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Junqiang
Junqiang
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2024-11-08
$Doximity, Inc.(DOCS)$
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Junqiang
Junqiang
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2023-09-20
Logical
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Junqiang
Junqiang
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2023-07-10
Finally...
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Junqiang
Junqiang
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2022-12-29
Nice
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Junqiang
Junqiang
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2022-12-07
Ok
Nasdaq Bear Market: 2 Once-In-a-Decade Buying Opportunities for Growth Stock Investors
Investors have a rare opportunity to buy these growth stocks on sale.
Nasdaq Bear Market: 2 Once-In-a-Decade Buying Opportunities for Growth Stock Investors
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Junqiang
Junqiang
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2022-11-07
$MercadoLibre(MELI)$
Bullish
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Junqiang
Junqiang
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2022-11-07
$MercadoLibre(MELI)$
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Junqiang
Junqiang
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2022-10-17
Nice
Nasdaq Bear Market: 5 Colossal Growth Stocks You'll Regret Not Buying On the Dip
These game-changing stocks are begging to be bought following a 34% plunge in the Nasdaq Composite.
Nasdaq Bear Market: 5 Colossal Growth Stocks You'll Regret Not Buying On the Dip
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Junqiang
Junqiang
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2022-10-12
Nice
Microsoft: Throwing Out Good Money
SummaryMicrosoft's sell-off is picking up momentum. Within this crescendo, we acknowledge that the b
Microsoft: Throwing Out Good Money
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Junqiang
Junqiang
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2022-10-12
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13:51","market":"us","language":"en","title":"Nasdaq Bear Market: 2 Once-In-a-Decade Buying Opportunities for Growth Stock Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2289168271","media":"Motley Fool","summary":"Investors have a rare opportunity to buy these growth stocks on sale.","content":"<div>\n<p>Warren Buffett once said: \"All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies.\" That advice is especially relevant right now. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/nasdaq-bear-market-2-once-in-a-decade-buys/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 2 Once-In-a-Decade Buying Opportunities for Growth Stock Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ 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.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\">\nNasdaq Bear Market: 2 Once-In-a-Decade Buying Opportunities for Growth Stock Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 13:51 GMT+8 <a href=https://www.fool.com/investing/2022/12/05/nasdaq-bear-market-2-once-in-a-decade-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett once said: \"All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies.\" That advice is especially relevant right now. ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/nasdaq-bear-market-2-once-in-a-decade-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/12/05/nasdaq-bear-market-2-once-in-a-decade-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289168271","content_text":"Warren Buffett once said: \"All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies.\" That advice is especially relevant right now. The Nasdaq Composite has slipped into a bear market, and many stocks have fallen sharply during the downturn.For instance, Microsoft and Netflix have seen their share prices plunge 26% and 54%, respectively, marking their worst declines of the past decade. That could also mean that investors have a once-in-a-decade buying opportunity. Here's why the future looks bright for both businesses.Microsoft: Best software company in the worldMicrosoft ranks as the fourth-most-valuable brand on the planet, according to Brand Finance, and it was recognized as the best global software company by G2 based on strong market presence and user satisfaction. Windows is the most popular operating system across personal computers and data center servers. Microsoft 365 is the most popular enterprise application suite of any kind, and it includes a number of industry-leading software tools that address a broad range of use cases, such as office productivity, cybersecurity, communications, and business analytics.Microsoft Azure is the second-largest cloud computing platform in terms of market share. It accounted for 22% of cloud infrastructure spend in the most recent quarter, and its focus on developer tools, machine learning services, and hybrid cloud solutions should help the company maintain its momentum in the coming years.Microsoft is not immune to economic headwinds. High inflation has led to weak PC demand and reduced ad budgets, and management expects those trends to weigh on its Windows and ad tech businesses in the near term. But Microsoft still delivered solid financial results over the past year. Revenue increased 15% to $203 billion and free cash flow climbed 5% to $63 billion.Going forward, Microsoft is well-positioned to deliver double-digit revenue growth through the end of the decade. According to Grand View Research, cloud computing spending will grow at 16% annually to reach $1.6 trillion by 2030, while cybersecurity spend will grow at 12% annually to reach $500 billion over the same period.Microsoft shares currently trade at 27 times earnings, a discount compared to the five-year average of about 35. That's why this growth stock is a buy.Netflix: Most popular streaming service in the worldOver the past year, streaming giant Netflix has ranked among the 10 worst-performing stocks in the Nasdaq-100 index. Several factors contributed to that fall from grace. Most notably, the company lost subscribers in the first and second quarters, and revenue has decelerated in each quarter since the beginning of 2021. But those troubles can be traced back to economic turbulence.High inflation has muted consumer spending, putting pressure on Netflix's ability to add new subscribers. That dynamic coupled with unfavorable foreign exchange rates has suppressed financial growth. For instance, Netflix reported 6% revenue growth in the third quarter, but revenue increased 13% on a currency neutral basis. Fortunately, the challenging economic environment is a temporary problem, and it does not change the long-term investment thesis.Despite an onslaught of competition, Netflix remains the most popular streaming service by almost any metric. It was the most downloaded video streaming app worldwide during the first half of the year, according to Apptopia. Netflix held over 40% global market share in demand for original content in the third quarter, according to Parrot Analytics. And it currently owns eight of the top 10 original streaming programs in the U.S., and six of the top 10 streaming movies in the U.S., according to Nielsen.In other words, Netflix is engaging viewers more effectively than its competition, and that puts the company in a great spot. Netflix recently debuted a less expensive ad-supported streaming plan, a move that significantly expands its total addressable market. According to eMarketer, the subscription video market will grow at 7% annually to reach $118 billion by 2027, but the online video advertising market will grow at 14% annually to reach $362 billion by 2027.Management says the new ad-supported offering \"will lead to a significant incremental revenue and profit stream.\" And with the shares trading at 4.6 times sales -- a bargain compared to the five-year average of 8.5 -- it's worth buying a few shares of this growth stock.","news_type":1,"symbols_score_info":{"MSFT":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987005156,"gmtCreate":1667775527075,"gmtModify":1676537959886,"author":{"id":"3559039607887199","authorId":"3559039607887199","name":"Junqiang","avatar":"https://community-static.tradeup.com/news/5997abe1b599c70da64c7ddb173d8b64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559039607887199","authorIdStr":"3559039607887199"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MELI\">$MercadoLibre(MELI)$</a>Bullish","listText":"<a href=\"https://ttm.financial/S/MELI\">$MercadoLibre(MELI)$</a>Bullish","text":"$MercadoLibre(MELI)$Bullish","images":[{"img":"https://community-static.tradeup.com/news/7992cc33fb28b8c7aae5cdb6a7e4e6aa","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987005156","isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9987002412,"gmtCreate":1667775460537,"gmtModify":1676537959867,"author":{"id":"3559039607887199","authorId":"3559039607887199","name":"Junqiang","avatar":"https://community-static.tradeup.com/news/5997abe1b599c70da64c7ddb173d8b64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559039607887199","authorIdStr":"3559039607887199"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MELI\">$MercadoLibre(MELI)$</a>Bullish","listText":"<a href=\"https://ttm.financial/S/MELI\">$MercadoLibre(MELI)$</a>Bullish","text":"$MercadoLibre(MELI)$Bullish","images":[{"img":"https://community-static.tradeup.com/news/bd87e64ab744912a21865662eb9664e3","width":"1125","height":"2166"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987002412","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9989639532,"gmtCreate":1665982024526,"gmtModify":1676537687440,"author":{"id":"3559039607887199","authorId":"3559039607887199","name":"Junqiang","avatar":"https://community-static.tradeup.com/news/5997abe1b599c70da64c7ddb173d8b64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559039607887199","authorIdStr":"3559039607887199"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989639532","repostId":"2275499673","repostType":2,"repost":{"id":"2275499673","kind":"highlight","pubTimestamp":1665976013,"share":"https://ttm.financial/m/news/2275499673?lang=&edition=fundamental","pubTime":"2022-10-17 11:06","market":"us","language":"en","title":"Nasdaq Bear Market: 5 Colossal Growth Stocks You'll Regret Not Buying On the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2275499673","media":"Motley Fool","summary":"These game-changing stocks are begging to be bought following a 34% plunge in the Nasdaq Composite.","content":"<div>\n<p>When the curtain eventually closes on 2022, it'll undoubtedly go down as one of the most challenging years for investors in decades. The S&P 500, which is often looked to as the best gauge of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/15/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 5 Colossal Growth Stocks You'll Regret Not Buying On the Dip</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\">\nNasdaq Bear Market: 5 Colossal Growth Stocks You'll Regret Not Buying On the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 11:06 GMT+8 <a href=https://www.fool.com/investing/2022/10/15/nasdaq-bear-market-5-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the curtain eventually closes on 2022, it'll undoubtedly go down as one of the most challenging years for investors in decades. The S&P 500, which is often looked to as the best gauge of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/15/nasdaq-bear-market-5-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISRG":"直觉外科公司","AMZN":"亚马逊","OKTA":"Okta Inc.","AVGO":"博通","V":"Visa"},"source_url":"https://www.fool.com/investing/2022/10/15/nasdaq-bear-market-5-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275499673","content_text":"When the curtain eventually closes on 2022, it'll undoubtedly go down as one of the most challenging years for investors in decades. The S&P 500, which is often looked to as the best gauge of the stock market's health, delivered its worst first-half return since 1970 and has plunged as much as 26% from its all-time high, set in January.Things have been even worse for the technology stock-driven Nasdaq Composite (^IXIC -3.08%). The index responsible for leading the broader market to new highs has plummeted as much as 34%, through Oct. 10, 2022. That places the Nasdaq firmly in the grips of a bear market.But there's good news amid this chaos. Historically, every double-digit percentage decline in the major U.S. stock indexes, including the Nasdaq, has eventually been placed in the rearview mirror by a bull market rally. This makes every bear market a surefire buying opportunity for patient investors.It's an especially smart time to consider buying some of the beaten-down growth stocks whose innovations will be shaping the future. What follows are five colossal growth stocks you'll regret not buying during the Nasdaq bear market dip.VisaThe first spectacular growth stock that'll have investors kicking themselves if they don't buy it on the Nasdaq bear market dip is payment processor Visa (V -1.10%). Although Visa is cyclical and all signs point to U.S. and global growth slowing, this is a company that has both numbers and competitive advantages on its side.Though cyclical stocks like Visa are prone to weakness when consumer and enterprise spending slows, it's important to recognize that periods of contraction don't last very long. Comparatively, economic expansions are almost always measured in years. Buying and holding a payment powerhouse like Visa allows long-term investors to take advantage of disproportionately long periods of expansion.Opportunities abound domestically and abroad for Visa. This is a company that controlled 54% of credit card network purchasing volume in the U.S. in 2020 -- the U.S. is the world's leading market for consumption. It also has the capacity to organically or acquisitively expand its payment network into underbanked regions of the world. Since most global transactions are still being conducted with cash, Visa has a growth runway that could conservatively span decades.Another reason for Visa's success is the fiscal prudence of its management team. Visa strictly acts as a payment processor and avoids lending. In doing so, it sidesteps the loan delinquencies and inevitable charge-offs that crop up during economic contractions and recessions. Not having to set aside capital is a big advantage that helps Visa bounce back from recessions faster than most financial stocks.BroadcomSemiconductor solutions specialist Broadcom (AVGO) is the second superb growth stock you'll regret not buying as the Nasdaq plunges. Though semiconductor stocks are contending with the fears of a cyclical downturn, Broadcom has catalysts in place that should lessen this short-term pain.For instance, Broadcom's biggest catalyst, the 5G revolution, should be fairly insulated from a possible recession. It's been about a decade since telecom companies dramatically improved wireless download speeds. Given that wireless/smartphone access has practically evolved into a basic necessity, we should witness an ongoing device replacement cycle through mid-decade. That's great news for Broadcom, which generates most of its revenue from the wireless chips and accessories found in next-generation smartphones.Additionally, Broadcom can benefit from its ancillary sales channels. In the wake of the COVID-19 pandemic, businesses have been moving their data online and into the cloud at an accelerated pace. Broadcom is a supplier of connectivity and access chips used in data centers. The more data that moves into the cloud, the more demand there is for connectivity and access chips.Broadcom also ended 2021 with a historically high backlog of $14.9 billion. These orders should buffer its operating cash flow in the event the U.S. or global economy skids into a recession.Intuitive SurgicalThe third colossal growth stock begging to be bought during the Nasdaq bear market dip is robotic-assisted surgical systems developer Intuitive Surgical (ISRG). While Intuitive Surgical has seen some optional surgical procedures get postponed as a result of the COVID-19 pandemic, the company's market share and operating model make it a no-brainer buy.Through the midpoint of 2022, Intuitive Surgical had installed 7,135 of its da Vinci surgical systems in hospitals and surgical centers worldwide. This might not sound like a particularly large number, but it's far and away more than any of its competitors.To build on this point, these da Vinci systems are pricey -- often $0.5 million to $2.5 million. Taking into account the cost to buy these systems and the time-consuming training given to surgeons who use them, hospitals and surgical centers are highly unlikely to switch to a competitor once the da Vinci system has been purchased.But the best thing about Intuitive Surgical just might be its razor-and-blades operating model. The \"razor-and-blades\" model gets a customer hooked with a generally lower-margin product (the razor) that uses high-margin replacement parts (the blades). In Intuitive Surgical's case, its da Vinci surgical systems are the razor, and the instruments sold with each procedure, along with the servicing done on these systems, are the blades. As more da Vinci systems are installed, the revenue pendulum swings ever more toward the company's higher-margin channels.OktaA fourth supercharged growth stock that you'll regret not adding on the Nasdaq bear market dip is cybersecurity company Okta (OKTA). Despite Okta's bottom-line results failing to impress Wall Street, the company's long-term catalysts remain unchanged.On a macro basis, cybersecurity has become a basic necessity service for businesses of all sizes. No matter how well or poorly the stock market or U.S. economy perform, robots and hackers are always going to try to steal sensitive data. Having software in place to protect all facets of that data has become paramount.What makes Okta so special is the company's cloud-native identity verification platform. Okta is reliant on machine-learning software to become more efficient at recognizing and responding to potential threats. With a cloud-native platform that should be superior to on-premises identity verification solutions, Okta looks to gobble up its piece of what it deems to be an $80 billion addressable market.Perhaps the biggest game-changer for Okta is its $6.5 billion acquisition of Auth0, which closed last year. Although integration snafus and combination-related expenses have widened Okta's losses over the past couple of quarters, the purchase of Auth0 more importantly broadens the company's reach to international markets. Furthermore, it expands Okta's potential pool of customers and fosters more cross-selling opportunities.AmazonThe fifth colossal growth stock you'll regret not buying on the Nasdaq bear market dip is none other than FAANG stock Amazon (AMZN -5.00%). Despite concerns that a weaker U.S. and global economy could weigh on the company's online sales, the operating segments that really matter for Amazon continue to fire on all cylinders.Most people are familiar with Amazon because of its dominant online marketplace. According to a March 2022 report from eMarketer, Amazon should account for 39.5% of all U.S. online retail sales this year. But even though retail sales make up the bulk of Amazon's revenue, online retail is a low-margin segment. The true key to Amazon's growth is its higher-margin operating segments.For instance, the popularity of Amazon's marketplace helped the company sign up more than 200 million Prime members globally, as of April 2021. This figure has likely moved a lot higher, especially with Amazon gaining the exclusive rights to Thursday Night Football. Subscription services have grown into a $35 billion annual run-rate segment for the company.What's more, Amazon Web Services (AWS) is the world's top cloud infrastructure service provider. Cloud-service margins are considerably higher than online retail margins, and cloud-service growth is still in its very early innings. Despite accounting for only a sixth of Amazon's net sales, AWS regularly produces half or more of the company's operating income.AWS, subscription services, and even advertising services are the keys to tripling Amazon's operating cash flow over the next four years.","news_type":1,"symbols_score_info":{"OKTA":0.9,"AVGO":0.9,"V":0.9,"AMZN":0.9,"ISRG":0.9}},"isVote":1,"tweetType":1,"viewCount":2718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917717778,"gmtCreate":1665586790494,"gmtModify":1676537632153,"author":{"id":"3559039607887199","authorId":"3559039607887199","name":"Junqiang","avatar":"https://community-static.tradeup.com/news/5997abe1b599c70da64c7ddb173d8b64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559039607887199","authorIdStr":"3559039607887199"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917717778","repostId":"1166781049","repostType":4,"repost":{"id":"1166781049","kind":"news","pubTimestamp":1665583393,"share":"https://ttm.financial/m/news/1166781049?lang=&edition=fundamental","pubTime":"2022-10-12 22:03","market":"us","language":"en","title":"Microsoft: Throwing Out Good Money","url":"https://stock-news.laohu8.com/highlight/detail?id=1166781049","media":"Seeking Alpha","summary":"SummaryMicrosoft's sell-off is picking up momentum. Within this crescendo, we acknowledge that the b","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Microsoft's sell-off is picking up momentum. Within this crescendo, we acknowledge that the bear has got us.</li><li>Yet, why analysts need to further downwards revise their fiscal 2023 estimates needs to be understood.</li><li>A discussion of the guidance from different global companies and how this paints the underlying reality of what Microsoft's upcoming earnings will be like.</li><li>A reminiscence of the dot-com bubble and what applicable lessons we should derive.</li><li>4 helpful tips to think through this investment period.</li></ul><p><b>Investment Thesis</b></p><p>Microsoft (NASDAQ: MSFT) is down more than 30% from its recent highs. In fact, Microsoft's sell-off has picked up momentum and is down more than 20% in about 6 weeks. This is the momentum that future textbooks will write about!</p><p>I explain where I see an echo of the dotcom bust. While pressing ahead and arguing that analysts are incapable or unwilling to read the room. That Microsoft's EPS consensus numbers need to come down.</p><p>At the same time driving home the point that the time <i>to be bullish on Microsoft is now</i>.</p><p>Finally, I offer practical tips to think about the present investment environment.</p><p><b>Reminiscence of a Previous Bust</b></p><p>When I started investing, I read about the dot-com bust. I thought to myself, how would have felt? What would I have done during those moments?</p><p>I read how all my value investing idols had different coping strategies. As I plowed through countless <i>graphs that reflected the carnage</i> that tech was left in. And from that experience, I drew up my own versions of what I would have done.</p><p>And what I observed time and time again, was that the most painful aspect of the whole sell-off was the bear market rallies. The bear rallies would have killed me off. And that's exactly what I believe kills off the investor.</p><p>It's not necessarily the bear market but the sharp rallies off the bottom that draw you back in, only to grind lower. It's that consistent tearing and mowing of investors' capital, and alongside that lack of enthusiasm to throw good money after bad money is what I remember about the dot-com bust.</p><p>What's Happening Right Now?</p><p>When a bear market starts, it starts slow. There's just some air let out as too many people price anchor to the price they witnessed just a few weeks ago. There's not a widely enough accepted recognition that the fundamental dynamics have changed. And slowly but surely, more and more people wake up out of a trance.</p><p>At first, there's inaction. Then, a few people buy a few dips along the way. Then, as things progressed the buy-and-hold crew is unwilling to do anything. Indeed, the whole definition of buy and hold is that the group sticks to their guns.</p><p>But as Microsoft starts dropping more than 25% from its previous highs, there's a sudden mass awaking. And people start asking difficult questions about their stock investment. And it's at that point, that investors start to sell out.</p><p>It's that mass awakening, that mass selling, that typifies the final stretch of the bear market. The indiscriminate selling.</p><p>However, I believe that if there was a time to sell out of Microsoft, that time has now gone. This is not the time to be selling! And here's what one should instead be thinking about.</p><p>Thinking Ahead, What's Next?<img src=\"https://static.tigerbbs.com/ce83076d4ccff6ba90d4aa6ba1d38a9c\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>MSFT revenue consensus estimates</p><p>Here's what we see above. The red arrow points to the summer when indications that the inflation was more persistent than investors originally believed. And you can see that fiscal Q1 2023 (upcoming earnings) has been downwards revised, and that makes sense.</p><p>What I do believe that analysts are missing, is that the next twelve months need to be <i>downwards revised more</i>. Why?</p><p>Because everywhere we look, from FedEx (FDX), ServiceNow (NOW), AMD (AMD), and Micron (MU), all these broad global companies have offered recent guidance and they unanimously describe the challenging backdrop in supplies, from inflation, or in cloud enterprise spending. The writing is on the wall.</p><p><b>Embracing Reality</b></p><p>The reason why analysts have failed to adjust later quarterly revenue estimates is that there's an unplaced belief that the impact of a potential recession will not significantly affect enterprise companies. After all, particularly large enterprises are the companies that are best capitalized to withstand turbulence.</p><p>However, I believe that even if they are able to withstand turbulence, they are not recession-proof.</p><p>Consequently, I argue that analysts are going to be forced to downwards revise fiscal Q2 2023 (ends December 2022) and fiscal Q3 2023 (ends March 2023) revenue estimates.</p><p>And at this stage, you'll take a pause and think, "I thought you were bullish" on Microsoft. And this is my thesis, that Street needs to start downwards revising its revenue consensus more aggressively in order to regain credibility.</p><p>Presently, there's an unwillingness to be too ahead of the curve, to acknowledge reality. There's no point in taking career risk. But we know from those large global companies mentioned above that things are coming to a standstill outside, it's not difficult to read the room.</p><p><b>MSFT Stock Valuation - 25x This Year's EPS</b></p><p>Here's what I believe is a likely scenario. Microsoft's fiscal 2023 (ends June 2023) EPS will end up lower around 5% to 10%, than current estimates.</p><p>Let's say 10% for the purposes of our discussion. That implies that Microsoft's EPS would come in at $9.14 rather than $10.16 which is the current estimate.</p><p>That would put Microsoft at 25x this year's EPS. Now, I won't pretend to argue that I find this multiple particularly cheap, I don't!</p><p>Yet, here are two reasons why I think this is an attractive time to get in.</p><p>Firstly, I've downwards revised Microsoft's EPS estimates to adjust for the new reality that's underway.</p><p>Secondly, I recognize that Microsoft customers, enterprises, from around the world, will be the first areas to bounce back after a recessionary period.</p><p>And herein is the appeal of investing in Microsoft, it's a toll bridge on the digitalization of the world.</p><p><b>Key Takeaway: How to Invest, Back to Basics</b></p><p>When it comes to investing in bear markets, there are 4 things that are important to acknowledge.</p><ul><li>The final part of the bear market, that moment of final capitulation is a necessity for ending the bear market.</li><li>That final rinsing out <i>of all</i> investor enthusiasm is the most painful part.</li><li>The absolute bottom doesn't stay there for too long.</li><li>Nobody rings a bell to inform you that now is the time to get in.</li></ul><p>As we look at Microsoft today, it feels like throwing money down the sink. However, after considering these 4 elements, what you are left with is a period that lasts around 3 or 6 months of throwing good money after bad money.</p><p>But each time one sticks to the process of dollar cost averaging, one can be sure that the average price will work out favorably when we come out at the other end onto the next bull market.</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>Microsoft: Throwing Out Good Money</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Throwing Out Good Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 22:03 GMT+8 <a href=https://seekingalpha.com/article/4546089-microsoft-throwing-out-good-money><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft's sell-off is picking up momentum. Within this crescendo, we acknowledge that the bear has got us.Yet, why analysts need to further downwards revise their fiscal 2023 estimates needs ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546089-microsoft-throwing-out-good-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4546089-microsoft-throwing-out-good-money","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166781049","content_text":"SummaryMicrosoft's sell-off is picking up momentum. Within this crescendo, we acknowledge that the bear has got us.Yet, why analysts need to further downwards revise their fiscal 2023 estimates needs to be understood.A discussion of the guidance from different global companies and how this paints the underlying reality of what Microsoft's upcoming earnings will be like.A reminiscence of the dot-com bubble and what applicable lessons we should derive.4 helpful tips to think through this investment period.Investment ThesisMicrosoft (NASDAQ: MSFT) is down more than 30% from its recent highs. In fact, Microsoft's sell-off has picked up momentum and is down more than 20% in about 6 weeks. This is the momentum that future textbooks will write about!I explain where I see an echo of the dotcom bust. While pressing ahead and arguing that analysts are incapable or unwilling to read the room. That Microsoft's EPS consensus numbers need to come down.At the same time driving home the point that the time to be bullish on Microsoft is now.Finally, I offer practical tips to think about the present investment environment.Reminiscence of a Previous BustWhen I started investing, I read about the dot-com bust. I thought to myself, how would have felt? What would I have done during those moments?I read how all my value investing idols had different coping strategies. As I plowed through countless graphs that reflected the carnage that tech was left in. And from that experience, I drew up my own versions of what I would have done.And what I observed time and time again, was that the most painful aspect of the whole sell-off was the bear market rallies. The bear rallies would have killed me off. And that's exactly what I believe kills off the investor.It's not necessarily the bear market but the sharp rallies off the bottom that draw you back in, only to grind lower. It's that consistent tearing and mowing of investors' capital, and alongside that lack of enthusiasm to throw good money after bad money is what I remember about the dot-com bust.What's Happening Right Now?When a bear market starts, it starts slow. There's just some air let out as too many people price anchor to the price they witnessed just a few weeks ago. There's not a widely enough accepted recognition that the fundamental dynamics have changed. And slowly but surely, more and more people wake up out of a trance.At first, there's inaction. Then, a few people buy a few dips along the way. Then, as things progressed the buy-and-hold crew is unwilling to do anything. Indeed, the whole definition of buy and hold is that the group sticks to their guns.But as Microsoft starts dropping more than 25% from its previous highs, there's a sudden mass awaking. And people start asking difficult questions about their stock investment. And it's at that point, that investors start to sell out.It's that mass awakening, that mass selling, that typifies the final stretch of the bear market. The indiscriminate selling.However, I believe that if there was a time to sell out of Microsoft, that time has now gone. This is not the time to be selling! And here's what one should instead be thinking about.Thinking Ahead, What's Next?MSFT revenue consensus estimatesHere's what we see above. The red arrow points to the summer when indications that the inflation was more persistent than investors originally believed. And you can see that fiscal Q1 2023 (upcoming earnings) has been downwards revised, and that makes sense.What I do believe that analysts are missing, is that the next twelve months need to be downwards revised more. Why?Because everywhere we look, from FedEx (FDX), ServiceNow (NOW), AMD (AMD), and Micron (MU), all these broad global companies have offered recent guidance and they unanimously describe the challenging backdrop in supplies, from inflation, or in cloud enterprise spending. The writing is on the wall.Embracing RealityThe reason why analysts have failed to adjust later quarterly revenue estimates is that there's an unplaced belief that the impact of a potential recession will not significantly affect enterprise companies. After all, particularly large enterprises are the companies that are best capitalized to withstand turbulence.However, I believe that even if they are able to withstand turbulence, they are not recession-proof.Consequently, I argue that analysts are going to be forced to downwards revise fiscal Q2 2023 (ends December 2022) and fiscal Q3 2023 (ends March 2023) revenue estimates.And at this stage, you'll take a pause and think, \"I thought you were bullish\" on Microsoft. And this is my thesis, that Street needs to start downwards revising its revenue consensus more aggressively in order to regain credibility.Presently, there's an unwillingness to be too ahead of the curve, to acknowledge reality. There's no point in taking career risk. But we know from those large global companies mentioned above that things are coming to a standstill outside, it's not difficult to read the room.MSFT Stock Valuation - 25x This Year's EPSHere's what I believe is a likely scenario. Microsoft's fiscal 2023 (ends June 2023) EPS will end up lower around 5% to 10%, than current estimates.Let's say 10% for the purposes of our discussion. That implies that Microsoft's EPS would come in at $9.14 rather than $10.16 which is the current estimate.That would put Microsoft at 25x this year's EPS. Now, I won't pretend to argue that I find this multiple particularly cheap, I don't!Yet, here are two reasons why I think this is an attractive time to get in.Firstly, I've downwards revised Microsoft's EPS estimates to adjust for the new reality that's underway.Secondly, I recognize that Microsoft customers, enterprises, from around the world, will be the first areas to bounce back after a recessionary period.And herein is the appeal of investing in Microsoft, it's a toll bridge on the digitalization of the world.Key Takeaway: How to Invest, Back to BasicsWhen it comes to investing in bear markets, there are 4 things that are important to acknowledge.The final part of the bear market, that moment of final capitulation is a necessity for ending the bear market.That final rinsing out of all investor enthusiasm is the most painful part.The absolute bottom doesn't stay there for too long.Nobody rings a bell to inform you that now is the time to get in.As we look at Microsoft today, it feels like throwing money down the sink. However, after considering these 4 elements, what you are left with is a period that lasts around 3 or 6 months of throwing good money after bad money.But each time one sticks to the process of dollar cost averaging, one can be sure that the average price will work out favorably when we come out at the other end onto the next bull market.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917715643,"gmtCreate":1665586389483,"gmtModify":1676537632031,"author":{"id":"3559039607887199","authorId":"3559039607887199","name":"Junqiang","avatar":"https://community-static.tradeup.com/news/5997abe1b599c70da64c7ddb173d8b64","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559039607887199","authorIdStr":"3559039607887199"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917715643","repostId":"2274152632","repostType":2,"isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}