Profile - To The Moon

Allualex

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- AllualexAllualex
  ·2024-07-03
  $Tesla Motors(TSLA)$ go tesla
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- AllualexAllualex
  ·2022-07-13
  Nice article
  Tesla: Why I'm Buying Before The Earnings Report
  SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheap
  Tesla: Why I'm Buying Before The Earnings Report
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- AllualexAllualex
  ·2021-03-04
  How about Nokia
  2 Hot 5G Stocks to Buy Before They Explode
  The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a hi
  2 Hot 5G Stocks to Buy Before They Explode
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- AllualexAllualex
  ·2021-02-16
  $HSBC Holdings(00005)$Why the share price goinup!
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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> go tesla","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> go tesla","text":"$Tesla Motors(TSLA)$ go tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323363747594296","isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078202401,"gmtCreate":1657685972303,"gmtModify":1676536046422,"author":{"id":"3570775507475825","authorId":"3570775507475825","name":"Allualex","avatar":"https://static.tigerbbs.com/bd6c34a0e78050b67f123fba86f536f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570775507475825","authorIdStr":"3570775507475825"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078202401","repostId":"1136627976","repostType":2,"repost":{"id":"1136627976","kind":"news","pubTimestamp":1657683904,"share":"https://ttm.financial/m/news/1136627976?lang=en_US&edition=fundamental","pubTime":"2022-07-13 11:45","market":"us","language":"en","title":"Tesla: Why I'm Buying Before The Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1136627976","media":"Seeking Alpha","summary":"SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheap","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s decline has been epic, roughly 50% from its November top.</li><li>However, Tesla is much cheaper now and has several positive catalysts.</li><li>Analysts have been behind the curve on Tesla&#39;s earnings recently and the company could report another blockbuster quarter soon.</li><li>Tesla could weather a recession relatively well, and recession-related weakness in its share price may lead to an excellent buying opportunity.</li><li>Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> has been the victim of excessive selling, with its stock crashing by almost 50% this year. Tesla has declined more than the average company during the bear market phase, and its valuation looks increasingly attractive. Moreover, the company should announce a stock split next month and will probably beat earnings estimates when reporting in a few days. Additionally, Tesla could continue outperforming even if the downturn is protracted, and the company has an exciting new product that should arrive on the market next year. Tesla should beat earnings estimates and will probably continue surpassing consensus figures as the company advances. Therefore, Tesla&#39;s stock is relatively cheap now, should be bought on future weakness, and will likely appreciate considerably in the coming years.</p><h3>Tesla&#39;s Volatility Problem</h3><p>While there is no guarantee that we won&#39;t see more volatility in the near term, the worst is likely behind us now.</p><h3>Tesla&#39;s Valuation - Much Different Now</h3><p>I mentioned Tesla&#39;s absurd 180 forward P/E multiple around the top. However, the fundamental image looks much different now.</p><p><b>EPS Estimates</b></p><p><img src=\"https://static.tigerbbs.com/bb640d8d19041e947f672697cf734824\" tg-width=\"640\" tg-height=\"305\" width=\"100%\" height=\"auto\"/>Forward (2023) consensus EPS estimates are for $17.30, implying a forward P/E ratio of only 40 right now. Moreover, Tesla has shown a tenacity for surpassing analysts&#39; estimates in recent quarters.</p><p><b>Earnings Surprises</b></p><p><img src=\"https://static.tigerbbs.com/8875c94af5175e3c6a9fbf78b4eca8fe\" tg-width=\"640\" tg-height=\"252\" width=\"100%\" height=\"auto\"/>Tesla has surpassed consensus estimates by an average of 28%, illustrating remarkable outperformance in its last four quarters. Still, the stock is down by nearly 50% from its highs. Additionally, despite the rising recession probability, Tesla&#39;s EPS forecast has not decreased too much.</p><p><b>EPS Revisions</b></p><p><img src=\"https://static.tigerbbs.com/334214859851590f4ef72d0ad18a6c42\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"/>While many companies (probably most) have seen sharp EPS revisions, Tesla is not one of them. 2023 EPS forecasts are higher now than six, three, or one month ago. This phenomenon suggests that analysts are confident that the company can weather a downturn better than many other companies and that prior EPS estimates may have been too low. Finally, this dynamic implies that Tesla&#39;s longer-term profitability will probably not be impacted by a transitory slowdown.</p><h3>Why A Recession May Not Be A Problem</h3><p>A recession may not be a problem for Tesla, as the company&#39;s cars are not niche products. With close to a million car sales last year, Tesla&#39;s are very much mainstream vehicles.</p><p><b>Tesla Sales (in millions)</b></p><p><img src=\"https://static.tigerbbs.com/302b5ccbe0fb6ee322009bf902f70c4f\" tg-width=\"640\" tg-height=\"402\" width=\"100%\" height=\"auto\"/>Moreover, Tesla remains the undisputed leader in the rapidly expanding EV space. Therefore, while consumers may pull back on their ICE vehicle spending or think twice about purchasing a Lucid (LCID) or a Rivian (RIVN) vehicle, Tesla should benefit. Tesla is the gold standard of EVs, and while a recession could have a minor transitory impact on the company&#39;s growth, it is unlikely to have a lasting effect.</p><p>Additionally, gas and energy prices are sky high due to inflation, high oil prices, and the war in Ukraine. Record high prices at the pump will probably push more consumers towards buying EVs, and the primary beneficiary of this phenomenon should be Tesla. Thus, a recession should have a limited effect on Tesla&#39;s growth, profitability potential, and the company&#39;s stock price trajectory longer term, making the stock a strong buy on any recession-related weakness as we advance.</p><h3>The Upcoming Stock Split</h3><p>Tesla has another stock split coming up, granted that the shareholders approve it on August 4th. Stock splits are typically a constructive phenomenon for stocks. The proposed 3-1 split would make Tesla shares more affordable, dropping the company&#39;s share price from roughly $700 to about $233. The lower stock price would make it more attractive to retail investors and should make options strategy more affordable, leading to higher demand for Tesla shares. Tesla&#39;s 2020 5-1 stock split created significant buying opportunities before and around the stock split, and we may see a similar dynamic play out in 2022.</p><h3>Tesla Earnings - Could Be Another Blockbuster Report</h3><p>Tesla recently announced its Q2 production and delivery numbers. The company delivered 16,162 Model S/X vehicles last quarter and 238,533 Model 3/Y vehicles in the same time frame. The numbers look great, and the first thing that jumped out was the massive 750% surge in Model S/X sales. There was some concern last year that the market may be saturated with Model S/X vehicles or that demand was falling off. However, the demand for Tesla&#39;s higher-end vehicles is quite robust. The drop-off in sales last year was likely due to Tesla&#39;s temporary production prioritization toward Model 3/Y cars. This sales dynamic implies that Tesla should continue generating substantial revenues from the higher-end auto market in the coming years. Additionally, Tesla reported deliveries of 238,533 Model 3/Y vehicles in the quarter, roughly a 20% YoY gain.</p><p><img src=\"https://static.tigerbbs.com/01eb5c8f6d6d62c8299f8ab5c649a6e0\" tg-width=\"640\" tg-height=\"411\" width=\"100%\" height=\"auto\"/>We see strong growth in Tesla&#39;s delivery numbers over the last few years, and the trend will likely continue as we advance. Consensus analysts expect $1.87 in EPS for Q2, but based on the delivery data, I suspect we can see a better result. In my recent Tesla analysis, I used a $49.5K ASP for the Model 3/Y segment and a $110K ASP for the Model S/X segment. However, due to inflation and other variables, I used a $50K ASP for the Model 3/Y segment and a $115K ASP for the Model S/X vehicle segment this time. Consensus analysts are looking for $1.87 in EPS, but my estimate came in at $2.24, roughly 20% above the agreed estimate.</p><p>Here&#39;s how:</p><h3>Q2 Estimates/Projections</h3><p><img src=\"https://static.tigerbbs.com/eb7c77b191bee76a40821790bccb6c2d\" tg-width=\"640\" tg-height=\"713\" width=\"100%\" height=\"auto\"/>My Q1 estimates were very close to the actual results, but my income and EPS proved modest. This quarter, Tesla may deliver about $16.8 billion in revenues, and EPS could be around $2.24. The company reported $679 million in regulatory credits last quarter, and I am using $700 million for Q2 projections. Due to a QoQ decline (seasonal) in deliveries, we&#39;re seeing slightly lower revenues from Q1. I also use lower gross margin projections, a slight decrease in R&amp;D, and marginally higher SG&amp;A expenses. Given the variables, we&#39;re still at relatively high margins, roughly 28% overall gross margin and 17% on the operating side. The net income margin comes out to about 15.5%.</p><h3>Tesla Much More Profitable Than Other Automakers</h3><p>Last quarter, Tesla reported a net income margin of 17.7%. Also, Tesla&#39;s profitability metrics are coming in much better than the most profitable (traditional) automaker Toyota (TM), which recently reported a gross income margin of 19% and net income margin of 9%. Honda (HMC) has a gross margin of about 20% and a net income margin of around 5%. Their American counterparts have even lower profitability margins most of the time, with General Motors (GM) recently reporting about a 15% gross margin and a net income margin of around 7%.</p><h3>The Bottom Line</h3><p>While Tesla&#39;s forward P/E ratio is only around 40 (consensus estimates), the company could report more robust than anticipated results in the upcoming quarters and 2023. Tesla has beat consensus estimates by an average of 28% over the last four quarters, and higher-end 2023 EPS estimates go to about $21.35. However, even if Tesla earns just $20 per share in 2023 (my estimate), the company&#39;s stock is trading at only 35 times forward earnings estimates now. Additionally, Tesla has an upcoming stock split that may boost its share price, and Tesla could surpass analysts&#39; estimates in its earnings announcement a few days from now. Tesla has been expanding sales of its passenger vehicles effectively in recent years, and the company&#39;s revenues should get a robust boost from Tesla Semi sales and other initiatives as the company presses forward.</p><p>Furthermore, a recession should have a limited effect on Tesla&#39;s growth and earnings potential. Therefore, any substantial weakness in Tesla&#39;s share price should be regarded as a buying opportunity in the near term. The company should continue expanding revenues aggressively and growing EPS notably longer-term, leading to a significantly higher stock price in the next several years.</p><p>Here&#39;s what Tesla&#39;s financials could look like in future years:</p><p><img src=\"https://static.tigerbbs.com/478bf626d937037a8f1af00bda33a0ab\" tg-width=\"912\" tg-height=\"389\" width=\"100%\" height=\"auto\"/>Many analysts may still underestimate Tesla&#39;s earnings potential as we continue seeing the company crush consensus estimates. Therefore, Tesla&#39;s EPS figures could continue expanding faster than anticipated. Additionally, the Tesla Semi should start selling towards the end of next year. Tesla will likely see a substantial revenue surge as mass production and deliveries of the Semi truck begin. Given Tesla&#39;s significant growth rate, its forward P/E ratio seems too low. Therefore, we could see Tesla&#39;s forward P/E expand to around 40 and remain in the 30-40 range in future years. Tesla&#39;s EPS should increase considerably in the coming years, and the company&#39;s share price could appreciate substantially as the company advances. Tesla&#39;s stock could reach $2,500-3,500 (250-400% upside) over the next 5-6 years. Therefore, I will initiate a Tesla position before Q2 earnings, will use any future weakness to accumulate shares, and plan to make Tesla a top holding in the All-Weather Portfolio once again.</p><h3>Risks to Tesla</h3><p>Risks exist for Tesla, and there are quite a few. The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla here. Serious concerns could cause Tesla&#39;s valuation to lose altitude, and the company&#39;s share price could even head in reverse if any serious issues arise. Therefore, one should consider the risks before committing any capital to a Tesla investment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Why I'm Buying Before The Earnings Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Why I'm Buying Before The Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheaper now and has several positive catalysts.Analysts have been behind the curve on Tesla's earnings ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4523005-tesla-stock-why-im-buying-before-earnings-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136627976","content_text":"SummaryTesla's decline has been epic, roughly 50% from its November top.However, Tesla is much cheaper now and has several positive catalysts.Analysts have been behind the curve on Tesla's earnings recently and the company could report another blockbuster quarter soon.Tesla could weather a recession relatively well, and recession-related weakness in its share price may lead to an excellent buying opportunity.Looking for a helping hand in the market? Members of The Financial Prophet get exclusive ideas and guidance to navigate any climate.Tesla  has been the victim of excessive selling, with its stock crashing by almost 50% this year. Tesla has declined more than the average company during the bear market phase, and its valuation looks increasingly attractive. Moreover, the company should announce a stock split next month and will probably beat earnings estimates when reporting in a few days. Additionally, Tesla could continue outperforming even if the downturn is protracted, and the company has an exciting new product that should arrive on the market next year. Tesla should beat earnings estimates and will probably continue surpassing consensus figures as the company advances. Therefore, Tesla's stock is relatively cheap now, should be bought on future weakness, and will likely appreciate considerably in the coming years.Tesla's Volatility ProblemWhile there is no guarantee that we won't see more volatility in the near term, the worst is likely behind us now.Tesla's Valuation - Much Different NowI mentioned Tesla's absurd 180 forward P/E multiple around the top. However, the fundamental image looks much different now.EPS EstimatesForward (2023) consensus EPS estimates are for $17.30, implying a forward P/E ratio of only 40 right now. Moreover, Tesla has shown a tenacity for surpassing analysts' estimates in recent quarters.Earnings SurprisesTesla has surpassed consensus estimates by an average of 28%, illustrating remarkable outperformance in its last four quarters. Still, the stock is down by nearly 50% from its highs. Additionally, despite the rising recession probability, Tesla's EPS forecast has not decreased too much.EPS RevisionsWhile many companies (probably most) have seen sharp EPS revisions, Tesla is not one of them. 2023 EPS forecasts are higher now than six, three, or one month ago. This phenomenon suggests that analysts are confident that the company can weather a downturn better than many other companies and that prior EPS estimates may have been too low. Finally, this dynamic implies that Tesla's longer-term profitability will probably not be impacted by a transitory slowdown.Why A Recession May Not Be A ProblemA recession may not be a problem for Tesla, as the company's cars are not niche products. With close to a million car sales last year, Tesla's are very much mainstream vehicles.Tesla Sales (in millions)Moreover, Tesla remains the undisputed leader in the rapidly expanding EV space. Therefore, while consumers may pull back on their ICE vehicle spending or think twice about purchasing a Lucid (LCID) or a Rivian (RIVN) vehicle, Tesla should benefit. Tesla is the gold standard of EVs, and while a recession could have a minor transitory impact on the company's growth, it is unlikely to have a lasting effect.Additionally, gas and energy prices are sky high due to inflation, high oil prices, and the war in Ukraine. Record high prices at the pump will probably push more consumers towards buying EVs, and the primary beneficiary of this phenomenon should be Tesla. Thus, a recession should have a limited effect on Tesla's growth, profitability potential, and the company's stock price trajectory longer term, making the stock a strong buy on any recession-related weakness as we advance.The Upcoming Stock SplitTesla has another stock split coming up, granted that the shareholders approve it on August 4th. Stock splits are typically a constructive phenomenon for stocks. The proposed 3-1 split would make Tesla shares more affordable, dropping the company's share price from roughly $700 to about $233. The lower stock price would make it more attractive to retail investors and should make options strategy more affordable, leading to higher demand for Tesla shares. Tesla's 2020 5-1 stock split created significant buying opportunities before and around the stock split, and we may see a similar dynamic play out in 2022.Tesla Earnings - Could Be Another Blockbuster ReportTesla recently announced its Q2 production and delivery numbers. The company delivered 16,162 Model S/X vehicles last quarter and 238,533 Model 3/Y vehicles in the same time frame. The numbers look great, and the first thing that jumped out was the massive 750% surge in Model S/X sales. There was some concern last year that the market may be saturated with Model S/X vehicles or that demand was falling off. However, the demand for Tesla's higher-end vehicles is quite robust. The drop-off in sales last year was likely due to Tesla's temporary production prioritization toward Model 3/Y cars. This sales dynamic implies that Tesla should continue generating substantial revenues from the higher-end auto market in the coming years. Additionally, Tesla reported deliveries of 238,533 Model 3/Y vehicles in the quarter, roughly a 20% YoY gain.We see strong growth in Tesla's delivery numbers over the last few years, and the trend will likely continue as we advance. Consensus analysts expect $1.87 in EPS for Q2, but based on the delivery data, I suspect we can see a better result. In my recent Tesla analysis, I used a $49.5K ASP for the Model 3/Y segment and a $110K ASP for the Model S/X segment. However, due to inflation and other variables, I used a $50K ASP for the Model 3/Y segment and a $115K ASP for the Model S/X vehicle segment this time. Consensus analysts are looking for $1.87 in EPS, but my estimate came in at $2.24, roughly 20% above the agreed estimate.Here's how:Q2 Estimates/ProjectionsMy Q1 estimates were very close to the actual results, but my income and EPS proved modest. This quarter, Tesla may deliver about $16.8 billion in revenues, and EPS could be around $2.24. The company reported $679 million in regulatory credits last quarter, and I am using $700 million for Q2 projections. Due to a QoQ decline (seasonal) in deliveries, we're seeing slightly lower revenues from Q1. I also use lower gross margin projections, a slight decrease in R&D, and marginally higher SG&A expenses. Given the variables, we're still at relatively high margins, roughly 28% overall gross margin and 17% on the operating side. The net income margin comes out to about 15.5%.Tesla Much More Profitable Than Other AutomakersLast quarter, Tesla reported a net income margin of 17.7%. Also, Tesla's profitability metrics are coming in much better than the most profitable (traditional) automaker Toyota (TM), which recently reported a gross income margin of 19% and net income margin of 9%. Honda (HMC) has a gross margin of about 20% and a net income margin of around 5%. Their American counterparts have even lower profitability margins most of the time, with General Motors (GM) recently reporting about a 15% gross margin and a net income margin of around 7%.The Bottom LineWhile Tesla's forward P/E ratio is only around 40 (consensus estimates), the company could report more robust than anticipated results in the upcoming quarters and 2023. Tesla has beat consensus estimates by an average of 28% over the last four quarters, and higher-end 2023 EPS estimates go to about $21.35. However, even if Tesla earns just $20 per share in 2023 (my estimate), the company's stock is trading at only 35 times forward earnings estimates now. Additionally, Tesla has an upcoming stock split that may boost its share price, and Tesla could surpass analysts' estimates in its earnings announcement a few days from now. Tesla has been expanding sales of its passenger vehicles effectively in recent years, and the company's revenues should get a robust boost from Tesla Semi sales and other initiatives as the company presses forward.Furthermore, a recession should have a limited effect on Tesla's growth and earnings potential. Therefore, any substantial weakness in Tesla's share price should be regarded as a buying opportunity in the near term. The company should continue expanding revenues aggressively and growing EPS notably longer-term, leading to a significantly higher stock price in the next several years.Here's what Tesla's financials could look like in future years:Many analysts may still underestimate Tesla's earnings potential as we continue seeing the company crush consensus estimates. Therefore, Tesla's EPS figures could continue expanding faster than anticipated. Additionally, the Tesla Semi should start selling towards the end of next year. Tesla will likely see a substantial revenue surge as mass production and deliveries of the Semi truck begin. Given Tesla's significant growth rate, its forward P/E ratio seems too low. Therefore, we could see Tesla's forward P/E expand to around 40 and remain in the 30-40 range in future years. Tesla's EPS should increase considerably in the coming years, and the company's share price could appreciate substantially as the company advances. Tesla's stock could reach $2,500-3,500 (250-400% upside) over the next 5-6 years. Therefore, I will initiate a Tesla position before Q2 earnings, will use any future weakness to accumulate shares, and plan to make Tesla a top holding in the All-Weather Portfolio once again.Risks to TeslaRisks exist for Tesla, and there are quite a few. The company may miss earnings and revenue estimates. Furthermore, a slowdown in demand, increased competition, supply issues, decreased growth, issues with regulators and foreign governments, and other variables are all risks we should consider before betting on Tesla here. Serious concerns could cause Tesla's valuation to lose altitude, and the company's share price could even head in reverse if any serious issues arise. Therefore, one should consider the risks before committing any capital to a Tesla investment.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364880211,"gmtCreate":1614833536433,"gmtModify":1704775801095,"author":{"id":"3570775507475825","authorId":"3570775507475825","name":"Allualex","avatar":"https://static.tigerbbs.com/bd6c34a0e78050b67f123fba86f536f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570775507475825","authorIdStr":"3570775507475825"},"themes":[],"htmlText":"How about Nokia&nbsp;","listText":"How about Nokia&nbsp;","text":"How about Nokia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/364880211","repostId":"1186654577","repostType":4,"repost":{"id":"1186654577","kind":"news","pubTimestamp":1614829597,"share":"https://ttm.financial/m/news/1186654577?lang=en_US&edition=fundamental","pubTime":"2021-03-04 11:46","market":"us","language":"en","title":"2 Hot 5G Stocks to Buy Before They Explode","url":"https://stock-news.laohu8.com/highlight/detail?id=1186654577","media":"Nasdaq","summary":"The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a hi","content":"<p>The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a high. IDC estimates that smartphone shipments jumped 4.3% year-over-year last quarter to 385.9 million units, paving the way for a strong recovery in 2021 after a 5.9% decline in shipments last year.</p><p><b>Skyworks Solutions</b>(NASDAQ: <a href=\"https://laohu8.com/S/SWKS\">$(SWKS)$</a>)and<b>Micron Technology</b>(NASDAQ: <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>)are two stocks that are already taking advantage of this turnaround, as they manufacture chips that go into 5G (fifth-generation) smartphones. Skyworks is witnessingtremendous growthin its mobile business, while Micron is about to join the party as well. These factors have contributed to a strong start on the market this year.<img src=\"https://static.tigerbbs.com/48b767d4f2f28bb7d1309b7de0e38239\" tg-width=\"714\" tg-height=\"488\" referrerpolicy=\"no-referrer\">These chipmakers are unlikely to lose their impressive stock market momentum in the coming months, as 5G smartphone sales are expected to switch into a higher gear in 2021.<b>Gartner</b>forecasts that global 5G smartphone shipments could jump to nearly 539 million units this year and account for 35% of the overall market. This would be a huge jump over last year's 5G smartphone shipments of 213 million units, and pave the way for stronger growth in Skyworks and Micron's mobile businesses in 2021.</p><p><b>1. Skyworks Solutions' mobile business is on a roll</b></p><p>Skyworks' mobile business is its biggest source of revenue, accounting for 78% of its top line last quarter. Skyworks' mobile revenue shot up 81% year-over-year in the first quarter of fiscal 2021, which ended on Jan. 1, 2021, to $1.18 billion.<b>Apple</b>(NASDAQ: AAPL)-- Skyworks' largest customer, generating 56% of total revenue --hit goldwith its latest flagship devices, and that sent the chipmaker's mobile business soaring.</p><p>The Apple catalyst is here to stay for Skyworks for the remainder of the year, for a couple of reasons. First, Apple is expected to remain atop 5G smartphone supplierin 2021 thanks to a large base of users in an upgrade window. Apple's well-priced iPhone 12 lineup and the possibility ofan entry-level devicesupporting the latest wireless standard could help the smartphone giant record strong shipment gains in 2021.</p><p>Second, Skyworks is a key Apple supplier. It reportedly supplies as many as eight radio-frequency (RF) modules for the iPhone 12, so Skyworks could see a nice spike in volumes and gain more revenue per iPhone, especially as 5G chips are more expensive than their 4G predecessors.</p><p>Throw in the fact that Skyworks has started ramping up shipments of its 5G chips to other smartphone OEMs (original equipment manufacturers) such as Vivo, Oppo,<b>Samsung</b>, and<b>Xiaomi</b>, and it becomes easier to see why its mobile business could continue clocking high growth rates. And Skyworks' non-mobile business (better known as the broad markets portfolio) is also benefiting from the 5G rollout.</p><p>The company's broad markets revenue shot up 35% year-over-year during the quarter as demand for its connectivity solutions supporting 5G infrastructure remained strong. Skyworks recently pointed out that it has shipped more than a million of its 5G small-cell power amplifiers, which help telecom carriers boost network speed.</p><p>The company also says that the 5G small-cell market still has a lot of room to grow. It could be worth $8.3 billion by 2027, clocking a compound annual growth rate of 43% in the coming years.</p><p>Thanks to such impressive catalysts, it isn't surprising to see that Skyworks' top and bottom lines are expected to take off this fiscal year. And it isn't too late for investors to jump onto this bandwagon, as thistop 5G stocktrades at an attractive 21 times forward earnings.</p><p><b>2. Micron Technology's mobile business is about to step on the gas</b></p><p>Micron Technology's mobile business unit delivered $1.5 billion in revenue in the first quarter of fiscal 2021, which ended on Dec. 3, 2020. The segment's revenue increased 3% year-over-year, accounting for nearly 26% of total revenue. Though Micron's mobile growth wasn't as spectacular as Skyworks', management pointed out that mobile \"demand remains strong as 5G momentum increases and the mobile market recovers from the impact of the pandemic.\"</p><p>Mobile accounts for 40% of the overall DRAM market, according to a third-party estimate, and manufacturers such as Micron are reportedly allocating more capacity toward the production of mobile DRAM to meet the recent surge in demand. In fact, demand seems to be so strong that mobile DRAM orders placed in the fourth quarter of 2020 are expected to be fulfilled only in the current quarter.</p><p>This tight supply of DRAM should ideally result in improved pricing. Industry data supports that: The spot price of the 8 GB DDR4 DRAM jumped to $3.93 earlier in February, a sharp jump over the spot price of $2.54 seen in August 2020.</p><p>More importantly, mobile DRAM demand should remain strong, as 5G smartphones are beingequipped with more memorythan their 4G predecessors. This bodes well for Micron, as it reportedly controls 20% of the mobile DRAM market. What's more, the company is trying to grab even more of this space withspecialized 5G memory chipsthat help reduce space and power consumption while delivering faster performance.</p><p>So a mix of higher pricing and improved shipment volumes will be a tailwind for Micron's mobile business this year. More importantly, the mobile DRAM market presents a long-term growth opportunity for Micron given its solid market share in this space. The global mobile DRAM market's revenue is expected to jump from an estimated $19.5 billion last year to $35.6 billion in 2027, according to a third-party estimate.</p><p>Thrownother catalystssuch as data centers, consoles, and personal computers into the mix, and it isn't too difficult to see why Micron's earnings are expected to grow at a fast clip over the next couple of years.<img src=\"https://static.tigerbbs.com/f4432a84bca38fc32d66f505cac1dbae\" tg-width=\"758\" tg-height=\"493\" referrerpolicy=\"no-referrer\">MU EPS Estimates for Next Fiscal Yeardata byYCharts</p><p>That's why investors looking to buy a diversified company to take advantage of the growing adoption of 5G smartphones might want to consider Micron Technology, as it has multiple businesses driving its growth. What's more, Micron is trading at less than 22 times forward earnings, so it isn't too late to buy thisgrowth stock-- it has room for more upside thanks to catalysts such as 5G smartphones.</p>","source":"lsy1603171495471","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 Hot 5G Stocks to Buy Before They Explode</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 Hot 5G Stocks to Buy Before They Explode\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.nasdaq.com/articles/2-hot-5g-stocks-to-buy-before-they-explode-2021-03-03><strong>Nasdaq</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a high. IDC estimates that smartphone shipments jumped 4.3% year-over-year last quarter to 385.9 million...</p>\n\n<a href=\"https://www.nasdaq.com/articles/2-hot-5g-stocks-to-buy-before-they-explode-2021-03-03\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b404fb9c9ce943d48d73d9e4b47bb53c","relate_stocks":{"SWKS":"思佳讯","MU":"美光科技"},"source_url":"https://www.nasdaq.com/articles/2-hot-5g-stocks-to-buy-before-they-explode-2021-03-03","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186654577","content_text":"The smartphone market turned around in the fourth quarter of 2020 and ended a difficult year on a high. IDC estimates that smartphone shipments jumped 4.3% year-over-year last quarter to 385.9 million units, paving the way for a strong recovery in 2021 after a 5.9% decline in shipments last year.Skyworks Solutions(NASDAQ: $(SWKS)$)andMicron Technology(NASDAQ: $(MU)$)are two stocks that are already taking advantage of this turnaround, as they manufacture chips that go into 5G (fifth-generation) smartphones. Skyworks is witnessingtremendous growthin its mobile business, while Micron is about to join the party as well. These factors have contributed to a strong start on the market this year.These chipmakers are unlikely to lose their impressive stock market momentum in the coming months, as 5G smartphone sales are expected to switch into a higher gear in 2021.Gartnerforecasts that global 5G smartphone shipments could jump to nearly 539 million units this year and account for 35% of the overall market. This would be a huge jump over last year's 5G smartphone shipments of 213 million units, and pave the way for stronger growth in Skyworks and Micron's mobile businesses in 2021.1. Skyworks Solutions' mobile business is on a rollSkyworks' mobile business is its biggest source of revenue, accounting for 78% of its top line last quarter. Skyworks' mobile revenue shot up 81% year-over-year in the first quarter of fiscal 2021, which ended on Jan. 1, 2021, to $1.18 billion.Apple(NASDAQ: AAPL)-- Skyworks' largest customer, generating 56% of total revenue --hit goldwith its latest flagship devices, and that sent the chipmaker's mobile business soaring.The Apple catalyst is here to stay for Skyworks for the remainder of the year, for a couple of reasons. First, Apple is expected to remain atop 5G smartphone supplierin 2021 thanks to a large base of users in an upgrade window. Apple's well-priced iPhone 12 lineup and the possibility ofan entry-level devicesupporting the latest wireless standard could help the smartphone giant record strong shipment gains in 2021.Second, Skyworks is a key Apple supplier. It reportedly supplies as many as eight radio-frequency (RF) modules for the iPhone 12, so Skyworks could see a nice spike in volumes and gain more revenue per iPhone, especially as 5G chips are more expensive than their 4G predecessors.Throw in the fact that Skyworks has started ramping up shipments of its 5G chips to other smartphone OEMs (original equipment manufacturers) such as Vivo, Oppo,Samsung, andXiaomi, and it becomes easier to see why its mobile business could continue clocking high growth rates. And Skyworks' non-mobile business (better known as the broad markets portfolio) is also benefiting from the 5G rollout.The company's broad markets revenue shot up 35% year-over-year during the quarter as demand for its connectivity solutions supporting 5G infrastructure remained strong. Skyworks recently pointed out that it has shipped more than a million of its 5G small-cell power amplifiers, which help telecom carriers boost network speed.The company also says that the 5G small-cell market still has a lot of room to grow. It could be worth $8.3 billion by 2027, clocking a compound annual growth rate of 43% in the coming years.Thanks to such impressive catalysts, it isn't surprising to see that Skyworks' top and bottom lines are expected to take off this fiscal year. And it isn't too late for investors to jump onto this bandwagon, as thistop 5G stocktrades at an attractive 21 times forward earnings.2. Micron Technology's mobile business is about to step on the gasMicron Technology's mobile business unit delivered $1.5 billion in revenue in the first quarter of fiscal 2021, which ended on Dec. 3, 2020. The segment's revenue increased 3% year-over-year, accounting for nearly 26% of total revenue. Though Micron's mobile growth wasn't as spectacular as Skyworks', management pointed out that mobile \"demand remains strong as 5G momentum increases and the mobile market recovers from the impact of the pandemic.\"Mobile accounts for 40% of the overall DRAM market, according to a third-party estimate, and manufacturers such as Micron are reportedly allocating more capacity toward the production of mobile DRAM to meet the recent surge in demand. In fact, demand seems to be so strong that mobile DRAM orders placed in the fourth quarter of 2020 are expected to be fulfilled only in the current quarter.This tight supply of DRAM should ideally result in improved pricing. Industry data supports that: The spot price of the 8 GB DDR4 DRAM jumped to $3.93 earlier in February, a sharp jump over the spot price of $2.54 seen in August 2020.More importantly, mobile DRAM demand should remain strong, as 5G smartphones are beingequipped with more memorythan their 4G predecessors. This bodes well for Micron, as it reportedly controls 20% of the mobile DRAM market. What's more, the company is trying to grab even more of this space withspecialized 5G memory chipsthat help reduce space and power consumption while delivering faster performance.So a mix of higher pricing and improved shipment volumes will be a tailwind for Micron's mobile business this year. More importantly, the mobile DRAM market presents a long-term growth opportunity for Micron given its solid market share in this space. The global mobile DRAM market's revenue is expected to jump from an estimated $19.5 billion last year to $35.6 billion in 2027, according to a third-party estimate.Thrownother catalystssuch as data centers, consoles, and personal computers into the mix, and it isn't too difficult to see why Micron's earnings are expected to grow at a fast clip over the next couple of years.MU EPS Estimates for Next Fiscal Yeardata byYChartsThat's why investors looking to buy a diversified company to take advantage of the growing adoption of 5G smartphones might want to consider Micron Technology, as it has multiple businesses driving its growth. What's more, Micron is trading at less than 22 times forward earnings, so it isn't too late to buy thisgrowth stock-- it has room for more upside thanks to catalysts such as 5G smartphones.","news_type":1,"symbols_score_info":{"MU":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":2402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382590819,"gmtCreate":1613462630131,"gmtModify":1704880701892,"author":{"id":"3570775507475825","authorId":"3570775507475825","name":"Allualex","avatar":"https://static.tigerbbs.com/bd6c34a0e78050b67f123fba86f536f2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570775507475825","authorIdStr":"3570775507475825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00005\">$HSBC Holdings(00005)$</a>Why the share price goinup!","listText":"<a href=\"https://laohu8.com/S/00005\">$HSBC Holdings(00005)$</a>Why the share price goinup!","text":"$HSBC Holdings(00005)$Why the share price goinup!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382590819","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}