmtModify":1676538437393,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923183136","repostId":"2290225801","repostType":2,"repost":{"id":"2290225801","kind":"highlight","pubTimestamp":1670809368,"share":"https://ttm.financial/m/news/2290225801?lang=en_US&edition=fundamental","pubTime":"2022-12-12 09:42","market":"us","language":"en","title":"Apple: 5 Topics That Should Be on Investors' Minds","url":"https://stock-news.laohu8.com/highlight/detail?id=2290225801","media":"Seeking Alpha","summary":"It's no secret that Apple (NASDAQ:AAPL) stands out above all other tech sector titans for a number o","content":"<html><head></head><body><p>It&#39;s no secret that Apple (NASDAQ:AAPL) stands out above all other tech sector titans for a number of reasons.</p><p>For starters, the company easily has one of the most-recognizable brand names and images in not just the tech sector but in all of worldwide business. And even with its share price dropping by 17% this year, Apple (AAPL) still remains the world&#39;s most-valuable company, with a market cap of $2.3T.</p><p>And, because the iPhone still remains the standard by which all other mobile phones are measured, and is Apple&#39;s (AAPL) largest source of revenue, anything related to the disruption of iPhone production is going to get the attention of investors.</p><p>However, analyst Erik Woodring, of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, said that while talk of the iPhone is expected, there are five other questions about Apple (AAPL) that he said are increasing among Apple (AAPL) shareholders, and which are worth considering at the end of the year.</p><p>&#34;The company has a long runway for growth in the core business through increased penetration of emerging markets and growing monetization of under-penetrated services offerings,&#34; Woodring said. &#34;We believe any stock dislocation on the back of supply related disruptions presents an opportunity to own one of the highest quality tech platforms.&#34;</p><p>Among the matters Woodring said that is coming up around Apple (AAPL) is when the stock might reach a &#34;near-term floor&#34;. Woodring said that based on his current earning and price-to-earnings multiple outlooks for 2023, it wouldn&#39;t be surprising to see Apple&#39;s (AAPL) shares fall to as low as $120, from its current level of around $144 a share.</p><p>However, Woodring stressed that he still has a $235-a-share &#34;bull case&#34; valuation on Apple&#39;s (AAPL) stock based on factors such as the company acting more like a &#34;subscription model&#34; due to the increasing sales the company brings in from its services business.</p><p>Woodring also said that reports of iPhone production shortfalls will remain &#34;the key near-term debate&#34; going into 2023. However, he said that demand for the new iPhone 14 models &#34;is more resolute than feared&#34; due to the upgrade intentions of current iPhone owners. Woodring added that in past periods of iPhone production issues, the following year has &#34;always seen better-than-expected growth [and] estimate revisions, showing [that] demand has been more sustainable than initially feared.&#34;</p><p>COVID flareups in China, where Apple (AAPL) partner Foxconn has a massive iPhone-manufacturing plant in Zhengzhou, have added to the topic of Apple (AAPL) diversifying its supply chain in order to be less susceptible to issues in China. As such, Apple (AAPL) has begun to move the some of its Apple Watch, AirPods and older iPhone production to Vietnam and India, and Woodring said, &#34;We wouldn&#39;t be surprised to see regions like India, Vietnam and Malaysia as more significant centers of production over the next few years.&#34;</p><p>With services becoming Apple&#39;s (AAPL) second-largest revenue generator after the iPhone, sales of subscriptions to offerings such as Apple Music and iCloud storage are playing a bigger role in the company&#39;s overall business strategy. Woodring said that the App Store and licensing will likely be the two areas to drive services in the next few years, and return the segment to double-digit year-over-year sales growth.</p><p>Finally, Woodring said that Apple&#39;s (AAPL) launching of an augmented or virtual-reality headset presents &#34;an attractive long-term opportunity&#34; for the company, but it will take time to have a major impact on the company&#39;s overall results.</p><p>&#34;Any product that Apple launches will reflect the quality of the brand and be differentiated by the differentiation of hardware, software and services,&#34; Woodring said. &#34;This could grow over time as a content ecosystem is built out to have broader-reaching impacts.&#34;</p><p>Earlier this months, Apple (AAPL) was reported to have sped up work on its AR/VR headset efforts, and even gave a name to the device&#39;s operating system.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 5 Topics That Should Be on Investors' Minds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3915832-apple-5-topics-that-should-be-on-investors-minds><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's no secret that Apple (NASDAQ:AAPL) stands out above all other tech sector titans for a number of reasons.For starters, the company easily has one of the most-recognizable brand names and images ...</p>\n\n<a href=\"https://seekingalpha.com/news/3915832-apple-5-topics-that-should-be-on-investors-minds\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3915832-apple-5-topics-that-should-be-on-investors-minds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290225801","content_text":"It's no secret that Apple (NASDAQ:AAPL) stands out above all other tech sector titans for a number of reasons.For starters, the company easily has one of the most-recognizable brand names and images in not just the tech sector but in all of worldwide business. And even with its share price dropping by 17% this year, Apple (AAPL) still remains the world's most-valuable company, with a market cap of $2.3T.And, because the iPhone still remains the standard by which all other mobile phones are measured, and is Apple's (AAPL) largest source of revenue, anything related to the disruption of iPhone production is going to get the attention of investors.However, analyst Erik Woodring, of Morgan Stanley, said that while talk of the iPhone is expected, there are five other questions about Apple (AAPL) that he said are increasing among Apple (AAPL) shareholders, and which are worth considering at the end of the year.\"The company has a long runway for growth in the core business through increased penetration of emerging markets and growing monetization of under-penetrated services offerings,\" Woodring said. \"We believe any stock dislocation on the back of supply related disruptions presents an opportunity to own one of the highest quality tech platforms.\"Among the matters Woodring said that is coming up around Apple (AAPL) is when the stock might reach a \"near-term floor\". Woodring said that based on his current earning and price-to-earnings multiple outlooks for 2023, it wouldn't be surprising to see Apple's (AAPL) shares fall to as low as $120, from its current level of around $144 a share.However, Woodring stressed that he still has a $235-a-share \"bull case\" valuation on Apple's (AAPL) stock based on factors such as the company acting more like a \"subscription model\" due to the increasing sales the company brings in from its services business.Woodring also said that reports of iPhone production shortfalls will remain \"the key near-term debate\" going into 2023. However, he said that demand for the new iPhone 14 models \"is more resolute than feared\" due to the upgrade intentions of current iPhone owners. Woodring added that in past periods of iPhone production issues, the following year has \"always seen better-than-expected growth [and] estimate revisions, showing [that] demand has been more sustainable than initially feared.\"COVID flareups in China, where Apple (AAPL) partner Foxconn has a massive iPhone-manufacturing plant in Zhengzhou, have added to the topic of Apple (AAPL) diversifying its supply chain in order to be less susceptible to issues in China. As such, Apple (AAPL) has begun to move the some of its Apple Watch, AirPods and older iPhone production to Vietnam and India, and Woodring said, \"We wouldn't be surprised to see regions like India, Vietnam and Malaysia as more significant centers of production over the next few years.\"With services becoming Apple's (AAPL) second-largest revenue generator after the iPhone, sales of subscriptions to offerings such as Apple Music and iCloud storage are playing a bigger role in the company's overall business strategy. Woodring said that the App Store and licensing will likely be the two areas to drive services in the next few years, and return the segment to double-digit year-over-year sales growth.Finally, Woodring said that Apple's (AAPL) launching of an augmented or virtual-reality headset presents \"an attractive long-term opportunity\" for the company, but it will take time to have a major impact on the company's overall results.\"Any product that Apple launches will reflect the quality of the brand and be differentiated by the differentiation of hardware, software and services,\" Woodring said. \"This could grow over time as a content ecosystem is built out to have broader-reaching impacts.\"Earlier this months, Apple (AAPL) was reported to have sped up work on its AR/VR headset efforts, and even gave a name to the device's operating system.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255212417003760,"gmtCreate":1703321378955,"gmtModify":1703321383383,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"Let's join the game!","listText":"Let's join the game!","text":"Let's join the game!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/255212417003760","isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4159207095924832","authorId":"4159207095924832","name":"Wellhung73","avatar":"https://community-static.tradeup.com/news/4a973fd93f64a3212928076f1fe6c6bb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4159207095924832","idStr":"4159207095924832"},"content":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","html":"Great ariticle, would you like to share it?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952958432,"gmtCreate":1674381691927,"gmtModify":1676538938841,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"Happy chinese new year! Wishing everyone to huat huat huat and stay healthy this year!","listText":"Happy chinese new year! Wishing everyone to huat huat huat and stay healthy this year!","text":"Happy chinese new year! Wishing everyone to huat huat huat and stay healthy this year!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9952958432","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4113904591642392","idStr":"4113904591642392"},"content":"Tag a stock to win coins❣️Wish you a Blessed and Prosperous Year of the Rabbit and 👍 Health🍊🍊🧧🧧🍍🍍🧧🧧 May the Rabbit of Good Fortune Hop🐇🐇🐇 into your 2023 investments❣️","text":"Tag a stock to win coins❣️Wish you a Blessed and Prosperous Year of the Rabbit and 👍 Health🍊🍊🧧🧧🍍🍍🧧🧧 May the Rabbit of Good Fortune Hop🐇🐇🐇 into your 2023 investments❣️","html":"Tag a stock to win coins❣️Wish you a Blessed and Prosperous Year of the Rabbit and 👍 Health🍊🍊🧧🧧🍍🍍🧧🧧 May the Rabbit of Good Fortune Hop🐇🐇🐇 into your 2023 investments❣️"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958596913,"gmtCreate":1673766092333,"gmtModify":1676538883335,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958596913","repostId":"1135653023","repostType":2,"repost":{"id":"1135653023","kind":"news","pubTimestamp":1673754828,"share":"https://ttm.financial/m/news/1135653023?lang=en_US&edition=fundamental","pubTime":"2023-01-15 11:53","market":"us","language":"en","title":"Top 10 Tech Stocks For 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1135653023","media":"Seeking Alpha","summary":"SummaryThe beaten-down tech sector ended 2022 with six consecutive quarters of declines, but 2023 co","content":"<div>\n<p>SummaryThe beaten-down tech sector ended 2022 with six consecutive quarters of declines, but 2023 could offer upside when the market recovers.In anticipation of a 2023 recession, a contrarian position...</p>\n\n<a href=\"https://seekingalpha.com/article/4569772-top-10-tech-stocks-for-2023\">Source Link</a>\n\n</div>\n","source":"seekingalpha_fund","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>Top 10 Tech Stocks For 2023</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; 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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\">\nTop 10 Tech Stocks For 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-15 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4569772-top-10-tech-stocks-for-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe beaten-down tech sector ended 2022 with six consecutive quarters of declines, but 2023 could offer upside when the market recovers.In anticipation of a 2023 recession, a contrarian position...</p>\n\n<a href=\"https://seekingalpha.com/article/4569772-top-10-tech-stocks-for-2023\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","TSM":"台积电","SMCI":"超微电脑","HLIT":"谐波","ACLS":"Axcelis科技设计公司","MODN":"Model N Inc.","FN":"Fabrinet","AMKR":"艾马克技术公司","SANM":"新美亚电子","HIMX":"奇景光电"},"source_url":"https://seekingalpha.com/article/4569772-top-10-tech-stocks-for-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135653023","content_text":"SummaryThe beaten-down tech sector ended 2022 with six consecutive quarters of declines, but 2023 could offer upside when the market recovers.In anticipation of a 2023 recession, a contrarian position of buying stocks in the beaten-down tech sector may be just the risk-reward you need to start the new year.We'll look at 10 Strong Buy tech stocks that have performed well during the 2022 downturn. The stocks have excellent fundamentals, and their bullish momentum indicates they could perform well.My 10 Top Tech Stocks possess forward EPS growth rates ranging from 20% to 118%, and eight have forward P/E ratios below 18x. All have solid profitability and excellent factor grades.Not one of our Strong Buy recommendations is a Mega Tech stock or FAANG. Our Quant Rating System provides powerful signals that separate the weak from the strong and can help investors minimize risk and maximize returns.Tech OptionsIt's not new news that the 2022 markets took investors and their portfolios on a rollercoaster ride. Technology was one of the worst-performing sectors (XLK) -24%, ending 2022 with six consecutive quarters of declines, as showcased in the below chart. And after poorer than expected earnings, slowing revenues, deteriorating profit margins, and slashing more than 154,000 jobs in 2022, many tech companies continue their plight.Six Consecutive Quarters of Tech DeclinesSix Quarters of Tech Declines (Bloomberg Finance)Uncertainty is looming in the first part of 2023 as an economic downturn seems likely, and companies take steps to reduce costs in anticipation of revenue declines. After the 33% decline in the Nasdaq 100, its worst showing since 2008, \"Analysts have already slashed revenue growth estimates for tech companies to 2.4% for 2023, versus a consensus projection of 5.4% just three months ago,\" according to Bloomberg Intelligence.Tech Sector Job Cuts Chart (Bloomberg)And although projections for 2023 earnings are expected to fall 2.2% versus the growth projection of 4.3%, as investors and the economy battle 40-year high inflation, consumers - and companies - will likely feel the pain.But then there's the latest 'Goldilocks' CPI reading that shows consumer prices rose 6.5% over the last 12 months, one of the slowest inflation rates in a year. Core inflation increased to 5.7%, and while it would appear that the Fed may downshift rate hikes, the outlook hasn't changed meaningfully from what it was one week ago. Inflation is trending down in line with expectations, which is neither good news nor bad news for tech stocks. This reading may be just right, giving the Fed a runway to downshift the rate of increase by an additional 25 basis points from the December 50-basis point hike in their upcoming meeting.CPI May Suggest 'Goldilocks' Economy (Bloomberg, Bureau of Labor Statistics)I'll reiterate, as I have in the past, \"Don't fight the Fed,\" which is why it's crucial to consider tools when investing that offer powerful cues when markets rotate from exuberance to confusion, limiting risk while maximizing returns.Seeking Alpha's Quant Ratings and Factor Grades Systemshowcases stocks with shared traits of value, growth, profitability, rising earnings revisions, and momentum that are best equipped to withstand volatility. It is a data-driven process that relies on the statistical measurement of a stock's financial metrics and scoring how it compares to the sector. I have selected ten tech stocks that have performed well in 2022, possess excellent factor scores, and maintain bullish momentum. While past performance is no guarantee of future results, check out our top ten tech stocks for 2023.10 Tech Stocks to Buy Despite Inflation and Potential Recession: Semiconductor and a MixSeven out of my top 10 stocks are semiconductors. Why? Because they are found in nearly every piece of technology used today. The semiconductor industry is on an uptick and has proven resilient when most of the tech sector was pummeled in 2022.Because a crucial piece of investing involves diversification, especially amid market volatility, and when selecting growth or tech stocks in a rising rate environment, my picks are unique. Not all are the largest in their respective industries, offering something different for each investor. Let's dive into my first semiconductor stock and my#1 pickoverall for 2023.1. Super Micro (NASDAQ:SMCI)Market Capitalization: $4.47BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 3 out of 659Quant Industry Ranking (as of 1/12/23): 2 out of 29Offering SuperStorage, SuperServers, advanced cloud, and Big Data solutions, Super Micro Computer, Inc. and its subsidiaries offer a broad range of products and services in the IT space. With a strong network of semiconductor manufacturing relationships, SMCI is becoming a global tech leader that offers diverse systems, designing the newest tech innovations to optimize products. In addition to its vast portfolio, SMCI is making strides for the environment through its \"green computing,\" which offers customers cost-friendly, more energy-efficient, and environmentally-friendly solutions while trading at an extreme discount.SMCI Stock Valuation & MomentumSMCI has been a resilient and top-performing stock in a beaten-down sector. Not only is it my top tech stock, I included SMCI in my Top 10 Stocks for 2023, and it was one of November's two Alpha Picks.Continuing to outperform the S&P 500 and Nasdaq, SMCI offers one of the best valuation frameworks in the IT sector. SMCI showcases a forward P/E ratio of 8.87x, a more than 62% difference to the sector, and a forward PEG of 0.28x, a -82.05% difference to its peers.SMCI Valuation Grade (Seeking Alpha Premium)In addition to its undervaluation on several metrics, Super Micro's bullish momentum in 2022 has continued into the new year. Quarterly momentum grades of A+ highlight the stock's significant price performance relative to the sector median, showing its strength, as evidenced by consecutive earnings beats.Super Micro Growth & ProfitabilityFollowing record revenue for the first quarter of FY2023, SMCI beat analyst expectations. With EPS of $3.42, which beat by $0.60, and revenue of $1.85B, which beat by $129.67M, sales surged 79% year-over-year.With goals of expanding its product portfolio by 25%, SMCI is focused on cost-cutting measures and maintaining a strong balance sheet to deliver year-over-year triple-digit percentage growth, superior to its competitors. SMCI's plug-and-play Rack-Scale Total IT solutions are a significant growth driver. Additionally, client strength, demand capacity, and its broad server and storage portfolio is helping drive results.SMCI vs Industry Growth Rate (SMCI Q123 Investor Presentation)Focused on Total IT Solutions, SMCI, and saving the planet, one server at a time and homes to become a $20B revenue company amid its addition to theS&P midcap 400 Index.2. Taiwan Semiconductor (NYSE:TSM)Market Capitalization: $409.42BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 6 out of 659Quant Industry Ranking (as of 1/12/23): 1 out of 66Despite a one-year decline of 35% and geopolitical risks, Taiwan Semiconductor is a chip stock that managed to withstand the substantial drawdowns that hurt other tech stocks in 2022. As the world's largest chip maker, having manufactured more than 12,300 products that include smartphones, automotive, and digital consumer electronics, although the semiconductor industry and fabrication can be very cyclical, TSM's bullish momentum continues to allow this stock to outperform. Taiwan Semiconductor has managed to maintain its pricing power in a popular industry while continuing to trade at a discount, all while garnering the interest of Warren Buffett, whose Berkshire Hathaway disclosed its $4.1B stake in November.TSM Stock Valuation & MomentumMomentum for TSM is bullish, showcasing a B- momentum grade and outperforming its sector peers quarterly. With a forward P/E ratio of 12.70x compared to the sector median of 24.11x and a forward PEG of 0.58x, Taiwan Semiconductor is undervalued substantially relative to its peers.TSM Valuation Grade (Seeking Alpha Premium)With plans toramp up production, TSM's growth and revenue projections look tremendous. Its YTD revenue of $53B is 105 times greater than its competitor Intel (INTC), and TSM's advantage over popular electronics rival Samsung looks promising. As fellow Seeking Alpha author Robert Castellano writes:\"TSMC's share of the foundry sector increased from 53.4% to 56.1%, while Samsung's share decreased from 16.4% to 15.5%. Intel's share increased from 0.36% to 0.46%, according to The Information Network's report entitled \"Hot ICs: A Market Analysis of Artificial Intelligence (\"AI\"), 5G, Automotive, and Memory Chips.\" While TSMC is #1 and Samsung #2 in the foundry market, Intel's acquisition of Tower in 2023 will move INTC to #7 just behind Huahong.\"TSM Stock Profitability Grade (Seeking Alpha Premium)With consecutive top-and-bottom-line earnings beats, TSM's reported solid earnings for Q4. Despite revenue of $20.55B missing, EPS of $1.82 beat by $0.07, the markets seemed to be unfazed by the revenue figures, as the stock rose nearly 6% after the market open. With more than $47B in cash and A+ profitability, TSM is a stock worth considering for portfolios in 2023.3. Amkor Technology (AMKR)Market Capitalization: $7.18BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 6 out of 659Quant Industry Ranking (as of 1/12/23): 3 out of 29Another quant rated strong buy rated IT company involved with semiconductors is Amkor Technology. AMKR is a leader in integrating memory and storage for computing and automotive products, offering flip-chip solutions, including turnkey packaging for smartphones, tablets, and other mobile devices. On an uptrend following stellar Q3 earnings, the stock is trading near its 52-week high but still offers upside potential given the demand for Big Data and chips, which is why I've selected it as one of my top 10 tech stocks.AMKR Stock Valuation & MomentumAMKR is trading at a premium, given its D+ overall Valuation grade. But, the majority of its underlying metrics come at an extreme discount. Showcasing a forward P/E ratio of 9.32x, a -61.34% difference to the sector, and a trailing PEG of 0.19x versus the sector 0.65x, a -71% difference, AMKR offers some value as well as bullish momentum.AMKR Valuation Grade (Seeking Alpha Premium)As evidenced in its performance over the last year, +22.84%, AMKR is strongly bullish. Its quarterly price performance significantly outperforms its sector peers, so much that many analysts call the stock overbought as investors continue to actively purchase shares, driving its price higher. With a Q3 2022 EPS of $1.24 that beat by $0.31 and revenue of $2.08B that beat nearly 24% year-over-year despite macroeconomic headwinds, AMKR continues to grow. Its advanced packaging technology made up nearly 80% of its Q3 business. As its CEO,Giel Rutten, stated, \"Amkor continues executing on its strategy to leverage a leadership position in advanced packaging and its broad geographical footprint to capitalize on the industry megatrends of 5G, IoT, automotive, and high-performance computing.\"4. ON Semiconductor Corporation (NASDAQ: ON)Market Capitalization: $27.79BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 16 out of 659Quant Industry Ranking (as of 1/12/23): 4 out of 29Headquartered in Phoenix, Arizona, this semiconductor stock has been one of my favorites for a while. Offering premier intelligent technology for automotive, industrial, and 5G cloud power, ON Semiconductor is paving the way for global lighter and longer-range systems. With tremendous earnings growth, EPS, and fundamentals, consider this stock for a portfolio, especially as it trades at a discount.ON Semiconductor Stock Valuation & MomentumDespite geopolitical and supply pressures within the semiconductor industry, and a downgrade by investment firm William Blair to start the new year, ON continues to advance. With a current B- Valuation Grade, Onsemi is more attractive than its sector by more than 36%, at a forward P/E of 15.29x. Its A+ forward PEG 0.67x indicates its great value.ON Valuation Grade (Seeking Alpha Premium)On a longer-term uptrend, ON shares are trading above the 200-day moving average, with investors paying higher prices for shares. Showcasing a quarterly price performance for six- and nine-months substantially better than its sector peers, it's no surprise given the tremendous growth and profitability the company has displayed.ON Growth & ProfitabilityON's increases in revenue can be attributed to its tremendous growth on the heels of high demand in the core end markets of auto and industrial.ON Revenue by End-Market Illustration (Onsemi Q3 2022 Investor Presentation)The two markets collectively made up 68% of revenue, up 40.4% in Q3 2022 compared to the same period in 2021. In addition to an EPS of $1.45 that beat by $0.14 and record revenue of $2.19B, ON's strategy continues to drive its long-term growth plans while reducing the volatility in its business, all while expanding market share.5. Axcelis Technologies, Inc. (ACLS)Market Capitalization: $3.14BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 6 out of 659Quant Industry Ranking (as of 1/12/23): 3 out of 29Capitalizing on semiconductor innovation, Axcelis Technologies, Inc. designs, manufactures, and services ion implantation in the fabrication of chips around the world. Currency and geopolitical risks have affected the industry in general. Still, ACLS has gained amid high demand and outperformed the overall semiconductor industry and S&P 500 over the last year, as evidenced in the chart below, while managing to trade at a discount.ACLS Significantly outperformed SPY & SMH (1-year price performance)ACLS Significantly outperformed SPY & SMH (1-year price performance) (TradingView, SA Premium)ACLS Stock Valuation & MomentumDespite trading near its 52-week high of $97.43 per share, ACLS is undervalued. Forward P/E of 18.34x is a -24.98% difference to the sector 24.45x, and its forward PEG of 0.92x is more than -40%. With bullish momentum showcasing substantial quarterly price-performance beats, analysts call the stock overbought as shares are actively being purchased and the 200-day moving average is upward sloping. In anticipation of Q4 revenues exceeding $250M, above its previous guidance of approximately $232M to $240M, Axcelis raises Q4 guidance, indicating solid growth and profitability anticipated.ACLS Growth & ProfitabilityExpecting to achieve nearly $1B in revenue over the next few years on the heels of growth drivers like the electrification of automobiles and advancements in communications technology. ACLS's targeting of specific markets has helped advance its revenues.ACLS Targeted Market Segments (ACLS November 2022 Investor Presentation)With its Q3 2022 earnings showcasing top-and-bottom-line beats for the 12th consecutive reporting, it should be no surprise that analysts are revising up and that I selected this stock as one of the top 10 for 2023. EPS of $1.21 beat by $0.06, and revenue of $229.18M beat by nearly 30% Y/Y. With Q3 gross margins of 45.1%, well above guidance, and a backlog and strong consumer demand into 2023, Axcelis is well positioned to grow, according to President & CEOMary Puma, despite an anticipated slowdown in the industry for 2023.6. Himax Technologies, Inc. (HIMX)Market Capitalization: $1.25BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 17 out of 659Quant Industry Ranking (as of 1/12/23): 4 out of 29My final semiconductor stock pick is Himax Technologies, Inc., a small-cap semiconductor company expected to exceed Q4 guidance. Headquartered in Taiwan, Himax is a fabless semiconductor company, meaning that it designs and sells the hardware for chips, but doesn't manufacture the actual wafer or chip itself.Himax Stock Valuation & MomentumTrading at an extreme discount, Himax possesses an A+ valuation grade, showcasing a forward P/E ratio of 5.47x, a -77.64 difference to the sector, and forward metrics like EV/Sales (1.23x) and EV/EBITDA 5.18x also at extremely discounted levels.HIMX Stock Valuation Grade (SA Premium )Despite achallenging political environmentbetween the nations of Taiwan and China, coupled with the U.S. imposing restrictions on the exporting of semiconductors, Taiwan continues to be the leading chip market. Bullish momentum continues pushing Himax on an uptrend, with analysts calling the stock overbought as its price rises. With demand persisting for the industry and positive guidance anticipated, 2023 could spell tremendous results for Himax's profits and growth.Himax Stock Growth & ProfitabilityWith over 3,000 active patents and a dominant force in the automotive industry, Himax's Q3 earnings showcased an EPS of $0.17, beating by $0.09, with revenue of $213.63, beating by $14.81M. HIMX had better-than-expected sales, and the company implemented greater inventory control measures in anticipation of a slowdown. Representing more than 35% of sales was HIMX's auto business, HIMX offers a diversified mix of products which includes imaging and 3D technologies. With plans to introduce an ultralow power Ai batter-operated surveillance camera, HIMX is looking toward the future, and as Himax President & CEO,Jordan Wu said,\"Partnering with Novatek is a win-win as it allows us to leverage each other's strength in AI. In addition to both parties' collective years of know-how on panel display and in the emerging enormous AI fields, it also allows us to jointly engage with multiple global vendors for their next-generation product launches…We are proud to be at the forefront of innovation, bringing our WiseEye, embedded with proprietary pre-roll functionality and smart image sensing to lower device power consumption while improving system security and overall user experience at the same time.\"Consider Himax for a portfolio, along with the next stock pick, inApplication Software.7. Model N, Inc. (MODN)Market Capitalization: $1.55BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 24 out of 659Quant Industry Ranking (as of 1/12/23): 2 out of 213Offering cloud revenue management solutions to help minimize overpayments and risks involved in payment processing, Model N, Inc.'s business model is helping curb the price erosion of products for high-tech and life science companies. By implementing artificial intelligent controls, MODN can control price concessions for deals, and its revenue solutions utilize enterprise resource planning (ERP) and customer relationship management (CRM) to maximize workflows to help grow revenue.Model N, Inc. Bullish 1-Year Price PerformanceModel N, Inc. Bullish 1-Year Price Performance (SA Premium)As showcased by its one-year price performance, MODN is on an uptrend, +46%, while also trading at a relative discount. Let's dive into the figures.MODN Stock Valuation & MomentumMODN has strongly bullish momentum with an A+ grade, as its 200- and the 10-day moving average is rising. One of the few tech stocks that experienced a rise in share price in 2022, MODN is trading near its 52-week high of $42.45 per share. Despite this, the stock still is relatively undervalued, posting a C+ valuation grade. Despite less-than-ideal underlying valuation metrics, MODN's earnings continue to impress, an indication that there may be continued upside with this stock offering solid overall fundamentals, including growth and profitability.MODN Growth & ProfitabilitySeven analysts have revised estimates amid tremendous earnings in the last 90 days, bringing its recent B+revisions gradeup to a solid 'A.' Model N's Q4 2022 EPS of $0.20 beat by $0.01, and revenue of $58.17M beat by $1.79M, a year-over-year increase of 13%.MODN Stock EPS & Revisions (Seeking Alpha Premium)Following a record SaaS net dollar rate of 129% for its full year that ended September 30th, MODN President & CEOJason Blessingsaid:\"At the start of the fiscal year, we set a target to exit the year at a 20% SaaS ARR growth rate, and I'm pleased to report that we have exceeded this goal. SaaS revenue growth for the full year eclipsed 23% and accelerated throughout the year to 31% in Q4, up seven points from 24% just last quarter. One of the key drivers to our subscription growth has been the fact that Model N provides a high ROI mission-critical solution, which among other things, results in very strong renewal rates.\"With cloud computing top-of-mind, MODN is focused on transitioning more clients to this money-maker. Guidance remains strong, with the company consecutively exceeding the top-end of its projections. Subscription and professional services revenues were up $42.9M, and SaaS ARR climbed in Q4 to 31% over the last year, making a case for this quant Strong Buy-rated stock.8. Harmonic Inc. (HLIT)Market Capitalization: $1.61BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 11 out of 659Quant Industry Ranking (as of 1/12/23): 1 out of 51Since my last writing about this stock in November, it has gained +8% and has continued to be on an uptrend as Jeffries analyst upgrades it to a buy. Although Communications (XLC) was one of the worst-performing sectors of 2022 (-32.90%), Harmonic Inc., together with its subsidiaries, is a Communications Equipment company in the IT sector, offering video delivery software, products, and services for the streaming world.Streaming As Dominant TV Viewing (Nielsen Report)Streaming is the dominant form of U.S. TV viewing, according to a July 2022 Nielsen report, and HLIT has managed to take advantage, gaining +32% over the last year. With over 5,000 media companies spread across the globe, HLIT provides next-gen technology that has allowed it to profit and grow.HLIT Stock Growth and ProfitabilityTen consecutive top-and-bottom-line earnings beat capitalizing on market trends and excellent business strategies. Harmonic Inc. reported Q3 EPS of $0.13, which beat by $0.03, and revenue of $155.74, which beat by nearly 24% Y/Y. Strong earnings and the popularity of streaming prompted the company to expand its customer footprint to Latin America, EMEA, and APAC, on the heels of high-profile live sporting events. Latin America has one of the fastest-growing streaming markets, so HLIT teamed with DirecTV GO to deliver ultra-fast services.\"Latin America is the second fastest-growing streaming market in the world, and we're excited to help DirecTV GO unlock the power of the cloud while delivering video content to more screens. As DirecTV GO expands its streaming service, our cloud SaaS platform will enable linear channel delivery reliably and at scale, ensuring the best linear experience for subscribers,\" saidDiego Scillama, VP of Video Sales and Services, Latin America, at Harmonic.HLIT Stock Growth Grade (SA Premium)Responsible for 20% of Harmonic's growth figures, HLIT's video segment is a money-maker, along with its underlying SaaS +69% Y/Y, Cable Access, which produced $81.2M in revenue or +62% Y/Y. Tremendous results have led to a rise in full-year 2022 EBITDA guidance and six analysts' FY1 Upward revisions over the last 90 days. By staying at the forefront of the market, Harmonic continues to meet consumer demand while trading at a relative discount.Harmonic Inc. Valuation and MomentumOn a bullish trend with shares trading above their 200-day moving average, analysts call the stock overbought as investors actively purchase shares, driving the price higher. With a trailing PEG of 0.09x, a -84.14% difference to the sector, which is heavily weighted relative to its other underlying valuation metrics, the quant ratings indicate the stock is discounted. However, some prudence is required when investing in this stock at its current price, as it is trading near its 52-week high with room for improvement along other valuation metrics. Considering the overall fundamentals of Harmonic, which include A+ momentum, and A's for EPS Revisions and Growth, this stock is one to consider for a portfolio.9. Sanmina Corporation (SANM)Market Capitalization: $3.37BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 16 out of 659Quant Industry Ranking (as of 1/12/23): 1 out of 17Electric manufacturing services company Sanmina Corporation offers product designs, engineering, and repair for original equipment manufacturers (OEM). Using advanced technology, SANM provides end-to-end services for supply chain management and logistics in industries that include but are not limited to medical, communications, industrial, and defense & aerospace. With impressive fourth-quarter performance that beat revenue and EPS expectations, SANM's growth and profitability look promising.SANM Stock Growth & ProfitabilityAmid a challenging macroeconomic environment, SANM delivered consistent and robust results that included margin expansion, strong cash flow, and an EPS of $1.50 that beat by $0.17 and revenue of $2.20B that beat by $191.40M (33.98% Y/Y).SANM Stock EPS & Revisions (SA Premium)Showcasing consecutive earnings beats, five analysts revised earnings up within the last 90 days, reflecting an A+ revisions grade. Strong customer demand and relationships with suppliers have helped mitigate any challenges posed. Operating margins improved by 5.3%, and the company has nearly $1.4B of liquidity.SANM Valuation & MomentumWith a solid outlook and fundamentals, SANM possesses stellar valuation and bullish momentum. With a forward P/E ratio of 11.61x, a -52.53% difference to the sector, and EV/Sales of more than a -80% difference, Sanmina trades at an extreme discount. Up more than 48% over the last year and on a bullish trend, shares are above their 200-day moving average. As investors continue to pay higher prices for shares, and it trends higher, consider this stock for a portfolio, along with our final pick, Fabrinet.10. Fabrinet (FN)Market Capitalization: $4.93BQuant Rating: Strong BuyQuant Sector Ranking (as of 1/12/23): 23 out of 659Quant Industry Ranking (as of 1/12/23): 4 out of 17Headquartered in the Cayman Islands, Fabrinet specializes in precision optical packaging and electronic manufacturing services globally for some of the world's most demanding OEMs. In addition, FN offers engineering, supply chain management, testing, and integration services.Quant-rated a strong buy, Fabrinet was recently given a favorable outlook by JP Morgan analystSamik Chatterjee, citing that \"we could see the scenario of (second-half 2023) growth appearing to be robust, helped by macro recovery and easier comps.\" Trading at a relative discount and possessing bullish momentum, let's dive into the figures.Fabrinet Stock Valuation & MomentumAt its current $134.72 per share, FN is trading at a relative discount. Although it's near its 52-week high of $136.08, trailing P/E of 22.77x and PEG of 0.59x indicate the stock is discounted compared to its sector peers. The company has made significant strides in 2022, as noted in the below chart, and its price performance since June of 2022.FN Stock One-year price performanceFN Stock One-year price performance (SA Premium)Up 12% over the last year, FN is continuing its bullish trend. With a 200-day moving average that is upwards-sloping, the stock is outperforming the S&P 500 (-15.55%) and offers excellent grades for growth, profitability, and EPS revisions.FN Growth & ProfitabilityWith improving profit margins and rapid growth, Fabrinet continues to showcase solid earrings. With consecutive top-and-bottom-line earnings beats, FN's recent Q1 2023 EPS of $1.97 beat by $0.23, and revenue of $655.43M beat by more than 20% Y/Y. With its diverse markets, seasoned management team, and strong client relationships, Fabrinet continues to demonstrate its track record of growth and profitability.Fabrinet Stock Consolidated Revenue (FN Stock's Q1 2023 investor presentation)Although supply chain constraints and a slowdown in the economy could limit growth, strong demand trends are making the overall outlook optimistic. As Fabrinet Chief Executive Officer Seamus Grady said during the recent Earnings Call:\"Looking at the second quarter, we remain optimistic that strong demand trends will continue to drive growth both year-over-year and sequentially after factoring the additional week in the first quarter. We also remain confident that we can continue to realize incremental operating efficiencies as revenue grows faster than expenses. In summary, we had a strong first quarter with results that exceeded our guidance. We are optimistic about continued demand in our markets, and we're well-positioned to extend our track record of success as we look ahead.\"Despite economies anticipating a slowdown amid high inflation and geopolitical impact worldwide, each of my stock picks offers a unique risk-reward opportunity that is quite favorable. Consider each in creating a portfolio.ConclusionAs investors look to the future and the Fed works to tame inflation, consider our top ten tech stocks, SMCI, TSM, AMKR, ON, ACLS, HIMX, MODN, HLIT, SANM, and FN, for the new year. These recommendations possess robust fundamentals - better than most of the beaten-down mega-tech stocks that were historically driving the Nasdaq and S&P 500.","news_type":1,"symbols_score_info":{"ON":0.9,"SMCI":0.9,"HLIT":0.9,"AMKR":0.9,"TSM":0.9,"SANM":0.9,"FN":0.9,"ACLS":0.9,"MODN":0.9,"HIMX":0.9}},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920639757,"gmtCreate":1670474195980,"gmtModify":1676538376267,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920639757","repostId":"2289433482","repostType":2,"repost":{"id":"2289433482","kind":"highlight","pubTimestamp":1670468001,"share":"https://ttm.financial/m/news/2289433482?lang=en_US&edition=fundamental","pubTime":"2022-12-08 10:53","market":"us","language":"en","title":"2 FAANG Stocks Billionaires Are Buying Hand Over Fist in a Nasdaq Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2289433482","media":"Motley Fool","summary":"Some wealthy hedge fund managers have been buying FAANG stocks throughout the year.","content":"<div>\n<p>This year has been tough for investors, to put it mildly. The Nasdaq Composite nosedived into the worst bear market of the decade, and the tech-heavy index is currently 30% off its high. But some ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/07/2-faang-stocks-billionaires-buy-nasdaq-bear-market/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 FAANG Stocks Billionaires Are Buying Hand Over Fist in a Nasdaq Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 FAANG Stocks Billionaires Are Buying Hand Over Fist in a Nasdaq Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/07/2-faang-stocks-billionaires-buy-nasdaq-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year has been tough for investors, to put it mildly. The Nasdaq Composite nosedived into the worst bear market of the decade, and the tech-heavy index is currently 30% off its high. But some ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/07/2-faang-stocks-billionaires-buy-nasdaq-bear-market/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/07/2-faang-stocks-billionaires-buy-nasdaq-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289433482","content_text":"This year has been tough for investors, to put it mildly. The Nasdaq Composite nosedived into the worst bear market of the decade, and the tech-heavy index is currently 30% off its high. But some billionaire hedge fund managers bought stocks throughout the downturn.For instance, Steven Cohen of Point72 Asset Management aggressively scooped up shares of Amazon, growing his position 14-fold since the end of 2021. Amazon is now his 11th-largest holding out of more than 1,300 stocks. Meanwhile, Chris Hohn of TCI Fund Management is investing hand over fist in Alphabet (GOOG) (GOOGL -2.51%), increasing his position 19-fold since the end of 2021. Alphabet is now his largest holding, and it accounts for more than 23% of his portfolio.Those large purchases suggest a high degree of confidence. Is it time to buy these two FAANG stocks?1. Amazon: The market leader in cloud computingAmazon struggled this year. The prices of fuel and electricity skyrocketed for part of the year, putting pressure on its logistics business and data center operations. Those challenges, coupled with an inflation-driven deceleration in discretionary spending, helped chew into its profit margin. Third-quarter revenue rose 15% year over year to $127 billion, but earnings dropped 10% to $0.28 per diluted share.Unfortunately, Amazon will probably continue to struggle in the near term, but the bull case for long-term investors is still crystal clear. First, Amazon operates the most popular e-commerce marketplace in the world, and online shopping will only become more prevalent in the future. In fact, global retail e-commerce sales will increase 9% annually to surpass $8 trillion by 2026, according to eMarketer.Second, Amazon Web Services (AWS) is the gold standard in cloud computing. IT research company Gartner named AWS the leader in cloud infrastructure and platform services (CIPS) for 12 consecutive years, and Gartner recently said AWS holds twice as much market share as the next closest vendor, Microsoft Azure. That should be a big tailwind for Amazon in the coming years, as the cloud computing market will grow at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.Third, Amazon parlayed the popularity of its marketplace into a thriving advertising business. The company now ranks as the fourth-largest advertiser in the world, and it nearly led the world in total ad revenue growth last year, according to eMarketer. That positions Amazon for future growth. Global digital ad spend is expected to increase at 10% annually to reach $876 billion by 2026.The last dynamic to consider is profitability. Cloud computing and digital advertising -- the two fastest-growing segments of Amazon's business -- come with much higher margins than retail, meaning investors should expect earnings growth to outpace revenue growth in the coming years.Shares currently trade at 84 times earnings. That multiple is in line with the three-year average, but it could come down in a hurry as Amazon continues to grow its cloud computing and advertising businesses. That creates an attractive buying opportunity for patient investors.2. Alphabet: The largest advertiser in the worldLike Amazon, Alphabet battled economic headwinds throughout the year. Weak consumer spending caused brands to cut advertising budgets, and unfavorable foreign exchange rates further blunted growth. Third-quarter revenue rose just 6% year over year to $69 billion (or 11% in constant currency), while earnings dropped 24% to $1.06 per diluted share.That said, the long-term investment thesis is unaffected by temporary economic turbulence. Alphabet is best known for Google, a business with so much brand authority among search engines that it might as well be the gateway to the internet. That competitive advantage has propelled Google to the top of the advertising industry. Better yet, Google accounted for 38% of global growth in digital ad spend in 2021, extending its lead over Meta Platforms (the second-biggest advertiser in the world) to its greatest point since 2016, according to eMarketer.Alphabet also carved out a strong presence in cloud computing. Google Cloud Platform (GCP) currently ranks a distant third in cloud infrastructure market share, but Gartner recently noted that \"GCP had both the highest percentage of revenue gains and improvements\" across critical CIPS capabilities of any provider during the past year. That puts GCP on track to gain market share in the future.Looking ahead, the bull case is clear: As a key player in digital advertising and cloud computing, two large and expanding markets, Alphabet is well positioned to grow. As a result, I share hedge fund manager Chris Hohn's optimistic outlook. With shares of Alphabet trading at 4.7 times sales -- a discount to the five-year average of 6.5 times sales -- investors should consider buying this growth stock today.","news_type":1,"symbols_score_info":{"AMZN":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967440764,"gmtCreate":1670373058858,"gmtModify":1676538354037,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967440764","repostId":"2289510826","repostType":2,"repost":{"id":"2289510826","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670372255,"share":"https://ttm.financial/m/news/2289510826?lang=en_US&edition=fundamental","pubTime":"2022-12-07 08:17","market":"us","language":"en","title":"TSMC Sees $10 Bln in Annual Revenue From Arizona Chip Plants","url":"https://stock-news.laohu8.com/highlight/detail?id=2289510826","media":"Reuters","summary":"Taiwan chipmaker TSMC plans to build a second chip plant in Arizona and more than triple its initial","content":"<html><head></head><body><p>Taiwan chipmaker TSMC plans to build a second chip plant in Arizona and more than triple its initial investment to $40 billion, estimating on Tuesday annual revenue of $10 billion from the plants when they are up and running.</p><p>The foreign investment by Taiwan Semiconductor Manufacturing Co, the world&#39;s biggest chip contract manufacturer, is one of the largest in U.S. history.</p><p>The first chip fabrication facility, or fab, will be operational by 2024 while the second facility nearby will make the most advanced chips currently in production, called &#34;3 nanometer,&#34; by 2026.</p><p>U.S. President Joe Biden and others, including the CEOs of major TSMC customers, attended an opening ceremony for the new $12 billion facility in an arid and barren part of northern Phoenix.</p><p>&#34;When completed with both fabs, we will manufacture over 600,000 wafers a year, representing $10 billion in yearly revenue,&#34; said TSMC Chairman Mark Liu, adding that customers using those chips would have annual sales of over $40 billion. A wafer is the shiny disc that chips are made on.</p><p>Liu said the two plants will create 13,000 high-paying tech jobs, including 4,500 under TSMC and the rest filled by suppliers.</p><p>Apple Inc, Nvidia Corp, and Advanced Micro Devices Inc, all major TSMC customers, said they expected their chips to be made in the new Arizona plants.</p><p>&#34;We work with TSMC to manufacture the chips that help power our products all over the world. And we look forward to expanding this work in the years to come as TSMC forms new and deeper roots in America,&#34; said Apple CEO Tim Cook.</p><p>&#34;AMD expects to be a big customer, of both fabs and we&#39;re committed to working closely with TSMC and the entire ecosystem,&#34; said AMD CEO Lisa Su.</p><p>At least a dozen major cranes are still set up around the first factory which is dubbed Fab 21.</p><p>Against the background of the new factory draped with an American flag and a banner reading &#34;A Future Made in America Phoenix, AZ,&#34; top executives led by TSMC founder Morris Chang, 91, toasted the factory opening with sparkling wine.</p><p>Nearly 600 engineers hired in Arizona have been sent to Taiwan for training, Chang said. &#34;This is a very good sign that my dream of 25 years ago will now be fulfilled,&#34; he said of his wish to build fabs in the United States.</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>TSMC Sees $10 Bln in Annual Revenue From Arizona Chip Plants</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; 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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\">\nTSMC Sees $10 Bln in Annual Revenue From Arizona Chip Plants\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-07 08:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Taiwan chipmaker TSMC plans to build a second chip plant in Arizona and more than triple its initial investment to $40 billion, estimating on Tuesday annual revenue of $10 billion from the plants when they are up and running.</p><p>The foreign investment by Taiwan Semiconductor Manufacturing Co, the world&#39;s biggest chip contract manufacturer, is one of the largest in U.S. history.</p><p>The first chip fabrication facility, or fab, will be operational by 2024 while the second facility nearby will make the most advanced chips currently in production, called &#34;3 nanometer,&#34; by 2026.</p><p>U.S. President Joe Biden and others, including the CEOs of major TSMC customers, attended an opening ceremony for the new $12 billion facility in an arid and barren part of northern Phoenix.</p><p>&#34;When completed with both fabs, we will manufacture over 600,000 wafers a year, representing $10 billion in yearly revenue,&#34; said TSMC Chairman Mark Liu, adding that customers using those chips would have annual sales of over $40 billion. A wafer is the shiny disc that chips are made on.</p><p>Liu said the two plants will create 13,000 high-paying tech jobs, including 4,500 under TSMC and the rest filled by suppliers.</p><p>Apple Inc, Nvidia Corp, and Advanced Micro Devices Inc, all major TSMC customers, said they expected their chips to be made in the new Arizona plants.</p><p>&#34;We work with TSMC to manufacture the chips that help power our products all over the world. And we look forward to expanding this work in the years to come as TSMC forms new and deeper roots in America,&#34; said Apple CEO Tim Cook.</p><p>&#34;AMD expects to be a big customer, of both fabs and we&#39;re committed to working closely with TSMC and the entire ecosystem,&#34; said AMD CEO Lisa Su.</p><p>At least a dozen major cranes are still set up around the first factory which is dubbed Fab 21.</p><p>Against the background of the new factory draped with an American flag and a banner reading &#34;A Future Made in America Phoenix, AZ,&#34; top executives led by TSMC founder Morris Chang, 91, toasted the factory opening with sparkling wine.</p><p>Nearly 600 engineers hired in Arizona have been sent to Taiwan for training, Chang said. &#34;This is a very good sign that my dream of 25 years ago will now be fulfilled,&#34; he said of his wish to build fabs in the United States.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289510826","content_text":"Taiwan chipmaker TSMC plans to build a second chip plant in Arizona and more than triple its initial investment to $40 billion, estimating on Tuesday annual revenue of $10 billion from the plants when they are up and running.The foreign investment by Taiwan Semiconductor Manufacturing Co, the world's biggest chip contract manufacturer, is one of the largest in U.S. history.The first chip fabrication facility, or fab, will be operational by 2024 while the second facility nearby will make the most advanced chips currently in production, called \"3 nanometer,\" by 2026.U.S. President Joe Biden and others, including the CEOs of major TSMC customers, attended an opening ceremony for the new $12 billion facility in an arid and barren part of northern Phoenix.\"When completed with both fabs, we will manufacture over 600,000 wafers a year, representing $10 billion in yearly revenue,\" said TSMC Chairman Mark Liu, adding that customers using those chips would have annual sales of over $40 billion. A wafer is the shiny disc that chips are made on.Liu said the two plants will create 13,000 high-paying tech jobs, including 4,500 under TSMC and the rest filled by suppliers.Apple Inc, Nvidia Corp, and Advanced Micro Devices Inc, all major TSMC customers, said they expected their chips to be made in the new Arizona plants.\"We work with TSMC to manufacture the chips that help power our products all over the world. And we look forward to expanding this work in the years to come as TSMC forms new and deeper roots in America,\" said Apple CEO Tim Cook.\"AMD expects to be a big customer, of both fabs and we're committed to working closely with TSMC and the entire ecosystem,\" said AMD CEO Lisa Su.At least a dozen major cranes are still set up around the first factory which is dubbed Fab 21.Against the background of the new factory draped with an American flag and a banner reading \"A Future Made in America Phoenix, AZ,\" top executives led by TSMC founder Morris Chang, 91, toasted the factory opening with sparkling wine.Nearly 600 engineers hired in Arizona have been sent to Taiwan for training, Chang said. \"This is a very good sign that my dream of 25 years ago will now be fulfilled,\" he said of his wish to build fabs in the United States.","news_type":1,"symbols_score_info":{"TSM":0.6,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967648313,"gmtCreate":1670324023433,"gmtModify":1676538344161,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"Let's play!","listText":"Let's play!","text":"Let's play!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9967648313","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965888835,"gmtCreate":1669935963428,"gmtModify":1676538271833,"author":{"id":"4099457028807340","authorId":"4099457028807340","name":"WLing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099457028807340","idStr":"4099457028807340"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965888835","repostId":"2288761626","repostType":2,"repost":{"id":"2288761626","kind":"highlight","pubTimestamp":1669907573,"share":"https://ttm.financial/m/news/2288761626?lang=en_US&edition=fundamental","pubTime":"2022-12-01 23:12","market":"us","language":"en","title":"2 Top Semiconductor Stocks to Buy Hand Over Fist Before 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2288761626","media":"Motley Fool","summary":"These chipmakers have started rallying, and they could head higher in the new year thanks to notable catalysts.","content":"<div>\n<p>Semiconductor stocks had a forgettable 2022, as the 32% decline in the PHLX Semiconductor Sector index so far this year shows us. The drop is mainly due to the slowdown in the personal computer (PC) ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/01/top-semiconductor-stocks-buy-hand-over-fist-2023/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Semiconductor Stocks to Buy Hand Over Fist Before 2023</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\">\n2 Top Semiconductor Stocks to Buy Hand Over Fist Before 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/01/top-semiconductor-stocks-buy-hand-over-fist-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks had a forgettable 2022, as the 32% decline in the PHLX Semiconductor Sector index so far this year shows us. The drop is mainly due to the slowdown in the personal computer (PC) ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/01/top-semiconductor-stocks-buy-hand-over-fist-2023/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NXPI":"恩智浦"},"source_url":"https://www.fool.com/investing/2022/12/01/top-semiconductor-stocks-buy-hand-over-fist-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288761626","content_text":"Semiconductor stocks had a forgettable 2022, as the 32% decline in the PHLX Semiconductor Sector index so far this year shows us. The drop is mainly due to the slowdown in the personal computer (PC) and smartphone markets that knocked the wind out of the sails of major players in this sector. But recent action shows that the sector is set to end the year on a high.The PHLX Semiconductor Sector is trading up 10% in the past month. This sharp recovery can be attributed to signs of cooling inflation, the Federal Reserve's stated intent to reduce the pace of rate hikes, and some solid quarterly reports from industry bellwethers indicating that the industry didn't lose all of its momentum.The sector's performance in the past month rubbed off positively on shares of Advanced Micro Devices and NXP Semiconductors. While AMD stock shot up 18% in the past month, NXP is up 8%. It wouldn't be surprising to see these chipmakers continue their bull runs in 2023.That's why investors may want to buy these two semiconductor stocks hand over fist before the new year. Let's look at the reasons why AMD and NXP Semiconductors could soar higher in 2023.1. Advanced Micro DevicesAdvanced Micro Devices was hamstrung by the slowdown in the PC market this year, but the company found growth in other areas. This explains why AMD was able to record 29% year-over-year growth in revenue in the third quarter of 2022 to $5.6 billion. The chipmaker is on track to finish 2022 with $23.5 billion in revenue, which would be an increase of 43% over last year.There are a few simple reasons why AMD has been able to record such impressive growth.The first is the data center business, which is showing no signs of slowing down. AMD's data center revenue increased 45% year over year to $1.6 billion in Q3 thanks to the healthy demand for its Epyc processors. The segment generated $4.4 billion in revenue in the first nine months of 2022, indicating that AMD could generate just under $6 billion in data center revenue this year based on the quarterly revenue run rate.AMD's data center revenue could keep soaring in 2023. That's because the company is gaining market share against Intel (INTC 4.05%) in this space. Its server processor market share increased to 17.5% in the third quarter, with Intel holding the rest, according to Mercury Research. The year-over-year increase in AMD's server market share stood at 7.3 percentage points.That was a huge increase, and analysts are expecting AMD to sustain that momentum in 2023 as well. KeyBanc analyst John Vinh said he expects AMD to take more market share away from Intel next year, as the former's latest Genoa server processors -- which were released this month -- are reportedly 55% faster and 48% more power efficient compared to Chipzilla's offerings. With Intel's next-generation Sapphire Rapids server processors caught up in delays and yet to hit volume shipments, the road is clear for AMD to take more market share in the lucrative server processor space.As such, don't be surprised to see AMD's 2023 server share exceed market research firm TrendForce's forecast of 22%, given that it has already exceeded the 15% market share it was expected to clock in 2022.The embedded business is going to be another key growth driver for AMD next year. The segment's revenue increased nearly 1,550% year-over-year last quarter to $1.3 billion, driven by the acquisition of Xilinx that AMD completed earlier in 2022. This move helped AMD unlock a massive growth opportunity, as Xilinx's chips are used for accelerating workloads in multiple areas ranging from data centers to 5G infrastructure to automotive to aerospace and defense.The demand for field-programmable gate arrays (FPGAs), for instance, is expected to increase at an annual pace of 14% through 2027 to $15.5 billion. With Xilinx being the leading player in this market, it could substantially boost AMD's revenue in the long run.All this indicates that AMD has enough catalysts in the bag to sustain its growth in 2023 and beyond, which is why investors should consider buying this semiconductor stock before it goes higher.2. NXP SemiconductorsNXP Semiconductors has been winning big from the growing adoption of chips in the automotive space, as the company gets more than half of its revenue from this niche. In the third quarter of 2022, for instance, NXP's total revenue jumped 20% year over year to $3.45 billion. The automotive business did the heavy lifting, as this segment's revenue increased 24% year over year to $1.8 billion.The good news for NXP investors is that the automotive business is set up for another solid year in 2023. That's because the Dutch chipmaker's non-cancelable and non-returnable (NCNR) order book for 2023 exceeds its supply capability, and its automotive chips are sold out for next year. More importantly, the automotive market should be a long-term growth driver for NXP, as the company sees this segment's revenue jumping from $50 billion in 2021 to $150 billion by the end of the decade.The industrial and Internet of Things (IoT) market is turning out to be another key growth driver for NXP. The segment's revenue was up 17% year over year last quarter to $713 million, accounting for almost 21% of the company's top line. Just like the automotive business, NXP's industrial chips are sold out for 2023, suggesting that this segment's growth is here to stay.As such, NXP Semiconductors stock seems well-placed to sustain its rally in the new year thanks to the lucrative semiconductor niches it serves. What's more, investors are getting a great deal on the stock right now, as it is trading at just 16 times trailing earnings and 12 times forward earnings. Those multiples represent a discount to the S&P 500's earnings multiple of 19, suggesting that investors shouldn't delay any further and consider buying the stock before it runs higher.","news_type":1,"symbols_score_info":{"AMD":0.9,"NXPI":0.9}},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}